Moody’s(MCO)
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印尼财政部长:穆迪下调展望只是短期情况
Jin Rong Jie· 2026-02-06 05:25
印尼财政部长:穆迪下调展望只是短期情况。穆迪将逐步了解情况,做出更公正的评判。经济基本面依 然强劲,无需担心债务违约。 ...
Anthropic发布新AI 金融服务公司承压
Di Yi Cai Jing· 2026-02-05 23:26
(文章来源:第一财经) Anthropic法律服务工具引发的软件股大跌尚未平息,该公司周四又发布了其最强人工智能(AI)模型的新 版本,主要用于执行金融研究。该公司称,这款名为Claude Opus 4.6的版本能够检视企业数据、监管备 案文件和市场信息,并生成详细的金融分析报告,通常这类工作通常需要人工耗时数天才能完成。此 外,Opus 4.6还将提升一系列其他办公功能,包括制作电子表格和演示文稿,以及软件开发。该消息发 布后,金融服务公司股价应声下跌,FactSet Research Systems Inc.跌幅一度高达10%,标普全球、穆迪 和纳斯达克股价也均大幅走低。 ...
Moody's Vs. S&P Global: AI Concerns Have Hit These Safe Havens, But One Is Better Protected
Seeking Alpha· 2026-02-05 17:20
You may not have noticed it, since the market is still in bull mode. But the bear is here and is hitting some sectors hard. The cause is the same that is driving the current bullI’m a long-term investor focused on U.S. and European equities, with a dual emphasis on undervalued growth stocks and high-quality dividend growers. Through years of experience, I’ve learned that sustained profitability—evident in strong margins, stable and expanding free cash flow, and high returns on invested capital—is a more rel ...
December CRE deal volume sinks further, but office is a surprising bright spot
CNBC· 2026-02-03 13:30
The Moody's Corp. headquarters in New York, US, on Tuesday, Aug. 27, 2024. Moody's Corporation is a credit rating, research, and risk analysis firm."The US commercial real estate (CRE) market in 2025 was defined by a steady, albeit decelerating, climb toward stabilization," said Kevin Fagan, head of CRE capital market research at Moody's. "The recovery proved resilient in the face of significant economic slowing, policy uncertainty, a massive loan maturity wall, and persistently high interest rates compared ...
评级机构穆迪维持乌拉圭主权债务评级Baa1
Shang Wu Bu Wang Zhan· 2026-01-31 16:02
(原标题:评级机构穆迪维持乌拉圭主权债务评级Baa1) 乌拉圭《国家报》1月29日报道,国际评级机构穆迪于当日宣布,维持乌拉圭本币及外币主权债务评级为Baa1, 评级展望保持"稳定"。该决定肯定了乌拉圭较高的人均收入水平、稳健的制度框架以及有效的治理能力。 ...
Morgan Stanley Sees Issuance Momentum Supporting Moody’s (MCO) Results
Yahoo Finance· 2026-01-26 21:40
Moody’s Corporation (NYSE:MCO) is included among the 12 Most Profitable Dividend Stocks to Buy in 2026. Morgan Stanley Sees Issuance Momentum Supporting Moody’s (MCO) Results Photo by Annie Spratt on Unsplash On January 22, Morgan Stanley analyst Toni Kaplan raised her price target on Moody’s Corporation (NYSE:MCO) to $526 from $520 and kept an Equal Weight rating. The move followed a stronger-than-expected finish to the quarter. Kaplan said solid issuance in December capped off what she described as “a ...
Moody’s sees $3T in data center spending by 2030
Yahoo Finance· 2026-01-20 18:23
This story was originally published on Construction Dive. To receive daily news and insights, subscribe to our free daily Construction Dive newsletter. Dive Brief: Global data center investment will reach at least $3 trillion over the next five years as construction becomes costlier and demand stretches resources, according to a report from Moody’s Ratings, a New York City-based financial services company. Hyperscalers will drive double-digit data center capacity growth through at least 2026, which will ...
Invest in These 5 Big Data Behemoths to Tap Wall Street Rally
ZACKS· 2026-01-19 14:21
Core Insights - The big data industry focuses on companies that process, store, and analyze vast amounts of structured, unstructured, and semi-structured data, providing tools for data mining, transformation, visualization, and predictive analytics [1][3]. Company Summaries Fair Isaac Corp. (FICO) - Fair Isaac is experiencing strong financial performance, driven by growth in its Scores and Software segments, with an expected revenue growth rate of 21.1% and earnings growth rate of 34.6% for the current year [7][9]. - The company has expanded its scoring models to include 'Buy Now, Pay Later' loan data, enhancing predictive accuracy [7]. - FICO's Lenders Leading Inclusion Program supports better decision-making for lenders [8]. Teradata Corp. (TDC) - Teradata's prospects are bolstered by an improvement in ARR growth rate and productivity measures, with an expected revenue growth rate of -0.6% and earnings growth rate of 3.6% for the current year [11][14]. - The company is well-positioned to support Agentic AI workloads, managing critical enterprise data and delivering necessary performance [11]. - Recent acquisitions, such as Stemma, enhance Teradata's data search capabilities and analytics offerings [13]. F5 Inc. (FFIV) - F5 is benefiting from strong software growth, particularly in public cloud and security offerings, with an expected revenue growth rate of 1.8% and earnings growth rate of -5.2% for the current year [15][18]. - The company has made six acquisitions over the past five years to enhance its network security capabilities [16]. - F5's strong presence in Layer 4-7 content switching positions it well in the application networking market [17]. S&P Global Inc. (SPGI) - S&P Global is positioned to benefit from the growing demand for business information services, with an expected revenue growth rate of 7.2% and earnings growth rate of 11.6% for the current year [19][21]. - Recent acquisitions, including ProntoNLP, ORBCOMM, and TeraHelix, enhance its capabilities in textual data analytics and supply chain insights [19][20]. - The company's service launches are aiding growth and expanding market reach [19]. Moody's Corp. (MCO) - Moody's is leveraging its dominant position in the credit rating industry and strategic acquisitions to support top-line expansion, with an expected revenue growth rate of 7.8% and earnings growth rate of 11.9% for the current year [22][24]. - Recent acquisitions, such as securing majority ownership in Middle East Rating & Investors Service, are diversifying its revenue streams [23]. - A rebound in bond issuance volume is anticipated to drive growth for Moody's [23].