Moody’s(US:MCO) Jing Ji Guan Cha Wang·2026-02-11 15:16Core Insights - Moody's financial performance is expected to be a key catalyst, particularly if rating revenues fall short due to delays in corporate refinancing, which may lead to stock price volatility [2] - The private credit market is projected to exceed $2 trillion by 2026, and a systemic default wave could impact Moody's analytical business valuation, despite Moody's not directly participating in ratings [3] - Wall Street has high expectations for Moody's, and any major institution downgrading its rating to "sell" could attract market attention [4] - The collaboration between Moody's and Microsoft on the Moody's Dash system requires monitoring for cost control and revenue conversion, which involves the effectiveness of cloud computing and talent investment [5] - By 2026, more regions may mandate the use of local rating agencies, and the ESG scoring business is facing regulatory scrutiny, which could affect Moody's global operations [6]