George Tong, an analyst from Goldman Sachs, reiterated the Buy rating on Moody’s. The associated price target remains the same with $540.00.
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George Tong has given his Buy rating due to a combination of factors that highlight Moody’s evolving competitive position and earnings potential. He sees growing confidence in the firm’s ability to commercialize its data and analytics in an AI-driven landscape, supported by a strategic shift toward a unified “intelligence layer” that integrates proprietary data, models, and analytics for clients. This model emphasizes Moody’s unique data and knowledge graph as the key differentiator rather than generic software, allowing more scalable, on-demand access and reducing product fragmentation.
Tong also points to the early but tangible progress in monetizing the AI MCP strategy through incremental subscription fees and volume-based add-ons, with a path toward usage-based pricing as Moody’s tools become embedded in client workflows. The move from siloed, division-level contracts to broad enterprise agreements is enabling larger deals and deeper integration, while a sector-focused go-to-market structure is designed to accelerate cross-sell and upsell. In the ratings business, AI is enhancing analyst productivity and margins without displacing human judgment, and he notes that rising demand for transparency in private credit opens a sizeable new growth avenue. With these drivers in place and the price target maintained at $540, he reiterates a Buy recommendation.
In another report released on May 7, Barclays also maintained a Buy rating on the stock with a $550.00 price target.
MCO’s price has also changed slightly for the past six months – from $493.000 to $448.390, which is a -9.05% drop .