Moody's

MCO · NYSE

$475.35−$5.91 (−1.23%)TodayMarket closed · Oct 20, 7:59 PM ET

Prev close $481.26

MCO analyst rating

BuyConsensus of 14 analysts over the last 12 months. 71% rate it a buy.

Strong buy0
Buy10
Hold4
Underperform0
Sell0

12-month price target · 25 analysts

Average $573.28 (+20.6% upside)

Low: $510.05
Now: $475.35
High: $640.50

Upgrades and downgrades

The latest rating actions, newest first

MCO analyst upgrades, downgrades and rating actions
Firm	Date	Action	Rating	Price target	Hit rate
RBC Capital	Oct 16, 2026	Maintains	Outperform	$610.00 → $575.00	64%
JP Morgan	Oct 14, 2026	Maintains	Overweight	$570.00 → $555.00	64%
BMO Capital	Oct 13, 2026	Maintains	Market Perform	$515.00 → $490.00	60%
Morgan Stanley	Oct 7, 2026	Maintains	Equal-Weight	$512.00 → $470.00	48%
Mizuho	Jul 27, 2026	Maintains	Neutral	$521.00 → $530.00	20%
Baird	Jul 23, 2026	Maintains	Outperform	$557.00 → $572.00	56%
Wells Fargo	Jul 23, 2026	Maintains	Overweight	$590.00 → $597.00	46%
JP Morgan	Jul 20, 2026	Maintains	Overweight	$530.00 → $600.00	64%
Jefferies	Jul 17, 2026	Initiates	Buy	$610.00	44%
Barclays	Jul 10, 2026	Maintains	Overweight	$550.00 → $575.00	64%

The case for and against

Updated Mar 27, 2026

Bull case

Moody's Corporation is poised for robust growth, with a strong projected pipeline for the second half of 2025, as well as significant increases in billed issuance, which grew by 23% year-over-year in August. The Moody's Investors Service segment is expected to generate $1,100 million in revenues, a 12% year-over-year increase, significantly surpassing consensus estimates, driven by both non-recurring (15%) and recurring revenue growth (5.9%). Furthermore, enhancements in decision solutions and a flourishing lending pipeline, along with cross-selling opportunities and new product launches, are anticipated to underpin substantial annual recurring revenue (ARR) growth and improved earnings per share guidance.

Bear case

Moody's is currently facing a challenging outlook primarily due to significant expected declines in credit issuance, which could adversely impact its revenue from the Moody's Investors Service segment, a cornerstone of the firm's profitability. Additionally, Moody's Analytics reported a sluggish growth rate, hindered by one-time factors such as account losses and strategic terminations, indicating potential structural weaknesses in demand for its offerings. Combined with increased competition and integration challenges following acquisitions, these factors contribute to a negative long-term financial outlook for the company.

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