
Moody's (MCO) Stock Forecast & Price Target
Moody's (MCO) Analyst Ratings
Bulls say
Moody's has showcased significant growth, with Private Credit revenue increasing by 75% year-over-year, contributing to a strong demand for first-time mandates. The company's Moody’s Investors Service (MIS) is expected to report a revenue increase of 12% year-over-year, driven by robust non-recurring revenue growth of 15% and recurring revenue growth of 5.9%, significantly above consensus estimates. Additionally, the promising trends in high-yield issuance, which saw a notable increase of approximately 45% month-to-date in September, further underscore the positive outlook for billed issuance and overall revenue performance.
Bears say
Moody's stock outlook is negatively impacted by a forecasted decline in both credit issuance and Moody's Analytics revenue growth, leading to an estimated earnings downside of approximately 10%. The company's annual recurring revenue (ARR) for Moody's Analytics slowed to 8% due to the termination of a key partnership, while global rated issuance experienced a significant year-over-year drop of 12%. Additionally, management anticipates a low- to mid-single-digit decrease in rated issuance for 2025, which is expected to constrain revenue growth for the ratings segment crucial to Moody’s profitability.
This aggregate rating is based on analysts' research of Moody's and is not a guaranteed prediction by Public.com or investment advice.
Moody's (MCO) Analyst Forecast & Price Prediction
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