11:57 AM EST, 11/10/2025 (MT Newswires) -- S&P Global ( SPGI ) investors will focus on understanding the company's generative artificial intelligence strategy and the new management team's plans for growth in its Investor Day on Thursday, RBC Capital Markets said in a note emailed Monday.

Specifically, investors will focus on generative AI disintermediation risks, as well as portfolio streamlining moves such as the timeline for spinning off its Mobility division and divesting its Enterprise Data Management and thinkFolio businesses, RBC analysts said.

The analysts believe that the company will reiterate its organic revenue growth target of 7% to 9% and EPS growth target of low-to-mid-teens, but will boost its margin targets to a range of 53% to 55%, adjusted for the spinoff of Mobility.

The analysts also expect the company to maintain its capital allocation strategy and its target leverage ratio.

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