Americas Business and Information Services Recap

The report recaps a week of earnings and macro developments in the Americas Business and Information Services sector, focusing on AI disruption moats and the massive corporate debt refinancing pipeline. Analysts maintain constructive views on high-moat firms like SPGI and IRM while remaining cautious on temp staffing and VSTS.

Key Takeaways

• 1.Info Services sector is facing pressure from AI disruption risks, particularly following Anthropic's Claude plug-in announcements.
• 2.Companies with proprietary data, entrenched workflows, and scale are viewed as having the strongest moats against AI competition.
• 3.A massive $5 trillion debt refinancing pipeline through 2029 is a primary driver for ratings and information services growth.

Table of Contents

• Business & Information Services Recap
• GS Business & Information Services Coverage
• Price Changes as of 2/12/26
• Valuation Multiples as of 2/12/26
• Top Inbounds
• Relevant Macro Developments
• Business & Information Services News Flow
• GS Business & Information Services Research This Week
• Chart of the Week
• Upcoming Events
• CY2026 Consensus EPS Estimate Revisions YTD
• NTM P/E and NTM EV/EBITDA Trends
• Business & Information Services Trading and Operating Comps

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