Business and Information Services Recap

This report recaps a week in the Americas Business & Information Services sector, highlighting strong manufacturing PMI data and private capital's role in funding AI infrastructure. It notes mixed investor sentiment, with favor for rating agencies and caution toward firms vulnerable to AI-led disruption.

Key Takeaways

• 1.The sector saw positive sentiment for rating agencies and FICO catalysts, while concerns remained for companies exposed to AI disruption such as FDS, RHI, and HRB.
• 2.S&P Global (SPGI) announced the spin-off of its Mobility division into a new public company, MBGL.
• 3.Private capital is increasingly funding the $400bn gap in AI data center financing, doubling investment levels from 2024 to 2025.

Table of Contents

• Business & Information Services Recap
• GS Business & Information Services Coverage
• Price Changes as of 5/21/26
• Valuation Multiples as of 5/21/26
• Top Inbounds
• Relevant Macro Developments
• Business & Information Services News Flow
• GS Business & Information Services Research This Week
• Chart of the Week
• Upcoming Events
• Upcoming GS Conferences and Field Trips
• 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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