Moody's: Upside Still Attractive Over The Next 2 Years

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  Posted by Two Blokes Jul 29 - Filed in Stock - 3 views
  
  I reiterate my Buy rating on Moody's, citing its strong moat, pricing power, and new growth in private credit and GenAI verticals. Moody's delivered resilient Q2 results, holding MIS revenue flat, despite a 12% issuance decline and expanding margins, confirming its pricing power. Momentum in private credit and GenAI adoption is accelerating growth, deepening client engagement, and extending Moody's long-term runway.