Moody's Corporation: Strong Q2, I Reiterate My Buy Rating As Fundamentals Are Still Sound

Moody's Corporation delivered strong Q2 2026 results, with 15% revenue growth and broad-based strength across MIS and MA segments.

MCO's MIS segment saw 25% revenue growth, driven by robust rated issuance, private credit, and infrastructure financing demand.

MA's AI-driven data solutions are gaining traction, with Decision Solutions ARR up 10% and customer adoption accelerating via new integration channels.

I reiterate my buy rating, confident in MCO's multi-pronged growth, margin expansion, and premium valuation justified by superior revenue and net income growth.

I had a buy rating for Moody's Corporation ( MCO ) because I expected the debt issuance recovery, private credit and AI-related products to support earnings growth.

MCO’s Q2 2026 results, released two days ago, showed