Joseph Carlson on S&P Global (SPGI): the quotes, dated.
7 dated quotes about S&P Global stock (SPGI), selected from all 116 Joseph Carlson videos published since 2025-09-10 — a selected record, not the complete history. Each links to the exact second on YouTube, with SPGI’s close that day and what the stock did since.
Every quote is reproduced word for word from the video and linked to the second it was said.
- SPGI close, 2026-10-19
- $427.83
- Price since the first forecast, Sep 19, 2025
- -10.8%
- S&P 500 (SPY), same period
- +15.5%
- vs the S&P 500
- -26.3 pp
- Latest stance, Oct 5, 2026
- Disclosed buy
- Mentions found
- 224 in 50 of 116 videos
The short version
In September 2025 Joseph Carlson said a sell-off in S&P Global, after FactSet's guidance underwhelmed investors, offered a nice entry point. In October 2025 they described a $120,000 position with $30,000 of gains, expecting it to be fine long term. In June 2026 Carlson rated the stock a buy, arguing it was not being disrupted like other software companies. In July 2026 they were bullish ahead of earnings, calling the valuation rather low. In August 2026 they named it a top pick for the rest of 2026 and set a $350 buy-in target for an additional $10,000. In October 2026 they bought another $1,000, describing a $114,000 position.
Summary of the quotes on this page. Updated .
What Joseph Carlson said last · Oct 5, 2026
Disclosed buy
“It's S&P Global. I bought another $1,000 this morning, which I I have a position that's $114,000. So, I already own a lot of it. I'm very bullish on the company.”
Bullish call · Price fell
The price fell since the first bullish quote.
SPGI from to . Price movement, not the creator’s realized return.
Price up since 2 of 7 quotes · Stock ahead of SPY: 2 of 7
Leaderboard result: Lagged the market (6 months, → ). Scored from the first close after the video, . How it is scored
Price and the calls
Use the left and right arrow keys to explore daily closing prices, Home and End for the first and last date, and Escape to dismiss the price tooltip. Tab to a numbered marker and press Enter to jump to its quote. Month-end prices are also available in the table below.
SPGI · daily close, split-adjusted · 2025-08-20 → 2026-10-19 · source: Yahoo Finance
Table view: month-end closes
| Month end | Close |
|---|---|
| 2025-08-29 | $519 |
| 2025-09-30 | $460 |
| 2025-10-31 | $461 |
| 2025-11-28 | $472 |
| 2025-12-31 | $494 |
| 2026-01-30 | $499 |
| 2026-02-27 | $418 |
| 2026-03-31 | $402 |
| 2026-04-30 | $408 |
| 2026-05-29 | $401 |
| 2026-06-30 | $385 |
| 2026-07-31 | $412 |
| 2026-08-31 | $436 |
| 2026-09-30 | $394 |
| 2026-10-19 | $428 |
Use the left and right arrow keys to explore daily closing prices, Home and End for the first and last date, and Escape to dismiss the price tooltip. Tab to a numbered marker and press Enter to jump to its quote. Month-end prices are also available in the table below.
SPGI · daily close, split-adjusted · 2025-08-20 → 2026-10-19 · source: Yahoo Finance
Table view: month-end closes
| Month end | Close |
|---|---|
| 2025-08-29 | $519 |
| 2025-09-30 | $460 |
| 2025-10-31 | $461 |
| 2025-11-28 | $472 |
| 2025-12-31 | $494 |
| 2026-01-30 | $499 |
| 2026-02-27 | $418 |
| 2026-03-31 | $402 |
| 2026-04-30 | $408 |
| 2026-05-29 | $401 |
| 2026-06-30 | $385 |
| 2026-07-31 | $412 |
| 2026-08-31 | $436 |
| 2026-09-30 | $394 |
| 2026-10-19 | $428 |
What Joseph Carlson said, when
- 1
— Buying the dip
7:10 “Now, in either case, this shouldn't spell doom and gloom for S&P Global. And I believe that right now it offers a nice opportunity to an entry point position in this company.”
He was discussing a sell-off in S&P Global and Moody's after FactSet's guidance underwhelmed investors.
- 2
— Hold, bullish
29:09 “I continue to hold this one. It's still a rather large position. I have around $30,000 of gains. It's a $120,000 position. So S&P Global is a company that I just have in the background. I think it's going to be fine long term.”
- 3
— Named as a pick
4:49 “I rate S&P Global a buy. I think the company is very strong. And unlike many other software companies that may be being disrupted, that's just not happening with S&P Global.”
He was going through a list of stocks he considered undervalued.
- 4
— Hold, bullish
12:24 “So I am bullish going into this quarter with S&P Global. The valuation is rather low. The company is now getting stronger, not weaker.”
Ahead of S&P Global's earnings report, he said he disagreed with the bear case that AI tools would replace its data offerings.
- 5
— Named as a pick
25:51 “My third top pick for the remainder of 2026 is S&P Global. This is also one in the portfolio.”
- 6
— Conditional
12:14 “My buy-in target for S&P Global, if it's going to get this additional $10,000, is $350.”
He was setting buy-in target prices for new money across his holdings, and he said it seemed unlikely the stock would reach this level.
- 7
— Disclosed buy
21:26 “It's S&P Global. I bought another $1,000 this morning, which I I have a position that's $114,000. So, I already own a lot of it. I'm very bullish on the company.”
He was describing the third of three stocks he called turnaround plays that he was buying.
No quote added since · 3 later videos from Joseph Carlson · covers videos through
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How to read this
Quotes are short excerpts from Joseph Carlson's public YouTube videos, attributed to the speaker and linked to the timestamp. “Close that day” is SPGI's split-adjusted closing price on the day the video was published (New York time); if markets were closed that day, the last close before it. If the stock has split since a quote, the card shows the price it traded at that day and, beneath it, the split-adjusted close the % change uses. “Since” compares that close with the latest close on 2026-10-19. It is a price observation, not the creator's realized return, and not investment advice. How the price change is calculated. Next to it we show SPY, the ETF tracking the S&P 500, over the same two dates — so a move can be read against the market rather than on its own: why we compare with SPY. Each quote also carries a label — Named as a pick, Risk acknowledged, Reducing — describing what kind of statement it was: see what the labels mean.
Coverage: 116 of 116 videos published since 2025-09-10 covered; 224 S&P Global mentions found. Prices as of 2026-10-19.
Independent record — not affiliated with or endorsed by Joseph Carlson. Request a correction or removal