Moody's: The Bears Are Losing Their Arguments (Q1 Earnings Review)

Moody's delivered strong Q1 2026 results, beating top and bottom line estimates with 8% revenue growth and 13% adj. EPS growth. MCO's analytics segment demonstrates robust, AI-resilient growth, with ARR up 8% and Decision Solutions up 12%, highlighting the value of proprietary data and regulatory integration. AI disruption fears appear overblown; Moody's is leveraging AI to expand distribution and reinforce its moat, not erode it.