Moody's Expands Google Cloud Partnership Amid Undervaluation Signal

Moody's Corporation (NYSE: MCO) has expanded its collaboration with Google Cloud, integrating its decision-grade intelligence into Google’s Gemini Enterprise for Financial Services platform. This integration enables financial professionals to access Moody’s credit ratings and research directly within their workflows.

The partnership also includes the use of Moody’s Credit Model Context Protocol, which provides AI applications with reliable, decision-grade data, streamlining workflows for financial professionals and reducing the need for costly custom integrations.

Moody's has raised its 2026 adjusted diluted EPS midpoint to $16.75 and increased share repurchases to $3 billion. According to GuruFocus’ proprietary GF Value™ metric, Moody’s stock is trading at $511.35, which is about 8.4% below its intrinsic value estimate of $558.39.

The company has a robust GF Score™ of 94 out of 100, reflecting strong overall quality and financial health. However, insiders have been net sellers over the past 12 months, offloading $13.4 million worth of shares with no insider purchases reported.