FactSet Research Systems Inc.

Fundamentals7.0
Price Action5.0
News Sentiment6.0
AI Rating
7.0

Key Drivers

  • Strong margins
  • Tight liquidity
  • Premium valuation

AI
AI Summary

7.0

FactSet is evolving from a premium data franchise into a potential AI-driven workflow platform, but the stock's upside now hinges on proving that AI partnerships and broader product adoption can sustain mid-to-high single-digit ASV growth and later operating leverage enough to justify the valuation despite near-term margin and liquidity pressure.

AIOpportunity
ValuationRisk
WorkflowExpansion‍

Price Chart

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Financial Metrics

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Revenue (TTM)
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Net Income (TTM)
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EPS (Q)
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MCAP

Deep Analysis

Research tool. Not personalized advice.

Fundamental Analysis

7.0

Key Financial Insights:

  • Strong margins
  • Tight liquidity
  • Premium valuation

FDS remains a highly profitable, cash-generative business with strong margins and returns, but near-term liquidity has weakened and the stock looks somewhat expensive.

Profitable
Overvalued

Price Behavior

5.0
Research tool. Not personalized advice. Technical analysis is for informational purposes only.

Key Price Behavior Insights:

  • Support Reclaimed
  • Breakout Pending
  • Volatility Rebound

Over the last month, FDS rebounded sharply from its recent low and reclaimed $245–$246 support, but it remains range-bound below $255.62 resistance.

recovery
rangebound
Support Level: $245–$246
Resistance Level: $255.62

Sharp drop to $208.84 followed by a rebound to $250.09

Sentiment & News

6.0

Key News Insights:

  • AI Demand
  • ASV Growth
  • Margin Pressure

FactSet beat Q3 estimates on stronger organic growth and AI-driven demand, but margin pressure, competition, and valuation concerns remain key risks.

AIGrowth
MarginPressure

The news is modestly positive for FactSet's growth outlook, but ongoing cost and valuation pressures may limit near-term upside