FactSet Research Systems Inc.

Fundamentals7.0
Price Action4.0
News Sentiment7.0
AI Rating
6.0

Key Drivers

  • Margin Strength
  • Cash Generation
  • Balance-Sheet Risk

AI
AI Summary

6.0

FDS is shifting from a premium data vendor to a stickier workflow platform with >95% retention and strong cash generation, but investors should focus on whether AI-led adoption can drive durable growth without further margin compression, since the stock likely won't rerate until that proof emerges.

AITransition‍
MarginRisk
CashFlow

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:

  • Margin Strength
  • Cash Generation
  • Balance-Sheet Risk

FDS remains a high-quality, cash-generative business with strong margins and returns, but its intangible-heavy balance sheet, meaningful leverage, and full valuation mean upside depends on sustained execution rather than a cheap entry point.

Quality
Valuation

Price Behavior

4.0
Research tool. Not personalized advice. Technical analysis is for informational purposes only.

Key Price Behavior Insights:

  • Lower highs
  • $200 defense
  • Overhead resistance

FDS has moved into a corrective phase with lower highs, a rebound off $200 support, but still trading below its last month average and facing $220-$230 resistance, so the setup remains cautious.

cautious
bearish
Support Level: $200
Resistance Level: $220-$230

Sharp drop from the

Sentiment & News

7.0

Key News Insights:

  • Raised guidance
  • Dividend growth
  • AI expansion

FactSet's Q2 beat, raised guidance, dividend hike, and AI/workflow partnerships reinforce a steady growth-and-income story with constructive market momentum.

growth
dividends

The news flow is modestly bullish for FDS, supporting confidence in its recurring revenue base, shareholder returns, and long-term product innovation