$FDS

Argus raised its price target for FactSet Research Systems Inc. (FDS) to $344.00, citing the company's role in providing financial data and analytics. FDS's earnings estimate is $319.91. FactSet serves the global investment community with aggregated data from various sources.

FactSet (FDS) partnered with Nasdaq Private Market to integrate cap table data into its platform, providing investment professionals with private company ownership and financing details. The data covers funding rounds, secondary sales, and dilutive events. FactSet aims to complement its existing private company data with this integration. Nasdaq Private Market operates as a secondary trading venue for private companies.

FactSet Research Systems Inc reported FY 2026 revenue of $2.48B, up 6.7% YoY, but net income fell 10.6% to $533.48M and EPS declined 6.3% to $14.57. Growth was driven by workstations, data solutions, and portfolio management offerings. Client count and users increased, while headcount decreased 2.8%. Free cash flow improved to $707.5M.

FactSet (FDS) shares rose 4.8% after announcing an expanded partnership with Scotiabank's Scotia Wealth Management. The deal integrates FactSet's research and intelligence platform into Scotia's advisor and investment operations. FactSet reported Q3 2026 revenue of $634.7M, with organic growth of 7.1%, and forecasted fiscal 2027 revenue between $2.6B and $2.625B. The stock is near its 52-week high of $313.55.

Autonomous Research raised its price target for FactSet Research Systems to $393 from $389, maintaining an outperform rating. The stock was trading at $265.16, down 0.31% on the day and 0.73% over a month, with a year-to-date decline of 8.44%.

FactSet Research Systems (FDS) reported strong fiscal 2026 results, with 7% organic growth in annual subscription value and AI-related products contributing significantly. Despite this, its stock trades at a forward P/E of 13.95, reflecting market skepticism about AI disruption. Management expects slower growth in 2027 and margins to recover modestly. Short interest is high, and the next Investor Day will be crucial.

S&P Global (SPGI) reported Q2 revenue of $3.68B, up 10.9% YoY, missing estimates. Nasdaq (NDAQ) reported $1.5B revenue, up 14.9% YoY, beating estimates. FactSet (FDS) reported $634.7M revenue, up 6.3% YoY, mixed results. SPGI stock is down 11.6%, NDAQ flat, FDS up 7.3% since earnings.

Stifel raised its price target for FactSet (FDS) to $292, citing improving fundamentals and rising win rates. The company reported Q4 earnings of $4.52 per share, beating estimates, but guidance for fiscal 2027 fell short. FactSet trades at $269.95 with a P/E ratio of 17.75 and has raised dividends for 27 years. Wells Fargo and BMO Capital also adjusted their price targets.

Goldman Sachs raised its price target on FactSet Research Systems from $236 to $237, maintaining a 'Sell' rating. The stock closed at $269.95 on 2026-09-30, with a 5-day change of +3.84% and a 1st Jan change of -3.39%. The rating is based on valuation, EPS revisions, and visibility metrics.

Jabil (JBL) expects $44.5B in fiscal 2027 revenue. FactSet (FDS) forecasts $2.6B-$2.625B for the same period. Conagra (CAG) projects fiscal 2026 adjusted EPS of $1.40-$1.50, while Progress Software (PRGS) anticipates about $0.02 for fiscal Q4 2026. No companies adjusted prior guidance.