$FDS

FACTSET RESEARCH SYSTEMS INC

AlphAI earnings readFourth Quarter and Fiscal 2026 · SEP 30Strong commercial execution and AI momentum drive organic ASV growth of 7.0%Verdict: solid

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No SEC Form 4 filings for $FDS in the last 30 days.

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What Is Wall Street Really Pricing Into FactSet (FDS)?

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.

FDS sentiment & insider activity

Over the past 7 days, AlphAI's AI scored 3 news stories mentioning FDS (FACTSET RESEARCH SYSTEMS INC). Coverage has skewed bullish: 2 bullish, 1 neutral, and 0 bearish.

Recent FDS coverage spans financial news and earnings.

What's driving FDS

AlphAI scores every news story that mentions FDS with an AI model for sentiment and relevance, and aggregates insider trades from FACTSET RESEARCH SYSTEMS INC's SEC EDGAR Form 4 filings. Figures refresh continuously.

News on $FDS

Score
$FDSHighAI 8/10

What Is Wall Street Really Pricing Into FactSet (FDS)?

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.

Stifel raises FactSet stock price target on improving fundamentals

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.

$FDSHigh

BMO raises FactSet Research stock price target on AI momentum

BMO Capital raised its price target for FactSet Research Systems (FDS) to $300, citing AI momentum and earnings beats. The stock trades at $269.95, with diluted EPS of $14.57 and revenue of $2.48 billion over the last twelve months. FactSet's fiscal 2027 guidance was adjusted for foreign exchange and divestitures, excluding AI offerings.

$CALMLow

US Stocks: HPE, Synopsys Gain; Jabil, Conagra Shares Fall

Cal-Maine Foods shares fell 3.87% after reporting a wider Q1 loss and revenue decline due to lower egg prices. FingerMotion shares rose 30% following a $2.3M acquisition deal. Jabil shares dropped 6.68% despite beating earnings estimates and raising its outlook. Conagra Brands shares fell 2.48% despite an earnings beat due to declining sales volumes. FactSet shares rose 2.45% on strong Q4 results driven by AI growth. Yiren Digital shares fell 5% despite a narrower Q2 loss and revenue decline.

$FDSHighAI 8/10

FactSet earnings analysis: questions answered and next catalysts

FactSet Research Systems (FDS) reported FY2026 results beating estimates on revenue ($635.5M), adjusted EPS ($4.52), and free cash flow ($707M). The stock rose 3.90% to $270.12. Management addressed competition, AI monetization, and guidance concerns, highlighting AI's growing contribution and conservative FY2027 ASV growth guidance of 5% to 6.5%.

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