FactSet (FDS)
NYSEFinancialsFinancial Data & Stock ExchangesSnapshot 2026-07-07
$258.34+2.43%
Close 2026-07-07 · 1-day change
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Track FDS free→A long-form read on the 1–3 year hold thesis. Slower and deeper than the daily snapshot — it refreshes only when the evidence moves.
This investment represents a long-term thesis on a financial services company with mixed performance indicators. The current state is cautious, as recent results have not outperformed peers, and management faces challenges in achieving their targets.
The market appears to have priced in a low level of fragility, suggesting that while the stock is seen as justified in valuation, there is a divergence where it is considered cheap compared to peers. Expectations seem to be slightly negative, indicating that the market may not anticipate significant growth in the near term.
Fundamentals are expected to show mixed results as management continues to pursue growth in organic annual subscription value (ASV) and revenue. However, operating margins have faced compression, and there is a history of recent earnings misses, which adds a layer of caution.
The thesis hinges on several factors, including management's ability to meet their growth targets, the performance of sector bellwethers, and the potential impact of Federal Reserve rate changes. Guidance cuts or continued earnings misses could lead to unfavorable outcomes.
Over the next 1 to 3 years, FDS's performance will depend on management execution and broader sector trends. Not investment advice.
The most important moves since the prior daily snapshot.
Mixed, the news cuts both ways. The latest earnings beat supports the read. However, the outlook disappointed and may hinder revenue growth objectives. Analyst concerns about AI risks also challenge the company's position.
as of 2026-07-07
Specific, dated things to watch for, each with what would confirm it and what would prove it wrong.
Why it matters: Hitting this revenue target shows FactSet is growing its business. It shows the company is healthy.
Confirms:GAAP revenues reported between $2,450 million and $2,470 million for FY 2026.
Disproves:GAAP revenues fall below $2,450 million for FY 2026.
Why it matters: This growth range shows if FactSet is on track with its revenue goals. Strong growth indicates solid demand for its services.
Confirms:Organic ASV growth reported between $130 million and $160 million for FY 2026.
Disproves:Organic ASV growth falls below $130 million for FY 2026.
Why it matters: Better margins mean lower costs and better efficiency. This can lead to higher profits.
Confirms:Operating margin reported at 35.5% or higher for FY 2026.
Disproves:Operating margin was below 34.0% for FY 2026.
Why it matters: Increasing client numbers show strong demand for FactSet's services. It supports revenue growth.
Confirms:Client count reported above 9,200.
Disproves:Client count reported below 9,100.
Why it matters: New AI products can enhance client value and drive revenue growth. This is key to FactSet's strategy.
Confirms:New AI products or features are announced to improve client solutions.
Disproves:No new AI product announcements or delays in planned launches.
Why it matters: A margin below this level shows trouble with costs. This can hurt profits and investor trust.
Confirms:The operating margin is 34.0% or more.
Disproves:The operating margin is less than 34.0%.
Why it matters: If revenue hits the top of guidance, it shows strong business and market demand.
Confirms:GAAP revenues reported at $2,470 million for FY 2026.
Disproves:GAAP revenues reported below $2,450 million for FY 2026.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.