FactSet (FDS)
NYSEFinancialsFinancial - Data & Stock ExchangesSnapshot 2026-11-04
$340.47-0.50%
Close 2026-11-05 · 1-day change
NYSEFinancialsFinancial - Data & Stock ExchangesSnapshot 2026-11-04
QuarterlyIQ Insights · FDS
What must go right, what could break, what the price assumes, and what evidence comes next.
The current health of the standing investment case.
Recent financial performance sits below its industry cohort — worth keeping an eye on, though it has not freshly broken.
One-year growth currently built into the price, compared with our model's estimate.
| Measure | Marker shape | Value |
|---|---|---|
| Growth built into the price | circle | 43.5% |
| Our one-year growth estimate | diamond | 6.5% |
For each item: what to watch, what would become a concern, and what would make it less concerning.
A reporting-risk estimate, not a forecast of the stock-price response.
Historical relationships that met the evidence threshold. They do not prove cause or forecast a move.
No outside relationship met the current evidence threshold.
Based on historical daily prices through 2026-11-04.
Past price behavior in dollars on a $10,000 position. This does not measure permanent business risk.
How much price usually moves either way.
Use the underlying financial and sector pages to investigate the cause.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Growth built into the price is above our model estimate.
The price assumes 37.0 percentage points more one-year growth.
The one-year revenue growth assumption on Valuation.
Model as of 2026-11-04 · Compared with 10 industry peers
FDS — credit agreement
Dated 2026-08-31
Entry into a Material Definitive Agreement On August 28, 2026, FactSet Research Systems Inc. (the “Company”) entered into Amendment No. 1 (the “Amendment Agreement”), among the Company, the lenders party thereto and PNC Bank, National Association, as the administrative agent, to amend the credit agreement dated as of April 8, 2025 (the “Existing Credit Agreement” and, as amended by the Amendment Agreement, the “Amended Credit Agreement”), among the Company, the borrowing subsidiaries from tim…
Why it matters: FactSet ended FY2026 with 7.0% organic ASV growth. Growth above its new 6.5% top guide would extend that pace.
Supportive ifAt a later results report, organic ASV growth is above 6.5% year over year.
Worry ifOrganic ASV growth is below 5.0%, the low end of FY2027 guidance.
Why it matters: AI solutions ASV added more than doubled in FY2026. More growth would show that client use is turning into paid demand.
Supportive ifFactSet reports that AI solutions ASV added again more than doubled year over year.
Worry ifFactSet reports that AI solutions ASV added grew less than year over year, or fell.
Why it matters: FactSet set FY2027 revenue guidance at $2.60 billion to $2.625 billion. A result below the low end would miss that plan.
Worry ifReported FY2027 revenue is below $2.60 billion.
Less concerning ifReported FY2027 revenue is at least $2.60 billion and within the guided range.
Why it matters: Adjusted margin fell to 34.5% in FY2026 from 36.3%. A result above the new guide would show that margin pressure eased.
Supportive ifFY2027 adjusted operating margin is above 35.25%, the top of guidance.
Worry ifFY2027 adjusted operating margin is below 34.75%, the low end of guidance.
A larger daily loss that occurred about once in every 20 trading days.
Deepest peak-to-trough drop in the last year.
| Measure | Value | Meaning |
|---|---|---|
| Typical day | ±$233 on $10,000 · ±2.3% | How much price usually moves either way. |
| Bad day | $529 loss on $10,000 · 5.3% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $3,599 loss on $10,000 · 36.0% | Deepest peak-to-trough drop in the last year. |
Past year. 1.00 means similar movement; 1.20 means about 20% more.
Past year. 1.00 means similar movement to the sector. This is secondary context.
Latest 30 trading days, shown as an annual percentage.
Latest 252 trading days, shown as an annual percentage.
20-trading-day average in US dollars.
Trading days used by the source risk snapshot.
Past results, not a forecast. Not investment advice.
Why it matters: Retention stayed above 95% in Q4. A drop below that mark would signal weaker renewal results.
Worry ifA results report puts annual ASV retention below 95%.
Less concerning ifAnnual ASV retention stays above 95% in the next results report.