FactSet Research Systems Inc. research snapshot
FDS AI stock analysis currently reads FactSet Research Systems as a durable financial data and workflow platform with high retention, recurring subscription revenue, and a clear AI product agenda. The stock closed at $258.30 on July 7, 2026, and the audited market cap check produced about $9.19 billion using 35.57 million shares outstanding. The positive case is that organic ASV growth, AI adoption, buybacks, and high client switching costs stabilize earnings growth. The caution is that Q3 FY2026 GAAP net income fell year over year, margins compressed, debt exceeded cash by about $1.10 billion, and the FDS AI stock forecast depends on execution rather than a guaranteed price path.
Current price
$258.30
Market cap
$9.19 billion verified market cap
AI score
67 / 100
Rating
Quality financial data platform with sticky clients, margin pressure, and mixed valuation signals
Trend status
Short-term rebound above key moving averages, but still far below the 52-week high
Data cutoff (updated weekly)
July 8, 2026
Informational use only. This page is not investment advice.
| Dimension | Conclusion | Confidence |
|---|---|---|
| Business quality | FactSet sells financial data, analytics, workflow, trading, portfolio, and enterprise solutions to investment professionals, with recurring subscription economics and high client workflow integration. | High |
| Moat | The moat comes from trusted data, embedded workflows, client service, switching costs, proprietary content, and enterprise integrations, but it is pressured by larger data vendors and AI-native research tools. | Medium-high |
| Management | New CEO Sanoke Viswanathan inherited a strong franchise and is pushing speed, AI, and execution discipline. The transition is promising but still early. | Medium |
| Financial trend | FY2025 revenue rose 5.4% to $2.32 billion and FY2025 net income was $597.0 million. Q3 FY2026 revenue rose 6.4% to $622.9 million, while Q3 net income fell to $126.7 million. | High |
| Valuation | At $258.30, valuation math shows about 17.0x TTM EPS, 4.6x book value, 13.1x annualized free cash flow per share, and a 1.8% dividend yield. | Medium-high |
| Technical trend | Daily technical signals improved after the July rebound. Investing.com showed a Strong Buy daily signal, RSI near 65, and price above the 50-day and 200-day moving averages. | Medium |
| Risk level | Key risks are AI-led research workflow disruption, margin pressure, data cost inflation, competition, financial-services budget cuts, debt load, and a failed CEO transition. | Medium-high |
| AI confidence | Descriptive data confidence is high because filings and market data are fresh. Return confidence is lower because the bear case depends on future AI and pricing pressure. | High data confidence |
| Investment certainty | FDS looks like a quality compounder at a less demanding multiple than its historical premium, but not a low-risk bargain unless organic ASV growth and margins stabilize. | Medium |
FDS AI stock forecast
The FDS AI stock forecast uses the $258.30 price reference, TTM EPS of $15.1883, and a three-year earnings multiple framework. The audited model produced a bearish value near $185.80, a base value near $290.40, and a bullish value near $382.70 before dividends. These are scenario ranges, not promises.
$360 to $390
More likely if organic ASV growth stays near the high end of management targets, AI tools deepen client usage, adjusted margins hold near the mid-30s, buybacks reduce share count, and the market restores a premium earnings multiple near 20x.
$275 to $305
More likely if EPS grows in the low to mid-single digits, revenue tracks management guidance, retention remains high, but margin recovery and AI monetization remain gradual.
$175 to $200
More likely if AI tools pressure pricing, client seat growth slows, data and compensation costs keep margins compressed, or the market re-rates FDS toward a lower financial data services multiple.
FDS AI technical analysis
FDS AI technical analysis uses market data available at the July 8, 2026 cutoff. FDS closed at $258.30 on July 7, 2026 after a 2.42% gain, with a $254.04 to $261.78 day range. Investing.com showed the 50-day moving average near $240.99, the 200-day moving average near $240.16, RSI near 65.28, MACD near 5.46, and a 52-week range of $185.00 to $453.41.
| Level | Value | Why it matters |
|---|---|---|
| Current price | $258.30 | July 7, 2026 close from Investing.com and MarketWatch market data. |
| Immediate support | $252 to $254 | This zone includes the prior close and the July 7 intraday low area after the rebound. |
| Moving average support | $240 to $241 | The 50-day and 200-day moving averages were clustered near $241, making this a key trend support area. |
| Deeper support | $185 to $200 | This range spans the 52-week low area and the audited bearish scenario value. |
| Near resistance | $260 to $262 | The July 7 high and Fibonacci pivot reference sit near this zone, so follow-through matters. |
| Higher resistance | $275 to $290 | This area overlaps analyst target clusters and the audited base scenario value. |
| Momentum | RSI near 65.28, MACD near 5.46 | Momentum is constructive but no longer washed out after four consecutive up days. |
| Volume | About 716,593 shares on July 7 | MarketWatch reported volume below the 50-day average, so the rebound still needs confirmation. |
| Volatility | 52-week range $185.00 to $453.41 | The wide range shows that valuation sentiment can move FDS sharply even though the business is recurring. |
| Invalidation | Close below $240 | A decisive break below the moving-average cluster would weaken the trend-following setup. |
FDS AI trading strategy
The FDS AI trading strategy below is a rules-based research framework, not personal advice. It links organic ASV, margin trend, AI product adoption, buybacks, debt, and technical invalidation levels.
Watch for FDS to hold above the $240 to $241 moving-average cluster and push through $260 to $262 on improving volume while Q4 commentary confirms organic ASV growth, retention, and AI adoption.
A close below $240, weaker ASV growth, or renewed margin compression should reduce trend-following confidence.
If FDS retests the $240 area without deterioration in retention, cash flow, or adjusted EPS guidance, compare the lower entry price with the audited base scenario and peer data-provider multiples.
Do not treat every pullback as attractive if AI competition or pricing pressure appears in filings, management commentary, or renewal trends.
Track organic ASV growth, Americas and EMEA growth, adjusted operating margin, free cash flow, debt repayment, buyback pace, product AI usage, client count, and analyst EPS revisions.
Position sizing should reflect that FDS is a quality data platform with real competitive threats, not a guaranteed compounding machine.
Investment research summary
Customers pay FactSet because portfolio managers, analysts, wealth teams, bankers, traders, and corporations need trusted financial data, analytics, workflow tools, order management, and enterprise data feeds inside daily decisions.
The moat is built from workflow embedding, data quality, client service, proprietary content, integrated analytics, and switching costs. It can narrow if AI assistants make data access more interchangeable or if larger vendors bundle comparable tools.
The thesis fails if AI compresses research and analytics pricing, if financial firms reduce seats, if margins keep falling, if acquisitions distract management, or if debt limits flexibility during a slower client budget cycle.
Sanoke Viswanathan became CEO in September 2025 after a long JPMorgan career. Early messaging emphasizes speed, client workflow, disciplined execution, and thoughtful AI deployment. The key test is translating that agenda into growth and margin stability.
Financial data remains mission critical, and AI can increase demand for clean, licensed, structured data. The same trend can also lower switching costs if users access more answers through conversational layers rather than legacy terminals.
At $258.30, FDS no longer prices in the old high-growth premium, but the margin of safety still depends on stabilizing adjusted margins and defending the data moat while AI changes research workflows.
Source-backed data
Every metric below includes a source and last verification date.
| Metric | Value | Source | Last verified |
|---|---|---|---|
| FDS quote reference | $258.30 close on July 7, 2026, after a 2.42% one-day gain | Investing.com FDS overview | July 8, 2026 |
| Market capitalization verification | $9.19 billion calculated from $258.30 x 35,565,543 shares outstanding | Pineify financial_rigor.py and SEC Q3 FY2026 Form 10-Q | July 8, 2026 |
| Shares outstanding | 35,565,543 shares as of June 25, 2026 | SEC Q3 FY2026 Form 10-Q | July 8, 2026 |
| FY2025 revenue and net income | $2.3217 billion revenue and $597.0 million net income | FactSet FY2025 results release | July 8, 2026 |
| Q3 FY2026 revenue and GAAP EPS | $622.9 million revenue, $126.7 million net income, and $3.50 diluted EPS | SEC Q3 FY2026 Form 10-Q | July 8, 2026 |
| Nine-month FY2026 performance | $1.8416 billion revenue, $412.4 million net income, and $13.49 adjusted diluted EPS | SEC Q3 FY2026 Form 10-Q | July 8, 2026 |
| Cash and debt | $288.1 million cash and cash equivalents, $1.3897 billion total debt, and about $1.1016 billion net debt | SEC Q3 FY2026 Form 10-Q | July 8, 2026 |
| Technical indicators | Daily Strong Buy, RSI 65.28, 50-day MA $240.99, 200-day MA $240.16 | Investing.com FDS technical analysis | July 8, 2026 |
| Analyst sentiment | 18 analysts: 3 Buy, 9 Hold, 6 Sell, average target $253.69 | Investing.com FDS analyst ratings | July 8, 2026 |
This FDS AI stock analysis page is an informational research tool only. It is not investment advice, a recommendation, or a promise of future return. Forecast ranges are scenario estimates based on available public data as of July 8, 2026 and can be wrong if earnings, margins, AI competition, client budgets, market multiples, or macro conditions change.
