Added to YB: 2026-07-07
Pitch date: 2026-07-03
FDS [bullish]
FactSet Research Systems Inc.
+2.12%
current return
Author Info
Company Info
FactSet Research Systems Inc., together with its subsidiaries, operates as a financial digital platform and enterprise solutions provider for the investment community.
Market Cap
$8.9B
Pitch Price
$246.97
Price Target
450.00 (+78%)
Dividend
1.86%
EV/EBITDA
10.34
P/E
16.47
EV/Sales
4.17
Sector
Capital Markets
Category
value
FactSet Research Systems (FDS) -- Q3 FY2026 Results
FDS (earnings): Q3 FY26 organic ASV +7.1% (5th consecutive quarter of accel), AI SKUs >10% of ASV growth, enterprise contracts +30% duration, no price concessions. Adj op margin fell to 34% on incentives/FX/investments; 10% tech cut + AI coding sets up FY27 recovery. 12.6x FY27 EPS vs MSCI 40x. LONG, med conviction, base $344 (~12% IRR), bull $414-450, bear value trap ~$228.
Read full article (17 min)