Factset Research Systems FDS

Zacks Investment Research 9 nov

Stock markets declined for the week ended November 6, with the Nasdaq, S&P 500, and Dow falling 3.4%, 2.7%, and 0.9% respectively, as investors reassessed AI valuations and infrastructure spending. A partial recovery on Friday was driven by stronger-than-expected October employment data, though concerns about potential Fed rate hikes persisted. Zacks highlighted several outperforming stocks across its various portfolios, including HCA Healthcare and Ulta Beauty from its Focus List, Accenture from its ECAP portfolio, and dividend stocks like Procter & Gamble and Automatic Data Processing.

Zacks Investment Research 30 oct

FactSet Research (FDS) reported Q4 fiscal 2026 earnings that beat consensus estimates with adjusted EPS of $4.52 vs. $4.32 expected and revenues of $634.7M vs. $628.2M expected. The company demonstrated strong subscription momentum with 7% organic ASV growth and AI solutions ASV more than doubling year-over-year. However, operating margins contracted due to higher compensation costs. For FY27, FDS projects organic ASV growth of 5%-6.5% and adjusted EPS of $19.25-$19.65. The stock has gained 15.3% since earnings but carries a Zacks Rank #3 (Hold) rating.

Zacks Investment Research 19 oct

S&P Global reported Q2 2026 adjusted EPS of $4.83, up 23% YoY and beating consensus by 7.6%, with pro-forma revenues rising 11% to $3.68B. The company raised its 2026 share buyback target to over $7B and achieved nearly 60% of its $100M AI-driven cost savings target. However, rising competition, AI-driven shifts in customer demand, and potential pricing pressure in credit ratings and market data could challenge future growth and margins.

Zacks Investment Research 19 oct

The U.S. economy showed mixed signals with rising inflation (3.7% headline, 2.6% core) and geopolitical tensions pressuring markets. The Nasdaq fell 4.1% while the Dow gained 0.29%, reflecting investor preference for blue-chip stocks over tech. Despite market uncertainty, Zacks' research-driven rating systems demonstrated strong performance, with Valero Energy gaining 29.7% post-upgrade, Palantir surging 40.5% over 12 weeks, and the Zacks Rank #1 portfolio outperforming the S&P 500 by 3.9 percentage points year-to-date.

Zacks Investment Research 12 oct

FactSet (FDS) is leveraging AI capabilities and model context protocol (MCP) solutions to drive revenue growth, with AI offerings contributing over 10% of new annual subscription value in Q4 fiscal 2026. The company achieved 14% free cash flow growth to $707M and doubled share repurchases. However, FDS faces headwinds from intensifying AI competition, slowing ASV growth moderation to 5-6.5% in fiscal 2027, and margin pressures from infrastructure investments, leading to a Hold rating.