FactSet Research Systems Inc. (FDS) Stock Analysis
Range Bound setup
Financial Services · Financial Data & Stock Exchanges
Sell if holding. At $241.16, A.R:R is negative (-0.4) — price has exceeded the analyst target. Reward from here is too thin for a buy — the engine flags exit. Additional concerns: Single-region cliff: 65% exposure to Americas (≥60% threshold). Regional macroeconomic shock = idiosyncratic terminal risk.; Concentration risk — Geographic: Americas (65.0%).
FactSet Research Systems is a global financial data platform providing analytics, data feeds, and workflow solutions to ~9,000 clients with 237K professional users. Revenue is 65% Americas, 25% EMEA, 10% Asia Pacific, primarily from multi-year subscriptions; buy-side clients... Read more
Sell if holding. At $241.16, A.R:R is negative (-0.4) — price has exceeded the analyst target. Reward from here is too thin for a buy — the engine flags exit. Additional concerns: Single-region cliff: 65% exposure to Americas (≥60% threshold). Regional macroeconomic shock = idiosyncratic terminal risk.; Concentration risk — Geographic: Americas (65.0%). Chart setup: RSI 56 mid-range, Bollinger mid-band. Score 5.5/10, moderate confidence.
Passes 7/11 gates (positive momentum, clean insider activity, positive momentum, news events none recent, earnings proximity 16d clear, semi cycle peak clear, materials cycle peak clear). Fails on favorable risk/reward ratio and finsvc regional cliff hard block. Suitability: moderate.
Recent developments
updated 2026-06-14Recent Developments — FactSet Research Systems Inc.
Latest news
- NEWS A Look At FactSet Research Systems (FDS) Valuation After Recent Share Price Rebound And 28.8% Undervaluation Claim - Yah — Yahoo Finance positive
- NEWS FactSet slides 6.5% as rate worries hit market sentiment; stock still weighed by margin and valuation concerns - Quiver — Quiver Quantitative negative
- NEWS FactSet Research Systems (FDS) Drops 5.3% to $204.53 - AlphaStreet — AlphaStreet negative
- NEWS A Look at FactSet Research Systems Inc (FDS) After 5.5% Decline -- GF Value $505.12 vs Price $255.82 - GuruFocus — GuruFocus negative
- NEWS FactSet Research Systems Inc (FDS) Shares Surge 5.5% -- What GF Score of 77 Tells Investors - GuruFocus — GuruFocus positive
Generated 2026-06-15T18:11:46Z.
Upcoming dated catalysts
Thesis
Key Metrics
Quality Signals
Options Flow
Concentration Risks(10-K Item 1A)
- HIGHGeographicAmericas65%10-K Item 1: 'Revenues from the Americas represented 65% of total revenues during fiscal 2025'
- HIGHCustomerbuy-side clients82%10-K Item 1: 'Buy-side clients accounted for approximately 82% of our Organic ASV as of August 31, 2025'
- MEDIUMSupplierone cloud provider10-K Item 1: 'one supplier provided the majority of our cloud computing support for fiscal 2025'
Material Events(8-K, last 90d)
- 2026-04-08Item 5.02MEDIUMCFO Helen Shan transitioning out effective April 13, 2026; Joshua Warren (former CFO of Envestnet, 2023-2025) appointed CFO starting April 13, 2026. Clean handoff.SEC filing →
- 2026-03-04Item 5.02LOWKate Stepp named Chief AI Officer effective March 2, 2026; Bob Stolte assumed CTO role on same date. Role reorganization with successor named; no officer departure without replacement.SEC filing →
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results.
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Rating Breakdown
2 floor-breakers
Growth below the gate floor. Component breakdown shows what dragged the score down.static
Technicals below the gate floor. Component breakdown shows what dragged the score down.static
Price Targets
Position Sizing
Risk Alerts
Earnings
Verdict History
Frequently Asked Questions
Sell if holding. At $241.16, A.R:R is negative (-0.4) — price has exceeded the analyst target. Reward from here is too thin for a buy — the engine flags exit. Additional concerns: Single-region cliff: 65% exposure to Americas (≥60% threshold). Regional macroeconomic shock = idiosyncratic terminal risk.; Concentration risk — Geographic: Americas (65.0%). Chart setup: RSI 56 mid-range, Bollinger mid-band. Prior stop was $224.28. Score 5.5/10, moderate confidence.
Take-profit target: $266.95 (+10.7% upside). Prior stop was $224.28. Stop-loss: $224.28.
Single-region cliff: 65% exposure to Americas (≥60% threshold). Regional macroeconomic shock = idiosyncratic terminal risk.; Concentration risk — Geographic: Americas (65.0%); Concentration risk — Customer: buy-side clients (82.0%).
FactSet Research Systems Inc. trades at a P/E of 15.5 (forward 12.4). TrendMatrix value score: 6.6/10. Verdict: Sell.
27 analysts cover FDS with a consensus score of 2.7/5. Average price target: $252.
What does FactSet Research Systems Inc. do?FactSet Research Systems is a global financial data platform providing analytics, data feeds, and workflow solutions to...
FactSet Research Systems is a global financial data platform providing analytics, data feeds, and workflow solutions to ~9,000 clients with 237K professional users. Revenue is 65% Americas, 25% EMEA, 10% Asia Pacific, primarily from multi-year subscriptions; buy-side clients account for ~82% of Organic ASV. Annual ASV retention exceeded 95%.