FactSet Research Systems Inc. (FDS) Stock Analysis
Range Bound setup
Financial Services · Financial Data & Stock Exchanges
Sell if holding. Analyst target reached at $231.53 — A.R:R is negative (-0.2) — price has exceeded the analyst target. Reward from here is too thin for a buy — the engine flags exit. Additional concerns: Concentration risk — Counterparty: single cloud computing supplier.
FactSet provides financial data, analytics, and digital workflow solutions to approximately 9,000 clients and 237,000 investment professionals globally, organized in Americas (65% of fiscal 2025 revenue), EMEA (25%), and Asia Pacific (10%) segments. Revenues are derived from... Read more
Sell if holding. Analyst target reached at $231.53 — A.R:R is negative (-0.2) — price has exceeded the analyst target. Reward from here is too thin for a buy — the engine flags exit. Additional concerns: Concentration risk — Counterparty: single cloud computing supplier. Chart setup: RSI 54 mid-range, Bollinger mid-band. Score 5.2/10, moderate confidence.
Passes 5/8 gates (clean insider activity, no SEC red flags, news events none recent, earnings proximity 54d clear, semi cycle peak clear). Fails on weak momentum and favorable risk/reward ratio and death cross (50MA < 200MA). Suitability: moderate.
Thesis
Key Metrics
Quality Signals
Options Flow
Concentration Risks(10-K Item 1A)
- HIGHcounterpartysingle cloud computing supplier10-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 to transition out effective April 13, 2026; Joshua Warren appointed CFO commencing April 13, 2026. Shan remains employed in a transitional capacity eligible for severance.SEC filing →
- 2026-03-04Item 5.02LOWKate Stepp transitioned from CTO to Chief AI Officer effective March 2, 2026; Bob Stolte assumed the CTO role concurrently. Internal role change, no departure.SEC filing →
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results. Full disclaimer
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. Analyst target reached at $231.53 — A.R:R is negative (-0.2) — price has exceeded the analyst target. Reward from here is too thin for a buy — the engine flags exit. Additional concerns: Concentration risk — Counterparty: single cloud computing supplier. Chart setup: RSI 54 mid-range, Bollinger mid-band. Prior stop was $215.33. Score 5.2/10, moderate confidence.
Take-profit target: $242.38 (+4.7% upside). Prior stop was $215.33. Stop-loss: $215.33.
Concentration risk — Counterparty: single cloud computing supplier; Analyst target reached - limited upside remaining; Weak growth.
FactSet Research Systems Inc. trades at a P/E of 14.6 (forward 11.7). TrendMatrix value score: 6.7/10. 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 provides financial data, analytics, and digital workflow solutions to approximately 9,000 clients and 237,000...
FactSet provides financial data, analytics, and digital workflow solutions to approximately 9,000 clients and 237,000 investment professionals globally, organized in Americas (65% of fiscal 2025 revenue), EMEA (25%), and Asia Pacific (10%) segments. Revenues are derived from multi-year subscriptions; buy-side clients represent approximately 82% of Organic ASV.