FACTSET RESEARCH SYSTEMS INC FDS

Currently 0 bullish, 2 bearish — stable.

Analysts are holding steady at 0 bullish to 2 bearish.

2 YouTube analysts cover FACTSET RESEARCH SYSTEMS INC (FDS).

2 analysts have covered FDS so far…

Analyst opinions

Dividendology37d ago

BEAR$FDSMid-termNarrative

down 52.31% and priced at a 12 forward P/E with AI disruption risk.

FDS looks priced for weak growth after a 52.31% drawdown, so upside hinges on whether AI features truly defend its premium data moat.

The stock is down 52.31% and trades on a 12 forward P/E, which the argument ties to expectations of limited future earnings and free-cash-flow growth. While AI-enabled document search to 85,000 users is a near-term win, AI could reduce demand for as many paid research seats unless FactSet meaningfully enhances its offerings.

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Value Investing with Sven Carlin, Ph.D.87d ago

BEAR$FDS

AI disruption discounts further downside

FDS looks fairly priced at a P/E of 12 versus 30 previously, but the market’s concern about structural disruption from AI-driven commoditization and margin drag still implies meaningful downside, making this a gamble I personally avoid.

FactSet has de-rated from roughly 30x to 12x earnings, but AI-driven commoditization of financial data and ongoing margin drag from rising costs suggest the correction may not be complete. Structural erosion of switching-cost advantages undermines confidence in a durable earnings recovery.

"FDS Stocks Down 56%, Buy Now on P/E of 12 (was 30)?"

No official filings surfaced for FDS yet.