MSCI to Announce May 2026 Index Review Results
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1 hour ago
0mins
Should l Buy MSCI?
Source: Newsfilter
- Index Review Timing: MSCI will announce the list of additions and deletions for the May 2026 Index Review on May 12, 2026, at 11:00 PM CEST, with all changes effective at the close on May 29, 2026, thereby providing investors with updated market dynamics and decision-making support.
- Information Release Channels: The list will be posted on MSCI's website, followed by a summary on Bloomberg and Reuters, ensuring that global investors can access critical information promptly, enhancing their market responsiveness.
- Client Access to Information: MSCI will provide detailed rebalancing information to clients, accessible in the subscriber section of the MSCI website, which will help clients better understand the changes in their portfolios and their potential impacts.
- Global Market Impact: This index review encompasses several key indexes, including the MSCI Global Standard and Small Cap Indexes, reflecting MSCI's significant role in the global investment market, which can influence investors' asset allocation and market liquidity.
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Analyst Views on MSCI
Wall Street analysts forecast MSCI stock price to rise
9 Analyst Rating
7 Buy
2 Hold
0 Sell
Strong Buy
Current: 582.270
Low
570.00
Averages
648.88
High
710.00
Current: 582.270
Low
570.00
Averages
648.88
High
710.00
About MSCI
MSCI Inc. (MSCI) is a provider of critical decision support tools and solutions for the global investment community. The Company operates through four segments: Index, Analytics, ESG and Climate, and All Other-Private Assets. The Index segment offers products, such as MSCI Global Equity Indexes, ESG and Climate Indexes, Factor Indexes, Thematic Indexes, Client-Designed Indexes, Fixed Income Indexes and Real Assets Indexes. The Analytics segment offers risk management, performance attribution and portfolio management content, applications and services. Its ESG and Climate segment offerings include MSCI ESG Ratings, MSCI ESG Business Involvement Screening Research, and MSCI Climate Solutions. The Company's All Other-Private Assets segment comprises the Real Assets segment and Private Capital Solutions segment. The Real Assets segment offers data, benchmarks, return-analytics, climate assessments and market insights for tangible assets such as real estate and infrastructure.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
MSCI to Announce May 2026 Index Review Results
- Index Review Timing: MSCI will announce the list of additions and deletions for the May 2026 Index Review on May 12, 2026, at 11:00 PM CEST, with all changes effective at the close on May 29, 2026, thereby providing investors with updated market dynamics and decision-making support.
- Information Release Channels: The list will be posted on MSCI's website, followed by a summary on Bloomberg and Reuters, ensuring that global investors can access critical information promptly, enhancing their market responsiveness.
- Client Access to Information: MSCI will provide detailed rebalancing information to clients, accessible in the subscriber section of the MSCI website, which will help clients better understand the changes in their portfolios and their potential impacts.
- Global Market Impact: This index review encompasses several key indexes, including the MSCI Global Standard and Small Cap Indexes, reflecting MSCI's significant role in the global investment market, which can influence investors' asset allocation and market liquidity.
See More
Michael Burry Reenters Investment Scene with Microsoft Bet
- New Investment Direction: Michael Burry recently announced a new investment in Microsoft (MSFT) through his Substack, reflecting his confidence in 'bombed-out software and payment stocks,' despite Microsoft experiencing a 23% drop in Q1, marking its worst performance since the 2008 financial crisis.
- Software Sector Analysis: Burry believes the pressures facing the software industry stem from a 'reflexive positive feedback loop' between declining software stock prices and corporate debt, but he asserts that this dynamic cannot persist much longer, suggesting a potential rebound ahead.
- AI Impact Assessment: While Burry acknowledges the serious impacts of AI on several software companies, he remains unconcerned about the stocks he has chosen, believing they still hold investment value, particularly given the strong performance of Microsoft's Azure cloud business.
- Copilot Growth Potential: Although Microsoft's AI assistant Copilot currently has only 15 million paid users, a small fraction of its Microsoft 365 user base, CEO Satya Nadella is actively working on releasing new features, which could become a growth engine in the future, despite the presence of many AI assistant options in the market.
See More
Michael Burry Increases Holdings in Microsoft and Other Software Stocks
- New Investment Positioning: Michael Burry has initiated a new position in Microsoft and other software stocks, believing these software and fintech payment companies are oversold despite broader market downside risks, indicating his confidence in these sectors.
- Increased Holdings: Burry has also increased his stakes in MSCI, PayPal, and Adobe, which have seen declines of approximately 25%, 37%, and 54% from their peaks, respectively, reflecting his optimism towards these depressed assets.
- Growing Market Concerns: Burry has expressed increasing unease about the broader market, noting that despite persistent geopolitical tensions, the market has experienced an unprecedented rally, suggesting a cautious outlook on future market trends.
- Put Options Strategy: He has raised the proportion of put options to 5% of his portfolio, indicating a more conservative investment strategy in light of potential market volatility under the current conditions.
See More
Burry Increases Holdings in Microsoft and GameStop Stocks
- New Investment Moves: Notable investor Michael Burry disclosed a new position in Microsoft and increased his GameStop holdings for the second consecutive day, with a reported purchase of $6.4 million on Wednesday, indicating confidence in both companies' market potential.
- Tech Stock Declines: Major declines in ServiceNow and IBM following disappointing earnings have led to significant stock drops, with ServiceNow citing impacts from the Middle East conflict and issuing a lower full-year subscription gross margin outlook, while IBM's stock fell 8.3% due to unchanged revenue guidance, raising investor concerns about other tech firms.
- Options Trading Strategy: Burry purchased put options on QQQ, NVIDIA, and SOXX with strike prices of $550, $115, and $330 respectively, reflecting his bearish outlook on tech stocks, particularly after the AI-driven rally in semiconductor stocks.
- Market Dynamics Analysis: Despite the downturn in software and payment stocks, Burry remains optimistic about bombed-out stocks, suggesting that the AI-driven rally may cool off, especially after the semiconductor sector's historic surge, indicating potential market adjustments ahead.
See More
Michael Burry Bets on PayPal and Other Software Stocks
- PayPal Investment: Michael Burry has initiated a 3.5% position in PayPal, which has fallen below $50 per share due to AI concerns; however, its prudent stock-based compensation policy and discounted valuation make it attractive in the competitive digital payments market.
- Salesforce Outlook: Burry plans to increase his stake in Salesforce, which has dropped nearly 30% this year, yet its 23% share of the global CRM market and AI-driven Agentforce product provide a competitive edge, with the stock currently trading at 14 times forward earnings.
- MSCI Potential: Burry also intends to buy MSCI, which has risen 6% this year; despite facing AI competition in financial research tools, its current price-to-earnings ratio of 31 is below the five-year average, indicating potential value.
- Market Dynamics Analysis: Burry views the recent sell-off in software stocks as a
See More
MSCI Q1 2026 Earnings Call Highlights
- Financial Metrics Growth: MSCI achieved over 13% organic revenue growth, nearly 14% adjusted EPS growth, and almost 19% adjusted EBITDA growth in Q1 2026, indicating strong performance and sustained profitability in the market.
- Share Buyback Program: As of yesterday, MSCI repurchased over $464 million of its shares at an average price of about $556 per share, which not only enhances shareholder value but also reflects the company's confidence in its stock.
- Asset-Based Fee Growth: The annualized growth rate for asset-based fees reached 25% in Q1, hitting a record $872 million, while the subscription service's annualized growth rate was 9%, demonstrating the company's ability to attract new clients and enhance existing client value.
- AI-Driven Business Transformation: With the widespread adoption of Agentic AI, MSCI's business momentum has significantly increased, and management's outlook is positive, expecting approximately 5% revenue growth in Analytics for Q2 2026, showcasing the effectiveness of the company's strategic positioning in AI.
See More
MSCI to Announce May 2026 Index Review Results
- Index Review Timing: MSCI will announce the list of additions and deletions for the May 2026 Index Review on May 12, 2026, at 11:00 PM CEST, with all changes effective at the close on May 29, 2026, thereby providing investors with updated market dynamics and decision-making support.
- Information Release Channels: The list will be posted on MSCI's website, followed by a summary on Bloomberg and Reuters, ensuring that global investors can access critical information promptly, enhancing their market responsiveness.
- Client Access to Information: MSCI will provide detailed rebalancing information to clients, accessible in the subscriber section of the MSCI website, which will help clients better understand the changes in their portfolios and their potential impacts.
- Global Market Impact: This index review encompasses several key indexes, including the MSCI Global Standard and Small Cap Indexes, reflecting MSCI's significant role in the global investment market, which can influence investors' asset allocation and market liquidity.
See More
Michael Burry Reenters Investment Scene with Microsoft Bet
- New Investment Direction: Michael Burry recently announced a new investment in Microsoft (MSFT) through his Substack, reflecting his confidence in 'bombed-out software and payment stocks,' despite Microsoft experiencing a 23% drop in Q1, marking its worst performance since the 2008 financial crisis.
- Software Sector Analysis: Burry believes the pressures facing the software industry stem from a 'reflexive positive feedback loop' between declining software stock prices and corporate debt, but he asserts that this dynamic cannot persist much longer, suggesting a potential rebound ahead.
- AI Impact Assessment: While Burry acknowledges the serious impacts of AI on several software companies, he remains unconcerned about the stocks he has chosen, believing they still hold investment value, particularly given the strong performance of Microsoft's Azure cloud business.
- Copilot Growth Potential: Although Microsoft's AI assistant Copilot currently has only 15 million paid users, a small fraction of its Microsoft 365 user base, CEO Satya Nadella is actively working on releasing new features, which could become a growth engine in the future, despite the presence of many AI assistant options in the market.
See More
Michael Burry Increases Holdings in Microsoft and Other Software Stocks
- New Investment Positioning: Michael Burry has initiated a new position in Microsoft and other software stocks, believing these software and fintech payment companies are oversold despite broader market downside risks, indicating his confidence in these sectors.
- Increased Holdings: Burry has also increased his stakes in MSCI, PayPal, and Adobe, which have seen declines of approximately 25%, 37%, and 54% from their peaks, respectively, reflecting his optimism towards these depressed assets.
- Growing Market Concerns: Burry has expressed increasing unease about the broader market, noting that despite persistent geopolitical tensions, the market has experienced an unprecedented rally, suggesting a cautious outlook on future market trends.
- Put Options Strategy: He has raised the proportion of put options to 5% of his portfolio, indicating a more conservative investment strategy in light of potential market volatility under the current conditions.
See More
Burry Increases Holdings in Microsoft and GameStop Stocks
- New Investment Moves: Notable investor Michael Burry disclosed a new position in Microsoft and increased his GameStop holdings for the second consecutive day, with a reported purchase of $6.4 million on Wednesday, indicating confidence in both companies' market potential.
- Tech Stock Declines: Major declines in ServiceNow and IBM following disappointing earnings have led to significant stock drops, with ServiceNow citing impacts from the Middle East conflict and issuing a lower full-year subscription gross margin outlook, while IBM's stock fell 8.3% due to unchanged revenue guidance, raising investor concerns about other tech firms.
- Options Trading Strategy: Burry purchased put options on QQQ, NVIDIA, and SOXX with strike prices of $550, $115, and $330 respectively, reflecting his bearish outlook on tech stocks, particularly after the AI-driven rally in semiconductor stocks.
- Market Dynamics Analysis: Despite the downturn in software and payment stocks, Burry remains optimistic about bombed-out stocks, suggesting that the AI-driven rally may cool off, especially after the semiconductor sector's historic surge, indicating potential market adjustments ahead.
See More
Michael Burry Bets on PayPal and Other Software Stocks
- PayPal Investment: Michael Burry has initiated a 3.5% position in PayPal, which has fallen below $50 per share due to AI concerns; however, its prudent stock-based compensation policy and discounted valuation make it attractive in the competitive digital payments market.
- Salesforce Outlook: Burry plans to increase his stake in Salesforce, which has dropped nearly 30% this year, yet its 23% share of the global CRM market and AI-driven Agentforce product provide a competitive edge, with the stock currently trading at 14 times forward earnings.
- MSCI Potential: Burry also intends to buy MSCI, which has risen 6% this year; despite facing AI competition in financial research tools, its current price-to-earnings ratio of 31 is below the five-year average, indicating potential value.
- Market Dynamics Analysis: Burry views the recent sell-off in software stocks as a
See More
MSCI Q1 2026 Earnings Call Highlights
- Financial Metrics Growth: MSCI achieved over 13% organic revenue growth, nearly 14% adjusted EPS growth, and almost 19% adjusted EBITDA growth in Q1 2026, indicating strong performance and sustained profitability in the market.
- Share Buyback Program: As of yesterday, MSCI repurchased over $464 million of its shares at an average price of about $556 per share, which not only enhances shareholder value but also reflects the company's confidence in its stock.
- Asset-Based Fee Growth: The annualized growth rate for asset-based fees reached 25% in Q1, hitting a record $872 million, while the subscription service's annualized growth rate was 9%, demonstrating the company's ability to attract new clients and enhance existing client value.
- AI-Driven Business Transformation: With the widespread adoption of Agentic AI, MSCI's business momentum has significantly increased, and management's outlook is positive, expecting approximately 5% revenue growth in Analytics for Q2 2026, showcasing the effectiveness of the company's strategic positioning in AI.
See More
