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FDS Should I Buy

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0.000(0.000%)Aft-market
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Intellectia

Should You Buy Factset Research Systems Inc (FDS) Today? Analysis, Price Targets, and 2026 Outlook.

Conclusion
Hold
Latest Price
223.610
1 Day change
-0.17%
52 Week Range
474.790
Analysis Updated At
2026/05/08
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FactSet is not a strong buy right now for a Beginner long-term investor, even with $50,000-$100,000 available. The business is still growing revenue, but earnings, EPS, and margins are slipping, and the stock’s trend is neutral-to-bearish with no proprietary buy signal. Because the user is impatient and wants a direct answer, my view is: do not buy now; wait for a clearer technical turn or better confirmation of earnings recovery.

Technical Analysis

The price is 224.95 in pre-market, up 0.43%, which is only a mild bounce. The technical picture is weak: MACD histogram is negative at -1.879, RSI_6 is neutral at 49.667, and moving averages are bearish with SMA_200 > SMA_20 > SMA_5. That setup suggests the stock is still below a strong uptrend. Key levels matter: pivot 221.404 is nearby support, with resistance at 233.911 and 241.637. With no AI Stock Picker signal and no recent SwingMax entry, the chart does not support an aggressive buy today.

Options Data

Bearish
Open Interest Put-Call Ratio
Bearish
Option Volume Put-Call Ratio

Options sentiment is cautious-to-bearish. Put-call open interest is above 1, and the option volume put-call ratio is extremely high at 11.44, showing heavy put activity versus calls. Total option volume is also more than 2.2x the 30-day average, which signals elevated interest and likely hedging or downside positioning. IV is moderately elevated, with 30d IV at 48.14 and IV percentile at 75.7, supporting the view that traders are paying up for protection.

Technical Summary

StrongSellSellNeutralBuyStrongBuydotted line Image
Sell
6
Buy
3

Positive Catalysts

  • ["Revenue in 2026/Q2 increased 7.07% YoY to 611.0M, showing continued top-line growth.", "Analysts note competitive wins and higher pricing capture after Q2 results.", "RBC expects operating leverage to support margin expansion over the medium term and in 2027.", "Congress trading data shows 2 purchase transactions and 0 sales in the last 90 days, a positive sentiment signal.", "The stock is trading near its pivot level, so a short-term rebound is possible if buyers defend support."]

Neutral/Negative Catalysts

  • ["Net income fell 8.15% YoY in the latest quarter.", "EPS declined 4.52% YoY and gross margin fell 2.52% YoY.", "Technical trend remains bearish with SMA_200 > SMA_20 > SMA_5.", "MACD remains negative, indicating weak momentum.", "Analyst targets have been cut across the board recently, showing softer Wall Street expectations.", "Several firms are cautious or negative on AI disruption and limited pricing power risk.", "Options flow shows strong put demand, pointing to caution in the market."]

Financial Performance

In the latest quarter, FactSet showed revenue growth of 7.07% YoY to 611.0M, which is solid for a mature information services company. However, profitability weakened: net income dropped 8.15% YoY, EPS fell 4.52% YoY, and gross margin declined to 51.43% from a year ago. This is a mixed quarter: sales growth is intact, but margin and bottom-line pressure are reducing the quality of growth. For a long-term beginner investor, that makes the stock less compelling as an immediate buy.

Growth

Profitability

Efficiency

Analyst Ratings and Price Target Trends

Analyst sentiment is mixed to cautious. RBC kept Sector Perform and $243 PT after Q2, Stifel cut its target to $248 and kept Hold, UBS remains Buy but lowered its target to $380, BMO cut to $257 and stayed Market Perform, Goldman kept Sell with a lower $217 target, Morgan Stanley kept Equal Weight with a reduced $228 target, Deutsche Bank lowered to $275 and kept Hold, Barclays stayed Underweight at $210, and BofA remained Underperform at $195. Overall, Wall Street sees some execution improvement and pricing gains, but the consensus view still reflects caution about AI disruption, competitive pressure, and limited pricing power.

Wall Street analysts forecast FDS stock price to rise
12 Analyst Rating
Wall Street analysts forecast FDS stock price to rise
1 Buy
7 Hold
4 Sell
Hold
Current: 223.980
sliders
Low
253
Averages
295.91
High
326
Current: 223.980
sliders
Low
253
Averages
295.91
High
326
RBC Capital
Sector Perform
maintain
$243
AI Analysis
2026-04-01
Reason
RBC Capital
Price Target
$243
AI Analysis
2026-04-01
maintain
Sector Perform
Reason
RBC Capital keeps a Sector Perform rating and $243 price target on FactSet after its Q2 results. The quarter beat expectations thanks to competitive wins and higher pricing capture, reflecting solid execution and revised sales incentive structures, the analyst tells investors in a research note. RBC adds that it expects operating leverage to drive FactSet margin expansion in 2027 and over the medium term.
Stifel
Hold
downgrade
$295 -> $248
2026-04-01
Reason
Stifel
Price Target
$295 -> $248
2026-04-01
downgrade
Hold
Reason
Stifel lowered the firm's price target on FactSet to $248 from $295 and keeps a Hold rating on the shares. The efforts the company has made over the last several years, together with some of the changes the new CEO has been making in the last few quarters, seem to be coming together to drive accelerated revenue growth, but the firm's "main question" is the trajectory of this revenue growth improvement, the analyst tells investors.
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