http://www.streetinsider.com Latest StreetInsider.com News Articles en-us Copyright 2026, StreetInsider.com rss@streetinsider.com (SI RSS) rss@streetinsider.com (SI RSS) Wed, 22 Jul 2026 09:15:45 -0400 http://blogs.law.harvard.edu/tech/rss http://www.streetinsider.com/images/rss_logo.gif http://www.streetinsider.com 143 28 0 1 2 3 21 22 23 Saturday Sunday http://www.streetinsider.com/Analyst+Comments/UBS+Reiterates+Buy+Rating+on+FactSet+Research+Systems+%28FDS%29+on+Near-Term+Growth+Potential/26799309.html <p>UBS analyst Alex Kramm reiterated a Buy rating and $340.00 price target on FactSet Research Systems (NYSE: FDS).</p><p>The analyst commented, "This week we hosted investor meetings with Sanoke Viswanathan, CEO, and Josh Warren, CFO. While management acknowledged significant uncertainty around the path ahead, it views AI-driven changes as the opportunity of a lifetime to gain share by leveraging its deeply-embedded base, strong domain knowledge, high-quality data, and superior service model. Management expects both the workstation and pricing models to evolve, giving clients significant flexibility to consume FDS' data and solutions. While the AI disruption theme will remain difficult to disprove, http://www.streetinsider.com/Analyst+Comments/UBS+Reiterates+Buy+Rating+on+FactSet+Research+Systems+%28FDS%29+on+Near-Term+Growth+Potential/26799309.html Wed, 22 Jul 2026 09:15:45 -0400 FDS http://www.streetinsider.com/Analyst+PT+Change/FactSet+Research+Systems+%28FDS%29+PT+Raised+to+%24282+at+BMO+Capital/26782048.html BMO Capital analyst Jeffrey Silber raised the price target on FactSet Research Systems (NYSE: FDS) to $282.00 (from $275.00) while maintaining a Market Perform rating. http://www.streetinsider.com/Analyst+PT+Change/FactSet+Research+Systems+%28FDS%29+PT+Raised+to+%24282+at+BMO+Capital/26782048.html Fri, 17 Jul 2026 07:57:05 -0400 FDS http://www.streetinsider.com/General+News/Wolfe+sees+sentiment+shift+in+business+services+stocks/26769916.html <p>Investing.com -- Business and information services stocks have gained ground in recent weeks, with the Wolfe Business and Information Services Index rising 4% month-to-date, compared to a 1% increase in the S&P 500 and flat performance in the S&P equal-weight index.</p><p>Wolfe Research said the movement may partly reflect capital flowing away from AI-related names such as semiconductors, which fell 11% month-to-date as measured by the SOXX index. The firm said investors appear less concerned about potential negative effects from artificial intelligence on the sector.</p><p>FactSet's (NYSE:FDS) fiscal third quarter 2026 results earlier this month showed early signs of monetization benefits from http://www.streetinsider.com/General+News/Wolfe+sees+sentiment+shift+in+business+services+stocks/26769916.html Wed, 15 Jul 2026 05:30:08 -0400 FDS FICO MCO MSCI SPGI TRU VRSK http://www.streetinsider.com/General+News/Wolfe+sees+sentiment+shift+in+business+services+stocks/26769916.html <p>Investing.com -- Business and information services stocks have gained ground in recent weeks, with the Wolfe Business and Information Services Index rising 4% month-to-date, compared to a 1% increase in the S&P 500 and flat performance in the S&P equal-weight index.</p><p>Wolfe Research said the movement may partly reflect capital flowing away from AI-related names such as semiconductors, which fell 11% month-to-date as measured by the SOXX index. The firm said investors appear less concerned about potential negative effects from artificial intelligence on the sector.</p><p>FactSet's (NYSE:FDS) fiscal third quarter 2026 results earlier this month showed early signs of monetization benefits from http://www.streetinsider.com/General+News/Wolfe+sees+sentiment+shift+in+business+services+stocks/26769916.html Wed, 15 Jul 2026 05:30:08 -0400 FDS FICO MCO MSCI SPGI TRU VRSK http://www.streetinsider.com/General+News/Wolfe+sees+sentiment+shift+in+business+services+stocks/26769916.html <p>Investing.com -- Business and information services stocks have gained ground in recent weeks, with the Wolfe Business and Information Services Index rising 4% month-to-date, compared to a 1% increase in the S&P 500 and flat performance in the S&P equal-weight index.</p><p>Wolfe Research said the movement may partly reflect capital flowing away from AI-related names such as semiconductors, which fell 11% month-to-date as measured by the SOXX index. The firm said investors appear less concerned about potential negative effects from artificial intelligence on the sector.</p><p>FactSet's (NYSE:FDS) fiscal third quarter 2026 results earlier this month showed early signs of monetization benefits from http://www.streetinsider.com/General+News/Wolfe+sees+sentiment+shift+in+business+services+stocks/26769916.html Wed, 15 Jul 2026 05:30:08 -0400 FDS FICO MCO MSCI SPGI TRU VRSK http://www.streetinsider.com/General+News/Wolfe+sees+sentiment+shift+in+business+services+stocks/26769916.html <p>Investing.com -- Business and information services stocks have gained ground in recent weeks, with the Wolfe Business and Information Services Index rising 4% month-to-date, compared to a 1% increase in the S&P 500 and flat performance in the S&P equal-weight index.</p><p>Wolfe Research said the movement may partly reflect capital flowing away from AI-related names such as semiconductors, which fell 11% month-to-date as measured by the SOXX index. The firm said investors appear less concerned about potential negative effects from artificial intelligence on the sector.</p><p>FactSet's (NYSE:FDS) fiscal third quarter 2026 results earlier this month showed early signs of monetization benefits from http://www.streetinsider.com/General+News/Wolfe+sees+sentiment+shift+in+business+services+stocks/26769916.html Wed, 15 Jul 2026 05:30:08 -0400 FDS FICO MCO MSCI SPGI TRU VRSK http://www.streetinsider.com/General+News/Wolfe+sees+sentiment+shift+in+business+services+stocks/26769916.html <p>Investing.com -- Business and information services stocks have gained ground in recent weeks, with the Wolfe Business and Information Services Index rising 4% month-to-date, compared to a 1% increase in the S&P 500 and flat performance in the S&P equal-weight index.</p><p>Wolfe Research said the movement may partly reflect capital flowing away from AI-related names such as semiconductors, which fell 11% month-to-date as measured by the SOXX index. The firm said investors appear less concerned about potential negative effects from artificial intelligence on the sector.</p><p>FactSet's (NYSE:FDS) fiscal third quarter 2026 results earlier this month showed early signs of monetization benefits from http://www.streetinsider.com/General+News/Wolfe+sees+sentiment+shift+in+business+services+stocks/26769916.html Wed, 15 Jul 2026 05:30:08 -0400 FDS FICO MCO MSCI SPGI TRU VRSK http://www.streetinsider.com/General+News/Wolfe+sees+sentiment+shift+in+business+services+stocks/26769916.html <p>Investing.com -- Business and information services stocks have gained ground in recent weeks, with the Wolfe Business and Information Services Index rising 4% month-to-date, compared to a 1% increase in the S&P 500 and flat performance in the S&P equal-weight index.</p><p>Wolfe Research said the movement may partly reflect capital flowing away from AI-related names such as semiconductors, which fell 11% month-to-date as measured by the SOXX index. The firm said investors appear less concerned about potential negative effects from artificial intelligence on the sector.</p><p>FactSet's (NYSE:FDS) fiscal third quarter 2026 results earlier this month showed early signs of monetization benefits from http://www.streetinsider.com/General+News/Wolfe+sees+sentiment+shift+in+business+services+stocks/26769916.html Wed, 15 Jul 2026 05:30:08 -0400 FDS FICO MCO MSCI SPGI TRU VRSK http://www.streetinsider.com/General+News/Wolfe+sees+sentiment+shift+in+business+services+stocks/26769916.html <p>Investing.com -- Business and information services stocks have gained ground in recent weeks, with the Wolfe Business and Information Services Index rising 4% month-to-date, compared to a 1% increase in the S&P 500 and flat performance in the S&P equal-weight index.</p><p>Wolfe Research said the movement may partly reflect capital flowing away from AI-related names such as semiconductors, which fell 11% month-to-date as measured by the SOXX index. The firm said investors appear less concerned about potential negative effects from artificial intelligence on the sector.</p><p>FactSet's (NYSE:FDS) fiscal third quarter 2026 results earlier this month showed early signs of monetization benefits from http://www.streetinsider.com/General+News/Wolfe+sees+sentiment+shift+in+business+services+stocks/26769916.html Wed, 15 Jul 2026 05:30:08 -0400 FDS FICO MCO MSCI SPGI TRU VRSK http://www.streetinsider.com/Analyst+PT+Change/FactSet+Research+Systems+%28FDS%29+PT+Raised+to+%24216+at+Barclays/26731737.html Barclays analyst Manav Patnaik raised the price target on FactSet Research Systems (NYSE: FDS) to $216.00 (from $210.00) while maintaining a Underweight rating. http://www.streetinsider.com/Analyst+PT+Change/FactSet+Research+Systems+%28FDS%29+PT+Raised+to+%24216+at+Barclays/26731737.html Mon, 06 Jul 2026 04:15:31 -0400 FDS http://www.streetinsider.com/Analyst+PT+Change/FactSet+Research+Systems+%28FDS%29+PT+Raised+to+%24253+at+Jefferies/26726342.html <p>Jefferies analyst Surinder Thind raised the price target on FactSet Research Systems (NYSE: FDS) to $253.00 (from $225.00) while maintaining a Hold rating.</p><p>The analyst comments "Following a better than expected earnings print, we are incrementally more positive on the business, and our estimates increase modestly to reflect the beat. Mgmt expressed confidence around current bookings trends, and expects to be towards the high end of its full-year ASV and adj EPS guidance next quarter as it closes out F2026. MSD+ growth appears poised to continue, with the debate around margins the current primary focal point for bears. What should you http://www.streetinsider.com/Analyst+PT+Change/FactSet+Research+Systems+%28FDS%29+PT+Raised+to+%24253+at+Jefferies/26726342.html Thu, 02 Jul 2026 13:43:04 -0400 FDS http://www.streetinsider.com/Analyst+Comments/FactSet+Research+Systems+%28FDS%29+PT+Raised+to+%24253+at+Jefferies/26726342.html <p>Jefferies analyst Surinder Thind raised the price target on FactSet Research Systems (NYSE: FDS) to $253.00 (from $225.00) while maintaining a Hold rating.</p><p>The analyst comments "Following a better than expected earnings print, we are incrementally more positive on the business, and our estimates increase modestly to reflect the beat. Mgmt expressed confidence around current bookings trends, and expects to be towards the high end of its full-year ASV and adj EPS guidance next quarter as it closes out F2026. MSD+ growth appears poised to continue, with the debate around margins the current primary focal point for bears. What should you http://www.streetinsider.com/Analyst+Comments/FactSet+Research+Systems+%28FDS%29+PT+Raised+to+%24253+at+Jefferies/26726342.html Thu, 02 Jul 2026 13:43:04 -0400 FDS http://www.streetinsider.com/Analyst+PT+Change/FactSet+Research+Systems+%28FDS%29+PT+Raised+to+%24275+at+BMO+Capital/26723911.html (Updated - July 2, 2026 12:07 PM EDT) <p>BMO Capital analyst Jeffrey Silber raised the price target on FactSet Research Systems (NYSE: FDS) to $275.00 (from $257.00) while maintaining a Market Perform rating.</p><p>The analyst commented: "FY3Q26 Beat Though Margin Miss; AI Initiatives Tracking Well; FDS reported a mixed quarter with upside driven by share count and, partially offset by investment-driven margin pressure. Growth was balanced across client segments, with strength in wealth and dealmakers. Early AI traction remains positive, supporting faster growth within the installed base and accelerating the shift toward larger enterprise agreements, though still in the early innings. Guidance http://www.streetinsider.com/Analyst+PT+Change/FactSet+Research+Systems+%28FDS%29+PT+Raised+to+%24275+at+BMO+Capital/26723911.html Thu, 02 Jul 2026 12:07:38 -0400 FDS http://www.streetinsider.com/Analyst+Comments/FactSet+Research+Systems+%28FDS%29+PT+Raised+to+%24275+at+BMO+Capital/26723911.html (Updated - July 2, 2026 12:07 PM EDT) <p>BMO Capital analyst Jeffrey Silber raised the price target on FactSet Research Systems (NYSE: FDS) to $275.00 (from $257.00) while maintaining a Market Perform rating.</p><p>The analyst commented: "FY3Q26 Beat Though Margin Miss; AI Initiatives Tracking Well; FDS reported a mixed quarter with upside driven by share count and, partially offset by investment-driven margin pressure. Growth was balanced across client segments, with strength in wealth and dealmakers. Early AI traction remains positive, supporting faster growth within the installed base and accelerating the shift toward larger enterprise agreements, though still in the early innings. Guidance http://www.streetinsider.com/Analyst+Comments/FactSet+Research+Systems+%28FDS%29+PT+Raised+to+%24275+at+BMO+Capital/26723911.html Thu, 02 Jul 2026 12:07:38 -0400 FDS http://www.streetinsider.com/Analyst+PT+Change/FactSet+Research+Systems+%28FDS%29+PT+Lowered+to+%24340+at+UBS+on+Q3+Outperformance/26724434.html <p>UBS analyst Alex Kramm lowered the price target on FactSet Research Systems (NYSE: FDS) to $340.00 (from $380.00) while maintaining a Buy rating.</p><p>The analyst commented, "FDS outperformed following F3Q results on a fifth straight quarter of organic ASV growth acceleration and commentary that the F4Q was tracking ahead of a record F4Q25 a year ago. Expanding contracts with existing clients drove ASV growth and the company views this as a large ongoing opportunity, particularly since investments in real-time data, managed portfolio services, deep sector data and private market data have increased FDS' offerings. Relative to last quarter, ASV growth from clients http://www.streetinsider.com/Analyst+PT+Change/FactSet+Research+Systems+%28FDS%29+PT+Lowered+to+%24340+at+UBS+on+Q3+Outperformance/26724434.html Thu, 02 Jul 2026 08:39:06 -0400 FDS http://www.streetinsider.com/Analyst+Comments/FactSet+Research+Systems+%28FDS%29+PT+Lowered+to+%24340+at+UBS+on+Q3+Outperformance/26724434.html <p>UBS analyst Alex Kramm lowered the price target on FactSet Research Systems (NYSE: FDS) to $340.00 (from $380.00) while maintaining a Buy rating.</p><p>The analyst commented, "FDS outperformed following F3Q results on a fifth straight quarter of organic ASV growth acceleration and commentary that the F4Q was tracking ahead of a record F4Q25 a year ago. Expanding contracts with existing clients drove ASV growth and the company views this as a large ongoing opportunity, particularly since investments in real-time data, managed portfolio services, deep sector data and private market data have increased FDS' offerings. Relative to last quarter, ASV growth from clients http://www.streetinsider.com/Analyst+Comments/FactSet+Research+Systems+%28FDS%29+PT+Lowered+to+%24340+at+UBS+on+Q3+Outperformance/26724434.html Thu, 02 Jul 2026 08:39:06 -0400 FDS http://www.streetinsider.com/Analyst+PT+Change/FactSet+Research+Systems+%28FDS%29+PT+Raised+to+%24230+at+Morgan+Stanley/26724115.html Morgan Stanley analyst Toni Kaplan raised the price target on FactSet Research Systems (NYSE: FDS) to $230.00 (from $228.00) while maintaining a Equalweight rating. http://www.streetinsider.com/Analyst+PT+Change/FactSet+Research+Systems+%28FDS%29+PT+Raised+to+%24230+at+Morgan+Stanley/26724115.html Thu, 02 Jul 2026 07:53:17 -0400 FDS http://www.streetinsider.com/Analyst+PT+Change/FactSet+Research+Systems+%28FDS%29+PT+Raised+to+%24210+at+Wells+Fargo/26723186.html <p>Wells Fargo analyst Jason Hass raised the price target on FactSet Research Systems (NYSE: FDS) to $210.00 (from $200.00) while maintaining a Underweight rating.</p><p>The analyst comments "Strong quarter. FDS reported EPS of $4.53 on 7.1% organic ASV growth, above Street $4.45 on 6.5%, driven by institutional buy-side and wealth management clients. Mgmt. reaffirmed their full-year guidance, including $130-160mn organic ASV (+5.4-6.7% YoY), $2.450-$2.470bn revenue (+5.5-6.4% YoY), 34.0-35.0% op margins, and $17.25-$17.75 EPS. Mgmt. pointed toward the high end of their revenue and EPS guidance, and midpoint of their margin guidance based on the current business trajectory. Organic ASV accelerated to http://www.streetinsider.com/Analyst+PT+Change/FactSet+Research+Systems+%28FDS%29+PT+Raised+to+%24210+at+Wells+Fargo/26723186.html Thu, 02 Jul 2026 05:28:30 -0400 FDS http://www.streetinsider.com/Analyst+Comments/FactSet+Research+Systems+%28FDS%29+PT+Raised+to+%24210+at+Wells+Fargo/26723186.html <p>Wells Fargo analyst Jason Hass raised the price target on FactSet Research Systems (NYSE: FDS) to $210.00 (from $200.00) while maintaining a Underweight rating.</p><p>The analyst comments "Strong quarter. FDS reported EPS of $4.53 on 7.1% organic ASV growth, above Street $4.45 on 6.5%, driven by institutional buy-side and wealth management clients. Mgmt. reaffirmed their full-year guidance, including $130-160mn organic ASV (+5.4-6.7% YoY), $2.450-$2.470bn revenue (+5.5-6.4% YoY), 34.0-35.0% op margins, and $17.25-$17.75 EPS. Mgmt. pointed toward the high end of their revenue and EPS guidance, and midpoint of their margin guidance based on the current business trajectory. Organic ASV accelerated to http://www.streetinsider.com/Analyst+Comments/FactSet+Research+Systems+%28FDS%29+PT+Raised+to+%24210+at+Wells+Fargo/26723186.html Thu, 02 Jul 2026 05:28:30 -0400 FDS http://www.streetinsider.com/Analyst+PT+Change/FactSet+Research+Systems+%28FDS%29+PT+Raised+to+%24240+at+Wolfe+Research/26722064.html <p>Wolfe Research analyst Scott Wurtzel raised the price target on FactSet Research Systems (NYSE: FDS) to $240.00 (from $225.00) while maintaining a Underperform rating.</p><p>The analyst commented, "Heading into the print, we believed that FDS could beat on ASV on the combination of stable positive financial services hiring data and continued momentum on the MCP monetization side. We had also expected the company to flow through the top-line and EPS beat (given top-line outperformance and buyback) to guidance with one quarter remaining in the year. FDS suggested on the call that it was trending towards the high end of the FY http://www.streetinsider.com/Analyst+PT+Change/FactSet+Research+Systems+%28FDS%29+PT+Raised+to+%24240+at+Wolfe+Research/26722064.html Wed, 01 Jul 2026 17:16:28 -0400 FDS http://www.streetinsider.com/Analyst+Comments/FactSet+Research+Systems+%28FDS%29+PT+Raised+to+%24240+at+Wolfe+Research/26722064.html <p>Wolfe Research analyst Scott Wurtzel raised the price target on FactSet Research Systems (NYSE: FDS) to $240.00 (from $225.00) while maintaining a Underperform rating.</p><p>The analyst commented, "Heading into the print, we believed that FDS could beat on ASV on the combination of stable positive financial services hiring data and continued momentum on the MCP monetization side. We had also expected the company to flow through the top-line and EPS beat (given top-line outperformance and buyback) to guidance with one quarter remaining in the year. FDS suggested on the call that it was trending towards the high end of the FY http://www.streetinsider.com/Analyst+Comments/FactSet+Research+Systems+%28FDS%29+PT+Raised+to+%24240+at+Wolfe+Research/26722064.html Wed, 01 Jul 2026 17:16:28 -0400 FDS http://www.streetinsider.com/SEC+Filings/Form++10-Q+++++++FACTSET+RESEARCH+SYSTEMS++For%3A+May+31/26720997.html si-local-file:///var/storage/secattach/20260701/26720997.html http://www.streetinsider.com/SEC+Filings/Form++10-Q+++++++FACTSET+RESEARCH+SYSTEMS++For%3A+May+31/26720997.html Wed, 01 Jul 2026 16:20:00 -0400 FDS O.00093159 http://www.streetinsider.com/SEC+Filings/Form++10-Q+++++++FACTSET+RESEARCH+SYSTEMS++For%3A+May+31/26720997.html si-local-file:///var/storage/secattach/20260701/26720997.html http://www.streetinsider.com/SEC+Filings/Form++10-Q+++++++FACTSET+RESEARCH+SYSTEMS++For%3A+May+31/26720997.html Wed, 01 Jul 2026 16:20:00 -0400 FDS O.00093159 http://www.streetinsider.com/Earnings/FactSet+%28FDS%29+Tops+Q3+EPS+by+8c+%3B+Offers+Guidance/26716829.html <p>FactSet (NYSE: FDS) reported Q3 EPS of $4.53, $0.08 better than the analyst estimate of $4.45. Revenue for the quarter came in at $622.92 million versus the consensus estimate of $617.26 million.</p><p><strong>GUIDANCE:</strong></p><p>FactSet sees FY2026 EPS of $17.25-$17.75, versus the consensus of $17.71. FactSet sees FY2026 revenue of $2.45-2.47 billion, versus the consensus of $2.46 billion.</p><p>For earnings history and earnings-related data on FactSet (FDS) <a href="http://www.streetinsider.com/ec_earnings.php?q=FDS">click here</a>.</p> http://www.streetinsider.com/Earnings/FactSet+%28FDS%29+Tops+Q3+EPS+by+8c+%3B+Offers+Guidance/26716829.html Wed, 01 Jul 2026 07:30:19 -0400 FDS http://www.streetinsider.com/Guidance/FactSet+%28FDS%29+Tops+Q3+EPS+by+8c+%3B+Offers+Guidance/26716829.html <p>FactSet (NYSE: FDS) reported Q3 EPS of $4.53, $0.08 better than the analyst estimate of $4.45. Revenue for the quarter came in at $622.92 million versus the consensus estimate of $617.26 million.</p><p><strong>GUIDANCE:</strong></p><p>FactSet sees FY2026 EPS of $17.25-$17.75, versus the consensus of $17.71. FactSet sees FY2026 revenue of $2.45-2.47 billion, versus the consensus of $2.46 billion.</p><p>For earnings history and earnings-related data on FactSet (FDS) <a href="http://www.streetinsider.com/ec_earnings.php?q=FDS">click here</a>.</p> http://www.streetinsider.com/Guidance/FactSet+%28FDS%29+Tops+Q3+EPS+by+8c+%3B+Offers+Guidance/26716829.html Wed, 01 Jul 2026 07:30:19 -0400 FDS