Shared on20 Sep 25Fair value Decreased 19%
FactSet’s reduced analyst price target—from $428.38 to $346.44—reflects concerns over margin compression from ongoing investments, intensifying AI-driven competition, muted outlook guidance, and lingering uncertainty about growth reacceleration under the new CEO. Analyst Commentary Bearish analysts cite concerns that FactSet's ongoing investment phase will suppress margins into fiscal 2026, with uncertainty over whether these investments will meaningfully reaccelerate growth or are needed just to maintain competitiveness.
Shared on04 Sep 25Fair value Decreased 1.51%
Analysts maintain a cautious stance on FactSet Research Systems as modest organic ASV growth and broader market challenges temper enthusiasm, while stronger Q3 performance and persistent acquisition potential offset some concerns, leaving the consensus price target unchanged at $434.94. Analyst Commentary Recent de-rating in FactSet’s valuation increases the likelihood of acquisition, with private equity seen as a logical buyer due to attractive internal rate of return scenarios.
Shared on30 Apr 25Fair value Decreased 0.13%
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Shared on23 Apr 25Fair value Decreased 0.028%
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Shared on16 Apr 25Fair value Decreased 0.83%
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Shared on09 Apr 25Fair value Decreased 0.60%
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Shared on02 Apr 25Fair value Increased 0.57%
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Shared on26 Mar 25Fair value Decreased 1.46%
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Shared on10 Mar 25Fair value Increased 5.21%
AnalystConsensusTarget made no meaningful changes to valuation assumptions.