Shared on 16 Dec 25

Fair value Decreased 0.82%

FDS: AI Investments Will Deepen Platform Stickiness Despite Near-Term Margin Pressure

Analysts have modestly reduced their blended price target and fair value estimate for FactSet Research Systems, trimming projected long term valuation by about 1 percent to roughly $333 per share as they balance confidence in the company's sticky, AI enabled franchise against concerns over elevated investment spending, competitive pressures, and a lower margin outlook. Analyst Commentary Recent Street research reflects a divided view on FactSet, with some seeing an attractive entry point after the pullback while others focus on a structurally lower margin profile and intensifying competition.

Shared on 02 Dec 25

FDS: AI Integration Will Overcome Margin Pressures And Catalyze Long-Term Upside

Analysts have recently lowered their average price targets for FactSet Research Systems, reflecting mixed views on the company's margin outlook and investment phase. New targets are typically $50 to $100 below prior estimates as market participants remain cautious about competition from artificial intelligence and the earnings outlook for fiscal 2026.

Shared on 17 Nov 25

Fair value Decreased 0.56%

FDS: AI Adaptation And Leadership Will Drive Improved Market Positioning Ahead

Analysts have slightly lowered their price target for FactSet Research Systems, now expecting $335.94 per share compared to $337.81 previously. The change is attributed to continued investment-related margin pressures and evolving competitive dynamics, as highlighted in recent research notes.

Shared on 03 Nov 25

Fair value Decreased 0.092%

Analysts have modestly lowered their price target for FactSet Research Systems, reducing the fair value estimate by less than one dollar to approximately $337.81. Recent research highlights a mix of AI-driven competitive pressures and the company's resilient industry position.

Shared on 20 Oct 25

Fair value Decreased 0.33%

The analyst fair value estimate for FactSet Research Systems was modestly reduced from $339.25 to $338.13. Analysts cite ongoing margin pressures and increased investment needs, which are offsetting stronger subscription performance and continued confidence in the company's long-term positioning.

Shared on 05 Oct 25

Fair value Decreased 2.07%

FactSet Research Systems’ analyst price target has been revised lower to $339.25 from $346.44, as analysts cite ongoing concerns about investment-related margin pressure and prolonged uncertainty around profit growth. This comes despite some positive views on the company’s competitive positioning.

Shared on 20 Sep 25

Fair 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 on 04 Sep 25

Fair 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 on 07 May 25

Fair value Increased 0.55%

Shared on 30 Apr 25

Fair value Decreased 0.13%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 23 Apr 25

Fair value Decreased 0.028%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 16 Apr 25

Fair value Decreased 0.83%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 09 Apr 25

Fair value Decreased 0.60%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 02 Apr 25

Fair value Increased 0.57%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 26 Mar 25

Fair value Decreased 1.46%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 19 Mar 25

Fair value Decreased 4.05%

Shared on 10 Mar 25

Fair value Increased 5.21%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

FDS: Client Retention And AI Integration Will Support Future Outperformance

FDS: AI Investments Will Deepen Platform Stickiness Despite Near-Term Margin Pressure

FDS: AI Integration Will Overcome Margin Pressures And Catalyze Long-Term Upside

FDS: AI Adaptation And Leadership Will Drive Improved Market Positioning Ahead

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