FactSet - AI Stock Analysis

Analysis generated October 27, 2025

FactSet Research Systems Inc. (NYSE: FDS) is a global provider of integrated financial information and analytical applications. FactSet offers access to data and analytics to investment professionals worldwide, providing them with comprehensive solutions to streamline the investment process. Their robust platform offers content across a variety of financial market segments including risk management, performance measurement, and portfolio construction.

Fundamental Analysis

FactSet reported revenue of $597M for the last quarter, representing an increase of 1.94% quarter-over-quarter and a 6.17% increase year-over-year. Increased revenue generally indicates a growing customer base or improved sales, both of which are positive indicators for potential investors.

The net income for the last quarter stood at $154M, reflecting a 3.42% increase quarter-over-quarter and a substantial 71.65% surge year-over-year. Such a large increase in net income year-over-year signals better profitability and efficient cost management practices within the company.

EBITDA for the last quarter was $177M, showing a concerning decline of 27.29% compared to the previous quarter, but a mild 1.71% increase year-over-year. This mixed result might prompt further investigation into the reasons behind the quarterly decrease.

The current Price to Earnings (P/E) ratio is 18.35, which appears to fall within a normal range. This ratio neither tantalizes with a bargain opportunity nor raises concern for an overvaluation, making it a fairly reasonable investment based on valuation.

Technical Analysis

Today's stock price is $290.33, showing a modest increase of 0.22% over the past month, which is a positive short-term indicator. However, there is a significant 36.17% decline compared to a year ago, which might be a cause for long-term concern.

The trend is identified as bullish, with the Simple Moving Average (SMA10) at 288.09, slightly higher than the previous 287.72. This is a sign of a potential uptrend in price movement. However, the Relative Strength Index (RSI) is at 75.4, suggesting that the stock might be in overbought territory, which can signal a possible bearish condition in the near term.

Alternative Data Analysis

FactSet currently has 255 open positions as per data from popular job boards, marking a 90% increase in the last couple of months. This indicates the company is actively expanding, a healthy sign of growth and future potential.

The company’s business outlook among its employees is neutral. FactSet has around 1 million visitors to their website, a 24% increase in the last couple of months which could translate to new customer acquisition.

On social media, FactSet has 8,200 followers on Instagram, up by 4% in recent months, showing increasing interest. On Twitter, they have 120,000 followers, with no significant change recently. According to the AltIndex AI score, FactSet has a score of 73 which indicates a buy signal.

Conclusion

Based on the fundamental, technical, and alternative data analysis, FactSet represents a mixed but potentially favorable investment opportunity. The revenue and net income growth are promising signs, although the decline in EBITDA warrants cautious monitoring. The stock price is exhibiting an upward trend in the short term but is under long-term pressure. Nevertheless, increasing job postings, website traffic, and social media engagement point to healthy business expansion and customer interest. The AltIndex AI score also suggests a positive outlook with a buy signal.

Investors are advised to consider the comprehensive data and potential risks before making an investment decision. FactSet’s promising growth metrics coupled with its active expansion plans present a cautiously optimistic investment opportunity.

Disclaimer: This AI stock analysis, generated by an experimental AI tool, is for informational purposes only and not financial advice. Information is based on publicly available data and may not always be accurate or current.