FactSet Still Offers More Than 30% Upside

2026-07-02 10:59:56 ET

In March 2026, I published my last article about FactSet Research Systems Inc. ( FDS ). In the article, I argued that the AI panic is mispricing FactSet and I also argued that this created a buying opportunity. In the conclusion of my last article I wrote:

On the one hand, I see risks for FactSet we should not ignore. GenAI will make it easier to generate, report, and display data, and providing financial data will also be easier in general, which will lead to some FactSet customers switching to cheaper alternatives.

On the other hand, major institutions (banks and asset managers) are relying on complete and accurate data, which is not always easy to provide. Not only will this lead to a high retention among these customers, but FactSet is trading for such low valuation multiples that the stock is fairly valued even with almost no growth in the years to come. Overall, I clearly see FactSet as a “Buy” at this point.“

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