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Sentiment · FY2026 Q2
| Analyst | Firm | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Shlomo Rosenbaum | Stifel | 7 | 14% |
| George Tong | Goldman Sachs | 6 | 17% |
| Kelsey Zhu | Autonomous Research | 5 | 20% |
| Scott Wurtzel | Wolfe Research | 5 | 0% |
| Faiza Alwy | Deutsche Bank | 5 | 0% |
| Toni Kaplan | Morgan Stanley | 5 | 40% |
| Jason Haas | Wells Fargo | 5 | 20% |
| Craig Huber | Huber Research Partners | 5 | 0% |
| Andy Nicholas | William Blair | 5 | 0% |
| Ashish Sabadra | RBC Capital Markets | 5 | 0% |
| Firm | Analysts | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Stifel | 1 | 7 | 14% |
| William Blair | 2 | 6 | 0% |
| Goldman Sachs | 1 | 6 | 17% |
| Barclays | 2 |
| 6 |
| 0% |
| Huber Research Partners | 1 | 5 | 0% |
| Jefferies | 1 | 5 | 0% |
| Morgan Stanley | 1 | 5 | 40% |
| RBC Capital Markets | 1 | 5 | 0% |
FactSet delivered its fourth consecutive quarter of ASV growth acceleration at 6.7%, powered by double-digit Data Solutions growth across all firm types and rapid adoption of AI capabilities including the MCP Server with 120+ clients since December launch. Enterprise agreement restructuring reduced direct seat exposure below 20% of revenue while extending average contract lengths 30%+. Adjusted operating margin compressed to 35% as planned investments in technology, AI, and commercial excellence ramped, though over half of targeted 100 bps productivity savings were already captured. Management raised full-year ASV, revenue, and EPS guidance, reflecting sustained momentum and improved visibility across all client types and geographies.
Demand | Revenue Growth | Competitive Dynamics | Cloud & AI | Pricing | Margin | Capex Investment | Macroeconomic | |
|---|---|---|---|---|---|---|---|---|
| 2025Q1 | 9 | 6 | 4 | 3 | 3 | 1 | 1 | 3 |
| 2025Q2 | 9 | 5 | 4 | 1 | 3 | 1 | 2 | 2 |
| 2025Q3 | 4 | 5 | 3 | 3 | 1 | 4 | 3 | 1 |
| 2025Q4 | 2 | 5 | 4 | 5 | 1 | 3 | 3 | 2 |
| 2026Q1 | 5 | 3 | 5 | 3 | 2 | 2 | 2 | 1 |
| 2026Q2 | 4 | 2 | 3 | 4 | 3 | 2 | 1 | 1 |
| '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | '26Q2 | |
|---|---|---|---|---|---|---|
| Demand | 9 | 9 | 4 | 2 | 5 | 4 |
| Revenue Growth | 6 | 5 | 5 | 5 | 3 | 2 |
| Competitive Dynamics | 4 | 4 | 3 | 4 | 5 | 3 |
| Cloud & AI | 3 | 1 | 3 | 5 | 3 | 4 |
| Pricing | 3 | 3 | 1 | 1 | 2 | 3 |
| Margin | 1 | 1 | 4 | 3 | 2 | 2 |
| Capex Investment | 1 | 2 | 3 | 3 | 2 | 1 |
| Macroeconomic | 3 | 2 | 1 | 2 | 1 | 1 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
FDS FactSet | 6 | +7.1% | |
| CBOE Cboe Global Markets | 10 | +6.5% | |
| CME CME Group | 7 | +14.5% | |
| COIN Coinbase Global | 1 | -30.5% | |
| ICE Intercontinental Exchange | 9 | +13.5% | |
| MCO Moody's Corporation | 7 | +8.1% | |
| MSCI MSCI | 8 | +14.1% | |
| NDAQ Nasdaq, Inc. | 8 | +2.3% | |
| SPGI S&P Global | 8 | +10.4% |