FactSet Outlook - A Bearish Picture with Mixed Fundamentals

Market Snapshot

Headline: FactSet (FDS) is in a bearish technical setup with weak momentum signals. The stock has fallen by -4.86% recently, and technical indicators show a weak state, suggesting caution for potential downside risk.

News Highlights

Recent news activity shows little direct relevance to FactSet’s core operations. However, several notable tech-related headlines could hint at broader trends:

• JavaScript and Edge Development Updates: Articles about JavaScript's "new" keyword and changes to Microsoft Edge's new tab interface highlight ongoing tech innovation, which may benefit data tools like FactSet in the long run.
• PowerBI and Conda Updates: Questions about updating access tokens and managing environments in PowerBI and conda point to evolving data workflows—areas where FactSet’s services are often utilized.

Analyst Views & Fundamentals

Analysts are mixed, with a simple average rating of 2.50 and a performance-weighted rating of 2.31. While both scores are low, the market is seeing consistent expectations. The current price trend (down -4.86%) aligns with the bearish analyst sentiment.

Key Fundamental Values

• Price-to-Sales (PS): 30.75 (score: 0.00 internal diagnostic score (0-10))
• GPOA (Gross Profit Over Assets): 7.10% (score: 2.00 internal diagnostic score (0-10))
• Non-current assets / Total assets (%): 83.32% (score: 2.00 internal diagnostic score (0-10))
• Cash-UP: 59.53 (score: 3.00 internal diagnostic score (0-10))
• Current liabilities / Total liabilities (%): 22.06% (score: 1.00 internal diagnostic score (0-10))
• Operating cycle: 39.95 (score: 1.00 internal diagnostic score (0-10))

These values show a mixed picture: high non-current assets and low operating cycle may point to liquidity and operational efficiency, but the PS ratio is elevated, and GPOA is weak.

Money-Flow Trends

Big-money investors are showing a slightly bearish trend with large and extra-large funds showing a negative flow. In contrast, small and medium-sized investors are also showing negative sentiment. The overall inflow ratio is at 49.61%, suggesting a lack of strong buying support at this time.

Key Technical Signals

FactSet's technical indicators are heavily bearish, with only one bullish signal. The internal diagnostic score (0-10) for technical strength is 2.83, indicating a weak setup.

Recent Indicators by Date

• 2025-08-29: Ex-Dividend Date and Dividend Record Date both with 1.00 internal diagnostic scores (0-10), indicating bearish pressure.
• 2025-08-19: Marubozu White with a 7.22 internal diagnostic score (0-10), a rare positive signal.

Key Insights

• Bearish dominance: 4 out of 5 technical indicators are bearish.
• Weaker trend: The market is in a weak state with a high risk of decline.

Conclusion

With a 2.83 internal diagnostic score (0-10) on the technical side and a 2.31 performance-weighted analyst rating, FactSet is in a challenging position. Investors are advised to consider waiting for a clearer breakout or pullback before engaging. Watching the stock's behavior around its next earnings report and key technical levels will be critical.