FactSet Outlook - Technical Weakness and Mixed Analyst Signals Cloud Short-Term Prospects

Market Snapshot

FactSet (FDS) is in a bearish technical state with a weak internal diagnostic score of 1.56 out of 10, as bearish signals clearly dominate over bullish ones.

News Highlights

Recent macroeconomic commentary hints at evolving dynamics across global capital markets. A January 2025 article from the World Economic Forum emphasized how innovation and regulatory shifts are reshaping investing fundamentals. Meanwhile, a February 2025 report from Morgan highlighted optimism for M&A activity, private credit growth, and corporate AI spending under favorable economic conditions. While these macro themes remain positive, they offer little near-term relief for FactSet’s current technical struggles.

Analyst Views & Fundamentals

Analysts are neutral to bearish in their recent outlooks. The simple average rating is 2.67, and the performance-weighted average is 2.63. These scores show a high degree of consistency among the three active institutions (Wells Fargo, Rothschild & Co, and Evercore ISI Group), with all aligning their expectations with the current downward price trend of -6.91% over the last five days.

Key fundamental values and their internal diagnostic scores include:

• Operating Cycle: 39.95 days (score: 1 out of 10)
• Days Sales Outstanding: 39.95 days (score: 1 out of 10)
• Price-to-Sales (PS): 30.75 (score: 0 out of 10)
• Fixed Assets Turnover Ratio: 14.04x (score: 2 out of 10)
• Cash-UP Score: 0.5953 (score: 3 out of 10)
• Non-Current Assets / Total Assets: 83.32% (score: 2 out of 10)

While some metrics like Cash-UP and Fixed Assets Turnover show moderate strength, the PS ratio and operating efficiency metrics remain problematic, which may limit the company’s appeal to growth-focused investors.

Money-Flow Trends

Big money is withdrawing from FDS, with all inflow ratios across categories (small, medium, large, and extra-large) below 0.5. The overall inflow ratio stands at 0.49, while the block inflow ratio is 0.49, reinforcing the bearish sentiment. The fund-flow internal diagnostic score of 7.74 out of 10 suggests strong negative momentum from institutional capital, which often acts as a leading indicator of price direction.

Key Technical Signals

FactSet’s technical outlook is deeply bearish, with zero bullish signals and five bearish indicators. The MACD Death Cross and Ex-Dividend Date both carry an internal diagnostic score of 1 out of 10, while the Dividend Record Date also scores 1 out of 10. A Williams %R Oversold signal showed some positive potential, but it was only rated 2.75 out of 10, not enough to counterbalance the broader bearish trend.

Recent chart patterns include a MACD Death Cross on September 15 and Ex-Dividend and Dividend Record Date signals on August 29, all of which are traditionally negative for short-term price action.

Key insight: The technical side is weak, and it is suggested to avoid it. Momentum indicators are clearly bearish, with 5 bearish vs. 0 bullish signals over the past five days.

Conclusion

FactSet faces a combination of poor technical conditions, weak cash flow signals, and mixed analyst sentiment (leaning bearish). Investors are advised to avoid new long positions and consider waiting for a clearer rebound signal before reassessing. Watch for dividend date-related volatility and MACD crossovers in the coming weeks for potential turning points.