FactSet Outlook - A Weak Technical Outlook Amid Mixed Fundamentals

Market Snapshot

Takeaway: FactSet (FDS.N) is facing a weak technical outlook, with bearish signals outnumbering bullish ones by a wide margin, and an overall price decline of -1.88% recently.

Stance: The technical side is weak, and it is suggested to avoid it.

News Highlights

There are currently no recent news updates to report for FactSet. However, the absence of major news does not guarantee stability, especially given the weak technical indicators and recent price drop.

Analyst Views & Fundamentals

Analysts have shown a generally cautious stance toward FactSet. The simple average rating is 2.00, while the performance-weighted rating is 2.59. These scores highlight a somewhat negative outlook.

• Rating consistency: There are differences in analyst ratings, with a recent "Sell" recommendation from Wells Fargo analyst Jason Haas.
• Price trend alignment: The current price is down -1.88%, matching the bearish expectations reflected in the analyst ratings.
• Fundamental key factors: Several factors, such as Revenue-MV (-1.04), Days sales outstanding (39.95 days), Fixed assets turnover ratio (14.04), and Interest coverage ratio (14.89%), are in the lower ranks. These are weighted in the model and affect the fundamental score of 2.27.

Money-Flow Trends

FactSet's fund flow patterns indicate a generally negative trend across most investor segments. Big-money flows (large and extra-large investors) have shown slightly less negative trends with inflow ratios of 50.77% and 49.22%, respectively, compared to the 48.57% inflow ratio among small investors. The overall fund flow score is 7.83, classified as "good" on the internal diagnostic scale (0-10), but the overall trend remains negative due to the mixed investor behavior.

Key Technical Signals

The technical outlook for FactSet is notably weak. Among the five analyzed indicators, 4 are bearish and 1 is bullish, leading to an internal diagnostic technical score of 2.83 out of 10.

• Marubozu White (score 7.22): This bullish candlestick pattern emerged on 2025-08-19, suggesting a potential short-term reversal.
• MACD Golden Cross (score 2.03): A historically weak signal from 2025-08-20.
• Ex-Dividend Date (score 1.00) and Dividend Record Date (score 1.00): Both emerged on 2025-08-29 and are associated with bearish bias and poor historical performance.
• WR Oversold (score 2.92): Appeared on 2025-08-15 and 2025-08-18 as a neutral-to-bullish signal.

Key Insight: With more bearish indicators than bullish ones, the momentum is weak, and the trend quality is concerning. Investors should be cautious.

Conclusion

Given the weak technical signals, mixed fundamentals, and recent price decline, the outlook for FactSet is bearish. Consider waiting for a pull-back or clearer bullish momentum before entering or holding this stock. Also, watch for any future earnings or dividend announcements that might influence sentiment and technical patterns.