Stock Analysis | FactSet Outlook - A Bearish Technical Outlook Amid Mixed Analyst Ratings

Market Snapshot

FactSet (FDS.N) is currently down -6.70% in the short term, with weak technical signals and mixed analyst consensus. Investors should remain cautious, as bearish momentum appears to dominate technical indicators.

News Highlights

No recent news items were published for FactSet over the past few weeks. This lack of activity suggests that market movement is driven more by technical factors or broader market sentiment rather than company-specific news.

Analyst Views & Fundamentals

Analyst sentiment is mixed, with a simple average rating of 2.67 and a weighted rating of 2.93, indicating a relatively neutral stance. The consensus shows 4 "Neutral" and 2 "Sell" ratings, with 6 analysts and 6 institutions involved over the last 20 days. These ratings appear to align with the current price trend of a modest decline.

Fundamental Highlights

• Cash-UP: 0.5959 (internal diagnostic score: 4.58)
• Interest Coverage Ratio: 14.89% (internal diagnostic score: 2.61)
• Non-current Assets / Total Assets: 83.32% (internal diagnostic score: 1.72)
• Current Liabilities / Total Liabilities: 22.06% (internal diagnostic score: 1.28)

While the Cash-UP metric shows relative strength (high score), other key measures like interest coverage and liquidity ratios are below average, signaling potential near-term financial vulnerability. The overall fundamental score is 4.09, indicating a cautious outlook.

Money-Flow Trends

FactSet's fund flow patterns show a negative trend across all categories, including retail (Small: -48.62% inflow ratio) and institutional flows (Large: -46.39% inflow ratio). The overall inflow ratio is 45.60%, indicating that large players are net sellers. This suggests that both retail and institutional investors are currently bearish on the stock, aligning with the negative price movement.

Key Technical Signals

The technical outlook for FactSet is weak, with an internal diagnostic score of 4.13 and a net of 3 bearish vs. 0 bullish indicators. Below are the key signals and their scores:

• WR Oversold: Score: 2.88 (neutral rise potential)
• Bearish Engulfing: Score: 3.46 (strong bearish signal)
• Dividend Announcement Date: Score: 3.61 (modest bearish pressure)
• RSI Oversold: Score: 6.56 (relatively stronger, but still bearish)

Recent Chart Patterns

• 2025-08-05: WR Oversold, Bearish Engulfing, RSI Oversold
• 2025-08-07: WR Oversold, Dividend Announcement Date, Bearish Engulfing
• 2025-08-11 to 2025-08-12: WR and RSI remain oversold

This pattern of repeated bearish signals suggests ongoing downward pressure, particularly around the dividend announcement period. Traders may want to monitor how the stock reacts following these signals.

Conclusion

FactSet is currently facing a weak technical environment with a score of 4.13, indicating a need for caution. Analysts are divided, but the bearish trend is clear in both price action and institutional flows. Investors should consider waiting for a clearer breakout or better alignment in technical and fundamental factors before entering a position.