Stock Analysis | FactSet Outlook - Technical Weakness and Mixed Analyst Signals Cloud the Picture

Market Snapshot

FactSet (FDS) is facing technical headwinds and mixed analyst sentiment, with a weak technical outlook and recent bearish signals outweighing bullish ones. The stock has seen a modest rise of 0.58% recently, but internal diagnostic scores suggest caution.

News Highlights

No recent news items have emerged for FactSet in the last five days. Investors are likely turning their attention to other catalysts or company developments, leaving the stock without clear directional guidance from headlines for now.

Analyst Views & Fundamentals

FactSet has attracted the attention of six analysts from high-quality institutions like BMO Capital, RBC Capital, and Wells Fargo over the last 20 days. The simple average analyst rating is 2.67, while the performance-weighted rating is slightly higher at 2.93, suggesting a relatively neutral stance with some divergence in expectations.

The rating consistency is described as "consistent", meaning most analysts are broadly in agreement on the stock’s outlook. However, this is at odds with the current 0.58% price rise, which indicates a disconnection between analyst expectations and recent price action.

Fundamental Factors & Scores

• Interest Coverage Ratio stands at 14.89% with an internal diagnostic score of 3.00.
• Non-current assets / Total assets are at 83.32%, scoring 2.00 internally.
• Cash-UP (a liquidity indicator) is at 0.595 with a strong internal diagnostic score of 3.00.
• GPOA (Gross Profit Over Assets) is at 7.10%, scoring 2.00.
• Days Sales Outstanding is at 39.95 days, scoring 1.00.
• Fixed Assets Turnover Ratio is at 14.04, with an internal score of 2.00.

Money-Flow Trends

FactSet is seeing negative overall money-flow trends across all sizes of institutional and retail participants. The overall inflow ratio is 0.47, with large and extra-large investors also showing negative trends.

Breaking it down:

• Small investors have an inflow ratio of 0.48 and a negative trend.
• Medium-sized investors show a slightly better inflow ratio of 0.48, but still trend negative.
• Block investors (large funds or institutions) have an inflow ratio of 0.47, with a negative trend, indicating caution among major capital players.

Despite these mixed signals, FactSet received a fund-flow score of 7.75 (out of 10), classified as "good" by our internal diagnostic model—suggesting that while the trend is negative, the outflow is relatively mild compared to other stocks.

Key Technical Signals

The technical indicators for FactSet are overwhelmingly bearish in the last 5 days. The technical score is 2.71, a clear red flag. Here's a breakdown of recent signals:

• Marubozu White (a bullish candlestick) on 2025-08-19, scored 6.60—suggesting some temporary positive momentum.
• WR Oversold (a neutral indicator) on 2025-08-15 and 2025-08-18, scoring 2.92 and 2.92 respectively—showing some buyer interest, but not strong enough to reverse the trend.
• MACD Golden Cross on 2025-08-20, with a score of 2.03—a traditionally bullish sign, but here it was neutral to bearish.
• Ex-Dividend Date and Dividend Record Date on 2025-08-29, both scoring 1.00—clearly bearish and historically associated with price drops (-3.61% average return).

Key Insights:

• Technical indicators show the market is in a weak state, with 4 bearish signals vs. 0 bullish.
• Risk of decline is high, and the overall trend suggests investors should avoid the stock at this time.

Conclusion

FactSet is under pressure from negative technical signals and mixed analyst expectations, with no positive news to offset the bearish trend. While the fundamentals show some neutral-to-positive factors, the weak technical score of 2.71 and negative money flows make for a cautious outlook.

Actionable takeaway: Consider waiting for a pull-back or a clearer positive signal before entering or increasing positions in FDS. Keep an eye on the upcoming earnings or major announcements that might provide a catalyst for reversal.