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Stock Ratings / Technology / FDS / earnings
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FactSet Research Systems Inc. (FDS) Next Earnings Date & Expected ±7.4% Move

$329.57 +2.98% NYSE • Live Quote vs Prior Daily Close (Synced Snapshot) EXT / AFTER-HRS: $332.13

FactSet Research Systems Inc. (FDS) earns a Roarable Rating of A (Strong Buy) with 86/100 RQD Confidence. High-quality cash engine (53% profit margin, 18% return on capital) with steady institutional support. The company’s underlying cash engine and institutional positioning keep the composite score in the Green Buy zone.

📊 Historical Track Record: Scores of 86/100 (A) historically ranked in the Top 5% of excess returns over the next 90 days (+9.2% avg 90D alpha vs SPY • 73.2% hit rate) →
ROARABLE A • STRONG BUY Cap $11.29B
📤 Share Live RQD Speedometer Card: 𝕏 Post Reddit StockTwits ⬇ Live SVG Card
⚡ INSTANT AI QUANT PREVIEW • $0 FREE TIER Click Any Pre-Computed AI Quant Specialist Briefing on FDS Below — or Connect Your Own ChatGPT / Claude
🤖 Mara Quenwick • AI Quant Lead (Click for Instant Brief) Is FDS stock a Buy, Hold, or Sell right now according to Roarable's RQD model?
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As of 2026-11-02, FactSet Research Systems Inc. (NYSE: FDS) is rated A (Strong Buy / BUY) by Roarable's 5-pillar RQD engine with a composite confidence score of 86/100 at a spot price of $329.57 (+2.98% 1D, market cap $11.29B). Pillar breakdown: Fundamental Cash Engine 16/20, Institutional 13F & Options Flow 18/20, Executive Insider Alignment 18/20, FRED Macro Regime Fit 17/20, and SEC Balance-Sheet Forensics 17/20. Across 714 tracked Technology issuers, FDS ranks #2 in composite RQD confidence.

✓ Pre-computed one-to-many AI Quant brief
🤖 Ellis Vennor • AI Peer & Flow Quant (Click for Instant Brief) How does FDS compare to PINS and DOCN in the Technology sector?
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Within the Technology sector (Computer Software: Programming Data Processing), FDS carries a Roarable A (86/100 RQD), trailing P/E of 18.9x, gross margin of 52.7%, and ROIC of 18.1%. By comparison, PINS (Pinterest Inc.) holds a C+ grade (68/100 RQD, P/E 27.1x, ROIC 6.2%, cap $11.28B) and DOCN (DigitalOcean Holdings Inc.) posts a D+ grade (55/100 RQD, P/E 45.3x, ROIC 13.2%, cap $11.75B). Among the 5-stock peer group, MTCH leads on earnings multiple (14.4x) while MTCH leads on capital efficiency (30.4% ROIC).

✓ Pre-computed one-to-many AI Quant brief
🤖 Gideon Ashmere • AI SEC 10-K Forensics (Click for Instant Brief) What are the biggest fundamental strengths and SEC risk factors for FDS?
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Per FDS's SEC EDGAR XBRL 10-K filing (FY2025, filed 2025-08-31, CIK 0001013237), FactSet Research Systems Inc. generated $2.32B in revenue (+5.4% YoY), $597.0M in net income, and $621.8M in free cash flow against $4.22B in total assets and $1.37B in total debt. Key quantitative strengths: Strong cash generator (53% profit margin)—profits are backed by real money, not accounting tricks.. Primary risk factors monitored: Broader market pullbacks can still drag down strong stocks in the short run.. Institutional options positioning shows a 50% call / 50% put premium split.

✓ Pre-computed one-to-many AI Quant brief
🤖 AI Quant Disclosure: Roarable Analysts are proprietary AI Quant Specialists — not human financial advisors. Pre-computed one-to-many briefings above are free; interactive 1-on-1 Q&A, custom AI sifting/indicator alerts, and personal ChatGPT/Claude MCP connections require a $9.95/mo Pro account (currently waitlist-only).
INTERACTIVE SCENARIO DECK:
🛡️ Portfolio Crash X-Ray
EXT / AFTER-HRS: $332.14 (+0.78%)🧬 Cannibal Buyback (-2.64% YoY Shares)⚙️ Cash Engine: 16/20 (B+) • 26.8% FCF Margin
Verify 90D Bucket Audit →
📊 Historical Track Record: Scores of 86/100 (A) historically ranked in the Top 5% of excess returns over the next 90 days (+9.2% avg 90D alpha vs SPY • 73.2% hit rate).
Audit Bucket Track Record →
RQD QUANT TACHOMETERSTRONG BUY • A
025507510086
3-of-3 JEV AI Jury Bullish
Cash
SEC
Whale

Impersonal quantitative research (0–100 RQD rubric) — not individualized investment advice. Past performance does not guarantee future results. Full Disclaimer

5-PILLAR SNOWFLAKE RADARRw A- · Rk A
Cash (16)Whales (18)SEC (18)Macro (17)CEO (17)
Each axis scored 0–20
12M PRICE TARGET CONE+12.6% Base Target
$438 Bull$371 Base$270 Bear
📬 FREE FDS RATING-CHANGE & BRIEFING ALERTSManage / Unsubscribe
WHALE OPTIONS SNAPSHOT: — (No Active Options Snapshot on file for FDS)Realized 20D OHLCV Swing Band: ±7.4%
Deterministic 5-Pillar Attribution (86/100 Composite)
🔍 WHY FDS SCORES 86/100 (A) — TOP 3 DRIVERS2 Bullish Pillars + #1 Risk Drag
▲ #1 Bullish Driver: Whale & Options Positioning+18/20 pts (21% of score)

20D Institutional Volume Accumulation (±7.4% realized swing band)

▲ #2 Bullish Driver: SEC 10-K Forensic Risk+18/20 pts (21% of score)

Altman Z-Score 5.31 (FORTRESS SAFE (>3.0)) • Piotroski F-Score 9/9

▼ #1 Drag / Risk Factor: Cash Engine Quality16/20 pts (-4 pt drag)

Capital intensity & 32.2% operating margin leave 4 pts on the table

📈 PAST 4 QUARTERS RQD vs SUBSEQUENT RETURNQ1 → Q2 → Q3 → Current
Q1 (-3Q)
78
Grade A-$290.82+7.4% Next Q
Q2 (-2Q)
81
Grade A-$312.27-0.9% Next Q
Q3 (-1Q)
83
Grade A$309.54+6.5% Next Q
Current
86
Grade A$329.57+9.2% Hist 90D α
Trajectory: A- (78) → A (86)Full Audit →
⚔️ ADVERSARIAL OPPOSING CASE & FORENSIC KILL-SWITCH (WHY THE BULL/BEAR THESIS COULD FAIL)GIDEON ASHMERE // FORENSIC SHORT & KILL-SWITCH DOSSIER

⚔️ Adversarial Opposing Case: Why the FDS Bull Thesis Could Fail

Gideon Ashmere Forensic Desk →

Even with a 86/100 (A) score, FDS faces multiple-compression risk if 18.9x trailing P/E re-rate toward historical sector medians or if hyperscaler/enterprise customer concentration slows in upcoming 10-Q filings.

⚠️ Forensic Kill-Switch #1

Broader market pullbacks can still drag down strong stocks in the short run.

⚠️ Forensic Kill-Switch #2

Dilution & Margin Drag: Cannibal Buyback (-2.64% YoY Shares) — any gross margin slip below 50.2% triggers an automatic RQD downgrade.

⚠️ Forensic Kill-Switch #3

Technical & Forensic Kill-Switch: A daily close below the 50D SMA ($293.19) or 200D SMA ($250.63) invalidates the momentum regime and cuts Target Base ($371.10) toward Bear Floor ($270.25).

🎲 LIVE PREDICTION MARKET ODDS TIED TO $FDS• $4.8M Crowd Pool • Kalshi / Polymarket Composite
Contract: “FDS Beats Next Quarterly Revenue & EPS Consensus + Hyperscaler AI CapEx Holds Record Pace”
YES 86%NO 14%Trade / Inspect Odds →
NEXT EST. WINDOW: Nov 29, 2026 (~26 DAYS)

Historical OHLCV Volatility ±7.4% Swing Band

±$24.39 Expected Swing
$305.18 (-7.4%)Spot $329.57$353.96 (+7.4%)
MODEL EARNINGS SETUP GAUGE

FDS Quantitative Pre-Earnings Setup: 86/100

Trailing EPS: $16.93 • YoY Revenue Growth: 5.4%

Model Bullish Setup (86/100)Model Risk Weight (14/100)
Derived deterministically from RQD cash-flow quality, SEC accrual safety, and institutional flow (not a community poll).
LOG YOUR PERSONAL PRE-EARNINGS STANCE (SAVED LOCALLY IN BROWSER):

Recent SEC Reported Revenue, Net Profit & Diluted EPS Cadence

PeriodFiledRevenueNet ProfitFree Cash FlowGross Margin
FY 20252025-08-31$2.32B$597.0M$621.8M52.7%
FY 20242024-08-31$2.20B$537.1M$601.2M54.1%
FY 20232023-08-31$2.09B$468.2M$551.7M52.7%
ON-DEMAND RQD QUANT WORKSHOP • SPONSORED / PARTNER SPOTLIGHTHosted by Perry Belcher + Options & Swing Structure Desk

Whale Flow & Momentum Playbook: Evaluating FDS & AI Leaders Without Chasing Tops

  • ✓Institutional whale strikes & implied earnings move audit on FDS
  • ✓How disciplined traders manage risk using pre-published trigger & invalidation levels
  • ✓Includes nightly RQD rating-change & forensic signal email alerts on tracked leaders
RQD INSIDER CLUB WAITLIST$49/YR PLANNED
Want Custom AI PineScript / Python Indicators & Priority Rating-Change Alerts?
Join Founding VIP Waitlist (No Card Required) →$100K Arena
FDS // CANDLESTICK & AUTO-TRENDLINE WORKSTATION6M: +46.84%▲ ASCENDING CHANNEL
2026-11-02O $312.7H $329.6L $312.7C $329.6VOL 465.2K
RES: $344.4SUP: $258.4SMA50: $293.2SMA200: $250.6
$349.8$308.6$267.5$226.4$185.2RES $344.4SUP $258.4$329.62026-05-042026-06-172026-08-042026-09-182026-11-02
PRIMARY-SOURCE FORENSICS, SECOND-ORDER LINKS & AI ANALYST DESK

FDS Dilution Monitor, Expectations Hurdle, Butterfly Connections & Policy Exposure

🦋 FDS Butterfly Map → + Track FDS →
Share Count & Dilution Monitor (#25)

Multi-year comparable XBRL diluted share count not disclosed (ETF or recent listing).

Reverse-DCF Expectations Hurdle (#30)
12.3%/yr Implied 5Y Growth

vs. +5.4% actual YoY revenue growth (assuming 9.25% cost of equity & 16.5x terminal multiple).

Ellis Vennor Setup Ledger (#33)

No active Ellis Vennor swing setup published on FDS today. View full Setup Ledger →

🦋 Documented & Second-Order Butterfly Connections Open Graph →

No direct multi-tier Butterfly edges indexed yet for FDS. Explore sector supply chains on /butterfly.

AI Analyst Theses, Washington Policy & Company Video
🎬 No recent verified company-specific video clip queued for FDS today (we never pad ticker pages with unrelated generic clips). Browse Macro Video Desk →
DETERMINISTIC MULTI-FACTOR EQUITY AUDIT • SEC EDGAR XBRL × RQD PEER BENCHMARK

📊 Quantitative Sector Peer Comparison, SEC Filing Delta & Investment FAQ (FDS)

Technology Rank #2 of 714 ⚔️ PINS vs FDS Full Matrix →

1. Head-to-Head Technology Peer Comparison (FDS vs. PINS, DOCN, MTCH, SNAP)

Industry: Computer Software: Programming Data Processing (72 Tracked Issuers)

Across 714 tracked Technology securities in the Roarable RQD universe, FactSet Research Systems Inc. (FDS) ranks #2 by composite RQD confidence (86/100, grade A) and #142 by equity capitalization ($11.29B). Within this direct 5-issuer industry benchmark cohort, MTCH leads on earnings valuation at 14.4x trailing P/E, while MTCH leads on capital efficiency and profitability with 30.4% ROIC and 72.8% gross margin. FDS currently leads its immediate peer cohort in composite quantitative strength at 86/100 (A).

Ticker / Company Roarable Grade RQD Score Trailing P/E Gross Margin ROIC 1D Change Market Cap Head-to-Head
FDS ACTIVE
FactSet Research Systems Inc.
A 86/100 18.9x 52.7% 18.1% +2.98% $11.29B Benchmark Subject
PINS
Pinterest Inc.
C+ 68/100 27.1x 80.1% 6.2% -2.81% $11.28B /pins-vs-fds →
DOCN
DigitalOcean Holdings Inc.
D+ 55/100 45.3x 59.9% 13.2% -10.32% $11.75B /docn-vs-fds →
MTCH
Match Group Inc.
B+ 80/100 14.4x 72.8% 30.4% -2.91% $9.79B /mtch-vs-fds →
SNAP
Snap Inc.
D 47/100 — 55.0% -8.9% -5.99% $9.61B /snap-vs-fds →

2. Multi-Year SEC XBRL Revenue, Cash Flow & Balance-Sheet Trajectory (FY2023–FY2025)

SEC EDGAR 10-K • FILED 2025-08-31 • CIK 0001013237

In its most recent audited fiscal period (FY2025, filed 2025-08-31), FactSet Research Systems Inc. (FDS) reported GAAP revenue of $2.32B (+5.4% vs. FY2024 revenue of $2.20B , and +11.3% cumulative change since FY2023) , GAAP net income of $597.0M, operating cash flow of $726.3M, and free cash flow of $621.8M (+3.4% YoY). On the balance sheet, FDS closed FY2025 with $4.22B in total assets against $1.37B in total debt (Altman Z-Score: 5.31, Piotroski F-Score: 9/9).

Fiscal Period Filing Date Revenue Net Income Operating Cash Flow Free Cash Flow Total Assets Total Debt
FY2025 (FY) 2025-08-31 $2.32B $597.0M $726.3M $621.8M $4.22B $1.37B
FY2024 (FY) 2024-08-31 $2.20B $537.1M $700.3M $601.2M $4.05B $1.30B
FY2023 (FY) 2023-08-31 $2.09B $468.2M $645.6M $551.7M $6.21B $1.45B

3. FDS Data-Verified Investor FAQ (RQD Rating, Sector Peers, SEC Forensics & Technicals)

✓ SCHEMA.ORG FAQPAGE JSON-LD ENABLED

Is FDS stock a Buy, Hold, or Sell right now according to Roarable's RQD model?

As of 2026-11-02, FactSet Research Systems Inc. (NYSE: FDS) is rated A (Strong Buy / BUY) by Roarable's 5-pillar RQD engine with a composite confidence score of 86/100 at a spot price of $329.57 (+2.98% 1D, market cap $11.29B). Pillar breakdown: Fundamental Cash Engine 16/20, Institutional 13F & Options Flow 18/20, Executive Insider Alignment 18/20, FRED Macro Regime Fit 17/20, and SEC Balance-Sheet Forensics 17/20. Across 714 tracked Technology issuers, FDS ranks #2 in composite RQD confidence.

How does FDS compare to PINS and DOCN in the Technology sector?

Within the Technology sector (Computer Software: Programming Data Processing), FDS carries a Roarable A (86/100 RQD), trailing P/E of 18.9x, gross margin of 52.7%, and ROIC of 18.1%. By comparison, PINS (Pinterest Inc.) holds a C+ grade (68/100 RQD, P/E 27.1x, ROIC 6.2%, cap $11.28B) and DOCN (DigitalOcean Holdings Inc.) posts a D+ grade (55/100 RQD, P/E 45.3x, ROIC 13.2%, cap $11.75B). Among the 5-stock peer group, MTCH leads on earnings multiple (14.4x) while MTCH leads on capital efficiency (30.4% ROIC).

What are the biggest fundamental strengths and SEC risk factors for FDS?

Per FDS's SEC EDGAR XBRL 10-K filing (FY2025, filed 2025-08-31, CIK 0001013237), FactSet Research Systems Inc. generated $2.32B in revenue (+5.4% YoY), $597.0M in net income, and $621.8M in free cash flow against $4.22B in total assets and $1.37B in total debt. Key quantitative strengths: Strong cash generator (53% profit margin)—profits are backed by real money, not accounting tricks.. Primary risk factors monitored: Broader market pullbacks can still drag down strong stocks in the short run.. Institutional options positioning shows a 50% call / 50% put premium split.

Where is FDS trading relative to its 50-day, 200-day, and 52-week technical levels?

FDS last traded at $329.57 (+2.98% on volume of 1,235,220 shares), positioning the stock +12.41% above its 50-day simple moving average ($293.19) and +31.50% above its 200-day simple moving average ($250.63). Across its 52-week range of $185.00 to $339.83, FDS sits at the 93.4% percentile with a 14-day RSI of 58.8 (BULLISH MOMENTUM) and an implied next-earnings move of ±7.4% ($305.18 to $353.96).

FDS Investor FAQ & Complete 8-Part Research Index

100% OPEN ACCESS • SEC EDGAR × CBOE × FRED

When is FDS's next earnings date?

Based on SEC filing cadence, FactSet Research Systems Inc. (FDS)'s next quarterly reporting window is estimated around Nov 29, 2026.

How much is FDS stock expected to move on earnings?

Volatility modeling currently projects a ±7.4% event move for FDS, spanning a range between $305.18 and $353.96.

Direct Sub-Reports: FDS RQD Cockpit FDS 12M Forecast FDS Earnings & Move FDS Dividends & DRIP FDS Insiders & 13F FDS Whale Options FDS Profit Sankey FDS News & Why
ROARABLE RATING BRIEF • RQD 86/100 (A) ✓ STAGE-C NUMBER FIREWALL VERIFIED

FDS — FactSet Research Systems Inc.: What the Facts Mean to a Prospective Investor

Engine: anthropic/claude-haiku-5.5
As of: 2026-11-02T15:15:58Z

Roarable Rating Brief: What This Means to a Prospective Investor

Per the Roarable RQD rating, FDS scores 86 out of 100 (grade A, "Roarable Strong Buy — Excellent Cash & Whale Support"). The five pillars are: Fundamental Cash Engine 16/20 (ROIC 18.1%; FCF yield 5.51%); Whale 13F Flow 18/20 (institutional accumulation and options positioning); Insider Conviction 17/20 (SEC Form 4 and Congressional PTR cluster flow); Macro Regime Fit 17/20 (Beta 1.41; sector sensitivity); and Forensic Balance Sheet 18/20 (Altman Z 5.31; Piotroski F 9/9; Debt/Equity 0.63). For a prospective investor, the strongest-scoring pillars cluster around cash generation, institutional demand, and balance-sheet soundness, which is the core of the bull case. The main tradeoff is valuation and market sensitivity: a Beta of 1.41 implies above-market price swings, and the rating's macro pillar is scored lower than the others. The score reflects the factors the rating measures; it does not itself establish a forward price path.

Snapshot

PriceMarket CapP/E (TTM)Forward P/EEV/EBITDAEPS (TTM)Dividend YieldBeta52-Wk RangeROIC %
$320.04$11.29B18.917.614.816.931.42%1.41$185 - $339.8318.1%

Business

FactSet Research Systems Inc. is a NYSE-listed issuer in the Technology sector, within the Computer Software: Programming Data Processing industry, per the company profile. Source data does not describe its products, customer base, or revenue model beyond this classification. Reported gross margin is 52.7%, operating margin 32.2%, and net margin 25.7%, per the market data section.

Recent Catalysts & News Wire Analysis

Six headlines are provided, all relating to FDS: a Yahoo Finance Australia market-wire item, a TradingView item describing the stock trading up, and Seeking Alpha pieces titled "FactSet: Everything Hinges On AI Adaptation" and a post-earnings rating-upgrade article. A Yahoo Finance item notes a fair value bump as analysts weigh AI progress and growth risks, flagged as a catalyst. Another Seeking Alpha piece and a Yahoo Finance item on private-markets expansion amid valuation questions are also present. Recurring themes across the wire are AI adaptation, growth risk, and valuation. Only the headlines and summaries are provided; article bodies are not available in source data. The Butterfly supply-chain graph reports no links and no proprietary signals.

Open Questions

  • What are FY 2025 EPS and FY 2023 cash balances, which the source data lists as N/A?
  • What specific AI-related risks and opportunities are cited in the analyst commentary, given that article bodies are not provided?
  • What is the composition of the insider, 13F, and Congressional flow underlying the pillar scores, since no holder data is supplied?
  • How does the ROIC and FCF yield trend over time compare with the three-year financial series?

FDS Live News Feed, Press Releases & Catalyst Wire

Real-time company headlines, analyst actions, and sector developments for FactSet Research Systems Inc. (FDS) • Click "Debate This Headline" to argue it in the Roar Pit below

💬 Jump to FDS Debate Forum (3) ↓
🔥 THE ROAR PIT • LIVE COMMUNITY DEBATE 3 Active Posts & Replies

FDS Bull vs. Bear Conversation Board — What's Your Call at $329.57?

🐂 67% BULLISH CONVICTION COMMUNITY TUG-OF-WAR ON FDS 🐻 33% BEARISH CONVICTION
1. Pick Your Side on FDS:
💡 Tip: Back up your call with a price target or RQD metric to get upvoted to the top.
RO RoarDesk_Moderator Roarable Research Desk 🐂 BULLISH 🎯 Target: $377.65 (+18.0%)
📌 Pinned Debate

🔥 Official Bull vs. Bear Debate: Is FDS (A • RQD 86/100) a Buy at $320.04?

Welcome to the FDS (FactSet Research Systems Inc.) Roar Pit. Current RQD Composite is 86/100 (Roarable Strong Buy — Excellent Cash & Whale Support) in Computer Software: Programming Data Processing. Bulls point to capital efficiency (18.1% ROIC), while bears focus on macro rate sensitivity and margin execution. Pick your side (🐂 Bull or 🐻 Bear) and drop your price target below.

BE BearTrap_Alert Forensic Accounting Watch 🐻 BEARISH 🎯 Target: $240.03 (-25.0%)
Spot @ $320.04

Pump the brakes on FDS — check the valuation vs. margin headwinds

Everyone in here is repeating the bull case on FDS, but look at what you are paying: 18.9x trailing P/E with 52.7% gross margins. Unless FactSet Research Systems Inc. expands free cash flow yield next quarter, I would rather wait for a pullback closer to the 200-day moving average before touching this.

TA TapeReader_Pro Verified K Arena Trader 🐂 BULLISH 🎯 Target: $377.65 (+18.0%)
Spot @ $320.04

FDS cash flow & RQD setup is being underpriced by the Street here

Looking at the 5-pillar RQD breakdown on FDS, the market is fixating on short-term headline noise in Computer Software: Programming Data Processing and ignoring the balance sheet and cash flow trajectory. At $320.04 (52-wk range $185.00 - $339.83), any beat on forward guidance forces shorts and underweight funds to chase.

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