FactSet Research Systems Inc. (FDS)
FactSet Research Systems: I'm Confident About Low-Teens EPS Growth (Rating Upgrade)
Upgrading FDS from buy to strong buy due to increased conviction in achieving EPS growth, supported by positive Investor Day insights. FDS's data management strategy enables rapid GenAI product development, enhancing customer workflows and driving organic ASV growth across wealth, dealmaker, and buy-side clients. Revamped enterprise sales strategy and new pricing models expected to drive higher ASV growth and more predictable revenue streams.
FactSet Research Systems Inc. (FDS) Q1 2025 Earnings Call Transcript
FactSet Research Systems Inc. (NYSE:FDS ) Q1 2025 Earnings Conference Call December 19, 2024 11:00 AM ET Company Participants Yet He - Head of IR Philip Snow - CEO Helen Shan - CFO Goran Skoko - CRO Conference Call Participants Alex Kramm - UBS Shlomo Rosenbaum - Stifel Kelsey Zhu - Autonomous Faiza Alwy - Deutsche Bank Ashish Sabadra - RBC Scott Wurtzel - Wolfe Research Jeffrey Silber - BMO Capital Markets Toni Kaplan - Morgan Stanley Owen Lau - Oppenheimer Manav Patnaik - Barclays Andrew Nicholas - William Blair Surinder Thind - Jefferies Craig Huber - Huber Research Partners David Motemaden - Evercore ISI Jason Haas - Wells Fargo George Tong - Goldman Sachs Operator Good day, and thank you for standing by. Welcome to the FactSet First Quarter 2025 Earnings Conference Call.
FactSet (FDS) Q1 Earnings: How Key Metrics Compare to Wall Street Estimates
While the top- and bottom-line numbers for FactSet (FDS) give a sense of how the business performed in the quarter ended November 2024, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
FactSet Research (FDS) Beats Q1 Earnings and Revenue Estimates
FactSet Research (FDS) came out with quarterly earnings of $4.37 per share, beating the Zacks Consensus Estimate of $4.30 per share. This compares to earnings of $4.12 per share a year ago.
What Analyst Projections for Key Metrics Reveal About FactSet (FDS) Q1 Earnings
Beyond analysts' top -and-bottom-line estimates for FactSet (FDS), evaluate projections for some of its key metrics to gain a better insight into how the business might have performed for the quarter ended November 2024.
Here's Why You Should Retain FactSet Stock in Your Portfolio Now
FDS' robust tech-savvy initiatives are boosting the company's prospects. However, elevated operating expenses are major headwinds.
This FactSet Research Analyst Turns Bearish; Here Are Top 4 Downgrades For Wednesday
Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades and downgrades, please see our analyst ratings page.
FactSet Research Systems: A Resilient Business For The Long Term
FactSet Research Systems Inc., founded in 1978, has evolved into a leading financial information provider, offering verified data via multiple platforms and supporting various client workflows. FactSet's revenue is resilient and recurring, with over $2.2 billion annually, a 38% operating margin, and a retention rate consistently above 90%. Strategic investments focus on expanding data, embedding into client workflows, and leveraging AI, ensuring continued growth and competitive advantage.
High-Quality Dividend Stock Universe: FactSet Research Systems Shows Attractive Valuation
FactSet Research Systems Inc. is a high-quality financial data provider with consistent revenue growth, stable profit margins, and a decent return on invested capital. FDS has a strong history of dividends, nearly reaching the coveted Dividend Aristocrat status. The company reported strong earnings last week, with revenue and EPS beats, a solid retention rate, and improved operating margins, leading to a positive market response.
FactSet Research Systems: Growth Runway Is Clear Ahead
I reiterate my buy rating for FactSet Research Systems due to the positive growth outlook driven by recent and expected Fed rate cuts. FDS reported strong revenue growth and profit margins, with EPS beating consensus estimates, despite a challenging selling environment and one-off expenses. Management's conservative FY25 guidance is likely to be exceeded due to GenAI solutions, easy growth comps, and improving macroeconomic conditions.
FactSet Q4 Earnings & Revenues Beat Estimates, Increases Y/Y
FDS's fourth-quarter fiscal 2024 earnings and revenues increase year over year.
FactSet Research Systems Inc. (FDS) Q4 2024 Earnings Call Transcript
FactSet Research Systems Inc. (NYSE:FDS ) Q4 2024 Earnings Conference Call September 19, 2024 11:00 AM ET Company Participants Philip Snow - CEO Helen Shan - CFO Goran Skoko - CRO Conference Call Participants Toni Kaplan - Morgan Stanley Ashish Sabadra - RBC Alex Kramm - UBS Manav Patnaik - Barclays Faiza Alwy - Deutsche Bank Kelsey Zhu - Autonomous Surinder Thind - Jefferies George Tong - Goldman Sachs Andrew Nicholas - William Blair Owen Lau - Oppenheimer Jeff Silber - BMO Capital Markets Jason Haas - Wells Fargo Craig Huber - Huber Research Partners Russell Quelch - Redburn Atlantic Shlomo Rosenbaum - Stifel Scott Wurtzel - Wolfe Research Operator Good morning, and welcome to FactSet Q4 2024 Conference Call. [Operator Instructions] I would now like to hand the conference over to [Kate Kirby].
