← FactSet Research Systems overview

FactSet Research Systems vs Autodesk: why the prices moved differently

Weekly · monthly · quarterly news summaries, side by side in time

FactSet Research Systems Inc (FDS)

Q3 2026
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FactSet's AI Surge Meets Guidance Letdown and New Competition

  • AI Momentum and Strong Financials FactSet's AI product launches, Google Cloud partnership, and record organic subscription value growth drove earnings beats, retention above 95%, and a 58% stock surge, supported by nearly $950 million in buybacks and $250 million in dividends.

    This point captures the primary positive forces behind FactSet's stock performance during the period.

  • Disappointing Fiscal 2027 Guidance Fiscal 2027 guidance fell short of expectations, causing a 3.45% share drop on fears of slowing growth, with analysts cautious about moderating annual subscription value growth amid rising AI competition.

    This point highlights a key negative event that pressured the stock and reflects growth concerns.

  • Potential S&P Global Spinoff Threat S&P Global's potential spinoff of Capital IQ Pro could create a formidable standalone rival, pressuring FactSet's market share and pricing power in the financial data market.

    This point identifies a significant competitive threat that could impact FactSet's future performance.

  • New Private Markets Partnership A new private markets partnership offers long-term upside, expanding FactSet's addressable market and diversifying revenue streams beyond traditional financial data services.

    This point highlights a strategic initiative that could drive future growth and was not previously reported.

September 2026
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FactSet beats on AI demand but soft 2027 guidance clouds growth

  • Q4 earnings beat, but fiscal 2027 guidance disappoints FactSet beat Q4 profit and revenue estimates, yet its fiscal 2027 guidance came in below Wall Street expectations, sending shares down 3.45%. The market worries that growth is slowing, even as the company remains profitable and returns cash to shareholders.

    This is the core new event that directly moved FDS shares and frames the period's mixed picture.

  • Record AI-driven subscription value growth FactSet reported record organic Annual Subscription Value growth, with AI solutions more than doubling year over year and retention above 95%. This shows demand for its data and AI tools remains strong, supporting future revenue and a positive long-term story.

    It highlights the key positive force behind FDS's business momentum and counters the guidance disappointment.

  • Analysts split: some raise targets, others stay cautious After earnings, several analysts raised price targets, and William Blair upgraded the stock, citing AI progress and execution. But Goldman, Barclays, BofA and Wells Fargo stayed cautious, warning that ASV growth may moderate as AI competition rises. This tug-of-war keeps the stock range-bound.

    It shows the market's divided view on FDS's AI opportunity versus growth risks, explaining recent price swings.

  • New private markets partnership expands offering FactSet partnered with SUBSCRIBE to integrate private markets tools into its platform, giving its 8,600 clients access to private fund workflows. This opens a new growth area as investors pour money into alternatives, potentially boosting demand and subscription value over time.

    It is a fresh, concrete expansion of FactSet's product reach that could drive future revenue.

Latest
▲2

FactSet beats on AI demand but soft 2027 guidance clouds growth

  • Q4 earnings beat, but fiscal 2027 guidance disappoints FactSet beat Q4 profit and revenue estimates, yet its fiscal 2027 guidance came in below Wall Street expectations, sending shares down 3.45%. The market worries that growth is slowing, even as the company remains profitable and returns cash to shareholders.

    This is the core new event that directly moved FDS shares and frames the period's mixed picture.

  • Record AI-driven subscription value growth FactSet reported record organic Annual Subscription Value growth, with AI solutions more than doubling year over year and retention above 95%. This shows demand for its data and AI tools remains strong, supporting future revenue and a positive long-term story.

    It highlights the key positive force behind FDS's business momentum and counters the guidance disappointment.

  • Analysts split: some raise targets, others stay cautious After earnings, several analysts raised price targets, and William Blair upgraded the stock, citing AI progress and execution. But Goldman, Barclays, BofA and Wells Fargo stayed cautious, warning that ASV growth may moderate as AI competition rises. This tug-of-war keeps the stock range-bound.

    It shows the market's divided view on FDS's AI opportunity versus growth risks, explaining recent price swings.

  • New private markets partnership expands offering FactSet partnered with SUBSCRIBE to integrate private markets tools into its platform, giving its 8,600 clients access to private fund workflows. This opens a new growth area as investors pour money into alternatives, potentially boosting demand and subscription value over time.

    It is a fresh, concrete expansion of FactSet's product reach that could drive future revenue.

July 2026
▲3▼1

FactSet's AI Push Drives Growth, But New Rival Looms

  • AI product launches and Google Cloud partnership FactSet released an AI-powered portfolio analytics tool and partnered with Google Cloud to build AI solutions. These moves position FactSet to capture rising demand for AI in finance, boosting future revenue prospects and lifting the stock.

    These are new events that directly drive investor optimism about FactSet's growth.

  • Accelerating organic growth and strong earnings FactSet reported 7.1% organic subscription growth, the fifth straight quarter of acceleration, and beat earnings estimates. Clients using AI solutions grew faster, showing the strategy is working and supporting the stock.

    This is new financial data that confirms the company's momentum and justifies higher valuation.

  • Stock surge on earnings beats and cash returns FactSet shares jumped 58% over six months, driven by consistent earnings beats and strong cash flow that funded nearly $950 million in buybacks and $250 million in dividends. This reflects robust financial health and shareholder returns.

    It highlights the market's positive reaction to FactSet's performance and capital allocation.

  • Potential S&P Global spinoff of Capital IQ Pro S&P Global is exploring a spinoff of its Capital IQ Pro platform, which would create a standalone competitor to FactSet. This could intensify competition and pressure FactSet's market share and pricing power.

    It introduces a new competitive threat that could negatively impact FactSet's future growth.

▲3▼1

FactSet's AI Push Drives Growth, But New Rival Looms

  • AI product launches and Google Cloud partnership FactSet released an AI-powered portfolio analytics tool and partnered with Google Cloud to build AI solutions. These moves position FactSet to capture rising demand for AI in finance, boosting future revenue prospects and lifting the stock.

    These are new events that directly drive investor optimism about FactSet's growth.

  • Accelerating organic growth and strong earnings FactSet reported 7.1% organic subscription growth, the fifth straight quarter of acceleration, and beat earnings estimates. Clients using AI solutions grew faster, showing the strategy is working and supporting the stock.

    This is new financial data that confirms the company's momentum and justifies higher valuation.

  • Stock surge on earnings beats and cash returns FactSet shares jumped 58% over six months, driven by consistent earnings beats and strong cash flow that funded nearly $950 million in buybacks and $250 million in dividends. This reflects robust financial health and shareholder returns.

    It highlights the market's positive reaction to FactSet's performance and capital allocation.

  • Potential S&P Global spinoff of Capital IQ Pro S&P Global is exploring a spinoff of its Capital IQ Pro platform, which would create a standalone competitor to FactSet. This could intensify competition and pressure FactSet's market share and pricing power.

    It introduces a new competitive threat that could negatively impact FactSet's future growth.

Autodesk Inc (ADSK)

Q3 2026
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Autodesk beats Q2, FTC clears MaintainX, but soft profit guidance weighs

  • Soft Q3 and full-year profit guidance Autodesk's guidance for Q3 and full-year profit came in soft, with adjusted earnings per share below what analysts expected. Free cash flow guidance was also narrowed because of costs tied to the $3.6 billion MaintainX acquisition, pressuring the stock.

    This is the main negative force on the stock this period, explaining why shares were pressured despite other good news.

  • FTC clears MaintainX deal and Q2 beats raise revenue outlook The FTC cleared Autodesk's $3.6 billion purchase of MaintainX, removing a regulatory hurdle. Meanwhile, Q2 results beat estimates and the company raised its revenue guidance, citing strong demand in construction, emerging markets, and its Fusion product.

    This is a new positive development that offsets some of the negative guidance news and shows underlying demand is strong.

  • Agentic AI preview and Arcadis partnership show real-world benefits Autodesk previewed agentic AI across its Forma, Fusion, and Flow products, and an Arcadis partnership showed AI cutting quality reviews from five days to half a day. These moves highlight how AI could make its software more valuable to customers.

    This points to a new technology-driven growth driver that could support future demand and pricing power.

  • Cheap valuation and growth expectations vs. skepticism and rival takeover Analysts expect about 15% earnings growth, and the stock trades near 16 times forward earnings, below industry averages. But investors remain skeptical that MaintainX and AI investments will create lasting value faster than costs rise, and rival PTC's $22.6 billion cash takeover highlighted sector value without directly helping Autodesk.

    This captures the mixed sentiment: attractive valuation and growth hopes balanced against doubts about spending and a rival's deal that doesn't benefit Autodesk directly.

August 2026
▲2▼1

Autodesk beats Q2, FTC clears MaintainX, but soft profit guidance weighs

  • Soft Q3 and full-year profit guidance Autodesk's guidance for Q3 and full-year profit came in soft, with adjusted earnings per share below what analysts expected. Free cash flow guidance was also narrowed because of costs tied to the $3.6 billion MaintainX acquisition, pressuring the stock.

    This is the main negative force on the stock this period, explaining why shares were pressured despite other good news.

  • FTC clears MaintainX deal and Q2 beats raise revenue outlook The FTC cleared Autodesk's $3.6 billion purchase of MaintainX, removing a regulatory hurdle. Meanwhile, Q2 results beat estimates and the company raised its revenue guidance, citing strong demand in construction, emerging markets, and its Fusion product.

    This is a new positive development that offsets some of the negative guidance news and shows underlying demand is strong.

  • Agentic AI preview and Arcadis partnership show real-world benefits Autodesk previewed agentic AI across its Forma, Fusion, and Flow products, and an Arcadis partnership showed AI cutting quality reviews from five days to half a day. These moves highlight how AI could make its software more valuable to customers.

    This points to a new technology-driven growth driver that could support future demand and pricing power.

  • Cheap valuation and growth expectations vs. skepticism and rival takeover Analysts expect about 15% earnings growth, and the stock trades near 16 times forward earnings, below industry averages. But investors remain skeptical that MaintainX and AI investments will create lasting value faster than costs rise, and rival PTC's $22.6 billion cash takeover highlighted sector value without directly helping Autodesk.

    This captures the mixed sentiment: attractive valuation and growth hopes balanced against doubts about spending and a rival's deal that doesn't benefit Autodesk directly.

Latest
▲3

Autodesk's AI push and cheap valuation drive the story

  • Agentic AI across Forma, Fusion and Flow Autodesk previewed a next-generation AI assistant that works across its three industry clouds, with third-party agents and a builder tool planned for 2027. This keeps its software central to customers' workflows and supports future subscription pricing power.

    It is the biggest new product story of the period and directly supports the bull case for ADSK.

  • Arcadis partnership shows AI tools cutting work from days to hours Engineering firm Arcadis deepened its Autodesk AI collaboration, linking its own data protocol to Autodesk Assistant. Quality reviews that took five days now take about half a day on some projects, a concrete proof point that could pull more firms onto Autodesk's platform.

    It is a new customer win that shows real-world adoption of Autodesk's AI, supporting demand.

  • Earnings estimates rising ahead of the next report Analysts expect Autodesk's next quarterly profit and revenue to rise about 15% from a year earlier, and the consensus estimate has edged higher. The stock trades at about 16 times forward earnings, a discount to its industry average, which makes the growth look cheap.

    It explains the improving profit picture and the valuation gap that supports the shares.

  • Rival PTC bought in cash, highlighting Autodesk's growth but no bid Schneider Electric agreed to buy rival PTC for $22.6 billion in cash. Autodesk is growing much faster and generates far more cash, but it has no takeover offer of its own, so the deal mainly reminds investors of the sector's value without lifting Autodesk directly.

    It is the period's main competitive event and cuts both ways for ADSK.

▲2▼1

Autodesk's MaintainX Deal Cleared, but Soft Profit Outlook Weighs on Shares

  • FTC clears MaintainX acquisition The FTC granted early termination of the waiting period for Autodesk's $3.6 billion cash acquisition of MaintainX, removing a key regulatory hurdle. This clears the path for the deal to close, which should strengthen Autodesk's operations software business and support future growth.

    This is a new, concrete regulatory milestone that directly affects the acquisition's completion and investor confidence.

  • Soft Q3 and full-year profit guidance Autodesk guided third-quarter adjusted EPS to $3.04–$3.09, below the $3.14 consensus, and full-year EPS midpoint also trailed forecasts. The company narrowed free cash flow guidance due to MaintainX acquisition costs. This profit warning is the main reason the stock fell sharply after earnings.

    This is the primary new negative driver that explains the stock's recent decline and investor concerns about near-term profitability.

  • Q2 beat and raised revenue outlook Autodesk reported second-quarter revenue of $2.05 billion and adjusted EPS of $3.30, both beating estimates, and raised full-year revenue guidance to $8.32 billion at the midpoint. Strong demand in construction, emerging markets, and the Fusion manufacturing platform drove the beat, showing the core business remains healthy.

    This new positive fundamental result provides a counterweight to the soft guidance and shows underlying demand strength.

  • AI and acquisition costs cloud outlook Despite strong cash flow and revenue growth, investors worry that the $3.6 billion MaintainX deal and general-purpose AI could squeeze Autodesk's platform. The stock trades well below its GF Value estimate, reflecting skepticism about whether the acquisition will create durable value faster than costs rise.

    This captures the key investor debate that is driving sentiment and the stock's valuation discount.

Q2 2026
▲1▼1

Autodesk's weak guidance and costly MaintainX deal weigh on shares

  • Weak full-year guidance triggers sharp selloff Autodesk beat quarterly revenue expectations, but its full-year guidance update was the weakest among design software peers. Investors punished the stock, sending it down about 19% — a sign that future growth expectations, not past results, are driving the price.

    This is the main reason ADSK fell sharply this period and explains the negative price move.

  • Financing secured for $3.6 billion MaintainX acquisition Autodesk amended credit agreements to fund its all-cash purchase of MaintainX, expanding its credit line and adding a term loan. The deal broadens its reach into maintenance data, but taking on debt and paying a high price raises questions about growth and profit margins.

    The acquisition is a major capital allocation decision that affects ADSK's balance sheet and future growth prospects.

  • Analysts trim fair value and price targets Analysts slightly lowered their fair value estimate for Autodesk after the earnings beat and MaintainX deal. Most kept positive ratings but cut price targets, citing solid results but also slowing core business growth and uncertainty over the acquisition's impact on margins.

    Analyst revisions reflect the market's mixed view and influence investor expectations for ADSK's price.

  • $350 million AI upskilling initiative Autodesk committed $350 million to train nearly one million people in AI-powered design and manufacturing, targeting 60 million students and educators. This long-term investment aims to build future demand for its software, though the payoff will take years.

    This new initiative could support future demand and shows Autodesk's strategic focus on AI, a positive for long-term growth.

June 2026
▲1▼1

Autodesk's weak guidance and costly MaintainX deal weigh on shares

  • Weak full-year guidance triggers sharp selloff Autodesk beat quarterly revenue expectations, but its full-year guidance update was the weakest among design software peers. Investors punished the stock, sending it down about 19% — a sign that future growth expectations, not past results, are driving the price.

    This is the main reason ADSK fell sharply this period and explains the negative price move.

  • Financing secured for $3.6 billion MaintainX acquisition Autodesk amended credit agreements to fund its all-cash purchase of MaintainX, expanding its credit line and adding a term loan. The deal broadens its reach into maintenance data, but taking on debt and paying a high price raises questions about growth and profit margins.

    The acquisition is a major capital allocation decision that affects ADSK's balance sheet and future growth prospects.

  • Analysts trim fair value and price targets Analysts slightly lowered their fair value estimate for Autodesk after the earnings beat and MaintainX deal. Most kept positive ratings but cut price targets, citing solid results but also slowing core business growth and uncertainty over the acquisition's impact on margins.

    Analyst revisions reflect the market's mixed view and influence investor expectations for ADSK's price.

  • $350 million AI upskilling initiative Autodesk committed $350 million to train nearly one million people in AI-powered design and manufacturing, targeting 60 million students and educators. This long-term investment aims to build future demand for its software, though the payoff will take years.

    This new initiative could support future demand and shows Autodesk's strategic focus on AI, a positive for long-term growth.

▲1▼1

Autodesk's weak guidance and costly MaintainX deal weigh on shares

  • Weak full-year guidance triggers sharp selloff Autodesk beat quarterly revenue expectations, but its full-year guidance update was the weakest among design software peers. Investors punished the stock, sending it down about 19% — a sign that future growth expectations, not past results, are driving the price.

    This is the main reason ADSK fell sharply this period and explains the negative price move.

  • Financing secured for $3.6 billion MaintainX acquisition Autodesk amended credit agreements to fund its all-cash purchase of MaintainX, expanding its credit line and adding a term loan. The deal broadens its reach into maintenance data, but taking on debt and paying a high price raises questions about growth and profit margins.

    The acquisition is a major capital allocation decision that affects ADSK's balance sheet and future growth prospects.

  • Analysts trim fair value and price targets Analysts slightly lowered their fair value estimate for Autodesk after the earnings beat and MaintainX deal. Most kept positive ratings but cut price targets, citing solid results but also slowing core business growth and uncertainty over the acquisition's impact on margins.

    Analyst revisions reflect the market's mixed view and influence investor expectations for ADSK's price.

  • $350 million AI upskilling initiative Autodesk committed $350 million to train nearly one million people in AI-powered design and manufacturing, targeting 60 million students and educators. This long-term investment aims to build future demand for its software, though the payoff will take years.

    This new initiative could support future demand and shows Autodesk's strategic focus on AI, a positive for long-term growth.