← FactSet Research Systems overview

FactSet Research Systems vs Moodys: why the prices moved differently

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

FactSet Research Systems Inc (FDS)

Q3 2026
▲2▼2

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
▲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.

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.

Moodys Corporation (MCO)

Q3 2026
▲3▼1

Moody's Q3: Strong Earnings, AI Expansion, But Margin and Cyber Risks

  • Q2 Earnings Beat and Raised Guidance Moody's reported Q2 profit up 31% to $4.68 per share on 15% revenue growth, raised buybacks to $3.0 billion, and increased earnings guidance, signaling strong financial health and shareholder returns.

    This is the core positive financial result that drove the stock in Q3.

  • AI Partnerships Deepen Data Moat Moody's embedded its risk data into Intapp's and Google Cloud's AI workflows, making its data more integral to clients' operations and strengthening its competitive position in AI-driven analytics.

    This strategic expansion supports future revenue growth and competitive advantage.

  • First Stablecoin Rating Opens Crypto Revenue Moody's issued its first stablecoin protocol rating (Sky Protocol, B3), tapping into a new crypto revenue stream as the GENIUS Act boosts demand for such ratings.

    This new product line diversifies revenue and positions Moody's in a growing market.

  • Margin Guidance Trimmed and Ransomware Threat Operating margin guidance was cut to 44–45% on cost pressure, and Moody's was targeted by ransomware attacks using fake websites to steal credentials, posing data, operational, and reputational risks.

    These are the main negative factors that tempered the outlook and could pressure the stock.

September 2026
▲2▼1

Moody's Expands Into Stablecoin Ratings, AI Data, and Cyber Risk

  • First-ever stablecoin protocol rating opens new market Moody's assigned its first credit rating to a stablecoin protocol (Sky Protocol, B3), a brand-new asset class. This expands its ratings franchise into crypto just as the GENIUS Act makes such ratings gatekeepers of liquidity, potentially adding a new revenue stream and reinforcing its role as a standard-setter.

    This is the biggest new business expansion for Moody's this period, directly opening a new ratings market.

  • Embedding credit data into Google Cloud's AI platform Moody's is putting its credit ratings and research directly inside Google Cloud's Gemini Enterprise for financial services. This makes its proprietary data more useful in AI-driven workflows, deepens customer engagement, and helps defend its data moat as generative AI changes how financial research is consumed.

    This partnership expands distribution and protects Moody's data advantage in the AI era, a key long-term demand driver.

  • Ransomware attacks target Moody's and other financial firms Moody's was named among dozens of major US financial firms targeted by ransomware hackers using fake websites to steal employee passwords. A successful breach could compromise sensitive data, disrupt operations, and invite regulatory scrutiny, posing a real cybersecurity and reputational risk.

    This is a direct threat to Moody's operations and reputation, a genuine counterweight to the positive news.

Latest
▲2▼1

Moody's Expands Into Stablecoin Ratings, AI Data, and Cyber Risk

  • First-ever stablecoin protocol rating opens new market Moody's assigned its first credit rating to a stablecoin protocol (Sky Protocol, B3), a brand-new asset class. This expands its ratings franchise into crypto just as the GENIUS Act makes such ratings gatekeepers of liquidity, potentially adding a new revenue stream and reinforcing its role as a standard-setter.

    This is the biggest new business expansion for Moody's this period, directly opening a new ratings market.

  • Embedding credit data into Google Cloud's AI platform Moody's is putting its credit ratings and research directly inside Google Cloud's Gemini Enterprise for financial services. This makes its proprietary data more useful in AI-driven workflows, deepens customer engagement, and helps defend its data moat as generative AI changes how financial research is consumed.

    This partnership expands distribution and protects Moody's data advantage in the AI era, a key long-term demand driver.

  • Ransomware attacks target Moody's and other financial firms Moody's was named among dozens of major US financial firms targeted by ransomware hackers using fake websites to steal employee passwords. A successful breach could compromise sensitive data, disrupt operations, and invite regulatory scrutiny, posing a real cybersecurity and reputational risk.

    This is a direct threat to Moody's operations and reputation, a genuine counterweight to the positive news.

July 2026
▲3

Moody's beats Q2, lifts buybacks, embeds risk data in AI workflows

  • Q2 earnings beat and bigger buyback Moody's second-quarter profit jumped 31% to $4.68 a share, beating forecasts, on revenue up 15% to $2.19 billion. It raised its share buyback plan to as much as $3.0 billion and nudged up its full-year earnings guidance, a direct boost to the stock.

    This is the period's biggest new event and the main reason MCO moved.

  • Margin guidance trimmed even as EPS rises Moody's slightly cut its 2026 operating margin outlook to 44%-45% from about 45%, even while lifting the low end of its earnings guidance. The trim is a small counterweight: it signals some cost pressure, but the raised buyback and profit beat outweigh it.

    It is the honest counterweight inside the same earnings report readers need to weigh.

  • Risk data embedded in Intapp's AI workflows Moody's expanded its partnership with Intapp to put its risk data inside Intapp's AI tools for legal, private capital and accounting clients. This makes Moody's data part of daily decisions, deepening reliance and making it harder for rivals to replace, supporting future revenue.

    It is a new distribution deal that strengthens Moody's competitive position.

  • Moody's warns on AI debt, European banks spend more Moody's itself flagged 'no playbook' for AI-driven borrowing, showing its analytical relevance, while a Moody's survey found European banks raising risk, compliance and AI spending. Both point to steady demand for its ratings and analytics, a mild positive for the stock.

    These new reports show demand for Moody's core services holding up.

▲3

Moody's beats Q2, lifts buybacks, embeds risk data in AI workflows

  • Q2 earnings beat and bigger buyback Moody's second-quarter profit jumped 31% to $4.68 a share, beating forecasts, on revenue up 15% to $2.19 billion. It raised its share buyback plan to as much as $3.0 billion and nudged up its full-year earnings guidance, a direct boost to the stock.

    This is the period's biggest new event and the main reason MCO moved.

  • Margin guidance trimmed even as EPS rises Moody's slightly cut its 2026 operating margin outlook to 44%-45% from about 45%, even while lifting the low end of its earnings guidance. The trim is a small counterweight: it signals some cost pressure, but the raised buyback and profit beat outweigh it.

    It is the honest counterweight inside the same earnings report readers need to weigh.

  • Risk data embedded in Intapp's AI workflows Moody's expanded its partnership with Intapp to put its risk data inside Intapp's AI tools for legal, private capital and accounting clients. This makes Moody's data part of daily decisions, deepening reliance and making it harder for rivals to replace, supporting future revenue.

    It is a new distribution deal that strengthens Moody's competitive position.

  • Moody's warns on AI debt, European banks spend more Moody's itself flagged 'no playbook' for AI-driven borrowing, showing its analytical relevance, while a Moody's survey found European banks raising risk, compliance and AI spending. Both point to steady demand for its ratings and analytics, a mild positive for the stock.

    These new reports show demand for Moody's core services holding up.

Q2 2026
▲3▼1

Moody's AI and private credit growth offset by Middle East risk-off

  • AI skills launch expands product reach Moody's launched AI skills that plug its ratings and research into major AI platforms like Microsoft 365 Copilot. This makes its data more useful and harder to replace, supporting future revenue and a higher stock price.

    New product that strengthens Moody's competitive position and long-term growth.

  • Credit ratings integrated into Solana blockchain Moody's put its credit ratings directly on Solana's blockchain for tokenized bonds. This opens a new digital-asset channel and shows Moody's is adapting to how bonds may trade in the future, a plus for the stock.

    New blockchain integration that expands Moody's addressable market.

  • Q1 earnings beat and strong private credit growth Moody's beat first-quarter earnings and revenue estimates, helped by a recovery in credit markets. A separate bullish report noted over $2 trillion of debt rated in Q1 and private credit revenue up more than 80%, reinforcing the growth story.

    Confirms financial strength and highlights a key growth driver.

  • Iran ceasefire collapse triggers risk-off selloff Moody's shares fell 2.6% after President Trump declared the Iran ceasefire over, sparking a broad risk-off move. Higher bond yields and credit-stress fears hurt financial firms whose earnings depend on market activity, though this is a short-term market reaction.

    Only negative driver this period, showing a real counterweight to the positive news.

June 2026
▲3▼1

Moody's AI and private credit growth offset by Middle East risk-off

  • AI skills launch expands product reach Moody's launched AI skills that plug its ratings and research into major AI platforms like Microsoft 365 Copilot. This makes its data more useful and harder to replace, supporting future revenue and a higher stock price.

    New product that strengthens Moody's competitive position and long-term growth.

  • Credit ratings integrated into Solana blockchain Moody's put its credit ratings directly on Solana's blockchain for tokenized bonds. This opens a new digital-asset channel and shows Moody's is adapting to how bonds may trade in the future, a plus for the stock.

    New blockchain integration that expands Moody's addressable market.

  • Q1 earnings beat and strong private credit growth Moody's beat first-quarter earnings and revenue estimates, helped by a recovery in credit markets. A separate bullish report noted over $2 trillion of debt rated in Q1 and private credit revenue up more than 80%, reinforcing the growth story.

    Confirms financial strength and highlights a key growth driver.

  • Iran ceasefire collapse triggers risk-off selloff Moody's shares fell 2.6% after President Trump declared the Iran ceasefire over, sparking a broad risk-off move. Higher bond yields and credit-stress fears hurt financial firms whose earnings depend on market activity, though this is a short-term market reaction.

    Only negative driver this period, showing a real counterweight to the positive news.

▲3▼1

Moody's AI and private credit growth offset by Middle East risk-off

  • AI skills launch expands product reach Moody's launched AI skills that plug its ratings and research into major AI platforms like Microsoft 365 Copilot. This makes its data more useful and harder to replace, supporting future revenue and a higher stock price.

    New product that strengthens Moody's competitive position and long-term growth.

  • Credit ratings integrated into Solana blockchain Moody's put its credit ratings directly on Solana's blockchain for tokenized bonds. This opens a new digital-asset channel and shows Moody's is adapting to how bonds may trade in the future, a plus for the stock.

    New blockchain integration that expands Moody's addressable market.

  • Q1 earnings beat and strong private credit growth Moody's beat first-quarter earnings and revenue estimates, helped by a recovery in credit markets. A separate bullish report noted over $2 trillion of debt rated in Q1 and private credit revenue up more than 80%, reinforcing the growth story.

    Confirms financial strength and highlights a key growth driver.

  • Iran ceasefire collapse triggers risk-off selloff Moody's shares fell 2.6% after President Trump declared the Iran ceasefire over, sparking a broad risk-off move. Higher bond yields and credit-stress fears hurt financial firms whose earnings depend on market activity, though this is a short-term market reaction.

    Only negative driver this period, showing a real counterweight to the positive news.