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Trade Ideas (44)
Date Ticker Price Dir Speaker Thesis Source
Feb 18
FDS
$197.92
$197.92 -0.0%
N/A Finnhub News Finnhub - FDS
Molson Coors Profit, Sales Fall as Beer Deman...
Feb 18
FDS
$197.92
$197.92 -0.0%
N/A Finnhub News Finnhub - FDS
Comex Gold Settles 2.12% Higher at $4986.50
Feb 18
FDS
$197.92
$197.92 -0.0%
N/A Finnhub News Finnhub - FDS
Global Payments Sets Upbeat 2026 Earnings Out...
Feb 18
FDS
$197.92
$197.92 -0.0%
N/A Finnhub News Finnhub - FDS
Wingstop Logs Surprise Quarterly Profit Growt...
Feb 18
FDS
$197.92
$197.92 -0.0%
N/A Finnhub News Finnhub - FDS
Wingstop Comparable Sales Fall Amid Consumer ...
Feb 18
FDS
$197.92
$197.92 -0.0%
N/A Finnhub News Finnhub - FDS
Verisk Analytics (VRSK) Tops Q4 Earnings and ...
Feb 18
FDS
$197.92
$197.92 -0.0%
N/A Finnhub News Finnhub - FDS
Prog Q4 Adjusted Earnings, Revenue Fall; Q1, ...
Feb 18
FDS
$197.92
$197.92 -0.0%
N/A Finnhub News Finnhub - FDS
Charles River Q4 Adjusted Earnings, Revenue D...
Feb 18
FDS
$197.92
$197.92 -0.0%
N/A Finnhub News Finnhub - FDS
Analog Devices Stock Rises After Earnings. Th...
Feb 18
FDS
$197.92
$197.92 -0.0%
N/A Finnhub News Finnhub - FDS
IAMGOLD's Q4 2025 Adjusted Net Earnings Soar ...
Feb 18
FDS
$197.92
$197.92 -0.0%
N/A Finnhub News Finnhub - FDS
Fiverr International Q4 Non-GAAP Net Income, ...
Feb 17
FDS
$190.06
$197.92 +4.1%
N/A Finnhub News Finnhub - FDS
TFI International's Fourth Quarter Adjusted P...
Feb 17
FDS
$190.06
$197.92 +4.1%
N/A Finnhub News Finnhub - FDS
Appetite for Safe Haven Assets Eases, Pressur...
Feb 17
FDS
$190.06
$197.92 +4.1%
N/A Finnhub News Finnhub - FDS
Comex Gold Settles 2.77% Lower at $4882.90
Feb 17
FDS
$190.06
$197.92 +4.1%
N/A Finnhub News Finnhub - FDS
Update: Itron Shares Rise After Q4 Earnings, ...
Feb 17
FDS
$190.06
$197.92 +4.1%
N/A Finnhub News Finnhub - FDS
Medtronic Profit Falls Despite Higher Revenue
Feb 17
FDS
$190.06
$197.92 +4.1%
N/A Finnhub News Finnhub - FDS
Wells Fargo Maintains Underweight on FactSet ...
Feb 16
FDS
$205.79
$197.92 -3.8%
N/A Finnhub News Finnhub - FDS
Is FactSet (FDS) Now Attractive After A 54% O...
Feb 16
FDS
$205.79
$197.92 -3.8%
N/A Finnhub News Finnhub - FDS
FactSet AI Push Tests Client Loyalty As Growt...
Feb 13
FDS
$205.79
$197.92 -3.8%
N/A Finnhub News Finnhub - FDS
CPI rose at an annual rate of 2.4% in January...
Feb 13
FDS
$205.79
$197.92 -3.8%
N/A Finnhub News Finnhub - FDS
Here's Why FactSet Research (FDS) is a Strong...
Feb 13
FDS
$205.79
$197.92 -3.8%
N/A Finnhub News Finnhub - FDS
FactSet (FDS) Target Lowered by Wells Fargo A...
Feb 13
FDS
$205.79
$197.92 -3.8%
N/A Finnhub News Finnhub - FDS
Did FactSet's New AI Tool and European Resear...
Feb 13
FDS
$205.79
$197.92 -3.8%
N/A Finnhub News Finnhub - FDS
Alithya Group Swing to Net Earnings in Q3
Feb 13
FDS
$205.79
$197.92 -3.8%
N/A Finnhub News Finnhub - FDS
Enbridge Earnings Rise With Favorable Contrac...
Feb 13
FDS
$205.79
$197.92 -3.8%
N/A Finnhub News Finnhub - FDS
Colliers International Q4 Net Earnings Fall
Feb 13
FDS
$205.79
$197.92 -3.8%
N/A Finnhub News Finnhub - FDS
FactSet: Buy The Drop On This Moat-Worthy Sto...
Feb 13
FDS
$205.79
$197.92 -3.8%
N/A Finnhub News Finnhub - FDS
Rivian Automotive Expects to Ramp Up Deliveri...
Feb 12
FDS
$201.95
$197.92 -2.0%
N/A Finnhub News Finnhub - FDS
Dutch Bros Surged on Earnings Beat. Why the S...
Feb 12
FDS
$201.95
$197.92 -2.0%
N/A Finnhub News Finnhub - FDS
Update: Crocs Shares Rise After Q4 Results Be...
Feb 12
FDS
$201.95
$197.92 -2.0%
N/A Finnhub News Finnhub - FDS
Crocs Issues Upbeat Outlook Following Fourth-...
Feb 12
FDS
$201.95
$197.92 -2.0%
N/A Finnhub News Finnhub - FDS
Zoetis Stock Is In The Doghouse Despite Its Q...
Feb 12
FDS
$201.95
$197.92 -2.0%
N/A Finnhub News Finnhub - FDS
Update: Zebra Technologies Shares Rise After ...
Feb 12
FDS
$201.95
$197.92 -2.0%
N/A Finnhub News Finnhub - FDS
Update: Fastly Shares Rise After Swing to Q4 ...
Feb 12
FDS
$201.95
$197.92 -2.0%
N/A Finnhub News Finnhub - FDS
Zoetis Jumps After Pet-Health Outlet Barks Up...
Feb 12
FDS
$201.95
$197.92 -2.0%
N/A Finnhub News Finnhub - FDS
Sphere Entertainment's Q4 Swings to Earnings,...
Feb 12
FDS
$201.95
$197.92 -2.0%
N/A Finnhub News Finnhub - FDS
Bombardier Lands Q4 Earnings and Revs Beat; S...
Feb 12
FDS
$201.95
$197.92 -2.0%
N/A Finnhub News Finnhub - FDS
Mullen Group Q4 EPS Misses Analysts' Expectat...
Feb 12
FDS
$201.95
$197.92 -2.0%
N/A Finnhub News Finnhub - FDS
Bombardier Sees More Deliveries, Stronger Rev...
Feb 12
FDS
$201.95
$197.92 -2.0%
N/A Finnhub News Finnhub - FDS
Auto & Transport Roundup: Market Talk
Feb 12
FDS
$201.95
$197.92 -2.0%
N/A Finnhub News Finnhub - FDS
Adyen Shares Hit Two-Year Low After Revenue M...
Feb 12
FDS
$201.95
$197.92 -2.0%
N/A Finnhub News Finnhub - FDS
3 Financials Stocks We Approach with Caution
Feb 12
FDS
$201.95
$197.92 -2.0%
N/A Finnhub News Finnhub - FDS
FactSet AI Push With Kepler Cheuvreux Meets S...
Feb 11
FDS
$193.76
$197.92 +2.1%
AVOID Josh Brown
CEO, Ritholtz Wealth Management
"We are separating the market into two camps... Information merchants... and legacy platforms... the value of selling information to people is declining at a precipitous rate." For 15 years, the market fetishized "asset-light" software models. AI has flipped this. If AI reduces corporate headcount, the "per-seat" pricing model (SaaS) of companies like Salesforce and Workday collapses because there are fewer humans to sell subscriptions to. Furthermore, AI can replicate "information merchant" value propositions cheaply. Avoid "Vertical Market Software" and companies selling pure IP/Information; they are the "losers" in the AI shift. AI adoption might be slower than expected, or these companies successfully pivot to consumption-based pricing. The Compound News
Is It Time to Buy Software Stocks?