FDS FactSet Research Systems Inc. Loading... : Investor Sentiment and Bull/Bear Views
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Top Calls
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Price change since each call, adjusted for long/short direction. Results calculated:
Feed
Time
Author
Thesis
Company / ticker
Signal
Since call
Position
Source
16:34
Sep 19
Sep 19
Monetary Matters
Data incumbents protected by workflows.
Busch argues AI is unlikely to displace entrenched financial data and terminal providers like S&P Global, FactSet, and Tradeweb. Their value comes from data collection, costly data licenses, instant messaging/communication, and deep workflow integration; building an in-house substitute would miss key functionality.
FDS
FactSet Research Systems Inc.
Long
1ST
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17:35
Aug 12
Aug 12
r/ValueInvesting
Author says he already owns FDS because it has similar metrics to ROP and a better AI.
Author says he already owns FDS because it has similar metrics to ROP and a better AI monetization path. FDS is implicitly the author’s preferred alternative among data/information compounders. FactSet is a reasonable quality-FCF long, but the post provides limited direct detail. AI monetization story is unproven; valuation and FCF metrics are not fully laid out.
FDS
FactSet Research Systems Inc.
Long
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13:00
Jul 24
Jul 24
The Compound News
FactSet turnaround irreplaceable data AI enabler.
FactSet is a deeply undervalued turnaround story. The stock dropped from $500 to $200, and Baron Capital has been buying aggressively. The new CEO, a top former JPMorgan executive nearly succeeding Jamie Dimon, is embedding FactSet's services into clients' workflows with proprietary data that cannot be replaced by AI. The company uses low-priced commodity services to gain entry and then sells high-value, irreplaceable solutions. Management is buying back stock heavily, and the narrative that AI will destroy the company is wrong—FactSet is an AI enabler.
FDS
FactSet Research Systems Inc.
Long
1ST
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About FDS Investor Commentary
Across the available history and selected sources, Buzzberg tracks FDS (FactSet Research Systems Inc.) across 19 sources: 16 bullish vs 1 bearish calls from 24 authors. Historical directional balance: 41% = 100 × (bullish − bearish) / all deduplicated idea records, including other directions. This is neither a probability of a price rise nor the share of bullish authors. 37 total trade ideas tracked. Latest voices: David Busch, u/JoeInOR, Ron Baron.