Goldman Sachs lowered the firm’s price target on FactSet (FDS) to $253 from $282 and keeps a Sell rating on the shares. FactSet posted mixed Q1 results, beating revenue and EPS expectations but reaffirming a muted FY26 outlook with slowing organic growth and roughly 150 bps of operating margin contraction due to ongoing technology and sales investments, the analyst tells investors in a research note. With limited pricing power, competitive and AI-related risks, and no medium-term financial targets provided, visibility into a return to simultaneous growth and margin expansion remains constrained, Goldman says.
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