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FactSet Research Systems Inc. (NYSE:FDS) is included among the 13 Cheapest Dividend Aristocrats to Invest in. FactSet (FDS) Target Lowered by Wells Fargo Amid AI Concerns in Info Services Photo by Vitaly Taranov on Unsplash On February 4, Wells Fargo  cut its price target on FactSet Research Systems Inc. (NYSE:FDS) to $215 from $265 and maintained an Underweight rating. The move came after broader weakness in the information services space. Stocks in the group sold off following Q4 results from Gartner ...

来源：滚动播报 穆迪股价下跌9%，MSCI跌4%，FactSet跌4.8%。 ...

Core Insights - FactSet has announced a partnership with Kepler Cheuvreux to integrate its Aftermarket Research (AMR) into the FactSet platform, enhancing the delivery of premium sell-side research across EMEA [1][2] Group 1: Partnership Details - The collaboration aims to deepen European equity coverage through the largest independent research footprint in Europe, reinforcing FactSet's position as a leading research platform [2] - Kepler Cheuvreux's AMR will be enhanced by FactSet's AI capabilities, allowing users to interrogate, summarize, compare, and contextualize research in new ways tailored to actionable workflows [2][3] Group 2: Research Coverage - Kepler Cheuvreux covers over 1,000 stocks across 34 sectors, supported by a team of over 110 equity analysts operating from 12 major European financial centers and Dubai [2] - FactSet's existing AMR offering includes reports from more than 1,800 top brokers globally, such as J.P. Morgan, Barclays, and Deutsche Bank, complementing the new partnership [4] Group 3: Company Background - FactSet has over 47 years of expertise, operates in 19 countries, and serves more than 9,000 global clients with over 239,000 individual users [5] - Kepler Cheuvreux is recognized as the 1st independent European equity broker and has a strong presence in 14 major financial centers [6][7]

Core Insights - Pelican Bay Capital Management (PBCM) reported a strong performance for its Concentrated Value Strategy, achieving an 8.5% return in Q4 2025, significantly outperforming the Russell 1000 Value Index, which returned 3.8% [1] - For the full year, PBCM's strategy yielded a 20.6% return compared to 15.9% for the Index, driven by AI-related stocks and commodities exposure [1] Company Overview - FactSet Research Systems Inc. (NYSE:FDS) was highlighted as a new addition to PBCM's portfolio, despite experiencing a one-month return of -30.18% and a 52-week loss of 55% [2] - As of February 6, 2026, FactSet's stock closed at $207.32 per share, with a market capitalization of $7.758 billion [2] Financial Performance - FactSet achieved $2.3 billion in revenue for fiscal year 2025, marking over 45 years of consecutive top-line growth [3] - The company maintains a high retention rate exceeding 95% and delivers high-teens returns on invested capital (ROIC) [3] - In the first quarter of fiscal 2026, FactSet generated $608 million in revenue, reflecting a year-over-year growth of 6.9% [4] Investment Considerations - While FactSet is recognized for its potential, PBCM suggests that certain AI stocks may offer greater upside potential with less downside risk [4]

Core Viewpoint - The article discusses the recent sell-off in global software stocks, termed "SaaSpocalypse," triggered by the launch of Anthropic's Claude Cowork, which poses a significant challenge to traditional SaaS business models by offering high-level results at lower costs [5][10]. Group 1: Market Reaction - On February 4, major software companies experienced significant stock declines, with Thomson Reuters dropping 15.8%, LegalZoom nearly 20%, and Salesforce and Workday also seeing notable decreases [5]. - The S&P 500 Software and Services Index fell nearly 13% over five trading days, marking a 26% drop from its October peak [5]. - The sell-off is compared to a previous market panic caused by DeepSeek, highlighting the similarities in market reactions to disruptive AI technologies [7][10]. Group 2: Comparison of Two Market Panics - The panic caused by Cowork is expected to be more prolonged than that of DeepSeek, as Cowork represents a novel AI application, while DeepSeek was a cheaper alternative to existing models [10]. - The market's response to both events shows a pattern of overreaction, with analysts suggesting that the fears may be exaggerated [9][10]. - Cowork's impact has spread beyond the U.S. to global markets, affecting stocks in London, Tokyo, and India, indicating a broader concern within the tech industry [11]. Group 3: SaaS Pricing Models and Challenges - Traditional SaaS pricing models are under pressure, with many companies shifting from fixed pricing to usage-based models due to increased efficiency and cost-cutting measures [14][15]. - The average SaaS company in the PricingSaaS 500 index has experienced 3.6 pricing changes per year, with a significant increase in companies adopting usage-based pricing [15]. - Companies like Salesforce have struggled with pricing strategies, leading to a transition from fixed pricing to more flexible models to accommodate rising operational costs [15][17]. Group 4: Emergence of AI-Native Startups - AI-native startups are gaining traction, with their revenue growth rates significantly outpacing traditional SaaS companies, highlighting a shift in enterprise spending towards these new players [18]. - For instance, companies like Harvey and Glean have achieved valuations of $5 billion and $7.25 billion, respectively, indicating strong investor interest in AI-driven solutions [18]. - The article notes that AI-native companies are expected to capture over half of enterprise AI spending, reflecting a fundamental change in the software landscape [18]. Group 5: Vibe Coding and Its Implications - The rise of Vibe Coding could lead enterprises to create their own tools rather than relying on third-party SaaS products, potentially disrupting traditional software markets [20][21]. - If Vibe Coding matures, it may enable employees to develop solutions quickly, reducing reliance on complex software development processes [21]. - The article suggests that traditional software companies may face a "three-step path to extinction" if they fail to adapt to these emerging trends [22].

（文章来源：第一财经） Anthropic法律服务工具引发的软件股大跌尚未平息，该公司周四又发布了其最强人工智能(AI)模型的新 版本，主要用于执行金融研究。该公司称，这款名为Claude Opus 4.6的版本能够检视企业数据、监管备 案文件和市场信息，并生成详细的金融分析报告，通常这类工作通常需要人工耗时数天才能完成。此 外，Opus 4.6还将提升一系列其他办公功能，包括制作电子表格和演示文稿，以及软件开发。该消息发 布后，金融服务公司股价应声下跌，FactSet Research Systems Inc.跌幅一度高达10%，标普全球、穆迪 和纳斯达克股价也均大幅走低。 ...

Core Insights - FactSet has launched AI Doc Ingest for Cobalt, an AI-powered solution aimed at improving portfolio company data collection for private capital managers, eliminating the need for client-side model training [1][2] Group 1: Product Features and Benefits - The AI Doc Ingest solution automates data extraction and ingestion, allowing clients to upload raw source files and extract structured data efficiently, regardless of file format [2][4] - Early beta users, including multinational private equity firms and venture capital managers, have reported significant improvements in efficiency, reducing multi-day document processes to just minutes [5][6] - The solution enhances data accuracy and transparency by minimizing human error and providing audit trails for all extracted data, ensuring seamless validation [6] Group 2: Market Position and Future Plans - FactSet's AI Doc Ingest distinguishes itself from competitors by not requiring model training and adapting to evolving document formats, thus reducing onboarding time and hidden costs [2][4] - The beta version is currently available to select clients in North America, with a general release planned for March 2026 and a rollout in Europe expected in late spring 2026 [7]

Core Insights - The financial sector has identified oversold stocks, presenting potential buying opportunities for undervalued companies [1] Group 1: Oversold Stocks - The Relative Strength Index (RSI) is a momentum indicator that helps assess stock performance, with an RSI below 30 indicating an oversold condition [1] - A list of major oversold stocks in the financial sector includes companies with an RSI near or below 30 [2] Group 2: FactSet Research Systems Inc - FactSet Research Systems Inc (NYSE:FDS) has an RSI value of 29.4, indicating it is oversold [4] - The stock price of FactSet Research fell approximately 11% over the past five days, reaching a 52-week low of $249.68 [4] - Wells Fargo analyst Jason Haas maintained an Underweight rating for FactSet and raised the price target from $260 to $265, with shares closing at $254.36 after a 0.6% increase [4]

Market Performance - The broad U.S. market started the year positively, with the SPDR® S&P 500® ETF (SPY) posting a gain despite some elevated volatility in the final week of January [1]