Unlocking Q3 Potential of FactSet (FDS): Exploring Wall Street Estimates for Key Metrics

Core Insights - Analysts' forecasts for FactSet Research (FDS) indicate a positive outlook for revenues and earnings, with expected increases across various metrics compared to the previous year [2][3][6]. Revenue Estimates - 'Revenues from clients- US' are projected to be $356.23 million, reflecting a year-over-year increase of +5.5% [2]. - 'Revenues from clients- EMEA' are expected to reach $143.74 million, indicating a +4.2% change from the prior-year quarter [2]. - 'Revenues from clients- Asia Pacific' are forecasted at $57.57 million, suggesting a +6.4% year-over-year increase [2]. - Total revenues are anticipated to amount to $554.14 million, showing a +4.6% increase compared to the same quarter last year [3]. Earnings Estimates - Quarterly earnings per share (EPS) are expected to be $3.91, marking a year-over-year increase of +3.2% [3]. - There has been a slight downward revision of 0.4% in the consensus EPS estimate over the last 30 days, indicating analysts' reassessment of their forecasts [4]. Subscription and Client Metrics - The 'Total Annual Subscription Value' is estimated to be $2.24 billion, up from $2.12 billion in the same quarter last year [6]. - The consensus estimate for 'Total Clients' stands at 8,191, compared to 7,770 in the same quarter last year [6]. - 'ASV from buy-side clients' is projected to be 82.0%, slightly down from 82.1% in the previous year [7]. - 'ASV - International' is expected to reach $792.09 million, up from $751.10 million in the same quarter last year [7]. - 'ASV - Domestic' is estimated at $1.44 billion, compared to $1.34 billion in the same quarter last year [9]. User Metrics - Analysts predict that 'Total Users' will reach 207,091, an increase from 187,845 in the previous year [8]. Market Performance - FactSet shares have decreased by -10.5% over the past month, contrasting with the Zacks S&P 500 composite's +3.7% performance [8].