Transforming Investment Insights: The Impact of FactSet’s AI and Cloud Partnerships

• In early December 2025, FactSet revealed that its market intelligence is now available through Amazon Quick Research and confirmed a new partnership with Arcesium to offer a unified, cloud-native investment management platform spanning front, middle, and back office workflows.

• Together, these moves highlight FactSet’s push deeper into AI-enabled, cloud-based solutions that aim to simplify increasingly complex, multi-asset investment operations for institutional clients.

• Next, we’ll examine how the Arcesium partnership could reshape FactSet’s investment narrative around AI integration, margins, and long-term growth.

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To own FactSet, you need to believe that its data and workflow tools will remain essential as investing becomes more complex across public, private, and alternative assets. Near term, the key catalyst is whether new AI and cloud products can offset concerns about margin pressure and slower client budgets; the recent Quick Research and Arcesium announcements support that story but do not, on their own, remove the risk of rising technology costs and cautious spending at asset managers and banks.

The Arcesium partnership looks most relevant here because it expands FactSet’s role from data and analytics into a more complete, cloud-native operating platform across front, middle, and back offices. That ties directly into the catalyst of selling higher value enterprise solutions and data feeds, but also raises execution risk around integrating complex workflows, scaling AI-powered tools, and proving that this broader offering can support margins while clients remain focused on cost control.

Yet while these AI and cloud moves are encouraging, investors still need to be aware of how rising technology expenses could…

Read the full narrative on FactSet Research Systems (it’s free!)

FactSet Research Systems’ narrative projects $2.7 billion revenue and $730.7 million earnings by 2028. This requires 5.7% yearly revenue growth and about a $200 million earnings increase from $532.9 million today.

Uncover how FactSet Research Systems’ forecasts yield a $335.94 fair value, a 16% upside to its current price.

Four Simply Wall St Community members currently see FactSet’s fair value between US$276.99 and US$335.94, underscoring how far opinions can spread. You should weigh those views against the risk that sharply higher cloud and software costs continue to pressure margins and influence how the business is able to convert new AI offerings into sustainable profit growth.

Explore 4 other fair value estimates on FactSet Research Systems – why the stock might be worth just $276.99!

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

Companies discussed in this article include FDS.

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