Down 30% in 2026, Should You Buy the AI Dip in FactSet Stock?

Artificial intelligence (AI) is advancing at breakneck speed, and its rapid evolution is starting to shake the foundations of several legacy business models across software, cybersecurity, and the broader tech landscape. In recent weeks, global cybersecurity and software stocks have pulled back sharply as investors worry that AI-driven disruption could erode traditional revenue streams. FactSet Research Systems (FDS), the well-known financial data provider, has also felt the heat. 

While the company remains profitable, it has been facing real challenges over the past year. Competition from AI-powered subscription alternatives is intensifying, and many of its core asset management clients are tightening budgets. As concerns mounted that AI could make financial data cheaper and easier to access elsewhere, FactSet’s shares slid to multi-year lows in early 2026. Investors worried the company might have to spend heavily on new technology to remain competitive.