Buy FDS by Sep 29, 2026.

I posted a FactSet (FDS) thesis [here](https://www.reddit.com/r/ValueInvesting/comments/1r12asf/factset_a_steady_compounder_trading_at_a_deep/) a few months back. It’s a steady compounder, beaten down by AI fears, with \~95% client retention. I argued the market was overreacting. They reported Q3 this morning, so here’s how my thesis is holding up. **The Good** **Growth re-accelerated:** GAAP revenue +6.4% YoY. Organic ASV growth hit 7.1%, and it’s the fourth straight quarter of acceleration (it bottomed at around 4% in early FY25). The “slowing growth” bear case is getting harder …