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72 $SPX companies have issued positive EPS guidance for Q3 2026, led by the Information Technology sector at 44. #earnings, #earningsinsight, bit.ly/4hpFRA1
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Analysts have increased Q3 EPS estimates for $SPX companies by 1.3% in aggregate since June 30. #earnings, #earningsinsight, bit.ly/4hpFRA1
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The best research points to a point of view, not just a pile of data.
Fundamentals, estimates, sector data, and real-time pricing give analysts the groundwork. What separates a strong pitch is turning that groundwork into a model, and the model into a deck, without losing a week to manual rebuilding along the way.
See how @FactSet connects research to final pitch: bit.ly/4h28Z08
ALT A screenshot of a webpage displaying financial information about Anthropic PBC. It includes a summary section with funding amounts and valuation details. A timeline of transactions from 2015 to 2019 is shown, listing investments, acquisitions, and specific financial milestones. The page has sections labeled Summary, Feed, Markets, and News.
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The $SPX Communication Services and Information Technology sectors are tied for the highest percentage of Buy ratings of all 11 sectors at 70%. #earnings, #earningsinsight, bit.ly/4hpFRA1
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Nearly 60% of all ratings on S&P 500 stocks are buy ratings, which is the highest percentage in more than 15 years.
Read the full article by John Butters: bit.ly/4xKcdeW
ALT Line graph showing S&P 500 Ratings Percentage from 2010 to 2026, based on FactSet data. The green line represents Buy ratings, the yellow line represents Hold ratings, and the red line represents Sell ratings. Buy ratings fluctuate between 45% and 60%, Hold ratings between 35% and 50%, and Sell ratings remain below 10%.
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Capability is getting cheap. Trust isn't.
Most firms weighing build versus buy find the technical comparison closer than expected. What ultimately decides it is which partner they trust to stand behind the data. That trust accumulates over years, not quarters.
Our clients have relied on our data for years. That history is why extending @FactSet into a new part of their business reads as a natural step rather than a new risk.
More from Kathy Greenspan and guest host Dan Nathan on trust as the deciding factor. Watch on YouTube: piped.video/FIIg2T2hAAI
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Wall Street analysts haven't been this bullish in 16 years. History says that's not always a good sign.
Dan & @GuyAdami are breaking down the latest Earnings Insight on MRKT Call
WATCH: piped.video/live/Lp5grYpdyZY
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🥽 Street Takeaways - $META Meta Platforms Meta Connect 2026 ($763.22 +$19.12)
Overview:
• Shares 2.5% today following day one of Connect 2026 held yesterday with the keynote address from Mark Zuckerberg made AMC. Announcements included new features and connectors for Muse, a new lineup of AI glasses including audio glasses with AI, and introduction of Meta VR glasses. Additionally, Muse Charm was introduced as a handheld device designed to interact with Muse with shipping targeted to begin by the holidays.
• Muse is expected to be added to AI glasses in the coming months. Meta VR glasses to be available in Spring 2027.
• Analysts were generally positive on the presentation as Muse sees significant indications of early adoption among consumers while signs of tangible returns on CapEx are also noted. Capacity to eventually monetize Muse via small transaction fees seen as a potential significant new revenue source. Commentary around security cited positively as some feel this could be an app that consumers take the step of attaching their lives to. Announcement of additional large partners believed to indicate positive trends among supply side persist with some feeling connectors and APIs are initial steps toward bringing businesses onboard.
#META #METAAI #AI #AIGlasses #MetaVR #MetaConnect #Muse #Tech #TechStocks #CapEx
Gain immediate access to unparalleled insights with #StreetAccount: bit.ly/3xqrpo7
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🥽 Street Takeaways - $META Meta Platforms Meta Connect 2026 ($763.22 +$19.12)
Overview:
• Shares 2.5% today following day one of Connect 2026 held yesterday with the keynote address from Mark Zuckerberg made AMC. Announcements included new features and connectors for Muse, a new lineup of AI glasses including audio glasses with AI, and introduction of Meta VR glasses. Additionally, Muse Charm was introduced as a handheld device designed to interact with Muse with shipping targeted to begin by the holidays.
• Muse is expected to be added to AI glasses in the coming months. Meta VR glasses to be available in Spring 2027.
• Analysts were generally positive on the presentation as Muse sees significant indications of early adoption among consumers while signs of tangible returns on CapEx are also noted. Capacity to eventually monetize Muse via small transaction fees seen as a potential significant new revenue source. Commentary around security cited positively as some feel this could be an app that consumers take the step of attaching their lives to. Announcement of additional large partners believed to indicate positive trends among supply side persist with some feeling connectors and APIs are initial steps toward bringing businesses onboard.
#META #METAAI #AI #AIGlasses #MetaVR #MetaConnect #Muse #Tech #TechStocks #CapEx
Gain immediate access to unparalleled insights with #StreetAccount: bit.ly/3xqrpo7
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#StreetAccount Financial Market Preview - Thursday 24-Sep bit.ly/369hi69
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Meeting prep used to take hours. Now it takes minutes.
With @FactSet AI for Wealth, advisors get personalized talking points, client-ready summaries, and actionable recommendations—all from a single conversation with their data.
The future of wealth is personal.
See it in action: bit.ly/4AAeNHk
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#StreetAccount Evening Market Recap - Wednesday, 23-Sep bit.ly/369hi69
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#StreetAccount Financial Market Preview - Wednesday 23-Sep bit.ly/369hi69
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One insurance company’s issue surfaced questions on who’s watching industry disclosure. It centers on investments held by insurance entities controlled by Guggenheim Partners co-founder and CEO Mark Walter that appear misclassified. Now attention is on the entire industry.
Read the full article: bit.ly/4hfMN2E
ALT Cover of a publication titled "Disclosure Issue Leads to Unwind and Attracts Additional Attention" by Stewart Johnson. It features sections labeled "FactSet Insight" and "Companies + Markets," with a simple design on a dark background.
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#StreetAccount Financial Market Preview - Tuesday 22-Sep bit.ly/369hi69
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A banking desk shouldn't need five different logins to get one deal done.
Coverage, investment, and corporate banking teams are stitching together separate tools for research, pitchbook creation, and client tracking. It works, but it slows everything down and leaves gaps between teams.
@FactSet built one connected suite instead: research, pitchbook creation, client coverage, and capital structure analysis, spanning the full deal lifecycle.
Users are already saving more than 5.6 hours a week.
See how it works: bit.ly/4ja6Ge8
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