MSCI Inc. (MSCI) Stock Analysis
Recovery setup
Financial Services · Financial Data & Stock Exchanges
Hold if already holding. Not a fresh buy at $587.24, but acceptable to hold if already in. Reasons: Thin upside margin: 5.1%; Expensive valuation.
MSCI provides research-based indexes, portfolio analytics, ESG/climate solutions, and private asset data to approximately 6,800 institutional investment clients in 100+ countries. Revenue is primarily recurring fees tied to assets under management in indexed products,... Read more
Hold if already holding. Not a fresh buy at $587.24, but acceptable to hold if already in. Reasons: Thin upside margin: 5.1%; Expensive valuation. Chart setup: Death cross but MACD improving, RSI 70. Maintain position. Not compelling to add more. Score 6.3/10, moderate confidence.
Passes 7/9 gates (positive momentum, clean insider activity, positive momentum, no SEC red flags, news events none recent, earnings proximity 81d clear, semi cycle peak clear). Fails on favorable risk/reward ratio. Suitability: moderate.
Thesis
Key Metrics
Quality Signals
Options Flow
Concentration Risks(10-K Item 1A)
- LOWCustomerBlackRock11%10-K Item 1A: 'our largest client organization by revenue, BlackRock, accounted for 10.8% of our consolidated operating revenues'
Material Events(8-K, last 90d)
- 2026-03-31Item 5.02MEDIUMC. Jack Read (Global Controller and Chief Accounting Officer) notified MSCI on March 27, 2026 of his intention to resign effective August 9, 2026 to pursue another opportunity. No successor named; search initiated. No disagreement with company cited.SEC filing →
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results. Full disclaimer
Rating Breakdown
1 floor-breaker
Priced at a premium — multiples above sector norms. Needs delivery on growth + margins to justify.static
Price Targets
Position Sizing
Risk Alerts
Earnings
Verdict History
Frequently Asked Questions
Hold if already holding. Not a fresh buy at $587.24, but acceptable to hold if already in. Reasons: Thin upside margin: 5.1%; Expensive valuation. Chart setup: Death cross but MACD improving, RSI 70. Maintain position. Not compelling to add more. Target $616.89 (+5.0%), stop $554.97 (−5.8%), A.R:R 0.5:1. Score 6.3/10, moderate confidence.
Take-profit target: $616.89 (+5.1% upside). Target $616.89 (+5.0%), stop $554.97 (−5.8%), A.R:R 0.5:1. Stop-loss: $554.97.
Thin upside margin: 5.1%; Expensive valuation.
MSCI Inc. trades at a P/E of 34.1 (forward 26.6). TrendMatrix value score: 3.7/10. Verdict: Hold.
25 analysts cover MSCI with a consensus score of 4.0/5. Average price target: $685.
What does MSCI Inc. do?MSCI provides research-based indexes, portfolio analytics, ESG/climate solutions, and private asset data to...
MSCI provides research-based indexes, portfolio analytics, ESG/climate solutions, and private asset data to approximately 6,800 institutional investment clients in 100+ countries. Revenue is primarily recurring fees tied to assets under management in indexed products, subscriptions, and transaction-based fees. BlackRock, the largest client, accounted for 10.8% of 2025 operating revenues.