| MSCI |
Report |
Q2 2026 operating revenue |
BEAT |
pred ~$878M vs. cons $865M |
MEDIUM |
| MSCI |
Report |
Q2 2026 adjusted EPS |
BEAT |
pred ~$5.10 vs. cons $4.91 |
MEDIUM |
| MSCI |
Report |
Q2 2026 organic recurring subscription run-rate growth |
IN-LINE |
pred ~8.0% vs. cons 8.0% |
MEDIUM |
| MSCI |
Guide |
Full-year 2026 free cash flow guidance midpoint |
LOWER |
guide ~$1.50B vs. cons $1.51B (FY2026) |
MEDIUM |
| MSCI |
Guide |
Full-year 2026 adjusted EBITDA expense guidance midpoint |
UNCHANGED |
guide ~$1.32B vs. cons $1.32B (FY2026) |
MEDIUM |
| MSCI |
Return |
Day-1 residual (stock − beta × S&P 500) |
+2.8% |
— |
MEDIUM |
| MSCI |
Return |
5-day cumulative residual |
+3.6% (FOLLOW-THROUGH) |
Predicted +3.6% five-day residual vs. +2.8% day-1 residual: strong asset-based-fee revenue and elevated quarter-end linked AUM should lift Q3 and FY2026 estimates after the initial beat, while in-line subscription growth and unchanged expense guidance limit the magnitude. |
MEDIUM |