MSCI Inc. (MSCI) saw its stock fall 11% last year but presents a potential 45% upside due to the extension of its ETF licensing agreement with BlackRock through 2035 and significant AI-driven efficiency gains. The company’s robust Q4 2025 revenue growth of 11%, driven by a 23% increase in equity index exposure, along with strong operating margins and scalable subscription economics, support a projected $744 target price by December 2028. This forecast is based on sustained revenue growth, improved operating margins, and a modest exit multiple, suggesting a 14% annualized return.
This page may contain third-party content, which is provided for information purposes only (not representations/warranties) and should not be considered as an endorsement of its views by Gate, nor as financial or professional advice. See Disclaimer for details.
MSCI Stock Fell 11% Last Year. Here’s Why the Pullback Could Signal 45% Upside
MSCI Inc. (MSCI) saw its stock fall 11% last year but presents a potential 45% upside due to the extension of its ETF licensing agreement with BlackRock through 2035 and significant AI-driven efficiency gains. The company’s robust Q4 2025 revenue growth of 11%, driven by a 23% increase in equity index exposure, along with strong operating margins and scalable subscription economics, support a projected $744 target price by December 2028. This forecast is based on sustained revenue growth, improved operating margins, and a modest exit multiple, suggesting a 14% annualized return.