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MSCI poised for growth with 14.1% revenue rise and 25% upside potential by mid-2027

Market News
06 Jun 2026
Seeking Alpha
View Source
Bullish
pluang ai news

MSCI Inc. reported a 14.1% year-over-year revenue increase in Q1 2026, supported by strong recurring revenues and high client retention of 95.4%. The company benefits from accelerating ETF assets under management growth and operates with robust leverage, making its business model scalable and high-quality. Trading at a forward P/E of 28.1, MSCI shares are undervalued by about 17%, offering investors a potential 25% gain by June 2027 if growth targets are met. However, risks include reliance on major clients like BlackRock, which contributed 10.8% of 2025 revenue, and possible revenue impacts from market downturns affecting AUM-linked fees.

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