Analyst Ratings February 17, 2026

BofA Restarts Coverage of MSCI, Issues Buy Rating and $700 Target

Analyst cites index adoption, international fee base and rising demand for bespoke solutions as drivers of earnings expansion

By Jordan Park MSCI
BofA Restarts Coverage of MSCI, Issues Buy Rating and $700 Target
MSCI

BofA Securities has resumed coverage of MSCI Inc. with a buy rating and established a $700 price objective, reflecting confidence in the company's index and data franchise. The firm points to international fee exposure, steady revenue growth, expanding demand for customized and AI-enabled products, and elevated switching costs for asset managers as factors supporting future earnings.

Key Points

  • BofA Securities reinstated coverage on MSCI with a buy rating and a $700 price target, well above the stock’s recent price of $529.75.
  • MSCI’s fee base is largely international, with 76% of fees from outside the U.S.; the company reported 9.75% revenue growth over the past 12 months and a 13% revenue CAGR over five years.
  • BofA expects MSCI to benefit from broader equity market performance, demand for customized portfolios and a growing set of AI-enabled solutions; high switching costs for asset managers act as a defensive factor.

BofA Securities has reinstated coverage of MSCI Inc. (NYSE:MSCI), assigning a buy rating and setting a price target of $700, the firm said Monday. That valuation sits well above MSCI’s most recently reported trading price of $529.75 and follows the stock trading at a price-to-earnings multiple of 33.5.

MSCI operates a global business that supplies market indices, analytics and data to institutional investors and other financial market participants. The company’s revenue mix is highly international: 76% of total fees are generated outside the United States, a geographic focus BofA identifies as a central component of MSCI’s growth profile. Over the last 12 months, MSCI’s top line rose 9.75%, and the company has achieved a 13% compound annual growth rate in revenue over the past five years.

BofA highlighted several factors that it believes position MSCI to deliver strong earnings growth. The bank pointed to an anticipated broadening in equity market performance and rising demand for customized portfolios. In addition, BofA expects MSCI to benefit from an expanding suite of AI-enabled customization tools that serve asset managers’ increasing appetite for tailored solutions.

Profitability metrics cited in the coverage note underscore the company’s current earnings base. InvestingPro data referenced by BofA shows MSCI generated diluted earnings per share of $15.69 over the last 12 months. Looking forward, analysts’ consensus forecasts place EPS at $19.61 for fiscal year 2026.

MSCI is widely recognized as one of the standard setters in indices and benchmarks, operating alongside other large providers in the sector. BofA emphasized that asset managers face very high switching costs when considering a move between index providers. The bank characterized those switching costs as a protective barrier that helps insulate MSCI from potential AI-driven disruption within the index and benchmark market.

The reinstated coverage follows a recent quarterly report in which MSCI posted fourth-quarter 2025 results that exceeded expectations. The company reported EPS of $4.66, ahead of a $4.58 consensus estimate, and revenue of $822.5 million, narrowly surpassing a projection of $820.45 million. Those results were highlighted by BofA as evidence of the firm's financial resilience and were framed as an important data point for investors monitoring MSCI’s earnings trajectory.

Investors and market participants frequently scrutinize such quarterly earnings and top-line figures for signals about underlying demand for index products, analytics and data services. BofA’s reinstatement and bullish target reiterate the firm’s view that MSCI’s combination of international fee exposure, product customization and entrenched market position support a favorable earnings outlook, even as the stock trades at a relatively elevated valuation multiple.

Risks

  • Valuation risk: MSCI is trading at a P/E of 33.5, which reflects elevated investor expectations and could heighten downside if growth slows - this primarily impacts equity investors and financial services valuations.
  • Earnings sensitivity to market breadth: BofA’s thesis depends in part on broader equity market performance driving earnings growth; a less favorable market environment could impede revenue and EPS expansion, affecting asset managers and index providers.
  • Potential technology disruption: While BofA cites high switching costs as a barrier, the note acknowledges the presence of AI-enabled solutions in the competitive landscape, implying ongoing technological evolution that could create uncertainty for index and benchmark providers.

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