MSCI Inc. (MSCI) earnings on July 21, 2026

Before the market opens Q2 2026

More MSCI Inc. earnings

Prior outlook: Optimistic Outcome: Missed

MSCI's stock dropped sharply after its quarterly report, falling over 10% by the close.

MSCI price around the earnings

561.74

Change: -10.1%

2026-07-21, 20:00 UTC

Start of the measured window End of the measured window
547.00 579.33 611.65 643.98 625.11
Price series around the eventClosing price per minute from before the event to the end of the measured window.
July 21, 2026
  • Price: green if it ends above the starting price; red if it ends below
  • Start of the measured window
  • End of the measured window
  • Market open
  • Starting price
Price series around the event

Prior thesis

Prior outlook: Optimistic Outcome: Missed

Thesis published
Results released

Consistent earnings beats and strong analyst support, but a significant run-up suggests high expectations into earnings.

Context analyzed before publication

Trend
Significant run-up into earnings, peaking recently, suggesting high expectations and some after a strong recent rise conditions.

Analysts

Evidence

Analyst consensus
Strong buy
Consensus average (1-5)
1.5
Analysts covering the stock
17
Average price target
704.59
Lowest price target
570
Highest price target
760
Upside to price target
12.7%
Quarterly earnings growth
40.7%
Revenue growth
14.1%
Forward EPS
22.98
Trailing EPS
17.44
Analyst moves in the last 60 days
6
  • Strong buy: 4
  • Buy: 12
  • Hold: 1
  • Sell: 0
  • Strong sell: 1
Strong buy
4
Buy
12
Hold
1
Sell
0
Strong sell
1
  • July 20, 2026 · JP Morgan: Maintains rating (Overweight → Overweight)
  • July 17, 2026 · Jefferies: Initiates coverage (Buy)
  • July 10, 2026 · Barclays: Maintains rating (Overweight → Overweight)
  • July 10, 2026 · B of A Securities: Maintains rating (Buy → Buy)
  • July 8, 2026 · Raymond James: Maintains rating (Strong Buy → Strong Buy)
  • May 27, 2026 · Wells Fargo: Upgrades rating (Equal-Weight → Overweight)

News and sentiment

Evidence

Sentiment
Sentiment
Neutral
Mention volume
Low
Normalized volume
33%
News
Sources (6)

Technicals

Evidence

Average true range (ATR)
2.6%
Distance to 52-week high
-2.9%
14-day change (14d)
+12.1%
30-day change (30d)
+0.9%
30-day relative strength
+0.9%
Benchmark change (0d)
+0.0%
Nearest support
618.36
Nearest resistance
626.44
Volume accumulation ratio (14d / 46d)
0.87

Trends

Evidence

Average earnings surprise
+1.6%
  • April 21, 2026: actual EPS 4.55 vs estimate 4.46 (surprise +2.1%)
  • January 28, 2026: actual EPS 4.66 vs estimate 4.59 (surprise +1.6%)
  • October 28, 2025: actual EPS 4.47 vs estimate 4.37 (surprise +2.3%)
  • July 22, 2025: actual EPS 4.17 vs estimate 4.15 (surprise +0.6%)

Expected move

There is no implied-move data available for this event.

Reactions over its last 20 earnings

Median move
5.6%
75th percentile move
8.9%
90th percentile move
9.8%
Up / down moves
12 / 8
Average up move
+5.3%
Average down move
-6.7%

Monitoring and close

What MSCI Inc. reported

Status
Finished
Actual EPS4.94
EPS estimate4.93
EPS surprise+0.2%
Revenue$867 million
Revenue estimate$866 million
Revenue surprise+0.1%

MSCI Q2 results showed stronger revenue growth and business segments. Guidance lifted free cash flow, but shares continued falling after the earnings report.

Sources (16)

Pre-market second reading after the results

Heading into the open, the figures overturn the prior optimistic scenario. In the 418 past cases with a similar move, the close held that direction 94% of the time.

How the stock reacted

Outcome
Missed
Consolidated
-10.1%
Max favorable move (MFE)
0%
Max adverse move (MAE)
12.5%