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    Shlomo Rosenbaum

    Managing Director at Stifel Financial Corp.

    Shlomo Rosenbaum is a Managing Director at Stifel Financial Corp., specializing in Business and Information Services research within the business services sector. He covers a wide range of publicly traded companies such as Equifax, S&P Global, First Advantage Corp, NIQ Global Intelligence, and Factset Research Systems, and is recognized for a track record of accurate equity recommendations with a documented success rate of approximately 68% on his coverage and a Financial Times/StarMine Award for stock picking. Rosenbaum began his financial career as a Commercial Banking Officer at Allfirst Bank, gained analytical experience at Josephthal & Co. and Legg Mason Capital Markets, and has been with Stifel since 2005. He holds an M.S. in Finance from the University of Baltimore, is a graduate of Talmudic College of Florida, and maintains appropriate securities industry credentials.

    Shlomo Rosenbaum's questions to FACTSET RESEARCH SYSTEMS (FDS) leadership

    Shlomo Rosenbaum's questions to FACTSET RESEARCH SYSTEMS (FDS) leadership • Q1 2025

    Question

    Shlomo Rosenbaum of Stifel Financial Corp. followed up on the pickup in client activity in the last six weeks, asking if it was attributable more to FactSet's specific product efforts or to broader market optimism, potentially linked to the conclusion of presidential elections.

    Answer

    CEO Frederick Snow noted that bankers are excited about a post-election environment potentially favorable for M&A. Chief Revenue Officer Goran Skoko attributed the pickup to a combination of factors: increased client-facing activities initiated by FactSet and a tangible improvement in market sentiment and sales force optimism compared to three months prior.

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