It’s No Longer Doom and Gloom for These 3 ‘AI Doom’ Stocks

Three formerly labeled “AI Doom” companies — Fair Isaac (FICO), Gartner (IT) and FactSet (FDS) — have seen recent rallies after solid earnings, guidance changes and evidence of AI integration, signaling a shift in investor sentiment away from pure ‘AI disruption’ fears. FICO jumped on a strong Q2 beat and raised full-year guidance; Gartner has rebounded despite weaker revenue and a modest guidance cut after better cash-flow and EPS outlooks; FactSet beat estimates, nudged up revenue and EPS guidance and highlighted early AI contributions. The moves have trimmed prior year losses and suggest selective recovery among legacy data and advisory software names as markets reprice prospects amid AI adoption.