9 Stocks Big Short’s Michael Burry Is Betting On

7. MSCI Inc.(NYSE:MSCI)

Number of Hedge Fund Holders: 62

Michael Burry has been accumulating MSCI Inc. (NYSE:MSCI) stock this year, primarily due to the attractive valuation. He sees the stock as a quality compounder with strong cash flows. This was reflected in the recent earnings on April 21 as well. On the earnings call, management called Q1 2026 a strong start to the year, with business growing rapidly thanks to higher investments in equity ETFs and more index subscriptions. The company maintained its full-year cash flow goals and believes revenue growth of 5% in Analytics for Q2.

Chairman, CEO & President Henry Fernandez quoted,

Our key financial metrics included organic revenue growth of over 13%, adjusted EPS growth of nearly 14%, and adjusted EBITDA growth of almost 19%. Between January 1 and yesterday, we repurchased more than $464 million of MSCI shares at an average price of about $556 per share.

One day after the earnings call, MSCI Inc. (NYSE:MSCI) received multiple upward price target revisions, proving Burry’s thesis to be correct. JPMorgan bumped up the target price from $670 to $700, Morgan Stanley from $719 to $727, and Deutsche Bank from $694 to $729. The stock continues to be volatile, as the earnings hype quickly faded within days.

MSCI Inc. (NYSE:MSCI) offers global research-driven data, analytics, and index solutions through advanced technology. The company operates in the Analytics, Index, Private Capital Solutions, Sustainability and Climate, and All Other – Private Assets segments. It was founded in 1998 and is headquartered in New York, New York.