AI Stock Memo: OPY - Oppenheimer - RankAlpha

OPY

Rating buyAI Memo

Oppenheimer

As of 2026-01-25/Confidence medium

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Data freshness

AI Memo

As of 2026-01-25 • Model: RankAlpha Sentiment AI

Decision Panel

Action, confidence, horizon, and decision blockers at a glance.

Action

buy

Confidence

medium

Horizon

—

Key catalyst

Analyst target revisions • 2026-03-31

Expected move: -18%

Biggest risk

Prolonged trading weakness, fee pressure, or material client outflows compress multiples toward the analyst low (bear_target).

Invalidation

Break below $37 or thesis failure.

What would change my mind?

Continued strength in trading and advisory, modest margin expansion, and a capital-return surprise lift multiples toward peers; bull_target sits modestly above consensus.

Research note

Recommendation

buy

Confidence

medium

As of

2026-01-25

Base target

$80

p=60%

Bull target

$82

p=20%

Bear target

$37

p=20%

Key bullets

Fast scan of bull, bear, and watch items

BullKey bullets

Quarterly earnings release
Capital-return announcement
Continued strength in trading and advisory, modest margin expansion, and a capital-return surprise lift multiples toward peers; bull_target sits modestly above consensus.

BearKey bullets

Large client redemptions or advisor attrition
Regulatory or capital requirement changes
Trading revenue volatility from market sell-offs

WatchKey bullets

Analyst target revisions

Summary

High-level snapshot

Recommendation

buy

Model confidence

medium

Timeframe

Asset

Equity

Trigger

Base case: $80 (p=60%)

Bull/Bear spread: -15% / -62%

Vs latest close: Bull -15% · Base -18% · Bear -62%

Scenario probabilities

Bull Target: $82 (p=20%)Base Target: $80 (p=60%)Bear Target: $37 (p=20%)

Commentary

Sentiment is mixed-to-cautious: consensus targets cluster near the current price band but coverage is thin and estimates vary; short-term tone will hinge on earnings and guidance [#SERP-1][#SERP-3].

As of 2026-01-25 • Updated bi-weekly / post-earningsSource: Internal modelMethodology

Analyst Summary

Thesis highlights from the latest analysis

Bull Case

Continued strength in trading and advisory, modest margin expansion, and a capital-return surprise lift multiples toward peers; bull_target sits modestly above consensus.

Bear Case

Prolonged trading weakness, fee pressure, or material client outflows compress multiples toward the analyst low (bear_target).

Drivers

Scannable catalysts and supporting factors

Quarterly earnings release
Capital-return announcement

Human Analyst Targets

External snippets for comparison only; verify at source.

Unverified externalLast fetched 2026-01-25Source quality: external scrape

External snippets are unverified; treat as directional signals only. Always confirm with the original provider.

Inline RA est

Provider

serper

Median (USD)

$79.75

Range (USD)

$37.00 - $82.33

Count

Query: Oppenheimer Holdings Inc Class A Common (OPY) analyst consensus price target high low average

Oppenheimer Holdings Stock Price Forecast. Should You Buy OPY?
Search result #1
The 52-week high for Oppenheimer Holdings Inc Stock is $82.33 and the 52-week low is $49.26.
Extracted: $82.33, $49.26Open source
Oppenheimer (OPY) Stock Forecast & Price Target - Investing.com
Search result #2
Our Oppenheimer Holdings Inc stock forecast data is based on consensus analyst prediction, covering public companies earnings per share and revenue.
Open source
Oppenheimer Holdings Inc. Cl A Research & Ratings | OPY - Barron's
Search result #3
ConsensusBuy. Stock Price Target. High, $37.00. Low, $37.00. Average, $37.00. Current Price, $79.75. OPY will report FY 2018 earnings on 01/31/2020. Yearly ...
Extracted: $37.00, $79.75Open source
Oppenheimer Holdings Inc. (OPY) Analyst Ratings, Estimates ...
Search result #4
See Oppenheimer Holdings Inc. (OPY) stock analyst estimates, including earnings and revenue, EPS, upgrades and downgrades.
Open source
What is the current Price Target and Forecast for Oppenheimer (OPY)
Search result #5
Price Target. Oppenheimer does not have any price target set by analysts. Analyst Price Targets (). Last Close 72.83.
Open source
OPY Stock Forecast & Price Target | Oppenheimer Holdings Inc (OPY)
Search result #6
The average stock forecast for Oppenheimer Holdings Inc (OPY) in the next 12 months is 0 USD. This price target corresponds to an upside of -100%.
Open source

Scenarios

Bull Target (Scenario probability)

$82 / p=20% prob

Base Target (Scenario probability)

$80 / p=60% prob

Bear Target (Scenario probability)

$37 / p=20% prob

Price $97 as of 2026-06-08

Nearest Scenario: Bull (∆ 15%)

Targets vs latest close: Bull -15% · Base -18% · Bear -62%

Sentiment & Exposure

Sentiment unavailable: insufficient coverage

Events

Other notable items detected

EVENT2026-03-31
Analyst target revisions
Sell‑side target or rating changes after results/news can re-anchor expectations; timing is uncertain so a quarter-end window is used [#SERP-3].
Prob 45.00% • Move 6.00% • Priced-in 40.00%

Short-term Catalysts

Next few weeks

Quarterly earnings release
2026-04-25
Earnings and guidance can reprice the stock; trading revenue and expense trends are the primary drivers [#SERP-4][#SERP-1].
Prob 70% • Move 8% • Priced-in 50%

Long-term Catalysts

Months to a year

Capital-return announcement
2027-01-25
Material buybacks or dividend changes would support multiple expansion over 12 months; treated as lower-probability until disclosed [#SERP-10].
Prob 30% • Move 12% • Priced-in 20%

Risks

Large client redemptions or advisor attrition
Regulatory or capital requirement changes
Trading revenue volatility from market sell-offs

Peers

Symbol	Summary
MS	Large diversified investment bank and wealth manager; comparable exposure to trading and advisory cycles.
GS	Global investment bank sensitive to market-making and deal flow; useful benchmark for trading revenue trends.
SCHW	Retail brokerage and wealth manager with client-asset sensitivity and similar fee drivers.
RJF	Regional wealth/CM firm with advisor-led distribution; sensitive to advisor flows and M&A activity.

Sources

Internal and external references used in this analysis

Model source: RankAlpha Sentiment AI
Human targets: serper
Targets query: Oppenheimer Holdings Inc Class A Common (OPY) analyst consensus price target high low average
Analysis date: 2026-01-25