B+
Bull case
20%
Probability
Target price
$120.00
Analysis reference price unavailable
Analysis 2026-10-26 · RankAlpha Sentiment Codex
OPY
OppenheimerCNYSE / Financial Services
Last Price
Quote time unavailable
Current thesis
Q2's higher investment-banking, trading and wealth-management activity could persist, allowing operating growth to outweigh compensation and sweep-income pressure. This remains conditional on Q3 evidence.
Posture
Mixed
Lead driver
Value
What changed
Value remains the lead driver in the composite, 7D delta -0.4.
What can break
Lower sweep revenue, market-sensitive trading and banking activity, and the first-quarter cash-sweep litigation accrual complicate earnings normalization. [#SEC-8K-2026-07-31]
Momentum
32
Value
61
Sentiment
54
Setup hits (3d)
0 · Net Neutral
AI TargetsBase $103.00 · Bull $120.00 · Bear $80.00Analysis 2026-10-26; returns require an exact persisted reference.
Data freshness
Prices
Unavailable: Price unavailable
Fundamentals
As of 2026-10-27 • Vendor: Data Vendor v1
Scores
As of 2026-10-27 • Model: HYBRID_IC_RP
AI Memo
As of 2026-10-26 • Model: RankAlpha Sentiment Codex
Investment thesisAs of 2026-10-27
Investment thesis
As of 2026-10-27
Grade is the composite factor band; factor scores use a 0–100 scale. Confidence describes evidence quality, not a probability of return. Score date: 2026-10-27. Definitions
Supporting evidence
What
Grade C · Mixed
Confidence Medium · Net Neutral
Why
Momentum32 · Δ7d -14.5
Value61 · Δ7d -0.4
Sentiment54 · Δ7d -10.0
So what
Balanced signals (Net Neutral). Wait for confirmation before sizing up.
Confirming evidence
- • Value remains the lead driver in the composite, 7D delta -0.4.
Contradictions & invalidation
- • Lower sweep revenue, market-sensitive trading and banking activity, and the first-quarter cash-sweep litigation accrual complicate earnings normalization. [#SEC-8K-2026-07-31]
- • Q2's $24.9 million stock-price-linked adviser compensation expense materially reduced reported results; management expects the revised grant formula to take years to flow through. [#SEC-8K-2026-07-31]
- • Reported earnings can lag adjusted results: Q2 included stock-price-linked compensation expense, and first-half adjusted results excluded a $70 million pretax cash-sweep litigation accrual.
Catalyst clock
2026-11-03
Verify the Q3 earnings date and assess results when released
Lead driver: Value · See fundamentals
Momentum
32
8% active weight
Current posture
7d trendFlat
Δ7d
-14.5
Δ21d
-53.1
Value
61
47% active weight
Current posture
7d trendFlat
Δ7d
-0.4
Δ21d
+0.5
Sentiment
54
45% active weight
Current posture
7d trendSoftening
Δ7d
-10.0
Δ21d
+4.4
Why this grade
Composite grade C. Momentum 31.7 / Value 61.2 / Sentiment 53.5
Scenario snapshot
Scenario probability is memo-authored likelihood, not forecast certainty. Targets belong to the analysis dated 2026-10-26. Scenario method
Most likely
B
Base case
55%
Probability
Target price
$103.00
Analysis reference price unavailable
Analysis 2026-10-26 · RankAlpha Sentiment Codex
B-
Bear case
25%
Probability
Target price
$80.00
Analysis reference price unavailable
Analysis 2026-10-26 · RankAlpha Sentiment Codex
Fundamentals (TTM)As of 2026-10-27
Fundamentals (TTM)
As of 2026-10-27
Market Cap
$1.11B
Beta
1.18
Shares Out
10.71M
P/E (TTM)
9.9
P/S (TTM)
0.51
P/FCF (TTM)
10.88
Rev YoY
+21.9%
EPS YoY
+24.7%
Gross Margin
+96.4%
Op Margin
+12.9%
Net Debt
$1.21B
Current Ratio
1.17
As of 2026-10-27 • Updated nightlySource: Internal modelMethods & Data