PIPR

Make better investment decisions with Simply Wall St's easy, visual tools that give you a competitive edge. Boot Barn Holdings just saw its fair value estimate trimmed from US$237.14 to US$225.14 per share, a small reset that still reflects a detailed refresh of the underlying valuation work. This shift lines up with Street research that mixes confidence in the latest Q4 execution and guidance with more caution on where the stock should trade right now. As you read on, you will see how these changing targets and narratives fit together and how to track the story as it evolves. Analyst Price Targets don't always capture the full story. Head over to our Company Report to find new ways to value Boot Barn Holdings. UBS raised its price target to US$272, citing a solid Q4 report and an updated model that supports a higher valuation framework. Piper Sandler kept an Overweight rating, pointing to Q4 comparable sales upside and early Q1 comps up 5%, and describing FY27 guidance as appropriately conservative. BofA maintained a Buy rating after Q4 results that it viewed as in line with expectations, and argued that the stock looks too cheap relative to its growth profile. Baird kept an Outperform rating, stating that the updated model and the 2027 plan look reassuring following Q4 results. Williams Trading, Piper Sandler, Baird and BofA all cut price targets, reflecting a reset in what they are willing to pay for the stock even as they keep positive ratings. BofA explicitly trimmed its valuation multiple, pointing to a broader derating in consumer growth company multiples that weighs on where the stock might trade. Do your thoughts align with the Bull or Bear Analysts? Perhaps you think there's more to the story. Head to the Simply Wall St Community to discover more perspectives! See how Boot Barn Holdings' fair value stacks up across multiple valuation models — not just analyst targets. Boot Barn Holdings updated its buyback activity, repurchasing 68,472 shares, or 0.22% of shares, for US$12.5 million between December 28, 2025 and March 28, 2026, bringing total repurchases under the May 14, 2025 authorization to 286,504 shares, or 0.94%, for US$49.94 million. The company issued guidance for the first fiscal quarter ending June 27, 2026, with expected total sales of US$574 million to US$584 million, consolidated same store sales growth of 2% to 4%, and income from ope...

Track your investments for FREE with Simply Wall St, the portfolio command center trusted by over 7 million individual investors worldwide. Community Healthcare Trust’s fair value price target is steady at US$18.50, with no change from the prior estimate, even as other model inputs have been refreshed. That stable target sits alongside analyst research that clusters expectations in the mid to high teens and weighs steady execution against funding and tenant risks. As you read on, you will see how these target assumptions fit into the evolving narrative around balance sheet choices, earnings resilience, and the planned asset sale. Analyst Price Targets don't always capture the full story. Head over to our Company Report to find new ways to value Community Healthcare Trust. Truist maintains a Buy rating with a US$19 price target, highlighting expectations for moderate earnings growth and suggesting confidence in Community Healthcare Trust’s ability to keep earnings supported over time. Piper Sandler, with a Neutral rating and an US$18 price target, points to management’s focus on core operations and capital recycling while the company works through the planned sale of six geriatric behavioral hospitals. Evercore ISI raised its target to US$17 after what it described as a steady Q4, which aligns with the view that execution has been consistent even as the portfolio is being repositioned. Truist flags rising leverage as a concern and notes that Community Healthcare Trust could benefit from a lower cost of equity, which ties directly into how easily it can fund growth and support its balance sheet. Piper Sandler highlights ongoing issues with a troubled tenant and the pending sale of six hospitals across three states, underscoring transaction and counterparty risk while the buyer completes final due diligence. Do your thoughts align with the Bull or Bear Analysts? Perhaps you think there's more to the story. Head to the Simply Wall St Community to discover more perspectives! We've flagged 3 risks for Community Healthcare Trust. See which could impact your investment. Community Healthcare Trust declared a quarterly dividend of US$0.4800 per share, with payment scheduled for May 22, 2026. This may interest income focused investors watching near term cash flows. The dividend carries an ex date of May 11, 2026. Investors buying the stock on or after that day would no...

Investing.com -- Piper Sandler upgraded Deckers Outdoor Corporation to “Neutral” from “Underweight,” saying the recent pullback in the stock has created a more balanced risk-reward profile ahead of the company’s fiscal fourth-quarter earnings report on May 21. The brokerage raised its price target on the footwear maker to $100 from $95, implying modest upside from the stock’s recent close of $93.56. Analysts said the shares now trade at roughly 13 times expected fiscal 2027 earnings, a valuation they view as reasonable given improving investor sentiment expectations and the potential for earnings upside. Piper Sandler expects Deckers to beat consensus expectations for the fiscal fourth quarter, forecasting earnings per share of about $1.00 compared with Wall Street estimates of $0.83. The firm projects revenue growth of 8%, above the company’s guidance of around 5% and ahead of consensus expectations of 6%. The analysts pointed to stronger direct-to-consumer performance at both the UGG and HOKA brands, supported by easier comparisons and reduced promotional activity. For HOKA, Piper expects direct-to-consumer sales growth of roughly 20%, helped by momentum in updated franchise models such as Speedgoat 7 and Gaviota 6. Despite the upgrade, Piper Sandler maintained a cautious view on the broader sneaker category, warning that lifestyle running trends are moderating amid intensifying competition. The analysts also said HOKA still lacks sufficient diversification beyond its popular max-cushioning footwear lineup. The firm said it continues to prefer On Holding AG within the global athletic footwear sector due to its stronger growth profile. Piper reiterated its “Overweight” rating on On Holding with a $50 price target. Looking ahead, Piper Sandler expects Deckers’ fiscal 2027 sales guidance to align with Street forecasts of roughly 7% growth, with HOKA expected to post low- to mid-teen percentage growth and UGG growing in the low- to mid-single digits. The brokerage also highlighted the company’s strong balance sheet, noting more than $2 billion in cash and $1.7 billion remaining under its share repurchase authorization. Related articles Piper sees earnings beat potential for Deckers Outdoor Corporation Nvidia's new Alpamayo project: What it means for Tesla? 5 reasons why Jefferies thinks Meta’s pullback is a buying opportunity

Make better investment decisions with Simply Wall St's easy, visual tools that give you a competitive edge. Piper Sandler’s latest commentary on Aflac (AFL) followed quarterly earnings that came in below estimates, with weaker pre tax margins in Aflac Japan and two consecutive quarters of segment earnings pressure. See our latest analysis for Aflac. The recent earnings miss and softer Aflac Japan margins have not derailed the stock entirely, with a 30 day share price return of 4.93% and a 1 year total shareholder return of 12.99%, which suggests that momentum is still broadly positive over time. If this mix of earnings pressure and long term compounding has you thinking about diversification, it could be a good moment to size up 20 top founder-led companies With the stock trading at $116.16, sitting slightly above the average analyst price target yet showing a value score of 3 and an estimated 31% intrinsic discount, you have to ask: is Aflac undervalued, or is the market already pricing in future growth? The most followed narrative pegs Aflac’s fair value at $111.86, slightly below the $116.16 last close. This frames the stock as marginally ahead of that model. Net profit margin: The net profit margin input has nudged higher from 20.75% to 20.86%, pointing to slightly stronger expected profitability on each dollar of revenue. Read the complete narrative. Want to see what keeps earnings expectations firm even as revenue assumptions cool and future P/E rises above the sector? The narrative’s valuation hinges on that balance. Result: Fair Value of $111.86 (OVERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, there are still pressure points, including declining net earned premiums in Japan and weaker variable investment income, that could challenge this more optimistic valuation story. Find out about the key risks to this Aflac narrative. While the popular narrative calls Aflac about 4% overvalued at $111.86, the SWS DCF model paints a very different picture. On that framework, the stock at $116.16 trades around 31% below an estimated fair value of $167.92. This raises a key question: are earnings based multiples missing something in Aflac's long term cash generation story? Look into how the SWS DCF model arrives at its fair value. Simply Wall St performs a discounted cash flow (DCF) on every stock in the world e...

CF Bankshares Inc. (NASDAQ:CFBK) is included among the 12 Best Micro-Cap Dividend Stocks to Buy Now. On May 11, Piper Sandler analyst Adam Kroll lowered the firm’s price target on CF Bankshares Inc. (NASDAQ:CFBK) to $33.50 from $34 and maintained an Overweight rating on the shares. The firm said the company reported a mixed quarter. An increase in non-performing loans tied to one non-core relationship led to $0.5 million in interest reversals and contributed to the shortfall in PPNR and EPS results. Earlier in April, Piper Sandler initiated coverage on CF Bankshares with an Overweight rating and a $34 price target, up from $29.The firm said the company’s turnaround following its 2012 recapitalization had been “nothing short of impressive.” Piper also pointed to CF Bankshares’ stronger-than-peer organic balance sheet growth outlook, along with expectations for modest net interest margin expansion that could support additional profitability improvement toward peer levels. The analyst also highlighted the company’s relatively discounted valuation. CF Bankshares Inc. (NASDAQ:CFBK) is the holding company for CFBank, National Association. CFBank operates as a commercial bank across five major metro markets, including Columbus, Cleveland, Cincinnati, and Akron, Ohio, along with Indianapolis, Indiana. The bank provides commercial, retail, and mortgage lending services to businesses and entrepreneurs. While we acknowledge the potential of CFBK as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: 14 Best Dividend Stocks to Buy for Steady Growth and 10 Best Robinhood Stocks to Buy According to Billionaires. Disclosure: None. Follow Insider Monkey on Google News.

Record Q1 results: Piper Sandler reported adjusted net revenues of $470 million (its 10th consecutive quarter of YoY growth), a 20% operating margin and adjusted diluted EPS of $1, with adjusted net income of $72 million and operating income of $94 million. Investment banking and advisory led by healthcare and financial services: Corporate investment banking revenues were a first-quarter record of $324 million (up 30% YoY) and advisory revenues hit a record $251 million (up 16% YoY), with the firm ranking top in U.S. MedTech M&A and bank M&A value; management cautioned Q2 may not match the quarter’s surge and expects corporate financing and some market-share gains to ease. Capital returns and charges: The firm raised $14 billion across 36 financings and returned $171 million to shareholders (including $101 million in dividends and $70 million in buybacks), announced a 14% increase to the quarterly dividend and a 4-for-1 forward stock split, while recording an $8.5 million litigation-related expense. Interested in Piper Sandler Companies? Here are five stocks we like better. CVS Stock is Nearing a 52-Week Low, Better Buy Than Walgreens? Piper Sandler Companies (NYSE:PIPR) opened fiscal 2026 with what management called a “strong start to the year,” driven by record first-quarter results in corporate investment banking and advisory, alongside record equity brokerage revenues. Chairman and CEO Chad Abraham said the firm generated first-quarter adjusted net revenues of $470 million, marking its “10th consecutive quarter of year-over-year growth,” with a 20% operating margin and adjusted diluted EPS of $1. CFO Kate Clune reported adjusted net income of $72 million and operating income of $94 million. → Meta Posted Its Best Sales Growth Since 2021—So Why Did Shares Fall? Kinder Morgan Stock Bid Up In An Oil Breakout Abraham said corporate investment banking delivered a first-quarter record, with revenues of $324 million, up 30% year-over-year. The increase was attributed to “robust corporate financing activity” and “solid contributions across advisory services.” Healthcare was a key driver. Abraham said the firm’s healthcare franchise produced an “exceptionally strong quarter,” reaching a “new high watermark in terms of revenues,” led by MedTech and biopharma, with additional contributions from healthcare IT and services. He noted that Piper Sandler ranked as the t...

Achieved a tenth consecutive quarter of year-over-year revenue growth, driven by a 30% increase in Corporate Investment Banking activity. Healthcare franchise reached a record revenue high-water mark, supported by strategic investments in Healthcare IT and Services alongside core medtech and biopharma strength. Maintained leadership in mid-market M&A, ranking as the #2 adviser for U.S. deals under $2 billion and #1 in U.S. bank M&A by deal value. Equity underwriting performance was characterized by significant market share gains in biopharma, where the firm's Healthcare team served as bookrunner on all 23 equity deals they priced during the quarter. Operating margin expanded to 20% as operating income growth of 37% significantly outpaced the 22% increase in net revenues. Strategic focus on non-M&A advisory, particularly Debt Capital Markets, provided a meaningful growth engine and diversified the advisory revenue stream. Talent expansion reached a record 192 investment banking managing directors, balancing internal promotions with strategic external hires in high-growth sectors. Management expects second quarter advisory revenues to remain similar to first quarter levels, reflecting a balance between strong pipelines and cautious market timing. Corporate financing revenues are projected to decline in the second quarter following an exceptionally strong first quarter characterized by outsized market share in biopharma. Public Finance revenues are anticipated to improve modestly in the second quarter, aligning with historical seasonal patterns for the municipal business. While Equity Brokerage and Fixed Income outlooks are influenced by market volatility and geopolitical events, Equity Brokerage revenues are specifically expected to decline in the second quarter from record Q1 levels. The firm intends to maintain a compensation ratio at the low end of the 61.5% to 62.5% range while continuing to seek additive investment opportunities. Recorded an $8.5 million litigation-related expense concerning a 2014 California lawsuit regarding variable rate demand notes in the Municipal Finance business. Completed a 4-for-1 forward stock split in March 2026, with common stock trading on a split-adjusted basis starting March 24. Increased the quarterly cash dividend by 14% to $0.20 per share, reflecting confidence in the firm's capital-light model and cash generation capab...

This article first appeared on GuruFocus. Adjusted Net Revenues: $470 million, marking the 10th consecutive quarter of year-over-year growth. Operating Margin: 20% for the first quarter. Adjusted EPS: $1 per share. Corporate Investment Banking Revenues: $324 million, up 30% year-over-year. Advisory Revenues: $251 million, up 16% year-over-year. Corporate Financing Revenues: $73 million, up 122% from the first quarter of last year. Municipal Financing Revenues: $24 million, down 9% year-over-year. Equity Brokerage Revenues: $60 million, an 11% increase from the prior year. Fixed Income Revenues: $50 million, up 6% from the prior year period. Net Income: $72 million for the first quarter. Compensation Ratio: 61.6%, an improvement of 90 basis points from the first quarter of last year. Non-Compensation Expenses: $86 million, up 15% year-over-year. Income Tax Rate: Effective tax rate of 23.4% with tax benefits; 30.8% excluding benefits. Shareholder Returns: $171 million returned, including $101 million in dividends and $70 million in share repurchases. Quarterly Cash Dividend: Increased to $0.20 per share, a 14% increase. Warning! GuruFocus has detected 2 Warning Sign with CNK. Is PIPR fairly valued? Test your thesis with our free DCF calculator. Release Date: May 01, 2026 For the complete transcript of the earnings call, please refer to the full earnings call transcript. Piper Sandler Cos (NYSE:PIPR) achieved a record first quarter with adjusted net revenues of $470 million, marking the 10th consecutive quarter of year-over-year growth. Corporate Investment Banking revenues reached a first-quarter record of $324 million, up 30% year-over-year, driven by robust corporate financing activity. The Healthcare franchise set a new high watermark in revenues, with significant contributions from medtech and biopharma teams. The Financial Services group registered a strong quarter, ranking as the number one adviser in US bank M&A based on deal value announced. Equity Brokerage business achieved record first-quarter revenues of $60 million, an 11% increase from the prior year, driven by increased trading volumes. Municipal Financing revenues declined by 9% year-over-year, reflecting challenges in the public finance business. Fixed income revenues faced challenges due to high market volatility, which reduced regular client activity. Corporate Financing revenues are expecte...

Axos Financial (AX) came out with quarterly earnings of $1.9 per share, missing the Zacks Consensus Estimate of $2.13 per share. This compares to earnings of $1.81 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of -10.80%. A quarter ago, it was expected that this bank holding company would post earnings of $2.07 per share when it actually produced earnings of $2.25, delivering a surprise of +8.7%. Over the last four quarters, the company has surpassed consensus EPS estimates three times. Axos Financial, which belongs to the Zacks Financial - Miscellaneous Services industry, posted revenues of $392.25 million for the quarter ended March 2026, surpassing the Zacks Consensus Estimate by 6.58%. This compares to year-ago revenues of $308.84 million. The company has topped consensus revenue estimates four times over the last four quarters. The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call. Axos Financial shares have added about 10.1% since the beginning of the year versus the S&P 500's gain of 4.2%. While Axos Financial has outperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock? There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately. Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions. Ahead of this earnings release, the estimate revisions trend for Axos Financial was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list...

Piper Sandler (PIPR) reported Q1 adjusted earnings Friday of $1 per diluted share, down from $1.02 a

MINNEAPOLIS, May 01, 2026--(BUSINESS WIRE)--Piper Sandler Companies (NYSE: PIPR) has released its most recent financial results. The complete earnings release can be found on the firm’s website at pipersandler.com/earnings. Join the earnings conference call on Friday, May 1, 2026 at 7:30 a.m. CT. Dial-in: 800 330-6710 (in the U.S.) or +1 312 471-1353 (outside the U.S.) Passcode: 5642050 Access the conference call audio webcast. A playback of the call will be available at pipersandler.com/earnings approximately three hours after the event. ABOUT PIPER SANDLER Piper Sandler Companies (NYSE: PIPR) is a leading investment bank driven to help clients Realize the Power of Partnership®. Securities brokerage and investment banking services are offered in the U.S. through Piper Sandler & Co., member SIPC and NYSE; in the U.K. through Piper Sandler Ltd., authorized and regulated by the U.K. Financial Conduct Authority; in the EU through Aviditi Capital Advisors Europe GmbH, a tied agent of AHP Capital Management GmbH, authorized and regulated by BaFin; and in the Abu Dhabi Global Market through Piper Sandler MENA Ltd., authorized and regulated by the ADGM Financial Services Regulatory Authority. Alternative asset management and fixed income advisory services are offered through separately registered advisory affiliates. Follow Piper Sandler: LinkedIn | Facebook | Twitter ©2026. Since 1895. Piper Sandler Companies. 350 North 5th Street, Suite 1000, Minneapolis, Minnesota 55401 View source version on businesswire.com: https://www.businesswire.com/news/home/20260501128015/en/ Contacts Kate Clune Chief Financial Officer Piper Sandler Tel: 212 466-7799 [email protected]

Piper Sandler Companies (PIPR) came out with quarterly earnings of $1 per share, beating the Zacks Consensus Estimate of $0.85 per share. This compares to earnings of $1.02 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of +17.83%. A quarter ago, it was expected that this company would post earnings of $1.18 per share when it actually produced earnings of $1.72, delivering a surprise of +45.76%. Over the last four quarters, the company has surpassed consensus EPS estimates four times. PIPER SANDLR CP, which belongs to the Zacks Financial - Miscellaneous Services industry, posted revenues of $469.54 million for the quarter ended March 2026, surpassing the Zacks Consensus Estimate by 20.09%. This compares to year-ago revenues of $383.31 million. The company has topped consensus revenue estimates four times over the last four quarters. The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call. PIPER SANDLR CP shares have added about 2.7% since the beginning of the year versus the S&P 500's gain of 5.3%. While PIPER SANDLR CP has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock? There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately. Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions. Ahead of this earnings release, the estimate revisions trend for PIPER SANDLR CP was favorable. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #2 (Buy) for the stock. So, the shares are expected to outperform the market in the near future. You can see the complete list of...