RankAlpha logo
Back to Rankings

SF

Stifel FinancialC
NYSE / Financial Services
Last Price
Quote time unavailable
View Chart
Current thesis
Record Q3 wealth-management revenue, 14% year-over-year asset-management revenue growth, a 22.5% non-GAAP pretax margin and share repurchases support an operating-leverage case. The earnings release reports $1.46 non-GAAP EPS, up from $1.30 a year earlier.
Posture
Mixed
Lead driver
Sentiment
What changed
Sentiment remains the lead driver in the composite, 7D delta -37.8.
What can break
Bank loans rose 21% year over year to $26.1 billion, increasing exposure to credit performance. [#SEC-8K-2026-10-21]
Momentum
28
Value
56
Sentiment
59
Setup hits (3d)
0 · Net Neutral
AI TargetsBase $74.00 · Bull $84.00 · Bear $56.00Analysis 2026-10-26; returns require an exact persisted reference.
Data freshness
Prices
Unavailable: Price unavailable
Fundamentals
As of 2026-10-26 • Vendor: Data Vendor v1
Scores
As of 2026-10-26 • Model: HYBRID_IC_RP
AI Memo
As of 2026-10-26 • Model: RankAlpha Sentiment Codex
Investment thesis
As of 2026-10-26

Grade is the composite factor band; factor scores use a 0–100 scale. Confidence describes evidence quality, not a probability of return. Score date: 2026-10-26. Definitions

Supporting evidence
What
Grade C · Mixed
Confidence Medium · Net Neutral
Target $81.29
Why
Momentum28 · Δ7d +5.5
Value56 · Δ7d +0.0
Sentiment59 · Δ7d -37.8
So what
Balanced signals (Net Neutral). Wait for confirmation before sizing up.

Confirming evidence

  • • Sentiment remains the lead driver in the composite, 7D delta -37.8.

Contradictions & invalidation

  • • Bank loans rose 21% year over year to $26.1 billion, increasing exposure to credit performance. [#SEC-8K-2026-10-21]
  • • Institutional Group revenue fell 14% year over year in Q3; a delayed capital-markets recovery could offset wealth-management growth. [#SEC-8K-2026-10-21]
  • • Q3 net revenue missed the analyst mean despite the modest EPS beat; institutional revenue contracted and expanding bank loans increase the importance of credit performance.

Catalyst clock

2026-10-21

Q3 earnings: modest EPS beat, revenue miss

Lead driver: Sentiment · See AI snapshot
Momentum
28
8% active weight
Current posture
7d trendFlat
Δ7d
+5.5
Δ21d
-4.7
Value
56
47% active weight
Current posture
7d trendFlat
Δ7d
+0.0
Δ21d
+0.5
Sentiment
59
45% active weight
Current posture
7d trendSoftening
Δ7d
-37.8
Δ21d
-42.1
Why this grade

Composite grade C. Momentum 27.9 / Value 55.5 / Sentiment 59.1

Scenario snapshot

Scenario probability is memo-authored likelihood, not forecast certainty. Targets belong to the analysis dated 2026-10-26. Scenario method

B+
Bull case
0%
Probability
Target price
$84.00
Analysis reference price unavailable
Analysis 2026-10-26 · RankAlpha Sentiment Codex
Most likely
B
Base case
1%
Probability
Target price
$74.00
Analysis reference price unavailable
Analysis 2026-10-26 · RankAlpha Sentiment Codex
B-
Bear case
0%
Probability
Target price
$56.00
Analysis reference price unavailable
Analysis 2026-10-26 · RankAlpha Sentiment Codex
Fundamentals (TTM)
As of 2026-10-26
Market Cap
$9.98B
Beta
1.14
Shares Out
150.06M
P/E (TTM)
23.5
P/S (TTM)
2.19
P/FCF (TTM)
15.91
Rev YoY
+9.8%
EPS YoY
+50.5%
Gross Margin
+87.5%
Op Margin
+21.3%
Net Debt
-$103.23M
Current Ratio
1.49
As of 2026-10-26 • Updated nightlySource: Internal modelMethods & Data