B+
Bull case
0%
Probability
Target price
$84.00
Analysis reference price unavailable
Analysis 2026-10-26 · RankAlpha Sentiment Codex
SF
Stifel FinancialCNYSE / Financial Services
Last Price
Quote time unavailable
AI scenario view
RankAlpha Sentiment CodexPost-earnings T+3Most 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
The current persistence contract does not provide an exact AI reference price. RankAlpha therefore does not calculate scenario return from the live quote. How scenarios are presented
AI sentiment snapshot
Latest data as of 2026-10-26
Recent news sentiment (30D)
+2.9
Mixed
Company
-
Unavailable
Macro
+2.9
Mixed
Pulse
-
Unavailable
Weekly research (10D)
-20.0
Negative
Sentiment proxy
+67.2
Score
AI commentary
The initial reaction did not hold: SF closed at $66.41 on earnings day, rose 2.17% to $67.85 on October 22, then fell 1.72% to the $66.68 October 23 anchor. This mixed tape fits the small EPS beat and revenue miss; price action alone does not establish causation. Historical prices UBS's reported $1 target cut is the identified post-print revision; broader forward-estimate changes were not verified. Social, options, short-interest and employee-sentiment figures were unavailable, so the zero entries above are placeholders, not measured readings.
RankAlpha Sentiment Codex - 2026-10-26
Open post-earnings memoEvidence flagged
peer set is too generic or lacks enough direct operating comparators
Impact
tentative
Confidence
-
AI events
2026-10-21eventQ3 earnings: modest EPS beat, revenue missMedium impact
Stifel's Q3 presentation reports non-GAAP EPS of $1.46 versus a $1.44 analyst mean, but net revenue of $1.429 billion versus $1.450 billion expected. Commissions and principal transactions were 10% below the analyst mean. The mixed result makes sustained earnings revisions more important than the EPS beat alone. [#8-K-2026-10-21] [#SEC-8K-2026-10-21] Company presentation
2027-01-31catalystInstitutional revenue recovery testMedium impact
Institutional revenue fell 14% year over year in Q3, with transactional revenue down 21%. A rebound in deal and trading activity could improve the revenue mix, but the Q3 weakness leaves that outcome unconfirmed. [#SEC-8K-2026-10-21] Company presentation
2027-10-21catalystWealth earnings and capital-return durabilityHigh impact
Q3 Global Wealth Management revenue rose 8% year over year to $980 million, while Stifel repurchased $124 million of shares. Sustained fee growth and disciplined repurchases could support per-share earnings; growing bank loans also make credit quality a necessary check. [#SEC-8K-2026-10-21] Company earnings release
Recommendation
N/A
No formal recommendation provided.
As of 2026-10-26 • Updated nightlySource: Internal modelMethodology