Ticker: XYZ

XYZ

Finance Financials Software - Infrastructure

Price 76.46

Reco Sell Potential 49 Risk 75 Updated 2026-10-26

Official website

Forecast impact

negative

Target +16.4% target fill 85.9%

Reaction D5 pending · D10 pending market trust

Impact Potential -4 · Risk +3 valid until 2026-11-22

Track in portfolio

Price chart

AI recommendation Analyst forecast Calendar event Positive signal Negative signal Neutral / update Hold / informational B My buy S My sell

Description

Company and Business Model

XYZ operates in the financial sector, providing a range of financial services including investment management, asset management, and advisory services. The company primarily generates revenue through management fees, performance fees, and advisory fees. Its major business segments include wealth management, institutional investment services, and retail financial services. The firm focuses on delivering tailored financial solutions to both individual and institutional clients.

Investment Profile

The investment profile of XYZ is more aligned with balanced investors, given its stable revenue streams and moderate growth potential. The stock exhibits characteristics suitable for those seeking a combination of capital appreciation and income stability. The current market conditions suggest a cautious approach, making it appropriate for investors with a medium to long-term horizon.

Category: Finance Sector: Financials Industry: Software - Infrastructure Investment style: Growth Horizon: Medium-term Company type: Tech Giant

Fundamental metrics (experimental) Updated: 2026-10-21

EPS (TTM) — earnings per share for the last 12 months, $: 0.57
Revenue QoQ — quarter-over-quarter revenue growth: 9.3%
EPS surprise: 17.1%
20d volatility: 1.9%

AI recommendation changes

Date	Before	After	Reason
2026-10-24	Hold	Sell	Weak momentum and high risk overshadow positive fundamentals.
2026-10-15	Buy	Hold	Weak momentum and high risk; cautious approach advised.
2026-10-11	Hold	Buy	Strong EPS growth and positive short-term momentum.
2026-10-09	Buy	Hold	Mixed performance; uncertain momentum and market conditions.
2026-10-07	Sell	Buy	Positive EPS surprise, but mixed momentum signals.
2026-09-29	Hold	Sell	Negative momentum and high risk outweigh potential upside.
2026-09-09	Buy	Hold	Weak momentum and high risk; hold for now.
2026-08-23	Hold	Buy	Strong growth but uncertain market conditions ahead.
2026-08-21	Buy	Hold	Weak momentum and high risk; hold for now.
2026-08-15	Hold	Buy	Strong momentum and positive EPS surprise support growth outlook.
2026-08-13	Buy	Hold	Positive EPS surprise, but mixed momentum signals.
2026-07-31	Hold	Buy	Strong momentum and positive EPS surprise support growth outlook.
2026-07-23	Buy	Hold	Weak fundamentals and negative momentum raise concerns.
2026-07-16	Hold	Buy	Strong momentum and positive EPS surprise support growth outlook.
2026-07-09	Buy	Hold	Weak fundamentals and mixed momentum signal caution.
2026-07-03	Hold	Buy	Strong momentum, but fundamentals show weakness.
2026-07-01	Buy	Hold	Weak revenue growth raises concerns despite positive EPS surprise.
2026-06-25	Hold	Buy	Strong recent performance, but fundamentals show weakness.
2026-06-23	Buy	Hold	Weak fundamentals and mixed momentum signal caution.
2026-06-17	Hold	Buy	Strong momentum and positive EPS surprise support growth outlook.
2026-06-05	Buy	Hold	Weak revenue growth raises uncertainty despite EPS surprise.
2026-05-28	Sell	Buy	Positive momentum, but revenue decline raises concerns.
2026-05-20	Hold	Sell	Weak fundamentals and negative momentum raise concerns.
2026-05-12	Buy	Hold	Mixed performance; fundamentals show weakness and high risk.
2026-05-10	Hold	Buy	Strong momentum and positive EPS surprise support growth outlook.
2026-05-08	—	Hold	Weak fundamentals and mixed momentum signal caution.
2026-05-03	Hold	Buy	Компания показывает сильный рост за последние 20 и 60 дней, что указывает на позитивные тренды. Однако, небольшой сюрприз по доходам может вызвать некоторые опасения.
2026-04-29	Buy	Hold	Компания XYZ демонстрирует смешанные результаты, с положительной динамикой за последние 20 и 60 дней, но недавние падения и низкий EPS указывают на высокие риски.
2026-04-23	Hold	Buy	Компания показывает положительную динамику на коротких временных интервалах, что свидетельствует о росте интереса инвесторов. Несмотря на негативную динамику за 120 дней, текущие показатели EPS и рост выручки указывают н
2026-04-11	Sell	Hold	Компания XYZ показывает смешанные результаты: положительная динамика за последние 5 и 20 дней, но значительное снижение за более длительные периоды. Рекомендуется удерживать акции до ясности в дальнейших перспективах.
2026-04-02	Hold	Sell	Компания XYZ демонстрирует устойчивый тренд снижения цен на акции и негативные показатели за последние месяцы, что указывает на высокие риски для инвесторов.
2026-03-01	Sell	Hold	Компания показывает сильный рост за последние дни, что может свидетельствовать о положительных изменениях в бизнесе. Однако, учитывая негативную динамику за более длительный период, стоит быть осторожным.
2026-01-27	Hold	Sell	Компания демонстрирует негативную динамику цен на акции за последние 60 и 120 дней, что указывает на высокие риски. Отсутствие данных о прибыли и дивидендах также снижает привлекательность инвестиций.
2026-01-25	Sell	Hold	Компания XYZ демонстрирует положительную динамику на коротких временных интервалах, однако значительное снижение на более длительных сроках указывает на высокие риски. Рекомендуется удерживать акции до получения более яс

Analyst forecasts

Date	Analyst	Action	Target	Price Then
2026-10-23	Truist Financial	Target Lowered	93 → 89	79.02
2026-10-22	BMO Capital	Rating Upgraded	— → 101	78.2
2026-10-15	UBS	Target Lowered	98 → 96	78.455
2026-10-02	Robert W. Baird	Target Raised	— → 106	74.04
2026-09-10	Coker Palmer	Rating Upgraded	— → 105	79.4
2026-09-02	Scotiabank	Update	— → 82	77.88
2026-08-25	Wolfe Research	Target Raised	100 → 115	81.38
2026-08-14	Canaccord Genuity	Target Raised	85 → 100	82.6
2026-08-07	Argus Research	Target Raised	85 → 103	79.715
2026-08-06	Robert W. Baird	Target Raised	100 → 105	79.21
2026-08-06	Piper Sandler	Target Raised	100 → 105	79.585
2026-08-06	Oppenheimer	Target Raised	91 → 97	80.62
2026-08-06	KeyBanc	Target Raised	105 → 108	84.2
2026-08-06	UBS	Target Raised	92 → 98	84.2
2026-08-06	BTIG	Target Raised	90 → 100	84.2
2026-08-03	Morgan Stanley	Target Lowered	98 → 90	81.24
2026-07-24	Truist Financial	Target Raised	82 → 93	76.49
2026-07-23	KeyBanc	Target Raised	100 → 105	77.46
2026-07-22	BMO Capital	Target Raised	78 → 85	78.65
2026-07-22	Cantor Fitzgerald	Target Raised	88 → 95	80.38
2026-06-30	Piper Sandler	Rating Upgraded	— → 32	75.905
2026-06-30	Rosenblatt Securities	Rating Upgraded	— → 100	75.905
2026-06-29	Piper Sandler	Update	— → 100	77.95
2026-05-29	Morgan Stanley	Target Raised	96 → 98	74.65
2026-05-27	Truist Financial	Target Raised	81 → 82	71.6348
2026-05-19	Canaccord Genuity	Target Raised	80 → 85	70.63
2026-05-12	Macquarie	Target Raised	65 → 75	72.15
2026-05-08	Oppenheimer	Target Raised	89 → 91	74.42
2026-04-24	Truist Financial	Target Raised	77 → 81	70.2
2026-04-21	BMO Capital	Update	— → 74	71.77
2026-04-21	Cantor Fitzgerald	Target Raised	78 → 88	75.09
2026-02-17	Cantor Fitzgerald	Target Lowered	87 → 70	49.84
2026-01-26	Cantor Fitzgerald	Update	— → 87	65.91
2026-01-20	Truist Financial	Target Raised	68 → 72	64.01

News Page 1 of 1

Nothing yet