SF Stifel Financial Corp.

Stifel, the broker, has kept its ‘buy’ rating and CHF25 target price on Santhera Pharmaceuticals (SIX:SANN, OTC:SPHDF, FRA:S3F0), the Swiss neuromuscular drugmaker, after first-half group revenue doubled to CHF48.3 million. The company left its 2026 guidance of CHF80 million to CHF90 million...

Microsoft Stock Gets Surprise Upgrade as Stifel Sees Growth Back on Track

Microsoft has been the quiet name in the AI trade all year, but that just changed.

Investing.com -- Stifel has highlighted its top stock selection in the real estate investment trust sector, featuring First Industrial Realty Trust as the firm’s current favorite idea from its equity research analysts.

Microsoft’s story may finally be gaining traction. Here’s why Stifel sees a path back to growth for MSFT.

Interest rates are rising again, inflation is still sticky, and suddenly the sleepy corner of brokerage cash and margin lending looks anything but boring. When the Fed pushes the benchmark rate to a range of 3.75% to 4%, every idle dollar in a brokerage account and every margin loan starts to matter more to investors and to the brokers themselves. This article walks through three US retail broker-dealer stocks that screen as exposed to these crosscurrents, and explains how higher-for-longer...

Microsoft stock momentum is expected to continue as OpenAI revenue contribution to Microsoft accelerates.

Expect another earnings beat from Micron next week -- a smaller beat, but still a beat.

Stifel expects greater promotional activity in Western markets and a more challenging year-over-year gross margin comparison in the fiscal fourth quarter.

BRP now carries a higher Fair Value Estimate of CA$103.07, up from CA$97.22, which lines up more closely with the Street price targets that have been cited after the latest update. Recent analyst commentary reflects this shift, with more upbeat views tying higher targets to Q2 execution and product momentum, while cautious voices still highlight tariff and valuation risks. As you read on, you will see how this evolving narrative around BRP may shape the way you track the stock from here. Stay...

Plains GP Holdings is under fresh scrutiny as fair value in one key model shifts from about US$24.93 to about US$25.77, a move that brings price targets into slightly higher territory. Recent analyst research connects this change to the Silver Creek Midstream acquisition, updated Q2 assumptions and the company’s Permian crude exposure, with views ranging from more constructive to still cautious. As you read on, you will see how to track these moving parts and keep up with the evolving story...

Stifel Financial (SF) just moved to deepen its venture banking bench by bringing in three senior leaders with long Silicon Valley Bank and venture ecosystem experience across Boston, New York City, and the broader East Coast. Recent appointments in venture banking and European leveraged finance come after a choppy stretch for Stifel Financial’s stock. The share price at $75.79 has seen a 30 day share price return of negative 8.38 percent, while the 3 year total shareholder return of 91.07...

Not all profitable companies are built to last - some rely on outdated models or unsustainable advantages. Just because a business is in the green today doesn’t mean it will thrive tomorrow.

Carnival faces mounting cost concerns as fuel prices climb, while retail sentiment stays neutral ahead of its Sept. 29 earnings report.

Energy Transfer LP (NYSE:ET) has surged by almost 30% since the beginning of 2026, propelled by its strong performance, high natural gas demand in the US, and new pipeline opportunities from data centers. The stock has also now received a fresh vote of confidence from Wall Street. On September 10, Stifel resumed coverage of ET […]

Stifel CEO Ron Kruszewski joins Inside the ICE House to mark 30 years leading the 136-year-old firm and reflect on navigating constant change. He explains why he sees AI as a powerful accelerator rather than a replacement for human judgment, and why he's betting Stifel's business on the enduring value of human relationships. Kruszewski warns against chasing trends like tokenization without heeding the lessons of financial history, favoring a strategy of compounding capabilities over decades. He closes with his outlook on where AI and financial services are headed together.

Earnings results often indicate what direction a company will take in the months ahead. With Q2 behind us, let’s have a look at Stifel (NYSE:SF) and its peers.

Watch Highlights From the 2025 Palm Beach CorpGov Forum: CorpGov, IPO Edge and PE Edge will host the sixth annual Palm Beach CorpGov Forum on November 4-5, 2026, at the Palm Beach Lake Pavilion and The Cove Club, both located waterfront with sweeping views of Palm Beach Island, along with a reception at Cucina Palm Beach. The Forum will […] The post Preliminary Agenda: 6th Palm Beach CorpGov Forum Nov 4-5 with Activism, Sports, VC appeared first on CorpGov.

Stifel lifted its Microsoft price target to $530 as Copilot adoption expands and Azure growth remains strong, adding to the bullish Wall Street view on MSFT stock.

Many investors pay attention to mid-cap stocks because they have established business models and expansive market opportunities. However, their paths to becoming $100 billion corporations are ripe with competition, ranging from giants with vast resources to agile upstarts eager to disrupt the status quo.

Shares fell 3.3% to $220.41 after Thursday's 8.7% surge, despite Stifel raising its target from $282.

The best-performing stocks typically have robust sales growth, increasing margins, and rising returns on capital, and those that can maintain this trifecta year in and year out often become the legends of the investing world.

Orthofix Medical recently saw its analyst price target move from US$15 to US$13, a reset that anchors the latest round of valuation work on the stock. Analysts link this change to updated views on revenue, cash generation and the impact of the MDR transition, even as many maintain a constructive long-term stance. Read on to see what is driving the shift in targets and how you can track the evolving Orthofix Medical story from here. Analyst Price Targets don't always capture the full story...

CorpGov is pleased to share the final agenda for the 2nd LA CorpGov Forum, to be held on Friday, Sept. 18, 2026 at The Huntington Library in San Marino, California. The conference registration will begin at 1:00pm and feature an afternoon of panels, firesides and networking, followed by a reception at 5:00pm with cocktails and hors […] The post Final Agenda: 2nd LA CorpGov Forum Sep 18 Featuring Activism, Sports, Entertainment appeared first on CorpGov.

NVIDIA Corporation (NASDAQ:NVDA) is heading into its August 26 earnings report with expectations already elevated. Wall Street firm Stifel believes it can clear this high bar, with its bull case built around independent checkpoints scattered across the supply chain. On August 19, Stifel analyst Ruben Roy reiterated a Buy rating on the stock with a […]

Stifel raised Home Depot’s price target, but warned expectations for valuation already appear high.

Many financial advisors have outsourced some or all of the task of constructing portfolios to external asset managers. Low-cost fund pioneer Vanguard is hoping to gain more of that business with a recent move that allows advisors to customize existing Vanguard model portfolios to best suit clients’ unique needs. Guest columnist David Conti writes about how he created a retirement fear index to help financial advisors understand which collective fears are most weighing on clients.

Stifel upgraded Intuitive Machines to ‘Buy’ from ‘Hold,’ highlighting the importance of the company’s backlog growth.

Applied Materials forecast fourth-quarter revenue above Wall Street expectations on Thursday, betting that unabated demand for advanced AI ‌chips will continue to fuel robust spending on its semiconductor manufacturing equipment. Even ‌so, its shares dropped more than 5% in extended trading as lofty investor expectations overshadowed the results. Expectations are elevated as the chip equipment maker reports after peers Lam Research and KLA posted solid quarterly performances and forecast revenue growth, Stifel's Brian Chin said.

Alliance Global lifted its SLS price target to $35 from $25, implying nearly 200% upside, and maintained a ‘Buy’ rating.

The brokerage firm continues to navigate the fallout from the barred broker’s structured-notes strategy.

The market never telegraphs when its best and worst days are coming -- and managing your portfolio as if it does usually ends up doing more harm than good.

CorpGov, IPO Edge and PE Edge will be hosting the second LA CorpGov Forum on September 18, 2026, the sixth annual Palm Beach CorpGov Forum on November 4-5, 2026, and the third Princeton CorpGov Forum on May 20, 2027. We invite institutional investors, corporate executives, and Princeton alumni/students to attend these events. For information on being a speaker at […] The post Save the Date: LA & Palm Beach 2026, Princeton 2027 appeared first on CorpGov.

Investing.com -- AI-driven demand and persistent supply constraints are set to extend the memory industry upcycle well into 2027 and potentially beyond, according to a trio of Wall Street initiations on SK hynix, which highlighted the company's dominant position in high-bandwidth memory (HBM) and attractive valuation following its recent U.S. listing.

Veralto’s fair value estimate has shifted to about US$112.76 from about US$108.06, giving investors an updated reference point for where analysts see the stock today. Many recent research notes link these higher price targets to Q2 2026 results, refreshed guidance and steady Water Quality demand, even as some investors question how much upside is already reflected. As you read on, you will see how this evolving analyst narrative around Veralto may shape the way you track the stock from...

Watch 1st LA CorpGov Forum Highlights: CorpGov will host the second LA CorpGov Forum on Friday, Sept. 18, 2026 at The Huntington Library in San Marino, California. The forum will begin at 2:00pm and feature an afternoon of panels, firesides and networking, followed by a networking reception at 5:00pm with cocktails and hors d’oeuvres. This […] The post Preliminary Speakers: 2nd LA CorpGov Forum Sep 18 Featuring Sports, Entertainment, VC & PE appeared first on CorpGov.

While profitability is essential, it doesn’t guarantee long-term success. Some companies that rest on their margins will lose ground as competition intensifies — as Jeff Bezos said, “Your margin is my opportunity”.

Stifel Financial (SF) stock is in focus after the company reported second quarter 2026 results that exceeded revenue and earnings expectations, highlighting stronger wealth management trends, a rebound in investment banking, and ongoing share repurchases. See our latest analysis for Stifel Financial. Investors have reacted positively to Stifel Financial's stronger quarter, with a 1-month share price return of 16.67% and a 7-day gain of 4.74% lifting the stock to $80.82. A 3-year total...

In the past week, Stifel Financial Corp. reported second-quarter 2026 results showing revenue of US$1,638.78 million and net income of US$226.48 million, with basic earnings per share from continuing operations of US$1.41. For the first half of 2026, profits grew faster than sales and the firm continued returning capital to shareholders by repurchasing 2,419,000 shares for US$177.04 million under its long-running buyback program. We’ll now examine how this earnings acceleration,...

Stifel Financial’s stock has more than doubled over the past three years, yet the valuation checks are split, with the intrinsic value estimate from the Excess Returns model pointing to a premium while earnings-based multiples still make the shares look relatively undemanding. The 104.3% return over three years sets a high bar for fresh buyers, as a lot of good news may already be reflected in Stifel Financial’s share price. Recent growth in client assets and revenue can support higher...

Institutional cryptocurrency trading platform LMAX Group is considering going public.

Stifel Financial (SF) had the kind of quarter that generally makes for an effortless earnings tale. Revenue exceeded expectations. Profits outpaced sales growth. Investment banking bounced back, wealth management revenue hit a record, and the firm bought back $177 million of its own stock. But ...

Custom Health Holdings Inc (TSX:CHLT) just landed Buy-rated coverage from Stifel, with analysts setting a C$12 price target and pointing to upside as high as C$18 a share. The pitch: a pill-dispensing platform that's quietly solving one of healthcare's most expensive headaches. That...

Moby summary of Stifel Financial Corp.'s Q2 2026 earnings call

Stifel Financial Corp (SF) reports a 13% increase in net revenue and a 42% surge in investment banking revenue, showcasing robust financial performance and strategic growth.

Stifel Financial (NYSE:SF) reported what executives described as the strongest first half in the company’s history, with second-quarter revenue and earnings rising from a year earlier as wealth management, investment banking and net interest income all contributed to growth. Chairman and CEO Ron Kr

Stifel (SF) delivered earnings and revenue surprises of +5.19% and +3.13%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Financial services firm Stifel Financial (NYSE:SF) reported revenue ahead of Wall Street’s expectations in Q2 CY2026, with sales up 13% year on year to $1.45 billion. Its non-GAAP profit of $1.42 per share was 4.3% above analysts’ consensus estimates.

Charles Schwab (SCHW) delivered earnings and revenue surprises of +5.88% and +2.71%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

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