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?

(Bloomberg) -- The biotechnology sector is stealing the US IPO market thunder from artificial intelligence-related listings, delivering standout returns as bankers line up a steady stream of summer debuts.Most Read from BloombergYemen’s Houthis to Impose Maritime Blockade on Saudi ArabiaChina AI Sensation Moonshot’s Gamble on Big Models Pays OffTrump Vows 50% Tariff on Canadian Goods Using Depression-Era LawMoonshot’s Kimi K3 May Be More About Memory Than ComputeUS Strikes Iran in Escalating Cam

Financial services firm Stifel Financial (NYSE:SF) will be reporting earnings this Wednesday before the bell. Here’s what to expect.

Universal Logistics Holdings is back in focus after analysts trimmed their fair value reference point from US$17.00 to US$15.00, an implied cut of about 11.8% to the price target anchor. This adjustment lines up with research that portrays a mixed setup, where an early truckload recovery is acknowledged but framed as “messy” and heavily shaped by supply-side tightening. Read on to see what this revised US$15 price target could mean for the stock and how to keep track of the evolving analyst...

Errington Metals (EM.V) after trade Tuesday said it has entered into an agreement with Stifel Canada

Over the past six months, Stifel’s shares (currently trading at $75.21) have posted a disappointing 12.7% loss, well below the S&P 500’s 8.4% gain. This might have investors contemplating their next move.

Companies with more cash than debt can be financially resilient, but that doesn’t mean they’re all strong investments. Some lack leverage because they struggle to grow or generate consistent profits, making them unattractive borrowers.