NYSE:SF
NYSE:SFCapital Markets

How Record Client Assets and Elevated Activity Will Impact Stifel Financial (SF) Investors

Earlier in December, Stifel Financial reported selected operating results for November 2025, highlighting record total client assets and fee-based client assets, which rose 8% and 14% year over year on the back of strong adviser recruiting and market gains. Management also pointed to elevated Institutional Group client activity and voiced confidence in a strong fourth quarter despite the government shutdown, underscoring how Stifel’s recruitment push is translating into higher client...
NYSE:PFSI
NYSE:PFSIDiversified Financial

Will Strong Q3 Results and New Debt Issuance Change PennyMac Financial Services' (PFSI) Narrative?

PennyMac Financial Services, a U.S. mortgage finance company, recently reported Q3 2025 results that exceeded analyst expectations for earnings per share and revenue, while its subsidiary PennyMac Corp. priced US$75,000,000 of 8.500% exchangeable senior notes due 2029 to refinance existing debt and support general corporate needs. At the same time, fresh analyst coverage highlighting potential for steadier earnings alongside a backdrop of easing inflation and Treasury yields has improved...
NasdaqGS:WSBC
NasdaqGS:WSBCBanks

Does Piper Sandler’s Rate-Driven Thesis Recast WesBanco’s (WSBC) Core Earnings Story?

Piper Sandler previously initiated coverage on WesBanco (WSBC) with an Overweight rating, basing its view on expectations for lower short-term Federal Reserve rates, a modestly steeper yield curve, and a solid economic backdrop for bank credit and growth. This renewed analyst attention on WesBanco’s interest-rate sensitivity and earnings outlook has sharpened investor focus on how its business mix might respond to a changing rate cycle. We’ll now examine how Piper Sandler’s emphasis on...
NasdaqGS:ANAB
NasdaqGS:ANABBiotechs

AnaptysBio (ANAB): Assessing an 8x Price-to-Sales Valuation After a Strong Share Price Run-Up

AnaptysBio (ANAB) has quietly turned into a strong momentum story, with the stock up about 3% on the day, roughly 9% over the past week, and more than 30% this month. See our latest analysis for AnaptysBio. Zooming out, that sharp 1 day and 30 day share price momentum sits on top of a powerful year to date share price return, while the 1 year total shareholder return shows that optimism has been building for some time. If AnaptysBio's surge has you rethinking your exposure to biotech, it...
OTCPK:LKNC.Y
OTCPK:LKNC.YHospitality

Luckin’s Rapid Expansion And Premium Acquisition Talks Might Change The Case For Investing In LKNC.Y

In recent weeks, Luckin Coffee reported double-digit growth in store count, monthly active customers, same-store sales, and revenue, while also confirming it is in early-stage talks to acquire premium brands such as Nestlé’s Blue Bottle Coffee and the operator of % Arabica’s China business. This combination of rapid operational expansion and a potential move upmarket into premium coffee suggests Luckin is testing how far its model can stretch beyond low-priced, app-driven beverages. With...