Piper Sandler Companies

Piper Sandler Companies (PIPR) came out with quarterly earnings of $2.95 per share, beating the Zacks Consensus Estimate of $1.99 per share. This compares to earnings of $2.52 per share a year ago. These figures are adjusted for non-recurring items.
This quarterly report represents an earnings surprise of +48.24%. A quarter ago, it was expected that this company would post earnings of $2.42 per share when it actually produced earnings of $4.09, delivering a surprise of +69.01%.
Over the last four quarters, the company has surpassed consensus EPS estimates four times.
Piper Sandler Companies, which belongs to the Zacks Financial - Investment Bank industry, posted revenues of $405.39 million for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 17.61%. This compares to year-ago revenues of $339.18 million. The company has topped consensus revenue estimates three times over the last four quarters.
The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.
Piper Sandler Companies shares have added about 5.1% since the beginning of the year versus the S&P 500's gain of 7.8%.
What's Next for Piper Sandler Companies?
While Piper Sandler Companies has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?
There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.
Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.
Ahead of this earnings release, the estimate revisions trend for Piper Sandler Companies was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.
It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $2.92 on $406.9 million in revenues for the coming quarter and $12.75 on $1.6 billion in revenues for the current fiscal year.
Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Financial - Investment Bank is currently in the top 7% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.
One other stock from the same industry, MarketAxess (MKTX), is yet to report results for the quarter ended June 2025. The results are expected to be released on August 6.
This operator of bond trading platforms is expected to post quarterly earnings of $1.94 per share in its upcoming report, which represents a year-over-year change of +12.8%. The consensus EPS estimate for the quarter has been revised 1.6% lower over the last 30 days to the current level.
MarketAxess' revenues are expected to be $218.18 million, up 10.4% from the year-ago quarter.
Should You Invest in Piper Sandler Companies (PIPR)?
Before you invest in Piper Sandler Companies (PIPR), want to know the best stocks to buy for the next 30 days? Check out Zacks Investment Research for our free report on the 7 best stocks to buy.
Zacks Investment Research has been committed to providing investors with tools and independent research since 1978. For more than a quarter century, the Zacks Rank stock-rating system has more than doubled the S&P 500 with an average gain of +24.08% per year. (These returns cover a period from January 1, 1988 through May 6, 2024.)
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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Piper Sandler Companies (PIPR) Q2 Earnings and Revenues Beat Estimates

Following quite encouraging news from the laboratory on Monday, Amgen (NASDAQ: AMGN) was something of a stock market favorite the following day. Its shares closed the trading session more than 4% higher on the back of both that sentiment and a pair of optimistic analyst takes on the latest development. With that share price rise, Amgen easily beat the S&P 500 index, which slid by 0.1%.
Cancer drug does well in testing
That news concerned Amgen's investigational stomach cancer drug, bemarituzumab. The company announced Monday that, in combination with chemotherapy, the treatment met its primary endpoint of of overall survival for the patients tested in a phase 3 clinical trial. It compared favorably to the results of patients only taking a placebo and receiving chemotherapy.
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The study had an enrollment of 547 patients who suffered from certain types of unresectable locally advanced or metastatic gastric or gastroesophageal junction (G/GEJ) cancer. Amgen pointed out in its press release on the trial's results that gastric cancer is the fifth-leading cause of cancer-related death in the world, with over 650,000 fatalities.
The two immediate analyst reactions to the news were both positive and complimentary. Piper Sandler's David Amsellem reiterated his overweight (i.e., buy) recommendation and $328 per share price target. According to reports, Amsellem said that while there were some concerns with the study, its results were positive, and Amgen could have quite a successful drug on its hands.
Potential blockbuster?
As cancer is a persistent and tough challenge, any advancement in its treatment is cause for optimism. While Amgen could have provided more details of the study (it pledged to do so in an unspecified presentation in the near future), the rough outlines of bemarituzumab are encouraging. The company might very well be on the cusp of success with the drug.
Should you invest $1,000 in Amgen right now?
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Eric Volkman has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Amgen. The Motley Fool has a disclosure policy.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Why Amgen Stock Popped by 4% Today

Nike (NYSE: NKE) stock has been in a downward spiral for the past three years as sales declined, and it appeared to be losing its edge.
But all hope is not lost. The company just reported a strong earnings beat, and it's the leader, by far, in its industry. In fact, one Wall Street analyst sees Nike stock shooting 60% higher over the next 12 to 18 months even after it jumped 15% after earnings.
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Should you buy it today?
Getting back in the game
Nike has been dealing with multiple mishaps. It's reestablishing partnerships with wholesalers after cutting some of them out a few years ago; it's getting back on top of its innovation pipeline; and it's going back to sports after prioritizing lifestyle products.
It has a new CEO whom the investing community is pumped about, and he's been making changes that the market is liking. A full turnaround is still in the works, but Nike reported better-than-expected earnings for the 2025 fiscal fourth quarter (ended May 31), and it looks like the plan is taking shape.
Sales were down 12% from last year in the quarter, with Nike Direct sales down 14%. Gross margin declined by 4.4 percentage points to 40.3%, and earnings per share dropped 86% to $0.14. If that doesn't sound so great to you, consider that Wall Street was expecting only $0.12.
Although there's a long way back up, the market appreciated Nike's update and reassurance about how it's progressing. CEO Elliot Hill restructured innovation to focus on lines rather than categories, keeping the athlete at the center. It also widened its wholesale channels to reach more customers in more places, including premium chain Aritzia and Urban Outfitters, which is geared toward the younger shopper. Notably, it's going back to selling on Amazon after a very public breakup five years ago.
Hill, a Nike veteran who's been in the lead role since October, gave some important examples of progress:
Launches through wholesale partners Dick's Sporting Goods and JD.com led to higher sales.
The day before it hosted a race at its LA-based store at the Grove, a premium shopping center had its highest sales in three years.
It presented its best looks from the French Open finals, leading to a 30% sales increase day to day.
Is Nike losing its grip on first place?
Nike's lead against its competition is so wide that it really has no competition, at least for first place. That gives it some wiggle room to fix its mistakes and work things out before the situation escalates, but investors shouldn't ignore the risks.
Some of its competitors have been posting much better performance despite operating in the same environment. Lululemon Athletica, which hasn't been impressing the market lately, still reported a 7% sales increase in its most recent quarter, and new brand On Holding reported a gargantuan 43% increase.
I often cite the Piper Sandler Taking Stock With Teens survey as a good glimpse of how younger customers are shopping because their trends drive future growth. Nike has been in first place for favorite shoe brand for years, and it remained in first place in the recent spring update.
However, Nike's share fell from recent averages of around 60% to only 49%. Converse, which has recently featured in the No. 2 spot, wasn't in the top three.
These findings aren't alarming, but investors should take them into account when making decisions.
A global industry leader
Nike is still the brand to beat, and as it progresses, it's looking more likely to make a real comeback. Several Wall Street analysts upgraded their price targets after the recent report, including HSBC, which upgraded the stock to a buy and gave a price target of $80. Jefferies maintained its price target of $115, which is 60% higher than the stock's recent price.
Nike also pays a growing dividend that yields 2.2% at the current price, which makes it attractive for passive income investors even while the company is still struggling.
If you have a long timeline, you could buy Nike stock today and enjoy the dividend while the stock gets back to work. It's a blue chip stock that should bounce back and offer resilience over time.
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John Mackey, former CEO of Whole Foods Market, an Amazon subsidiary, is a member of The Motley Fool's board of directors. Jennifer Saibil has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Amazon, Lululemon Athletica Inc., and Nike. The Motley Fool recommends JD.com and On Holding. The Motley Fool has a disclosure policy.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Nike Stock Could Soar 60%, According to 1 Wall Street Analyst. Is It a Buy Now?

In trading on Friday, shares of Piper Sandler Companies (Symbol: PIPR) crossed above their 200 day moving average of $281.93, changing hands as high as $284.34 per share. Piper Sandler Companies shares are currently trading up about 0.8% on the day. The chart below shows the one year performance of PIPR shares, versus its 200 day moving average:
Looking at the chart above, PIPR's low point in its 52 week range is $202.91 per share, with $351.802 as the 52 week high point — that compares with a last trade of $284.44.
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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

PIPR Makes Bullish Cross Above Critical Moving Average

The market hasn't been thrilled with Apple (NASDAQ: AAPL) this year. Its stock tanked after Trump's "Liberation Day" announcements, since its iPhones are predominantly made overseas, and its artificial intelligence (AI) upgrades have underwhelmed. Apple stock is trailing the market, down 21% year to date, even as the S&P 500 is starting to climb again.
Is it as bad as the market thinks? Here's one metric you should see before you decide.
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Apple and the ecosystem
Apple has a wide ecosystem of products and services that generates long-term loyalty and engagement. The company has always been focused on the user experience, with well-designed products that work. The iPhone is its premier product, with more than 2.3 million in circulation, and fans tend to upgrade at high rates.
There's been some lumpiness with iPhone sales over the past few years, since customers bought more phones when the pandemic started, and growth has tapered off. In the fiscal 2025 second quarter (ended March 29), iPhone sales inched up only 2% over last year. However, these users will be due for new phones over the next few years, steering the growth cycle back to historical norms.
Apple has been able to monetize its users with higher-margin services like streaming and fitness apps, which lead to a stronger bottom line. As users engage more with Apple's platform, it reinforces the ecosystem in a positive cycle. Service revenue was up 12% year over year in the second quarter, and earnings per share increased 8%.
This may be why Apple has been slower on the AI uptick than investors have been expecting. Unlike other AI companies like Nvidia and Amazon, Apple's AI platform, Apple Intelligence, is a consumer-facing service rather than a platform or product for developers. Like the rest of its ecosystem, its interest is in producing tools that enhance the user interface and keep its customers happy. Apple is not the kind of company that's going to launch new products or features for hype. It's all about quality, which is why its products are expensive, and for most of its users, worth it.
This ecosystem creates a "stickiness" that makes Apple a great company. Warren Buffett has described it as a "very, very, very special product, and which has an enormously widespread ecosystem, and the product's extremely sticky."
The ecosystem means that customers don't have to go outside of Apple for almost anything tech-related. They can listen to content on Apple Podcasts, stream on Apple TV+, make purchases with Apple Pay, and take pictures with the highly acclaimed iPhone camera. Apple Intelligence will impact these functions with a unified model that should provide benefits across the platform.
Early engagement and long-term rewards
Given the sticky ecosystem, there's a metric every Apple investor should see that bodes well for Apple's long-term success. According to the spring 2025 Piper Sandler Taking Stock With Teens survey, 88% of teens own an iPhone; 25% of them plan to upgrade to an iPhone 17 next year, up from 22% last year.
This is Apple's sticky ecosystem in action. It's attracting younger customers, and as they engage with the platform and become loyal fans, that's a long-term revenue stream. It has a head start on competitors by capturing a younger market, and it has already has a huge lead.
While developers and investors bemoan the state of Apple Intelligence, young users are satisfied with their products. This is the audience that Apple needs to please, and getting it right is all the more important to keep them in the ecosystem.
Apple stock may be slipping right now, but this is an incredible long-term growth driver, and it should boost your confidence in the company's prospects.
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John Mackey, former CEO of Whole Foods Market, an Amazon subsidiary, is a member of The Motley Fool's board of directors. Jennifer Saibil has positions in Apple. The Motley Fool has positions in and recommends Amazon, Apple, and Nvidia. The Motley Fool has a disclosure policy.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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Worried About Apple Slowing Down? 1 Must-See Metric That Might Change Your Mind.

With a market cap of $192.8 billion, Accenture plc (ACN) provides strategy and consulting, technology and operation services in North America and globally. Founded in 1951, the Dublin, Ireland-based company offers systems integration and application management, security, intelligent platform, infrastructure, software engineering, data and AI, and more.
Shares of the IT giant have underperformed the broader market over the past year and in 2025. ACN stock has surged 5.1% over the past 52 weeks and has declined 8.4% on a YTD basis. In comparison, the S&P 500 Index ($SPX) has returned 11.9% over the past year but has dropped marginally in 2025.
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Narrowing the focus, ACN has also underperformed the Technology Select Sector SPDR Fund’s (XLK) 10.8% surge over the past 52 weeks and its 2.1% decline this year.
Accenture’s stock prices dropped 7.3% after the release of its mixed Q2 results on Mar. 20. The company reported a 5.4% year-over-year growth in revenues to $16.7 billion, exceeding the Street’s topline expectations by a small margin. Although the company’s earnings increased nearly 7% year-over-year to $2.82 per share, it missed the Street's expectations by a small margin.
For the current year ending in August, analysts predict ACN’s EPS to increase 6.1% year over year to $12.68. Moreover, the company has surpassed analysts’ consensus estimates in two of the past four quarters, while missing on two occasions.
Among the 24 analysts covering the stock, the consensus rating is a “Moderate Buy.” That’s based on 16 “Strong Buy” ratings, one “Moderate Buy,” and seven “Holds.”
The configuration is slightly more bullish than three months ago, when 15 analysts gave the stock a “Strong Buy.”
On Apr. 16, Piper Sandler Companies (PIPR) analyst Arvind Ramnani maintained Accenture with a “Buy” rating, and adjusted the target price from $364 to $355.
ACN’s mean price target of $361.04 indicates a premium of 12.1% from the current market prices. Its Street-high target of $415 suggests a robust 28.8% upside potential from current price levels.
On the date of publication, Kritika Sarmah did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. For more information please view the Barchart Disclosure Policy here.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Accenture Stock Outlook: Is Wall Street Bullish or Bearish?

Minneapolis, Minnesota-based U.S. Bancorp (USB) is a financial services company that provides various financial services to individuals, businesses, institutional organizations, governmental entities, and other financial institutions. Valued at a market cap of $63.8 billion, the company provides a wide range of financial services, including lending, deposits, cash management, and investment services.
This financial services company has underperformed the broader market over the past 52 weeks. Shares of USB have declined 2% over this time frame, while the broader S&P 500 Index ($SPX) has surged 8.2%. Moreover, on a YTD basis, the stock is down 14.3%, compared to SPX’s 4.7% loss.
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Narrowing the focus, USB’s underperformance looks pronounced when compared to the iShares U.S. Regional Banks ETF’s (IAT) 4.9% gain over the past 52 weeks and 11.1% dip on a YTD basis.
On Apr. 16, shares of USB plunged 2.1% after its Q1 earnings release. The company’s revenue grew 3.6% year-over-year to $7 billion, mainly due to an increase in both tax-equivalent net interest income and noninterest income. Adding to the positives, USB’s credit quality showed improvement, as provisions for credit losses, net charge-offs, and non-performing assets all declined compared to the same period last year. Its efficiency ratio improved to 60.8%, down from 66.4% in the prior-year quarter. Additionally, the company maintained disciplined expense management and achieved 270 basis points of positive adjusted operating leverage. These efforts contributed to a 14.4% year-over-year increase in its adjusted earnings to $1.03 per share.
For the current fiscal year, ending in December, analysts expect USB’s EPS to grow 8.3% year over year to $4.31. The company’s earnings surprise history is promising. It topped the consensus estimates in each of the last four quarters.
Among the 23 analysts covering the stock, the consensus rating is a “Moderate Buy” which is based on 10 “Strong Buy,” three “Moderate Buy,” nine “Hold,” and one “Strong Sell” rating.
This configuration is slightly less bullish than a month ago, with 11 analysts suggesting a “Strong Buy” rating, and two recommending “Moderate Buy.”
On May 5, Piper Sandler Companies (PIPR) analyst Scott Siefers maintained a “Buy” rating on USB and set a price target of $48, which indicates a 17.1% potential upside from the current levels.
The mean price target of $50.17 represents a 22.4% premium from USB’s current price levels, while the Street-high price target of $60 suggests a notable upside potential of 46.4%.
On the date of publication, Neharika Jain did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. For more information please view the Barchart Disclosure Policy here.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

U.S. Bancorp Stock Outlook: Is Wall Street Bullish or Bearish?

EQT Corporation (EQT), headquartered in Pittsburgh, Pennsylvania, operates as a natural gas production company. With a market cap of $31 billion, EQT is an integrated energy company with emphasis on Appalachian area natural-gas supply, transmission, and distribution, offering its products to wholesale and retail customers.
Shares of this leading independent natural gas producer have outperformed the broader market over the past year. EQT has gained 32.9% over this time frame, while the broader S&P 500 Index ($SPX) has rallied nearly 10.2%. In 2025, EQT stock is up 16.1%, surpassing the SPX’s 3.9% decline on a YTD basis.
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Zooming in further, EQT’s outperformance looks more pronounced compared to the SPDR S&P Oil & Gas Exploration & Production ETF (XOP). The exchange-traded fund has declined about 24.8% over the past year. Moreover, EQT’s gains on a YTD basis outshine the ETF’s 14.7% dip over the same time frame.
On Apr. 22, EQT shares closed up more than 1% after reporting its Q1 results. Its adjusted EPS came in at $1.18, up 43.9% year over year. The company’s revenue increased 23.2% year over year to $1.7 billion.
For the current fiscal year, ending in December, analysts expect EQT’s EPS to grow 111.2% to $3.40 on a diluted basis. The company’s earnings surprise history is impressive. It beat the consensus estimate in each of the last four quarters.
Among the 22 analysts covering EQT stock, the consensus is a “Strong Buy.” That’s based on 15 “Strong Buy” ratings, one “Moderate Buy,” and six “Holds.”
This configuration is more bullish than a month ago, with 14 analysts suggesting a “Strong Buy.”
On May 2, Piper Sandler Companies (PIPR) analyst Mark Lear maintained a “Hold” rating on EQT with a price target of $35.
The mean price target of $57.91 represents an 8.2% premium to EQT’s current price levels. The Street-high price target of $74 suggests a notable upside potential of 38.3%.
On the date of publication, Neha Panjwani did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. For more information please view the Barchart Disclosure Policy here.
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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

EQT Corporation Stock: Is Wall Street Bullish or Bearish?

The following are today's upgrades for Validea's Growth Investor model based on the published strategy of Martin Zweig. This strategy looks for growth stocks with persistent accelerating earnings and sales growth, reasonable valuations and low debt.
BOK FINANCIAL CORP (BOKF) is a mid-cap value stock in the Money Center Banks industry. The rating according to our strategy based on Martin Zweig changed from 38% to 85% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.
Company Description: BOK Financial Corporation is a financial holding company. Through its subsidiaries, the Company provides commercial and consumer banking, brokerage trading, investment and trust services, mortgage origination and servicing, and an electronic funds transfer network. Its holdings include BOKF, NA; BOK Financial Securities, Inc., and BOK Financial Private Wealth, Inc. It offers full-service banking in Oklahoma, Texas, New Mexico, Northwest Arkansas, Colorado, Arizona, and Kansas/Missouri. Its segments include Commercial Banking, Consumer Banking, and Wealth Management. Commercial Banking includes lending, treasury and cash management services, and customer commodity risk management products for small businesses, middle market, and larger commercial customers. Consumer Banking includes retail lending and deposit services, lending and deposit services to small business customers served through the retail branch network and all mortgage loan origination and servicing activities.
The following table summarizes whether the stock meets each of this strategy's tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy's criteria.
P/E RATIO:
PASS
REVENUE GROWTH IN RELATION TO EPS GROWTH:
PASS
SALES GROWTH RATE:
PASS
CURRENT QUARTER EARNINGS:
PASS
QUARTERLY EARNINGS ONE YEAR AGO:
PASS
POSITIVE EARNINGS GROWTH RATE FOR CURRENT QUARTER:
PASS
EARNINGS GROWTH RATE FOR THE PAST SEVERAL QUARTERS:
PASS
EPS GROWTH FOR CURRENT QUARTER MUST BE GREATER THAN PRIOR 3 QUARTERS:
PASS
EPS GROWTH FOR CURRENT QUARTER MUST BE GREATER THAN THE HISTORICAL GROWTH RATE:
PASS
EARNINGS PERSISTENCE:
FAIL
LONG-TERM EPS GROWTH:
FAIL
INSIDER TRANSACTIONS:
PASS
Detailed Analysis of BOK FINANCIAL CORP
BOKF Guru Analysis
BOKF Fundamental Analysis
PIPER SANDLER COMPANIES (PIPR) is a mid-cap growth stock in the Investment Services industry. The rating according to our strategy based on Martin Zweig changed from 69% to 85% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.
Company Description: Piper Sandler Companies is an investment bank and institutional securities firm, serving the needs of corporations, private equity groups, public entities, non-profit entities and institutional investors in the United States and internationally. The Company operates in one segment, providing investment banking services, institutional sales and trading services for various equity and fixed income products, and research services. It provides a broad set of products and services, including financial advisory services; equity and debt capital markets products; public finance services; institutional brokerage services; fundamental equity and macro research services; fixed income services; and alternative asset management strategies. The Company operates alternative asset management funds in merchant banking and healthcare in order to invest firm capital and to manage capital from outside investors. It offers both equity and fixed income advisory and trade execution services.
The following table summarizes whether the stock meets each of this strategy's tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy's criteria.
P/E RATIO:
PASS
REVENUE GROWTH IN RELATION TO EPS GROWTH:
FAIL
SALES GROWTH RATE:
PASS
CURRENT QUARTER EARNINGS:
PASS
QUARTERLY EARNINGS ONE YEAR AGO:
PASS
POSITIVE EARNINGS GROWTH RATE FOR CURRENT QUARTER:
PASS
EARNINGS GROWTH RATE FOR THE PAST SEVERAL QUARTERS:
PASS
EPS GROWTH FOR CURRENT QUARTER MUST BE GREATER THAN PRIOR 3 QUARTERS:
PASS
EPS GROWTH FOR CURRENT QUARTER MUST BE GREATER THAN THE HISTORICAL GROWTH RATE:
PASS
EARNINGS PERSISTENCE:
FAIL
LONG-TERM EPS GROWTH:
PASS
INSIDER TRANSACTIONS:
PASS
Detailed Analysis of PIPER SANDLER COMPANIES
PIPR Guru Analysis
PIPR Fundamental Analysis
Martin Zweig Portfolio
About Martin Zweig: During the 15 years that it was monitored, Zweig's stock recommendation newsletter returned an average of 15.9 percent per year, during which time it was ranked number one based on risk-adjusted returns by Hulbert Financial Digest. Zweig has managed both mutual and hedge funds during his career, and he's put the fortune he's compiled to some interesting uses. He has owned what Forbes reported was the most expensive apartment in New York, a $70 million penthouse that sits atop Manhattan's Pierre Hotel, and he is a collector of all sorts of pop culture and historical memorabilia -- among his purchases are the gun used by Clint Eastwood in "Dirty Harry", a stock certificate signed by Commodore Vanderbilt, and even two old-fashioned gas pumps similar to those he'd seen at a nearby gas station while growing up in Cleveland, according to published reports.
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Validea Martin Zweig Strategy Daily Upgrade Report - 5/6/2025

Many investors spent April worrying about the effect of the still-fresh tariff war on their holdings. To hedge against this concern, they sought out stocks considered to be relatively well insulated from possible sudden price spikes of materials and components made abroad.
Enter Chewy (NYSE: CHWY), the next-generation pet food and supply specialist. Chewy fit the profile of a solid, domestically oriented company, and investors piled into the stock. It exited April with an over 15% gain across the month.
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Top hedging candidate
What helped enormously with the narrative that Chewy is a fine hedge was that it was promulgated during the month by several analysts tracking the company.
Citigroup, for one, flagged Chewy in a re-evaluation of top retail stocks it published just after the Trump administration annonuces a slew of "reciprocal" tariffs. According to reports, Citigroup's take was that big retailers were most exposed, owing to their considerable imports of goods from affected nations such as China and India.
On the flip side, Citigroup elevated -- or maintained its bullish views on -- several stocks that it considered to be less dependent on manufacturing from such nations. Chewy was one that the bank left intact as a buy.
Analysts weren't only bullish on the pet goods purveyor because of its domestic focus. Piper Sandler's Anna Andreeva pointed to several solid fundamental reasons for investing in the stock. Just after the Citigroup note was published, she disseminated an update, in which she reiterated her overweight (read: buy) recommendation and $40-per-share price target.
In Andreeva's view, according to reports, the U.S. is set for a rise in overall pet ownership, particularly of cats. She added that veterinarians increasingly favor Chewy's healthcare products. Finally, she commented that Chewy is one of her company's favorite stock titles at the moment.
A company that's maturing well
Chewy's days of white-hot growth are behind it as it matures into a new stage of development -- rather like a puppy or a kitten who's growing up. Yet the company continues to post encouraging growth numbers, not least because it's cleverly pushed its Autoship renewal program on its customers. This approach builds ever-valuable recurring revenue while increasing customer loyalty.
I think the tariff hedge story will fizzle out before long, not least because President Trump and his team have shown a clear willingness to either compromise or carve out significant exemptions. But that leaves the fundamental story with Chewy, and in its case the tale is a compelling one. I'd be on the side of those bullish analysts in considering the company's stock a fine buy candidate.
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Citigroup is an advertising partner of Motley Fool Money. Eric Volkman has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Chewy. The Motley Fool has a disclosure policy.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Indicator	TTM Median
P/E	35.77 13.37
Price/Sales	3.88 1.92
P/B	3.93 1.10
P/FCF	10.34 10.25

Indicator	TTM Median
ROE	12.31 10.06
ROA	8.29 1.13
Net Worth	5.94 0.99
Quick Ratio	0.76 1.40
Current Ratio	1.29 0.96

Indicator	TTM Median
Net Profit Margin	10.83 15.86
Operating Margin	16.45 21.72
Gross Margin	98.68 68.17
Return on tangible equity	17.92 12.03

Indicator	TTM Median
EPS	2.57 0.60
EPS Forecast	2.53 0.61
Revenue	360.00M 85.50M
Gross Profit	354.00M —
EBITDA	72.00M —

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