TickerTalks
Browse all tickers →
TickerTalks›$HSBC
HSHSBC

HSBC Holdings plc

$HSBC·$350B·Banks - Diversified·Financial Services
$100.36+0.2%YTD+24.0%1Y+43.3%
Price updated 6m ago·X counts updated 12d ago
HSHSBC
$HSBCHSBC Holdings plc
$100.36+0.19%37 posts
AI analysisFundamentalsVoices on X
Loading…

On X

The complete picture of $HSBC on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

37X posts · last 7 days
Sep 7Sep 13
Bullish sentimentAI analysisGenerated by AI from underlying data40 posts analyzed · as of 2026-08-11

HSBC chatter combines BingX TradFi perpetuals listings noise with a genuine catalyst: H1 pretax profit $10.1B beat the $9.51B estimate and management announced a $1B share buyback. Sentiment on the underlying is bullish on the beat-and-buyback, though ticker-collision with the platform-listing posts dilutes.

Read what X is saying about $HSBC

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
Free, forever. No credit card.

AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $HSBC — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersAcceleratingAI verdict · as of 2026-09-25

The move is getting stronger, with heavier trading behind it.

Asia-tilted global bank with beat-and-buyback tape and fresh Indian equity broking push

HSBC is a global diversified bank with the majority of its earnings power in Asia, and the tape is running with a genuine operating story rather than a valuation trade.

  • The ADR is up 24% year-to-date and 43% over twelve months on a PE near 17x, with 22% operating margins and $34B of quarterly revenue.
  • H1 pretax profit was $10.1B versus a $9.51B consensus, and management announced a $1B share buyback, plus new senior unsecured notes at 6.061% due 2035.
  • HSBC is re-entering Indian equity broking after 13 years to capture IPO boom flow, extending the higher-return growth push management has telegraphed.

The Q3 print and any additional buyback authorization are the near-term levers for the tape.

Agrees with X sentimentX blends BingX platform-listing chatter with real beat-and-buyback content; the equity-focused portion is aligned with the fundamentals.

What to watch: Q3 pretax profit versus consensus, further buyback authorization, Indian equity broking rollout progress, and Asia loan growth versus the wealth management tailwind.

On the calendar: 2026-10-28 — Q3 2026 earnings (approximate; company confirms)

Read the AI verdict on $HSBC

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
Free, forever. No credit card.

What it does

Plain-English summary of the business — what they sell and how they make money.

Global banking group with deep roots in Asia, providing retail, corporate, and investment banking worldwide.

Industry overviewAI analysisGenerated by AI from underlying data

Where Banks - Diversified sits in its cycle right now — and what that implies for $HSBC.

Banks - Diversified · Financial Services

Capital markets recovery (IPO and M&A pipeline) and sustained higher-for-longer net interest margins are the dual structural drivers; US mega-banks outperformed Canadian peers this week. Elevated buybacks remain a valuation floor; JPM is the focal name with institutional rebalancing on both buy and sell sides.

What this means for $HSBC

Partial — HSBC has deep Asia and Middle East roots; Hong Kong/China exposure introduces different rate dynamics; benefits from global capital markets recovery but less tied to US-specific NIM tailwinds.

Top industry ETF

$KBESPDR S&P Bank ETF
+6.7%YTD
+7.9%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
16.9How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
1.6%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
22.5%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
0.0%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
2.8Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
11.4%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
49.3%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.5Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 4, 2026$2.25$2.24+0.4%
Q1 2026May 5, 2026$2.00$2.18-8.3%
Q4 2025Feb 25, 2026$1.85$1.80+2.8%
Q3 2025Oct 28, 2025$1.80$1.65+9.1%
Next earningsTue, Oct 27·consensus EPS $2.20

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$33.8B-0.0%56.5%27.7%$2.00$0
Q4 FY25$28.2B-18.3%45.8%24.1%$1.35$0
Q3 FY25$33.5B-8.4%53.5%21.8%$1.40$0
Q2 FY25$33.7B-42.6%52.3%18.8%$1.30$0

Forward consensus

5-year forecast · up to 7 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$74.8B$74.1B – $75.8B$8.50$8.34 – $8.747
FY27$78.6B$77.7B – $79.5B$9.41$9.15 – $9.657
FY28$82.8B$81.7B – $83.9B$10.27$10.09 – $10.463
FY29$86.2B$85.0B – $87.4B$11.26$11.07 – $11.473
FY30$91.4B$90.2B – $92.7B$13.15$12.92 – $13.395

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.2×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.82%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-3.1%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+9.6%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMega float · 3.4B shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.0% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.575-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.FilingActive offeringA shelf registration (S-3 / S-3ASR / S-1) or prospectus supplement (424B*) was filed in the last 90 days — the company is registered to (or actively) issuing new shares. Dilution risk.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellMay 7Palomaki Daniel ScottGlobal Financial Controller23.1K sh$419K
+ 2 other (2 awards) in window

See when $HSBC insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
Free, forever. No credit card.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

424B5Prospectus supplement (offering)Sep 4424B5
AI summary

HSBC Holdings plc priced £750 million of 6.061% Fixed Rate/Floating Rate Senior Unsecured Notes due 2035, with interest fixed through September 2034 then converting to quarterly SONIA-based floating payments. The notes are denominated in sterling and issued September 11, 2026. The deal represents HSBC's continued access to sterling debt capital markets for long-dated senior funding.

424B5Prospectus supplement (offering)Aug 7424B5
AI summary

HSBC (HSBC) filed a prospectus supplement (Form 424B5) on 2026-08-07 for an immediate offering of shares at disclosed pricing, raising approximately $2,500,000,000 . Use of proceeds: general corporate purposes. This is dilutive capital activity happening now, distinct from a shelf registration — new shares will be issued. Investors should assess pricing relative to market and stated use of proceeds to evaluate dilution impact.

424B5Prospectus supplement (offering)May 12424B5
424B5Prospectus supplement (offering)May 8424B5
3New insider — initial holdingsApr 23
+ 120 other (106 6-Ks · 4 25-NSEs · 3 CERTs · 3 8-A12Bs) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

HSBC plans India equity broking return after 13 years amid IPO boom, sources sayreuters.com·2d agoHSBC addresses the concerns that are gripping the stock market — and dismisses most of themmarketwatch.com·2d agoAI story is stronger in Asia than in the US, says HSBC's Herald van der Lindeyoutube.com·3d agoHSBC Targets Higher-Return Growth: Can the Stock Keep Climbing?zacks.com·3d agoCan HSBC's Enhanced U.S. Premier Offering Drive Wealth Growth?zacks.com·4d ago

More in Banks - Diversified

Peers in the same group — one click to compare setups, fundamentals, and chatter.

$JPM$BAC$C$SAN$WFC$USB$TD$BMO
Voices on X · last 7 days

No standout posts about $HSBC on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

PrivacyTermsSupport