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PIPIPR

Piper Sandler Companies

$PIPR·$5.2B·Investment - Banking & Investment Services·Financial Services
$71.94+0.8%YTD-15.9%1Y-17.3%
Price updated 8m ago·X counts updated 3d ago
PIPIPR
$PIPRPiper Sandler Companies
$71.94+0.81%7 posts
AI analysisFundamentalsVoices on X
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On X

The complete picture of $PIPR 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.

7X posts · last 7 days
Sep 1Sep 14

AI verdictAI analysisGenerated by AI from underlying data

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

Proven numbersAcceleratingAI verdict · as of 2026-09-16

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

Middle-market investment bank compounding 26-46% top-line with steady beats — shares at 16% of the 52-week range despite the numbers.

Piper Sandler is a $5.2B middle-market investment bank — 96% gross margin, 26% ROE, 11% FCF yield, with a re-emerging deal cycle behind the topline.

  • Q1 revenue $475M was +37% YoY, Q2 $496M was +26%, Q4 was +43% — the deal cycle acceleration is real and multi-quarter.
  • Q2 EPS $1.04 beat $0.875 by 18.9%; Q1 beat by 17.6%; Q4 beat by 45.8% — the model is chronically low.
  • On 2026-09-10, launched Equities Trading in Europe with a new Paris office — international-desk expansion.
  • Insider activity is entirely routine A-Award grants on 2026-09-11 to directors — non-directional.
  • Trades 17x TTM P/E and 9.6x EV/EBITDA — cheap for the growth cadence.
  • Position 16% of 52-week range, -14% YTD, -16.5% TTM — the tape has completely disconnected from the operating story.

Oct 30 Q3 print is the moment the market has to reconcile the growth cadence with the beaten-down chart.

What to watch: Oct 30 Q3 print — M&A advisory backlog and any commentary on European equities-trading ramp; deal-completion pace.

On the calendar: 2026-10-30 — Q3 earnings

no x sample

Read the AI verdict on $PIPR

  • 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
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What it does

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

Investment bank focused on middle-market companies, providing M&A advisory, equity research, and fixed income services across growth sectors.

Industry overviewAI analysisGenerated by AI from underlying data

Where Investment - Banking & Investment Services sits in its cycle right now — and what that implies for $PIPR.

Investment - Banking & Investment Services · Financial Services

Capital-markets recovery (IPO pipeline, M&A volumes) is the primary catalyst; IBKR earns meaningful net interest income on $182B of idle client cash, creating sensitivity to the rate-cut pace. Anthropic IPO speculation is a concrete near-term catalyst named in analyst coverage this week.

What this means for $PIPR

Partial — middle-market M&A advisory and equity capital markets; Paris equities trading launch targets European flow; capital markets recovery volume is the key swing factor.

Top industry ETF

$XLFFinancial Select Sector SPDR
+3.7%YTD
+4.4%1Y

Fundamentals & catalyst

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

Key ratios

P/E
16.7How 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
25.9%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
23.2%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
11.2%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
2.4Same 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
23.5%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
96.5%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
0.1Total 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 2026Jul 30, 2026$1.04$0.88+18.9%
Q1 2026May 1, 2026$1.00$0.85+17.6%
Q4 2025Feb 6, 2026$1.72$1.18+45.8%
Q3 2025Oct 31, 2025$0.95$0.79+19.8%
Next earningsFri, Oct 30·consensus EPS $0.95

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q2 FY26$496.3M+26.0%95.5%20.4%$1.00—
Q1 FY26$475.1M+36.6%96.1%18.7%$0.96$-316.9M
Q4 FY25$667.0M+42.5%95.2%28.5%$1.69$844.0M
Q3 FY25$462.4M+32.2%99.8%23.2%$0.90$25.9M

Forward consensus

3-year forecast · up to 3 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$2.1B$2.0B – $2.1B$4.63$4.55 – $4.703
FY27$2.3B$2.3B – $2.4B$5.50$5.40 – $5.583
FY28$2.5B$2.4B – $2.5B$0.00$0.00 – $0.001

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.1.3×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.10%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.-5.3%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.-11.3%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 68.6M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.0% 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.β1.415-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.

Insider activity

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

Recent transactions

SellMay 5Jonathan J DoyleHd of Financial Services Group45.0K sh$3.6MSellMay 4Jonathan J DoyleHd of Financial Services Group45.0K sh$3.5M
+ 26 other (26 awards) in window

See when $PIPR 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

8-KShareholder voteMay 218-K — Item 5.07: Shareholder vote
3/ANew insider — initial holdingsApr 243/A
8-KCharter amendmentMar 238-K — Item 5.03: Charter amendment · Item 8.01: Other event
+ 11 other (3 13Gs · 3 proxys · 2 10-Qs · 2 earnings 8-Ks) in window

Recent news

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

United States Antimony Corporation to Participate in Piper Sandler Growth Frontiers Conference This Weekaccessnewswire.com·3d agoPiper Sandler Launches Equities Trading in Europe with New Office Opening in Parisgurufocus.com·8d agoPiper Sandler Launches Equities Trading in Europe with New Office Opening in Parisbusinesswire.com·8d agoPiper Sandler Companies: 'Pretty Good, Just Not Great And Robust'seekingalpha.com·19d agoBeyond Big Tech: 3 Non-Tech Earnings Winners to Watchmarketbeat.com·23d ago

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Voices on X · last 7 days

No standout posts about $PIPR 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.

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