オプションチェーンは、Select Water Solutionsの株式オプションの主要データを様々な行使価格と満期日で表示します。トレーダーはこの情報を使用して、潜在的な取引を分析し、Select Water Solutionsの市場センチメントを評価します。.

Select Water Solutions (NYSE:WTTR) 株価情報, オプションチェーン

Select Water Solutions

Select Energy Services

Select Water Solutions Inc provides sustainable water and chemical solutions to the energy industry. These solutions are supported by the company's critical water infrastructure assets, chemical manufacturing, and water treatment and recycling capabilities. Its reportable segments are Water Services, Water Infrastructure, and Chemical Technologies. It generates the majority of its revenue from Water Services.

Select Water Solutions, Inc. Class A common stock

Select Water Solutions Inc

BWS Financial analyst Hamed Khorsand maintains Xperi (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XPER#NYSE">XPER</a>) with a Top Pick and maintains $30 price target.

News

Price Target

Analyst Ratings

XPER

BWS Financial Maintains Top Pick on Xperi, Maintains $30 Price Target

Morgan Stanley analyst James Faucette maintains Q2 Holdings (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/QTWO#NYSE">QTWO</a>) with a Equal-Weight and raises the price target from $65 to $90.

QTWO

Morgan Stanley Maintains Equal-Weight on Q2 Holdings, Raises Price Target to $90

<a href="https://www.detroitnews.com/story/business/autos/general-motors/2024/11/07/gm-ending-cadillac-xt4-production-in-january/76112996007/#:~:text=General%20Motors%20Co.%20is%20ending,Malibu%20sedan%20ended%20this%20month" title="https://www.detroitnews.com/story/business/autos/general-motors/2024/11/07/gm-ending-cadillac-xt4-production-in-january/76112996007/#:~:text=General%20Motors%20Co.%20is%20ending,Malibu%20sedan%20ended%20this%20month">https://www.detroitnews.com/story/business/autos/general-motors/2024/11/07/gm-ending-cadillac-xt4-production-in-january/76112996007/#:~:text=General%20Motors%20Co.%20is%20ending,Malibu%20sedan%20ended%20this%20month</a>.

'GM ending Cadillac XT4 production in January' - Detroit News

<a href="https://www.youtube.com/watch?v=8rQlEH86FCM" title="https://www.youtube.com/watch?v=8rQlEH86FCM">https://www.youtube.com/watch?v=8rQlEH86FCM</a>

Macro Economic Events

Economics

Federal Reserve

Fed's Chair Powell Says Economy Is Strong; Labor Market Remains Solid; Inflation Has Eased Substantially; Committed To Maintaining Economy's Strength; Fed Took Another Step In Reducing Policy Restraint; Continue To Be Confident That With Recalibration Of Stance, Inflation Moves Sustainably Down To 2%

WIIM

ARDT

Ardent Health Partners shares are trading higher after the company raised its FY24 guidance.

SolarEdge Technologies, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SEDG#NASDAQ">SEDG</a>) shares are <a target="_blank" href="https://www.benzinga.com/movers" rel="noreferrer noopener">trading relatively flat on Thursday.</a>
Yesterday, the company reported third-quarter results, with revenues of $260.9 million, down 2% from $265.4 million in the prior quarter and down 64% from $725.3 million in the same quarter last year.
Revenues from the solar segment were $247.5 million, down 63% from $676.9 million in the same quarter last year.
Here are the analysts&#8217; takes on the <a target="_blank" href="https://www.benzinga.com//node/41806208" rel="noreferrer noopener">earnings results</a>:
Piper Sandler analyst Kashy Harrison downgraded the stock to Underweight from Neutral, lowering the price forecast to $9 from $17.
The analyst sees cash flow challenges ahead due to normal DSOs/DPOs, weak sales, rising U.S. manufacturing costs, European issues, and the Tesla threat.
The analyst suggests a capital raise and major cost cuts are necessary for survival. Harrison widens the FY24 loss estimate per share to $(21.08) from $(7.20).
Truist Securities analyst Jordan Levy reiterated the Hold rating on the stock, with an unchanged price forecast of $20.
According to the analyst, the topline miss is primarily due to continued weakness in Europe, where MW volumes fell over 30%, while North American volumes rose by a similar percentage.
Further, topline and the gross margin guidance for the fourth quarter fell short of Street estimates, while the Opex guidance was slightly below the Street estimates.
Also Read: <a target="_blank" href="https://www.benzinga.com/trading-ideas/long-ideas/24/11/41807202/microsoft-shows-room-to-climb-as-tesla-nvidia-amazon-near-52-week-highs" rel="noreferrer noopener">Microsoft Shows Room To Climb As Tesla, Nvidia, Amazon Near 52-Week Highs</a>
Roth MKM analyst Philip Shen reiterated the Neutral rating on the stock, loweing the price forecast to $12 from $20.
The largest third-quarter writedowns were for excess and obsolete inventory, as the company no longer expects to sell it due to reduced demand in the EU, Shen notes.
The analyst writes that the company aims to return to profitability by focusing on financial stability, regaining market share, and refocusing on core businesses.
It is also reducing costs, streamlining operations in profitable markets, and investing in technology for future growth, Shen notes.
KeyBanc Capital Markets analyst Sophie Karp noted that the company is banking on strong demand for U.S.-made products, alongside new offerings and software, to fuel growth in the next industry cycle.
However, the ongoing demand slump, coupled with recent election developments, is likely to dampen investor interest for now, the analyst writes. The analyst rates SEDG shares Sector Weight.
Price Action: SEDG shares are trading lower by 1.41% to $14.47 at last check Thursday.
Image via Pixabay
Read Next:
<ul>
<li><a href="https://www.benzinga.com/markets/equities/24/11/41794926/trump-white-house-could-unlock-trillion-dollar-ai-potential-for-tesla-says-dan-ives" target="_blank" rel="noreferrer noopener">Trump White House Could Unlock Trillion-Dollar AI Potential For Tesla, Says Dan Ives</a></li>
</ul>

Analyst Color

Equities

Downgrades

Reiteration

Markets

Movers

Trading Ideas

General

SEDG

TSLA

SolarEdge Q3 Results Miss Expectations; Analysts Warn Of Cash Flow Challenges And Need For Cost Cuts

Whales with a lot of money to spend have taken a noticeably bullish stance on Arista Networks.
Looking at options history for Arista Networks (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ANET#NYSE">ANET</a>) we detected 26 trades.
If we consider the specifics of each trade, it is accurate to state that 38% of the investors opened trades with bullish expectations and 23% with bearish.
From the overall spotted trades, 5 are puts, for a total amount of $522,189 and 21, calls, for a total amount of $964,976.
<h3>Predicted Price Range</h3>
Analyzing the Volume and Open Interest in these contracts, it seems that the big players have been eyeing a price window from $370.0 to $600.0 for Arista Networks during the past quarter. 
<h3>Volume &amp; Open Interest Development</h3>
Looking at the volume and open interest is an insightful way to conduct due diligence on a stock.
This data can help you track the liquidity and interest for Arista Networks's options for a given strike price.
Below, we can observe the evolution of the volume and open interest of calls and puts, respectively, for all of Arista Networks's whale activity within a strike price range from $370.0 to $600.0 in the last 30 days. 
<h3>Arista Networks Call and Put Volume: 30-Day Overview</h3>
<img src="https://www.benzinga.com/files/images/story/2024/1731007897_0.png" alt="Options Call Chart" />
<h3>Significant Options Trades Detected:</h3>

<table>
<thead>
<tr>
<th>Symbol</th>
<th>PUT/CALL</th>
<th>Trade Type</th>
<th>Sentiment</th>
<th>Exp. Date</th>
<th>Ask</th>
<th>Bid</th>
<th>Price</th>
<th>Strike Price</th>
<th>Total Trade Price</th>
<th align="right">Open Interest</th>
<th align="right">Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>ANET</td>
<td>PUT</td>
<td>SWEEP</td>
<td>NEUTRAL</td>
<td>01/17/25</td>
<td>$9.5</td>
<td>$9.2</td>
<td>$9.36</td>
<td>$370.00</td>
<td>$362.4K</td>
<td align="right">115</td>
<td align="right">392</td>
</tr>
<tr>
<td>ANET</td>
<td>CALL</td>
<td>TRADE</td>
<td>NEUTRAL</td>
<td>01/16/26</td>
<td>$88.5</td>
<td>$86.2</td>
<td>$87.3</td>
<td>$430.00</td>
<td>$87.3K</td>
<td align="right">60</td>
<td align="right">49</td>
</tr>
<tr>
<td>ANET</td>
<td>CALL</td>
<td>TRADE</td>
<td>NEUTRAL</td>
<td>01/16/26</td>
<td>$88.3</td>
<td>$84.9</td>
<td>$86.65</td>
<td>$430.00</td>
<td>$86.6K</td>
<td align="right">60</td>
<td align="right">24</td>
</tr>
<tr>
<td>ANET</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>01/16/26</td>
<td>$88.4</td>
<td>$88.0</td>
<td>$88.0</td>
<td>$430.00</td>
<td>$70.4K</td>
<td align="right">60</td>
<td align="right">115</td>
</tr>
<tr>
<td>ANET</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>11/08/24</td>
<td>$14.0</td>
<td>$14.0</td>
<td>$14.0</td>
<td>$440.00</td>
<td>$70.0K</td>
<td align="right">692</td>
<td align="right">51</td>
</tr>
</tbody>
</table>

<h3>About Arista Networks</h3>
Arista Networks is a networking equipment provider that primarily sells Ethernet switches and software to data centers. Its marquee product is its extensible operating system, or EOS, that runs a single image across every single one of its devices. The firm operates as one reportable segment. It has steadily gained market share since its founding in 2004, with a focus on high-speed applications. Arista counts Microsoft and Meta Platforms as its largest customers and derives roughly three quarters of its sales from North America.
In light of the recent options history for Arista Networks, it's now appropriate to focus on the company itself. We aim to explore its current performance.
<h3>Where Is Arista Networks Standing Right Now?</h3>
<ul>
<li>Trading volume stands at 1,293,445, with ANET's price up by 1.21%, positioned at $428.26.</li>
<li>RSI indicators show the stock to be may be approaching overbought.</li>
<li>Earnings announcement expected in 0 days.</li>
</ul>
<h3>What Analysts Are Saying About Arista Networks</h3>
A total of 1 professional analysts have given their take on this stock in the last 30 days, setting an average price target of $460.0.
Unusual Options Activity Detected: Smart Money on the Move
Benzinga Edge's Unusual Options board spots potential market movers before they happen. See what positions big money is taking on your favorite stocks. <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-checkout/?t=Be8be9arja3be22bz20&amp;utm_source=benzinga-insights">Click here for access</a>. 
&#x2A; Consistent in their evaluation, an analyst from Wells Fargo keeps a Overweight rating on Arista Networks with a target price of $460. 
Options are a riskier asset compared to just trading the stock, but they have higher profit potential. Serious options traders manage this risk by educating themselves daily, scaling in and out of trades, following more than one indicator, and following the markets closely.
If you want to stay updated on the latest options trades for Arista Networks, <a href="https://benzinga.grsm.io/register174">Benzinga Pro</a> gives you real-time options trades alerts.

Options

ANET

Decoding Arista Networks's Options Activity: What's the Big Picture?

Investors with a lot of money to spend have taken a bearish stance on BlackRock (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BLK#NYSE">BLK</a>).
And retail traders should know.
We noticed this today when the trades showed up on publicly available options history that we track here at Benzinga.
Whether these are institutions or just wealthy individuals, we don't know. But when something this big happens with BLK, it often means somebody knows something is about to happen.
So how do we know what these investors just did? 
Today, <a href="https://pro.benzinga.com/?utm_source=insights">Benzinga</a>'s options scanner spotted 8 uncommon options trades for BlackRock.
This isn't normal.
The overall sentiment of these big-money traders is split between 12% bullish and 50%, bearish.
Out of all of the special options we uncovered, 3 are puts, for a total amount of $88,735, and 5 are calls, for a total amount of $747,184.
<h3>What's The Price Target?</h3>
Analyzing the Volume and Open Interest in these contracts, it seems that the big players have been eyeing a price window from $470.0 to $1100.0 for BlackRock during the past quarter. 
<h3>Analyzing Volume &amp; Open Interest</h3>
Examining the volume and open interest provides crucial insights into stock research. This information is key in gauging liquidity and interest levels for BlackRock's options at certain strike prices. Below, we present a snapshot of the trends in volume and open interest for calls and puts across BlackRock's significant trades, within a strike price range of $470.0 to $1100.0, over the past month.
<h3>BlackRock 30-Day Option Volume &amp; Interest Snapshot</h3>
<img src="https://www.benzinga.com/files/images/story/2024/1731007893_0.png" alt="Options Call Chart" />
<h3>Noteworthy Options Activity:</h3>

<table>
<thead>
<tr>
<th>Symbol</th>
<th>PUT/CALL</th>
<th>Trade Type</th>
<th>Sentiment</th>
<th>Exp. Date</th>
<th>Ask</th>
<th>Bid</th>
<th>Price</th>
<th>Strike Price</th>
<th>Total Trade Price</th>
<th align="right">Open Interest</th>
<th align="right">Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>BLK</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>01/15/27</td>
<td>$586.0</td>
<td>$579.0</td>
<td>$581.38</td>
<td>$470.00</td>
<td>$465.1K</td>
<td align="right">9</td>
<td align="right">8</td>
</tr>
<tr>
<td>BLK</td>
<td>CALL</td>
<td>TRADE</td>
<td>NEUTRAL</td>
<td>01/15/27</td>
<td>$202.6</td>
<td>$184.3</td>
<td>$192.0</td>
<td>$990.00</td>
<td>$134.4K</td>
<td align="right">7</td>
<td align="right">0</td>
</tr>
<tr>
<td>BLK</td>
<td>CALL</td>
<td>TRADE</td>
<td>NEUTRAL</td>
<td>11/15/24</td>
<td>$37.1</td>
<td>$30.6</td>
<td>$33.8</td>
<td>$1010.00</td>
<td>$67.6K</td>
<td align="right">106</td>
<td align="right">20</td>
</tr>
<tr>
<td>BLK</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>07/18/25</td>
<td>$265.6</td>
<td>$258.5</td>
<td>$259.9</td>
<td>$800.00</td>
<td>$51.9K</td>
<td align="right">0</td>
<td align="right">2</td>
</tr>
<tr>
<td>BLK</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>01/17/25</td>
<td>$45.1</td>
<td>$44.4</td>
<td>$45.1</td>
<td>$1050.00</td>
<td>$31.5K</td>
<td align="right">17</td>
<td align="right">7</td>
</tr>
</tbody>
</table>

<h3>About BlackRock</h3>
BlackRock is the largest asset manager in the world, with $11.475 trillion in assets under management at the end of September 2024. Its product mix is fairly diverse, with 55% of managed assets in equity strategies, 26% in fixed income, 9% in multi-asset classes, 7% in money market funds, and 3% in alternatives. Passive strategies account for around two thirds of long-term AUM, with the company's ETF platform maintaining a leading market share domestically and on a global basis. Product distribution is weighted more toward institutional clients, which by our calculations account for around 80% of AUM. BlackRock is geographically diverse, with clients in more than 100 countries and more than one third of managed assets coming from investors domiciled outside the US and Canada.
<h3>Current Position of BlackRock</h3>
<ul>
<li>With a trading volume of 270,360, the price of BLK is up by 0.82%, reaching $1038.21.</li>
<li>Current RSI values indicate that the stock is may be overbought.</li>
<li>Next earnings report is scheduled for 64 days from now.</li>
</ul>
<h3>Expert Opinions on BlackRock</h3>
In the last month, 5 experts released ratings on this stock with an average target price of $1052.2.
Unusual Options Activity Detected: Smart Money on the Move
Benzinga Edge's Unusual Options board spots potential market movers before they happen. See what positions big money is taking on your favorite stocks. <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-checkout/?t=Be8be9arja3be22bz20&amp;utm_source=benzinga-insights">Click here for access</a>. 
&#x2A; Consistent in their evaluation, an analyst from TD Cowen keeps a Buy rating on BlackRock with a target price of $1077. 
&#x2A; An analyst from Wells Fargo persists with their Overweight rating on BlackRock, maintaining a target price of $1070. 
&#x2A; An analyst from JP Morgan has decided to maintain their Neutral rating on BlackRock, which currently sits at a price target of $914. 
&#x2A; An analyst from Evercore ISI Group persists with their Outperform rating on BlackRock, maintaining a target price of $1160. 
&#x2A; Consistent in their evaluation, an analyst from Evercore ISI Group keeps a Outperform rating on BlackRock with a target price of $1040. 
Options are a riskier asset compared to just trading the stock, but they have higher profit potential. Serious options traders manage this risk by educating themselves daily, scaling in and out of trades, following more than one indicator, and following the markets closely.
If you want to stay updated on the latest options trades for BlackRock, <a href="https://benzinga.grsm.io/register174">Benzinga Pro</a> gives you real-time options trades alerts.

This Is What Whales Are Betting On BlackRock

Investors with a lot of money to spend have taken a bullish stance on BILL Holdings (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BILL#NYSE">BILL</a>).
And retail traders should know.
We noticed this today when the trades showed up on publicly available options history that we track here at Benzinga.
Whether these are institutions or just wealthy individuals, we don't know. But when something this big happens with BILL, it often means somebody knows something is about to happen.
So how do we know what these investors just did? 
Today, <a href="https://pro.benzinga.com/?utm_source=insights">Benzinga</a>'s options scanner spotted 8 uncommon options trades for BILL Holdings.
This isn't normal.
The overall sentiment of these big-money traders is split between 37% bullish and 37%, bearish.
Out of all of the special options we uncovered, 3 are puts, for a total amount of $127,025, and 5 are calls, for a total amount of $411,563.
<h3>Projected Price Targets</h3>
Analyzing the Volume and Open Interest in these contracts, it seems that the big players have been eyeing a price window from $45.0 to $80.0 for BILL Holdings during the past quarter. 
<h3>Analyzing Volume &amp; Open Interest</h3>
In today's trading context, the average open interest for options of BILL Holdings stands at 229.5, with a total volume reaching 1,400.00. The accompanying chart delineates the progression of both call and put option volume and open interest for high-value trades in BILL Holdings, situated within the strike price corridor from $45.0 to $80.0, throughout the last 30 days.
<h3>BILL Holdings Call and Put Volume: 30-Day Overview</h3>
<img src="https://www.benzinga.com/files/images/story/2024/1731007887_0.png" alt="Options Call Chart" />
<h3>Significant Options Trades Detected:</h3>

<table>
<thead>
<tr>
<th>Symbol</th>
<th>PUT/CALL</th>
<th>Trade Type</th>
<th>Sentiment</th>
<th>Exp. Date</th>
<th>Ask</th>
<th>Bid</th>
<th>Price</th>
<th>Strike Price</th>
<th>Total Trade Price</th>
<th align="right">Open Interest</th>
<th align="right">Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>BILL</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>11/08/24</td>
<td>$3.0</td>
<td>$2.7</td>
<td>$3.0</td>
<td>$67.00</td>
<td>$141.3K</td>
<td align="right">306</td>
<td align="right">477</td>
</tr>
<tr>
<td>BILL</td>
<td>CALL</td>
<td>TRADE</td>
<td>NEUTRAL</td>
<td>12/20/24</td>
<td>$19.0</td>
<td>$17.6</td>
<td>$18.39</td>
<td>$47.50</td>
<td>$73.5K</td>
<td align="right">8</td>
<td align="right">40</td>
</tr>
<tr>
<td>BILL</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>11/15/24</td>
<td>$12.0</td>
<td>$10.5</td>
<td>$12.1</td>
<td>$55.00</td>
<td>$72.6K</td>
<td align="right">849</td>
<td align="right">64</td>
</tr>
<tr>
<td>BILL</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>01/17/25</td>
<td>$16.9</td>
<td>$15.9</td>
<td>$16.51</td>
<td>$50.00</td>
<td>$66.0K</td>
<td align="right">522</td>
<td align="right">40</td>
</tr>
<tr>
<td>BILL</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>12/20/24</td>
<td>$21.2</td>
<td>$20.0</td>
<td>$20.72</td>
<td>$45.00</td>
<td>$58.0K</td>
<td align="right">1</td>
<td align="right">28</td>
</tr>
</tbody>
</table>

<h3>About BILL Holdings</h3>
BILL Holdings Inc is a provider of software-as-a-service, cloud-based payments and spend and expense management products, which allow users to automate accounts payable and accounts receivable transactions, enable businesses to easily connect with their suppliers or customers to do business, eliminate expense reports, manage cash flows and improve back office efficiency. Initial Public Offering and Follow-on Offering.
In light of the recent options history for BILL Holdings, it's now appropriate to focus on the company itself. We aim to explore its current performance.
<h3>Current Position of BILL Holdings</h3>
<ul>
<li>Currently trading with a volume of 1,332,456, the BILL's price is up by 1.34%, now at $65.58. </li>
<li>RSI readings suggest the stock is currently may be overbought.</li>
<li>Anticipated earnings release is in 0 days.</li>
</ul>
<h3>What The Experts Say On BILL Holdings</h3>
A total of 2 professional analysts have given their take on this stock in the last 30 days, setting an average price target of $61.0.
Turn $1000 into $1270 in just 20 days?
20-year pro options trader reveals his one-line chart technique that shows when to buy and sell. Copy his trades, which have had averaged a 27% profit every 20 days. <a href="https://www.benzinga.com/premium/ideas/options-moneyline-2/?t=Moop1arja3be22op14&amp;utm_source=benzinga-insights">Click here for access</a>. 
&#x2A; Consistent in their evaluation, an analyst from Goldman Sachs keeps a Neutral rating on BILL Holdings with a target price of $60. 
&#x2A; An analyst from Baird has decided to maintain their Neutral rating on BILL Holdings, which currently sits at a price target of $62. 
Options are a riskier asset compared to just trading the stock, but they have higher profit potential. Serious options traders manage this risk by educating themselves daily, scaling in and out of trades, following more than one indicator, and following the markets closely.
If you want to stay updated on the latest options trades for BILL Holdings, <a href="https://benzinga.grsm.io/register174">Benzinga Pro</a> gives you real-time options trades alerts.

BILL

BILL Holdings Unusual Options Activity

Barrington Research analyst James Goss maintains Warner Bros. Discovery (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/WBD#NASDAQ">WBD</a>) with a Outperform and maintains $12 price target.

Barrington Research Maintains Outperform on Warner Bros. Discovery, Maintains $12 Price Target

<a href="https://www.youtube.com/live/8rQlEH86FCM?si=Ve4Lw8tbgJbwuWCR" title="https://www.youtube.com/live/8rQlEH86FCM?si=Ve4Lw8tbgJbwuWCR">https://www.youtube.com/live/8rQlEH86FCM?si=Ve4Lw8tbgJbwuWCR</a>

FOMC Press Conference November 7, 2024

Financial stocks have surged ahead of tech in year-to-date performance, fueled by a Trump-led rally on Wednesday that lifted banks and brokers amid investor expectations of a <a href="https://www.benzinga.com/topic/donald-trump">deregulation-friendly political landscape ahead.</a>
The Financial Select Sector SPDR Fund (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XLF#NYSE">XLF</a>) has risen by 30% in 2024, outpacing the Technology Select Sector SPDR Fund (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XLK#NYSE">XLK</a>), which is up 26% this year. 
Small and mid-sized banks, tracked by the SPDR S&amp;P Regional Banking ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/KRE#NYSE">KRE</a>), have also seen strong performance, with a 13% jump following election results, bringing them in line with tech sector gains. 
Financial stocks, which have lagged behind technology for six of the past seven years, are now catching up, propelled by renewed optimism for deregulation and M&amp;A activities.
<h1 class="wp-block-heading">Analysts Expect M&amp;A Activity to Heat Up</h1>
With the Trump administration&#8217;s return to the White House, analysts are projecting a significant uptick in mergers and acquisitions (M&amp;A) in the financial sector.
&#8220;Under the upcoming Trump II administration, we expect a more favorable backdrop for M&amp;A which could lead to additional activity in the space after having been quiet for the past few years,&#8221; said Anthony Elian, CFA, analyst at JPMorgan.
Lower regulatory barriers could pave the way for consolidation among smaller banks, while larger financial institutions are expected to benefit from a more active capital markets environment. 
Read also: <a href="https://www.benzinga.com/etfs/sector-etfs/24/11/41788181/regional-bank-stocks-notch-strongest-day-in-4-years-why-analysts-expect-several-tailwinds-from-t">Regional Bank Stocks Notch Strongest Day In 4 Years: Why Analysts Expect &#8216;Several Tailwinds&#8217; From Trump Policies</a>
<h1 class="wp-block-heading">A Lighter Regulatory Touch Boosts FinTech and Digital Assets</h1>
Devin Ryan, analyst at Citizens JMP Securities, highlighted that a Trump-led "sweep of Congress" could significantly ease regulatory pressures for the broader financial and fintech sectors.
&#8220;The &#8216;Trump Trade&#8217; had already been underway in the market in recent weeks, but the resounding presidential win, and perhaps more importantly, likely sweep of Congress, is adding fuel to the fire in stock moves,&#8221; Ryan explained.
For fintech firms, this shift could relieve recent regulatory scrutiny, particularly in areas such as connectivity with traditional banks and practices overseen by the Consumer Financial Protection Bureau (CFPB). Companies involved in digital assets stand to benefit even more, as regulatory clarity would open the door for new market entrants and increase industry participation.
"Digital assets could arguably be the biggest winner of them all," said Ryan, who sees sentiment in the space "improving materially from here." 
Ryan indicates the political climate has shifted to one more favorable for cryptocurrencies, as policymakers begin to recognize the economic and electoral weight of pro-crypto sentiment.
The expert is particularly bullish on several key players in the financial sector. 
Among asset managers and retail brokers poised to capitalize on the deregulation wave, Citizens JMP Securities&#8217; top picks are:
<figure class="wp-block-table is-style-stripes"> 
<table>
<thead>
<tr>
<th>Company</th>
<th>Price Target</th>
<th>Sector</th>
</tr>
</thead>
<tbody>
<tr>
<td>Perella Weinberg Partners (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PWP#NASDAQ">PWP</a>)</td>
<td> $26</td>
<td> Investment Banking</td>
</tr>
<tr>
<td>Blue Owl Capital Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/OWL#NYSE">OWL</a>)</td>
<td> $25</td>
<td> Alternative Asset Mgmt</td>
</tr>
<tr>
<td>Carlyle Group Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CG#NASDAQ">CG</a>)</td>
<td> $60</td>
<td> Private Equity</td>
</tr>
<tr>
<td>LPL Financial (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LPLA#NASDAQ">LPLA</a>)</td>
<td>$310</td>
<td> Wealth Management</td>
</tr>
<tr>
<td>Charles Schwab Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SCHW#NYSE">SCHW</a>)</td>
<td> $84</td>
<td> Retail Brokerage</td>
</tr>
</tbody>
</table>
</figure>
In fintech, Ryan sees considerable upside for digital asset players and platforms with a strong foothold in crypto and private markets. His top picks include:
<figure class="wp-block-table is-style-stripes"> 
<table>
<thead>
<tr>
<th>Company</th>
<th>Price Target</th>
<th>Key Segment</th>
</tr>
</thead>
<tbody>
<tr>
<td>Robinhood Markets Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/HOOD#NASDAQ">HOOD</a>)</td>
<td> $33</td>
<td> Retail Brokerage, Crypto</td>
</tr>
<tr>
<td>Forge Global Holdings Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FRGE#NYSE">FRGE</a>)</td>
<td> $7</td>
<td> Private Markets</td>
</tr>
<tr>
<td>Dave Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/DAVE#NASDAQ">DAVE</a>)</td>
<td> $75</td>
<td> FinTech, Consumer Finance</td>
</tr>
<tr>
<td>Coinbase Global Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/COIN#NASDAQ">COIN</a>)</td>
<td> $320</td>
<td> Crypto Exchange</td>
</tr>
</tbody>
</table>
</figure>
According to Ryan, Robinhood is expected to expand its crypto offerings, potentially enhancing customer engagement, while Forge Global is poised to gain from rising sentiment in private markets.
Coinbase, the largest U.S. cryptocurrency exchange, stands to benefit from clearer regulatory guidelines and the growing acceptance of crypto assets.
Read Next:
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<li><a href="https://www.benzinga.com/analyst-ratings/analyst-color/24/11/41807254/trump-election-raises-odds-of-roaring-2020s-scenario-veteran-wall-street-investor-s">Trump Election Raises Odds Of &#8216;Roaring 2020s Scenario,&#8217; Veteran Wall Street Investor Says: How High Could US Stock Market Rise?</a></li>
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Monness, Crespi, Hardt analyst Brian White upgrades Datadog (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/DDOG#NASDAQ">DDOG</a>) from Neutral to Buy and announces $155 price target.

Upgrades

DDOG

Monness, Crespi, Hardt Upgrades Datadog to Buy, Announces $155 Price Target

In the current session, the stock is trading at $40.60, after a 0.98% increase. Over the past month, EQT Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/EQT#NYSE">EQT</a>) stock increased by 10.88%, and in the past year, by 3.77%. With performance like this, long-term shareholders are optimistic but others are more likely to look into the price-to-earnings ratio to see if the stock might be overvalued.

<img src="https://www.benzinga.com/files/images/story/2024/1731007809_0.png" alt="Past Year Chart" />

<h3>A Look at EQT P/E Relative to Its Competitors</h3>
The P/E ratio is used by long-term shareholders to assess the company's market performance against aggregate market data, historical earnings, and the industry at large. A lower P/E could indicate that shareholders do not expect the stock to perform better in the future or it could mean that the company is undervalued. 
EQT has a better P/E ratio of 53.61 than the aggregate P/E ratio of 22.59 of the Oil, Gas &amp; Consumable Fuels industry. Ideally, one might believe that EQT Inc. might perform better in the future than it's industry group, but it's probable that the stock is overvalued. 

<img src="https://www.benzinga.com/files/images/story/2024/1731007809_1.png" alt="Guage" />

In summary, while the price-to-earnings ratio is a valuable tool for investors to evaluate a company's market performance, it should be used with caution. A low P/E ratio can be an indication of undervaluation, but it can also suggest weak growth prospects or financial instability. Moreover, the P/E ratio is just one of many metrics that investors should consider when making investment decisions, and it should be evaluated alongside other financial ratios, industry trends, and qualitative factors. By taking a comprehensive approach to analyzing a company's financial health, investors can make well-informed decisions that are more likely to lead to successful outcomes.

Intraday Update

Price Over Earnings Overview: EQT

Barrington Research analyst James Goss maintains Townsquare Media (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSQ#NYSE">TSQ</a>) with a Outperform and maintains $17 price target.

Barrington Research Maintains Outperform on Townsquare Media, Maintains $17 Price Target

Barrington Research analyst James Goss maintains Nexstar Media Gr (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NXST#NASDAQ">NXST</a>) with a Outperform and maintains $200 price target.

NXST

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Arm Holdings Plc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ARM#NASDAQ">ARM</a>) shares initially traded lower after the company reported second-quarter financial results, but reversed course and moved higher near the open on Thursday as positive analyst revisions came in. Here&#8217;s what you <a href="https://www.benzinga.com//node/41794750">need to know</a>.
What To Know: Arm reported second-quarter adjusted earnings of 30 cents per share, beating analyst estimates of 26 cents per share, according to <a href="http://pro.benzinga.com">Benzinga Pro</a>. In addition, the company reported second-quarter revenue of $844 million, beating analyst estimates of $808.37 million.
Arm reported $330 million in revenue from licensing and other sources, and $514 million from royalties. Royalty revenue was up 23% year-over-year, primarily driven by continued adoption of Armv9, as well as an overall smartphone market recovery.
The chip design firm reported $475 million in trailing 12-month free cash flow. Arm said it ended the quarter with $2.36 billion in cash, cash equivalents and short-term investments. 
&#8220;Demand for our high-performance Armv9 and CSS compute platforms continues to exceed expectations, and to accelerate our licensing and royalty revenue growth. AI everywhere is generating new opportunities for the Arm compute platform from the cloud to the edge," said Rene Haas, CEO of Arm Holdings.
Arm issued guidance for the third quarter and affirmed its 2025 fiscal-year guidance. For the third quarter, the company sees revenue of $920 to $970 million and adjusted earnings per share of 32 cents to 36 cents. 
The company sees full-year 2025 revenue of $3.8 billion to $4.1 billion and full-year adjusted earnings per share of $1.45 to $1.65.
Related Link: <a href="https://www.benzinga.com/markets/equities/24/11/41763941/jim-cramer-blasts-super-micro-computers-earnings-better-at-exonerating-itself-than-selling-nvidi?itm_source=parsely-api">Jim Cramer Blasts Super Micro Computer&#8217;s Earnings: &#8216;Better At Exonerating Itself Than Selling&#8217; Nvidia GPUs</a>
Analyst Changes: Following the report, multiple analysts lifted price targets on Arm.
<ul>
<li>Evercore ISI Group analyst Mark Lipacis maintained an Outperform rating on Arm and raised the price target from&nbsp;$173&nbsp;to&nbsp;$176.</li>
<li>Barclays analyst Blayne Curtis maintained an Overweight rating on Arm and raised the price target from&nbsp;$125&nbsp;to&nbsp;$145.</li>
<li>Susquehanna analyst Chris Rolland maintained a Neutral rating on Arm and raised the price target from&nbsp;$115&nbsp;to&nbsp;$118.</li>
<li>Goldman Sachs analyst Toshiya Hari maintained a Buy rating on Arm and raised the price target from&nbsp;$144&nbsp;to&nbsp;$159.</li>
<li>JP Morgan analyst Harlan Sur maintained an Overweight rating on Arm and raised the price target from $140 to $160.</li>
<li>Needham analyst Charles Shi reiterated a Hold rating on Arm.</li>
</ul>
What Else: Arm on Thursday announced a strategic partnership with Panasonic Automotive Systems aimed at standardizing automotive architecture for software-defined vehicles. 
The new partnership will see the companies adopt and extend the device virtualization framework VirtIO to decouple automotive software development from hardware and accelerate automotive industry development cycles.
ARM Price Action: At the time of publication, Arm shares are trading 4.01% higher at $150.48, per data from <a href="https://www.benzinga.com/pro/">Benzinga Pro</a>.
Image: Courtesy of Arm Holdings Plc

Earnings

What's Going On With Arm Holdings Stock Thursday?

Morgan Stanley analyst Brian Nowak maintains Lyft (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LYFT#NASDAQ">LYFT</a>) with a Equal-Weight and raises the price target from $16.5 to $18.

LYFT

Morgan Stanley Maintains Equal-Weight on Lyft, Raises Price Target to $18

LMND

Lemonade shares are trading lower after Keefe, Bruyette & Woods downgraded the stock from Market Perform to Underperform.

Barrington Research analyst Gary Prestopino maintains Cars.com (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CARS#NYSE">CARS</a>) with a Outperform and maintains $25 price target.

CARS

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Select Water Solutions, Inc. (WTTR) Q2 2024 Earnings Call Transcript

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Select Water Solutions Reports Strong Q3 2024 Results

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Press Releases

Select Water Solutions Announces Release of 2023 Sustainability Report

Presentation Times and Schedule for Participating Companies Now Posted on the Conference Website for 29th Annual EnerCom Denver - The Energy Investment Conference

Select Water Solutions Announces 2024 Second Quarter Earnings Release and Conference Call Schedule

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Select Water Solutions Announces Quarterly Cash Dividend of $0.06 Per Share

Investor One-on-One Meeting Requests Open for 29th Annual EnerCom Denver - The Energy Investment Conference, to be held August 18-21, 2024 in Denver, Colorado

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Select Water Solutions Announces 2024 Third Quarter Earnings Release and Conference Call Schedule

Select Water Solutions Increases Quarterly Cash Dividend 17%

Select Water Solutions Announces Third Quarter 2024 Financial Results and Operational Updates

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