Lazard, Inc. (LAZ) Stock Analysis
Range Bound setup
Financial Services · Capital Markets
Sell if holding. Momentum 2.9/10 is below the 5.0 floor at $44.59 — engine's falling-knife protection flags exit rather than catching a breakdown. Specifics: Single-region cliff: 67% exposure to AUM with foreign currency exposure (≥60% threshold). Regional macroeconomic shock = idiosyncratic terminal risk.; Concentration risk — Geographic: AUM with foreign currency exposure (67.0%).
Lazard is a global financial advisory and asset management firm operating two segments: Financial Advisory (M&A, restructuring, sovereign advisory) and Asset Management. No single Financial Advisory client exceeded 10% of segment net revenue in 2025; top 10 clients were ~17% of... Read more
Sell if holding. Momentum 2.9/10 is below the 5.0 floor at $44.59 — engine's falling-knife protection flags exit rather than catching a breakdown. Specifics: Single-region cliff: 67% exposure to AUM with foreign currency exposure (≥60% threshold). Regional macroeconomic shock = idiosyncratic terminal risk.; Concentration risk — Geographic: AUM with foreign currency exposure (67.0%). Chart setup: RSI 41 mid-range, Bollinger mid-band. Score 5.9/10, moderate confidence.
Passes 4/8 gates (clean insider activity, no SEC red flags, earnings proximity no date, semi cycle peak clear). Fails on weak momentum and death cross (50MA < 200MA) and finsvc regional cliff hard block. Suitability: aggressive.
Thesis
Key Metrics
Quality Signals
Options Flow
Concentration Risks(10-K Item 1A)
- HIGHGeographicAUM with foreign currency exposure67%10-K Item 1A: 'AUM with foreign currency exposure represented approximately 67% of our total AUM'
Material Events(8-K, last 90d)
- 2026-02-02Item 5.02MEDIUMCFO Mary Ann Betsch will transition to Senior Advisor as of February 1, 2026, and separate June 30, 2026. Tracy Farr (Managing Director, Capital Structure Advisory) appointed as CFO effective February 1, 2026.SEC filing →
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results. Full disclaimer
Rating Breakdown
2 floor-breakers·1 ceiling hit
Momentum below the gate floor. Component breakdown shows what dragged the score down.static
Ranks in the bottom of its industry peers on the composite signal. Better names in the same sector exist.static
Price Targets
Position Sizing
Risk Alerts
Earnings
Verdict History
Frequently Asked Questions
Sell if holding. Momentum 2.9/10 is below the 5.0 floor at $44.59 — engine's falling-knife protection flags exit rather than catching a breakdown. Specifics: Single-region cliff: 67% exposure to AUM with foreign currency exposure (≥60% threshold). Regional macroeconomic shock = idiosyncratic terminal risk.; Concentration risk — Geographic: AUM with foreign currency exposure (67.0%). Chart setup: RSI 41 mid-range, Bollinger mid-band. Prior stop was $42.37. Score 5.9/10, moderate confidence.
Take-profit target: $45.57 (0.0% upside). Prior stop was $42.37. Stop-loss: $42.37.
Single-region cliff: 67% exposure to AUM with foreign currency exposure (≥60% threshold). Regional macroeconomic shock = idiosyncratic terminal risk.; Concentration risk — Geographic: AUM with foreign currency exposure (67.0%); Analyst target reached - limited upside remaining.
Lazard, Inc. trades at a P/E of 22.4 (forward 10.6). TrendMatrix value score: 7.9/10. Verdict: Sell.
15 analysts cover LAZ with a consensus score of 3.6/5. Average price target: $52.
What does Lazard, Inc. do?Lazard is a global financial advisory and asset management firm operating two segments: Financial Advisory (M&A,...
Lazard is a global financial advisory and asset management firm operating two segments: Financial Advisory (M&A, restructuring, sovereign advisory) and Asset Management. No single Financial Advisory client exceeded 10% of segment net revenue in 2025; top 10 clients were ~17% of FA revenue.