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PIPRPiper Sandler CompaniesSell6.1·$80.36+1.66%
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Piper Sandler Companies (PIPR) Stock Analysis

Recovery setup

SellVALUE-TRAP 1/5Moderate Confidence

Financial Services · Capital Markets

Sell if holding. Analyst target reached at $80.36 — A.R:R 0.1:1 is below the 1.5:1 minimum. Reward from here is too thin for a buy — the engine flags exit. Additional concerns: Concentration risk — Counterparty: Pershing LLC clearing.

Piper Sandler Companies is an investment bank and institutional securities firm serving corporations, private equity groups, public entities, and institutional investors in the U.S. and internationally. Revenue is earned primarily from advisory fees, underwriting, and... Read more

$80.36+0.6% A.UpsideScore 6.1/10#13 of 40 Capital Markets
QualityF-score8 / 9FCF yield
IncomeYield0.92%(5y avg 1.28%)Payout17.34%sustainable
Stop $75.40Target $80.86(analyst − 15%)A.R:R 0.1:1
Analyst target$95.13+18.4%4 analysts
$80.86our TP
$80.36price
$95.13mean
$99

Sell if holding. Analyst target reached at $80.36 — A.R:R 0.1:1 is below the 1.5:1 minimum. Reward from here is too thin for a buy — the engine flags exit. Additional concerns: Concentration risk — Counterparty: Pershing LLC clearing. Chart setup: Death cross but MACD improving, RSI 49. Score 6.1/10, moderate confidence.

Passes 7/8 gates (positive momentum, clean insider activity, no SEC red flags, news events none recent, earnings proximity 45d clear, semi cycle peak clear, materials cycle peak clear). Fails on favorable risk/reward ratio. Suitability: aggressive.

news + 30-day 8-K events · 5-min refresh

Recent developments

updated 2026-06-15
TrendMatrix Research · upcoming catalyst calendar

Upcoming dated catalysts

Fri, Jul 31, 202645d to earnings· next earnings call

Thesis

Rewards
Strong earnings beat streak (3/4)
High-quality business
Wide economic moat
Risks
Concentration risk — Counterparty: Pershing LLC clearing
Analyst target reached - limited upside remaining
Leverage penalty (D/E 7.3): -1.5

Key Metrics

P/E (TTM)19.9
P/E (Fwd)14.1
Mkt Cap$5.3B
EV/EBITDA
Profit Mgn14.0%
ROE22.2%
Rev Growth32.8%
Beta1.42
Dividend0.92%
Rating analysts10

Quality Signals

Piotroski F8/9MoatWideCompounder

Options Flow

P/C2.64bearish
IV78%elevated

Concentration Risks(10-K Item 1A)

  • HIGHcounterpartyPershing LLC clearing
    10-K Item 1A: 'we rely on financing provided by Pershing LLC ("Pershing") under our fully disclosed clearing agreement ... The financing provided by Pershing and CIBC is at their discretion (i.e., uncommitted) and could be denied'
  • MEDIUMCustomerdepositories sector
    10-K Item 1A: 'Our client activity in the fixed income institutional brokerage business is currently concentrated in the depositories sector'

Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results.

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About TrendMatrix. TrendMatrix is a publisher of general securities research and market commentary. We publish on a regular schedule. All content is the same for every subscriber in a tier — we do not provide personalized investment advice and we do not take into account any individual subscriber's financial situation, investment objectives, risk tolerance, tax situation, or holdings.

Not investment advice. TrendMatrix is not a registered investment adviser. Our content is for informational and educational purposes only. Consult your own licensed investment adviser, broker, or tax professional before making any investment decision.

Conflicts and positions. The TrendMatrix editorial team frequently holds personal long-term positions in securities discussed. We disclose positions held at the time of publication on each piece. We maintain a trading-window policy: we do not initiate or close positions in the same direction as a TrendMatrix publication within 24 hours before or 72 hours after publication.

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Performance. Past performance is not indicative of future results. Performance figures reflect the published model only and do not reflect any individual subscriber's actual results.

Methodology · Editorial policy & full disclaimer

Rating Breakdown

1 ceiling hit

GatesA.R:R 0.1 < 1.5@spotMomentum 5.9>=5.5Insider activity: OKNo SEC red flagsNEWS EVENTS NONE RECENTEARNINGS PROXIMITY 45d clearSEMI CYCLE PEAK CLEARMATERIALS CYCLE PEAK CLEARRecoverySuitability: Aggressive
RSI
49 · Neutral
20D MA 50D MA 200D MADEATH CROSSSupport $74.60Resistance $82.23

Price Targets

$75
$81
A.Upside+0.6%
A.R:R0.1:1

Position Sizing

ConvictionNone
Suggested %0.5%
Max %1%
RegimeSteady

Risk Alerts

! Target reached (0.6% upside)
! asymmetry at 0.1 (below the engine's 1.5 threshold)@spot

Earnings

B
B
B
M
3/4 beats
Next Earnings2026-07-31 (45d)

Verdict History

reverse chrono — latest first
Loading history...
Verdicts are recorded on every nightly pipeline run. Rows capture transitions (verdict flips, score deltas ≥0.3, entry/TP/SL changes). Rows with a ▶ can be expanded to see the change reason. Aggregate cohort performance is tracked in the recommendation ledger.
Frequently Asked Questions
Is PIPR stock a buy right now?

Sell if holding. Analyst target reached at $80.36 — A.R:R 0.1:1 is below the 1.5:1 minimum. Reward from here is too thin for a buy — the engine flags exit. Additional concerns: Concentration risk — Counterparty: Pershing LLC clearing. Chart setup: Death cross but MACD improving, RSI 49. Prior stop was $75.40. Score 6.1/10, moderate confidence.

What is the PIPR stock price target?

Take-profit target: $80.86 (+0.6% upside). Prior stop was $75.40. Stop-loss: $75.40.

What are the risks of investing in PIPR?

Concentration risk — Counterparty: Pershing LLC clearing; Analyst target reached - limited upside remaining; Leverage penalty (D/E 7.3): -1.5.

Is PIPR overvalued or undervalued?

Piper Sandler Companies trades at a P/E of 19.9 (forward 14.1). TrendMatrix value score: 7.0/10. Verdict: Sell.

What do analysts say about PIPR?

10 analysts cover PIPR with a consensus score of 3.9/5. Average price target: $95.

What does Piper Sandler Companies do?Piper Sandler Companies is an investment bank and institutional securities firm serving corporations, private equity...

Piper Sandler Companies is an investment bank and institutional securities firm serving corporations, private equity groups, public entities, and institutional investors in the U.S. and internationally. Revenue is earned primarily from advisory fees, underwriting, and institutional brokerage; the firm employed 1,858 people and had 187 investment banking managing directors as of December 31, 2025.

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