Lazard, Inc. (LAZ) Stock Analysis
Recovery setup
Financial Services · Capital Markets
Wait for pullback to $40.17. Weak momentum; also below 200-day MA (death cross) — blocks BUY_NOW at $48.17. Engine's entry $40.17 (Ma50 Sticky) is the shallowest technical level that clears the 2:1 A.R:R minimum. Key risks: 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
Wait for pullback to $40.17. Weak momentum; also below 200-day MA (death cross) — blocks BUY_NOW at $48.17. Engine's entry $40.17 (Ma50 Sticky) is the shallowest technical level that clears the 2:1 A.R:R minimum. Key risks: 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: Death cross but MACD improving, RSI 55. Earnings in 0 days. Wait until post-earnings. Score 5.8/10, moderate confidence.
Passes 3/8 gates (clean insider activity, no SEC red flags, semi cycle peak clear). Fails on weak momentum and favorable risk/reward ratio and death cross (50MA < 200MA) and earnings proximity 0d<=7d 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
Ranks in the bottom of its industry peers on the composite signal. Better names in the same sector exist.static
Momentum below the gate floor. Component breakdown shows what dragged the score down.static
Price Targets
Position Sizing
Risk Alerts
Earnings
Verdict History
Frequently Asked Questions
Wait for pullback to $40.17. Weak momentum; also below 200-day MA (death cross) — blocks BUY_NOW at $48.17. Engine's entry $40.17 (Ma50 Sticky) is the shallowest technical level that clears the 2:1 A.R:R minimum. Key risks: 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: Death cross but MACD improving, RSI 55. Earnings in 0 days. Wait until post-earnings. Target $50.28 (+4.4%), stop $35.71 (−34.9%), Setup A.R:R 1.5:1. Score 5.8/10, moderate confidence.
Take-profit target: $50.28 (+10.7% upside). Target $50.28 (+4.4%), stop $35.71 (−34.9%), Setup A.R:R 1.5:1. Stop-loss: $35.71.
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 21.9 (forward 10.4). TrendMatrix value score: 7.7/10. Verdict: Buy (Wait for Entry).
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.