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Piper Sandler Companies (PIPR) Stock Analysis

Falling Knife setup · Temp Headwind edge

HoldVALUE-TRAP 2/5Moderate Confidence

Financial Services · Capital Markets

Hold if already holding. Not a fresh buy at $77.62, but acceptable to hold if already in. Reasons: Concentration risk — Counterparty: Pershing LLC clearing; Thin upside margin: 4.2%.

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

$77.62+4.2% A.UpsideScore 5.9/10#15 of 40 Capital Markets
QualityF-score8 / 9FCF yield—
IncomeYield0.92%(5y avg 1.28%)Payout17.34%sustainable
Stop $73.91Target $80.86(analyst − 15%)A.R:R 0.6:1
Analyst target$95.13+22.6%4 analysts
$80.86our TP
$77.62price
$95.13mean
$99

Hold if already holding. Not a fresh buy at $77.62, but acceptable to hold if already in. Reasons: Concentration risk — Counterparty: Pershing LLC clearing; Thin upside margin: 4.2%. Chart setup: Death cross, below all MAs, RSI 27, MACD bearish. Maintain position. Not compelling to add more. Score 5.9/10, moderate confidence.

Passes 6/8 gates (clean insider activity, no SEC red flags, news events none recent, earnings proximity 72d clear, semi cycle peak clear, materials cycle peak clear). Fails on weak momentum and favorable risk/reward ratio. Suitability: aggressive.

Val7.0Qual8.6Grw6.1Mom2.6Sent6.5Ins3.5Peer4.3Tech8.0Risk5.45.9OVERALL

Recent Developments — Piper Sandler Companies

Latest news

Generated 2026-05-20T21:06:21Z.

Thesis

Rewards
V7 flight-to-quality bonus: +0.5 (Q=8.6 in RISK_OFF)
Sector modifier (Financial Services): +1.0
Strong earnings beat streak (3/4)
Risks
Concentration risk — Counterparty: Pershing LLC clearing
Thin upside margin: 4.2%
Leverage penalty (D/E 7.3): -1.5

Key Metrics

P/E (TTM)20.0
P/E (Fwd)14.1
Mkt Cap$5.4B
EV/EBITDA—
Profit Mgn14.0%
ROE22.2%
Rev Growth32.8%
Beta1.47
Dividend0.92%
Rating analysts10

Quality Signals

Piotroski F8/9MoatWideCompounder✓

Options Flow

P/C0.10bullish
IV46%normal

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. Full disclaimer

Rating Breakdown

1 floor-breaker·1 ceiling hit

Price action weak — below key moving averages, no momentum carry. Needs a base before trend-continuation setups apply.static

Macd
0.0
Ma Position
2.2
Rsi
3.0
Volume
3.1
Obv
4.6
Capitulation risk (RSI 27, below 200MA)Below 200-MA but MA still rising (+2.1%/30d) — pullback in uptrend, not confirmed weakness
GatesMomentum 2.6<4.5A.R:R 0.6 < 1.5@spotInsider activity: OKNo SEC red flagsNEWS EVENTS NONE RECENTEARNINGS PROXIMITY 72d clearSEMI CYCLE PEAK CLEARMATERIALS CYCLE PEAK CLEARFalling KnifeSuitability: Aggressive
RSI
27 · Oversold
↓ 20D MA↓ 50D MA↓ 200D MADEATH CROSSSupport $76.20Resistance $93.00

Price Targets

$74
$81
A.Upside+4.2%
A.R:R0.6:1

Position Sizing

ConvictionNone
Suggested %0.5%
Max %1%
RegimeRisk-Off

Risk Alerts

! Momentum score 2.6/10 — below 4.5 minimum
! Reward/Risk 0.6:1 at current price — below 1.5:1 minimum

Earnings

B
B
B
M
3/4 beats
Next Earnings2026-07-31 (72d)

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?

Hold if already holding. Not a fresh buy at $77.62, but acceptable to hold if already in. Reasons: Concentration risk — Counterparty: Pershing LLC clearing; Thin upside margin: 4.2%. Chart setup: Death cross, below all MAs, RSI 27, MACD bearish. Maintain position. Not compelling to add more. Target $80.86 (+4.2%), stop $73.91 (−5.0%), A.R:R 0.6:1. Score 5.9/10, moderate confidence.

What is the PIPR stock price target?

Take-profit target: $80.86 (+4.2% upside). Target $80.86 (+4.2%), stop $73.91 (−5.0%), A.R:R 0.6:1. Stop-loss: $73.91.

What are the risks of investing in PIPR?

Concentration risk — Counterparty: Pershing LLC clearing; Thin upside margin: 4.2%; Leverage penalty (D/E 7.3): -1.5.

Is PIPR overvalued or undervalued?

Piper Sandler Companies trades at a P/E of 20.0 (forward 14.1). TrendMatrix value score: 7.0/10. Verdict: Hold.

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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