SCHWCharles Schwab
$92.49+1.19%Delayed market dataBrokersAsset mgmt, brokers & exchanges · 12 peers →Key levels and trade conditions
Delayed quotes · Technical conditionsShowing the near-term range, based on the latest 5 completed sessions and updated after each close.
Hold and monitor; no addition yet
Signals require closing-price and volume confirmation; review the company research below before acting.
When does defense take priority?
Close beyond this level with session volume ≥ 1.5× the previous 20 completed sessions’ average.
Confirmed close below $91.20 → consider reducing
When to consider adding?
Close beyond this level with session volume ≥ 1.5× the previous 20 completed sessions’ average.
Confirmed close above $93.79 → consider a staged addition
01Newstock overall assessment
The conclusion first, followed by the evidence that matters most.
Watch — await combined confirmation. An entry assessment has not yet been established.
02What happened recently
Company events, industry developments and market conditions — facts separated from possible explanations.
US 10Y yield 5.14%2026-11-13T18:40:14.000Z
VIX 19.472026-11-13T18:40:16.000Z
Dollar index 103.382026-11-13T18:45:17.000Z
Market and sector reference
SCHW +0.85% · SPY -0.49% · Peer average +0.39% (APO, BLK, BX, CME, GS, ICE)
2026-11-13T18:59:00.000Z · Yahoo · Aligned-session reference, not a causal attribution.
Related news and impact paths
Recent news related to this stock
1 direct · 5 2nd-order · 0 thematicRanked by model assessment and recency. Labels use the original model impact, not expected returns. Impact percentages are model estimates, not observed price changes, probabilities or guaranteed returns.
- #1Impact2%Favorable2nd-orderRobinhood stock rises as analysts see growth beyond its brokerage business23d ago
If the sector is re-rated from low-frequency trading platforms toward steadier wealth and interest-income models, diversified brokers like Schwab can benefit from a higher perceived earnings quality.
Also named: HOOD · IBKR · ETFC · SOFI · UPST · COIN
- #2Impact1.5%FavorableDirectSchwab isn't trying to win crypto customers. It's trying not to lose them.77d ago
Move aims to stop client attrition to crypto-native platforms, but crypto trading fee revenue is a tiny slice of Schwab's $23.9B top line, and the strategy was already well telegraphed.
Also named: IBKR · COIN · HOOD
If agentic AI proves it can cut onboarding, advice and service costs, large-scale retail brokers such as Schwab could also get a valuation uplift from efficiency gains.
Also named: HOOD · IBKR · SQ · MSFT · AMZN
- #4Impact1.2%Favorable2nd-orderRobinhood Is Quietly Building 13 Businesses at Once. Here's Why It Matters.21d ago
Schwab may benefit as the market compares retail asset retention and cash-management monetization across the brokerage complex, nudging sector-wide monetization expectations higher.
Also named: HOOD · IBKR · SOFI · PYPL · COIN
- #5Impact1%Favorable2nd-orderRobinhood Made $173 Million From Prediction Markets Last Quarter, More Than From Crypto. Can That Carry the Stock?7d ago
Investors may read Robinhood’s product success as evidence that retail trading demand is still expanding, which supports sentiment for large brokerages, though the transmission is weaker.
Also named: HOOD · IBKR · DKNG · PENN · CZR · COIN
- #6Impact1%Favorable2nd-orderRobinhood Q3 Earnings Call Highlights Cost Discipline and Expansion9d ago
If sentiment toward brokerages improves on HOOD’s cost control, Schwab can benefit from valuation spillover as a broader trading and cash platform.
Also named: HOOD · IBKR · PYPL · SOFI · SQ
03Is the company worth considering?
Business quality, financials, valuation and analyst disagreements.
🏛️ Company factsSEC filings + FINRA official data
Annual revenue $23.9B · latest quarter up 16.9% YoY · reported FY net income of $8.9B · short-sale volume share above its recent available-day average.
FY revenue
$23.9B
2025-12
Latest Q YoY
+16.9%
FY net income
$8.9B
Diluted EPS
$4.67
Short-sale volume share
50%
2026-11-05 · Recent available-day avg 40.3% · above recent average
Short-sale volume as a share of trades covered by the FINRA file, not all market trading or outstanding short positions. Changes do not establish that short sellers are adding or covering positions.
Historical results versus analyst expectations
🎯 Market expectations
Estimate context score High · 82/100Nasdaq analyst consensus · currently available data
- Sep 2026$1.69 vs $1.66+1.81%
- Jun 2026$1.62 vs $1.53+5.88%
- Mar 2026$1.43 vs $1.39+2.88%
- Dec 2025$1.39 vs $1.36+2.21%
The takeaway
EPS exceeded the corresponding consensus estimates by an average of 3.2% in the quarters shown. This is not a hurdle for the next report or a forecast of the stock's reaction. Analysts made 8 downward revisions over the past four weeks.
Analyst estimates, not our forecast · not investment advice
Analyst consensus and disagreement
Target-price summary $82.00–$147.00 · Consensus $114.40
Buy / hold / sell 11 / 4 / 1
Nasdaq · Retrieved 2026-11-13T18:59:04.198Z · The aggregate does not provide individual report dates or original theses. It does not establish undervaluation; no analyst rationale is inferred. Targets are not guaranteed outcomes.
Next-quarter EPS estimate (Dec 2026) $1.72 · $1.67–$1.78 · 11 analysts
Four-week estimate revisions: up / down 1 / 8
Estimate dispersion 6.4%
Nasdaq EPS forecasts · retrieved 2026-11-13T18:59:02.033Z04Is now a good time?
Trend, moving averages, volume and key price levels — not the decline alone.
Technical structure · Mixed structure
MA5 $92.35
MA10 $91.37
MA20 $90.85
MA60 $99.34
Last completed-session close $91.72 (-1.14%) · Volume / prior 20-session average 0.66×
Prior 20-session range $87.37–$95.28 · MA20 change over five sessions -1.03% · CMF20 -0.25
- Tight-range consolidation
Confirmation to watch: a close above $95.28 with volume at least 1.5× the prior 20-session average. A heavy-volume break below $87.37 weakens the setup.
Completed daily candles only. Daily OHLCV cannot establish accumulation, shakeout or manipulation intent; CMF is a price/volume proxy, not actual fund flows. Thresholds are research rules, not validated success probabilities. Yahoo · 2026-11-12
Price and news
Historical prices and volume. Drag to pan; scroll to zoom.
Related news
05What would change our assessment?
Conditions for reconsidering entry and developments that invalidate the thesis.
Complete the company and technical cross-check before defining entry and invalidation conditions.
Additional risk evidence and model detail
Market View
Crowding
Risk temperature
Tail risk
Triggers
Price and volume
Insider signals
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