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Sentiment · FY2026 Q1
| Analyst | Firm | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Ken Worthington | JPMorgan | 6 | 0% |
| Dan Fannon | Jefferies | 6 | 0% |
| Will Katz | TD Cowen | 6 | 17% |
| Devin Ryan | Citizens JMP Securities | 6 | 0% |
| Ben Budish | Barclays | 6 | 0% |
| Brian Bedell | Deutsche Bank | 5 | 0% |
| Alex Blostein | Goldman Sachs | 5 | 0% |
| Steve Chubak | Wolfe Research | 4 | 25% |
| Kyle Voigt | KBW | 4 | 0% |
| Brennan Hawken | BMO Capital Markets | 4 | 0% |
| Firm | Analysts | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Barclays | 1 | 6 | 0% |
| Citizens JMP Securities | 1 | 6 | 0% |
| Jefferies | 1 | 6 | 0% |
| JPMorgan | 1 |
| 6 |
| 0% |
| TD Cowen | 1 | 6 | 17% |
| Deutsche Bank | 1 | 5 | 0% |
| Goldman Sachs | 1 | 5 | 0% |
| Morgan Stanley | 1 | 4 | 0% |
Q1 revenue reached a record $6.5 billion, up 16%, with adjusted EPS of $1.43 growing 38% year-over-year as balance sheet optimization continued lifting net interest revenue. Core net new assets of $158 billion set a first-quarter record, bringing total client assets to $11.8 trillion. Management indicated tracking higher than the $5.70-$5.80 EPS scenario but deferred a comprehensive update to July, while AI innovation accelerated the company's strategy at scale and spot crypto offering neared client launch.
Demand | Margin | Capital Allocation | Competitive Dynamics | Revenue Growth | Credit | Product Launch | Innovation & R&D | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 3 | 2 | 5 | 2 | 3 | 2 | 1 | |
| 2025Q1 | 4 | 3 | 2 | 1 | 1 | 3 | 1 | 1 |
| 2025Q2 | 3 | 4 | 2 | 2 | 2 | 1 | 2 | |
| 2025Q3 | 4 | 4 | 2 | 2 | 2 | 1 | 3 | |
| 2025Q4 | 5 | 3 | 3 | 2 | 1 | 3 | 1 | |
| 2026Q1 | 3 | 2 | 1 | 5 | 5 | 2 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Demand | 3 | 4 | 3 | 4 | 5 | 3 |
| Margin | 2 | 3 | 4 | 4 | 3 | 2 |
| Capital Allocation | 5 | 2 | 2 | 2 | 3 | 1 |
| Competitive Dynamics | 1 | 2 | 2 | 2 | 5 | |
| Revenue Growth | 2 | 1 | 2 | 1 | 5 | |
| Credit | 3 | 3 | 1 | 2 | ||
| Product Launch | 2 | 1 | 1 | 3 | 2 | |
| Innovation & R&D | 1 | 1 | 2 | 3 | 1 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
SCHW Charles Schwab Corporation | 9 | +9.8% | |
| GS The Goldman Sachs Group, Inc. | 7 | +13.9% | |
| HOOD Robinhood Markets, Inc. | 8 | +15.1% | |
| MS Morgan Stanley | 9 | +18.8% | |
| RIOT Riot Platforms, Inc. | 6 | +3.6% | |
| RJF Raymond James Financial | 7 | +12.4% |