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Industry-level sentiment and macro signals, built from public earnings calls. Part of the Financial Services sector.
Showing calendar 2026 Q2Free· the newest quarter (2026 Q3) is Pro.
Industry Sentiment Index · Calendar 2026 Q2
As of 2026 Q2, the Tellvest aggregate earnings-call sentiment for the Brokers, Investment Banks & Trading industry is 6.3/10 across 12 companies.
2024 Q4–2026 Q2. Each earlier point averages the available scores of this quarter’s 12-company panel in that quarter; companies without a score in an earlier quarter don’t contribute, so the number behind each point can vary.
Earnings-call analysis · calendar 2026 Q2
What management and analysts said on calls mapped to this calendar quarter.
The three largest names all reported record quarters, and the industry average still slipped from 6.58 to 6.25. Goldman Sachs (GS) rose from 7 to 9 and Charles Schwab (SCHW) from 9 to 10, while Morgan Stanley (MS) held at 9. The decline came from the bitcoin miners now building data centers. IREN Limited (IREN) fell from 6 to 2, the largest move in the group, and CleanSpark (CLSK) and Marathon Digital (MARA) each eased from 2 to 1. Pricing pressure widened from 3 to 5 companies (CLSK, FIGR, HOOD, MARA, RIOT), while cost pressure narrowed from 2 to 1, with only BMNR flagging it.
Market context
Public price data. It covers the trailing year to the latest close, not calendar 2026 Q2.
Method
A composite score derived from averaging overall earnings sentiment across all analyzed companies in this industry for the selected calendar quarter. Score is 0–10 (10 = most positive).
| Signal | Companies | Direction breakdown |
|---|---|---|
| AI & Tech | 8 | 8 |
| Credit | 8 | 5111 |
| CAPEX | 5 | 41 |
| Consumer Demand | 5 | 311 |
| Company | Sentiment |
|---|---|
| SCHW Charles Schwab Corporation | 10/10 |
| FIGR Figure Technology Solutions, Inc. Class A Common Stock | 9/10 |
| MS Morgan Stanley | 9/10 |
| GS The Goldman Sachs Group, Inc. | 9/10 |
| HOOD Robinhood Markets, Inc. | 8/10 |
| IBKR Interactive Brokers Group | 8/10 |
| CRCL Circle Internet Group | 6/10 |
| BMNR Bitmine Immersion Technologies, Inc. | 6/10 |
| RIOT Riot Platforms, Inc. | 6/10 |
| IREN IREN Limited | 2/10 |
| MARA Marathon Digital Holdings, Inc. | 1/10 |
| CLSK CleanSpark, Inc. | 1/10 |
% change over the trailing year, log scale. 1Y and YTD are each name’s own price return. Equal-weight: average of every full-history member, weighted equally, not rebalanced.