Added to YB: 2026-04-06
Pitch date: 2026-03-31
BGC [bullish]
BGC Group, Inc.
Author Info
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Company Info
BGC Group, Inc. operates as a financial brokerage and technology company in the United States, Europe, the Middle East, Africa, and the Asia Pacific.
Market Cap
$4.6B
Pitch Price
N/A
Price Target
16.37
Dividend
0.82%
EV/EBITDA
N/A
P/E
31.64
EV/Sales
N/A
Sector
Capital Markets
Category
growth
BGC Group - Market Continues to Underestimate Durability
BGC: Q1 2026 rev pre-announced above $860M-$920M guide on strong energy, commodities, rates volatility. ECS volumes (main driver) support higher rev baseline than consensus, especially 2H26. Rates biz gains share (39% CLOB vs 20% in '22), benefits from rate vol. FMX Futures ramping (39% Treasury CLOB share, 1% SOFR share). Phase 2 cost cuts expected Q1 call. Trading 8x adj EPS (~24x GAAP). Market undervalues durability; PT $16.37 (+73% upside).
Read full article (8 min)