MARKET WIRECNBC • 2h ago
Here are 3 big things we're watching in the stock market in the week aheadThe market could use a few victories in the days ahead, which will be filled with more earnings, an election, and jobs data.
Why OPY Stock advanced +0.99% Today — RQD Quant Desk Flash
$107.94 +0.99% NYSE • Live Quote vs Prior Daily Close (Synced Snapshot)
EXT / AFTER-HRS: $107.93
Oppenheimer Holdings Inc. (Class A) (OPY) carries a Roarable Rating of C+ (Hold) with 67/100 RQD Confidence. The composite score sits in the neutral Hold band (59–69), meaning current holders don’t need to panic-sell while prospective buyers can wait for a move into the 70+ Buy zone.
ROARABLE C+ • HOLD / WATCH
Cap $1.16B
INTERACTIVE SCENARIO DECK:
EXT / AFTER-HRS: $107.93 (-0.01%)🧬 Cannibal Buyback (-2.64% YoY Shares)⚙️ Cash Engine: 17/20 (A-) • 12.9% FCF Margin
Verify 90D Bucket Audit →📊 Historical Track Record: Scores of 67/100 (C+) historically posted market-perform odds over rolling 90-day windows (+1.6% avg 90D alpha vs SPY • 56.4% hit rate — wait for RQD ≥ 70 breakout).
Audit Bucket Track Record →RQD QUANT TACHOMETERHOLD / WATCH • C+
JEV AI Jury Split (Battleground)
Cash
SEC
Whale
Impersonal quantitative research (0–100 RQD rubric) — not individualized investment advice. Past performance does not guarantee future results. Full Disclaimer
5-PILLAR SNOWFLAKE RADARRw B- · Rk C
Each axis scored 0–20
12M PRICE TARGET CONE+4% Base Target
WHALE OPTIONS SNAPSHOT: — (No Active Options Snapshot on file for OPY)Realized 20D OHLCV Swing Band: ±9%
Deterministic 5-Pillar Attribution (67/100 Composite)
🔍 WHY OPY SCORES 67/100 (C+) — TOP 3 DRIVERS2 Bullish Pillars + #1 Risk Drag
▲ #1 Bullish Driver: Cash Engine Quality+17/20 pts (25% of score)
SEC XBRL FY 2025 (10-K): 12.9% FCF Margin ($183.6M FCF) & 52% Gross Margin
▲ #2 Bullish Driver: Insider Conviction & Share Dilution+17/20 pts (25% of score)
SEC Form 4 / 13F Thermometer: 85% Net Buy • Cannibal Buyback (-2.64% YoY Shares)
▼ #1 Drag / Risk Factor: Whale & Options Positioning8/20 pts (-12 pt drag)
Put hedging (50% put share) caps near-term gamma upside (-12 pts vs max)
📈 PAST 4 QUARTERS RQD vs SUBSEQUENT RETURNQ1 → Q2 → Q3 → Current
Q1 (-3Q)Grade B+$113.94-11.8% Next Q
75
Q2 (-2Q)Grade B$100.53+0.5% Next Q
72
Q3 (-1Q)Grade B$101.08+6.8% Next Q
70
CurrentGrade C+$107.94+1.6% Hist 90D α
67
Trajectory: B+ (75) → C+ (67)Full Audit →
⚔️ ADVERSARIAL OPPOSING CASE & FORENSIC KILL-SWITCH (WHY THE BULL/BEAR THESIS COULD FAIL)GIDEON ASHMERE // FORENSIC SHORT & KILL-SWITCH DOSSIER
⚔️ Adversarial Opposing Case: Why the OPY Bull Thesis Could Fail
Even with a 67/100 (C+) score, OPY faces multiple-compression risk if 7.8x trailing P/E re-rate toward historical sector medians or if hyperscaler/enterprise customer concentration slows in upcoming 10-Q filings.
⚠️ Forensic Kill-Switch #1
Broader market pullbacks can still drag down strong stocks in the short run.
⚠️ Forensic Kill-Switch #2
Dilution & Margin Drag: Cannibal Buyback (-2.64% YoY Shares) — any gross margin slip below 49.5% triggers an automatic RQD downgrade.
⚠️ Forensic Kill-Switch #3
Technical & Forensic Kill-Switch: A daily close below the 50D SMA ($113.84) or 200D SMA ($102.59) invalidates the momentum regime and cuts Target Base ($112.31) toward Bear Floor ($87.60).
🎲 LIVE PREDICTION MARKET ODDS TIED TO $OPY• $2.4M Crowd Pool • Kalshi / Polymarket Composite
Contract: “OPY Beats Next Quarter EPS Consensus (Dec 30, 2026) & Holds Above 200D SMA”
AUTOMATED RQD QUANT DESK MOVER BRIEFINGFull Market News Desk →
Why OPY Stock advanced +0.99% Today — RQD Quant Desk Flash
Oppenheimer Holdings Inc. (Class A) (OPY) advanced +0.99% to $107.94, trading at 71% of its 52-week range ($63.81 – $125.88). Solid steady margins (18% return on capital), mixed timing at 8x P/E—hold if owned, no rush to chase.
- ▸Technical Tape: Trading at 71% of its 52-week range ($63.81 – $125.88) with RSI-14 at 24 (OVERSOLD (<32)).
- ▸Volatility Profile: Historical 20-day realized swing band of ±9% around $107.94 (no active unusual options sweep snapshot on file).
- ▸Fundamental Anchor: Roarable C+ (Hold) backed by 52% gross margin and $183.6M annual free cash flow.
Live OPY Headlines & Catalysts
MARKET WIRECNBC • 2h ago
Democratic Rep. Stevens endorses Rogers over El-Sayed in Michigan Senate electionHaley Stevens had lost the Democratic nomination for Senate in Michigan to Abdul El-Sayed earlier this year.
RISK WATCHReuters • 4h ago
Israeli strikes kill eight people in Gaza - medics say - ReutersIsraeli strikes kill eight people in Gaza - medics say Reuters
MARKET WIREReuters • 5h ago
Russia's FSB says minor detained over park attack threat after US tip-off - ReutersRussia's FSB says minor detained over park attack threat after US tip-off Reuters
MARKET WIREReuters • 6h ago
Iran, Qatari mediators hold third day of talks to end US-Iran war - ReutersIran, Qatari mediators hold third day of talks to end US-Iran war Reuters
CATALYSTReuters • 6h ago
Qatar surges, bucking Gulf market slide on Iran war concerns - ReutersQatar surges, bucking Gulf market slide on Iran war concerns Reuters
MARKET WIREReuters • 7h ago
OPEC+ keeps December oil output targets steady ahead of tougher call for 2027 - ReutersOPEC+ keeps December oil output targets steady ahead of tougher call for 2027 Reuters
MARKET WIREReuters • 7h ago
German ministers pledge tough action after rioters damage stores in Frankfurt - ReutersGerman ministers pledge tough action after rioters damage stores in Frankfurt Reuters
ON-DEMAND RQD QUANT WORKSHOP • SPONSORED / PARTNER SPOTLIGHTHosted by Perry Belcher & Roarable Quantitative Research Desk
Scheduled RQD Strong Buys & Whale Accumulation Briefing (OPY Tape Review)
- ✓Breakdown of the highest-scoring RQD Green-Light breakouts across our 5,200+ rated universe
- ✓Forensic Red-Light accounting & dilution traps to review on your watchlist
- ✓Includes downloadable .ics calendar invite & nightly RQD rating-change email alerts
RQD INSIDER CLUB WAITLIST$49/YR PLANNED
Want Custom AI PineScript / Python Indicators & Priority Rating-Change Alerts?
OPY // CANDLESTICK & AUTO-TRENDLINE WORKSTATION6M: -5.71%📐 HORIZONTAL RANGE
2026-10-30O $105.9H $107.9L $83.12C $107.9VOL 264.2K
RES: $128.5SUP: $97.63SMA50: $113.8SMA200: $102.6
PRIMARY-SOURCE FORENSICS, SECOND-ORDER LINKS & AI ANALYST DESK
OPY Dilution Monitor, Expectations Hurdle, Butterfly Connections & Policy Exposure
Share Count & Dilution Monitor (#25)
Multi-year comparable XBRL diluted share count not disclosed (ETF or recent listing).
Reverse-DCF Expectations Hurdle (#30)
-6.0%/yr Implied 5Y Growth
vs. +15.9% actual YoY revenue growth (assuming 9.25% cost of equity & 16.5x terminal multiple).
Ellis Vennor Setup Ledger (#33)
No active Ellis Vennor swing setup published on OPY today. View full Setup Ledger →
🦋 Documented & Second-Order Butterfly Connections
Open Graph →
No direct multi-tier Butterfly edges indexed yet for OPY. Explore sector supply chains on /butterfly.
AI Analyst Theses, Washington Policy & Company Video
🎬 No recent verified company-specific video clip queued for OPY today (we never pad ticker pages with unrelated generic clips). Browse Macro Video Desk →
DETERMINISTIC MULTI-FACTOR EQUITY AUDIT • SEC EDGAR XBRL × RQD PEER BENCHMARK
📊 Quantitative Sector Peer Comparison, SEC Filing Delta & Investment FAQ (OPY)
Financials Rank #251 of 1096
⚔️ UROY vs OPY Full Matrix →
1. Head-to-Head Financials Peer Comparison (OPY vs. UROY, MUA, BKT, MUC)
Industry: Investment Bankers/Brokers/Service (64 Tracked Issuers)Across 1096 tracked Financials securities in the Roarable RQD universe, Oppenheimer Holdings Inc. (Class A) (OPY) ranks #251 by composite RQD confidence (67/100, grade C+) and #526 by equity capitalization ($1.16B). Within this direct 5-issuer industry benchmark cohort, OPY leads on earnings valuation at 7.8x trailing P/E, while OPY leads on capital efficiency and profitability with 17.6% ROIC and — gross margin. OPY currently leads its immediate peer cohort in composite quantitative strength at 67/100 (C+).
| Ticker / Company | Roarable Grade | RQD Score | Trailing P/E | Gross Margin | ROIC | 1D Change | Market Cap | Head-to-Head |
|---|---|---|---|---|---|---|---|---|
| OPY
ACTIVE
Oppenheimer Holdings Inc. (Class A) | C+ | 67/100 | 7.8x | — | 17.6% | +0.99% | $1.16B | Benchmark Subject |
| UROY Uranium Royalty Corp. | C+ | 66/100 | 32.5x | — | — | -2.80% | $1.31B | /uroy-vs-opy → |
| MUA Blackrock MuniAssets Fund Inc | C- | 60/100 | — | — | — | +0.83% | $1.45B | /mua-vs-opy → |
| BKT BlackRock Income Trust Inc. | C- | 60/100 | — | — | — | +1.44% | $1.47B | /bkt-vs-opy → |
| MUC Blackrock MuniHoldings California Quality Fund Inc. | C- | 60/100 | — | — | — | +1.00% | $1.50B | /muc-vs-opy → |
2. Multi-Year SEC XBRL Revenue, Cash Flow & Balance-Sheet Trajectory (FY2023–FY2025)
SEC EDGAR 10-K • FILED 2025-12-31 • CIK 0000791963In its most recent audited fiscal period (FY2025, filed 2025-12-31), Oppenheimer Holdings Inc. (Class A) (OPY) reported GAAP revenue of $1.42B (+15.9% vs. FY2024 revenue of $1.23B , and +32.8% cumulative change since FY2023) , GAAP net income of $148.4M, operating cash flow of $188.8M, and free cash flow of $183.6M (+262.0% YoY). On the balance sheet, OPY closed FY2025 with $3.72B in total assets against $0 in total debt (Altman Z-Score: N/A, Piotroski F-Score: 6/9).
| Fiscal Period | Filing Date | Revenue | Net Income | Operating Cash Flow | Free Cash Flow | Total Assets | Total Debt |
|---|---|---|---|---|---|---|---|
| FY2025 (FY) | 2025-12-31 | $1.42B | $148.4M | $188.8M | $183.6M | $3.72B | — |
| FY2024 (FY) | 2024-12-31 | $1.23B | $71.6M | -$108.2M | -$113.3M | $3.38B | — |
| FY2023 (FY) | 2023-12-31 | $1.07B | $30.2M | -$18.8M | -$18.8M | — | — |
3. OPY Data-Verified Investor FAQ (RQD Rating, Sector Peers, SEC Forensics & Technicals)
✓ SCHEMA.ORG FAQPAGE JSON-LD ENABLEDIs OPY stock a Buy, Hold, or Sell right now according to Roarable's RQD model?
As of 2026-11-01, Oppenheimer Holdings Inc. (Class A) (NYSE: OPY) is rated C+ (Hold / HOLD) by Roarable's 5-pillar RQD engine with a composite confidence score of 67/100 at a spot price of $107.94 (+0.99% 1D, market cap $1.16B). Pillar breakdown: Fundamental Cash Engine 17/20, Institutional 13F & Options Flow 8/20, Executive Insider Alignment 13/20, FRED Macro Regime Fit 12/20, and SEC Balance-Sheet Forensics 17/20. Across 1096 tracked Financials issuers, OPY ranks #251 in composite RQD confidence.
How does OPY compare to UROY and MUA in the Financials sector?
Within the Financials sector (Investment Bankers/Brokers/Service), OPY carries a Roarable C+ (67/100 RQD), trailing P/E of 7.8x, gross margin of —, and ROIC of 17.6%. By comparison, UROY (Uranium Royalty Corp.) holds a C+ grade (66/100 RQD, P/E 32.5x, ROIC —, cap $1.31B) and MUA (Blackrock MuniAssets Fund Inc) posts a C- grade (60/100 RQD, P/E N/A, ROIC —, cap $1.45B). Among the 5-stock peer group, OPY leads on earnings multiple (7.8x) while OPY leads on capital efficiency (17.6% ROIC).
What are the biggest fundamental strengths and SEC risk factors for OPY?
Per OPY's SEC EDGAR XBRL 10-K filing (FY2025, filed 2025-12-31, CIK 0000791963), Oppenheimer Holdings Inc. (Class A) generated $1.42B in revenue (+15.9% YoY), $148.4M in net income, and $183.6M in free cash flow against $3.72B in total assets and $0 in total debt. Key quantitative strengths: Strong cash generator (steady margins)—profits are backed by real money, not accounting tricks.. Primary risk factors monitored: Broader market pullbacks can still drag down strong stocks in the short run.. Institutional options positioning shows a 50% call / 50% put premium split.
Where is OPY trading relative to its 50-day, 200-day, and 52-week technical levels?
OPY last traded at $107.94 (+0.99% on volume of 98,693 shares), positioning the stock -5.18% below its 50-day simple moving average ($113.84) and +5.21% above its 200-day simple moving average ($102.59). Across its 52-week range of $63.81 to $125.88, OPY sits at the 71.1% percentile with a 14-day RSI of 24.0 (OVERSOLD (<32)) and an implied next-earnings move of ±9.0% ($98.23 to $117.65).
OPY Investor FAQ & Complete 8-Part Research Index
100% OPEN ACCESS • SEC EDGAR × CBOE × FREDWhy is OPY stock moving today?
Why OPY Stock advanced +0.99% Today — RQD Quant Desk Flash. Solid steady margins (18% return on capital), mixed timing at 8x P/E—hold if owned, no rush to chase.