AssetMark Financial Holdings Inc (AMK) Forecast, Price Target & Analyst Ratings

NYSE:AMK • US04546L1061

Current stock price

35.24 USD
-0.02 (-0.06%)
At close:
35.25 USD
+0.01 (+0.03%)
After Hours:

Analyst forecast overview

View the latest analyst price targets, stock forecast, EPS estimates, revenue projections, revisions, full estimates, rating distribution and upgrades/downgrades for AssetMark Financial Holdings Inc (AMK).

Forecast Snapshot

Consensus Price Target

Price Target
$37.13
+ 5.36% Upside
→ Price target details

Next Earnings Forecast

Earnings Estimate
Release Date
Nov 4, 2024
Period
Q3 / 2024
EPS Estimate
$0.69
Revenue Estimate
153.52M
→ Full earnings forecast details

ChartMill Buy Consensus

Rating
72.50%
Weighted Analyst Rating Score
→ Analyst Ratings details

Price Target Details & History

Consensus Price Target and Range

Mean target
$37.13
Upside
+ 5.36%
From current price of $35.24 to mean target of $37.13, Based on 8 analyst forecasts
Low
$36.76
Median
$37.13
High
$38.22

Price Target Revisions

1 Month
0.00%
3 Months
0.00%

Price Target Summary

8 Wall Street analysts provided a forecast for the next 12 months for AMK. The average price target is 37.13 USD. This implies a price increase of 5.36% is expected in the next year compared to the current price of 35.24.
→ Find peer stocks trading 30% below analyst price target

Analyst Ratings & History

Current Analyst Ratings

AMK Current Analyst RatingAMK Current Analyst Buy, Sell and Hold Ratings.Current Analyst Rating Strong Buy Buy Hold Sell Strong Sell 0 0 0 0 0

Analyst Ratings History

AMK Historical Analyst RatingsAMK Historical Analyst Buy, Sell and Hold Ratings and number of analysts.Historical Monthly Analyst Rating -19 -17 -15 -13 -11 -9 -7 -5 -3 -1 2 4 6 8 10

Analyst Ratings Consensus

ChartMill Buy Consensus
72.50%
AMK was analyzed by 8 analysts. The buy percentage consensus is at 73. So analysts seem to be have mildly positive about AMK.
In the previous month the buy percentage consensus was at a similar level.
AMK was analyzed by 8 analysts. More opinions would make the average more meaningful.
→ Find peer stocks with a buy consensus above 85%

Recent Upgrades & Downgrades

DateFirmActionFrom → To
2024-04-26JP MorganDowngrade Overweight -> Neutral
2024-04-11Raymond JamesMaintains Strong Buy -> Strong Buy
2024-01-11Raymond JamesMaintains Strong Buy -> Strong Buy
2023-11-07BMO CapitalMaintains Market Perform -> Market Perform
2023-10-11Raymond JamesMaintains Strong Buy -> Strong Buy
2023-07-12Raymond JamesMaintains Strong Buy -> Strong Buy
2023-06-05JefferiesMaintains Hold -> Hold
2023-05-04Credit SuisseMaintains Outperform
2023-04-11Raymond JamesMaintains Strong Buy
2023-02-23Credit SuisseMaintains Outperform
2023-01-23JP MorganUpgrade Neutral -> Overweight
2023-01-11Raymond JamesMaintains Strong Buy
2022-11-02Raymond JamesMaintains Strong Buy
2022-10-11Raymond JamesMaintains Strong Buy
2022-07-12Raymond JamesMaintains Strong Buy
2022-04-29Raymond JamesMaintains Strong Buy
2022-04-12Raymond JamesMaintains Strong Buy
2021-11-10Raymond JamesMaintains Strong Buy
2021-11-10Credit SuisseMaintains Outperform
2021-07-29Raymond JamesMaintains Strong Buy
2021-07-13Raymond JamesMaintains Strong Buy
2021-05-11Raymond JamesUpgrade Outperform -> Strong Buy
2021-05-05Raymond JamesMaintains Outperform
2021-02-12Raymond JamesMaintains Outperform

Next Earnings Forecast Details

Next Earnings Details

Release Date
Nov 4, 2024
Period
Q3 / 2024
EPS Estimate
$0.69
Revenue Estimate
153.52M
Revenue Q2Q
-19.42%
EPS Q2Q
10.77%
Number of Analysts
4

Next Earnings Revisions

Revenue (1 Month)
0.00%
Revenue (3 Months)
-0.65%
EPS (1 Month)
0.00%
EPS (3 Months)
-1.45%

Next Earnings Summary

AMK is expected to report earnings on 11/4/2024. The consensus EPS estimate for the next earnings is 0.69 USD and the consensus revenue estimate is 153.52M USD.
The next earnings revenue estimate has been revised downward by 0.65% in the past 3 months.
→ Find peers expecting at least 20% revenue growth next quarter

Full Analyst Estimates

Yearly Earnings Per Share (EPS), Revenue, EBIT, EBITDA and Operating Margin Analyst Estimates

2021 2022 2023 2024 2025 2026 2027 2028
Revenue
YoY % growth
AMK revenue by date.AMK revenue by date.
530.3M
22.73%		618.3M
16.59%		708.499M
14.59%		606M
-14.47%		630.24M
4.00%		659.53M
4.65%		727.2M
10.26%		787.8M
8.33%
EBITDA
YoY % growth
AMK ebitda by date.AMK ebitda by date.
86.4M
111.25%		174.4M
101.85%		230.445M
32.14%		286.94M
24.52%		308.05M
7.36%		311.08M
0.98%		343.4M
10.39%		382.79M
11.47%
EBIT
YoY % growth
AMK ebit by date.AMK ebit by date.
48.5M
736.21%		143.3M
195.46%		194.901M
36.01%		268.66M
37.84%		274.72M
2.26%		284.82M
3.68%		321.18M
12.77%		363.6M
13.21%
Operating Margin
AMK operating margin by date.AMK operating margin by date.
9.15%23.18%27.51%44.33%43.59%43.19%44.17%46.15%
EPS
YoY % growth
AMK eps by date.AMK eps by date.
1.40
38.61%		1.76
25.71%		2.29
30.11%		2.67
16.44%		2.79
4.55%		2.75
-1.45%		3.01
9.56%		3.35
11.41%

All data in USD

Quarterly Earnings Per Share (EPS), Revenue, EBIT and EBITDA Analyst Estimates

Q3 / 24 Q4 / 24 Q1 / 25 Q2 / 25 Q3 / 25 Q4 / 25 Q1 / 26 Q2 / 26 Q3 / 26 Q4 / 26
EPS
Q2Q % growth		0.69
10.77%		0.69
17.26%		0.67
11.10%		0.68
3.30%		0.72
4.41%		0.73
5.11%		0.670.70
2.22%		0.720.74
1.39%
Revenue
Q2Q % growth		153.52M
-19.42%		158.57M
37.13%		156.55M
7.66%		160.59M
7.20%		163.62M
6.58%		166.65M
5.10%		164.63M
5.16%		169.68M
5.66%		172.71M
5.56%		174.73M
4.85%
EBITDA
Q2Q % growth		73.326M
-10.14%		74.801M
-26.69%		74.033M
19.52%		76.098M
12.79%		79.81M
8.84%		81.083M
8.40%		75.75M
2.32%		78.78M
3.52%		80.8M
1.24%		82.82M
2.14%
EBIT
Q2Q % growth		68.68M
23.75%		69.69M
4.82%		65.65M
26.20%		69.69M
47.50%		71.71M
4.41%		73.73M
5.80%		69.69M
6.15%		73.73M
5.80%		74.74M
4.23%		77.77M
5.48%

All data in USD

Yearly Earnings Per Share (EPS) and Revenue Trends vs Historical Data

AMK Yearly Revenue VS EstimatesAMK Yearly Revenue VS EstimatesYearly Revenue VS Estimates 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 200M 400M 600M
AMK Yearly EPS VS EstimatesAMK Yearly EPS VS EstimatesYearly EPS VS Estimates 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 1 2 3

Long Term Forward Growth Forecast Summary

Long Term EPS Growth (CAGR)

EPS Next 3 Year
6.26%
EPS Next 5 Year
7.93%

Long Term Revenue Growth (CAGR)

Revenue Next 3 Year
0.72%
Revenue Next 5 Year
4.07%

Long Term EBIT Growth (CAGR)

EBIT Next 3 Year
10.53%
EBIT Next 5 Year
10.69%
→ Find peers expecting at least 20% CAGR revenue growth over the next 3 years

AssetMark Financial Holdings Inc / AMK Forecast FAQ

What is the price target for AMK stock?

8 analysts have analysed AMK and the average price target is 37.13 USD. This implies a price increase of 5.36% is expected in the next year compared to the current price of 35.24.

Can you provide the upcoming earnings date for AssetMark Financial Holdings Inc?

AssetMark Financial Holdings Inc (AMK) will report earnings on 2024-11-04, after the market close.

What are the consensus estimates for AMK stock next earnings?

The consensus EPS estimate for the next earnings of AssetMark Financial Holdings Inc (AMK) is 0.69 USD and the consensus revenue estimate is 153.52M USD.

Can you provide the expected long term growth rate for AssetMark Financial Holdings Inc stock?

The expected long term growth rate for AssetMark Financial Holdings Inc (AMK) is 0.72%.