LPLA LPL Financial Holdings Forecast, Technical & Fundamental Analysis

Technical Analysis (Indicators)

Bullish Trend Analysis

The RSI Indicator points to a transition from a downward trend to an upward trend -- in cases where LPLA's RSI Indicator exited the oversold zone, 15 of 22 resulted in an increase in price. Tickeron's analysis proposes that the odds of a continued upward trend are 68%.

The Stochastic Oscillator suggests the stock price trend may be in a reversal from a downward trend to an upward trend. 42 of 57 cases where LPLA's Stochastic Oscillator exited the oversold zone resulted in an increase in price. Tickeron's analysis proposes that the odds of a continued upward trend are 74%.

The Moving Average Convergence Divergence (MACD) for LPLA just turned positive on November 09, 2026. Looking at past instances where LPLA's MACD turned positive, the stock continued to rise in 32 of 43 cases over the following month. The odds of a continued upward trend are 74%.

Following a +4.40% 3-day Advance, the price is estimated to grow further. Considering data from situations where LPLA advanced for three days, in 245 of 366 cases, the price rose further within the following month. The odds of a continued upward trend are 67%.

Bearish Trend Analysis

The Momentum Indicator moved below the 0 level on October 19, 2026. You may want to consider selling the stock, shorting the stock, or exploring put options on LPLA as a result. In 48 of 88 cases where the Momentum Indicator fell below 0, the stock fell further within the subsequent month. The odds of a continued downward trend are 55%.

Following a 3-day decline, the stock is projected to fall further. Considering past instances where LPLA declined for three days, the price rose further in 50 of 62 cases within the following month. The odds of a continued downward trend are 65%.

The Aroon Indicator for LPLA entered a downward trend on November 06, 2026. This could indicate a strong downward move is ahead for the stock. Traders may want to consider selling the stock or buying put options.

Fundamental Analysis (Ratings)

The Tickeron Profit vs. Risk Rating rating for this company is 40 (best 1 - 100 worst), indicating well-balanced risk and returns. The average Profit vs. Risk Rating rating for the industry is 88, placing this stock slightly better than average.

The Tickeron SMR rating for this company is 48 (best 1 - 100 worst), indicating strong sales and a profitable business model. SMR (Sales, Margin, Return on Equity) rating is based on comparative analysis of weighted Sales, Income Margin and Return on Equity values compared against S&P 500 index constituents. The weighted SMR value is a proprietary formula developed by Tickeron and represents an overall profitability measure for a stock.

The Tickeron Price Growth Rating for this company is 62 (best 1 - 100 worst), indicating steady price growth. LPLA’s price grows at a higher rate over the last 12 months as compared to S&P 500 index constituents.

The Tickeron Valuation Rating of 79 (best 1 - 100 worst) indicates that the company is slightly overvalued in the industry. This rating compares market capitalization estimated by our proprietary formula with the current market capitalization. This rating is based on the following metrics, as compared to industry averages: P/B Ratio (4.042) is normal, around the industry mean (3.120). P/E Ratio (23.622) is within average values for comparable stocks, (6.734). Projected Growth (PEG Ratio) (0.404) is also within normal values, averaging (0.809). Dividend Yield (0.004) settles around the average of (8.976) among similar stocks. P/S Ratio (1.364) is also within normal values, averaging (16.899).

The Tickeron PE Growth Rating for this company is 81 (best 1 - 100 worst), pointing to worse than average earnings growth. The PE Growth rating is based on a comparative analysis of stock PE ratio increase over the last 12 months compared against S&P 500 index constituents.