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SWKH
Stock ticker: NASDAQ
AS OF
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Price
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Capitalization
198.77M

SWKH SWK Holdings Corp Forecast, Technical & Fundamental Analysis

a company, which engaged in the business of financial and asset management in the field of pharmaceutical

Technical Analysis# Of IndicatorsAvg. Odds
   
   
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A.I.Advisor
a Summary for SWKH with price predictions
08:00 PM EDT Oct 01, 2023

SWKH in upward trend: price expected to rise as it breaks its lower Bollinger Band on September 06, 2023

SWKH may jump back above the lower band and head toward the middle band. Traders may consider buying the stock or exploring call options. In of 35 cases where SWKH's price broke its lower Bollinger Band, its price rose further in the following month. The odds of a continued upward trend are .

Price Prediction Chart

Technical Analysis (Indicators)

Bullish Trend Analysis

The Stochastic Oscillator suggests the stock price trend may be in a reversal from a downward trend to an upward trend. of 61 cases where SWKH'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 .

The Momentum Indicator moved above the 0 level on September 29, 2023. You may want to consider a long position or call options on SWKH as a result. In of 124 past instances where the momentum indicator moved above 0, the stock continued to climb. The odds of a continued upward trend are .

The Moving Average Convergence Divergence (MACD) for SWKH just turned positive on September 13, 2023. Looking at past instances where SWKH's MACD turned positive, the stock continued to rise in of 56 cases over the following month. The odds of a continued upward trend are .

Following a 3-day Advance, the price is estimated to grow further. Considering data from situations where SWKH advanced for three days, in of 201 cases, the price rose further within the following month. The odds of a continued upward trend are .

Bearish Trend Analysis

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

The Aroon Indicator for SWKH entered a downward trend on September 18, 2023. 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)

Fear & Greed

The Tickeron Profit vs. Risk Rating rating for this company is (best 1 - 100 worst), indicating low risk on high returns. The average Profit vs. Risk Rating rating for the industry is 81, placing this stock better than average.

The Tickeron Seasonality Score of (best 1 - 100 worst) indicates that the company is fair valued in the industry. The Tickeron Seasonality score describes the variance of predictable price changes around the same period every calendar year. These changes can be tied to a specific month, quarter, holiday or vacation period, as well as a meteorological or growing season.

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

The Tickeron Valuation Rating of (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 (0.726) is normal, around the industry mean (3.444). P/E Ratio (11.325) is within average values for comparable stocks, (30.562). Projected Growth (PEG Ratio) (0.000) is also within normal values, averaging (4.623). Dividend Yield (0.000) settles around the average of (0.071) among similar stocks. P/S Ratio (4.815) is also within normal values, averaging (78.149).

The Tickeron SMR rating for this company is (best 1 - 100 worst), indicating weak sales and an unprofitable 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 PE Growth Rating for this company is (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.

A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Bank of New York Mellon Corp (NYSE:BK), Ares Capital Corp (NASDAQ:ARCC), WisdomTree (NYSE:WT), AMTD IDEA Group (NYSE:AMTD).

Industry description

Investment Managers manage financial assets and other investments of clients. Management includes designing a short- or long-term strategy for buying/holding and selling of portfolio holdings. It can also include tax services and other aspects of financial planning as well. While it is perceived that the industry is faced with growing competition from robo-advisors/digital platforms and passive/ index-tracking funds, many investors still find value in actively managed in-person services that investment management companies often emphasize on. At the same time, many wealth managers are also incorporating digital initiatives/low cost options in addition to their in-person customized services. Their main sources of revenues are fees as a percentage of assets under management, in addition to a certain portion of clients’ gains from asset appreciation. BlackRock, Inc., Blackstone Group Inc and Brookfield Asset Management are some of the major investment management companies.

Market Cap

The average market capitalization across the Investment Managers Industry is 5.13B. The market cap for tickers in the group ranges from 57 to 108.81B. FDLPF holds the highest valuation in this group at 108.81B. The lowest valued company is RSERF at 57.

High and low price notable news

The average weekly price growth across all stocks in the Investment Managers Industry was -0%. For the same Industry, the average monthly price growth was 7%, and the average quarterly price growth was 12%. PIAC experienced the highest price growth at 109%, while EWGFF experienced the biggest fall at -44%.

Volume

The average weekly volume growth across all stocks in the Investment Managers Industry was 16%. For the same stocks of the Industry, the average monthly volume growth was 21% and the average quarterly volume growth was 5%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 36
P/E Growth Rating: 50
Price Growth Rating: 57
SMR Rating: 69
Profit Risk Rating: 80
Seasonality Score: 24 (-100 ... +100)
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A.I. Advisor
published Earnings

SWKH is expected to report earnings to rise 34.23% to 41 cents per share on November 15

SWK Holdings Corp SWKH Stock Earnings Reports
Q3'23
Est.
$0.42
Q2'23
Missed
by $0.09
Q1'23
Beat
by $0.10
Q4'22
Missed
by $0.14
Q3'22
Beat
by $0.46
The last earnings report on August 10 showed earnings per share of 31 cents, missing the estimate of 40 cents. With 7.54K shares outstanding, the current market capitalization sits at 198.77M.
A.I. Advisor
published General Information

General Information

a company, which engaged in the business of financial and asset management in the field of pharmaceutical

Industry InvestmentManagers

Profile
Fundamentals
Details
Industry
N/A
Address
14755 Preston Road
Phone
+1 972 687-7250
Employees
21
Web
https://www.swkhold.com
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SWKH and

Correlation & Price change

A.I.dvisor tells us that SWKH and AMP have been poorly correlated (+30% of the time) for the last year. This A.I.-generated data suggests there is low statistical probability that SWKH and AMP's prices will move in lockstep.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To SWKH
1D Price
Change %
SWKH100%
+0.63%
AMP - SWKH
30%
Poorly correlated
-1.16%
CNS - SWKH
29%
Poorly correlated
-1.10%
AMG - SWKH
28%
Poorly correlated
+0.58%
PSEC - SWKH
28%
Poorly correlated
-1.40%
GLAD - SWKH
28%
Poorly correlated
-1.61%
More

Groups containing SWKH

Correlation & Price change

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To SWKH
1D Price
Change %
SWKH100%
+0.63%
Investment Managers
(undefined stocks)
28%
Poorly correlated
-0.66%