Record quarter, stock sinks
Schwab posted record revenue and beat on adjusted earnings with record net new assets, yet the stock is falling violently after hours as news coverage points to deposits and net interest margin coming in below expectations despite management raising operating leverage and margin expansion outlooks.
Sources: https://www.sec.gov/Archives/edgar/data/316709/000
Previous verdicts for SCHW
- AI Search: Evercore ISI Cuts Charles Schwab Price Target on Funding Costs — 2026-10-28
- Schwab outage weighs — 2026-10-23
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