MIAX Miami International Holdings, Inc. Загрузка... : Бычьи и медвежьи мнения аналитиков
Загрузка графика...
Лучшие сигналы
Лента
11:27
15 авг
15 авг
The author is compiling a research thread of user-recommended non-AI tickers.
The author is compiling a research thread of user-recommended non-AI tickers, listing them as a factual watchlist
Низ.
20:36
06 авг
06 авг
Long MIAX on operating leverage and optionality.
Author is long MIAX, emphasizing strong Q2 operating leverage, technological advantages, and free optionality from Bloomberg licenses and a stake in Rothera.
Сред.
02:51
06 авг
06 авг
MIAX bull thesis: record revenue, litigation resolved
Long MIAX: record revenue and EBITDA, resolved Nasdaq litigation, and Bloomberg futures/retail access expansion support continued market share gains.
Сред.
20:38
05 авг
05 авг
Record MIAX Q2 earnings praised
Reports record Q2 revenue, EBITDA, and EPS beat with a positive tone, but gives no explicit buy/sell or forward directional commitment.
Сред.
18:58
31 июл
31 июл
Disclosed MIAX holding gained 15% in a month during a severe market selloff.
Disclosed MIAX holding gained 15% in a month during a severe market selloff; relative strength supports staying long, though no fresh catalyst or entry is stated.
Сред.
16:29
29 июл
29 июл
The author asks if the recipient has looked into MIAX.
The author asks if the recipient has looked into MIAX, which is a research inquiry rather than a directional position or trade call.
Низ.
15:31
28 июл
28 июл
Buy MIAX as a volatility hedge with structural tailwinds.
Buy MIAX as a volatility hedge with structural tailwinds: options exchange earns per-contract regardless of direction, recurring data/connectivity revenue grew 45% last quarter with 66% EBITDA growth, and a 10% stake in a CFTC-licensed prediction market venture (carried at zero on books) provides a free call option on a category Bernstein models at $1T/year by 2030.
Выс.
16:44
27 июл
27 июл
Buy MIAX as a volatility-regime hedge: core exchange business earns per-contract regardless.
Buy MIAX as a volatility-regime hedge: core exchange business earns per-contract regardless of direction, recurring data/connectivity revenue grew 45% last quarter with 51% margins, EBITDA up 66%, and a 10% stake in a CFTC-licensed prediction market venture (carried at zero) provides a free call option on a category Bernstein models at $1T by 2030.
Выс.
00:14
25 июл
25 июл
The author highlights Robinhood's rapid growth in prediction markets and their strategic.
The author highlights Robinhood's rapid growth in prediction markets and their strategic acquisition of MIAXdx as a significant revenue catalyst.
Низ.
13:02
23 июл
23 июл
MIAX offers compelling asymmetric upside
Author highlights MIAX as a high-quality company trading at an attractive valuation with compelling asymmetric upside.
Сред.
13:59
22 июл
22 июл
Observes exchange stocks are up sharply
Observes exchange stocks are up sharply today after being wrongly declared dying businesses, no current directional view.
Низ.
04:53
22 июл
22 июл
Buy MIAX as litigation risk removal clears path for valuation re-rating given 40% revenue.
Buy MIAX as litigation risk removal clears path for valuation re-rating given 40% revenue growth, 51% margins, and upcoming earnings/options launch catalysts.
Выс.
18:16
09 июл
09 июл
Buy MIAX as a structural compounder with a volatility hedge embedded.
Buy MIAX as a structural compounder with a volatility hedge embedded: recurring data/connectivity revenue grew 45% last quarter, net revenue +40%, EBITDA +66%, trading at ~13x forward; free upside from Bloomberg's challenge to Cboe's SPX/VIX monopoly, a carried-at-zero prediction market stake, and two newly profitable international exchanges.
Выс.
00:26
08 июл
08 июл
Points out MIAX holds a 10% stake in HOOD prediction markets.
Points out MIAX holds a 10% stake in HOOD prediction markets, a factual observation without author's directional view.
Низ.
14:52
07 июл
07 июл
Buy MIAX as a misunderstood exchange trading at ~13x forward earnings despite 30%+ growth.
Buy MIAX as a misunderstood exchange trading at ~13x forward earnings despite 30%+ growth and 51% margins; near-term catalyst is cash-settled Bloomberg index options launch (Cboe/CME can't replicate due to clearinghouse conflicts); 30% index-rebalance-driven selloff created entry; free 10% stake in Robinhood/Susquehanna prediction market venture is unmodeled upside. Watch open interest post-options launch as the key signal.
Выс.
11:40
07 июл
07 июл
Strong June trading volumes contrast with price
Reports strong June trading volumes and market share gains, noting a disconnect with recent weak stock price performance.
Сред.
17:24
06 июл
06 июл
Buy MIAX at a 30% dislocation caused by Russell rebalance forced selling (not fundamentals).
Buy MIAX at a 30% dislocation caused by Russell rebalance forced selling (not fundamentals); subscription/data business growing 45% at 51% margins is mispriced as a pure volume play, Bloomberg index options launch is a structural Cboe moat-bypass catalyst, and a free 10% prediction market stake provides asymmetric upside optionality.
Выс.
16:30
06 июл
06 июл
The author finds MIAX an exciting non-AI story but does not state a position or directional.
The author finds MIAX an exciting non-AI story but does not state a position or directional view.
14:15
01 июл
01 июл
Regulated infrastructure provides wide moat against perps
Author holds MIAX, arguing its regulated market infrastructure and risk management functions provide a wide moat against unregulated perpetual futures.
Сред.
19:28
24 июн
24 июн
Market misprices stock despite genuine technological edge.
Argues the market misprices the stock due to unfounded disruption fears, ignoring its genuine technological edge in execution speeds.
Сред.
16:16
23 июн
23 июн
Notes MIAX considering perpetual futures for crypto.
Notes MIAX CEO has spoken about offering perpetual futures for BTC and ETH if there is sufficient demand.
Сред.
13:18
23 июн
23 июн
Author discloses heavy investment in undervalued MIAX.
Author discloses a heavy investment in MIAX, citing its fast-growing derivatives exchange, exclusive Bloomberg products, and attractive valuation compared to CBOE.
Сред.
09:15
17 июн
17 июн
Sentiment-driven selloff ignores strong institutional fundamentals
Views the recent selloff as a sentiment-driven mispricing, arguing that unregulated perpetual futures target a different customer base and do not threaten the company's institutional options business.
Сред.
15:24
16 июн
16 июн
Unfounded perpetual futures fears create buying opportunity
Argues the stock is mispriced due to unfounded fears over perpetual futures, which actually expand the overall market rather than threatening the regulated options business.
Сред.
14:22
16 июн
16 июн
Sliding due to fears over perpetual futures
Attributes the recent slide in derivative exchange operators to market fears over unregulated perpetual futures volume.
Низ.
14:55
12 июн
12 июн
Top position anticipating SpaceX options volume boost
Author holds a top position, anticipating significant new options volume from the upcoming SpaceX IPO, comparing its potential to NVIDIA and Tesla.
Сред.
16:26
09 июн
09 июн
Long MIAX on ultra-low latency competitive edge
Author discloses a long position in MIAX, highlighting its competitive edge in ultra-low and predictable latency which attracts market makers during extreme volatility.
Сред.
14:25
09 июн
09 июн
Summarizes MIAX CEO remarks at conference
Summarizes CEO remarks at a Morgan Stanley conference regarding perpetual futures, technology differentiation, and Q1 2026 metrics.
Сред.
13:50
05 июн
05 июн
Strong growth and low multiple create opportunity
Strong Q1 growth metrics and a low 10x forward EV/EBITDA multiple make the post-selloff price an extremely attractive entry point.
Сред.
20:41
04 июн
04 июн
Retained prediction market stake provides hidden upside
Retained stake in prediction market Rothera provides hidden upside as Robinhood routes increasing event contract volume ahead of the World Cup.
Сред.
Об аналитическом покрытии MIAX
Buzzberg отслеживает MIAX (Miami International Holdings, Inc.) в 5 источниках. Бычьих сигналов: 9, медвежьих: 0, от 5 аналитиков. Сентимент преимущественно бычий (22%). Всего отслеживается 41 торговая идея. Последние спикеры: thebigberbowski, moodywriter13, ckcapitalxx.