CB CBOE Cboe Global Markets, Inc. Loading... : Bullish and Bearish Analyst Opinions

CBOE Global Markets raises its quarterly cash dividend by 19 percent to 86 cents per share.

CBOE is a buy like CME.

A news wire reports a broad list of price target increases from multiple analysts across dozens.

Long-term bullish on CBOE on wealth transfer

Management raised full-year 2026 revenue guidance due to broad-based strength across all business segments, driven by sustained options volume growth, retail engagement, and new product initiatives.

Rothera became a top-3 DCM within a month of supporting Robinhood prediction markets, indicating rapid scaling that could pressure incumbents like CBOE and Kalshi. — Robinhood's distribution muscle can vault a new DCM to top-tier status quickly, reshaping the prediction market competitive landscape.

When asked about the CBOE licensing agreement, SPGI declined to comment, which could mean either no major changes or strategic negotiations in progress.

Peak earnings season begins with 177 S&P 500 companies reporting Q2 results this week.

Observes exchange stocks are up sharply

IBKR is early to market with CBOE binary options, potentially capturing retail demand for leveraged short-duration trades.

Schwab is collaborating with CBOE to launch binary options, indicating a new product partnership that could drive trading volumes for both firms.

Legacy exchanges adapting to technological waves

Options exchanges undervalued despite favorable cycle

Cboe rides derivatives and retail boom.

Notes CBOE plans perpetual futures for crypto.

High-quality CBOE expected to trade higher.

Sliding due to fears over perpetual futures

Author discloses SPGI as their largest position at 4% and a 1% BR holding.

Buy high-moat financial compounders (exchanges, payment networks.

The author offers a humorous title for a note on CME and CBOE price action without expressing.

The author notes significant declines in CBOE, CME.

Sector rotation affects CBOE, Nasdaq, and ICE

Management's tone is highly bullish, with record revenues, raised guidance, and a clear strategy for growth in derivatives and new markets.

CBOE is developing binary option products that could serve as regulated prediction markets, potentially creating a new venue for Schwab to offer clients.

Buying CBOE on weakness; speaker highlights it as one of the rare Financials names generating.

"We are leveraging our enormous success in cash index option trading... We have strong interest from Schwab and others... They want their customers to have access to well-regulated markets." While unregulated offshore prediction markets get the media hype, traditional brokerages like Schwab need compliant, SEC/CFTC-regulated products to offer their massive retail client base. CBOE is building the exact infrastructure to capture this institutional and retail demand. LONG. CBOE is perfectly positioned to institutionalize and monetize the prediction market craze without the regulatory overhang faced by crypto-native platforms. Retail traders may prefer the user experience and broader, often unregulated, contract offerings of crypto-native platforms over traditional brokerage offerings.

"Our focus is really on event and prediction contracts, which I do think have utility based on financial instruments... What we're doing is... offering people the opportunity to trade a very simplified contract that gives them the ability to get a payoff for being mostly right, but not exactly right." The prediction market is booming, but largely dominated by unregulated or loosely regulated platforms focusing on pop culture and sports. By launching SEC-regulated, financially-focused prediction contracts with nuanced payout structures, Cboe is creating a differentiated derivatives product. This allows them to capture institutional and high-tier retail flow that requires strict regulatory compliance, expanding their Total Addressable Market (TAM) in a highly profitable niche. LONG CBOE. They are successfully leveraging their dominance in cash index options to capture a new, compliant segment of the rapidly growing prediction market ecosystem. By ignoring the sports betting segment (90% of current market volume), the actual demand for purely financial prediction contracts may be too niche to drive significant revenue growth.

The Fed put out a paper called Catching the Rise of Macro Markets... this is the most accurate gauge we have as the highest economic authority on the planet to what's going on... on GDP, unemployment, fed interest rates, inflation... we will always be committed to this and we'll be working with regulators for rulemaking. The Federal Reserve and CFTC are explicitly validating event contracts and macro prediction markets as legitimate, highly accurate financial instruments. As this asset class gains regulatory clarity and institutional acceptance, established regulated derivatives exchanges and brokers that offer event contracts will capture significant new trading volume and expand their Total Addressable Market. LONG. Regulatory validation of macro prediction markets creates a massive new revenue vertical for established derivatives exchanges and forward-thinking brokers. The CFTC could still impose strict position limits or ban certain high-volume event contracts (like political elections), severely capping the growth potential of the asset class.

"We really think that prediction markets will be bigger than the stock market. And I think the reason for that is that what prediction markets are is markets on anything that happens in the future... anyone in the world will have some opinion." Kalshi's landmark legal victory against the US government (CFTC) has officially de-risked and legalized event-based contracts as a financial asset class. While Kalshi is a private startup, this regulatory breakthrough creates a massive new Total Addressable Market (TAM) for public financial infrastructure companies. Forward-thinking brokerages (like Interactive Brokers, which recently launched its own prediction market, ForecastEx) and legacy derivative exchanges (CME, CBOE) are perfectly positioned to monetize this new retail and institutional demand by integrating event contracts into their existing platforms. LONG. The mainstreaming of prediction markets creates a net-new, high-margin revenue vertical for established public exchanges and brokerages that adapt to the event-trading boom. Private pure-play platforms (like Kalshi or crypto-native Polymarket) could monopolize the liquidity and volume, preventing legacy public exchanges from capturing meaningful market share. Additionally, future administrations could attempt to introduce new restrictive legislation against event betting.

I'll be live on @CNBC with Rick Santelli from the @Cboe floor today in 10 minutes, 2:20ET.