CME CME Group Inc. Loading... : Bullish and Bearish Analyst Opinions
Loading chart...
Top Calls
Feed
20:47
Sep 01
Sep 01
CME faces crypto futures competition.
CME spent decades building U.S. futures dominance but now faces a sudden wave of approved crypto perpetual futures competitors including Kalshi, Coinbase Derivatives and Hyperliquid via Kraken; CME's lawsuit looks like a rearguard action and a cloud over incumbent exchanges.
MED
18:45
Aug 26
Aug 26
Perp futures growth accelerates across platforms
If regulated onchain perpetual futures come to the US, Ryan expects a massive acceleration in tokenized-asset and perp growth; perpetuals are already one of crypto's fastest-growing segments and are enabling 24/7 price discovery for oil, the S&P 500, SpaceX and Anthropic pre-IPO, plus gold, driving a perps race among platforms like Coinbase, Hyperliquid, Robinhood, and CME.
MED
20:06
Aug 25
Aug 25
Incumbent exchange tokenization battle is 2026 story.
The pitched battle between incumbent exchange operators and crypto-native upstarts is the market structure story for 2026; ICE, CME and Nasdaq are tokenizing stocks and defending their turf as upstarts such as Hyperliquid and Coinbase encroach, with CME playing offense in crypto futures and defense against perpetual futures.
HIGH
16:49
Aug 24
Aug 24
CME to launch compute futures October 5
CME and Silicon Data plan to launch compute futures contracts on October 5, 2026, pending regulatory review. No directional view from the speaker.
LOW
15:46
Aug 14
Aug 14
Article reports CME Group and Silicon Data plan to launch compute futures on October 5, 2026 pending regulatory review; if the contract scales, CME captures a new derivatives revenue stream and become
Article reports CME Group and Silicon Data plan to launch compute futures on October 5, 2026 pending regulatory review; if the contract scales, CME captures a new derivatives revenue stream and becomes the venue for hedging AI's largest input cost.
Risk: Regulatory review, low initial volume, and GPU interchangeability problems could prevent the contract from achieving meaningful liquidity.
07:07
Aug 14
Aug 14
Baupost adds AMZN plus five other names.
Reports Baupost Group's 13F additions in AMZN, GPC, GOOG, NCLH, newly initiated CME, and PS; speaker gives no personal directional stance.
MED
15:31
Aug 13
Aug 13
CME benefits from retail 24/7 demand
CME's sequential rollout of 24/7 trading from crypto to gold to silver is driven by demonstrated retail demand for smaller, regulated, always-on contracts, with metals being a global asset class split roughly half US and half non-US. This positions CME for continued client-driven growth in 24/7 futures.
MED
17:08
Aug 06
Aug 06
Reuters analysis reports that hackers recently targeted Blackstone, Moody's.
Reuters analysis reports that hackers recently targeted Blackstone, Moody's, and CME among more than two dozen U.S. financial institutions and companies.
23:52
Aug 05
Aug 05
Exchange monopolies like CME are buys.
CME Group is very good; exchanges have monopoly or duopoly characteristics, making them attractive investments.
MED
11:30
Aug 04
Aug 04
CME Group reports record July trading volume of 27 million contracts, up 23% year over year.
12:30
Jul 30
Jul 30
ICE's own treasury clearing system (approved) is central to its strategy to extend its fixed income network, though it's not a lead player in the US. The plan is to tie Market Access's treasury rates platform into ICE's clearing system, aiming to scale its US rates footprint. — This validates a durable competitive push into the US rates clearing market, directly threatening CME's incumbency and its related treasury data and execution revenue streams.
MED
03:16
Jul 23
Jul 23
Raymond James raises its price target on CME Group to 330 dollars from 320 dollars.
00:00
Jul 23
Jul 23
Management proactively addressed perpetual-style derivatives, estimating that even in an extreme approval scenario, crossover to existing Nasdaq products would be less than 1% of total revenue, and emphasized their view that such innovations would create incremental fintech opportunities rather than cannibalize current business. — Nasdaq is signaling that perpetuals are not a threat to its existing derivatives revenue, but could open new technology and index-licensing revenue streams, potentially pressuring CME and ICE to adapt.
HIGH
22:15
Jul 22
Jul 22
CME CEO Terry Duffy says the exchange operator can offer perpetual futures but sees no demand.
CME CEO Terry Duffy says the exchange operator can offer perpetual futures but sees no demand from core clients for the derivatives.
13:59
Jul 22
Jul 22
Observes exchange stocks are up sharply
Observes exchange stocks are up sharply today after being wrongly declared dying businesses, no current directional view.
LOW
08:30
Jul 22
Jul 22
Management's tone is bullish based on record Q2 results, strong July volume, and a robust product pipeline (single stock futures, compute futures, Treasury Link).
HIGH
16:30
Jul 21
Jul 21
IBKR aggregates liquidity across multiple prediction market venues, making CME's event contracts more accessible to retail and institutional clients.
HIGH
13:00
Jul 03
Jul 03
CME is cheap after being crushed.
CME Group and other exchanges have been crushed and are now cheap, presenting a buying opportunity. The sell-off on competition fears is overdone, and the business remains strong.
MED
14:43
Jul 02
Jul 02
CME, ICE undervalued speculation plays
CME and ICE are high-quality exchange businesses with consistent earnings growth and strong cash flows. They rarely trade below 20x earnings, but ICE is at 15x and CME at 18x. The sell-off driven by perpetual futures competition fears is overblown—institutional volumes, physical delivery, and their ability to offer similar products provide a defense. They also benefit from rising speculation in an inflationary environment.
HIGH
13:24
Jul 02
Jul 02
Goldman cut price target on CME Group to $245, reflecting bearish analyst action.
MED
11:33
Jul 02
Jul 02
CME Group reports June average daily volume of 30.6 million contracts, up 19% year-over-year.
14:15
Jul 01
Jul 01
Legacy exchanges adapting to technological waves
Notes legacy exchanges are adapting to technological waves, no directional view stated.
LOW
13:48
Jun 30
Jun 30
CME Group is launching trading contracts for beef products used in hamburgers and meatballs.
CME Group is launching trading contracts for beef products used in hamburgers and meatballs as prices surge amid a shrinking US cattle herd.
16:00
Jun 25
Jun 25
CME stock pressured by perp competition.
CME Group's stock price declines as trading volume on crypto perpetual futures venues like HyperLiquid rises. CME is suing the CFTC to block domestic perps because it perceives the competition as an existential threat to its derivatives monopoly. Despite the lawsuit, crypto traders are likely to adapt and create new instruments, which will keep pressure on CME's share price.
HIGH
03:49
Jun 24
Jun 24
CME lawsuit could backfire and harm CME.
The CME's lawsuit against the CFTC over perpetuals could backfire by prompting the CFTC to classify rolling futures as swaps, imposing higher margin on CME's core products, or by leading the Supreme Court to rule Dodd-Frank's swap definition vague and disrupt established markets, harming CME's business. In the post-Chevron era, challenging your regulator on delegated authority is especially risky.
MED
22:23
Jun 23
Jun 23
CME selloff overdone, buy the king.
Fears that perpetual futures will displace CME equity products have caused an overdone sell-off in CME. CME is the dominant exchange and a 'king'; the pullback represents a buying opportunity.
MED
04:58
Jun 19
Jun 19
Speaker notes CME's move into GPU futures, highlighting development in compute market structure.
LOW
23:25
Jun 18
Jun 18
CME is suing a U.S. regulator to block Kalshi from offering perpetual futures.
CME is suing a U.S. regulator to block Kalshi from offering perpetual futures, a regulatory dispute with no directional trade call from the author.
LOW
18:27
Jun 18
Jun 18
CME Group well-positioned for continued growth.
CME Group is well-positioned for the future with a smooth CEO transition from Terry Duffy to Lynn Fitzpatrick. Fitzpatrick, currently CFO and President, has been alongside Duffy for years and understands the critical questions around 24/7 trading and perpetual futures. The speaker trusts her ability to navigate these challenges, and the firm continues to be a core holding in their ETF.
MED
15:44
Jun 18
Jun 18
Watch CME — author frames its lawsuit against perp futures access as monopoly entrenchment.
Watch CME — author frames its lawsuit against perp futures access as monopoly entrenchment rather than legitimate regulation, implying competitive and reputational risk as decentralized venues gain ground.
MED
About CME Analyst Coverage
Buzzberg tracks CME (CME Group Inc.) across 33 sources. 18 bullish vs 2 bearish calls from 49 analysts. Sentiment: predominantly bullish (25%). 65 total trade ideas tracked. Past 7 days: 1 watch. Latest voices: Bloomberg Intelligence, Ryan Rasmussen, Dushyant Shahrawat.