LAZ Lazard, Inc. Loading... : Bullish and Bearish Analyst Opinions
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15:20
Jul 27
Jul 27
Lazard Asset Management hired executives from Goldman Sachs and AllianceBernstein as part.
Lazard Asset Management hired executives from Goldman Sachs and AllianceBernstein as part of a revamp led by its new CEO.
12:13
Jul 23
Jul 23
Lazard execution will drive stock price
Lazard is emerging from its J-curve period after upgrading 40% of managing directors. Forward indicators such as backlog up over 100% year-over-year, best league table standing since 2014, and conflict clearances up 40% are starting to translate into revenue and earnings, with a significant positive shift expected by 2027. The stock price will reflect continued execution.
HIGH
15:48
Jul 14
Jul 14
Watch large-cap advisory firms for an M&A upturn signaled by Goldman's record backlog and fee.
Watch large-cap advisory firms for an M&A upturn signaled by Goldman's record backlog and fee growth.
MED
03:59
Jun 17
Jun 17
Watch these financial services beneficiaries of the GAI buildout; no author position disclosed.
Watch these financial services beneficiaries of the GAI buildout; no author position disclosed, treat as research basket.
MED
03:56
Jun 17
Jun 17
Watch as beneficiaries of AI infrastructure financing.
Watch as beneficiaries of AI infrastructure financing. The author maps direct and fee-pool exposure across alternative managers, banks, boutiques, and ratings firms. No ownership stated.
MED
12:30
May 07
May 07
The NHP supply contract from the Mauritius farm with an external customer will be wound down over the next few quarters, freeing up animal supply for internal studies and improving vertical integration. — This will shift supply away from competitors and independent CROs, potentially reducing their ability to source NHPs competitively, giving CRL a cost and supply advantage.
MED
21:35
Mar 03
Mar 03
Rogers identifies Financial Services as undervalued. Specifically names Carlyle (CG) as trading at ~10x earnings with less software exposure than peers. Names Lazard (LAZ) as a beneficiary of M&A/Spinoff activity. Names JLL for real estate complexity. The market hates financials due to rate fears and commercial real estate panic. However, M&A is rebounding (Lazard), and private equity firms that avoided the software bubble (Carlyle) are mispriced relative to their earnings power. LONG Value Financials. M&A cycle stalls; commercial real estate collapse deepens.
21:21
Mar 03
Mar 03
Rogers calls Financial Services "extremely cheap." He explicitly praises Lazard (LAZ) for M&A potential in a deregulated environment and Carlyle (CG) as oversold due to exaggerated private credit fears. Rogers believes the Trump administration (implied by "deregulated environment") will fuel deal-making. If rates come down (which he predicts the Fed will do to please the President), M&A activity explodes, directly benefiting advisory firms like Lazard and asset managers like Carlyle. LONG. A contrarian value play against the tech-heavy index. A "small recession" at year-end (which Rogers predicts) could freeze deal flow.
About LAZ Analyst Coverage
Buzzberg tracks LAZ (Lazard, Inc.) across 5 sources. 3 bullish vs 0 bearish calls from 5 analysts. Sentiment: predominantly bullish (38%). 8 total trade ideas tracked. Latest voices: Bloomberg, Peter Orszag, TheValueist.