LAZ Lazard, Inc. Loading... : Investor Sentiment and Bull/Bear Views
Loading chart...
Top Calls
No data yet
Price change since each call, adjusted for long/short direction. Results calculated:
Feed
Time
Author
Thesis
Company / ticker
Signal
Since call
Position
Source
12:13
Jul 23
Jul 23
CNBC
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.
LAZ
Lazard, Inc.
Long
1ST
—
—
16:43
Mar 18
Mar 18
Monetary Matters
Short boutique M&A banks
He is short boutique M&A banks such as Evercore, Lazard, PJT Partners, and Houlihan Lokey. Their core M&A advisory business depends on volumes and CEO/executive confidence, and he expects a recession in executive confidence; restructuring may help, but rich valuations leave little room if core M&A does not grow.
LAZ
Lazard, Inc.
Short
1ST
—
—
21:35
Mar 03
Mar 03
Bloomberg Markets
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.
LAZ
Lazard, Inc.
Long
—
—
About LAZ Investor Commentary
Across the available history and selected sources, Buzzberg tracks LAZ (Lazard, Inc.) across 6 sources: 3 bullish vs 1 bearish calls from 6 authors. Historical directional balance: 20% = 100 × (bullish − bearish) / all deduplicated idea records, including other directions. This is neither a probability of a price rise nor the share of bullish authors. 10 total trade ideas tracked. Latest voices: Peter Orszag, Rupert Mitchell, John Rogers.