Stock to Watch: CaliberCos (CWD) Declared Bear of the Day
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Sep 11 2025
0mins
Should l Buy LAZ?
Source: NASDAQ.COM
Market Overview: The stock market is reaching all-time highs, but caution is advised as trends indicate potential downturns; investors should focus on stocks with strong earnings trends.
CaliberCos Performance: CaliberCos (CWD) is currently rated Zacks Rank #5 (Strong Sell) due to declining earnings estimates and struggles in the real estate market, leading to volatility and limited upside potential.
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Analyst Views on LAZ
Wall Street analysts forecast LAZ stock price to rise
4 Analyst Rating
1 Buy
1 Hold
2 Sell
Hold
Current: 51.990
Low
46.00
Averages
54.50
High
59.00
Current: 51.990
Low
46.00
Averages
54.50
High
59.00
About LAZ
Lazard, Inc. is a financial advisory and asset management company, with operations in North and South America, Europe, the Middle East, Asia, and Australia. Its segments include Financial Advisory and Asset Management. Financial Advisory segment offers corporate, partnership, institutional, government, sovereign and individual clients across the globe a range of advisory services including mergers and acquisitions advisory, capital markets advisory, shareholder advisory, sovereign advisory, geopolitical advisory, restructuring and liability management, capital raising and placement, and other strategic matters. Asset Management segment offers a range of global investment solutions and investment and wealth management services in equity and fixed income strategies, asset allocation strategies, alternative investments and private equity funds to corporations, public funds, sovereign entities, endowments and foundations, labor funds, financial intermediaries and private wealth clients.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Long-term Outlook: The long-term outlook for financial stocks remains positive despite the ongoing discussions about AI.
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Lazard (LAZ) Q4 2025 Earnings Call Transcript
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- Revenue Growth: The company experienced a 10.8% year-over-year revenue increase to $929.38 million, up from $839.02 million last year, suggesting improved sales performance in the market.
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- AI Fears in Financial Stocks: Concerns regarding artificial intelligence's impact on financial stocks are perceived as exaggerated.
- Market Sentiment: The current market sentiment suggests that the potential threat of AI is not as significant as some investors believe.
- Investment Perspective: Investors may be overreacting to AI developments, which could lead to mispricing in financial stocks.
- Long-term Outlook: The long-term outlook for financial stocks remains positive despite the ongoing discussions about AI.
See More
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- Total AUM: As of January 31, 2026, Lazard's assets under management reached approximately $267 billion, which includes market appreciation of $7.6 billion, net inflows of $2.9 billion, and FX appreciation of $2.1 billion, indicating robust growth in the asset management sector.
- Asset Class Performance: Among various asset classes, equity assets totaled $195.775 billion, fixed income at $35.758 billion, multi-asset at $25.267 billion, and alternatives at $10.153 billion, reflecting the company's strategic focus on a diversified investment portfolio.
- Market Adaptation: The 2026 AUM report expands to include a multi-asset classification for the first time, demonstrating Lazard's flexibility in adapting to market changes and client demands, aimed at enhancing customer satisfaction and competitive positioning.
- Historical Context: Founded in 1848, Lazard is a leading global financial advisory and asset management firm with operations across North America, South America, Europe, the Middle East, Asia, and Australia, continuously providing expert services to institutions, corporations, and high-net-worth individuals.
See More
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- Financial Performance Growth: Lazard reported full-year revenue of $3 billion for 2025, a 5% increase year-over-year, with Q4 revenue at $892 million, reflecting a 10% year-over-year growth, showcasing strong performance in the Financial Advisory sector.
- Asset Management Innovation: Asset Management revenue reached $1.2 billion in 2025, with an 18% increase in Q4, driven by record gross inflows exceeding $50 billion and the launch of seven active ETFs, indicating enhanced competitiveness in the market.
- Management Transition: New CFO Tracy Farr succeeds Mary Ann Betsch, focusing on improving operational efficiency and driving profitable growth, which is expected to lead to strategic shifts within the company.
- Optimistic Future Outlook: Management anticipates an acceleration in financial advisory activity in 2026, targeting an average revenue of $12.5 million per Managing Director, reflecting the company's confidence in future growth and responsiveness to market demand.
See More
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- Company Performance: Lazard's shares have decreased by 3.3% following their Q4 profit report.
- Profit Analysis: The reported profit was above market estimates, indicating stronger-than-expected financial performance.
See More
Lazard (LAZ) Q4 2025 Earnings Call Transcript
See More
Lazard Reports Decline in Q4 Earnings
- Earnings Decline: Lazard Inc. reported a fourth-quarter net income of $49.86 million, or $0.45 per share, which is a significant drop from last year's $86.31 million and $0.80 per share, indicating pressure on profitability.
- Adjusted Earnings: Excluding items, Lazard's adjusted earnings stood at $88.77 million, or $0.80 per share, demonstrating stability in core operations despite the overall earnings decline.
- Revenue Growth: The company experienced a 10.8% year-over-year revenue increase to $929.38 million, up from $839.02 million last year, suggesting improved sales performance in the market.
- Market Reaction: Despite revenue growth, the significant decline in earnings may negatively impact investor confidence, particularly amid increasing economic uncertainty, potentially affecting future stock performance.
See More
