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Citi highlights improved operating model, sees Virtu Financial stock upside

EditorEmilio Ghigini
Published 09/08/2024, 11:34
VIRT
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On Friday, Citi reiterated its Buy rating on Virtu Financial (NASDAQ:VIRT) stock with a steady price target of $32.00. The firm initiated a positive 90-day catalyst watch for the stock, anticipating strong performance data for July to be reported by the end of August.

This optimism is based on the current improved market conditions, such as increased retail activity and volatility, which are expected to contribute to a robust third quarter.

Virtu Financial's second quarter performance demonstrated notable improvements in its operating model, leading to stronger results. Despite a less dynamic market environment in the second quarter of 2024, the company adjusted its earnings expectations slightly downward from $0.83 to $0.73, which is still 4% above the consensus.

The firm's analysts attribute these adjustments to the ongoing enhancements in the company's operations, which they believe to be sustainable.

The current trends and market conditions in the third quarter of 2024 indicate a promising outlook for Virtu Financial, with potential for earnings to surpass estimates.

Citi's analysts underscore the company's resilience and the possibility of continued success, driven by various growth opportunities across different sectors, including options, fixed income currencies and commodities (FICC), ETF blocks, and cryptocurrency.

Citi's positive stance on Virtu Financial is bolstered by the company's capacity to navigate and capitalize on the evolving trading landscape. With the third quarter shaping up to exceed expectations, investors are keeping a close eye on the forthcoming performance data that could further validate the company's upward trajectory.

InvestingPro Insights

As Citi maintains a bullish outlook on Virtu Financial (NASDAQ:VIRT), key metrics from InvestingPro reinforce the company's strong position. The adjusted market cap of $4.37 billion, combined with a P/E ratio of 14.17, showcases Virtu Financial's valuation in the market. The company's adjusted P/E ratio for the last twelve months as of Q2 2024 stands at 13.42, reflecting an attractive valuation relative to its near-term earnings growth potential. Additionally, with a PEG ratio of 0.3, the company appears poised for growth at a reasonable price.

An InvestingPro Tip highlights that analysts have revised their earnings upwards for the upcoming period, indicating a consensus view that Virtu Financial's financial health may be on an uptrend. Moreover, the company has maintained dividend payments for 10 consecutive years, which could be a testament to its financial stability and commitment to returning value to shareholders. For interested investors, there are 9 additional InvestingPro Tips available, providing deeper insights into Virtu Financial's performance and prospects.

InvestingPro also notes that the company has experienced a high return over the last year, with a 1-year price total return of 58.49%. This impressive return reflects the strong market confidence in Virtu Financial's business model and future outlook. The company's next earnings date is scheduled for October 31, 2024, which will be a key event for investors monitoring Virtu Financial's continued progress.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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