Tim Horan, Oppenheimer's satellite and AI infrastructure analyst, went on CNBC Monday to defend a price target that sounds absurd until you back into the math.

Oppenheimer Holdings Inc. (OPY) stock price & volume — 10-year historical chart
Investment Thesis • Updated 2026Q1
the firm's inability to maintain consistent profitability, underscored by a 2026Q1 net loss of $20.6M and a precarious cash position of only $34.6M, suggests significant downside risk for shareholders.
Oppenheimer Holdings Inc. (OPY) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR
Oppenheimer Holdings Inc. (OPY) EPS & revenue vs analyst estimates — last 4 quarters
| Quarter | Date | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|---|
| Q2 2026Latest | May 1, 2026 | $4.21 | $445M |
| Q1 2026 | Jan 30, 2026 | $6.51 | $473M |
| Q4 2025 | Oct 31, 2025 | $1.90 | $424M |
| Q3 2025 | Aug 1, 2025 | $1.91 | $373M |
Recent stock market news and headlines for Oppenheimer Holdings Inc. (OPY)
Tim Horan, Oppenheimer's satellite and AI infrastructure analyst, went on CNBC Monday to defend a price target that sounds absurd until you back into the math.

The smart money on SpaceX (NASDAQ:SPCX) stock is openly split.

Key metrics vs top competitors for Oppenheimer Holdings Inc. (OPY)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $115.47 | $1.22B | 8.86 | 14.35% | 9.06% | 16.07% | 0.57% | |
| $75.09 | $11.52B | 12.77 | 6.94% | 13.55% | 15.14% | — | |
| $72.94 | $5.2B | 18.42 | 28.55% | 14.09% | 18.77% | — | |
| $71.94 | $5.35B | 24.47 | 26.98% | 14.46% | 35.15% | — | |
| $142.45 | $9.84B | 22.90 | 9.55% | 16.26% | 18.57% | — | |
| $43.28 | $4.26B | 19.94 | 3.25% | 8.48% | 29.43% | — |
Oppenheimer Holdings Inc. (OPY) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Oppenheimer Holdings Inc. (OPY) SEC filings — annual & quarterly reports (10-K, 10-Q)
May 5, 2026·SEC
May 4, 2026·SEC
Apr 27, 2026·SEC
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Oppenheimer Holdings Inc. (OPY) stock FAQ — growth, dividends, profitability & financials explained
Oppenheimer Holdings Inc. (OPY) reported $1.72B in revenue for fiscal year 2025.
Oppenheimer Holdings Inc. (OPY) grew revenue by 14.4% over the past year. This is steady growth.
Yes, Oppenheimer Holdings Inc. (OPY) is profitable, generating $97.2M in net income for fiscal year 2025 (9.1% net margin).
Yes, Oppenheimer Holdings Inc. (OPY) pays a dividend with a yield of 0.57%. This makes it attractive for income-focused investors.
Oppenheimer Holdings Inc. (OPY) has a return on equity (ROE) of 16.1%. This is reasonable for most industries.
Oppenheimer Holdings Inc. (OPY) generated $73.4M in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.