Piper Sandler Raises PT On Charles Schwab (SCHW) To $105, Cites Revenue Upside From NIM Improvement

With a nett income borderline of 33.26% and upside imaginable of 27.70%, The Charles Schwab Corporation (NYSE:SCHW) ranks among the best highly profitable stocks to bargain according to Wall Street analysts. The institution reported nett income of $8.85 cardinal for the precocious completed fiscal twelvemonth (FY25).

The institution managed to transportation that momentum into 2026.

On April 16, 2026, The Charles Schwab Corporation (NYSE:SCHW) reported first-quarter nett income of $2.48 billion, oregon $1.37 per share, up from $1.91 billion, oregon $0.99 per share, a twelvemonth earlier. Quarterly gross surged 16% to a grounds $6.48 billion, supported by lawsuit engagement crossed wealth, trading, and lending. Schwab besides announced a phased rollout of spot crypto trading, covering bitcoin and Ethereum, for retail clients successful the coming weeks.

Trading stood retired successful the quarter.

Daily mean trading measurement jumped 34% to a grounds 9.9 million, with trading gross rising 20% connected grounds engagement, contempt a volatile archetypal 4th marked by the U.S.–Israel–Iran conflict, which rattled investors and revived stagflation fears amid lipid proviso concerns. Investors opened 1.3 cardinal caller brokerage accounts and brought $140 cardinal successful nett caller assets to the institution during the period.

That lawsuit momentum carried into April, according to Schwab’s Monthly Activity Report, published connected May 14, 2026. Daily mean trades deed a grounds 10.3 million, portion full lawsuit assets reached $12.61 trillion astatine month-end, up 27% from April 2025. Client borderline indebtedness balances roseate 21% from year-end to $136.0 billion, and halfway nett caller assets for the period totaled $7.2 billion.

On May 15, Piper Sandler expert Patrick Moley made a tiny adjustment, raising the firm’s people to $105 from $103 portion maintaining a “Neutral” rating. The steadfast pointed to gross upside from nett involvement borderline improvement, portion noting management’s pushback against the AI currency optimization communicative that had weighed connected the stock. Piper Sandler besides cited momentum successful advisor services, accidental successful workplace services, and spot crossed Schwab’s self-directed trading and wealthiness businesses.

The Charles Schwab Corporation (NYSE:SCHW) is simply a savings and indebtedness holding company. Through its subsidiaries, it provides wealthiness management, securities brokerage, banking, plus management, custody, and fiscal advisory services.

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