SCHW

This Undercovered Dozen series spotlights 12 lesser-covered stocks and ETFs, each with distinct investment theses and ratings. Dan IVES Wedbush AI Revolution ETF is reiterated as a Buy, citing strong stock selection and outperformance versus the S&P 500. Vicor Corporation receives a Strong Buy on record for Q3 results and AI technology leadership, despite recent volatility tied to sector financing concerns.

MONTREAL--(BUSINESS WIRE)---- $schw #fintech--NDEX Systems is expanding its relationship with Schwab Advisor Services (“Schwab”) to offer registered investment advisors (RIAs) its wealth management platform and data aggregation capabilities. The offering lets firms consolidate information from multiple custodians and asset types into one application, with the option to use the full platform or select individual functions that fit their existing technology. NDEX's existing integrations with Schwab support automate.

The Charles Schwab Corporation delivered record Q3 2026 results, with net revenue up 17% and adjusted diluted EPS up 29% year-over-year. SCHW's robust organic asset gathering, expanding net interest margin, and increasing wealth advisory penetration underpin a bullish Buy thesis. Shares trade at a forward P/E of 13.93, well below the revised fair value multiple of 19 and the $147 price target, offering significant upside.

The Charles Schwab Corporation maintains industry-leading expense on client assets, or EOCA, now at 11 basis points, well below competitors after integrating Ameritrade. SCHW's organic asset growth from 2023–2025 was driven by strong markets and disciplined expense control, supporting robust operating leverage and margin resilience. SCHW management targets about 800 basis points of positive operating leverage for 2026.

SiTime Corporation and Roundhill Memory ETF are compelling long-term plays on the AI infrastructure buildout, especially after recent pullbacks. SITM demonstrates robust growth, with triple-digit revenue increases, expanding margins, and a debt-light balance sheet, supporting a price target of $849.50. DRAM offers concentrated exposure to global memory chip leaders, benefiting from AI's memory bottleneck, with a 72% gain since inception despite recent volatility.

Schwab CEO Rick Wurster is betting some money and investing needs require a human touch.

The Charles Schwab Corporation delivered robust Q3 results, with 18% top-line and 29% EPS growth, despite a slight revenue miss. SCHW's strong net new assets ($190B) and 1.2M new accounts highlight durable momentum and wide competitive moats. Management expects continued net interest margin expansion and operating leverage, supporting long-term compounding potential.

The Charles Schwab Corporation (SCHW) Discusses Client Growth, Strategic Positioning, and Record Financial Performance Transcript

Charles Schwab NYSE: SCHW said its third-quarter results reached record levels as client account growth, net new assets, lending demand and trading activity supported higher revenue and earnings. The company also outlined new artificial-intelligence initiatives, expanded trading products and plans to broaden its offerings in prediction markets and long/short strategies.

SCHW's Q3 earnings beat estimates on higher net interest revenues and trading activity, but shares slid over 4.5% pre-market as revenues missed expectations.