AX Forecast



Bearish<—>Bullish



80% Confidence




Bullish Case: AX's 29% higher bullish risk and positive AI forecast suggest strong fundamentals, poised for recovery with increased call volume.




Bearish Case: The flat term structure and recent price decline indicate potential stagnation, coupled with high commercial real estate exposure risks.




Potential Outcomes: 50% chance of recovery from strong fundamentals, 30% stagnation due to flat IV structure, 20% decline from market jitters.




Trading Oracle: Execute a bullish debit spread: buy $70 call, sell $75 call, expiring in 60 days. This approach captures increased call volume, leveraging positive AI and fundamentals while hedging downside with manageable risk.



February 20, 2025


Axos Financial Forecast

AX        Axos Financial











Correlated Assets

Assets that tend to move strongly with AX



ZION Forecast + Options Trading Strategies   ZION  Zions Bancorporation N.A (0.95)


ATGE Forecast + Options Trading Strategies   ATGE  Adtalem Global Education (0.93)


DPST Forecast + Options Trading Strategies   DPST  Direxion Daily Regional Banks Bull 3X Shares (0.93)


MTB Forecast + Options Trading Strategies   MTB  M & T (0.92)


ORI Forecast + Options Trading Strategies   ORI  Old Republic International (0.91)



Uncorrelated Assets

Assets with little price relationship to AX



AGEN Forecast + Options Trading Strategies   AGEN  Agenus (-0.01)


LCID Forecast + Options Trading Strategies   LCID  Lucid (-0.01)


OTIS Forecast + Options Trading Strategies   OTIS  Otis Worldwide (0.01)


HAE Forecast + Options Trading Strategies   HAE  Haemonetics (0.01)


TMV Forecast + Options Trading Strategies   TMV  Direxion Daily 20+ Year Treasury Bear 3X Shares (-0.02)



Anticorrelated Assets

Assets that tend to move strongly against AX



XP Forecast + Options Trading Strategies   XP  XP (-0.82)


BGS Forecast + Options Trading Strategies   BGS  B&G Foods (-0.82)


EL Forecast + Options Trading Strategies   EL  Estee Lauder Cos. (-0.85)


XRX Forecast + Options Trading Strategies   XRX  Xerox (-0.85)


SPXS Forecast + Options Trading Strategies   SPXS  Direxion Daily S&P 500 Bear 3X Shares (-0.86)









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