LPLA Forecast + Trading Strategies



Bearish<—>Bullish



80% Confidence




Bullish Case: LPLA’s strong financial performance, technological investments, and strategic acquisitions bolster its growth prospects amid high call volume and bullish sentiment. Implied volatility backwardation suggests potential short-term uptrend.




Bearish Case: Regulatory challenges, insider selling, and mean-reverting dynamics raise concerns. Elevated implied volatility underscores potential for downside, despite positive sentiment. Recent SEC scrutiny could impact investor trust.




Potential Outcomes:
1. Strategic acquisitions propel growth (65%)
2. Regulatory issues and insider sales reduce trust (25%)
3. Price stability amidst mixed signals (10%)



April 12, 2025


LPL Financial Forecast

LPLA        LPL Financial











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DAVE Forecast + Options Trading Strategies   DAVE  Dave (0.84)


RL Forecast + Options Trading Strategies   RL  Ralph Lauren (0.84)



Uncorrelated Assets

Assets with little price relationship to LPLA



WHD Forecast + Options Trading Strategies   WHD  Cactus (-0.0)


OVV Forecast + Options Trading Strategies   OVV  Ovintiv (-0.01)


DXC Forecast + Options Trading Strategies   DXC  DXC Technology (0.03)


ESI Forecast + Options Trading Strategies   ESI  Element (0.04)


RXRX Forecast + Options Trading Strategies   RXRX  Recursion Pharmaceuticals (0.05)



Anticorrelated Assets

Assets that tend to move strongly against LPLA



CAL Forecast + Options Trading Strategies   CAL  Caleres (-0.78)


MFA Forecast + Options Trading Strategies   MFA  MFA Financial (-0.78)


CL Forecast + Options Trading Strategies   CL  Colgate-Palmolive (-0.79)


ZROZ Forecast + Options Trading Strategies   ZROZ  PIMCO 25+ Year Zero Coupon U.S. Treasury Index Exchange-Traded (-0.79)


JOE Forecast + Options Trading Strategies   JOE  St. Joe (-0.84)









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