Bullish Case: Bolstered by strategic acquisitions, advisor growth, and favorable analyst upgrades, LPLA is positioned for growth. Continued institutional investment and Helium's bullish risk assessment support an optimistic outlook for the stock.


Bearish Case: Recent insider sales and high volatility in option markets indicate potential near-term downside risks for LPLA. Market uncertainties and significant historical divestments raise questions about sustained growth.


Potential Outcomes:

1) Growth through acquisitions raises stock (40%).

2) Insider sales and market volatility lead to price drop (35%).

3) Ongoing uncertainty stabilizes price (25%).


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April 26, 2024


LPL Financial Forecast

LPLA        LPL Financial
Price Forecast: BEARISH    Price Action: MEAN REVERTING (?)











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