SEIC Forecast


Bullish Case: SEIC's strategic portfolio adjustments and asset management could drive growth. Positive AI price forecasts and increased holdings in key sectors support potential asset appreciation and higher valuation.


Bearish Case: Over-diversification risks and recent stake trims in holdings like BJ's Wholesale Club could reduce SEIC's asset value. Insider sales hint at potential internal concerns, adding downward pressures.


Potential Outcomes:

1. 40% chance of growth from strategic asset management.

2. 30% chance of value drop due to over-diversification.

3. 20% chance of stability with AI's neutral forecast.

4. 10% chance of sharp volatility from market events.


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April 30, 2024


SEI Investments Forecast

SEIC        SEI Investments
Price Forecast: NEUTRAL    Price Action: TRENDING (?)











Correlated Stock Forecasts

Assets that tend to move strongly with SEIC



SCHD Forecast + Options Trading Strategies   SCHD  Schwab US Dividend Equity (0.97)


VB Forecast + Options Trading Strategies   VB  Vanguard Group, Inc. - Vanguard Small Cap (0.96)


RSP Forecast + Options Trading Strategies   RSP  Invesco S&P 500 Equal Weight (0.96)


LAZ Forecast + Options Trading Strategies   LAZ  Lazard (0.95)


PNR Forecast + Options Trading Strategies   PNR  Pentair (0.94)



Uncorrelated Stock Forecasts

Assets with little price relationship to SEIC



PCG Forecast + Options Trading Strategies   PCG  PG&E (0.0)


NWL Forecast + Options Trading Strategies   NWL  Newell Brands (0.0)


SMAR Forecast + Options Trading Strategies   SMAR  Smartsheet (-0.0)


LW Forecast + Options Trading Strategies   LW  Lamb Weston (-0.0)


ESTA Forecast + Options Trading Strategies   ESTA  Establishment Labs (0.0)



Anticorrelated Stock Forecasts

Assets that tend to move strongly against SEIC



SPXS Forecast + Options Trading Strategies   SPXS  Direxion Daily S&P 500 Bear 3X Shares (-0.9)


DXD Forecast + Options Trading Strategies   DXD  ProShares UltraShort Dow30 (-0.91)


SDOW Forecast + Options Trading Strategies   SDOW  ProShares UltraPro Short Dow30 (-0.91)


SRTY Forecast + Options Trading Strategies   SRTY  ProShares UltraPro Short Russell2000 (-0.95)


TZA Forecast + Options Trading Strategies   TZA  Direxion Daily Small Cap Bear 3X Shares (-0.95)





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