Overview
SVB Financial Group, based in the United States, operates primarily in the banking and financial services industry. It is particularly renowned for specializing in banking services for startups and growth-stage technology, life sciences, and biotech companies. SVB Financial Group has played a pivotal role in providing commercial banking products, services including loans, treasury and cash management services, and investment solutions directly tailored to its unique clientele's needs. A key project that underscores its focus on innovation and sector-specific expertise is its strategic investments in technology platforms to enhance banking and financial management services for clients in the fast-paced sectors it serves. These initiatives demonstrate the group’s commitment to supporting the financial needs of emerging and high-growth industries.
Basic Stats
The share price of SVB Financial Group as of March 10, 2023 is $0.00 / share.
The Factor Analysis chart (below right) shows a view of SVB Financial Group from a variety of lenses. Each factor shows how well the company ranks against all other companies in the Fintel global investing universe. Factor scores range from zero to 100, with 100 being most desirable, and 50 being average.
For example, a company with a Value Score of 100 would be the most undervalued company in our database. A company with a Value Score of zero would be the most overvalued.
| Market Cap | |
| EV | |
| Shares Out. | |
| Earnings Date | |
| EPS (TTM) | |
| Dividend Yield | |
| Ex-Dividend Date | |
| Borrow Rate | |
| Short Shares Avail. | |
| Short Interest | |
| Short Float | |
| Days to Cover | |
| Risk Free Rate | 4.22 % |
| Price Change (1 yr) | |
| Volatility (1 yr) | |
| Beta | |
| Sharpe Ratio (1 yr) | |
| Sortino Ratio (1 yr) |
| PE Ratio | |
| Price/Book | |
| Price/TBV | |
| Book/Market | |
| EBIT/EV | |
| EBIT(3yr avg)/EV | |
| ROA | |
| ROE | |
| ROIC | |
| CROIC | |
| OCROIC | |
| Implied Volatility | |
| Put/Call OI Ratio |
| Growth | |
| Profitability | |
| Quality Score | |
| Value Score | |
| Momentum Score | |
| Stability (Low Vol) Score | |
| Analyst Sentiment | |
| Fund Sentiment | |
| Insider Sentiment | |
| Officer Sentiment | |
| Dividend Score | |
| QVM Score | |
| Piotroski F-SCORE |
Factor Scores range from 0 to 100, with 100 being most desirable. Larger circles are better. In situations where we have no data (e.g. no insider trades), we plot the score at 50 to avoid penalizing companies. However, a company that does not pay dividends will get a Dividend Score of Zero. Additionally, we inverted volatility to create a "stability" metric which is better when higher.
Price Target
The average one-year price target for SVB Financial Group is $318.75. The forecasts range from a low of $303.00 to a high of $341.25. A stock’s price target is the price at which analysts consider it fairly valued with respect to its projected earnings and historical earnings. Analysts typically set price targets that correspond to their buy or sell recommendations.
Update Frequency: Monthly
Stock Upgrades/Downgrades
This card shows analyst upgrades/downgrades for SVB Financial Group. An analyst rating is a classification that gives investors a sense of analyst sentiment about the direction and performance of an equity - usually a stock - over a period of time, typically 12 months.
The standard analyst ratings are generally as follows:
- Buy/Overweight/Outperform - Any of these ratings conveys an analyst’s belief that the stock is likely to outperform a market index (e.g. the S&P 500).
- Hold/Equal-Weight/Market Perform - Any of these ratings conveys an analyst’s belief that the stock is likely to perform in line with a market index.
- Sell/Underweight/Underperform - Any of these ratings suggest that an analyst believes the stock is likely to underperform a market index.
When an analyst upgrades a stock, they are signaling that the company’s fundamentals are being undervalued by investors. It could also mean they believe the market is underestimating the company’s potential. The opposite is true when a stock receives a downgrade.
The average rating of each individual analyst’s rating is the consensus rating for a stock. This gives investors a broader sense of the overall sentiment for that stock.
| Date | Analyst | Prior | Latest Recommendation |
Action |
|---|---|---|---|---|
| 2023-01-20 | Raymond James | Outperform | Maintains | |
| 2023-01-23 | Truist Securities | Buy | Maintains | |
| 2023-01-23 | Maxim Group | Buy | Maintains | |
| 2023-01-03 | Barclays | Equal-Weight | Maintains | |
| 2022-12-22 | Raymond James | Outperform | Maintains | |
| 2022-12-16 | Morgan Stanley | Underweight | Maintains | |
| 2022-12-15 | Wells Fargo | Overweight | Maintains | |
| 2022-12-13 | JP Morgan | Overweight | Maintains | |
| 2022-12-07 | Piper Sandler | Neutral | Maintains | |
| 2022-12-06 | Morgan Stanley | Equal-Weight | Underweight | Downgrade |
| 2022-10-24 | Morgan Stanley | Equal-Weight | Maintains | |
| 2022-10-21 | Wells Fargo | Overweight | Maintains | |
| 2022-10-21 | Wedbush | Neutral | Maintains | |
| 2022-10-21 | RBC Capital | Outperform | Maintains | |
| 2022-10-21 | Raymond James | Outperform | Maintains | |
| 2022-10-21 | Piper Sandler | Overweight | Neutral | Downgrade |
| 2022-10-21 | Janney Montgomery Scott | Buy | Neutral | Downgrade |
| 2022-10-21 | Barclays | Equal-Weight | Maintains | |
| 2022-10-06 | Wells Fargo | Overweight | Maintains | |
| 2022-10-05 | Morgan Stanley | Overweight | Equal-Weight | Downgrade |
| 2022-09-30 | Goldman Sachs | Buy | Maintains | |
| 2022-09-14 | Truist Securities | Buy | Maintains | |
| 2022-09-13 | RBC Capital | Outperform | Maintains | |
| 2022-07-27 | UBS | Neutral | Maintains | |
| 2022-07-25 | Truist Securities | Buy | Maintains | |
| 2022-07-25 | Maxim Group | Buy | Maintains | |
| 2022-07-25 | Evercore ISI Group | In-Line | Outperform | Upgrade |
| 2022-07-25 | Barclays | Equal-Weight | Maintains | |
| 2022-07-22 | Raymond James | Outperform | Maintains | |
| 2022-07-22 | Piper Sandler | Overweight | Maintains | |
| 2022-07-22 | Morgan Stanley | Overweight | Maintains | |
| 2022-07-22 | Keefe, Bruyette & Woods | Outperform | Market Perform | Downgrade |
| 2022-07-12 | Morgan Stanley | Overweight | Maintains | |
| 2022-07-07 | Raymond James | Outperform | Maintains | |
| 2022-07-01 | JP Morgan | Overweight | Maintains | |
| 2022-06-30 | Wedbush | Outperform | Neutral | Downgrade |
| 2022-06-15 | Truist Securities | Buy | Maintains | |
| 2022-06-13 | Jefferies | Buy | Maintains | |
| 2022-05-31 | Goldman Sachs | Buy | Maintains | |
| 2022-05-27 | Raymond James | Outperform | Maintains | |
| 2022-05-26 | Wolfe Research | Outperform | Maintains | |
| 2022-05-04 | Argus Research | Hold | Buy | Upgrade |
| 2022-05-03 | Oppenheimer | Perform | Outperform | Upgrade |
| 2022-04-25 | Truist Securities | Buy | Maintains | |
| 2022-04-22 | Wedbush | Outperform | Maintains | |
| 2022-04-22 | Raymond James | Outperform | Maintains | |
| 2022-04-22 | Piper Sandler | Overweight | Maintains | |
| 2022-04-22 | Janney Montgomery Scott | Neutral | Buy | Upgrade |
| 2022-04-22 | Goldman Sachs | Buy | Maintains | |
| 2022-04-04 | Goldman Sachs | Buy | Maintains | |
| 2022-04-01 | Raymond James | Outperform | Maintains | |
| 2022-03-28 | Morgan Stanley | Overweight | Maintains | |
| 2022-03-21 | Wells Fargo | Overweight | Maintains | |
| 2022-01-21 | Raymond James | Outperform | Maintains | |
| 2022-01-21 | Morgan Stanley | Overweight | Maintains | |
| 2022-01-21 | Janney Montgomery Scott | Buy | Neutral | Downgrade |
| 2022-01-10 | Odeon Capital | Buy | Hold | Downgrade |
| 2022-01-03 | Barclays | Equal-Weight | Maintains | |
| 2021-12-08 | Wells Fargo | Equal-Weight | Overweight | Upgrade |
| 2021-12-06 | Morgan Stanley | Equal-Weight | Overweight | Upgrade |
| 2021-11-18 | Raymond James | Outperform | Maintains | |
| 2021-11-01 | Maxim Group | Buy | Maintains | |
| 2021-10-28 | Stephens & Co. | Equal-Weight | Maintains | |
| 2021-10-27 | Morgan Stanley | Equal-Weight | Maintains | |
| 2021-10-22 | RBC Capital | Outperform | Maintains | |
| 2021-10-22 | Raymond James | Outperform | Maintains | |
| 2021-10-22 | Barclays | Equal-Weight | Maintains | |
| 2021-10-07 | Wells Fargo | Equal-Weight | Maintains | |
| 2021-10-07 | Raymond James | Outperform | Maintains | |
| 2021-10-01 | Goldman Sachs | Buy | Initiate | |
| 2021-09-17 | Wedbush | Neutral | Outperform | Upgrade |
| 2021-08-02 | Morgan Stanley | Equal-Weight | Maintains | |
| 2021-07-27 | Stephens & Co. | Equal-Weight | Maintains | |
| 2021-07-23 | Wells Fargo | Equal-Weight | Maintains | |
| 2021-07-23 | RBC Capital | Outperform | Maintains | |
| 2021-07-23 | Raymond James | Outperform | Maintains | |
| 2021-07-23 | Barclays | Equal-Weight | Maintains | |
| 2021-05-11 | Piper Sandler | Overweight | Maintains | |
| 2021-05-04 | Morgan Stanley | Equal-Weight | Maintains | |
| 2021-04-23 | RBC Capital | Outperform | Maintains | |
| 2021-04-23 | Raymond James | Outperform | Reiterate | |
| 2021-04-07 | Barclays | Equal-Weight | Maintains | |
| 2021-03-24 | Raymond James | Outperform | Maintains | |
| 2021-03-18 | Morgan Stanley | Equal-Weight | Maintains | |
| 2021-02-24 | Morgan Stanley | Equal-Weight | Maintains | |
| 2021-02-12 | Morgan Stanley | Equal-Weight | Maintains | |
| 2021-01-27 | Morgan Stanley | Equal-Weight | Maintains | |
| 2021-01-25 | Maxim Group | Buy | Maintains | |
| 2021-01-22 | Raymond James | Outperform | Maintains | |
| 2021-01-22 | B of A Securities | Buy | Maintains | |
| 2021-01-07 | Raymond James | Outperform | Maintains | |
| 2021-01-07 | Morgan Stanley | Equal-Weight | Maintains | |
| 2021-01-06 | Morgan Stanley | Equal-Weight | Maintains | |
| 2021-01-05 | Raymond James | Outperform | Maintains | |
| 2021-01-04 | Wells Fargo | Underweight | Equal-Weight | Upgrade |
| 2021-01-04 | Barclays | Overweight | Equal-Weight | Downgrade |
| 2020-12-07 | Morgan Stanley | Overweight | Equal-Weight | Downgrade |
| 2020-11-16 | Oppenheimer | Outperform | Perform | Downgrade |
| 2020-11-03 | Morgan Stanley | Overweight | Maintains | |
| 2020-10-23 | Raymond James | Outperform | Maintains | |
| 2020-09-03 | Raymond James | Outperform | Maintains | |
| 2020-08-04 | Morgan Stanley | Overweight | Maintains | |
| 2020-07-07 | Barclays | Overweight | Maintains | |
| 2020-06-15 | JP Morgan | Overweight | Maintains | |
| 2020-06-09 | Oppenheimer | Outperform | Initiate | |
| 2020-06-08 | Morgan Stanley | Overweight | Maintains | |
| 2020-05-15 | UBS | Neutral | Maintains | |
| 2020-05-06 | Morgan Stanley | Overweight | Maintains | |
| 2020-05-05 | SunTrust Robinson Humphrey | Buy | Maintains | |
| 2020-05-05 | JMP Securities | Market Outperform | Maintains | |
| 2020-04-24 | Wells Fargo | Underweight | Maintains | |
| 2020-04-24 | RBC Capital | Outperform | Maintains | |
| 2020-04-24 | B of A Securities | Buy | Maintains | |
| 2020-04-06 | UBS | Neutral | Maintains | |
| 2020-04-06 | SunTrust Robinson Humphrey | Buy | Maintains | |
| 2020-03-30 | Wells Fargo | Equal-Weight | Underweight | Downgrade |
| 2020-03-17 | Morgan Stanley | Overweight | Maintains | |
| 2020-03-09 | Morgan Stanley | Overweight | Maintains | |
| 2020-03-05 | Morgan Stanley | Overweight | Maintains | |
| 2020-01-28 | Morgan Stanley | Overweight | Maintains | |
| 2020-01-27 | SunTrust Robinson Humphrey | Buy | Maintains | |
| 2020-01-27 | Maxim Group | Buy | Maintains | |
| 2020-01-24 | Wells Fargo | Equal-Weight | Maintains | |
| 2020-01-24 | Stephens & Co. | Overweight | Maintains | |
| 2020-01-24 | DA Davidson | Buy | Maintains | |
| 2020-01-02 | SunTrust Robinson Humphrey | Buy | Maintains | |
| 2019-12-12 | Morgan Stanley | Overweight | Maintains | |
| 2019-10-28 | Morgan Stanley | Overweight | Maintains | |
| 2019-10-25 | Wells Fargo | Market Perform | Maintains | |
| 2019-10-25 | Wedbush | Neutral | Maintains | |
| 2019-10-25 | Piper Jaffray | Overweight | Maintains | |
| 2019-10-03 | Morgan Stanley | Overweight | Maintains | |
| 2019-09-12 | Barclays | Overweight | Maintains | |
| 2019-07-26 | Wedbush | Neutral | Maintains | |
| 2019-07-08 | Raymond James | Strong Buy | Market Perform | Downgrade |
| 2019-07-08 | Keefe Bruyette & Woods | Outperform | Market Perform | Downgrade |
| 2019-07-02 | JP Morgan | Overweight | Maintains | |
| 2019-07-01 | Wells Fargo | Outperform | Market Perform | Downgrade |
| 2019-07-01 | Morgan Stanley | Overweight | Maintains | |
| 2019-04-26 | Raymond James | Strong Buy | Strong Buy | Maintains |
| 2019-01-08 | Morgan Stanley | Overweight | Overweight | Maintains |
| 2018-12-06 | Wells Fargo | Outperform | Outperform | Maintains |
| 2018-12-06 | Jefferies | Buy | Buy | Maintains |
| 2018-11-28 | Barclays | Equal-Weight | Overweight | Upgrade |
| 2018-10-29 | SunTrust Robinson Humphrey | Buy | Buy | Maintains |
| 2018-10-26 | Raymond James | Strong Buy | Strong Buy | Maintains |
| 2018-10-26 | DA Davidson | Neutral | Buy | Upgrade |
| 2018-10-26 | Barclays | Equal-Weight | Equal-Weight | Maintains |
| 2018-10-26 | Bank of America | Buy | Buy | Maintains |
| 2018-10-03 | Barclays | Equal-Weight | Equal-Weight | Maintains |
| 2018-07-31 | Morgan Stanley | Overweight | Overweight | Maintains |
| 2018-07-27 | Wells Fargo | Outperform | Outperform | Maintains |
| 2018-07-27 | Wedbush | Neutral | Neutral | Maintains |
| 2018-07-27 | JP Morgan | Overweight | Overweight | Maintains |
| 2018-07-27 | JMP Securities | Market Outperform | Market Outperform | Maintains |
| 2018-06-26 | Wells Fargo | Outperform | Outperform | Maintains |
| 2018-06-11 | JP Morgan | Overweight | Overweight | Maintains |
| 2018-04-30 | Morgan Stanley | Overweight | Overweight | Maintains |
| 2018-04-30 | Maxim Group | Buy | Buy | Maintains |
| 2018-04-30 | JMP Securities | Market Outperform | Market Outperform | Maintains |
| 2018-04-30 | DA Davidson | Neutral | Neutral | Maintains |
| 2018-04-27 | Wedbush | Neutral | Neutral | Maintains |
| 2018-04-27 | Barclays | Equal-Weight | Equal-Weight | Maintains |
| 2018-04-11 | Barclays | Equal-Weight | Equal-Weight | Maintains |
| 2018-03-22 | UBS | Buy | Initiate | |
| 2018-01-31 | Morgan Stanley | Overweight | Overweight | Maintains |
| 2017-10-30 | Maxim Group | Buy | Maintains | |
| 2017-10-30 | Barclays | Equal-Weight | Maintains | |
| 2017-06-28 | Wedbush | Neutral | Initiate | |
| 2016-12-05 | Barclays | Equal-Weight | Maintains | |
| 2016-11-01 | Barclays | Overweight | Equal-Weight | Downgrade |
| 2016-10-11 | Barclays | Overweight | Maintains | |
| 2016-09-16 | JMP Securities | Market Outperform | Initiate | |
| 2016-08-01 | Morgan Stanley | Overweight | Maintains | |
| 2016-07-25 | Barclays | Overweight | Maintains | |
| 2016-07-22 | DA Davidson | Buy | Neutral | Downgrade |
| 2016-07-07 | JP Morgan | Overweight | Maintains | |
| 2016-05-27 | Keefe Bruyette & Woods | Outperform | Maintains | |
| 2016-04-22 | Stephens & Co. | Overweight | Maintains | |
| 2016-04-22 | Evercore ISI Group | Buy | Hold | Downgrade |
| 2016-03-24 | Barclays | Overweight | Maintains | |
| 2016-01-22 | PiperJaffray | Neutral | Overweight | Upgrade |
| 2015-11-11 | Morgan Stanley | Equal-Weight | Overweight | Upgrade |
| 2015-10-23 | Barclays | Overweight | Maintains | |
| 2015-10-09 | Barclays | Overweight | Maintains | |
| 2015-08-28 | DA Davidson | Buy | Upgrade | |
| 2015-07-28 | Barclays | Overweight | Maintains | |
| 2015-06-23 | Keefe Bruyette & Woods | Outperform | Maintains | |
| 2015-06-16 | Barclays | Overweight | Maintains | |
| 2015-04-27 | SunTrust Robinson Humphrey | Buy | Maintains | |
| 2014-12-02 | Jefferies | Hold | Buy | Upgrade |
| 2014-09-23 | Barclays | Equal-Weight | Overweight | Upgrade |
| 2014-07-25 | JP Morgan | Overweight | Maintains | |
| 2014-07-25 | Jefferies | Hold | Maintains | |
| 2014-07-10 | Sandler O'Neill | Hold | Buy | Upgrade |
| 2014-07-09 | Barclays | Equal-Weight | Maintains | |
| 2014-06-12 | RBC Capital | Sector Perform | Outperform | Upgrade |
| 2014-05-13 | Raymond James | Strong Buy | Maintains | |
| 2014-03-13 | Bank of America | Buy | Maintains | |
| 2014-02-18 | Raymond James | Outperform | Strong Buy | Upgrade |
| 2014-01-24 | DA Davidson | Neutral | Maintains | |
| 2014-01-24 | Citigroup | Neutral | Maintains | |
| 2014-01-24 | Barclays | Equal-Weight | Maintains | |
| 2013-10-25 | DA Davidson | Neutral | Maintains | |
| 2013-10-09 | Bank of America | Buy | Initiate | |
| 2013-08-14 | Keefe Bruyette & Woods | Outperform | Maintains | |
| 2013-07-26 | DA Davidson | Neutral | Maintains | |
| 2013-07-09 | JP Morgan | Overweight | Maintains | |
| 2013-06-24 | Keefe Bruyette & Woods | Market Perform | Outperform | Upgrade |
| 2013-06-21 | Keefe Bruyette & Woods | Market Perform | Outperform | Upgrade |
| 2013-06-12 | Barclays | Equal-Weight | Initiate | |
| 2013-06-06 | SunTrust Robinson Humphrey | Neutral | Buy | Upgrade |
| 2013-05-23 | Maxim Group | Buy | Initiate | |
| 2013-04-29 | Jefferies | Hold | Maintains | |
| 2013-02-21 | Sterne Agee | Buy | Neutral | Downgrade |
| 2013-01-30 | Citigroup | Buy | Neutral | Downgrade |
| 2013-01-29 | FIG Partners | Outperform | Market Perform | Downgrade |
| 2013-01-28 | Citigroup | Buy | Neutral | Downgrade |
| 2013-01-25 | DA Davidson | Neutral | Maintains | |
| 2012-11-20 | Citigroup | Neutral | Buy | Upgrade |
| 2012-09-24 | Sterne Agee | Neutral | Buy | Upgrade |
| 2012-07-30 | Jefferies | Hold | Maintains | |
| 2012-06-07 | Citigroup | Neutral | Maintains | |
| 2012-04-30 | Jefferies | Hold | Maintains | |
| 2012-03-26 | Sterne Agee | Neutral | Downgrade | |
| 2012-03-06 | Jefferies | Hold | Maintains | |
| 2012-02-16 | Sterne Agee | Buy | Maintains | |
| 2012-02-16 | Evercore Partners | Equal-Weight | Maintains | |
| 2023-02-03 | Raymond James | Outperform | Maintains | |
| 2023-02-15 | Wells Fargo | Overweight | Maintains | |
| 2023-03-03 | Goldman Sachs | Buy | Maintains | |
| 2023-03-09 | JP Morgan | Overweight | Maintains | |
| 2023-03-09 | Wells Fargo | Overweight | Maintains | |
| 2023-03-10 | Wolfe Research | Outperform | Peer Perform | Downgrade |
| 2023-03-10 | Truist Securities | Buy | Hold | Downgrade |
| 2023-03-10 | Raymond James | Outperform | Market Perform | Downgrade |
| 2023-03-09 | Piper Sandler | Buy | Maintains | |
| 2023-03-09 | Wedbush | Neutral | Maintains | |
| 2023-03-13 | Wells Fargo | Overweight | Downgrade |
