Stifel Financial Corporation Common Stock (SF)

Stifel Financial reports mixed Q2 2025 earnings, beating revenue and EPS estimates but shares dip on lower GAAP profitability and lack of guidance.

Kratos Defense is capitalizing on the military's shift to autonomous warfare with key program wins for its Valkyrie drone and new production capacity.

Goldman Sachs analyst expects uncertainty and low rates to impact EPS forecasts for Capital Markets stocks. Alternatives face EPS risks, while Brokers and Wealth Advisors may see downside. Traditional Managers also at risk.