Software stocks plunged for an eighth consecutive session on Thursday, marking their longest losing streak since May 2021, as investors worry AI could undermine SaaS demand. Bitcoin fell 9% to $66,000, hitting 16-month lows, while commodities suffered broad declines. Major indices traded modestly lower, with notable losers including Estée Lauder (down 23% on tariff concerns), Palantir (down 4.4%), and Qualcomm (down 7% on weak guidance). Winners included McKesson (up 15.8%), Regal Rexnord (up 13%), and Uber (up 3%).

Tradeweb Markets has become a highly profitable fintech company by serving institutional investors in electronic trading. The company has achieved impressive financial growth with revenue rising at 16% annually since 2016 and accelerating to 21% in 2025, while improving operational efficiency with EBITDA margins expanding from 38.7% to 54.2%. Despite strong fundamentals including $1 billion in free cash flow and a solid balance sheet, the stock has declined nearly 20% over the past year.

Tradeweb Markets (TW) is a little-known fintech company that operates electronic marketplaces for institutional investors, handling $2.5 trillion in daily trades across fixed income, equities, and money markets. With over 3,000 clients including 90% of top 100 global asset managers and 80% of the 25 largest insurance companies, Tradeweb has become essential infrastructure for financial markets worldwide.

Tradeweb Markets reported strong Q2 2025 earnings with 26.7% revenue growth, beating EPS estimates and showing increased trading activity across multiple market segments, including rates, credit, equities, and money markets.

Analyst sees strong upside for Tradeweb Markets, Nasdaq, and BGC Group due to growing electronic fixed-income trading, pent-up demand for IPOs, and political uncertainty. However, some stocks like MarketAxess and CME Group may face near-term headwinds.

KBW, a subsidiary of Stifel Financial, announced changes to four of its indexes for Q4 2024, including additions and removals of various financial services and fintech companies.

Bank of America is bullish on U.S. brokers, asset managers, and exchanges heading into 2025, citing strong tailwinds from deregulation, rising retail investor engagement, and solid U.S. GDP growth. The bank names Blue Owl, Interactive Brokers, and Tradeweb as top picks for 2025.

Tradeweb Markets saw its share price rise nearly 5% on Friday after reporting record trading volumes for September and the third quarter, and receiving a bullish analyst note from TD Cowen.

RJF vs. TW: Which Stock Is the Better Value Option?

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Tradeweb Markets (NASDAQ:TW) underwent analysis by 7 analysts in the last quarter, revealing a spectrum of viewpoints from bullish to bearish. The table below summarizes their recent ratings, showcasing the evolving sentiments within the past 30 days and comparing them to the preceding months. Bullish Somewhat Bullish Indifferent Somewhat Bearish Bearish Total Ratings 2 3 2 0 0 Last 30D 1 0 0 0 0 1M Ago 0 1 1 0 0 2M Ago 1 2 1 0 0 3M Ago 0 0 0 0 0 Insights from analysts' 12-month price targets are revealed, presenting an average target of $118.43, a high estimate of $130.00, and a low estimate of $105.00. Marking an increase of 3.89%, the current average surpasses the previous average price target of $114.00. Investigating Analyst Ratings: An Elaborate Study The standing of Tradeweb Markets among financial experts becomes clear with a thorough analysis of recent analyst actions. The summary below outlines key analysts, their recent evaluations, and adjustments to ratings and price targets. Analyst Analyst Firm Action Taken Rating Current Price Target Prior Price Target Alex Kramm UBS Raises Buy $130.00 $120.00 Jeremy Campbell Barclays Raises Overweight $122.00 $118.00 Kyle Voigt Keefe, Bruyette & Woods Raises Market Perform $111.00 $110.00 Patrick Moley Piper Sandler Raises Neutral $105.00 $100.00 Michael Cyprys Morgan Stanley Raises Overweight $125.00 $122.00 Kenneth Worthington JP Morgan Raises Overweight $116.00 $113.00 Christopher Allen Citigroup Raises Buy $120.00 $115.00 Key Insights: Action Taken: In response to dynamic market conditions and company performance, analysts update their recommendations. Whether they 'Maintain', 'Raise', or 'Lower' their stance, it signifies their reaction to recent developments related to ...Full story available on Benzinga.com

In the last three months, 8 analysts have published ratings on Tradeweb Markets (NASDAQ:TW), offering a diverse range of perspectives from bullish to bearish. The following table summarizes their recent ratings, shedding light on the changing sentiments within the past 30 days and comparing them to the preceding months. Bullish Somewhat Bullish Indifferent Somewhat Bearish Bearish Total Ratings 2 4 2 0 0 Last 30D 0 1 1 0 0 1M Ago 1 2 1 0 0 2M Ago 0 0 0 0 0 3M Ago 1 1 0 0 0 Insights from analysts' 12-month price targets are revealed, presenting an average target of $116.62, a high estimate of $125.00, and a low estimate of $105.00. This current average has increased by 4.48% from the previous average price target of $111.62. Interpreting Analyst Ratings: A Closer Look The standing of Tradeweb Markets among financial experts is revealed through an in-depth exploration of recent analyst actions. The summary below outlines key analysts, their recent evaluations, and adjustments to ratings and price targets. Analyst Analyst Firm Action Taken Rating Current Price Target Prior Price Target Jeremy Campbell Barclays Raises Overweight $122.00 $118.00 Kyle Voigt Keefe, Bruyette & Woods Raises Market Perform $111.00 $110.00 Patrick Moley Piper Sandler Raises Neutral $105.00 $100.00 Michael Cyprys Morgan Stanley Raises Overweight $125.00 $122.00 Kenneth Worthington JP Morgan Raises Overweight $116.00 $113.00 Christopher Allen Citigroup Raises Buy $120.00 $115.00 Michael Cyprys Morgan Stanley Raises Overweight $122.00 $112.00 Andrew Bond Rosenblatt Raises Buy $112.00 $103.00 Key Insights: Action Taken: In response to dynamic market conditions and company performance, analysts update their recommendations. Whether they 'Maintain', 'Raise', or 'Lower' their stance, it signifies their reaction to recent developments related ...Full story available on Benzinga.com