Welcome equity investors—today’s edition unlocks Orion equity research on five large-cap US financial stocks to rally after Fed’s rate cut: $KKR ( ▼ 5.03% ), $SPGI ( ▼ 0.31% ), $PGR ( ▼ 0.89% ), $BX ( ▼ 4.28% ) and $HOOD ( ▼ 8.86% ).

Scores: Fundamental 7 | Analyst Sentiment 9 | Valuation 4 | Catalyst 9 | Technical 7 | Total: 36

Trade Suggestions: Long Breakthrough | Entry: 150.5 | TP: 160.0 | SL: 148.0 | Confidence: 7

$KKR ( ▼ 5.03% ) presents a compelling long-term investment opportunity, underpinned by its robust and diversified asset management platform, strong AUM growth, and high management confidence in achieving ambitious financial targets. The company is strategically positioned in high-growth areas like Asset-Based Finance, wealth management, and digital infrastructure, supported by numerous catalysts including expansion into individual investor markets and significant infrastructure deals. Analyst sentiment is overwhelmingly bullish, with substantial upside potential indicated by price targets. While current valuation metrics appear stretched relative to peers, the strong forward EPS growth and attractive PEG ratios suggest future growth can justify the premium. Technically, the stock is in a strong uptrend, though short-term overbought signals warrant a cautious entry strategy, favoring a breakthrough above key resistance to confirm continued momentum. A disciplined long position with appropriate risk management is recommended to capitalize on KKR's strong growth trajectory.

Read the full report in the attachment, and discover more free reports on our website.

Scores: Fundamental 8 | Analyst Sentiment 9 | Valuation 3 | Catalyst 7 | Technical 4 | Total: 31

Trade Suggestions: Long Normal | Entry: 495.0 | TP: 510.0 | SL: 488.0 | Confidence: 6

S&P Global presents a compelling long-term investment case driven by its wide economic moat, diversified high-margin businesses, and strategic initiatives in AI and private markets. The company's strong Q2 2025 performance, consistent subscription revenue growth, and successful Market Intelligence transformation underscore its operational strength. Management's high confidence, coupled with an overwhelmingly bullish analyst consensus and significant price target upside, reinforces a positive outlook. Key long-term catalysts, including the Mobility spin-off and deep AI integration, are poised to unlock further value and drive future growth. However, the stock's current valuation appears stretched, trading at high multiples relative to peers, which has been a concern for some analysts. Technically, $SPGI ( ▼ 0.31% ) is in a strong bearish trend, having recently broken down with high volume. While deeply oversold indicators (RSI, Stochastic) suggest a high probability of a short-term mean-reversion bounce, the overall trend remains negative. Therefore, for the coming week, a tactical, conservative long position is recommended to capture a potential bounce, but long-term investors should await a more attractive entry point to align valuation with its strong fundamental quality.

Read the full report in the attachment, and discover more free reports on our website.

Scores: Fundamental 8 | Analyst Sentiment 7 | Valuation 3 | Catalyst 8 | Technical 4 | Total: 30

Trade Suggestions: Long Normal | Entry: 237.5 | TP: 241.0 | SL: 235.0 | Confidence: 6

Progressive presents a compelling long-term growth story driven by its superior operational execution, robust financial performance, and strategic competitive advantages in the P&C insurance market. The company's ability to achieve record profitability and growth, coupled with proactive management of industry challenges, is highly commendable. Analyst sentiment, while acknowledging strong fundamentals, suggests the stock is currently fully valued, limiting significant long-term upside at current prices. Technically, $PGR ( ▼ 0.89% ) is in a short-term bearish trend, having broken below key support and trading in oversold territory. This technical setup, combined with strong underlying fundamentals and recent positive analyst revisions, creates a tactical short-term opportunity for a mean-reversion bounce. However, due to the stretched valuation and bearish technical momentum, any long position should be managed with conservative sizing and strict risk parameters.

Read the full report in the attachment, and discover more free reports on our website.

Scores: Fundamental 7 | Analyst Sentiment 6 | Valuation 3 | Catalyst 7 | Technical 6 | Total: 29

Trade Suggestions: Long Normal | Entry: 173.0 | TP: 190.0 | SL: 169.0 | Confidence: 6

Blackstone presents a compelling long-term investment opportunity driven by its market leadership in alternative asset management, robust financial performance, and strategic positioning to capitalize on secular growth trends. Management's high confidence in future growth, supported by record AUM, strong fee-related earnings, and a significant dry powder, underpins a positive outlook. Key catalysts include the anticipated recovery in M&A/IPO markets and the potential for 401(k) access to private markets. While the stock's valuation is currently stretched relative to peers and short-term technicals suggest it is overbought, the underlying fundamental strength and long-term growth trajectory remain intact. A tactical long entry on a pullback to strong support levels is recommended to leverage the bullish trend while managing valuation and short-term technical risks.

Read the full report in the attachment, and discover more free reports on our website.

Scores: Fundamental 7 | Analyst Sentiment 6 | Valuation 2 | Catalyst 7 | Technical 7 | Total: 29

Trade Suggestions: Long Breakthrough | Entry: 129.0 | TP: 138.0 | SL: 125.0 | Confidence: 5

Robinhood presents a compelling growth story driven by robust financial performance, aggressive product innovation, and successful diversification into a comprehensive financial ecosystem. Management's high confidence and strategic vision for a 'super-app' are strong positives. However, the stock is severely overvalued by all traditional metrics and relative to its peers, a concern echoed by many analysts. Technically, $HOOD ( ▼ 8.86% ) exhibits strong bullish momentum but is currently in overbought territory, approaching a critical resistance level. The increasing competitive landscape in crypto and event contracts, coupled with ongoing regulatory scrutiny, poses significant headwinds. While a tactical long position on a confirmed breakout above resistance is viable given the strong momentum, the extreme valuation and inherent risks necessitate a conservative approach to position sizing and strict adherence to risk management parameters.

Read the full report in the attachment, and discover more free reports on our website.

Research any US or Hong Kong stock in seconds using Orion AI.

Need FREE access? Reply FREE to this email.

Not interested in US/HK stocks? Reply to this email with any stock exchange of your interest and we will contact you when we launch for that stock exchange.

If you are not interested in receiving our FREE reports, kindly unsubscribe below.