Jefferies (JEF) reported earnings 30 days ago. What's next for the stock?
With deal-making and IPO activity picking up, investment banks (IB) are reclaiming center stage. Morgan Stanley MS and Jefferies Financial Group JEF offer two distinct ways to play the cycle.
Jefferies' shares slide 3.3% despite beating earnings and revenue estimates, as higher expenses weigh on fiscal Q4 results.
While the top- and bottom-line numbers for Jefferies (JEF) give a sense of how the business performed in the quarter ended November 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Jefferies reported higher fourth-quarter profit on Wednesday, boosted by a rebound in dealmaking and strong underwriting, giving investors an early signal about the strength of Wall Street's investment-banking business.
Jefferies analysts are advising investors to remain cautious on the software sector heading into 2026, arguing that growth is likely to continue lagging other technology segments even as artificial intelligence adoption expands across enterprises. The analysts recommend that investors stay underweight software as overall growth decelerates and trails faster-moving areas such as semiconductors.
David Zervos, Jefferies chief market strategist, joins 'Squawk on the Street' to discuss what happens for equities this year, the rate path and much more.
Besides Wall Street's top-and-bottom-line estimates for Jefferies (JEF), review projections for some of its key metrics to gain a deeper understanding of how the company might have fared during the quarter ended November 2025.
Jefferies (JEF) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Jefferies Financial Group Inc. was analyzed for its risk-reward profile across eight categories, emphasizing upside opportunity versus downside risk, determining it continues to be a bullish case. Key JEF upside drivers are investment banking tailwinds, low leverage risk, and recent business acquisitions/investments and platform growth. Profit margins are lagging behind some key financial peers, however there is a strong EPS consensus for FY2026.
The global mining sector is set for another strong year in 2026, with supply constraints, resilient demand and potential US Federal Reserve rate cuts providing a favorable backdrop for earnings growth and rising share prices, according to analysts at Jefferies. “2026 should be a year of commodity-driven earnings growth for the sector,” Jefferies analysts wrote, highlighting copper and aluminum as the metals with the most upside potential due to widening supply deficits and rising power costs.
Rep. Hakeem Jefferies, House Minority Leader, joins 'Squawk Box' to discuss the push to extend ACA subsidies.