Added to YB: 2026-06-19
Pitch date: 2026-06-17
CBOE [bullish]
Cboe Global Markets, Inc.
Author Info
No bio for this author
Company Info
Cboe Global Markets, Inc., through its subsidiaries, operates as a derivatives and securities exchange network that delivers cutting-edge trading, clearing, and investment solutions in the United States and internationally.
Market Cap
$27.8B
Pitch Price
N/A
Price Target
N/A
Dividend
1.08%
EV/EBITDA
14.94
P/E
22.65
EV/Sales
5.68
Sector
Capital Markets
Category
growth
CBOE: Priced for a Threat That Isn't There
CBOE: Down 33% on Kalshi BTC futures fear—but Kalshi faces C&D orders in 3 states, federal enforcement, possible 15-state geofence, and doesn't compete with SPX options moat. Best quarter ever: net rev +29%, adj EPS +48%, 74.2% EBITDA margin. SpaceX options set 14yr record; OpenAI/Anthropic IPO listings + extended hours catalysts. Risk: 64% rev from Options, SPX license renewal 2032. Bought 200 shares @$269.35.
Read full article (7 min)