AssetMark Financial (AMK) Stock Forecast, Price Target & Predictions
AMK Stock Forecast
AssetMark Financial stock forecast is as follows: an average price target of $41.00 (represents a 16.35% upside from AMK’s last price of $35.24) and a rating consensus of 'Strong Buy', based on 2 wall street analysts offering a 1-year stock forecast.
AMK Price Target
The average price target for AssetMark Financial (AMK) is $41.00 based on 1-year price targets from 2 Wall Street analysts in the past 3 months, with a price target range of $41.00 to $41.00. This represents a potential 16.35% upside from AMK's last price of $35.24.
AMK Analyst Ratings
According to 2 Wall Street analysts, AssetMark Financial's rating consensus is 'Strong Buy'. The analyst rating breakdown for AMK stock is 1 'Strong Buy' (50.00%), 0 'Buy' (0.00%), 1 'Hold' (50.00%), 0 'Sell' (0.00%), and 0 'Strong Sell' (0.00%).
AssetMark Financial Price Target by Analyst
| Date | Analyst | Company | Price Target | Price when Published | Price Target/Price when Published | Price Target/Last Closing Price |
|---|---|---|---|---|---|---|
| Apr 11, 2024 | Patrick O'Shaughnessy | Raymond James | $41.00 | $36.05 | 13.73% | 16.35% |
| Jul 12, 2022 | Raymond James | $30.00 | $17.66 | 69.88% | -14.87% | |
| Apr 29, 2022 | Raymond James | $36.00 | $19.01 | 89.37% | 2.16% |
The latest AssetMark Financial stock forecast, released on Apr 11, 2024 by Patrick O'Shaughnessy from Raymond James, set a price target of $41.00, which represents a 13.73% increase from the stock price at the time of the forecast ($36.05), and a 16.35% increase from AMK last price ($35.24).
AssetMark Financial Price Target by Period
| 1M | 3M | 12M | |
|---|---|---|---|
| # Anlaysts | - | - | 1 |
| Avg Price Target | - | - | $41.00 |
| Last Closing Price | $35.24 | $35.24 | $35.24 |
| Upside/Downside | -100.00% | -100.00% | 16.35% |
In the current month, the average price target of AssetMark Financial stock is -, according to 0 Wall Street analyst offering twelve months forecast. The average price target represents a -100.00% decrease as opposed to AssetMark Financial's last price of $35.24. This month's average price target is down NaN% compared to last quarter, and down -100.00% compared to last year.
Analyst Ratings Upgrades/Downgrades
| Date | Company | Previous Rating | New Rating | Rating Change |
|---|---|---|---|---|
| Apr 25, 2024 | William Blair | Market Perform | Downgrade | |
| Oct 11, 2023 | Raymond James | Strong Buy | Strong Buy | Hold |
| Jan 11, 2023 | Raymond James | Strong Buy | Strong Buy | Hold |
| Jul 12, 2022 | Raymond James | Strong Buy | Strong Buy | Hold |
| Apr 29, 2022 | Raymond James | Strong Buy | Strong Buy | Hold |
AssetMark Financial's last stock rating was published by William Blair on Apr 25, 2024. The company Downgrade its AMK rating from "null" to "Market Perform".
AssetMark Financial Financial Forecast
AssetMark Financial Revenue Forecast
| Dec 27 | Sep 27 | Jun 27 | Mar 27 | Dec 26 | Sep 26 | Jun 26 | Mar 26 | Dec 25 | Sep 25 | Jun 25 | Mar 25 | Dec 24 | Sep 24 | Jun 24 | Mar 24 | Dec 23 | Sep 23 | Jun 23 | Mar 23 | Dec 22 | Sep 22 | Jul 22 | Mar 22 | Dec 21 | Sep 21 | Jun 21 | Mar 21 | Dec 20 | Sep 20 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | $158.18M | $190.52M | $183.23M | $176.56M | $164.13M | $154.66M | - | $148.30M | $143.58M | $139.67M | $128.04M | $119.01M | $110.92M | $107.14M |
| Avg Forecast | $317.13M | $306.69M | $296.59M | $286.83M | $168.00M | $165.00M | $162.00M | $158.00M | $160.00M | $158.00M | $155.00M | $151.00M | $180.60M | $176.45M | $150.00M | $143.91M | $138.54M | $140.35M | $137.79M | $132.41M | $120.20M | $109.89M | $107.46M | $108.22M | $102.93M | $100.60M | $87.16M | $82.95M | $76.23M | $71.94M |
| High Forecast | $317.13M | $306.69M | $296.59M | $286.83M | $168.00M | $165.00M | $162.00M | $158.00M | $160.00M | $158.00M | $155.00M | $151.00M | $180.60M | $177.18M | $150.00M | $143.91M | $140.09M | $142.16M | $137.79M | $132.41M | $120.20M | $109.89M | $107.46M | $113.10M | $107.57M | $105.13M | $91.09M | $86.69M | $79.67M | $75.19M |
| Low Forecast | $317.13M | $306.69M | $296.59M | $286.83M | $168.00M | $165.00M | $162.00M | $158.00M | $160.00M | $158.00M | $155.00M | $151.00M | $180.60M | $175.69M | $150.00M | $143.91M | $137.67M | $138.32M | $137.79M | $132.41M | $120.20M | $109.89M | $107.46M | $100.66M | $95.74M | $93.57M | $81.07M | $77.15M | $70.91M | $66.92M |
| # Analysts | 1 | 1 | 1 | 1 | 1 | 1 | 1 | 1 | - | - | - | - | 1 | 2 | 1 | 2 | 4 | 4 | 2 | 2 | 1 | 1 | 1 | 1 | 2 | 2 | 2 | 2 | 2 | 2 |
| Surprise % | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | 1.14% | 1.36% | 1.33% | 1.33% | 1.37% | 1.41% | - | 1.37% | 1.39% | 1.39% | 1.47% | 1.43% | 1.46% | 1.49% |
AssetMark Financial's average Quarter revenue forecast for Mar 24 based on 2 analysts is $143.91M, with a low forecast of $143.91M, and a high forecast of $143.91M. AMK's average Quarter revenue forecast represents a -9.03% decrease compared to the company's last Quarter revenue of $158.18M (Dec 23).
AssetMark Financial EBITDA Forecast
| Dec 27 | Sep 27 | Jun 27 | Mar 27 | Dec 26 | Sep 26 | Jun 26 | Mar 26 | Dec 25 | Sep 25 | Jun 25 | Mar 25 | Dec 24 | Sep 24 | Jun 24 | Mar 24 | Dec 23 | Sep 23 | Jun 23 | Mar 23 | Dec 22 | Sep 22 | Jul 22 | Mar 22 | Dec 21 | Sep 21 | Jun 21 | Mar 21 | Dec 20 | Sep 20 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| # Analysts | 1 | 1 | 1 | 1 | 1 | 1 | 1 | 1 | - | - | - | - | 1 | 2 | 1 | 2 | 4 | 4 | 2 | 2 | 1 | 1 | 1 | 1 | 2 | 2 | 2 | 2 | 2 | 2 |
| EBITDA | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | $57.62M | $64.43M | $55.35M | $34.71M | $46.97M | $46.92M | - | $38.00M | $29.26M | $33.42M | $30.60M | $-6.80M | $11.46M | $10.90M |
| Avg Forecast | $63.48M | $61.39M | $59.37M | $57.42M | $33.63M | $33.03M | $32.43M | $31.63M | $32.03M | $31.63M | $31.03M | $30.23M | $36.15M | $35.32M | $30.03M | $44.77M | $27.73M | $28.10M | $27.58M | $40.70M | $24.06M | $37.91M | $21.51M | $37.00M | $33.44M | $34.46M | $28.15M | $-7.02M | $9.76M | $7.87M |
| High Forecast | $63.48M | $61.39M | $59.37M | $57.42M | $33.63M | $33.03M | $32.43M | $31.63M | $32.03M | $31.63M | $31.03M | $30.23M | $36.15M | $35.47M | $30.03M | $53.73M | $28.04M | $28.46M | $27.58M | $48.84M | $24.06M | $45.49M | $21.51M | $44.40M | $40.13M | $41.36M | $33.78M | $-5.62M | $11.71M | $9.44M |
| Low Forecast | $63.48M | $61.39M | $59.37M | $57.42M | $33.63M | $33.03M | $32.43M | $31.63M | $32.03M | $31.63M | $31.03M | $30.23M | $36.15M | $35.17M | $30.03M | $35.82M | $27.56M | $27.69M | $27.58M | $32.56M | $24.06M | $30.33M | $21.51M | $29.60M | $26.75M | $27.57M | $22.52M | $-8.42M | $7.81M | $6.30M |
| Surprise % | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | 2.08% | 2.29% | 2.01% | 0.85% | 1.95% | 1.24% | - | 1.03% | 0.88% | 0.97% | 1.09% | 0.97% | 1.17% | 1.38% |
2 analysts predict AMK's average Quarter EBITDA for Mar 24 to be $44.77M, with a high of $53.73M and a low of $35.82M. This is -22.30% lower than AssetMark Financial's previous annual EBITDA (Dec 23) of $57.62M.
AssetMark Financial Net Income Forecast
| Dec 27 | Sep 27 | Jun 27 | Mar 27 | Dec 26 | Sep 26 | Jun 26 | Mar 26 | Dec 25 | Sep 25 | Jun 25 | Mar 25 | Dec 24 | Sep 24 | Jun 24 | Mar 24 | Dec 23 | Sep 23 | Jun 23 | Mar 23 | Dec 22 | Sep 22 | Jul 22 | Mar 22 | Dec 21 | Sep 21 | Jun 21 | Mar 21 | Dec 20 | Sep 20 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| # Analysts | 1 | 1 | 1 | 1 | 1 | 1 | 1 | 1 | - | - | - | - | 1 | 2 | 1 | 2 | 4 | 4 | 2 | 2 | 1 | 1 | 1 | 1 | 2 | 2 | 2 | 2 | 2 | 2 |
| Net Income | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | $34.63M | $38.38M | $32.88M | $17.22M | $25.59M | $30.11M | - | $22.22M | $12.35M | $12.25M | $9.99M | $-8.92M | $-9.87M | $8.60M |
| Avg Forecast | $56.80M | $55.30M | $54.12M | $51.38M | $53.45M | $51.95M | $50.44M | $48.93M | $53.52M | $52.59M | $51.67M | $49.98M | $52.43M | $51.02M | $48.10M | $26.18M | $43.21M | $43.69M | $42.85M | $23.80M | $33.12M | $13.90M | $30.56M | $21.63M | $14.12M | $12.63M | $9.19M | $-9.20M | $-8.40M | $8.24M |
| High Forecast | $56.80M | $55.30M | $54.12M | $51.38M | $53.45M | $51.95M | $50.44M | $48.93M | $53.52M | $52.59M | $51.67M | $49.98M | $52.43M | $51.77M | $48.10M | $31.41M | $44.73M | $45.20M | $42.85M | $28.56M | $33.12M | $16.68M | $30.56M | $25.96M | $16.94M | $15.16M | $11.02M | $-7.36M | $-6.72M | $9.89M |
| Low Forecast | $56.80M | $55.30M | $54.12M | $51.38M | $53.45M | $51.95M | $50.44M | $48.93M | $53.52M | $52.59M | $51.67M | $49.98M | $52.43M | $50.27M | $48.10M | $20.94M | $41.70M | $41.43M | $42.85M | $19.04M | $33.12M | $11.12M | $30.56M | $17.31M | $11.29M | $10.11M | $7.35M | $-11.04M | $-10.08M | $6.59M |
| Surprise % | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | 0.80% | 0.88% | 0.77% | 0.72% | 0.77% | 2.17% | - | 1.03% | 0.88% | 0.97% | 1.09% | 0.97% | 1.17% | 1.04% |
AssetMark Financial's average Quarter net income forecast for Mar 24 is $26.18M, with a range of $20.94M to $31.41M. AMK's average Quarter net income forecast represents a -24.42% decrease compared to the company's last Quarter net income of $34.63M (Dec 23).
AssetMark Financial SG&A Forecast
| Dec 27 | Sep 27 | Jun 27 | Mar 27 | Dec 26 | Sep 26 | Jun 26 | Mar 26 | Dec 25 | Sep 25 | Jun 25 | Mar 25 | Dec 24 | Sep 24 | Jun 24 | Mar 24 | Dec 23 | Sep 23 | Jun 23 | Mar 23 | Dec 22 | Sep 22 | Jul 22 | Mar 22 | Dec 21 | Sep 21 | Jun 21 | Mar 21 | Dec 20 | Sep 20 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| # Analysts | 1 | 1 | 1 | 1 | 1 | 1 | 1 | 1 | - | - | - | - | 1 | 2 | 1 | 2 | 4 | 4 | 2 | 2 | 1 | 1 | 1 | 1 | 2 | 2 | 2 | 2 | 2 | 2 |
| SG&A | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | $5.72M | $7.37M | $32.73M | $31.08M | $32.26M | $27.54M | - | $27.79M | $27.81M | $23.86M | $21.33M | $21.75M | $18.24M | $19.58M |
| Avg Forecast | $56.69M | $54.83M | $53.02M | $51.28M | $30.03M | $29.50M | $28.96M | $28.25M | $28.60M | $28.25M | $27.71M | $27.00M | $32.29M | $31.54M | $26.82M | $32.74M | $24.77M | $25.09M | $24.63M | $29.77M | $21.49M | $27.07M | $19.21M | $27.06M | $31.78M | $24.61M | $19.63M | $22.45M | $15.54M | $18.77M |
| High Forecast | $56.69M | $54.83M | $53.02M | $51.28M | $30.03M | $29.50M | $28.96M | $28.25M | $28.60M | $28.25M | $27.71M | $27.00M | $32.29M | $31.68M | $26.82M | $39.29M | $25.05M | $25.42M | $24.63M | $35.72M | $21.49M | $32.49M | $19.21M | $32.47M | $38.13M | $29.53M | $23.55M | $26.94M | $18.65M | $22.52M |
| Low Forecast | $56.69M | $54.83M | $53.02M | $51.28M | $30.03M | $29.50M | $28.96M | $28.25M | $28.60M | $28.25M | $27.71M | $27.00M | $32.29M | $31.41M | $26.82M | $26.19M | $24.61M | $24.73M | $24.63M | $23.81M | $21.49M | $21.66M | $19.21M | $21.65M | $25.42M | $19.69M | $15.70M | $17.96M | $12.43M | $15.01M |
| Surprise % | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | 0.23% | 0.29% | 1.33% | 1.04% | 1.50% | 1.02% | - | 1.03% | 0.88% | 0.97% | 1.09% | 0.97% | 1.17% | 1.04% |
AssetMark Financial's average Quarter SG&A projection for Mar 24 is $32.74M, based on 2 Wall Street analysts, with a range of $26.19M to $39.29M. The forecast indicates a 472.64% rise compared to AMK last annual SG&A of $5.72M (Dec 23).
AssetMark Financial EPS Forecast
| Dec 27 | Sep 27 | Jun 27 | Mar 27 | Dec 26 | Sep 26 | Jun 26 | Mar 26 | Dec 25 | Sep 25 | Jun 25 | Mar 25 | Dec 24 | Sep 24 | Jun 24 | Mar 24 | Dec 23 | Sep 23 | Jun 23 | Mar 23 | Dec 22 | Sep 22 | Jul 22 | Mar 22 | Dec 21 | Sep 21 | Jun 21 | Mar 21 | Dec 20 | Sep 20 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| # Analysts | 1 | 1 | 1 | 1 | 1 | 1 | 1 | 1 | - | - | - | - | 1 | 2 | 1 | 2 | 4 | 4 | 2 | 2 | 1 | 1 | 1 | 1 | 2 | 2 | 2 | 2 | 2 | 2 |
| EPS | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | $0.46 | $0.52 | $0.44 | $0.23 | $0.35 | $0.41 | - | $0.30 | $0.17 | $0.17 | $0.14 | $-0.13 | $-0.15 | $0.13 |
| Avg Forecast | $0.75 | $0.73 | $0.72 | $0.68 | $0.71 | $0.69 | $0.67 | $0.65 | $0.71 | $0.70 | $0.69 | $0.66 | $0.70 | $0.68 | $0.64 | $0.60 | $0.57 | $0.58 | $0.57 | $0.54 | $0.44 | $0.41 | $0.41 | $0.38 | $0.34 | $0.38 | $0.33 | $0.31 | $0.26 | $0.24 |
| High Forecast | $0.75 | $0.73 | $0.72 | $0.68 | $0.71 | $0.69 | $0.67 | $0.65 | $0.71 | $0.70 | $0.69 | $0.66 | $0.70 | $0.69 | $0.64 | $0.60 | $0.59 | $0.60 | $0.57 | $0.54 | $0.44 | $0.41 | $0.41 | $0.40 | $0.36 | $0.40 | $0.35 | $0.33 | $0.28 | $0.26 |
| Low Forecast | $0.75 | $0.73 | $0.72 | $0.68 | $0.71 | $0.69 | $0.67 | $0.65 | $0.71 | $0.70 | $0.69 | $0.66 | $0.70 | $0.67 | $0.64 | $0.60 | $0.55 | $0.55 | $0.57 | $0.54 | $0.44 | $0.41 | $0.41 | $0.35 | $0.31 | $0.35 | $0.30 | $0.28 | $0.24 | $0.22 |
| Surprise % | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | 0.80% | 0.90% | 0.77% | 0.43% | 0.80% | 0.99% | - | 0.79% | 0.49% | 0.45% | 0.43% | -0.42% | -0.57% | 0.54% |
According to 2 Wall Street analysts, AssetMark Financial's projected average Quarter EPS for Mar 24 is $0.60, with a low estimate of $0.60 and a high estimate of $0.60. This represents a 30.98% increase compared to AMK previous annual EPS of $0.46 (Dec 23).