Jefferies sees major valuation upside from Cordiant's Emitel strategy

Jefferies said successful execution of Emitel's growth strategy could deliver 60% valuation upside for the business and increase Cordiant Digital Infrastructure Ltd (LSE:CORD, FRA:86L)'s net asset value by 34%. The broker reached the estimate after a site visit to Emitel in Kraków, describing Cordiant's largest asset as a multi-pillar growth opportunity.

Proactive Investors • Oct 2, 2026

Can Jefferies' Expanded SMBC Partnership Bolster Its Growth in Japan?

JEF's SMBC venture is likely to expand its Japan equities and ECM reach, with SMBC's 20% stake deepening the strategic alliance.

Zacks Investment Research • Oct 2, 2026

CoreWeave capacity constraints bolster Jefferies bull case

CoreWeave IncTesla shares rise as Q3 deliveries beat production can capture stronger near-term pricing as AI demand far exceeds supply, Jefferies wrote after attending the company's Fully Connected conference. Jefferies noted that discussions with executives, customers, and management pointed to broad-based demand and visibility into 2028.

Proactive Investors • Oct 2, 2026

Jefferies: Asset Management Issues Remain A Drag Following Q3 2026 Earnings

Jefferies Financial Group posted strong Investment Banking and Capital Markets results in Q3 2026, offsetting significant weakness in Asset Management. JEF's Asset Management unit suffered a 55% sequential and 52% YoY revenue decline, driven by repeated credit events and reputational setbacks. Despite group revenues of $2.2B and EPS of $1.08 beating expectations, persistent asset management issues justify the stock's discounted 0.9x book value.

Seeking Alpha • Sep 30, 2026

What Does Jefferies' Q3 Result Say About Wall Street's IB Recovery?

JEF's record Q3 IB revenues point to stronger M&A and equity issuance, but major banks may see mixed results.

Zacks Investment Research • Sep 30, 2026

Jefferies' Q3 IB, Equities Offset Weak Asset Management & Fixed Income

Jefferies' record Investment Banking and Equities fiscal Q3 results offset weakness in Asset Management and Fixed Income, but the earnings mix remains uneven.

Zacks Investment Research • Sep 30, 2026

These Analysts Slash Their Forecasts On Jefferies Financial After Q3 Results

Jefferies Financial Group Inc (NYSE:JEF) on Monday posted better-than-expected earnings for the third quarter.

Benzinga • Sep 29, 2026

Jefferies quarterly profit jumps on deal surge, equities trading strength

Jefferies Financial posted an increase in third-quarter profit on Monday as higher fees from advising on deals and underwriting stock ​sales were complemented by a record haul in equities trading ‌business.

Reuters • Sep 28, 2026

Jefferies Stock Falls Despite Earnings Beat and Record Banking Revenue

Jefferies Financial Group reported a 16% increase in quarterly profit, but its shares slipped after hours.

Barrons • Sep 28, 2026

Jefferies Announces Third Quarter 2026 Financial Results

NEW YORK--(BUSINESS WIRE)--Jefferies Financial Group Inc. (NYSE: JEF): Q3 Financial Highlights   $ in thousands, except per share amounts Quarter End Year-to-Date     3Q26     3Q25     2026     2025   Net earnings attributable to common shareholders $ 260,578   $ 223,986   $ 639,666   $ 439,912   Diluted earnings per voting common share $ 1.08   $ 1.01   $ 2.79   $ 1.98   Return on adjusted tangible shareholders' equity1   13.5 %   13.6 %   12.9 %   9.3 % Total net revenues $ 2,221,934   $ 2,04.

Business Wire • Sep 28, 2026