Siebert Financial (SIEB) AI Stock Analysis

Siebert Financial

(NASDAQ:SIEB)

Select Model

Rating:54Neutral

Price Target:$2.00▼(-0.99% Downside)

Action:reiterated

Date:08/29/26

The overall score of 54 reflects a company with strong revenue growth and cash flow generation, but significant profitability challenges. The primary drag is the negative net income and resulting poor valuation, which is the most significant risk. Positive technical momentum and a solid, low-debt balance sheet provide some support, but the inability to convert top-line growth into consistent earnings is the key factor limiting the score.

Positive Factors

Strong Revenue GrowthSustained top-line growth indicates solid demand for Siebert’s brokerage and capital-markets services. If maintained, this momentum can broaden the client and activity base, support operating scale, and provide a foundation for restoring profitability as revenue expands faster than fixed costs.

Negative Factors

TTM Net LossThe shift from profitability in 2023–2025 to a TTM net loss weakens earnings quality and reduces the company’s ability to compound equity internally. Negative ROE also shows that the capital base is currently producing insufficient returns, making a durable earnings recovery important.

Siebert Financial (SIEB) vs. SPDR S&P 500 ETF (SPY)

Market Cap: $77.09M
Dividend Yield: ―
Average Volume (3M): 72.59K
Price to Earnings (P/E): -68.5
Beta (1Y): 0.88
Revenue Growth: 21.62%
EPS Growth: -111.45%
Country: US
Employees: 166
Sector: Financial
Sector Strength: 68
Industry: Financial - Capital Markets

Siebert Financial Business Overview & Revenue Model

Company Description

Siebert Financial Corp., operating through its various subsidiaries, functions as a financial services firm that specializes in providing retail discount brokerage and investment advisory services to clients across the United States and international...

Siebert Financial Financial Statement Overview

Summary

Mixed financials: Strong revenue growth (+20.4% TTM) and robust cash flow generation (TTM FCF $19M) are offset by negative TTM net income (-$1.1M) and compressed margins. Solid balance sheet with low debt-to-equity (0.13) provides stability, but profitability concerns weigh on the score.

Income Statement

45Neutral

Balance Sheet

58Neutral

Cash Flow

65Positive

Financial statement breakdown
Breakdown	TTM	Dec 2025	Dec 2024	Mar 2024	Dec 2022	Dec 2021
Income Statement
Total Revenue	101.94M	94.20M	80.51M	69.35M	50.10M	67.51M
Gross Profit	63.35M	87.25M	34.91M	35.74M	19.23M	26.27M
EBITDA	990.00K	8.42M	19.11M	13.54M	-2.85M	8.56M
Net Income	-1.12M	5.12M	13.29M	7.83M	-1.99M	5.06M
Balance Sheet
Total Assets	968.76M	759.04M	519.67M	801.80M	728.05M	1.40B
Cash, Cash Equivalents and Short-Term Investments	194.42M	450.70M	193.00M	418.48M	363.79M	947.27M
Total Debt	11.47M	11.63M	6.90M	7.30M	9.45M	17.64M
Total Liabilities	880.11M	669.88M	434.58M	731.09M	678.13M	1.35B
Stockholders Equity	88.65M	89.16M	84.09M	69.72M	48.95M	49.26M
Cash Flow
Free Cash Flow	19.03M	9.61M	8.40M	-7.36M	-26.71M	-1.91M
Operating Cash Flow	20.01M	10.24M	10.05M	-4.80M	-24.61M	5.54M
Investing Cash Flow	5.91M	-6.59M	-6.05M	-2.56M	-1.84M	-8.37M
Financing Cash Flow	1.34M	1.31M	-85.00K	13.04M	-4.29M	4.85M

Siebert Financial Technical Analysis

Technical Analysis SentimentNegative

Last Price2.02

Price Trends

50DMA2.18Negative

100DMA1.96Negative

200DMA2.03Negative

Market Momentum

MACD-0.10Positive

RSI38.87Neutral

STOCH47.12Neutral

Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For SIEB, the sentiment is Negative. The current price of 2.02 is above the 20-day moving average (MA) of 2.00, below the 50-day MA of 2.18, and below the 200-day MA of 2.03, indicating a bearish trend. The MACD of -0.10 indicates Positive momentum. The RSI at 38.87 is Neutral, neither overbought nor oversold. The STOCH value of 47.12 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for SIEB.

Siebert Financial Risk Analysis

Siebert Financial disclosed 26 risk factors in its most recent earnings report. Siebert Financial reported the most risks in the "Finance & Corporate" category.

Finance & Corporate - Financial and accounting risks. Risks related to the execution of corporate activity and strategy

Latest Risks Added

0 New Risks

Siebert Financial Peers Comparison

Overall Rating

UnderperformOutperform

Sector (68)

Financial Indicators

SIEB against its peers
Name	Overall Rating	Market Cap	P/E Ratio	ROE	Dividend Yield	Revenue Growth	EPS Growth
COHN	79Outperform	$32.16M	1.03	33.24%	37.15%	111.47%	762.68%
WHG	74Outperform	$178.69M	20.26	6.29%	3.18%	7.70%	110.71%
Sector *	68Neutral	$18.00B	11.42	9.92%	3.81%	9.73%	1.22%
SIEB	54Neutral	$78.96M	-68.50	-1.26%	―	21.62%	-111.45%
HGBL	48Neutral	$43.30M	-3.02	-22.57%	―	-1.50%	-508.82%
DOMH	42Neutral	$41.33M	-0.47	-82.76%	―	134.05%	-45.58%

* Financial Sector Average

Performance Comparison

SIEB and its peers over the selected period
Ticker	Company Name	Price	Change	% Change
SIEB	Siebert Financial	1.87	-0.81	-30.22%
COHN	Cohen & Company	9.96	1.40	16.29%
DOMH	Dominari Holdings Inc.	1.64	-2.15	-56.72%
WHG	Westwood Holdings	18.84	2.79	17.42%
HGBL	Heritage Global	1.25	-0.20	-13.79%
TOP	Zhong Yang Financial Group Ltd.	11.11	5.46	96.64%

Siebert Financial Corporate Events

Business Operations and StrategyExecutive/Board Changes

Siebert Financial Announces Board Resignation and New Appointment

Neutral

Sep 25, 2026

Siebert Financial Corp. reported that Gloria E. Gebbia resigned from its Board of Directors on September 22, 2026, to concentrate on public relations and philanthropic work, with the company emphasizing that her departure did not stem from any disagr...

Glossary

BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.

Date of analysis: Aug 29, 2026

Siebert Financial AI Stock Analysis