Currently 3 bullish, 0 bearish — stable.
Analysts are holding steady at 3 bullish to 0 bearish.
4 YouTube analysts cover CME GROUP INC. (CME).
4 analysts have covered CME so far…
CME is overdone on the downside due to perpetual futures fears — the speaker wants to buy it.
The stock plunged on fears that perpetual futures will displace CME products, but the speaker believes this is overdone and wants to buy CME as the king of exchanges.
CME is a bargain after its pullback — strong dividend yield and resilient interest-rate derivatives revenue even under yield curve control.
Contrary to the misconception that yield curve control would crush CME's interest-rate derivatives volume, historical precedent shows trading volumes can actually increase initially. The current pullback offers an attractive entry at a solid dividend yield.
CME is a solid ecosystem investment for Alphabet, but valuation makes it a pass for personal ownership today.
CME’s cash-generating, asset-light exchange model pairs with a 10-year partnership using Google Cloud to host CME trading systems. The dividend stack plus upside from trading activity supports the strategic logic, but the speaker avoids buying at a premium valuation.
No official filings surfaced for CME yet.
