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Owen Lau

Owen Lau Analyst Performance

Exchanges and Asset & Wealth Management at Oppenheimer

Owen Lau is a stock analyst at Oppenheimer focused in the finance sector, covering 14 publicly traded companies. Over the past year, Owen Lau has issued 24 stock ratings, including buy and hold recommendations. While full access to Owen Lau's proprietary MarketBeat Analyst Ranking is reserved for MarketBeat All Access subscribers, the rating is updated daily to reflect the most recent analyst activity. This profile highlights Owen Lau's coverage history, rating activity, and performance tendencies — helping individual investors make more informed trading decisions.

Analyst Rankings, Coverage, and Performance Statistics

Average Return
00.00% 12-Month ROI
Success Rate
00.00% Profitable Ratings
Total Ratings
65 Last 7 Years
Buy Recommendations
88.52% 54 Buy Ratings
Companies Covered
14 Unique Companies

Ratings Distribution

RatingPercentageCount
Strong Buy0.0%0 ratings
Buy88.5%54 ratings
Hold11.5%7 ratings
Sell0.0%0 ratings

Out of 61 total stock ratings issued by Owen Lau at Oppenheimer, the majority (88.5%) have been Buy recommendations, followed by 11.5% Hold.

Exchange Coverage

ExchangePercentageCount
NYSE
57.1% of companies on NYSE
8 companies
NASDAQ
35.7% of companies on NASDAQ
5 companies
BATS
7.1% of companies on BATS
1 company

Owen Lau, an analyst at Oppenheimer, currently covers 14 companies listed on NYSE, NASDAQ and BATS, with the majority traded on NYSE.

Coverage Focus

Sector IconSectorPercentage
Finance
10 companies
71.4%
Business Services
2 companies
14.3%
Computer and Technology
1 company
7.1%
Financial Services
1 company
7.1%

Owen Lau of Oppenheimer specializes in stock coverage within the Finance sector, with additional focus on Business Services and Computer and Technology companies.

Coverage Industries

IndustryPercentage
SECURITIES EXCHANGES
4 companies
28.6%
FIN - MISC SVCS
3 companies
21.4%
FIN - INVEST MGMT
2 companies
14.3%
IT SERVICES
1 company
7.1%
CONSULTING
1 company
7.1%
FINANCIAL DATA & STOCK EXCHANGES
1 company
7.1%
BUSINESS INFO SVC
1 company
7.1%
REAL ESTATE OPS
1 company
7.1%

About Owen Lau

Owen Lau is Executive Director and Senior Analyst covering the Exchanges, Information Analytics and Asset Management Sector. Owen joined the firm in 2015, originally working with Chris Kotowski covering Large Cap Banks & Brokers and Private Equity companies. Prior to Oppenheimer Owen was with Janney Montgomery Scott covering the Consumer Finance Sector. Owen received an M.S. in Computer Science from The Chinese University of Hong Kong and an M.B.A. from Columbia Business School where he received Graduation Dean’s Honor. He is also a Chartered Financial Analyst.
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Owen Lau's Ratings History at Oppenheimer

Recommendation ROI is the percentage between the price on the Report Date to the price 12 months after the report date.
Available with a MarketBeat All Access Subscription
12-Month ROIUpgrade to All Access to use the All ROI Filter
CompanyReport DateActionReport Date Price12-Month
Price Target
Rating12-Month
Price & ROI
Details
Coinbase Global, Inc. stock logo
COIN
Coinbase Global
1/12/2026Lower Price Target$244.68$370.00Outperform
Fair Isaac Corporation stock logo
FICO
Fair Isaac
10/13/2025Downgrade$1,668.26Market Perform
Equifax, Inc. stock logo
EFX
Equifax
10/13/2025Initiated Coverage$230.11$271.00Outperform
Cboe Global Markets, Inc. stock logo
CBOE
Cboe Global Markets
8/4/2025Set Price Target$247.79$265.00Outperform
Coinbase Global, Inc. stock logo
COIN
Coinbase Global
7/31/2025Reiterated Rating$383.40$417.00Outperform
Fair Isaac Corporation stock logo
FICO
Fair Isaac
7/31/2025Lower Price Target$1,533.01$1,953.00Outperform
Moody's Corporation stock logo
MCO
Moody's
7/24/2025Boost Price Target$515.82$563.00Outperform
CME Group Inc. stock logo
CME
CME Group
7/24/2025Boost Price Target$277.22$303.00Outperform
Equifax, Inc. stock logo
EFX
Equifax
7/23/2025Lower Price Target$245.67$279.00Outperform
Nasdaq, Inc. stock logo
NDAQ
Nasdaq
7/15/2025Reiterated Rating$88.84$101.00Outperform
Cboe Global Markets, Inc. stock logo
CBOE
Cboe Global Markets
7/15/2025Boost Price Target$235.49$253.00Outperform
Coinbase Global, Inc. stock logo
COIN
Coinbase Global
7/14/2025Boost Price Target$393.08$417.00Outperform
TransUnion stock logo
TRU
TransUnion
7/8/2025Boost Price Target$93.72$108.00Outperform
Fair Isaac Corporation stock logo
FICO
Fair Isaac
7/8/2025Boost Price Target$1,529.00$2,300.00Outperform
Moody's Corporation stock logo
MCO
Moody's
7/2/2025Boost Price Target$501.25$552.00Outperform
S&P Global Inc. stock logo
SPGI
S&P Global
7/2/2025Boost Price Target$527.46$592.00Outperform
Circle Internet Group, Inc. stock logo
CRCL
Circle Internet Group
6/30/2025Initiated Coverage$180.62Market Perform
SEI Investments Company stock logo
SEIC
SEI Investments
6/30/2025Boost Price Target$89.51$96.00Outperform
Coinbase Global, Inc. stock logo
COIN
Coinbase Global
6/26/2025Reiterated Rating$369.86$395.00Outperform
Nasdaq, Inc. stock logo
NDAQ
Nasdaq
6/17/2025Set Price Target$86.08$96.00Outperform
Moody's Corporation stock logo
MCO
Moody's
6/5/2025Boost Price Target$488.88$523.00Outperform
CME Group Inc. stock logo
CME
CME Group
6/4/2025Boost Price Target$279.07$300.00Outperform
TransUnion stock logo
TRU
TransUnion
5/22/2025Boost Price Target$82.76$100.00Outperform
Equifax, Inc. stock logo
EFX
Equifax
5/22/2025Boost Price Target$257.72$296.00Outperform
Coinbase Global, Inc. stock logo
COIN
Coinbase Global
5/15/2025Set Price Target$266.46$293.00
Coinbase Global, Inc. stock logo
COIN
Coinbase Global
5/9/2025Lower Price Target$199.59$269.00Outperform
Fair Isaac Corporation stock logo
FICO
Fair Isaac
5/8/2025Boost Price Target$2,098.85$2,293.00Outperform
Cboe Global Markets, Inc. stock logo
CBOE
Cboe Global Markets
5/5/2025Boost Price Target$231.55$249.00Outperform
TransUnion stock logo
TRU
TransUnion
4/25/2025Boost Price Target$82.01$96.00Outperform
Nasdaq, Inc. stock logo
NDAQ
Nasdaq
4/11/2025Lower Price Target$70.57$85.00Outperform
CME Group Inc. stock logo
CME
CME Group
4/11/2025Boost Price Target$263.29$279.00Outperform
Cboe Global Markets, Inc. stock logo
CBOE
Cboe Global Markets
4/11/2025Boost Price Target$216.01$237.00Outperform
CME Group Inc. stock logo
CME
CME Group
2/13/2025Boost Price Target$250.01$269.00Outperform
Equifax, Inc. stock logo
EFX
Equifax
2/7/2025Lower Price Target$246.29$279.00Outperform
Coinbase Global, Inc. stock logo
COIN
Coinbase Global
1/17/2025Lower Price Target$296.75$334.00Outperform
Nasdaq, Inc. stock logo
NDAQ
Nasdaq
1/13/2025Boost Price Target$76.23$89.00Outperform
Cboe Global Markets, Inc. stock logo
CBOE
Cboe Global Markets
1/13/2025Lower Price Target$192.01$218.00Outperform