Analysts tracking the Schw stock price forecast highlight that SCHW’s net interest income trend will be a critical driver for 2024 performance. If Federal Reserve policy shifts toward rate cuts, margin compression could weigh on mid-term valuation between $68–$ “Brokerage firm The Charles Schwab Corporation (NYSE:SCHW) contributed to performance after a strong quarterly earnings report. Most notably, client cash levels appeared to be stabilizing at Schwab and across the broader industry after a two-year drawdown caused by interest rate hikes and robust equity markets, both of which pulled idle cash off the sidelines and into investments, creating a headwind to Schwab’s net interest income. This cash stabilization should allow Schwab to continue paying down its short-term borrowings, which, in turn, should lead to an increase in net interest income and earnings. The company also participated in the broader rally of financial stocks following the Republican elections sweep, which is expected to lead to more buoyant capital markets and a more business-friendly regulator, both of which should support increased activity and earnings at Schwab. As Schwab continues to improve its balance sheet and earnings, we expect potentially strong earnings growth over a multi-year period.” We have seen 1,088 institutional investors add shares of $SCHW stock to their portfolio, and 955 decrease their positions in their most recent quarter. Schw stock price forecast revisions are influenced by equity market sentiment and Fed guidance. Continued strong performance in Schwab’s trading platform usage trends will likely shape analyst outlooks.