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Company

KeyBanc Capital Markets

KeyBanc Capital Markets is KeyCorp's investment banking and equity research arm, covering corporate finance and capital markets.

Known aliases

  • KBCM
  • Keybanc

Current stories

investConfirmed10 publishers

SpaceX puts ten Falcon 9 launches' worth of Starlink capacity on Starship's first orbital attempt

SpaceX's Starship Flight 14 will try to reach orbit for the first time carrying 26 Starlink V3 satellites that together add about 26 Tbps of capacity. For a company valued near $2 trillion, it tests how much one launch can lift, while the cost of each launch still depends on reuse.

Perspective Coverage

12 publishers
Builder
Builder 28%
Operator
Operator 35%
Investor
Investor 37%

Reality

Evidence72
Adoption30
Hype gap+30
Incentives75
Confidence68
investOne report1 publisher

ServiceTitan guides third-quarter revenue below the quarter that just beat the Street

ServiceTitan beat on revenue and EPS and nudged its full-year guide up by $4m. The stock fell 30% the next session, because the back half of fiscal 2027 is planned at roughly 15% growth against 25% a year ago.

Publishers:saastr.com

Reality

Evidence62
Adoption55
Hype gap+6
Incentives56
Confidence58
investOne report1 publisher

Nubank opens its US bank on Lead Bank's charter with ten months on the OCC clock

Nubank launched US accounts through a sponsor partnership with Lead Bank while it works to capitalize a subsidiary the OCC has conditionally approved. It also launched a stablecoin account advertising 3.50%.

Reality

Evidence60
Adoption40
Hype gap+18
Incentives65
Confidence57
investOne report1 publisher

Marvell paid $3.25bn for silicon photonics maker Celestial AI to target market KeyBanc sees hitting $20bn by 2030

KeyBanc's optical thesis for Marvell and Marvell's own revenue guidance both land near $30 billion, four years apart and measuring different things. The purchase price for the technology is already committed.

Reality

Evidence32
Adoption45
Hype gap+30
Incentives62
Confidence36
investOne report1 publisher

Nubank funds three bank charters out of a $1.1B quarter, with credit cost up 60%

Net income rose 49% to $1.1 billion at a record 33% return on equity while Nubank opened its Mexican bank and pursued charters in Brazil and the US. Cost of credit is up 60% year over year.

Reality

Evidence58
Adoption62
Hype gap+14
Incentives72
Confidence57