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Sound Point Meridian Capital Inc

SPMC·NYSE

$11.65

+1.7%
Financial ServicesAsset Management

Sound Point Meridian Capital, LLC operates as a closed-end management investment company in the United States. It focuses on investing primarily in equity and mezzanine tranches of collateralized loan obligations, which are collateralized by portfolios consisting primarily of below-investment grade U.S. senior secured loans. The company was founded in 2022 and is based in New York, New York.

At a Glance

Live Snapshot
Market Cap$239.26M
EPS0.0000
P/E Ratio
Earnings Date08/11/2026
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Sound Point Meridian Capital Inc Street Expectations Map

SPMC · NYSE

Wall Street analysts project that SPMC stock may experience modest gains over the coming 12 months. The consensus 1-year price target stands at 11.75, with estimates ranging from a low of 11.50 to a high of 12.00.

Lowest Target
11.50
-1.29%
Consensus Target
11.75
0.86%
Highest Target
12.00
3.00%

The consensus 1-year price target stands at 11.75, with estimates ranging from a low of 11.50 to a high of 12.00.

Analyst Consensus Analysis

Upside Potential

+0.9%

Fair value territory. Stock trading near consensus target suggests limited near-term catalysts. Focus on fundamental developments.

Analyst Agreement

4.3% spread

High analyst agreement. Narrow target range indicates strong consensus on valuation, suggesting clear investment thesis and predictable outlook.

Risk-Reward Profile

2.33x

Favorable risk-reward. Potential upside significantly exceeds downside risk, offering asymmetric return profile attractive for risk-tolerant investors.

Analyst Conviction

Moderate

Neutral sentiment. Fair value pricing with moderate agreement suggests wait-and-see approach or catalyst-driven opportunity.

Market Sentiment Insight

Efficient pricing: Stock trading at fair value with strong consensus suggests market has priced in expectations. Look for fundamental inflection points or new catalysts to drive meaningful moves.

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Sound Point Meridian Capital Inc Forward Estimates of Revenue

SPMC · NYSE
Latest Revenue
-107.97M
FY 2026
Avg Estimate
69.56M
FY 2027
Estimate Range
66.22M - 72.90M
Analyst Spread

Forward Growth Analysis

Projected Growth+164.4%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage2 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread10%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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Sound Point Meridian Capital Inc Forward Estimates of Net Income

SPMC · NYSE
Latest Net Income
-126.23M
FY 2026
Avg Estimate
34.85M
FY 2027
Estimate Range
32.59M - 35.69M
Analyst Spread

Forward Growth Analysis

Projected Growth+127.6%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage2 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread9%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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Sound Point Meridian Capital Inc Forward Estimates of EPS

SPMC · NYSE
Latest EPS
0.00
FY 2026
Avg Estimate
$1.66
FY 2027
Estimate Range
$1.58 - $1.73
Analyst Spread

Forward Growth Analysis

Analyst Coverage2 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread9%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookNeutral

Mixed signals—some positive indicators offset by concerns about growth or uncertainty.

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Sound Point Meridian Capital Inc Forward Estimates of EBIT

SPMC · NYSE
Latest EBIT
-126.23M
FY 2026
Avg Estimate
57.20M
FY 2027
Estimate Range
54.46M - 59.95M
Analyst Spread

Forward Growth Analysis

Projected Growth+145.3%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage2 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread10%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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Sound Point Meridian Capital Inc Forward Estimates of EBITDA

SPMC · NYSE
Latest EBITDA
-126.23M
FY 2026
Avg Estimate
57.20M
FY 2027
Estimate Range
54.46M - 59.95M
Analyst Spread

Forward Growth Analysis

Projected Growth+145.3%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage2 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread10%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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Sound Point Meridian Capital Inc Forward Estimates of SG&A Expense

SPMC · NYSE
Latest SG&A Expense
4.18M
FY 2026
Avg Estimate
-245.84K
FY 2027
Estimate Range
-257.65K - -234.04K
Analyst Spread

Forward Growth Analysis

Projected Growth-105.9%

Significant contraction projected—major business challenges or industry disruption likely.

Analyst Coverage2 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread10%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookNeutral

Mixed signals—some positive indicators offset by concerns about growth or uncertainty.

Key Insight

Limited coverage with volatile estimates: Few analysts covering despite significant projected changes may indicate information gaps or emerging risks.

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Sound Point Meridian Capital Inc Insider Positioning

SPMC · NYSE

During the last 12 months, insiders have purchased $598K and sold $446K worth of SPMC shares, resulting in $152K of net buying activity.

3 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

3-6 Months

Bought

12.5K

163.50K

Sold

10.7K

154.96K

Net Activity

+9K

+$9K

6-9 Months

Bought

28.0K

434.27K

Sold

16.9K

290.92K

Net Activity

+143K

+$143K

9-12 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

Top Buyers

1
DU

Desai Ujjaval

Director, Officer: Chief Executive Officer

23.2K shares5 transactions

$353K

2
KS

Ketchum Stephen

Director, Officer: Chairman

9.0K shares4 transactions

$136K

3
FME

Forstenhausler Matthew E.

Director

8.3K shares4 transactions

$109K

Top Sellers

1
AGL

Assured Guaranty Ltd

10 Percent Owner

27.6K shares14 transactions

$446K

Insider Activity Analysis

Net Insider Sentiment

Bullish

Moderately bullish with $152K net buying. Insiders show cautious optimism through measured share purchases.

Buy/Sell Ratio

1.34:1

Positive buy/sell ratio. Buying exceeds or matches selling, indicating net positive insider sentiment.

Insider Participation

High Buying

3 insider buyers vs. 1 sellers. Broad-based buying across management team suggests widespread confidence.

Insider Activity Insight

Broad-based insider buying: When multiple insiders independently decide to purchase shares, it often reflects genuine confidence rather than coordinated optics. This pattern deserves attention, especially if buying followed a price decline.