FUTU 주식은 고객 성장 예측과 함께 과대 비중 등급을 유지합니다.

What happened: Futu Holdings (FUTU) reported strong Q1 2026 growth, with funded accounts up 34.3% YoY to 3.6 million and total client assets up 47.2% to HK$1.22 trillion. Despite Morgan Stanley lowering its price target to $225, the firm maintained an Overweight rating. Barclays projected Futu could add 800K clients in 2026, also maintaining an Overweight rating.

Market impact: The robust client growth and increased assets drove FUTU's stock to remain an overweight pick among analysts. This narrative positively impacts other growth stocks in the fintech and brokerage sectors, such as Upstart Holdings (UPST), which Mizuho Securities also rated Outperform.

What to watch next: Futu's Q2 2026 earnings report on August 29, 2026, will provide insights into whether the strong growth momentum continues. Additionally, Upstart's Q2 2026 earnings on July 26, 2026, will offer updates on its growth trajectory, potentially influencing FUTU's performance due to sector correlation.