- No strong opportunity cluster is confirmed yet; monitor trend and activity pressure.
XP
NASDAQ
Week ended 07 Aug 2026
Weekly Investor Report
Xp Inc · Financial Services · Capital Markets
Latest close
16.24 USD
-4.8%
latest week
Weekly setup
Weak trend
The weekly trend is not active. Price is -9.7% below the Trend Line and sits at 17.9% of its 52-week range. The latest completed week returned -4.8%, after a -4.0% four-week move. The latest factor snapshot indicates quality ranks strongly versus its universe; growth is moderate; valuation is inexpensive relative to peers. Options positioning is mixed with 34/100 conviction, while the latest news-sentiment score is 52/100. Near-term considerations: volume confirmation is below normal; earnings are due in 4d.
Setup score
28
out of 100
Latest Close
16.24 USD
7 Aug 2026
1W Return
-4.8%
latest completed week
4W Return
-4.0%
short-term follow-through
12W Return
-5.8%
quarterly tape
Trend Breadth
46.2%
24 of 52 weeks active
Volume Ratio
0.6x
vs 13-week average
- The trend backdrop is inactive, so price action has not confirmed a constructive regime.
- Price is below the Trend Line, which keeps downside pressure in focus.
- Price is below Fair Value, so the market is still discounting the latest tape.
- Activity pressure is negative, which weakens the current setup.
- Trend Line remains the key weekly regime level.
- Activity pressure is the gauge to monitor for confirmation or fade.
- A volume ratio above 1.5x would show stronger participation in the next move.
Price follow-through
-4.8%
Latest completed week; four-week move -4.0%.
Indicator stack
25/39
Trend and activity pressure are weighted against the latest 12-week confirmation window.
Trend backdrop
Active
The trend backdrop defines the current weekly regime.
Patient Capital
Quiet
Activity-pressure buy-signal status for institutional accumulation timing.
Options pressure
Mixed
34/100 conviction; expected move 2.8%.
News sentiment
52/100
40 relevant articles in the latest sentiment read.
Event risk
4d
Next report is scheduled for 17 Aug 2026; event risk rises as the date approaches.
01 · Price action
Study the full chart
Where price is—and whether the trend supports it
The weekly trend is not active. Price is -9.7% below the Trend Line and sits at 17.9% of its 52-week range. The latest completed week returned -4.8%, after a -4.0% four-week move.
52-week price path
Price vs Trend Line and Fair Value
Price
Trend Line
Fair Value
02 · Volume and demand
Is real participation confirming the move?
Latest weekly volume is 0.6x the 13-week average. Participation is below its recent norm, so price strength is not receiving full volume confirmation.
26-week volume confirmation
Bar height shows volume; colour shows the weekly price direction
13 Feb
20 Feb
27 Feb
6 Mar
13 Mar
20 Mar
27 Mar
3 Apr
10 Apr
17 Apr
24 Apr
1 May
8 May
15 May
22 May
29 May
5 Jun
12 Jun
19 Jun
26 Jun
3 Jul
10 Jul
17 Jul
24 Jul
31 Jul
7 Aug
Up week
Down week
Demand beneath price
Activity pressure and institutional-style signals
These indicators assess whether participation is improving beneath the headline price move. They are supporting evidence, not proof of institutional buying.
Activity pressure path
Latest 0.0812-week average 0.21
12-week confirmation
Trend active0/12Active trend-backdrop weeks in the latest 12-week window.
Positive pressure0/12Weeks with constructive activity pressure in the latest 12-week window.
Positive leadership0/12Weeks with positive relative leadership in the latest 12-week window.
Activity pressure0.08Current proprietary activity-pressure read.
Buy signals0Accumulation signal count in the latest 12 weeks.
Reversal markers0No reversal markers
No recent accumulation markers. No reversal markers.
03 · Momentum and leadership
Is performance persistent—and is the stock leading?
Performance is -4.0% over four weeks, -5.8% over 12 weeks, and -4.0% over one year. The current trend has remained active for 0 consecutive weeks.
Performance by holding period
Active trend streak0 weeks
Active weeks in one year24
Trend breadth46.2%
Activity pressure vs relative leadership
Activity pressureRelative leadership
Pressure-0.71Latest activity-pressure read.
Pressure change18.6%Four-week change in activity pressure.
Leadership-20.16Latest relative-leadership reading.
RS change-10.1%Four-week change in relative leadership.
04 · Fundamentals and valuation
Open full factor analysis
What investors are paying for—and the quality behind it
The latest factor snapshot indicates quality ranks strongly versus its universe; growth is moderate; valuation is inexpensive relative to peers.
Factor week 09 Aug 2026
Financial statements through 31 Mar 2026
Field coverage 100%
Model confidence 94%
Relative factor standing
Higher display scores are better. Each score is converted from the underlying universe rank, where rank 1 is best.
Overall factor strength87/100Blend of value, momentum, and quality. Underlying universe rank 14; rank 1 is best.
Value96/100Relative valuation strength. Underlying universe rank 5; rank 1 is best.
Quality82/100Profitability and accounting quality. Underlying universe rank 19; rank 1 is best.
Momentum16/100Medium-term price momentum. Underlying universe rank 85; rank 1 is best.
Growth69/100Revenue and earnings growth. Underlying universe rank 32; rank 1 is best.
Quality and valuation are separate questions
A strong company can still carry a demanding valuation. This report shows profitability, growth, balance-sheet strength, and the price paid for those characteristics separately.
Value-quality framework55/100Value and quality alignment from the Sharemaestro SVQF framework.
Valuation
How much investors are paying for earnings, sales, and cash flow.
- P/E
- 1.6x Price divided by trailing earnings.
- Price / sales
- 0.4x Market value relative to trailing revenue.
- EV / EBITDA
- 14.1x Enterprise value relative to operating cash earnings.
- Free-cash-flow yield
- 17.7% Free cash flow as a share of enterprise value.
Business quality
Margins and the return generated on invested capital.
- Gross margin
- 67.0% Gross profit retained from each unit of revenue.
- Operating margin
- 32.2% Operating profit retained from revenue.
- Free-cash-flow margin
- 84.7% Free cash flow generated from revenue.
- Return on invested capital
- 5.4% Operating return generated on invested capital.
Growth and financial strength
Recent business growth and accounting strength.
- Revenue growth
- 6.1% Latest one-year revenue growth.
- EPS growth
- 8.6% Latest one-year earnings-per-share growth.
- Free-cash-flow growth
- 30.2% Latest one-year free-cash-flow growth.
- Piotroski F-score
- 5/9 Nine-point accounting-strength checklist.
Shareholder return and balance sheet
Cash returned to owners and financial leverage.
- Dividend yield
- 2.3% Cash dividends relative to market value.
- Buyback yield
- 22.7% Net share repurchases relative to market value.
- Shareholder yield
- 25.0% Dividend yield plus net buyback yield.
- Net debt / EBITDA
- 12.8x Balance-sheet debt relative to operating cash earnings.
05 · Ownership, options, and sentiment
What other market participants are doing
Options, insider transactions, market sentiment, and activity-pressure signals can confirm or challenge the price story. None should be used alone.
Options positioningMixed
XP shows mixed options pressure with a 34/100 conviction score, put-call volume ratio of 0.90, expected move of 2.8%, and Sharemaestro trend signal inactive.
Conviction34/100
Expected move2.8%
Put/call volume0.90
Insider activity-
No recent insider transactions are stored for this company.
News sentiment52/100
Weighted news tone is neutral across 40 relevant articles.
15 positive · 22 neutral · 3 negativePatient CapitalQuiet
Activity-pressure buy-signal evidence highlights potential institutional accumulation windows.
No recent buy signal
06 · Catalysts and risk
What can move the shares—and how volatile the path has been
Event timing, options-implied movement, drawdown, and weekly return distribution frame the risk around the current setup.
Next earnings4dNext report is scheduled for 17 Aug 2026; event risk rises as the date approaches.
Options expected move2.8%Nearest-chain priced movement where available.
52-week drawdown-28.8%Distance below the 52-week high.
13-week volatility4.6%Standard deviation of weekly returns.
Weekly gains and losses
Latest 26 completed weeksEach bar is one week. Gains rise above the zero line; losses fall below it. Taller bars mean a larger weekly move.
13 Feb
13 Mar
10 Apr
8 May
5 Jun
3 Jul
7 Aug
Weeks higher12 of 2613 weeks finished lower.
Best week+15.5%Week of 20 Feb.
Worst week-13.4%Week of 6 Mar.
Latest week-4.8%Week of 7 Aug.
Shape of recent returns
Strong gains7
Modest gains5
Flat weeks1
Modest losses6
Sharp losses7
Recent vol4.6%13-week weekly-return volatility.
Base vol6.3%52-week weekly-return volatility.
Up/down split26/25Count of positive and negative weeks in the 52-week window.
Average skew5.1% / -5.0%Average positive week versus average negative week.
07 · Sector and peer context
Is this stock leading—or simply moving with its group?
Sector and industry breadth distinguish company-specific strength from a broad group move.
SectorUS Financial Services
4-week rank- / 100
Group average2.7%
Trend breadth73.0%
Trend73.0%active weekly trend signals
MD86.0%positive activity pressure
RS46.0%positive relative leadership
Four-week leaders
IndustryUS Capital Markets
4-week rank45 / 84
Group average-3.1%
Trend breadth32.1%
Trend32.1%active weekly trend signals
MD36.9%positive activity pressure
RS16.7%positive relative leadership
Four-week leaders
08 · Evidence and weekly data
The underlying research record
Every top-level statement above should be traceable to a stored market, fundamental, event, or positioning observation.
Weekly tape27/100
Trend, activity pressure, participation, and risk combine to a 27/100 tape read.
Indicator analysis10/100Latest 12-week confirmation: trend 0/12, activity pressure 0/12, relative leadership 0/12.
Activity pressure 0.08; No reversal markers Factors71/100O'Shaughnessy factor stack blends value, quality, momentum, and confidence.
Cornerstone Growth rank 79; Buyback Yield rank 2; Small Cap Core rank 3 SVQF55/100Value and quality alignment from the Sharemaestro SVQF framework.
Composite rank 321.5 of 718 Patient CapitalQuietActivity-pressure buy-signal evidence highlights potential institutional accumulation windows.
No recent buy signal Options46/100XP shows mixed options pressure with a 34/100 conviction score, put-call volume ratio of 0.90, expected move of 2.8%, and Sharemaestro trend signal inactive.
Mixed · Options-market disagreement · Expected move 2.8% Sentiment52/100Weighted news tone is neutral across 40 relevant articles.
Quantinno Capital Management LP Grows Holdings in XP Inc. $XP Insiders50/100No recent insider transaction evidence is stored.
Earnings4dNext report is scheduled for 17 Aug 2026; event risk rises as the date approaches.
| Week | Close | Return | Trend Line | Fair Value | Pressure | Leadership | Volume | Trend |
|---|---|---|---|---|---|---|---|---|
| 7 Aug 2026 | 16.24 USD | -4.8% | 17.98 USD | 18.00 USD | -0.71 | -20.16 | 17.0M | Off |
| 31 Jul 2026 | 17.06 USD | 2.2% | 18.00 USD | 18.04 USD | -0.61 | -12.28 | 16.0M | Off |
| 24 Jul 2026 | 16.69 USD | 0.1% | 17.97 USD | 18.08 USD | -0.75 | -13.95 | 16.2M | Off |
| 17 Jul 2026 | 16.67 USD | -1.5% | 17.95 USD | 18.12 USD | -0.74 | -15.67 | 22.6M | Off |
| 10 Jul 2026 | 16.92 USD | 4.7% | 17.92 USD | 18.16 USD | -0.87 | -18.30 | 51.0M | Off |
| 3 Jul 2026 | 16.16 USD | 0.2% | 17.93 USD | 18.18 USD | -1.04 | -21.03 | 16.2M | Off |
| 26 Jun 2026 | 16.13 USD | 5.4% | 17.98 USD | 18.21 USD | -1.12 | -21.15 | 25.5M | Off |
| 19 Jun 2026 | 15.30 USD | -4.5% | 18.08 USD | 18.24 USD | -1.21 | -29.16 | 21.7M | Off |
| 12 Jun 2026 | 16.02 USD | 5.8% | 18.14 USD | 18.27 USD | -1.05 | -24.62 | 38.8M | Off |
| 5 Jun 2026 | 15.14 USD | -8.0% | 18.21 USD | 18.30 USD | -1.05 | -27.80 | 27.5M | Off |
| 29 May 2026 | 16.45 USD | -0.9% | 18.31 USD | 18.32 USD | -0.87 | -25.80 | 22.9M | Off |
| 22 May 2026 | 16.60 USD | -3.7% | 18.36 USD | 18.32 USD | -0.75 | -23.66 | 46.4M | Off |
| 15 May 2026 | 17.24 USD | -8.9% | 18.38 USD | 18.32 USD | -0.65 | -20.39 | 30.5M | On |
| 8 May 2026 | 18.92 USD | 0.6% | 18.34 USD | 18.30 USD | -0.34 | -13.53 | 22.9M | On |
How to use this report
This is a completed-week research summary. It explains the available evidence and its conflicts; it does not predict a guaranteed outcome or replace your own risk assessment. Fundamental figures may refer to an earlier financial reporting period, which is shown above.