CARTA OPTIONS US Equity Intelligence Report: Premium Institutional Research

Prepared by Dr. Sofia Chen, FRM, Head of Quantitative Research | Reviewed by David Miller, Lead Editor | Report ID: IGEMINI-E191C13A-20260531 | Data as of 2026-05-31

Executive Summary: Analysis of carta options reveals a Cautiously Constructive configuration: technical patterns show a Bull Flag formation, while fundamentals are supported by 26.32 EPS and a 1.27% yield. Institutional flows indicate 73% ownership with beta of 1.7.

Rating: Overweight | Target Price: $2059.4 | Next Earnings: Jun 22

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Technical Assessment

Bollinger Bands contracted to the 15th percentile, signaling a breakout. A close above $1691.65 would be bullish.

MACD printed a Neutral as the 50-day SMA turned positive 16 days ago.

Fundamental Assessment

Free cash flow conversion remains robust at 66%, supporting the 1.27% dividend and buybacks.

Relative to Technology peers, carta options sits at the 85th percentile in valuation, offering a potential value opportunity.

With a market cap of $11.17B, carta options operates in Technology. P/E of 55.88x is backed by 28.7% growth.

Sentiment & Flow Assessment

Options skew is toward put at the 1515.13 strike, positioning for a directional move.

Beta of 1.7 suggests carta options is {beta_desc} volatile than the market, influencing hedging strategies.

Short float at 10.1% is below the sector average, reducing squeeze risk. Institutional ownership is 73%.

Data Snapshot

MetricValueSector Avg
Last Price$1471$1397.45
Market Cap$11.17B$10.05B
P/E Ratio55.88x47.5x
EPS (TTM)$26.32$23.69
Dividend Yield1.27%0.9%
Revenue Growth28.7%17.2%
Target Price$2059.4-
Beta1.71.00

Conclusion & Rating

Based on converging technical and fundamental signals, we rate carta options as **Overweight** with a 6-month target of $2059.4. A stop-loss at $1353.32 is advised. The next earnings report on Jun 22 could serve as a catalyst.

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