ICEInvestment Banking
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Get what investors say about ICE next
Follow ICE free and new calls come to you in The Brief, our morning email, the day after we record them. This page shows them a week later.
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Who said what, and what ICE did next
Every dot is a day someone on the record made a call. Hover one to see who. We are not scoring them — the point is that you can see it and judge for yourself.
Who’s talking about ICE
| Date | Voice | Stance | Venue | Thesis |
|---|---|---|---|---|
| 2024-11-01 | Josh Brown (Ritholtz)CEO, Ritholtz Wealth Management | Bullish | The Compound | NYSE owner ICE is a structural beneficiary of the expanding 'degenerate economy' — extended trading hours… |
| 2023-09-20 | Jeff UbbenFounder, Inclusive Capital Partners | Bullish | New York Stock Exchange | ICE's energy exchange and data franchise is mispriced relative to structurally elevated energy volatility… |
| 2022-07-17 | Dan GibbyCo-founder, Master Trader | Bullish | Barron's Roundtable | After falling from 137 to near 90, ICE is forming a bottoming pattern with a flattened 20MA on the daily and… |
| 2021-05-07 | Cathie WoodCEO & CIO, ARK Invest | Bearish | Think Invest | Legacy automakers face a double disruption—forced to convert to EVs and then to autonomous—while their cost… |
| 2021-02-21 | Cathie WoodCEO & CIO, ARK Invest | Bearish | samlyn | ICE automakers face a dual forced transition to electric and then autonomous at structurally higher cost… |
| 2019-02-28 | Cathie WoodCEO & CIO, ARK Invest | Bearish | Anthony Pompliano | EV price parity with ICE vehicles arrives by 2021-22 as Tesla's battery cost curve accelerates while legacy… |
Last reports
| Report | When | EPS actual vs est. | Reaction |
|---|---|---|---|
| 29 Oct 2026 | before the open | 2.02 vs 1.99 | +4.5% |
Notable options days
Sessions in the last 120 where ICE’s settled options volume ran ≥ 2× its trailing 20-session baseline, or delta-dollar flow ran ≥ 2.5× — 7 of 120 sessions qualified.
| Date | Close | RVOL | Δ$ flow ($M) | Call % | LEAPS % | +20 sess. |
|---|---|---|---|---|---|---|
| 2026-10-28 | ||||||
| 2026-10-23 | ||||||
| 2026-09-15 | ||||||
| 2026-09-14 | ||||||
| 2026-06-25 | ||||||
| 2026-06-17 | ||||||
| 2026-06-02 |
ICE on the Wheel
ICE is not in our put test yet; you can still add it to your Wheel and see its puts.
The Wheel lists cash-secured puts on stocks after a 3% drop, with live quotes, the chance of assignment and each stock’s own history. Free to use; a free account lets you follow stocks, add your own and ask questions.
Decision support, not advice · questions put sellers ask us
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