Managing Director and Senior Equity Analyst at Stifel Financial Corp.
Matthew James Kikkert is a Managing Director and Senior Equity Analyst at Stifel, specializing in financial services and non-mortgage lending sectors. He covers major companies including Intapp and firms within the broader lending industry, frequently driving investor conversations and delivering actionable insights. Kikkert's professional track record is highlighted by his leadership in evaluating partner ecosystem maturity and broad-based demand for solutions, earning recognition for high-quality analytical work. Beginning his career in financial research, he progressed through various analytical roles before being appointed Managing Director at Stifel, and he holds FINRA securities licenses and other industry credentials befitting a senior analyst.
Matthew James Kikkert inquired about the individual operating margin levers for fiscal year 2026, asking if there's anything unique to call out or if recent trends are expected to continue.
President John Mullen stated that there's nothing unique to call out, expecting a continuation of the model playing out. He emphasized leveraging past investments to drive more scale and expressed increased confidence in achieving the longer-term margin targets previously discussed.
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