Analysts See Upside in RSMC ETF Despite Recent Stock Prices

Analysts project a 16.32% upside for the Rockefeller US Small-Mid Cap ETF (RSMC) based on its holdings' target prices. With notable potential in BGC, BCC, and BWIN, questions arise regarding the feasibility of these optimistic forecasts.

Date: 12-05-2025

AI Rating: 7

Potential Upside for RSMC ETF Holdings

The report indicates that the Rockefeller US Small-Mid Cap ETF (RSMC) is currently trading at $24.81, with an implied target price of $28.86, suggesting a 16.32% upside. The analysis points to three significant underlying holdings: BGC Group Inc (symbol: BGC), Boise Cascade Co. (symbol: BCC), and The Baldwin Insurance Group Inc (symbol: BWIN), each displaying considerable upside potential according to analyst projections.

Looking at BGC, which has a recent trading price of $9.17, the analysts project a target price of $14.50, reflecting a substantial 58.12% upside. Similarly, BCC shares, priced at $88.62, have a target of $118.67, indicating a potential 33.90% rise. BWIN, trading at $38.82, is expected to reach a target price of $48.38, revealing a 24.61% upside. These optimistic projections could prompt interest from investors considering short to medium-term positions.

While the potential upsides are promising, it is essential to note that analysts often revise target prices based on both company performance and market dynamics. There is a possibility that if these companies fail to meet anticipated growth, their targets could be adjusted downward, impacting the ETF's performance negatively. Investors may want to delve deeper into these companies' earnings, revenue growth, and market conditions to evaluate if such high expectations are reasonable or overly optimistic.

Overall, this analysis suggests that short to medium-term opportunities could exist based on prevailing analyst sentiment, but a thorough review of individual company fundamentals and broader market influences is recommended before making investment decisions.

Stocks: RSMC BGC BCC BWIN