This site uses cookies to improve your experience. To help us insure we adhere to various privacy regulations, please select your country/region of residence. If you do not select a country, we will assume you are from the United States. Select your Cookie Settings or view our Privacy Policy and Terms of Use.
Cookie Settings
Cookies and similar technologies are used on this website for proper function of the website, for tracking performance analytics and for marketing purposes. We and some of our third-party providers may use cookie data for various purposes. Please review the cookie settings below and choose your preference.
Used for the proper function of the website
Used for monitoring website traffic and interactions
Cookie Settings
Cookies and similar technologies are used on this website for proper function of the website, for tracking performance analytics and for marketing purposes. We and some of our third-party providers may use cookie data for various purposes. Please review the cookie settings below and choose your preference.
Strictly Necessary: Used for the proper function of the website
Performance/Analytics: Used for monitoring website traffic and interactions
banks as valuations grow stretched, Baird says Published Fri, Jun 27 2025 8:48 AM EDT Updated Fri, Jun 27 2025 12:08 PM EDT Sean Conlon @SeanAustin96 WATCH LIVE The recent rally in shares of JPMorgan and Bank of America may soon reverse, according to Baird. banks have outperformed the S & P 500 in 2025. " Both U.S.
Boot Barn The Western-themed footwear company is firing on all cylinders, according to Bank of America. Skip Navigation Markets Pre-Markets U.S. The firm said buy-rated companies like Nvidia have plenty of upside heading into summer.
"We find the digital banking space an attractive investment arena," analyst Ella Smith wrote to clients in a Wednesday note. Here's what Smith sees as the outlook for each: Q2 Holdings and Alkami Smith first prefers Q2 Holdings and Alkami, which update software for customers of credit unions and regional banks.
Skip Navigation Markets Pre-Markets U.S. The firm downgraded CoreWeave to neutral from buy on Monday, but increased its price target to $185 per share from $76, which suggests shares could rise 26% from Friday's $147.19
Bank of America believes the stock is severely undervalued. Bank of America admitted there had been some concerns about Disney's Experiences unit which includes cruise ships, and theme park competition, but for now Reif Ehrlich says worries are overdone. Skip Navigation Markets Pre-Markets U.S.
"To us, upside to JPMorgan's share price from current levels over a multi-year period would seem to require a paradigm shift on how banks are valued," he added. The analyst noted a "more cautious stance" on larger banks like JPMorgan and Goldman Sachs over what he said is a still choppy macroeconomic backdrop.
To be exact, 35 S & P 500 companies and six in the Dow Jones Industrial Average are set to report next week, including two of the largest banks in the country, JPMorgan and Citigroup , both of which report before the market opens on Tuesday. Skip Navigation Markets Pre-Markets U.S. Financial services provider State Street Corp.,
Hinge Health Shares of the digital physical therapy company have plenty more room to run, according to the bank. Skip Navigation Markets Pre-Markets U.S. "We expect this to translate to scaling profitability growth and free cash flow generation," Navon said. Shares are up 16% in 2025. billion digital care category."
The firm reiterated a buy rating on the investment bank on Wednesday, alongside a $700 per share price target, which represents 12% upside from Wednesday's $624.17 Skip Navigation Markets Pre-Markets U.S.
Meanwhile, shares of Kontoor are down 27% this year with plenty of room to recover, the Wall Street bank believes. Skip Navigation Markets Pre-Markets U.S. The Wall Street firm says these companies are resilient and that investors should quickly buy them. The outdoor clothing company has a long runway for growth, according to Roach.
Bank of America recently attended an investor day and came away feeling even more constructive on the stock. Skip Navigation Markets Pre-Markets U.S. Analysts named stocks like Amazon that have compelling valuations or expected catalysts as quarterly reporting season continues. Shares are up 64% this year.
Yum China Buy the dip in shares of the owner of Pizza Hut and KFC in China, the bank said. Skip Navigation Markets Pre-Markets U.S. Other overweight-rated names include: Yum China, Starbucks , O'Reilly Automotive and Clearwater Analytics.
Analyst Mike Mayo, who has an overweight rating on the "best-in-class" bank, raised his price target to $325 from $320. bank reported second-quarter revenue of $45.68 Mayo estimates that the bank will see about $200 billion in excess capital over a three-year period before stock buybacks.
Corners of the fixed income market O'Connell likes include the insurance sector and banks. We think the banks are in an outstanding position." Skip Navigation Markets Pre-Markets U.S. "We continue to find value in financials," he said. "It fundamentally lines up with what we are looking for.
Big banks including JPMorgan Chase , Wells Fargo , Citigroup , BlackRock , Bank of New York Mellon and State Street commenced the season on Tuesday morning. "We believe the company is on track to capture over 50% of its incremental SAM [serviceable available market] in the coming years," the bank wrote.
The bank's analysts upgraded shares of the athletic footwear and apparel manufacturer to an overweight rating from neutral. Skip Navigation Markets Pre-Markets U.S. Analyst Matthew Boss hiked his price target to $93 per share from $64.
" The bullish call at KBW contrasts with a downgrade of JPMorgan by HSBC, which said it was adopting a "more cautious stance" on large-cap banks, including others such as Goldman Sachs , citing a turbulent macroeconomic landscape. Skip Navigation Markets Pre-Markets U.S.
While spreads are tight, lack of competitive yield alternatives, banking sector fundamentals and supply-demand dynamics should remain supportive of the securities, Sileo said in a note Wednesday. Banks account for an estimated two-thirds to three-quarters of total preferred issuance , according to S & P Global.
V, in past week Fandetti points out that stablecoins are reminiscent of account-to-account payments, a method through which funds are transferred between two bank accounts — bypassing intermediaries such as payment processors. Skip Navigation Markets Pre-Markets U.S. However, the method isn't widely used, he noted.
million after selling 9,500 shares of the investment bank for an average price of $724.44 Skip Navigation Markets Pre-Markets U.S. QS YTD mountain QuantumScape year to date Goldman Sachs Denis Coleman, Goldman Sachs' chief financial officer, generated $6.91 The sale reduced Coleman's holdings by nearly 30%. CEO David M. million.
In the same note, the bank highlighted Nvidia, Broadcom and Micron as the stocks to own in the space. Skip Navigation Markets Pre-Markets U.S. However, it believes that any risks resulting from this setup should still be manageable.
" Raymond James upgrades PNC to outperform from market perform Raymond James says the regional bank is well positioned. " Deutsche Bank upgrades General Dynamics to buy from hold Deutsche says the defense company has a robust balance sheet. Skip Navigation Markets Pre-Markets U.S.
The central bank opted to hold interest rates steady when it concluded its two-day meeting on Wednesday. " Dangoor said he expects the central bank to remain on hold at next month's meeting, but believes a path could open up for it to resume rate cuts later this year if the labor market weakens.
" SLR was established in 2014 as part of the Basel III reforms to monitor banks Tier 1 capital. Last week, big banks passed their most recent stress test, but those were reportedly less vigorous than previous years. Passing the stress test lest major banks to issue dividends to shareholders and announce stock buybacks.
Analyst Devin Ryan downgraded the big bank to market perform from market outperform. Skip Navigation Markets Pre-Markets U.S. He also removed his $600 price target, which implied a 14.9% decline from Friday's close.
Shares have surged 29% this year, but the investment bank's target price implies the stock could rally another 11% from current levels. Skip Navigation Markets Pre-Markets U.S. Of the Wall Street analysts covering Aon, more than half, or 55%, rate it a buy. Social media platform Pinterest was another of Goldman's top stock picks.
The bank downgraded shares of the retailer to an underweight rating from neutral in a Monday note. Skip Navigation Markets Pre-Markets U.S. Analyst Matthew Boss also established a December 2026 price target of $9, indicating shares could fall 23% from their Friday closing price.
"JPMorgan Chase has excelled at both offense and defense over the past decade, in which it has been gaining market share in all major business lines, while optimizing its businesses, showing consistent earnings relative to other global banks, and creating a 'fortress balance sheet' (as defined by its CEO)," Mayo wrote.
Brad joins us with over a decade of investment banking experience, having advised on more than 30 middle-market M&A transactions across healthcare, consumer, and industrial sectors. Joining PCE is an exciting opportunity to bring my healthcare experience to a team that truly values long-term client relationships,” said Brad.
"The financial services industry and crypto are converging and it really started with stablecoins, which is the ChatGPT of crypto because it's viral adoption by consumers, business banks and now even Visa," he told CNBC's "Squawk Box" Monday. Skip Navigation Markets Pre-Markets U.S.
The bank upgraded the cloud computing stock to an outperform rating from market perform. Skip Navigation Markets Pre-Markets U.S. Analyst Keith Bachman accompanied the move by lifting his price target to $235 from $200. Bachman's revised price target implies an upside of nearly 18% ahead.
The investment bank recently highlighted some stocks it likes that offer solid dividend yields, strong dividend growth and whose payouts are well covered by earnings. Bank of America is raising its quarterly dividend by 8% to 28 cents per share, beginning in the third quarter of 2025. Skip Navigation Markets Pre-Markets U.S.
More In Analyst Calls Bank of America has identified a new under-the-radar AI data center play Spencer Kimball 31 min ago Here are Thursday's biggest analyst calls: Nvidia, Tesla, Apple, Microsoft, Meta, CoreWeave and more Michael Bloom 21 min ago Meta’s earnings beat expectations. Skip Navigation Markets Pre-Markets U.S.
Transportation stock C.H. Subsequently, Bank of America raised its price objective to $89 from $85. Bank of America's updated target is approximately 42% higher than where shares of CVS currently trade. Skip Navigation Markets Pre-Markets U.S. But with a market beta of 0.62 Standard & Poor's rates the stock a B+.
The bank upgraded the U.S.-listed Skip Navigation Markets Pre-Markets U.S. listed shares of the Chinese tech company to an overweight rating from equal weight. Hesai supplies LiDAR products such as sensors, which are then used in the robotics industry.
The bank upgraded shares of the consumer and commercial goods manufacturer to an overweight rating from neutral. Skip Navigation Markets Pre-Markets U.S. Simultaneously, analyst Andrea Teixeira raised her price target to $7 per share from $6.
Essentially, Deutsche Bank said this has been the shortest market plunge on a volatility shock on record. Skip Navigation Markets Pre-Markets U.S. "But there could likely be more on the table for patient investors going forward."
"Cash coming into a portfolio can be very important to income investors in particular, but it provides all investors with optionality," she said during a panel discussion Tuesday on the bank's investment outlook. 'Fireworks' One area the bank likes is investment-grade corporate bonds.
Large plan sponsors will be the slowest to adapt, as they contend with significant fiduciary scrutiny, said Deutsche Bank analyst Brian Bedell in a Wednesday note. CNBC's Michael Bloom contributed reporting More In Income Investing These banks are still paying 4% yields on CDs. Skip Navigation Markets Pre-Markets U.S.
We organize all of the trending information in your field so you don't have to. Join 38,000+ users and stay up to date on the latest articles your peers are reading.
You know about us, now we want to get to know you!
Let's personalize your content
Let's get even more personalized
We recognize your account from another site in our network, please click 'Send Email' below to continue with verifying your account and setting a password.
Let's personalize your content