article thumbnail

Stay away from these two big U.S. banks as valuations grow stretched, Baird says

CNBC: Investing

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.

article thumbnail

Bank of America says buy these five stocks that are set to rally

CNBC: Investing

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.

Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

Josh Brown talks two big bank stocks after earnings reports

CNBC: Investing

Brown joined CNBC's "Halftime Report" to discuss the two banks after both beat Wall Street estimates. Skip Navigation Markets Pre-Markets U.S.

article thumbnail

JPMorgan likes these 3 digital banking pure plays, predicting one will rally nearly 50%

CNBC: Investing

"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.

article thumbnail

Bank of America downgrades hot IPO and Nvidia derivative CoreWeave, citing valuation

CNBC: Investing

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

IPO
article thumbnail

Bank of America says these five stocks have more room to run

CNBC: Investing

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.

article thumbnail

HSBC downgrades JPMorgan Chase, adopts 'a more cautious stance' on bank stocks

CNBC: Investing

"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.