Barclays analyst Terry Ma maintains $First American Financial (FAF.US)$ with a hold rating, and adjusts the target price from $72 to $69.
According to TipRanks data, the analyst has a success rate of 54.5% and a total average return of 2.4% over the past year.
Furthermore, according to the comprehensive report, the opinions of $First American Financial (FAF.US)$'s main analysts recently are as follows:
Heading into 2025, the specialty finance sector is expected to be influenced by several key themes including a stable consumer base, improved consumer credit trends especially among prime borrowers, persistently high mortgage rates, and a more easing regulatory environment. The recent election resulted in share outperformance for consumer lenders, which may complicate future stock selections. The same strategies applicable in 2024 regarding mortgage finance will remain relevant in 2025, with a preference for companies having balanced business models. It's advisable to focus on stocks that still have positive and not yet fully priced-in catalysts, potentially offering additional upside. The value of air lessors is also believed to still be underrecognized.
The outcome of the recent November election appears to have revitalized business and consumer confidence, fueling expectations of a more pro-business political climate. This shift is anticipated to have positive implications for the U.S. economy, although it could reduce prospects for further Federal Reserve easing. This scenario is expected to benefit stocks associated with consumer credit and spending, while those linked to the mortgage market might face challenges due to persistently high rates and a scarcity of housing. Anticipated enhancements in earnings forecasts for 2026 suggest significant upside potential, even for stocks that demonstrated robust performance in 2024.
Note:
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