Goldman Sachs analyst Richard Ramsden maintains $JPMorgan (JPM.US)$ with a buy rating, and adjusts the target price from $224 to $237.
According to TipRanks data, the analyst has a success rate of 66.4% and a total average return of 12.2% over the past year.
Furthermore, according to the comprehensive report, the opinions of $JPMorgan (JPM.US)$'s main analysts recently are as follows:
The expectation is for net interest incomes to persist in their decline during Q3, anticipating an average drop of 4% due to delayed deposit repricing coupled with subdued loan expansion, despite fixed asset repricing. Net interest income is only projected to pivot in the second quarter of 2025. Additionally, while apprehensions regarding charge-offs, especially within credit card and commercial real estate sectors, have eased lately, the possibility of continued reserve builds for banks remains.
A more rapid series of interest rate cuts is seen as beneficial for the net interest margins at mid-sized banks, while the impact on larger banks appears to be more varied. There appears to be greater potential for positive surprises in net interest margins within other areas under review, in comparison to JPMorgan. There is an anticipation of negative operating leverage in the following year, which has led to a more cautious approach following the stock's notable performance.
Note:
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Success rate is the number of the analyst's successful ratings, divided by his/her total number of ratings over the past year. A successful rating is one based on if TipRanks' virtual portfolio earned a positive return from the stock. Total average return is the average rate of return that the TipRanks' virtual portfolio has earned over the past year. These portfolios are established based on the analyst's preliminary rating and are adjusted according to the changes in the rating.
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高盛集團分析師Richard Ramsden維持$摩根大通 (JPM.US)$買入評級，並將目標價從224美元上調至237美元。
根據TipRanks數據顯示，該分析師近一年總勝率為66.4%，總平均回報率為12.2%。
此外，綜合報道，$摩根大通 (JPM.US)$近期主要分析師觀點如下：
預計淨利息收入將在第三季度持續下降，儘管固定資產重新定價，但由於延遲存款重新定價，加上貸款擴張疲軟，預計平均下降4％。淨利息收入預計要到2025年第二季度才會發生變化。此外，儘管對扣款的擔憂，尤其是信用卡和商業房地產領域的擔憂最近有所緩解，但銀行繼續增加儲備的可能性仍然存在。
一系列更快的減息被視爲有利於中型銀行的淨利率，而對大型銀行的影響似乎更加多樣化。與摩根大通相比，其他受審查領域的淨利率似乎更有可能出現意想不到的積極利潤。預計次年的運營槓桿率將爲負數，這導致該股表現出色，因此採取更加謹慎的態度。
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