HSBC analyst Saul Martinez upgrades $Bank of America (BAC.US)$ to a buy rating, and adjusts the target price from $39 to $50.
According to TipRanks data, the analyst has a success rate of 58.2% and a total average return of 4.2% over the past year.
Furthermore, according to the comprehensive report, the opinions of $Bank of America (BAC.US)$'s main analysts recently are as follows:
The outlook is viewed positively for bank stocks into 2025, with anticipated acceleration in earnings growth due to improved loan growth, heightened capital markets activity, the return of positive operating leverage, and ongoing share buybacks. The economic environment is expected to be stable, which, along with reduced regulatory pressures, higher returns, and continued mergers and acquisitions, could lead to an expansion in price-to-earnings multiples. Large-cap banks are expected to continue outperforming the market as earnings growth picks up pace.
For banks, the expectation for 2025 appears established with only minor adjustments in earnings models and estimates. Exploring the potential of banks in 2028, it's anticipated that the banks will aim to maximize growth within the framework of managing a low-to-mid-teens return on tangible common equity. The sentiment remains generally skeptical regarding a significant reduction in regulatory and capital requirements in the future. The sector is perceived as reasonably valued, indicating that investment opportunities still exist.
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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匯豐銀行分析師Saul Martinez上調$美國銀行 (BAC.US)$至買入評級,並將目標價從39美元上調至50美元。
根據TipRanks數據顯示,該分析師近一年總勝率為58.2%,總平均回報率為4.2%。
此外,綜合報道,$美國銀行 (BAC.US)$近期主要分析師觀點如下:
到2025年,銀行股前景樂觀,由於貸款增長的改善、資本市場活動的加強、正運營槓桿率的回歸以及持續的股票回購,預計收益增長將加速。預計經濟環境將保持穩定,再加上監管壓力的減輕、回報率的提高以及持續的併購,可能會導致市盈倍數的擴大。隨着收益增長步伐的加快,預計大型銀行的表現將繼續跑贏市場。
對於銀行而言,對2025年的預期似乎已經確立,盈利模型和估計值只進行了細微的調整。在探討銀行在2028年的潛力時,預計銀行的目標是在管理低至中等的有形普通股回報率的框架內實現增長最大化。人們普遍對未來大幅降低監管和資本要求持懷疑態度。該行業被認爲估值合理,這表明投資機會仍然存在。
提示:
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分析師總勝率為近一年分析師的評級成功次數占總評級次數的比率。評级的成功與否,取決於TipRanks的虚擬投資組合是否從該股票中產生正回報。
總平均回報率為基於分析師的初始評級創建虚擬投資組合,並根據評級變化對組合進行調整,在近一年中該投資組合所獲得的回報率。