RBC Capital analyst Jon Arfstrom maintains $Western Alliance Bancorp (WAL.US)$ with a buy rating, and adjusts the target price from $109 to $105.
According to TipRanks data, the analyst has a success rate of 57.0% and a total average return of 15.1% over the past year.
Furthermore, according to the comprehensive report, the opinions of $Western Alliance Bancorp (WAL.US)$'s main analysts recently are as follows:
Heading into the Q4 earnings season for regional banks, fundamental trends for the quarter are anticipated to be underscored by minimal growth in loans and deposits, a slight decline in net intercessor margins, and stable credit trends overall. Looking beyond the results, it is believed that focus areas alongside bank earnings will include outlooks for 2025, which will likely reflect adjustments to the persistent 'higher for a bit longer' interest rate scenario. There remains a positive stance on regional bank stocks for 2025, albeit with moderated optimism due to a 'less aggressive rate cutting' perspective expected from the Federal Reserve.
In a broader discussion on regional banks' Q4 earnings, it was noted that changes in the rate environment and the national economic forecast, along with optimism regarding the new U.S. administration, could shift focus mostly onto projections for 2025. There's an expectation for respectable Q4 results across the sector, but the forthcoming path for deposit betas, net interest margins, and growth potentials remains crucial. These discussions primarily entail minor adjustments to margin expectations and somewhat reduced predictions for near-term loan growth.
Note:
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加皇資本市場分析師Jon Arfstrom維持$阿萊恩斯西部銀行 (WAL.US)$買入評級,並將目標價從109美元下調至105美元。
根據TipRanks數據顯示,該分析師近一年總勝率為57.0%,總平均回報率為15.1%。
此外,綜合報道,$阿萊恩斯西部銀行 (WAL.US)$近期主要分析師觀點如下:
區域銀行進入第四季度業績季時,貸款和存款的最小增長、淨中介利潤率略有下降以及總體信貸趨勢穩定的預計將突顯該季度的基本趨勢。除了業績外,據信銀行收益之外的重點領域將包括2025年的展望,這可能會反映對持續 「在更長的時間內提高利率」 情景的調整。儘管聯儲局預計將採取 「不那麼激進的減息」 觀點,但樂觀情緒有所緩和,但對2025年地區銀行股的立場仍然持樂觀態度。
在關於地區銀行第四季度收益的更廣泛討論中,有人指出,利率環境和國民經濟預測的變化,以及對美國新政府的樂觀情緒,可能會將重點主要轉移到2025年的預測上。預計該行業第四季度業績將取得可觀的業績,但即將到來的存款測試版、凈利率和增長潛力的路徑仍然至關重要。這些討論主要涉及對利潤率預期的微小調整,並略微降低對短期貸款增長的預測。
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