Morgan Stanley analyst Betsy Graseck downgrades $JPMorgan (JPM.US)$ to a hold rating, and adjusts the target price from $220 to $224.
According to TipRanks data, the analyst has a success rate of 47.5% and a total average return of 3.3% 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 of America's Banks to experience a decline in the third quarter, by an average of 4%, attributed to delayed deposit repricing and continued subdued loan growth, which is anticipated to overshadow the repricing of fixed assets. Net interest income is only projected to show an upward trend in the second quarter of 2025. Recent months have seen a decrease in concerns regarding charge-offs, especially in credit card and commercial real estate sectors, yet the possibility of banks continuing to build reserves remains.
The pace of interest rate cuts is anticipated to be beneficial for the net interest margins of mid-cap banks and presents a more complex scenario for larger banks. There appears to be a greater potential for net interest margin surprises within the sector, but less so for JPMorgan. The expectation is for negative operating leverage in the coming year, prompting a more cautious stance following the stock's recent strong performance.
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摩根士丹利分析師Betsy Graseck下調$摩根大通 (JPM.US)$至持有評級，並將目標價從220美元上調至224美元。
根據TipRanks數據顯示，該分析師近一年總勝率為47.5%，總平均回報率為3.3%。
此外，綜合報道，$摩根大通 (JPM.US)$近期主要分析師觀點如下：
預計美國銀行的淨利息收入將在第三季度平均下降4％，這要歸因於延遲的存款重新定價和貸款增長持續疲軟，預計這將給固定資產的重新定價蒙上陰影。預計淨利息收入僅在2025年第二季度才會呈上升趨勢。最近幾個月，對扣款的擔憂有所減少，尤其是在信用卡和商業房地產領域，但銀行繼續建立儲備的可能性仍然存在。
預計減息的步伐將有利於中型銀行的淨利率，對於大型銀行來說，情況更加複雜。該行業出現淨利率意外的可能性似乎更大，但摩根大通卻不那麼可能出人意料。預計來年運營槓桿率將爲負數，這促使該股在近期表現強勁之後採取更加謹慎的立場。
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