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.
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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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巴克萊銀行分析師Terry Ma維持$First American Financial (FAF.US)$持有評級，並將目標價從72美元下調至69美元。
根據TipRanks數據顯示，該分析師近一年總勝率為54.5%，總平均回報率為2.4%。
此外，綜合報道，$First American Financial (FAF.US)$近期主要分析師觀點如下：
進入2025年，專業金融行業預計將受到幾個關鍵主題的影響，包括穩定的消費者基礎、消費信貸趨勢的改善（尤其是主要借款人的消費信貸趨勢）、持續居高不下的抵押貸款利率以及更加寬鬆的監管環境。最近的選舉導致消費者貸款機構的股票表現跑贏大盤，這可能會使未來的股票選擇複雜化。2024年適用的抵押貸款融資策略在2025年仍將具有重要意義，優先考慮商業模式平衡的公司。建議將重點放在仍具有積極催化劑且尚未完全定價的股票上，這可能會帶來額外的上行空間。據信，航空出租人的價值仍未得到充分認可。
最近11月大選的結果似乎重振了商業和消費者的信心，激發了人們對更加親商的政治氣氛的預期。這種轉變預計將對美國經濟產生積極影響，儘管它可能會降低聯儲局進一步放鬆政策的前景。預計這種情況將使與消費信貸和支出相關的股票受益，而由於利率持續居高不下和住房短缺，與抵押貸款市場相關的股票可能會面臨挑戰。2026年收益預測的預期提高表明了巨大的上行潛力，即使對於在2024年表現強勁的股票也是如此。
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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。
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