Morgan Stanley analyst Betsy Graseck maintains $JPMorgan (JPM.US)$ with a hold rating, and maintains the target price at $265.
According to TipRanks data, the analyst has a success rate of 48.7% and a total average return of 3.9% over the past year.
Furthermore, according to the comprehensive report, the opinions of $JPMorgan (JPM.US)$'s main analysts recently are as follows:
Driven by a re-acceleration in EPS growth and an improving regulatory backdrop, it's expected that JPMorgan shares will outperform the S&P in 2025, potentially marking the fourth consecutive year of such outperformance. With its excess capital positioning and a liquid balance sheet, JPMorgan is believed to have significant strategic flexibility to navigate potential worsening macroeconomic scenarios.
The analyst expresses a positive outlook on bank stocks for 2025, based on accelerated earnings growth driven by enhanced loan growth, escalating capital markets activity, the resurgence of positive operating leverage, and ongoing share buybacks. The projection includes an expansion in price-to-earnings multiples, supported by a stable economic environment, reductions in regulations, improved returns, and increased mergers and acquisitions activity. It's suggested that large-cap banks are poised to exceed market performance into 2025 as their earnings growth quickens.
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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摩根士丹利分析師Betsy Graseck維持$摩根大通 (JPM.US)$持有評級,維持目標價265美元。
根據TipRanks數據顯示,該分析師近一年總勝率為48.7%,總平均回報率為3.9%。
此外,綜合報道,$摩根大通 (JPM.US)$近期主要分析師觀點如下:
在每股收益增長重新加速和監管背景改善的推動下,預計摩根大通的股票將在2025年跑贏標準普爾指數,這可能標誌着連續第四年跑贏大盤。憑藉其過剩的資本狀況和流動的資產負債表,摩根大通被認爲具有很大的戰略靈活性,可以應對潛在的惡化宏觀經濟情景。
該分析師對2025年銀行股表示樂觀展望,其基礎是貸款增長加快、資本市場活動升級、正運營槓桿率的回升以及持續的股票回購推動的收益加速增長。該預測包括在穩定的經濟環境、減少監管、提高回報以及增加併購活動的支持下,市盈倍數的擴大。這表明,隨着收益增長的加快,大型銀行有望在2025年之前超過市場表現。
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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。