Goldman Sachs analyst Richard Ramsden maintains $JPMorgan (JPM.US)$ with a buy rating, and adjusts the target price from $224 to $237.
According to TipRanks data, the analyst has a success rate of 66.4% and a total average return of 12.2% 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 to persist in their decline during Q3, anticipating an average drop of 4% due to delayed deposit repricing coupled with subdued loan expansion, despite fixed asset repricing. Net interest income is only projected to pivot in the second quarter of 2025. Additionally, while apprehensions regarding charge-offs, especially within credit card and commercial real estate sectors, have eased lately, the possibility of continued reserve builds for banks remains.
A more rapid series of interest rate cuts is seen as beneficial for the net interest margins at mid-sized banks, while the impact on larger banks appears to be more varied. There appears to be greater potential for positive surprises in net interest margins within other areas under review, in comparison to JPMorgan. There is an anticipation of negative operating leverage in the following year, which has led to a more cautious approach following the stock's notable performance.
Note:
TipRanks, an independent third party, provides analysis data from financial analysts and calculates the Average Returns and Success Rates of the analysts' recommendations. The information presented is not an investment recommendation and is intended for informational purposes only.
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.
TipRanks provides a ranking of each analyst up to 5 stars, which is representative of all recommendations from the analyst. An analyst's past performance is evaluated on a scale of 1 to 5 stars, with more stars indicating better performance. The star level is determined by his/her total success rate and average return.
高盛集团分析师Richard Ramsden维持$摩根大通 (JPM.US)$买入评级，并将目标价从224美元上调至237美元。
根据TipRanks数据显示，该分析师近一年总胜率为66.4%，总平均回报率为12.2%。
此外，综合报道，$摩根大通 (JPM.US)$近期主要分析师观点如下：
预计净利息收入将在第三季度持续下降，尽管固定资产重新定价，但由于延迟存款重新定价，加上贷款扩张疲软，预计平均下降4％。净利息收入预计要到2025年第二季度才会发生变化。此外，尽管对扣款的担忧，尤其是信用卡和商业房地产领域的担忧最近有所缓解，但银行继续增加储备的可能性仍然存在。
一系列更快的降息被视为有利于中型银行的净利率，而对大型银行的影响似乎更加多样化。与摩根大通相比，其他受审查领域的净利率似乎更有可能出现意想不到的积极利润。预计次年的运营杠杆率将为负数，这导致该股表现出色，因此采取更加谨慎的态度。
提示:
TipRanks为独立第三方，提供金融分析师的分析数据，并计算分析师推荐的平均回报率和胜率。提供的信息并非投资建议，仅供参考。本文不对评级数据和报告的完整性与准确性做出认可、声明或保证。
TipRanks提供每位分析师的星级，分析师星级代表分析师所有推荐的过往表现，通过分析师的总胜率和平均回报率综合计算得出，星星越多，则该分析师过往表现越优异，最高为5颗星。
分析师总胜率为近一年分析师的评级成功次数占总评级次数的比率。评级的成功与否，取决于TipRanks的虚拟投资组合是否从该股票中产生正回报。
总平均回报率为基于分析师的初始评级创建虚拟投资组合，并根据评级变化对组合进行调整，在近一年中该投资组合所获得的回报率。
