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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加皇资本市场分析师Jon Arfstrom维持$阿莱恩斯西部银行 (WAL.US)$买入评级,并将目标价从109美元下调至105美元。
根据TipRanks数据显示,该分析师近一年总胜率为57.0%,总平均回报率为15.1%。
此外,综合报道,$阿莱恩斯西部银行 (WAL.US)$近期主要分析师观点如下:
区域银行进入第四季度财报季时,贷款和存款的最小增长、净中介利润率略有下降以及总体信贷趋势稳定的预计将突显该季度的基本趋势。除了业绩外,据信银行收益之外的重点领域将包括2025年的展望,这可能会反映对持续 “在更长的时间内提高利率” 情景的调整。尽管美联储预计将采取 “不那么激进的降息” 观点,但乐观情绪有所缓和,但对2025年地区银行股的立场仍然持乐观态度。
在关于地区银行第四季度收益的更广泛讨论中,有人指出,利率环境和国民经济预测的变化,以及对美国新政府的乐观情绪,可能会将重点主要转移到2025年的预测上。预计该行业第四季度业绩将取得可观的业绩,但即将到来的存款测试版、净利率和增长潜力的路径仍然至关重要。这些讨论主要涉及对利润率预期的微小调整,并略微降低对短期贷款增长的预测。
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