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Bank of America (BofA) has introduced a 12-month target of 7,800 for the S&P 500, implying approximately 2% upside from current levels, while raising its year-end forecast and identifying several risks to US equities. In a note published this week, strategist Savita Subramanian increased the bank’s year-end target to 7,400 from 7,100.
Higher yields deepen accounting losses today while improving returns as maturing securities are reinvested.
Sodexo’s fair value estimate has shifted from €52.66 to €54.63, a change of about 3.7% that fine tunes where analysts see the stock’s long term potential. This sits alongside a series of upward price target moves from more positive houses, even as others keep Neutral or Underweight ratings and cluster in the €50 to €60 range. As you read on, you will see how to track these changing targets and what they might mean for your own view on Sodexo. Analyst Price Targets don't always capture the...
Here’s what could happen to Costco stock next.
It’s time for investors to prepare for the risk that the Federal Reserve raises its benchmark rate above 5%, according to Bank of America Corp. strategists.
The paper losses on a large Bank of America bond portfolio could have widened by more than $10 billion to over $90 billion in the current quarter, thanks to the fixed-income market’s blistering selloff. Bank of America $506 billion portfolio of low-rate bonds, mostly U.S. agency mortgage securities, has been a sore spot for shareholders. Bank of America declined to comment Thursday.
Federal Reserve Chairman Kevin Warsh and Treasury Secretary Scott Bessent are at odds over how to manage the benchmark 10-year Treasury yield.
StandardAero (SARO) has multiple margin improvement opportunities, though meaningful benefits will t
JPMorgan's third-quarter 2026 outlook signals mid-to-high teens growth in IB fees and Markets revenues, supporting fee growth.
Brian Moynihan told an investor conference that revenue in a key area is slowing.
Utility bills grew faster than overall inflation over the summer, a Bank of America report found, as summer heat, modernization of the US power grid, and the data center build-out contribute to higher costs.
Bank of America sees a much larger storage opportunity ahead as Everpure expands its foothold with hyperscale data-center customers.
Bank of America has delivered a powerful multiyear run, yet the recent pullback has investors asking whether the current share price is still backed by the returns it earns on its capital. With fresh headlines on interest rates, digital assets, and fee income, the question now is how much of that return profile is already built into the valuation. Over the past 3 years the stock has gained about 117.9%, which puts a lot of weight on whether the bank's underlying return on capital can justify...
Bank of America sees the company’s planned split changing how investors value it, with one business standing out.
When VF Corporation slashed its dividend by 82%, it joined a club of corporate giants whose payout cuts either marked a painful floor or the start of a longer collapse. Five historical cases reveal the two metrics that actually separated the recoveries from the disasters.
The bank says the numbers behind the semiconductor boom are still moving in the opposite direction of an AI slowdown.
Bank of America's finance chief went on air to calm investors while the stock quietly slid into its worst month in over a year. The reassurance he offered answers a different question than the one the market is actually asking.
In an interview with CNBC, Cabana said he sees a 25-basis-point increase as the most likely outcome.
New research from Bank of America has found that few online gamblers are breaking even, and a worrying number of people have started treating online bets like they're a traditional financial asset.
One of the Oracle of Omaha’s biggest winners is no longer a bargain.
Many have long said dividend stocks are investors’ best friend. Invesco set out to prove it. Here’s what the data shows, and why it matters today.
Banks use the cash they collect from customers to make loans, and they earn the spread.
Bank of America's stock is up materially from its lows, and the stock is starting to look a little expensive.
Rising oil prices and a 10-year Treasury yield climbing to around 5% have raised concerns about consumer spending and restaurant operating costs.
Find insight on the AI data center boom, BCE, Nvidia and more in the latest Market Talks covering Technology, Media and Telecom.
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