Ebrahim Poonawala

Evercore Inc (NYSE:EVR) is the "best pure-play among boutique investment banks" that are poised to benefit from accelerating M&A activity, according to BofA Securities. The Evercore Analyst: Analyst Ebrahim Poonawala initiated coverage with a Buy rating and price target of $435. The Evercore...

Lazard Inc's (NYSE:LAZ) recent initiatives appear close to "hitting an inflection" and provide "reasons to add exposure to the stock," according to BofA Securities. The Lazard Analyst: Analyst Ebrahim Poonawala initiated coverage with a Buy rating and price target of $65. The Lazard Thesis: The...

Piper Sandler Companies (NYSE:PIPR) is poised to benefit from accelerating M&A activity, especially in the U.S. banking sector, but has limited potential for outsized earnings growth, analysts say. The Piper Sandler Companies Analyst: BofA Securities analyst Ebrahim Poonawala initiated coverage...

San Francisco-based Wells Fargo & Co. (NYSE:WFC) will report fourth-quarter earnings Wednesday morning, in what investors see as the first full-scale test of the bank's post-asset-cap strategy. Start Of Real Growth Story In June 2025, the Federal Reserve removed the asset-cap provision that had...

Morgan Stanley (NYSE:MS) stock received price target increases from analysts after beating Street estimates and showing strength across multiple company segments in third-quarter financial results. The Morgan Stanley Analysts: Barclays analyst Jason Goldberg maintained an Overweight rating and...

Goldman Sachs Group Inc (NYSE:GS) reported on Tuesday upbeat earnings for its third quarter. The company reported its results amid an exciting earnings season. Here are some key analyst takeaways. Oppenheimer On Goldman Sachs Analyst Chris Kotowski reiterated an Outperform rating while raising the...

Shares of Goldman Sachs Group Inc (NYSE:GS) were heading south in early trading on Monday. Investors who are being cautious due to the recent rally in the stock run the risk of "losing out on significant alpha generating opportunity," according to Bank of America Securities. The Goldman Sachs...

Regional banking company New York Community Bancorp (NYSE:NYCB) has been increasingly volatile after announcing a new $1 billion equity infusion from investors and changes to its management. Analysts size up the changes and what a recent company update means for the stock going forward. The New...

Shares of Truist Financial Corp (NYSE: TFC) recovered slightly in early trading on Thursday, following its sharp decline during the previous session. The modest liability sensitivity of the company’s balance sheet positions it well for interest rate cuts by the Federal Reserve in 2024,...

Shares of US Bancorp (NYSE: USB) continued to climb Tuesday morning, even as investors grew concerned after the Federal Reserve’s latest stress test report for the banking sector. Investors may be “missing the forest (for the trees)” by focusing on capital build, rather...

JPMorgan Chase & Co (NYSE: JPM) shares gained 2.9% Monday morning after the bank acquired the deposits and a "substantial majority of assets" from First Republic Bank (NYSE: FRC). First Republic is the latest victim of the U.S. regional banking crisis that has also taken down...

JPMorgan Chase & Co (NYSE: JPM) shares traded higher by 7.5% on Friday morning following a big first-quarter earnings beat, but Bank of America analyst Ebrahim Poonawala said Friday that investors shouldn't necessarily extrapolate JPMorgan's success to U.S. regional banks. The Numbers:...

The U.S. banking sector has dealt with major liquidity issues in recent weeks, including the failures of SVB Financial Group (NASDAQ: SIVB), Signature Bank (NASDAQ: SBNY) and Silvergate Capital Corp (NYSE: SI). It's becoming increasingly likely U.S. regional banks will soon face a wave of new...

New York Community Bancorp Inc (NYSE: NYCB) shares are trading higher Monday after the Federal Deposit Insurance Corporation (FDIC) announced NYCB subsidiary Flagstar Bank entered into a purchase agreement for Signature Bridge Bank. Multiple analysts upgraded the stock in the wake of...

The SPDR S&P 500 ETF Trust (NYSE: SPY) stabilized Monday, but extreme volatility among U.S. regional banks is ongoing in the wake of the failures of SVB Financial Group (NASDAQ: SIVB), Signature Bank (NASDAQ: SBNY) and Silvergate Capital Corp (NYSE: SI). While bank stock investors are...