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14.07.26 - 17:12
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Here Is What America′s Largest Banks Reported In Their Q2 Earnings Reports (ZeroHedge)
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Here Is What America's Largest Banks Reported In Their Q2 Earnings Reports
In terms of perceived report quality relative to positioning, the ranking appears to be Goldman Sachs first, followed by Bank of America (pending guidance), then Wells Fargo, and finally JPMorgan. The broader theme across the group was fairly consistent: NII was generally underwhelming, fee income was strong as expected, capital markets results were very strong, and there was a clear halo effect from the strong deal calendar (SpaceX IPO most notably) that benefited equities trading. At the same time, expenses came in higher alongside the revenue beats, largely reflecting increased compensation costs tied to stronger activity levels.
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Goldman Sachs delivered a standout quarter, reporting EPS of $20.98 versus $14.10 consensus, with buy-side expectations largely in the $15–16 range. Net revenue came in at $20.3 billion compared with $16.4 billion consensus, driven by equity trading and to a lesser extend FICC and...
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14.07.26 - 16:48
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IBM Falls on Sales Miss; JPMorgan Soars on Equities Trading Beat | Stock Movers (Bloomberg)
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On this episode of Stock Movers:
- IBM (IBM) shares are plummeting after the company reported preliminary second-quarter sales that fell short of expectations, attributing the miss to customers spending their money on chips and servers amid AI-fueled shortages.
- Bank of America (BAC), JPMorgan (JPM), and Wells Fargo (WFC) all reported early this morning. Wells Fargo reported second-quarter earnings that beat Wall Street estimates on higher fees from wealth management and investment banking. JPMorgan soared past all estimates on equities trading, but missed on FICC sales and trading revenue. Bank of America net interest income met estimates. Shares have oscillated in early trading.
- Apple (AAPL) shares are falling after being cut to underweight from sector weight at KeyBanc, which expects weaker device demand and service revenue growth in the US, a dynamic that makes the stock look unfavorable due to its high valuations. (Source: Bloomberg)...
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13.07.26 - 13:42
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US-Banken vor Zahlen: Das zählt morgen bei JPMorgan und Co (Der Aktionaer)
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Morgen fällt in den USA der Startschuss für die Berichtssaison zum zweiten Quartal. Zum Auftakt stehen die großen Banken im Fokus. Die Erwartungen sind hoch. DER AKTIONÄR zeigt, was genau beim morgigen Zahlenreigen von Bank of America, Citigroup, Goldman Sachs, JPMorgan und Wells Fargo erwartet wird....
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