Top related persons:
Top related locs:
Top related orgs:

Search resuls for: "Piper Sandler's Scott Siefers"


7 mentions found


The banking giant is expected to report earnings of $4.15 per share and $41.84 billion in revenue, according to LSEG. Many analysts also anticipate an upward revision to net interest income guidance, with the firm already forecasting $90 billion for the full year. Graseck views JPMorgan as one of the best-positioned stocks for upward net interest income revisions, also highlighting its significant excess capital relative to others within the firm's coverage. What else to watch If not during earnings, this upward guidance adjustment to net interest income could occur at JPMorgan's investor day in May, she said. Another key figure some analysts are watching is earnings from First Republic, which the company took over in May 2023 .
Persons: JPM, Piper Sandler's Scott Siefers, Morgan Stanley's Betsy Graseck, Graseck, Goldman Sachs, Richard Ramsden, America's Ebrahim Poonawala, Erika Najarian, NII, Wells, Mike Mayo, Ramsden Organizations: JPMorgan, Wall Street, Management, Bank, America's, First Locations: buybacks, First Republic, Republic
Wells Fargo 's run of form continued Wednesday, with shares hitting another 52-week high. Wall Street analysts see more upside ahead for what's been the best-performing major U.S. bank stock in 2024. Shares of Wells Fargo have surged nearly 18% year-to-date, compared to the S & P 500 's 8.5% advance over the same stretch. Higher for longer Both analysts said a higher-for-longer interest rate environment creates a favorable setup for a money center bank like Wells Fargo. As the expectations for Fed cuts this year have been coming down, Wells Fargo stock has been climbing.
Persons: Wells, what's, Goldman Sachs, Morgan Stanley —, , RBC Capital Market's Gerard Cassidy, Piper Sandler's Scott Siefers, Jim Cramer, RBC's Cassidy, Cash, Cassidy, Piper's Siefers, Siefers, Charlie Scharf, Scharf, that's, Jerome Powell, Jim Cramer's, Jim, Justin Sullivan Organizations: Wall, Peers, JPMorgan, Wells, CNBC, RBC Capital, Federal Reserve, Wells Fargo, Capital, Getty Locations: Wells Fargo, Wells, Basel
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailPiper Sandler's Scott Siefers explains the impact of higher Treasury yields on the banking sectorScott Siefers, Piper Sandler senior banks analyst, joins 'Squawk Box' to discuss the latest market trends, the impact of higher yields on the banking sector, and more.
Persons: Piper Sandler's Scott Siefers, Scott Siefers, Piper Sandler
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailPiper Sandler's Scott Siefers says JPMorgan is his favorite large bankScott Siefers, Piper Sandler, joins 'Closing Bell' to discuss Moody's downgrade of U.S. banks.
Persons: Piper Sandler's Scott Siefers, Scott Siefers, Piper Sandler Organizations: JPMorgan
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailBank earnings have started better than expected, says Piper Sandler's Scott SiefersScott Siefers, managing director and senior research analyst at Piper Sandler, joins 'Squawk on the Street' to discuss the opportunities in regional bank stocks, how he would characterize the quarter for the banks, and more.
Persons: Piper Sandler's Scott Siefers Scott Siefers, Piper Sandler Organizations: Email Bank
Watch CNBC's full interview with Piper Sandler's Scott Siefers
  + stars: | 2023-03-23 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch CNBC's full interview with Piper Sandler's Scott SiefersScott Siefers, managing director and senior research analyst at Piper Sandler, joins 'Squawk Box' to discuss the status of the banking sector, how many banks can use risk-weighted capital, and more.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailJPMorgan is always a ‘go-to in times of skittishness,’ says Piper Sandler's Scott SiefersScott Siefers, managing director and senior research analyst at Piper Sandler, joins ‘Closing Bell’ to discuss the latest bank sell-off, the bank stock investors should look for in times of uncertainty and more.
Total: 7