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The earnings season is winding down, but there are some names slated to report that could see big moves — in either direction. Already, more than 80% of companies in the S & P 500 have already posted quarterly results this earnings season as of Monday morning. Against that backdrop, CNBC Pro screened for names reporting this week — with market caps of $1 billion or more — that could experience sharp up- or downside moves, based on trading activity in the options market. Here are the names that made the list: Upstart Holdings is the reporter this week that could be in for the biggest move at nearly 19%. Rideshare stock Lyft also made the list.

Persons: Uber, America's Mihir Bhatia, Bhatia, Lyft, LSEG, Jefferies, John Colantuoni, Colantuoni, Bank of America's Jessica Reif Ehrlich, Ehrlich, WBD Organizations: Disney, CNBC Pro, Holdings, LSEG, Bank, America's, Warner Bros, Bank of America's Locations: California

☆ Bank of America says this stock should benefit as student loan payments restart and borrowers refinance
▼ + stars: | 2023-09-06 | by ( Yun Li | ) www.cnbc.com time to read: +1 min

Student loan borrowers are set to restart their payments after a three-year reprieve, and Bank of America said SoFi Technologies could be a big beneficiary from an uptick in refinance activity. "We believe the uptick in deposits could also be a sign of increased student loan refinance activity," Bank of America analyst Mihir Bhatia said in a note. "SOFI should benefit from higher student loan refinances given its strong position in the student loan refi market." As a result, millions of borrowers in October will make their first student loan payment since before the Covid-19 pandemic hit. SOFI YTD mountain SoFI Bank of America said SoFi had about 60% market share in private student loan refi in recent quarters, up from 40% in the pre-pandemic era.

Persons: Mihir Bhatia, refinances, SoFi, originations, — CNBC's Michael Bloom Organizations: Bank of America, SoFi, SoFI Bank of America Locations: Tuesday's

☆ Bank of America names American Express a top pick despite consumer headwinds
▼ + stars: | 2023-07-11 | by ( Brian Evans | ) www.cnbc.com time to read: +1 min

American Express can do well even as the U.S. consumer faces headwinds, according to Bank of America. The bank called American Express a top pick, reiterating a buy rating and a price target of $205 per share. Analyst Mihir Bhatia said despite risks remaining to the broader sector if consumer spending slows and credit normalizes, American Express should continue to be more resilient than peers. American Express stock has added more than 16% in 2023, outpacing rivals Visa and Mastercard. AXP YTD mountain American Express stock has climbed 16.2% from the start of the year.

Persons: Mihir Bhatia, normalizes, Bhatia, — CNBC's Michael Bloom Organizations: Bank of America, Express, Visa, Mastercard, American, AmEx Locations: Monday's

☆ Bank of America downgrades SoFi Technologies, says its recent rally has run its course
▼ + stars: | 2023-06-16 | by ( Sarah Min | ) www.cnbc.com time to read: +1 min

It's time to step to the sidelines on SoFi Technologies after its recent run-up, Bank of America says. Analyst Mihir Bhatia downgraded SoFi to neutral from buy, saying the optimism around the stock has largely run its course. Investors expect the expiration of the student loan payment moratorium will be a positive for the stock. SOFI 1D mountain SoFi shares 1-day "SoFi Technologies (SOFI) shares are up 100% over the past month vs. a 7% increase in the S & P 500, mainly because the debt deal brought certainty that the Federal Student Loan payment moratorium would end in September," Bhatia said. SoFi shares dropped 6.6% in Friday premarket trading.

Persons: Mihir Bhatia, Bhatia, SoFi, Michael Bloom Organizations: SoFi Technologies, Bank of America, Federal, Loan

☆ Student loan payments are set to resume. Here's a potential winning play for investors, BofA says
▼ + stars: | 2023-05-17 | by ( Darla Mercado | Cfp | ) www.cnbc.com time to read: +2 min

Federal student loan debt repayments are expected to resume later this year – and one winning stock could emerge from the fallout, according to Bank of America. Payments on federal student loans have been on hold since 2020 as part of pandemic relief measures. The Supreme Court is weighing President Joe Biden's student loan forgiveness plan, and repayments on federal student loans are expected to resume 60 days after the court makes its decision. But SoFi Technologies could benefit from the resumption of loan payments as borrowers try to refinance their federal student loans, Bhatia said. Refinancing may make sense if the original federal loans have a higher rate than what's available through a private lender.

☆ Stocks making the biggest moves midday: Walmart, Taiwan Semiconductor, Netflix, Carnival and more
▼ + stars: | 2022-11-15 | by ( Michelle Fox | ) www.cnbc.com time to read: +5 min

Walmart — Shares of retailer Walmart jumped more than 7% after reporting quarterly earnings that beat Wall Street's expectations and raising its forward guidance. Retail stocks — Retail stocks rose following Walmart and Home Depot 's stronger-than-expected financial reports for the third quarter. Signature Bank — Shares of the crypto bank jumped more than 10% after Signature reported minimal exposure to FTX and any potential destruction that could come from its collapse. Sunnova Energy — Shares of solar company rose 7.5% after Deutsche Bank initiated coverage of Sunnova Energy, First Solar and Enphase Energy with buy ratings. First Solar was up 3.2%, and Enphase Energy rose 2%.

☆ This little-known financial stock could benefit from Apple-PayPal partnership, Bank of America says
▼ + stars: | 2022-11-07 | by ( Samantha Subin | ) www.cnbc.com time to read: +1 min

Synchrony Financial should experience ongoing tailwinds from PayPal 's plan to add its cards to Apple Wallet next year, Bank of America said Monday. "As consumers add these cards to their Apple Wallets, we expect consumer card usage will increase, which in-turn drives incremental purchase volume and receivable growth for SYF." Bhatia called the stock a "hidden beneficiary" of the partnership, saying that he anticipates Synchrony rolling out promotional campaigns to convince customers to use these cards as their default. This should also translate to higher purchase volumes, he said. Bank of America's $39 price target suggests shares are positioned to rally as much as 11.4% from Friday's close.

☆ Visa, Mastercard profits expected to jump as travel rebounds
▼ + stars: | 2022-10-20 | by ( Niket Nishant | ) www.reuters.com time to read: +3 min

With more companies resuming business travel and people planning vacations, Visa Inc (<V.N>), Mastercard (<MA.N>) and American Express (<AXP.N>) are likely to see a jump in cross border volume, according to analysts. Cross border volumes are a measure of travel demand reflecting spending on cards outside the country they were issued. American Airlines (<AAL.O>), United Airlines Holdings (<UAL.O>) and Delta Air Lines (<DAL.N>) have also forecast strong profits for the rest of the year, in a sign that travel demand was offsetting concerns about expensive air fares. American Express will report its quarterly earnings on Friday, followed by Visa and Mastercard next week. AmEx shares have dropped 12%, while Mastercard and Visa are down 17% and 14% this year, respectively.

☆ The real challenge is how long these real estate market conditions last, says BofA's Bhatia
▼ + stars: | 2022-09-19 | 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 EmailThe real challenge is how long these real estate market conditions last, says BofA's BhatiaBank of America Securities research analyst Mihir Bhatia joins 'Power Lunch' to discuss how much mortgage volumes will fall, if Bhatia's coverage universe can survive a fall in mortgage volumes and which companies have advantages in this environment.

☆ SoFi will get a tailwind from student loan refinancing next year, says BofA's Mihir Bhatia
▼ + stars: | 2022-09-14 | by ( ) www.cnbc.com time to read: 1 min

In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailSoFi will get a tailwind from student loan refinancing next year, says BofA's Mihir BhatiaMihir Bhatia, Bank of America Securities analyst, joins 'Closing Bell' to discuss SoFi's pop after Bank of America's upgrade to buy.

☆ SoFi can surge 54% on student loan payments pause and NFL marketing, Bank of America says in upgrade
▼ + stars: | 2022-09-14 | by ( Carmen Reinicke | ) www.cnbc.com time to read: +2 min

There's growth on the horizon for SoFi 's stock, according to Bank of America. Student loan overhang gone President Joe Biden's student debt relief plan, which included announcing that payments paused during the pandemic will resume next year, removed a major headwind for SoFi that gives upside to 2022. Now, with payments set to restart next year, refinancing could pick up in the fourth quarter, according to Bank of America. NFL boost In addition, Bhatia expects SoFi's recognition in the market to grow as it benefits from NFL-affiliated marketing. "SOFI has naming rights for the Los Angeles football stadium and also recently announced a three-year brand campaign with Justin Herbert," wrote Bhatia.

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