Expected Moves

Q3 2026 earnings evaluating NIM stabilization and deposit beta against peak valuation levels, targeting $30.75 on a clean beat or $26.50 on 'sell the news' exhaustion.

Market evaluation of commercial real estate exposure and capital deployment plans, seeking upside to $29.50 as deep-value metrics shield against typical contagion drops to $24.50.

Q4 results delivering FY27 guidance on Net Interest Margins (NIM) following recent Fed funds adjustments, framing a push to $32.00 or a reversion to $27.00.

First quarter results testing YoY revenue growth sustainability and deposit retention, projecting $34.50 on expanded margins or $29.00 if loan volume unexpectedly stalls.