[Tiger Poll] Which Big Bank Is Your Best Bet This Earnings Season?

Tiger_Earnings
01-12 20:52

Wall Street earnings season is kicking off—and the Big 6 U.S. banks are once again leading the charge.

JPMorgan, Citigroup, Bank of America, Wells Fargo, Goldman Sachs, and Morgan Stanley are all set to report their Q4 results this week. Analysts are generally bullish, expecting strong earnings growth driven by trading rebounds, investment banking recovery, and better capital return trends.

📆 Earnings Schedule

📊 What to Watch

  • $JPMorgan Chase(JPM)$ : EPS expected at $4.99, with +29.3% YoY net profit growth. Despite a recent expense warning, analysts say expectations are now “de-risked.” JPM beats estimates 82% of the time.

  • $Citigroup(C)$ : Forecast EPS of $2.40, up +8.3% YoY. TD Cowen says net interest income and balance sheet momentum could carry over into 2026. Citi shares have gained after the last 4 earnings reports.

  • $Bank of America(BAC)$ : Expected EPS of $0.96, with +15% YoY growth. Hasn’t missed earnings since Q2 2022. HSBC just upgraded it to “Buy,” calling it attractively priced.

  • $Wells Fargo(WFC)$ : EPS expected at $1.67, with +25.1% net profit growth. Focus on risk control and credit quality remains steady.

  • $Goldman Sachs(GS)$ : EPS of $11.35, slightly down YoY (-4.9%), but still one of the most profitable banks. Strong trading and IB performance could surprise.

  • $Morgan Stanley(MS)$ : EPS forecast at $2.40, up +8.3% YoY. Wealth management and IB momentum could make MS the dark horse this season.

🔥 Who’s your top pick this earnings season?

🎁Events Details

⏰Event Duration

  • Jan 12 – Jan 15, 2026, 4:00 PM (SGT/HKT/Beijing time)

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[Tiger Poll] Which Big Bank Is Your Best Bet This Earnings Season?(Maximum1 votes)
  • JPMorgan Chase(26 votes)
  • Bank of America(5 votes)
  • Citibank(5 votes)
  • Wells Fargo(1 votes)
  • Goldman Sachs(7 votes)
  • Morgan Stanley(5 votes)
JPM Misses and Weighs on Financials: A Bad Start to Earnings Season?
As a key industry bellwether, JPMorgan Chase signaled pressure in its latest earnings, confirming investment banking revenue came in below guidance. Shares fell more than 4% Tuesday, dragging the broader financial sector lower. The results suggest that in a high-rate environment, capital markets activity is recovering more slowly than expected, while rising operating costs are squeezing margins. Does JPMorgan’s earnings miss point to a broader slowdown in capital markets activity? In a higher-for-longer rate environment, can banks defend margins against rising costs?
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