Bank of America Expected to Report $0.96 EPS on $27.87 Billion Revenue
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 14 2026
0mins
Source: Benzinga
- Bank of America Earnings Forecast: Wall Street anticipates Bank of America (BAC) will report quarterly earnings of $0.96 per share and revenue of $27.87 billion before the market opens, with shares slipping 0.1% to $54.51 in after-hours trading, indicating cautious investor sentiment.
- TG Therapeutics Optimistic Outlook: TG Therapeutics (TGTX) expects Briumvi U.S. net product revenue to reach approximately $182 million for Q4 2025 and total global revenue of about $616 million for the full year, reflecting strong market potential, with shares showing positive movement in after-hours trading.
- Citigroup Earnings Expectations: Analysts forecast Citigroup (C) will post quarterly earnings of $1.68 per share on revenue of $20.53 billion before the market opens, although shares fell 0.1% to $116.15 in after-hours trading, highlighting investor focus on its upcoming performance.
- Gelteq Ltd Positive Results: Gelteq Ltd (GELS) reported encouraging preclinical results for its cannabinoid oral gel delivery platform, leading to a 69.3% surge in shares to $1.41 in after-hours trading, indicating strong market interest in its innovative product.
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Analyst Views on BAC
Wall Street analysts forecast BAC stock price to rise
19 Analyst Rating
15 Buy
4 Hold
0 Sell
Strong Buy
Current: 53.910
Low
55.00
Averages
61.64
High
71.00
Current: 53.910
Low
55.00
Averages
61.64
High
71.00
About BAC
Bank of America Corporation is a bank holding company and a financial holding company. Its segments include Consumer Banking, Global Wealth & Investment Management (GWIM), Global Banking and Global Markets. Consumer Banking segment offers a range of credit, banking and investment products and services to consumers and small businesses. The GWIM includes two businesses: Merrill Wealth Management, which provides tailored solutions to meet clients' needs through a full set of investment management, brokerage, banking and retirement products and Bank of America Private Bank, which provides comprehensive wealth management solutions. Global Banking segment provides a range of lending-related products and services, integrated working capital management and treasury solutions, and underwriting and advisory services. Global Markets segment offers sales and trading services and research services to institutional clients across fixed-income, credit, currency, commodity, and equity businesses.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Robust Loan Growth: The bank achieved a loan growth rate of 1.7% for the quarter and 8.6% year-over-year while maintaining a conservative loan-to-deposit ratio of 58%, showcasing its solid credit strategy and market competitiveness.
- Analyst Optimism: Analysts generally express optimism about Bank of America's future, believing that in a “higher-for-longer” rate environment, net interest income is likely to continue growing through FY27, supporting its earnings outlook.
- Future Outlook: The CFO projected net interest income growth of 6% to 8% and plans to redeem €1.5 billion of senior notes on May 4, 2026, further optimizing the capital structure.
See More
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- Earnings Highlights: Netflix's Q1 2026 earnings report revealed a 13% year-over-year revenue growth, but the stock fell due to slowing growth and co-founder Reed Hastings stepping down, indicating investor concerns about future growth prospects.
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- Ad Revenue Projections: Netflix anticipates ad revenue to reach $3 billion in 2026, nearly doubling from 2025, reflecting the company's efforts to diversify its revenue streams, although overall growth rates have not met market expectations.
- User Engagement Boost: Despite challenges, Netflix achieved an all-time high in user engagement this quarter, launching 70 live events, demonstrating positive progress in content innovation and international market expansion.
See More
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- Corporate Borrowing Surge: U.S. banks reported a sharp increase in corporate borrowing last week, indicating resilience in parts of the economy despite inflationary pressures and fears of a slowdown, showcasing the ongoing demand for working capital.
- Strong Commercial Loan Growth: Bank of America reported over 12% growth in commercial loans, while Wells Fargo's commercial loans surged by 16.4%, highlighting companies' strategies to secure cheaper financing amid uncertain policy conditions.
- Stable Consumer Borrowing: While some banks reported flat or declining consumer loans, overall consumer borrowing balances grew steadily, reflecting resilience in consumer spending, particularly driven by wealthier households.
- Cautious Economic Outlook: Economists caution that prolonged war and persistent inflation could weigh on borrowing, although current financial health of businesses and consumers remains strong, with upcoming quarterly reports expected to provide clearer insights into consumer spending trends.
See More
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- Allegations: The lawsuit, led by the city of Philadelphia, accuses the banks of conspiring to inflate interest rates on municipal bonds since 2008, which, if proven, could severely damage the banks' reputations and financial stability.
- Market Reaction: Following the lawsuit news, bank stocks showed mixed results, with Bank of America (BAC) falling 0.8% while JPMorgan Chase (JPM) rose 1.4%, indicating varying market expectations regarding the lawsuit's outcome.
- Legal Requirements: In their appeal, the banks argued that the municipalities failed to demonstrate that common issues among plaintiffs would predominate over individual questions, a critical legal requirement that could affect the viability of the class action.
See More
Abel Reshapes Berkshire Hathaway's Investment Portfolio
- Portfolio Restructuring: New CEO Greg Abel is swiftly reshaping Berkshire Hathaway's investment portfolio by selling stocks associated with former manager Todd Combs, demonstrating his control over the approximately $300 billion portfolio.
- Management Changes: Following Combs' departure at the end of 2025, Abel is unlikely to replace him, with Ted Weschler continuing to manage about 6% of the portfolio, indicating a preference for maintaining the existing management structure.
- Core Holdings Strategy: In his annual letter, Abel emphasized a focus on core holdings such as Apple, American Express, Coca-Cola, and Moody's, which are expected to compound value over decades, reflecting a long-term investment strategy.
- Amazon Stake Reduction: Berkshire nearly eliminated 80% of its stake in Amazon in Q4 2025, with market speculation linking this decision to Combs' investment style, raising further questions about the company's investment direction.
See More
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- Stock Price Decline: Since the beginning of 2026, NuScale Power's shares have lost nearly 30% of their value, despite a 15% single-day gain on April 15, indicating market concerns about its future prospects that could undermine investor confidence.
- Significant Losses: The company reported a net loss exceeding $660 million last year, marking its fourth consecutive year of losses, which highlights the financial strain in developing small modular reactors (SMRs) and may limit its ability to raise capital.
- Bleak Profitability Outlook: Analysts do not expect NuScale Power to achieve profitability in the next two fiscal years, with potential profitability not anticipated until this decade, increasing reliance on external capital during market downturns and heightening financial risks.
- Capital Raising Challenges: With its market cap plummeting from $8 billion to $4 billion, NuScale Power faces a tougher fundraising environment, likely resulting in higher borrowing costs and shareholder dilution risks, further impacting its operational and growth plans.
See More
