Wall Street Trends: Wall Street is expected to continue its rally amid easing credit concerns and trade tensions with China, with the S&P 500 rising 1.7% last week. Earnings season is ramping up, with several companies, including GE Vernova, set to report quarterly results.
Government Shutdown Update: The government shutdown has entered its fourth week, but White House Economic Advisor Kevin Hassett suggested it could end soon. If not, the Trump administration may resort to stronger measures to compel Democrats.
Tech and Earnings Insights: Apple is showing signs of recovery with better-than-expected sales and new product launches, while Marvell Technology received a downgrade due to competitive concerns. Amazon Web Services faced a significant outage affecting multiple services.
Market Movements: Boeing received regulatory approval to increase 737 production, while Chipotle's price target was cut amid declining performance. Goldman Sachs initiated coverage of Cava with a hold rating, highlighting uncertainties in the fast-casual dining sector.
Wall Street analysts forecast COF stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for COF is 284.22 USD with a low forecast of 256.00 USD and a high forecast of 310.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
18 Analyst Rating
Wall Street analysts forecast COF stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for COF is 284.22 USD with a low forecast of 256.00 USD and a high forecast of 310.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
16 Buy
2 Hold
0 Sell
Strong Buy
Current: 231.010
Low
256.00
Averages
284.22
High
310.00
Current: 231.010
Low
256.00
Averages
284.22
High
310.00
BofA
Mihir Bhatia
Buy
downgrade
$294 -> $280
2026-01-23
New
Reason
BofA
Mihir Bhatia
Price Target
$294 -> $280
AI Analysis
2026-01-23
New
downgrade
Buy
Reason
BofA analyst Mihir Bhatia lowered the firm's price target on Capital One (COF) to $280 from $294 and keeps a Buy rating on the shares after the company reported Q4 earnings and announced the acquisition of Brex, which the firm believes "nicely complements" and expands Capital One's current small business card offering, Spark. Since the Discover acquisition, some bullish investors have made the case that Capital One's multiple could expand closer to that of American Express (AXP) as both companies operate a three-party network model, notes the analyst, who adds that "Cap One is starting to look more like Amex." The firm notes it lowered its 2025/26 EPS forecasts to account for higher operating expenses.
Wells Fargo
Overweight
maintain
$280
2026-01-22
New
Reason
Wells Fargo
Price Target
$280
2026-01-22
New
maintain
Overweight
Reason
Wells Fargo keeps an Overweight rating and $280 price target on Capital One after its Q4 results and Brex deal. The management's tone on the consumer remains constructive, and the firm is also positive on the strategic merit of the Brex acquisition as it will boost Capital One's corporate and small-enterprise card business and capabilities as it has many notable tech companies as existing customers, the analyst tells investors in a research note.
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Morgan Stanley
NULL -> Overweight
maintain
$280 -> $300
2026-01-20
New
Reason
Morgan Stanley
Price Target
$280 -> $300
2026-01-20
New
maintain
NULL -> Overweight
Reason
Morgan Stanley raised the firm's price target on Capital One to $300 from $280 and keeps an Overweight rating on the shares as part of the firm's Q4 preview note on its consumer finance coverage.
BofA
Buy
maintain
$268 -> $294
2026-01-09
Reason
BofA
Price Target
$268 -> $294
2026-01-09
maintain
Buy
Reason
BofA raised the firm's price target on Capital One to $294 from $268 and keeps a Buy rating on the shares. The firm raised targets for a trio of Consumer Finance names ahead of Q4 reporting season, as it applies higher valuation multiples, reflecting better consumer finance trends in the near term. Sentiment on the pure-play card issuers has strengthened considerably and "vibes are high" coming into the Q4 prints, the analyst tells investors in a preview for the group.
About COF
Capital One Financial Corporation is a diversified financial services holding company with banking and non-banking subsidiaries. The Company offers a broad spectrum of financial products and services to consumers, small businesses and commercial clients through a variety of channels. It operates through three segments: Credit Card, Consumer Banking and Commercial Banking. The Credit Card segment consists of its domestic consumer and small business card lending, and international card businesses in the United Kingdom and Canada. The Consumer Banking segment consists of its deposit gathering and lending activities for consumers and small businesses, and national auto lending. The Commercial Banking segment consists of its lending, deposit gathering, capital markets and treasury management services to commercial real estate and commercial and industrial customers. Its principal operating subsidiary is Capital One, National Association, which offers banking products and financial services.
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.
