ServisFirst (SFBS) Q4 Non-GAAP EPS Beats Expectations with 22.9% Revenue Growth
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 20 2026
0mins
Source: seekingalpha
- Strong Earnings Performance: ServisFirst reported a Q4 Non-GAAP EPS of $1.58, exceeding market expectations by $0.20, which demonstrates the company's ongoing profitability enhancement and reinforces investor confidence.
- Significant Revenue Growth: The company achieved Q4 revenue of $162.21 million, reflecting a 22.9% year-over-year increase and surpassing analyst expectations by $10.41 million, indicating robust market performance and rising customer demand.
- Positive Market Reaction: Given the earnings and revenue beats, ServisFirst's stock price is likely to experience a positive impact, attracting more investor interest and further driving the company's market share in the financial services sector.
- Optimistic Future Outlook: With ongoing operational optimizations and customer base expansion, the company is expected to continue achieving stable revenue growth, enhancing its position in the competitive financial market.
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Analyst Views on SFBS
Wall Street analysts forecast SFBS stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for SFBS is 84.50 USD with a low forecast of 80.00 USD and a high forecast of 89.00 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.
2 Analyst Rating
1 Buy
1 Hold
0 Sell
Moderate Buy
Current: 82.050
Low
80.00
Averages
84.50
High
89.00
Current: 82.050
Low
80.00
Averages
84.50
High
89.00
About SFBS
ServisFirst Bancshares, Inc. is a bank holding company. Through its subsidiary, ServisFirst Bank (the Bank), provides business and personal financial services from locations in Atlanta, Birmingham, Charleston, Dothan, Huntsville, Mobile, Montgomery, North Carolina, Northwest Florida, Tennessee, Virgina Beach, and West Central Florida. The Bank’s principal business is to accept deposits from the public and to make loans and other investments. Through the bank, the Company originate commercial, consumer and other loans and accepts deposits, provides electronic banking services, such as online and mobile banking, including remote deposit capture, delivers treasury and cash management services and provides correspondent banking services to other financial institutions. The Bank offers a range of loans to retail customers in the communities. Its consumer loans include home equity loans, vehicle financing, loans secured by deposits, and secured and unsecured personal loans.
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.
ServisFirst Bancshares Reports Strong Q4 Results, Stock Surges 14.58%
- Deposit Growth: ServisFirst Bancshares saw a 5% year-over-year increase in deposits to $675.6 million, demonstrating its strong ability to attract customer deposits, thereby enhancing its funding base and market competitiveness.
- Strong Loan Growth: The bank's loans rose by 12% year-over-year to $384.9 million, reflecting its active performance in the credit market, which further drove revenue growth and profitability.
- Net Interest Margin Improvement: ServisFirst's net interest margin increased by 42 basis points to 3.38%, benefiting from declining benchmark interest rates, which bolstered its profitability and laid a foundation for future financial performance.
- Increased Shareholder Returns: The bank's return on average common stockholders' equity rose from 16.3% to 18.9%, and it raised its dividend by 13% to $0.38 per share, showcasing its strong financial performance and commitment to shareholders.
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ServisFirst Bancshares Surges 13.1%, Leading Banking Sector Gains
- Strong Banking Sector Performance: Banking and savings stocks collectively rose by approximately 3.1%, indicating a renewed market confidence in the financial sector, which may attract more investor interest in this area.
- ServisFirst Bancshares Leads Gains: ServisFirst Bancshares saw its stock price increase by about 13.1%, making it one of the best performers of the day, reflecting strong market performance and positive investor sentiment.
- Dime Community Bancshares Follows Suit: Dime Community Bancshares' stock rose by approximately 12.4%, indicating significant market recognition for the company in the competitive banking industry, potentially driving its future growth prospects.
- Industry Trend Analysis: With the strong rebound in banking stocks, investors may reassess investment opportunities in the financial sector, especially against the backdrop of economic recovery, where banking profitability is expected to further improve.
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