Apr. 12 at 8:01 PM
Large U.S. banks are entering earnings season with valuations that many analysts view as attractive, even after a strong run in earnings estimates. Goldman Sachs, JPMorgan Chase, Citigroup, Wells Fargo, Bank of America, and Morgan Stanley are all trading at lower forward P/E multiples compared with late 2025, despite improving profit expectations.
Market experts argue this setup could create opportunities for long-term investors, particularly in banks with strong capital returns, stable credit quality, and resilient net interest income. Some segments, including financial services ETFs and diversified brokers, are also highlighted as potential beneficiaries of undervaluation.
Earnings releases will come in sequence: Goldman Sachs on Monday, JPMorgan, Citigroup, and Wells Fargo on Tuesday, and Bank of America and Morgan Stanley on Wednesday—setting the tone for the broader financial sector.
$GS $JPM $C $WFC $XLF