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

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)

🔥Don't forget to follow@Tiger_Earnings, Tiger's official account for providing key information during earnings season📖📖📖

📖For a beginner's guide to financial statements, click here

vote[Tiger Poll] Which Big Bank Is Your Best Bet This Earnings Season?(Single choice)
33 people voted· 2 days to end
# Banks Kick Off Earnings Season: Strong Fundamentals or Stretched Valuations at Play?

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  • L.Lim
    ·10:10
    All the big US banks are so sloppy, constantly lobbying to have rules repealed... the biggest culprit of the 2008 financial recession and yet everyone never learns, consumers, investors, the banks themselves (and led by a government now that doesn't have a serious concept of how to govern)
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  • koolgal
    ·05:35
    🌟🌟🌟我投票 $花旗(C)$ 因为与其他5家大银行相比,它的价值被低估了。花旗目前的远期市盈率是美国6大银行中最低的,为11.9倍。

    分析师认为花旗是一个价值和复苏故事,如果其重组努力成功,则具有潜在的上涨空间。

    令人惊讶的是,花旗成为2025年表现最好的主要银行,上涨了66%。

    对于股息投资者来说,花旗的股息收益率高达2.04%。

    @Tiger_comments @TigerStars @TigerClub @老虎船长

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  • 1PC
    ·01-12 23:26
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