**********Q1 2026 Earnings Previews**********
Key Questions
When will Bank of America report its Q1 2026 earnings?
Bank of America will report its Q1 2026 financial results and host an investor conference call on April 15. This date is confirmed in official press releases.
What are the expected EPS and revenue figures for BAC Q1 2026?
Analysts forecast EPS of $0.99-$1.00, up 10% YoY, and revenue of $29.22-29.7 billion. Zacks ESP stands at +1.44%, signaling potential for an earnings beat.
How is Bank of America's Net Interest Income (NII) expected to perform in Q1 2026?
NII is projected to grow 5-7% YoY, with TipRanks estimating +7% but slowing to 6% for FY26. Headwinds include oil shocks, credit risks, and JPM's $2.2B reserves.
What growth is anticipated for Investment Banking (IB) and Markets in Q1 2026?
IB fees are expected to rise +10%, driven by a revival including CoreWeave deals and $25B in Private Capital M&A. Markets revenue is forecasted for low-double-digit growth.
What is the outlook for Bank of America's consumer banking segment?
Consumer spending remains steady at 5% YoY growth despite shocks, per Athanasia. Warnings persist around Rewards, SMB, AI, and stagflation risks.
What is BAC's current stock valuation and upside potential?
BAC trades around $47-48 at 12.9x P/E, discounted versus price targets of $57-61, implying 30% upside. FY26 EPS beat potential is $4.32.
What recent institutional investor activity has occurred in BAC stock?
Allspring, Vanguard, Aberdeen, Toth (+31k shares), and Whalen initiated or added positions; Perpetual trimmed, IMS cut. Insiders bought $11M worth.
Why did Berkshire Hathaway trim its BAC stake, and what is the broader context?
Buffett's Berkshire trimmed ~500M BAC shares amid record profits, sparking moat debate. This contrasts with other institutions adding amid IB revival and earnings growth expectations.
NII +5-7% YoY (TipRanks +7% slowing FY26 6%) but flattening amid oil shock/credit risks/JPM $2.2B reserves, IB +10%, Markets low-double-digits, Private Capital M&A ($25B), Rewards/SMB/AI/stagflation warn; consumer steady 5% YoY (Athanasia) despite shocks; EPS $0.99-$1 (+10%), rev $29.22-29.7B 4/15, Zacks ESP +1.44%; BAC 12.9x P/E discount vs PTs $57-61 (30% upside); stock ~$47-48; Allspring/Vanguard/Aberdeen/Toth+31k/Whalen new/Perpetual trim/IMS cut/insiders $11M/Buffett Berkshire trimmed ~500M shs amid record profits/moat debate; CoreWeave IB. Beat potential FY $4.32; JPM/BOA litmus test banking shift.