Jan 20, 2026 1 min read 0 views

Bank of America Shares Rise After Earnings Beat and Analyst Upgrades

Bank of America's Q4 earnings surpassed estimates, leading to a stock price increase and analyst upgrades from TD Cowen and HSBC. Jim Cramer commented on the stock.

Bank of America Shares Rise After Earnings Beat and Analyst Upgrades

Bank of America Corporation (NYSE:BAC) shares have increased by 13% over the past year. Ahead of the company's earnings release, TD Cowen raised its price target for the stock to $66 from $64, maintaining a Buy rating. The firm stated it expected the banking sector to perform well in the upcoming earnings season.

HSBC took a bolder step, upgrading the stock rating to Buy from Hold and setting a $50 price target. HSBC commented that a pullback in the shares might present an opportunity.

Bank of America reported fourth-quarter revenue of $28.53 billion and earnings per share of $0.98. These figures exceeded analyst estimates of $27.94 billion in revenue and $0.96 per share. On the day of the report, the stock closed 3.8% higher.

Jim Cramer discussed the stock and questioned whether tensions between the President and the Federal Reserve regarding interest rates were a factor. Cramer said, "David, Bank of America, cause they need the rates higher. That may have been one that you, you know Brian Moynihan did a very good job as CEO, but rates higher is not what I think the President wants."

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