KBW

The following represents a hand-picked selection of notable research curated by an analyst known in some circles as "The Sith Overlord Of The Street." Longbow: Shake Shack Trends ‘Picking Up,' Maintains At Neutral Alton Stump of Longbow Research maintained a Neutral rating on shares of Shake Shack...

Analysts at Keefe, Bruyette & Woods recently released a report recapping the Q1 earnings season for bank stocks. Overall, analysts praised the banks for a solid start to 2015. Key Takeaways Of the 208 banks that Keefe, Bruyette & Woods looked at, 52 percent beat consensus earnings...

In a report published Tuesday, Keefe, Bruyette & Woods analyst Christopher Mutascio wrote that he is "increasingly confident" that U.S. Bancorp's (NYSE: USB) 2015 earnings per share estimate is too high and a revision lower is "likely" in the coming months. "At a recent conference, management...

In a report published Friday, Keefe, Bruyette & Woods analyst Joel Jeffrey said that Charles Schwab Corp's (NASDAQ: SCHW) Winter Business Update on Thursday focused on the "scalability" of the firm's operations and financials. "Charles Schwab has generated strong asset and revenue growth over...

ChannelAdvisor on Monday released eBay's (NASDAQ: EBAY) January same-store sales data which according to Sanjay Sakhrani of Keefe, Bruyette & Woods were somewhat mixed. EBay's total same-store sales grew 6.8 percent in January, which compares to a 5.8 percent growth in December, 9.8 percent...

Catherine Mealor of Keefe, Bruyette & Woods commented in a note on Thursday that Community Trust Bancorp, Inc. (NASDAQ: CTBI) posted fourth-quarter results that missed estimates due to higher expenses and a higher provision. “Still, the NIM improved two basis points quarter over...

Brian Kleinhanzl of Keefe, Bruyette & Woods previewed Citigroup Inc's (NYSE: C) fourth quarter earnings that are scheduled for January 15 before the market open. “Our earnings expectations for Citigroup are slightly below the consensus estimate,” Kleinhanzl wrote. “We are expected some ‘kitchen...

Jacquelynne Chimera of Keefe, Bruyette & Woods reiterated a Market Perform rating on Umpqua Holdings Corp (NASDAQ: UMPQ) on Friday with a $19 price target. “We believe the current valuation discount presents an attractive entry point into a franchise that we expect to post higher profitability...

On Monday, analysts at numerous firms initiated coverage on shares of Citizens Financial Group Inc (NYSE: CFG) following the expiration of the analyst quiet period. Oppenheimer Equity Research: Outperform rating with $29 price target. Ben Chittenden stated, “Our thesis for owning CFG...

Shares of Nationstar Mortgage Holdings Inc (NYSE: NSM) moved lower Monday on a downgrade from Keefe, Bruyette & Woods. KBW rated the company Underperform and maintained its $30 price target. For the mortgage servicing market, analysts led by Bose George noted they "continue to...

Following Thursday's second quarter earnings release, shares of Green Dot (NYSE: GDOT) have rallied 10 percent Friday. In response to the company's results and guidance, a number of analyst firms have issued notes detailing their opinion of the stock. BTIG - Buy, $31 Price Target...

In a note dated February 10, 2014, KBW upgraded Primerica (NYSE: PRI) from Market Perform to Outperform and raised the price target from $47 to $51. KBW's Jeffery Schuman noted three primary reasons behind the upgrade: Litigation/arbitration agreement - On January 17, Primerica announced that it...