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Bank of America has initiated coverage of Accelevation, a data centre equipment manufacturer, with a 'buy' rating and a $20 price target, citing strong demand for power infrastructure and modular products. The bank expects adjusted earnings before interest, tax, depreciation and amortisation...

Key TakeawaysMicron shares rose after Bank of America’s Vivek Arya kept his Buy rating and $1,550 price target following meetings with Micron’s executives, and SK hynix rose [3%] too. Customer deals that now run three to five years give this memory upcycle a better chance of outlasting past booms.

Bank of America’s model fair value estimate has been revised from US$67.33 to US$63.14, a reduction of about 6.2% in the latest analyst update. This shift aligns with a more cautious tone from recent Street research, where many firms have trimmed price targets after Q3 results, regulatory actions and updated earnings assumptions, even as several ratings remain positive. As you read on, you will see what is driving the evolving narrative around Bank of America and how to track the key signals...

Bank of America (BAC) is under intense regulatory and leadership pressure after more than US$1.21b in anti money laundering related penalties, a fresh securities class action, and rising questions over CEO Brian Moynihan’s future. Recent trading reflects that pressure. Bank of America’s share price has slipped around 9.1% over the past month and about 17.7% over the past quarter, even as the 1 year total shareholder return is slightly positive and the 3 year total shareholder return is very...
SpaceX Corp (NASDAQ:SPCX) is moving closer to its next major growth milestone, with an ambitious revenue outlook and a crucial Starship recovery test ahead prompting Bank of America to raise its price target to $275 following a third-quarter beat. The bank said management’s growth ambitions...

CoreWeave is expected to deliver another quarter of rapid growth as new data centre capacity comes online, with Bank of America forecasting a 168% year-over-year jump in third-quarter revenue. The bank reiterated its Buy rating and US$140 price target on the AI cloud infrastructure provider...
Bank of America trades at a lower valuation multiple, but JPMorgan's revenue growth and profitability paint a different picture of competitive strength.

Brian Moynihan is back in the hot seat, following disappointing earnings and a large U.S. Treasury fine. Why it might be time for the longtime CEO to move on.

The Bank of America Corporation Board of Directors today appointed Jim Fitterling and Bill Thomas as directors, effective immediately.

Bank of America Corporation today announced the Board of Directors declared a regular quarterly cash dividend on Bank of America common stock of $0.32 per share, payable on December 24, 2026 to shareholders of record as of December 4, 2026.

Seagate Technology Holdings PLC (NASDAQ:STX) is positioned for stronger revenue and earnings growth as demand for hard disk drives (HDDs) outpaces the company's long-term expectations, according to Bank of America, which raised its price target on the stock to $1,200 from $1,150. The bank...

Bank of America Corporation (NYSE:BAC) has a wealth franchise that deserves attention beyond lending spreads. Second-quarter 2026 Global Wealth and Investment Management net income reached $1.41 billion, roughly 16% of group earnings. That contribution matters when comparing bank stocks favored by billionaires: advisory fees diversify revenue, although rising markets still influence their value. Bank of […]
Quarterly earnings results are a good time to check in on a company’s progress, especially compared to its peers in the same sector. Today we are looking at Bank of America (NYSE:BAC) and the best and worst performers in the diversified banks industry.

Bank of America Corp. has kicked off its second investment-grade bond sale in days, offering perpetual notes following last week's $8 billion capital raising.

Bank of America trades at a lower valuation but faces regulatory headwinds, while Goldman Sachs is navigating a strategic pivot.

Bank stocks are on their longest losing streak since 2008 as Treasury yields rise and Bank of America's fine weighs on big lenders.

A management team's capital allocation policy has a direct effect on shareholders.

Bank of America (NYSE:BAC) is limiting AI agents' access to customer accounts, keeping money movements under human control. The bank is focusing restrictions on consumer deposit accounts as use of autonomous financial tools draws tighter regulatory attention. Other large banks are taking similar steps, reshaping how AI tools can interact with retail and digital banking platforms. Bank of America's move to curb AI agents from directly moving customer funds is an important counterweight to the...
A $1.2 billion fine and a fee miss may already be in the stock. Here’s why Morgan Stanley says the stock looks de-risked.

Regulators fined the bank after anti-money-laundering violations.

Brian Moynihan explains how the bank is tackling a major compliance problem.

A $1.2 billion settlement won't derail earnings growth, thanks to a fortress balance sheet that lets management compete on service, not rates.

BofA’s $100 call on this stock reflects a change in demand.

Bank of America has identified similarities between the current artificial intelligence investment cycle and previous periods of large-scale capital spending, citing rising investment expectations, increased competition and declining prices for AI services. In a note to clients on Friday, investment strategist Sebastian Raedler examined whether AI infrastructure spending could follow the pattern of earlier capital investment cycles, in which expanding capacity eventually placed pressure on profi
Big banks are pouring money into the AI buildout, even as one of their own strategists sees history repeating.

Bank of America Corporation today announced the Board of Directors has authorized regular cash dividends on the outstanding shares or depositary shares of the following series of preferred stock:

Bank of America has upgraded Fox Corp (NASDAQ:FOXA) to 'buy' from 'underperform' and raised its price target to $85 from $54. The bank expects Fox’s pending acquisition of Roku Inc (NASDAQ:ROKU) the streaming platform operator, to improve its growth prospects and generate about $700 million...

(Updates with Bank of America's response in the last paragraph.) Bank of America (BAC) has launch

Bank of America (BAC) has launched a sale of investment-grade bonds, Bloomberg reported Friday, citi

Key Stats for Bank of America StockPrice change for Bank of America stock in last 6 months: -3%$BAC Stock Price as of Oct. 12: $5252-Week High: $65$BAC Stock Price Target: $65What Happened?Baird upgraded Bank of America (BAC:NYSE) from Neutral to Outperform on Thursday and set a $62 price target.

Bank of America stock barely budged after Q3 2026 earnings, closing at US$51.70, up just 0.6% after a tough few months that left the share price down about 13% over 30 days and roughly 16% over 90 days. The headline story is not the small price move. Instead, it is the pressure running through profitability, with basic earnings per share at US$0.93 and a cost to income ratio at 65.48%, indicating a tighter squeeze on what the bank keeps from every dollar of revenue. Love the Bank of America...

Dave Ramsey called Bank of America a cesspool and told a Phoenix homeowner to stop paying his loans and dare the bank to come collect. The math behind that advice tells a very different story.
The next Fed decision carries an unexpected complication.

There is a lot of complexity when evaluating the large, money-center bank stocks.
Big bank third-quarter earnings delivered a mixed picture, with Goldman Sachs beating expectations and JPMorgan Chase logging a rare miss.
Big bank earnings arrive, with Citi, Goldman Sachs, JPMorgan Chase, and more reporting. Consumer and producer price indexes and existing home sales data will provide a read on the economy.

Wall Street’s biggest banks are about to open their books on Q3 2026, just as a surge in Treasury yields and a US$270b hit to sector market value have rattled confidence. For investors, this is where fear and opportunity collide. This article walks through three large-cap investment bank stocks tied to that story, and explains which setups look relatively stronger and which might warrant more caution right now. The three banks covered below are only a sample from this theme, and the full...
Wall Street's biggest banks entered the second half of 2026 after one of their most profitable six-month runs in at least a decade. Then interest rates surged.
In recent weeks, Bank of America has expanded its AI-powered treasury and payments capabilities through the AskGPS Intelligence Hub and CashPro Payments Insights, while also issuing several new senior unsecured fixed-rate notes maturing between 2028 and 2046 and appointing Jeff Crabtree as president of the Sarasota/Manatee market. Together, these moves highlight how Bank of America is pairing regional leadership changes with AI-driven corporate banking tools and fresh bond issuance to...

Bank of America Q2 results were robust and Series L preferred shares are attractive again. Read why on BAC and BAC.PR.L stocks are a Buy.

Preview next weekâs market-moving eventsâCPI, retail sales, Fed talk, and big bank earnings (JPM, GS, C, MS).


The biggest bill is still to come.




Bank of America reported third quarter 2026 results that missed expectations, as a regulatory penalty of more than US$1.21b related to anti money laundering and sanctions compliance weighed on net income of US$6,933m and diluted EPS of US$0.91. The enforcement orders require Bank of America to overhaul its BSA and sanctions controls, adding ongoing compliance reviews and technology investments that could influence future expense levels and the way the bank runs high risk parts of its...

