Stocks · Theme
Banks, insurers & capital markets stocks · 8 research notes
8 Banks, insurers & capital markets stocks moving on the same story, each with a dated research note: thesis, kill line and next catalyst.
Active themeTracked as of 11 November 2026.
All 8 have a dated research note with a published kill line: the note's own test, stated in advance, of what would prove it wrong: a price level, a business fact, or both.
All stocksPLMRPalomar Holdings, Inc.freshMediumPalomar Holdings' earnings case is more likely than not to beat the S&P 500: FY2026 adjusted net income guidance rose to $280–285 million and three brokers raised targets after the report. The fourth-quarter report, expected around…MSMorgan StanleyfreshMediumMorgan Stanley's joint lead role on Anthropic's record IPO and its record wealth flows give the shares modestly better than even odds of beating the S&P 500. The deal's pricing and the fourth-quarter report, expected around 14 January…BACBank of America CorporationfreshLowBank of America's shares look more likely to lag the S&P 500 as weak fees and trading, a $1.2 billion penalty and falling broker targets outweigh 8% lending-income growth; the 15 January 2027 fourth-quarter report shows whether fees…BRK.BBerkshire Hathaway Inc.freshLowBerkshire Hathaway's class B shares look more likely to lag than lead the S&P 500, as third-quarter operating earnings fell 5.8% and the price sits far above the $496–$507 averages paid for buybacks. Whether repurchases continue near…GSThe Goldman Sachs Group, Inc.freshLowGoldman Sachs' shares look more likely to lag the S&P 500 over the next three months: the Anthropic IPO it co-leads is largely priced in, while a likely December Fed rate increase and a shrinking fee backlog weigh on 2027 fees. The…JPMJPMorgan Chase & Co.freshLowJPMorgan Chase's shares look more likely to trail the S&P 500 after a third-quarter miss, a roughly 90% buyback cut and a reported Senate Epstein review; the 9 December 2026 CFO update and 14 January 2027 report decide it.WFCWells Fargo & CompanyfreshLowWells Fargo's shares are more likely to lag than lead the S&P 500 because third-quarter fees fell and credit costs rose while guidance was only held. The 14 January 2027 fourth-quarter report settles it by showing whether net interest…LMNDLemonade, Inc.LowLemonade's first positive adjusted EBITDA quarter, guided to $5–9 million for Q4 2026, held after the 5 November 2026 report, but a 65% loss ratio and a new S-3 registration keep the shares more likely to lag. The 17 November 2026 investor…