Texas Capital Bancshares (TCBI) News Today

Overview: Shares of Texas Capital Bancshares, Inc. (NASDAQ:TCBI) are moving on the back of a strong Q2 2025 earnings beat, which drove the stock higher, while certain sell-side analysts remain cautious and have retained “sell” or “underweight” ratings despite higher price targets.

• Positive Sentiment: Hovde Group raised its price target on TCBI to $95.00 (from $75.00) and kept a “market perform” rating, implying about 5.9% upside. Hovde Group Forecast
• Positive Sentiment: Q2 EPS of $1.63 beat Street estimates by $0.35, and revenue of $307.46 million topped forecasts by $8.56 million, fueling a rally in the shares. Zacks Earnings Beat Article
• Positive Sentiment: Net income available to common shareholders rose 95% year-over-year to $73.0 million, according to the company’s press release. Press Release
• Neutral Sentiment: Management commentary, earnings call transcripts and slide decks were published this week, offering deeper insights into loan growth, net interest income and margin trends. Earnings Call Transcript
• Negative Sentiment: Citigroup lifted its price target to $79.00 from $69.00 but maintained a “sell” rating, implying roughly 11.9% downside risk. Citigroup Report
• Negative Sentiment: Barclays raised its target price to $82.00 (from $78.00) but kept an “underweight” rating, suggesting an 8.5% potential decline. Barclays Report