Bank of America (BAC) News Today

Bank of America Corporation (NYSE: BAC) shares are reacting to a mix of macroeconomic forecasts, analyst updates and broader market commentary on August 11. Below is a summary of recent news items that may be influencing investor sentiment:

• Positive Sentiment: Zacks Research lifted its Q4 2025 EPS estimate for BAC to $0.96 (from $0.92) and raised its FY 2025 forecast to $3.67 per share, reflecting growing confidence in the bank’s earnings power. Bank of America Q4 EPS Forecast Boosted by Zacks Research
• Positive Sentiment: An analysis on Seeking Alpha highlights BAC’s robust capital return engine and argues the stock remains mispriced relative to its dividend and buyback potential. Bank of America: A Mispriced Capital Return Engine
• Neutral Sentiment: BofA Securities reduced its price target on Under Armour stock, a sector-specific move that doesn’t directly affect BAC’s financial outlook. Under Armour (UAA) Analyst Rating: B of A Securities Lowers Price Target | UAA Stock News
• Neutral Sentiment: BofA Securities raised its price target on Avnet following strong revenue results, a sign of broader sector strength but with no direct bearing on BAC’s balance sheet. BofA Securities raises Avnet stock price target to $50 on strong revenue
• Neutral Sentiment: BofA Securities reiterated a Hold rating on Warner Music Group amid its strong financial performance and ongoing restructuring. Warner Music Group: Hold Rating Amid Strong Financial Performance and Strategic Restructuring
• Neutral Sentiment: BofA Securities reaffirmed its Buy rating on Essent Group, citing strong financial performance and operational efficiency. Essent Group’s Strong Financial Performance and Operational Efficiency Drive Buy Rating
• Neutral Sentiment: MarketBeat’s screener flagged BAC among “Promising Real Estate Stocks to Watch,” a categorization that reflects its mortgage-banking business but isn’t a direct earnings driver. Promising Real Estate Stocks To Watch Now - August 10th
• Neutral Sentiment: Several brokers published FY 2025 earnings forecasts for BAC, underlining a consensus view on mid-single-digit EPS growth but without material upward revisions. Brokers Issue Forecasts for Bank of America FY2025 Earnings
• Negative Sentiment: Bank of America’s Global Fund Manager Survey finds that seven in ten portfolio managers now expect U.S. stagflation, which could weigh on loan growth and net interest income. Seven in 10 fund managers now foresee stagflation in U.S.: Bank of America