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Source document· December 24, 2025

Is JPMorgan Stock a Buy for 2026 as it Hits an All-Time High?

View original at finance.yahoo.com
Is JPMorgan Stock a Buy for 2026 as it Hits an All-Time High? JPMorgan’s JPM shares reached a new all-time high of $327.78 yesterday, driven by optimism for the easing rate cycle and stronger U.S…
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  • NII (excluding Markets) expected to grow 5.5%

    80% confidence
  • NII (excluding Markets) expected to be nearly $92.2 billion in 2025 and $95 billion in 2026

    80% confidence
  • Zacks Consensus Estimate for earnings implies 2.9% and 3.5% year-over-year growth for 2025 and 2026, respectively

    80% confidence
  • Consensus mark for 2025 and 2026 revenues suggests a year-over-year rise of 2.8% and 3.9%, respectively

    80% confidence
  • JPMorgan remains well-placed for growth in 2026, backed by its robust capital markets business, dominant IB position, decent NII growth expectations and continued expansion through branch openings

    80% confidence
  • NII expected to rise 6-7% in 2025

    80% confidence
  • JPMorgan is mulling entry into the crypto trading business

    80% confidence
  • 2026 non-interest expenses expected to rise by more than $9 billion to $105 billion

    80% confidence
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AI Capital Surge Meets Investor Caution: Record Funding Rounds and Government Contracts Amid Valuation Skepticism
A single-week cluster of large AI/fintech funding rounds (Socure, Stability AI, Emerald AI, Generalist AI, Instinct, Gatik, Regent Craft) shows venture capital still pouring into AI infrastructure, identity, and autonomy plays, while Palantir's Army TITAN contract win coincided with a 6% stock drop — signaling that even flagship AI-defense revenue isn't immune to market reassessment of AI valuations. Efficiency-focused innovations like Multiverse Computing's model compression suggest the sector is also pivoting toward cost/inference economics as capital intensity draws scrutiny.
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EPKINLY Regulatory-Clinical Success Cascade
High probability of expanded label indications, additional combination approvals, and competitive positioning strength in follicular lymphoma market. Predicts positive commercial uptake and potential accelerated review for related indications.
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Where sources disagree
Morgan Stanley & Co. LLC
The same metric (eps) for the same entity (Morgan Stanley & Co. LLC) reported for the identical fiscal period (Q1 2026) and observation date (2026-03-31) has two conflicting values: 3.43 USD_per_share vs 3.08 USD. This is not a temporal change — both observations claim to measure the same point in time. The ~10% discrepancy (0.35 USD difference) is material for a financial metric.
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