Sheen Bay Research
Contributor since: 2019
Western Alliance Bancorporation: Strong Growth On The Cards
First Interstate BancSystem: Benefits From Acquisition, Organic Growth Appear Priced-In
Fulton Financial: Acquisition Benefits, Organic Growth To Lift Earnings
Popular: Attractively Valued But Earnings Likely To Dip
Prosperity Bancshares: Flattish Earnings, Unattractive Valuation
Community Bank's Earnings Will Likely Grow Next Year But Stock Appears Overvalued
Live Oak Bancshares: Expense Growth To Undermine Strong Loan Growth
F.N.B. Corporation Is Set To Grow By Both M&A And Organic Means
Home Bancshares: Acquisition Benefits Appear Priced-In
PacWest Bancorp: Still Attractively Valued Despite The Worsened Earnings Outlook
Provident Financial: Higher Provisioning Likely To Undermine Strong Topline Growth
ServisFirst Bancshares: Strong Top-Line Growth Appears Priced In
Northrim BanCorp: High Oil Prices, Interest Rates To Salvage Earnings
PennyMac Financial Services: Hard Landing Of The Mortgage Refinance Market To Undermine Favorable Internal Factors
Simmons First National: Acquisition, Margin Expansion To Support Earnings This Year
OP Bancorp: Strong Loan Growth To Drive Earnings This Year
First Guaranty Bancshares: Balance Sheet Growth To Drive The Bottom Line
S&T Bancorp: Top Line's High Rate Sensitivity To Benefit Earnings
United Bankshares: Normalization Of Provisioning And Mortgage Income To Undermine Top-Line Growth
Unity Bancorp: Attractively Valued With A Flattish Earnings Outlook
Bankwell Financial: Strong Loan Growth To Drive The Bottom Line
Heritage Commerce: Strong Margin Growth To Drive Earnings This Year
Customers Bancorp: Earnings Likely To Remain Much Higher Than The Pre-Pandemic Level
First Internet Bancorp: Strong Topline Growth To Buoy Earnings
First Hawaiian: Earnings To Dip Due To Credit Costs
Community Trust Bancorp: Attractively Valued But Earnings Will Likely Dip This Year
First Commonwealth Financial: Earnings To Dip On Provisioning Normalization
OFG Bancorp: Strong Net Interest Income Growth On The Cards
BOK Financial: Provision Normalization, Lower Fee Income To Drag Earnings
Bridgewater Bancshares: Loan Portfolio's Surge To Translate Into Earnings Growth
Pinnacle Financial: Team Expansion, Interest Rates Bode Well For Revenue Growth
Hope Bancorp: Strong Topline Growth Likely To Compensate For Above-Average Provisioning
SouthState: Earnings Likely To Dip On The Back Of Higher Provisioning
WesBanco: Earnings Likely To Dip Due To Higher Provisioning
Wintrust Financial: Provisioning Likely To Drag Earnings
Premier Financial: Attractively Valued With 4.7% Dividend Yield, But Earnings Likely To Dip
Independent Bank: Attractively Valued But Earnings Likely To Dip
Atlantic Union Bankshares: Attractively Valued But Earnings Will Likely Decline Due To Provisioning
Bar Harbor Bankshares: Attractively Valued With A Good Dividend Yield And A Decent Earnings Outlook
Cullen/Frost Bankers: Expense Growth To Counter Strong Top-Line Growth