EWBC

Based on 13 analyst ratings, East West Bancorp (EWBC) has a consensus rating of Buy. 31% of analysts recommend a Strong Buy, 31% recommend Buy, and 38% suggest Holding. The Wall Street analyst price target is $126.62. The 2026 price prediction for EWBC is also $126.62. The company is positioned favorably with an anticipated revenue growth of 8% for 2025, reinforcing the strength of its commercial banking segment. The company has also demonstrated resilience with a notable increase in Net Interest Income (NII), leading to positive adjustments in earnings expectations for both 2025 and 2026. Additionally, the narrowing of Non-Performing Loans (NCOs) to a range of 15-25 basis points indicates improved asset quality and credit management. However, the company faces risks such as an unexpected increase in credit costs, reduced loan demand, and heightened competition for deposits.

The fair value estimate for East West Bancorp has been adjusted to US$132.20 per share, up from US$131.56. This change reflects analysts' reactions to new information and evolving sector expectations. While a slightly higher discount rate and reduced revenue growth assumptions have been factored in, research suggests potential support from net interest income and credit costs. However, there is also some caution regarding funding and the stock's current valuation. Several firms, including Truist, TD Cowen, Piper Sandler, Stephens, and Keefe Bruyette, have raised their price targets in January 2026, indicating a generally positive outlook on the company's execution and earnings power. On the other hand, some analysts remain cautious, with UBS and Truist maintaining Neutral or Hold ratings. This mixed sentiment suggests that while analysts acknowledge the company's solid performance, some believe the upside is already priced into the stock.