ANALYST-UPGRADE ·Filed Oct 15, 2026

BAC

BANK OF AMERICA CORP /DE/
BULLISH
Impact 4/10
Processed3d 20h ago SECanalyst-BAC-baird-20261015
Baird double upgrade: Neutral → Outperform

Price Chart

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Executive Summary

Baird double upgrade: Neutral → Outperform

Impact Score

Base Score
2/7
LLM Adjustment
+0
Final Score
4/10

Consensus & Targets

Buy / Strong Buy
23 (79%)
Hold
6
Sell / Strong Sell
0
Total Analysts
22
Mean PT
$66.36
Median PT
$66.00
High PT
$75.00
Low PT
$60.00
Current Price
$51.39
Implied Upside
+29.1%

Recent Analyst Activity

DateFirmActionRatingPrice Target
2026-10-15BairdupgradeOutperform$62.00
2026-10-05UBSmaintainBuy$67.00
2026-10-02JP MorganmaintainOverweight$62.00
2026-10-01Evercore ISI GroupmaintainOutperform$62.00
2026-10-01Truist SecuritiesmaintainBuy$62.00
2026-08-03UBSmaintainBuy—
2026-07-29JP MorganmaintainOverweight$68.00
2026-07-17Evercore ISI GroupmaintainOutperform$67.00
2026-07-15BairdmaintainNeutral$62.00
2026-07-15RBC CapitalmaintainOutperform$65.00

Firm Track Record — Baird

Baird accuracy: 54% on 2555 calls | avg return: 4%

Industry benchmark: mean 51% ± 11%. Top tier: ≥61% (mean + 1σ). Based on 15 firms with ≥5 scored calls.

FirmAccuracyCallsAvg Returnvs Average
Citigroup100%5/57.4%top tier
Oppenheimer79%11/146.2%top tier
Wells Fargo75%3/43.5%top tier
RBC Capital75%3/411.7%top tier
Morgan Stanley67%10/152.4%top tier
JP Morgan67%2/39.7%top tier
Barclays60%3/52.6%above average
Truist Securities57%4/74.1%above average
Evercore ISI Group56%5/92.3%above average
Keefe, Bruyette & Woods50%4/83.8%below average

Earnings Estimates

PeriodEPS Est.EPS RangeRevenueRevisions (7d)
+1y$5.21$4.95 — $5.59$130.0B↑0 ↓0
0y$4.46$4.34 — $4.58$123.4B↑0 ↓0
+1q$1.24$1.18 — $1.33$32.9B↑0 ↓0
0q$1.16$1.13 — $1.17$30.7B↑1 ↓0

Cross-Platform Signals

Institutional
MATHER GROUP, LLC. — add (47.1%)
Institutional
Blackstone Inc. — trim (-55.7%)
Institutional
CITADEL ADVISORS LLC — add (85.9%)
Short Interest
Short: 5,326,401 | Exempt: 2,710 | TRF Vol: 8,457,391 | Short Ratio: 63.0% | Off-exchange volume (dark pool + OTC)

Investment Themes

Traditional Finance

Documents Analyzed

Report based on filing metadata.

40 reports for BAC
Performance horizon
89% Hit rate 8 of 9 directional calls best @ T+60▲ +28.60%May 15, 2026
Filters
Rows
Reports for BAC — sortable, filterable
TypeNow
Oct 15, 2026
3d ago
ANALYST-UPGRADE
BULLISH ★ 4/10
—awaiting T+20——
Sep 9, 2026
5w ago
Court Ruling
NEUTRAL ★ 1/10
$62.67 $53.52▼ −14.60%▼ −16.54%$51.23 (−18.25%)
Sep 3, 2026
6w ago
Court Ruling
NEUTRAL ★ 1/10
$63.04 $53.75▼ −14.74%▼ −13.55%$51.23 (−18.73%)
Sep 3, 2026
6w ago
Court Ruling
NEUTRAL ★ 2/10
$63.04 $53.75▼ −14.74%▼ −13.55%$51.23 (−18.73%)
Sep 2, 2026
6w ago
Court Ruling
NEUTRAL ★ 1/10
$62.60 $54.43▼ −13.05%▼ −12.72%$51.23 (−18.16%)
Aug 26, 2026
7w ago
Court Ruling
NEUTRAL ★ 1/10
$62.23 $56.03▼ −9.96%▼ −10.11%$51.23 (−17.68%)
Aug 20, 2026
8w ago
Court Ruling
NEUTRAL ★ 1/10
$61.86 $57.73▼ −6.68%▼ −6.68%$51.23 (−17.18%)
Aug 18, 2026
8w ago
Court Ruling
BEARISH ★ 5/10
$64.23 $57.90▲ +9.86%▲ +8.54%$51.23 (+20.24%)
Aug 18, 2026
8w ago
Court Ruling
NEUTRAL ★ 3/10
$64.23 $57.90▼ −9.86%▼ −8.54%$51.23 (−20.24%)
Aug 14, 2026
9w ago
13F-HR
NEUTRAL ★ 3/10
$64.49 $59.47▼ −7.78%▼ −5.79%$51.23 (−20.56%)
Showing 10 of 40

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Report published Oct 15, 2026