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Wall Street's Best Analysts Weigh In on JPMorgan Ahead of Q4 Earnings

MarketDash Editorial Team
2 days ago
JPMorgan Chase reports fourth-quarter earnings on January 13, with analysts expecting strong year-over-year growth. Here's how the most accurate Wall Street analysts are positioning ahead of the print, including several recent price target increases.

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JPMorgan Chase & Co. (JPM) is set to report fourth-quarter earnings before the market opens on Tuesday, January 13, 2025. Wall Street is watching closely, and the expectations are running high.

Analysts are penciling in earnings of $5.01 per share, which would represent solid growth from the $4.81 per share the bank posted in the same quarter last year. On the revenue side, the consensus estimate sits at $46.25 billion, up from $42.77 billion a year earlier, according to market data.

The earnings report comes on the heels of some notable news for JPMorgan. Apple Inc. (AAPL) recently selected the bank as the new issuer of the Apple Card, effectively ending Goldman Sachs' (GS) involvement in what was supposed to be a signature consumer finance initiative. It's a meaningful shift that reshapes the consumer banking ambitions of all three companies involved.

Shares of JPMorgan closed at $329.79 on Thursday, up 0.9% for the session.

So what are Wall Street's most accurate analysts saying about the stock heading into earnings? Let's break down the recent forecast changes from analysts with proven track records.

What the Top Analysts Are Saying

  • Truist Securities analyst John McDonald maintained a Hold rating and nudged the price target from $330 to $331 on January 6, 2026. McDonald brings a solid 78% accuracy rate to his calls.
  • Barclays analyst Jason Goldberg maintained an Overweight rating and significantly boosted the price target from $342 to $391 on January 5, 2026. This analyst carries a 63% accuracy rate.
  • Keefe, Bruyette & Woods analyst David Konrad maintained an Outperform rating and raised the price target from $354 to $363 on December 17, 2025. Konrad has an impressive 79% accuracy rate.
  • Wells Fargo analyst Mike Mayo maintained an Overweight rating and lifted the price target from $345 to $350 on November 3, 2025. Mayo's accuracy rate stands at 73%.
  • Morgan Stanley analyst Betsy Graseck maintained an Equal-Weight rating and increased the price target from $336 to $338 on October 15, 2025. Graseck has a 62% accuracy rate.

The pattern here is clear: even the more cautious analysts are raising their targets, while the bulls are getting increasingly optimistic. Barclays' jump to a $391 price target is particularly notable, suggesting considerable upside potential from current levels.

With earnings just days away, investors will soon find out whether JPMorgan can deliver results that justify this optimism.

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Wall Street's Best Analysts Weigh In on JPMorgan Ahead of Q4 Earnings

MarketDash Editorial Team
2 days ago
JPMorgan Chase reports fourth-quarter earnings on January 13, with analysts expecting strong year-over-year growth. Here's how the most accurate Wall Street analysts are positioning ahead of the print, including several recent price target increases.

Get Apple Alerts

Weekly insights + SMS alerts

JPMorgan Chase & Co. (JPM) is set to report fourth-quarter earnings before the market opens on Tuesday, January 13, 2025. Wall Street is watching closely, and the expectations are running high.

Analysts are penciling in earnings of $5.01 per share, which would represent solid growth from the $4.81 per share the bank posted in the same quarter last year. On the revenue side, the consensus estimate sits at $46.25 billion, up from $42.77 billion a year earlier, according to market data.

The earnings report comes on the heels of some notable news for JPMorgan. Apple Inc. (AAPL) recently selected the bank as the new issuer of the Apple Card, effectively ending Goldman Sachs' (GS) involvement in what was supposed to be a signature consumer finance initiative. It's a meaningful shift that reshapes the consumer banking ambitions of all three companies involved.

Shares of JPMorgan closed at $329.79 on Thursday, up 0.9% for the session.

So what are Wall Street's most accurate analysts saying about the stock heading into earnings? Let's break down the recent forecast changes from analysts with proven track records.

What the Top Analysts Are Saying

  • Truist Securities analyst John McDonald maintained a Hold rating and nudged the price target from $330 to $331 on January 6, 2026. McDonald brings a solid 78% accuracy rate to his calls.
  • Barclays analyst Jason Goldberg maintained an Overweight rating and significantly boosted the price target from $342 to $391 on January 5, 2026. This analyst carries a 63% accuracy rate.
  • Keefe, Bruyette & Woods analyst David Konrad maintained an Outperform rating and raised the price target from $354 to $363 on December 17, 2025. Konrad has an impressive 79% accuracy rate.
  • Wells Fargo analyst Mike Mayo maintained an Overweight rating and lifted the price target from $345 to $350 on November 3, 2025. Mayo's accuracy rate stands at 73%.
  • Morgan Stanley analyst Betsy Graseck maintained an Equal-Weight rating and increased the price target from $336 to $338 on October 15, 2025. Graseck has a 62% accuracy rate.

The pattern here is clear: even the more cautious analysts are raising their targets, while the bulls are getting increasingly optimistic. Barclays' jump to a $391 price target is particularly notable, suggesting considerable upside potential from current levels.

With earnings just days away, investors will soon find out whether JPMorgan can deliver results that justify this optimism.