Calls
5
#371
Alpha Score 67.7
Erica Najarian
UBS Financials Analyst
Win Rate
100.0%
return
+11.5%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jun 08
$54.06
+19.9%
JPMorgan and Bank of America are underappreciated relative to Goldman Sachs and Morgan Stanley because they have large consumer credit portfolios, which makes them less pure capital markets plays, but they offer a cheaper way to participate in the capital markets renaissance.
Banks
Long
May 14
$195.35
+11.5%
Big banks like Goldman Sachs and Morgan Stanley are more attractive than regional banks because their transaction-based business models are less exposed to consumer weakness and deposit costs, while capital markets activity remains robust. Higher rates and inflation favor them, and consumer concerns may be overblown.
Capital Markets
Long
Jul 13
$87.15
+2.2%
Wells Fargo is an under-the-radar, inexpensive bank that could experience a short squeeze if it hits or reiterates its net interest income target, as low expectations and lack of attention create asymmetric upside.
Banks
Long
Jun 08
$312.44
+17.0%
JPMorgan and Bank of America are underappreciated relative to Goldman Sachs and Morgan Stanley because they have large consumer credit portfolios, which makes them less pure capital markets plays, but they offer a cheaper way to participate in the capital markets renaissance.
Banks
Long
May 14
$971.62
+6.8%
Big banks like Goldman Sachs and Morgan Stanley are more attractive than regional banks because their transaction-based business models are less exposed to consumer weakness and deposit costs, while capital markets activity remains robust. Higher rates and inflation favor them, and consumer concerns may be overblown.
Capital Markets
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Erica Najarian has 5 trade ideas tracked on Buzzberg across 5 tickers since May 2026. Ranked #371 on the Buzzberg Alpha leaderboard. Most covered: BAC, MS, JPM.
