Latest news with #DavidGeorge
Bloomberg
15-07-2025
- Business
- Bloomberg
A Rare JPM Bear on Why it's Time to Sell
David George, Baird Senior Research Analyst, says he sees a dichotomy between very high expectations yet very good fundamentals in JPMorgan. (Source: Bloomberg)
CNBC
14-07-2025
- Business
- CNBC
Risk-reward tradeoff better in regional banks, says Baird's David George
David George, Baird senior research analyst, joins 'Closing Bell Overtime' to talk how to play bank stocks as we head into earnings season.
Yahoo
04-07-2025
- Business
- Yahoo
Baird Analyst Downgrades Bank of America (BAC) Stock to Neutral
Bank of America Corporation (NYSE:BAC) is one of the 10 Best Value Stocks to Buy According to Billionaires. On June 27, Baird analyst David George downgraded the company's stock to 'Neutral' from 'Outperform' with an unchanged price objective of $52. The firm is not seeing attractive risk/reward profiles in the US mega-cap banking group. Notably, it remains a huge fan of Bank of America Corporation (NYSE:BAC) franchise, while highlighting that the bank should experience tailwinds from improvement in NIM, together with a favorable capital markets backdrop. A professional banker providing consultation to a customer in the security of his office. That being said, the analyst believes that Bank of America Corporation (NYSE:BAC)'s stock continues to largely reflect this at the current juncture. The company saw a good Q1 2025, with EPS of $0.90, an increase from $0.76 in the last year. This demonstrated growth in net interest income and fee income, with sales and trading delivering the 12th consecutive quarter of YoY revenue growth. Bank of America Corporation (NYSE:BAC) grew average deposits for the 7th consecutive quarter to ~$2 trillion. The company's asset quality was stable, demonstrating a focus on responsible lending, with its robust capital and liquidity levels allowing it to support clients' growth and return $6.5 billion to shareholders. Ariel Investments, an investment management company, released its Q1 2025 investor letter. Here is what the fund said: 'We initiated a position in one of the world's leading financial institutions, Bank of America Corporation (NYSE:BAC). We think the firm's revenue momentum across its capital markets group is underappreciated at current levels. We also expect the company's net interest income growth to exceed Wall Street expectations, despite a conservative outlook for loan growth and re-pricing. Meanwhile, a more favorable regulatory landscape, highlighted by a less restrictive capital rule should lead to a substantial increase in share buybacks. Taken together, we view the company's earnings outlook to be attractive, supported by higher profitability and free cash flow generation amidst an improving operating environment.' While we acknowledge the potential of BAC to grow, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than BAC and that has 100x upside potential, check out our report about this cheapest AI stock. READ NEXT: 13 Cheap AI Stocks to Buy According to Analysts and 11 Unstoppable Growth Stocks to Invest in Now Disclosure: None. Insider Monkey focuses on uncovering the best investment ideas of hedge funds and insiders. Please subscribe to our free daily e-newsletter to get the latest investment ideas from hedge funds' investor letters by entering your email address below. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
01-07-2025
- Business
- Yahoo
David George from a16z on the future of going public at TechCrunch Disrupt 2025
TechCrunch Disrupt 2025 is coming to Moscone West in San Francisco from October 27-29, bringing together 10,000+ startup and VC leaders to chart what's next in tech. And on October 27, on the premier industry stage: , David George of Andreessen Horowitz will take the mic for a fireside chat focused on one of the most important, and often misunderstood, decisions in a company's lifecycle: when to go public. In this conversation, George will unpack what the next generation of scaled startups needs to know — from the shifting dynamics of IPO timing to the rise of secondary markets and the expectations investors now place on founders long before a public debut. This isn't just about getting to an exit. It's about preparing for one, strategically and early, in a market where nothing is guaranteed. As general partner at a16z, George leads the firm's Growth investing team and has been behind many of its biggest late-stage bets. His resume includes growth investments in companies like Airbnb, Slack, Opendoor, AppDynamics, and Uber — iconic names that helped define the last wave of tech IPOs. Before joining a16z, George spent seven years at General Atlantic, working across consumer internet and enterprise software. He began his career in investment banking and private equity, but it's his track record as a growth-stage investor that puts him at the center of today's evolving venture landscape. Whether capital is free-flowing or hard to come by, George knows what separates the companies that endure from the ones that stall out before the finish line. Join 10,000 tech, startup, VC leaders on October 27 on the Going Public Stage at Moscone West to hear directly from one of growth investing's most influential voices. It's all part of TechCrunch Disrupt 2025, where more than 10,000 startup and VC leaders come together to explore what's now and what's next. before prices go up. Sign in to access your portfolio
TechCrunch
01-07-2025
- Business
- TechCrunch
David George on the future of going public at Disrupt 2025
TechCrunch Disrupt 2025 is coming to Moscone West in San Francisco from October 27–29, bringing together 10,000+ startup and VC leaders to chart what's next in tech. And on October 27, on the premiere industry stage: Going Public, David George of Andreessen Horowitz will take the mic for a fireside chat focused on one of the most important, and often misunderstood, decisions in a company's lifecycle: when to go public. What to expect from this fireside chat In this conversation, George will unpack what the next generation of scaled startups needs to know — from the shifting dynamics of IPO timing to the rise of secondary markets and the expectations investors now place on founders long before a public debut. This isn't just about getting to an exit. It's about preparing for one, strategically and early, in a market where nothing is guaranteed. Inside the growth playbook with a16z's David George As general partner at a16z, George leads the firm's Growth investing team and has been behind many of its biggest late-stage bets. His resume includes growth investments in companies like Airbnb, Slack, Opendoor, AppDynamics, and Uber — iconic names that helped define the last wave of tech IPOs. Before joining a16z, George spent seven years at General Atlantic, working across consumer internet and enterprise software. He began his career in investment banking and private equity, but it's his track record as a growth-stage investor that puts him at the center of today's evolving venture landscape. Whether capital is free-flowing or hard to come by, George knows what separates the companies that endure from the ones that stall out before the finish line. Unlock next-level growth strategies and a steep discount Join 10,000 tech, startup, VC leaders on October 27 on the Going Public Stage at Moscone West to hear directly from one of growth investing's most influential voices. It's all part of TechCrunch Disrupt 2025, where more than 10,000 startup and VC leaders come together to explore what's now and what's next. Secure your spot and save up to $675 before prices go up.
