MOS · Deep Dive

BAC

Bank of America Corporation
2026-05-13 07:14 ET · Analysis took 16.8s
$50.55 -0.5% Bullish
Bank of America Corporation (BAC) trades at $50.55, a 12% discount to its $63 target, with a composite score of -1/100 indicating a contrarian buy signal. Despite a downtrend (-4.8% 1M, -5.7% 3M) and negative Sharpe ratio (-0.02), the stock's 17.1% 1Y return and 8% revenue growth suggest underlying strength. The market is pricing a key risk: can BAC maintain its 29% margin and 10.0 fwd P/E multiple amid increasing competition in AI-driven trading, as seen in its LTX partnership?
Composite
-1
/ 100
1M
-4.8%
3M
-5.7%
6M
-4.9%
1Y
+17.1%
Trend
DOWN
Sharpe
-0.02

Fundamentals
Sector
Financial Services
Industry
Banks - Diversified
Market Cap
$358B
Fwd P/E
10.0
Trail P/E
12.5
Beta
1.22
Dividend
2.2%
Analyst Target
$63
Margin
29%
Rev Growth
8%
EPS Growth
24%
ROE
11%
From 52w High
-12.2%
From 52w Low
+19.3%
Consensus
Strong Buy

Research Digest
Bank of America raised its Micron target to $950 on AI-driven demand outpacing supply. Separately, BofA partnered with LTX on AI-powered corporate bond trading and reaffirmed a Buy rating on Block after Q1 earnings. BofA's actions suggest bullishness on AI and select fintech plays, but the market may be underestimating sector volatility.
Headlines
GuruFo BofA Sees More Room for Micron's AI Rally
Bloomb Memory Crunch Deepens Chasm Between Stock Winners and Losers
Simply Bank Of America Deepens AI Bond Trading Role With LTX Partnership
TheStr BofA revisits Block stock price target after earnings
Inside Here’s What the Street Thinks About The Kroger (KR) Ahead of Q1 2026 Earnings

Covered Calls
StrikeDTEPremiumAnn. ReturnOTM %Delta
$54.0 23d $0.26 8.0% 6.9% 0.11
$55.0 36d $0.29 5.8% 8.9% 0.11
$55.0 30d $0.21 4.9% 8.9% 0.08
$53.0 23d $0.44 14.0% 4.9% 0.19
$55.0 23d $0.14 4.4% 8.9% 0.05
MOS · Deep Dive · 2026-05-13 07:14 ET
Generated in 16.8s · mosbrief.com