Coverage / USB / Trade Card

USB

US Bancorp

OPPORTUNISTIC BUY 2026-08-01 Updated today USD 63.01 Financial Services - Banks - DiversifiedAWAIT ENTRY
59

Position levels

Currenttoday
USD 63.01
Buy <=wait / entry
USD 54.00
Trim >=take some off
USD 66.00
Thesis breakA formal regulatory action such as a consent order or capital constraint imposed...
-

Scenario-weighted conviction

ProbabilityScoreContribution
Bull case26%100 / 10026.0
Base case49%62 / 10030.4
Bear case25%10 / 1002.5
Weighted conviction59 / 100 - OPPORTUNISTIC BUY

Top risks

  • Completed acquisition of BTIG effective June 1 2026
  • Q2 2026 EPS beat of 6.30% ($1.35 actual vs $1.27 est) with raised 2026 guidance
  • Multiple analyst price target raises including JPM to $69 Citi to $72 and Evercore upgrade to Outperform
Read full report →