How to Play JPM Stock as Tech Spend Ramps in 2026 Amid AI Uncertainty?

Lo que extrajimos de esta fuente

The claims Via News extracted from this document. We point to the source; we don't replace it.

• JPMorgan expects non-interest expenses of $105 billion in 2026, up more than 9% from 2025

  80% confidence

• JPMorgan plans to add 500 more branches by 2027, including more than 160 in 2026 across 30 states, and renovate nearly 600 locations

  80% confidence

• Bank of America expects 2026 NII to rise 5-7% year over year, following 7% increase in 2025

  80% confidence

• JPMorgan is a Zacks Rank #3 (Hold) stock; recommend retaining if already owned, but others may wait for a better entry point

  80% confidence

• JPMorgan is past peak modernization in infrastructure, with modernization shifting from data-center/infrastructure toward modernizing application code and data to benefit from AI

  80% confidence

• Analysts are bullish on JPMorgan's prospects, with earnings estimates for 2026 and 2027 revised upward over the past week

  80% confidence

• JPMorgan doubled AI use cases in production in 2025, focusing on customer service, personalized client insights, and developer productivity

  80% confidence

• JPMorgan expects approximately $19.8 billion of technology spend in 2026, up 10% year over year

  80% confidence

• JPMorgan expects card service NCO rate to be roughly 3.4% on favorable delinquency trends driven by continued resilience of the consumer

  80% confidence

• Citigroup guides 5-6% NII growth for 2026, after delivering 11% year-over-year growth in 2025

  80% confidence

• JPMorgan ranked #1 globally in investment banking with an estimated 8.4% wallet share in 2025

  80% confidence

• JPMorgan expects NII for 2026 to be approximately $104.5 billion, up 9% year over year, assuming two rate cuts

  80% confidence

• Bank of America plans to open 150 more financial centers by 2027

  80% confidence

Data points we hold from this source