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Source document· December 24, 2025

Is JPMorgan Stock a Buy for 2026 as it Hits an All-Time High?

View original at finance.yahoo.com
Is JPMorgan Stock a Buy for 2026 as it Hits an All-Time High? JPMorgan’s JPM shares reached a new all-time high of $327.78 yesterday, driven by optimism for the easing rate cycle and stronger U.S…
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  • JPMorgan remains well-placed for growth in 2026, backed by its robust capital markets business, dominant IB position, decent NII growth expectations and continued expansion through branch openings

    80% confidence
  • NII expected to rise 6-7% in 2025

    80% confidence
  • JPMorgan is mulling entry into the crypto trading business

    80% confidence
  • NII (excluding Markets) expected to grow 5.5%

    80% confidence
  • Consensus mark for 2025 and 2026 revenues suggests a year-over-year rise of 2.8% and 3.9%, respectively

    80% confidence
  • 2026 non-interest expenses expected to rise by more than $9 billion to $105 billion

    80% confidence
  • NII (excluding Markets) expected to be nearly $92.2 billion in 2025 and $95 billion in 2026

    80% confidence
  • Zacks Consensus Estimate for earnings implies 2.9% and 3.5% year-over-year growth for 2025 and 2026, respectively

    80% confidence
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The Agentic Takeover of the CFO's Office
Enterprise finance software vendors—BlackLine, OneStream, Numero AI, and Oracle—are racing to embed autonomous AI agents into core financial operations (close, consolidation, reporting), backed by consolidation M&A (Numero-Royu, BlackLine-WiseLayer), fresh leadership hires, and survey data showing nearly a quarter of CFOs plan to boost AI spending over 50%. Adoption momentum is strong even as at least one bellwether (Oracle) sees its stock lag year-to-date, suggesting the market hasn't yet fully priced in the shift from AI-as-feature to AI-as-agent in finance.
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Morgan Stanley & Co. LLC
Two significantly different EPS values (10.21 vs 2.68 USD_per_share) are reported for Morgan Stanley on the same observation date (2025-12-31). Fact A specifies FY 2025, while Fact B's 'N/A' fiscal period is ambiguous. If both represent FY 2025 annual EPS, these values directly conflict. The magnitude of the difference (3.8x) is too large to attribute to rounding or minor calculation variations. The missing fiscal period in Fact B raises data quality concerns, but same-date observation + same attribute should reference the same period.
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