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Source document· January 9, 2026

JPM Q4 Earnings on Deck: Buy, Sell or Hold the Stock Ahead of Results?

View original at finance.yahoo.com
JPM Q4 Earnings on Deck: Buy, Sell or Hold the Stock Ahead of Results? JPMorgan JPM is slated to report fourth-quarter and full-year 2025 earnings on Jan…
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  • JPMorgan's earnings are closely watched for clues about the broader financial sector and are often seen as a bellwether for how other banks may perform

    80% confidence
  • Existing shareholders may continue to hold JPM stock, given its strong fundamentals and proven resilience. Potential investors should carefully weigh factors and assess risk tolerance before initiating new positions

    80% confidence
  • JPMorgan expects to record a $2.2 billion provision for credit losses in fourth-quarter 2025 tied to its forward purchase commitment for Apple Card

    80% confidence
  • IB revenues in the fourth quarter are expected to increase in the low single digit

    80% confidence
  • Management expects NII to reach almost $25 billion in the fourth quarter of 2025, which implies a full-year NII of approximately $95.8 billion

    80% confidence
  • The chances of an earnings beat for JPMorgan are low this time based on Earnings ESP of -0.03% and Zacks Rank #3

    80% confidence
  • Management expects markets revenues in the fourth quarter to rise at a low-teens percentage rate on a year-over-year basis

    80% confidence
What we know · the intelligence behind this page
Live from the substrate
What we're seeing
Q4 2026 Biopharma Catalyst Cluster: Late-Stage Readouts and Regulatory Milestones
October 2026 brings a dense run of Phase 3 wins (ALOFT-IPF, RESTORE-3), new data presentations (Roche, Bayer, Lilly, Vertex, Galderma) and regulatory steps (FDA acceptance of Roche's vamikibart BLA, Scholar Rock's EMA resubmission). The next big catalyst is the ivonescimab FDA PDUFA date on 2026-11-14. Obesity combination studies (REDEFINE 4, TOGETHER-PsO) and the 2027 Maritime-1 completion point to more catalysts ahead. QAIAx's speculative AI-linked trial claims (the QIII pilot, targeted for 2027) are an unrelated micro-cap sideshow with weak evidence, and have little in common with the large-cap pipeline news.
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Signals we're tracking
EPKINLY Regulatory-Clinical Success Cascade
High probability of expanded label indications, additional combination approvals, and competitive positioning strength in follicular lymphoma market. Predicts positive commercial uptake and potential accelerated review for related indications.
Patterns we're watching ›
Where sources disagree
ING Group
Both facts record the same metric (shares_outstanding) for ING Group at the identical observation date (2025-12-31). FACT A states 2,902,437,688 shares; FACT B states 2,902 million shares (2,902,000,000). The difference is 437,688 shares (~0.015%). This is a genuine value conflict, though the discrepancy appears to result from FACT B rounding to the nearest million while FACT A provides the precise count.
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