$SFNC

DA Davidson raised its price target for Simmons First National (SFNC) to $25, citing strong Q3 results that exceeded net interest margin and EPS expectations. The firm expects continued net interest margin expansion and modest net interest income growth. SFNC's Q3 earnings met estimates, but revenue missed slightly. Keefe, Bruyette & Woods also adjusted its price target to $25, maintaining an Outperform rating.

Keefe Bruyette & Woods reduced Simmons First National's (SFNC) price target to $25 from $26, citing Q3 2026 results that met estimates and exceeded pre-provision net revenue by $0.02 per share. The bank's net interest margin increased 8 basis points, but tangible book value per share declined 6%. SFNC's stock trades at 9.5x 2027 earnings and offers a 3.9% dividend yield. Q3 earnings matched estimates, but revenue missed slightly.

Simmons First National reported Q3 Non-GAAP EPS of $0.54, beating estimates by $0.01, while revenue of $251.2M missed expectations by $2.26M, up 8.0% year-over-year. The stock fell 1.26% on the news, according to the company's press release.

Banc of California (BANC) reported Q2 revenue of $285.7M, up 4.7% YoY but missing estimates by 3.1%, with stock down 18.1% to $17.35. Simmons First National (SFNC) reported $251.6M revenue, up 14.1% YoY, meeting expectations but missing EPS and net interest income estimates, with stock down 3.7% to $22.39. ServisFirst Bancshares (SFBS) reported $168.5M revenue, up 20.9% YoY, meeting expectations but slightly missing net interest income estimates, with stock down 9.8% to $38.60.

Simmons First National Corporation (SFNC) will release Q3'26 earnings on October 15, with revenue estimated at 254.03 million USD and EPS expected at 0.54 USD, according to the company.

Simmons First National Corporation (SFNC) will release its Q3 2026 earnings after market close on October 15, 2026, followed by a conference call on October 16. The call will be accessible via phone and the company's website. SFNC is a Mid-South financial holding company with 220 branches across six states, recognized for its workplace culture and banking services.

Banc of California (BANC) rose 6.4% post-earnings. National Bank Holdings (NBHC) missed revenue estimates, down 7.9%. Simmons First National (SFNC) met revenue but missed EPS, down 1.6%. Commerce Bancshares (CBSH) beat revenue, flat. Market risks shifted from AI to geopolitics.

Analysts made several rating changes: Bernstein upgraded Ormat (ORA) to Market Perform, Morgan Stanley upgraded Shell (SHEL) to Overweight with a $101.30 target, Barclays upgraded W.P. Carey (WPC) to Equal Weight, Baird upgraded Sonida Senior Living (SNDA) to Outperform with a $43 target, and Piper Sandler upgraded Simmons First National (SFNC) to Overweight with a $27.50 target. Canaccord downgraded UiPath (PATH) to Hold with a $17 target, Craig-Hallum downgraded Ambarella (AMBA) to Hold with a

Analysts made several calls: Goldman Sachs reiterated Tesla as neutral, citing Cybercab's cost benefits. Bernstein kept Apple as outperform, noting market share gains. Baird upgraded Sonida Senior Living to outperform. Morgan Stanley upgraded Shell to overweight, expecting acceleration. Piper Sandler upgraded Simmons First National to overweight. Goldman upgraded Vodafone to buy. B. Riley initiated Infleqtion as buy. William Blair kept Nvidia as outperform, approving its Hugging Face acquisition

Fed Governor Waller's comments on holding rates steady sparked a market rally, with the Nasdaq up 1.4% and Bitcoin above $80,000. Analysts upgraded Shell (NYSE: SHEL) to Overweight with a $101.30 target, while downgrading Ambarella (NASDAQ: AMBA) to Hold. StoneX initiated PulteGroup (NYSE: PHM) as Buy and Lennar (NYSE: LEN) as Hold. Major indices closed higher, with the Nasdaq at 26,584, Dow at 53,686, S&P 500 at 7,747, and Russell 2000 at 2,966.