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

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

    80% confidence
  • 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
  • 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
What we know · the intelligence behind this page
Live from the substrate
What we're seeing
Q4 2026 Oncology Data Season and Biotech Capital Allocation: ESMO Readouts, Ivonescimab PDUFA, and Diverging Corporate Moves
Late-2026 biotech is driven by a dense catalyst calendar. ESMO 2026 delivers data from ivonescimab, Enhertu, R-DXd and bemarituzumab, and the FDA has set a 14 Nov PDUFA date for the ivonescimab BLA. Capital allocation is diverging. Krystal Biotech authorized a $400M buyback while lowering FY2026 spend guidance and pushing milestones into 2027. Spago is moving to delist from Nasdaq First North. The facts are clinical and corporate events, not AI or fintech, so the finance angle is limited to capital markets (buybacks, guidance, delistings, regulatory timelines).
Our read on the data ›
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.
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Where sources disagree
Ford Motor Company
Both facts give cash for Ford Motor Company at the same point in time (2025-12-31; FY 2025 year-end and Q4 2025 year-end are the same date). Both are labelled USD, but the values are 23,356,000,000 and 23.356, which cannot both be true in USD. The two numbers agree once the second is read as billions (23.356 bn = 23,356,000,000), so the economic content is consistent and the conflict is a unit/scale error in the Q4 2025 record. The period is not the reason for the conflict: a Q4 and an FY figure at the same year-end date should match.
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