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JPMorgan price target raised to $366 from $350 at Goldman Sachs

Goldman Sachs raised the firm’s price target on JPMorgan (JPM) to $366 from $350 and keeps a Buy rating on the shares after its Q3 earnings beat and ROTCE of 20.5%, 3.5 points above its medium term target of 17%. JPMorgan management also increased the 2025 net interest income ex-Markets guide to $92.2B, vs. about $92B previously on stronger than expected balance sheet growth and the updated forward curve, the analyst tells investors in a research note. The guidance appears achievable given the improving loan growth backdrop and markets’ liability sensitivity in spite of the pressure on net interest margins, the firm added.

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