East West Bancorp stock price target raised to $104 from $100 at Piper Sandler

Published 08/09/2025, 14:10
East West Bancorp stock price target raised to $104 from $100 at Piper Sandler

Investing.com - Piper Sandler raised its price target on East West Bancorp (NASDAQ:EWBC) to $104.00 from $100.00 on Monday, while maintaining a Neutral rating on the stock. The bank, currently valued at $14.8 billion, has demonstrated solid performance with a 14.5% year-to-date return and maintains a 2.2% dividend yield, having consistently paid dividends for 27 consecutive years.

The price target increase follows East West Bancorp’s updated slide presentation filed Friday after market close, which raised the bank’s fiscal year 2025 net interest income (NII) and total revenue growth guidance to "trending towards 10%" from the previous "trending above 7%." According to InvestingPro, nine analysts have recently revised their earnings estimates upward, suggesting growing confidence in the bank’s outlook.

The bank’s updated guidance uses the forward curve as of August 31, compared to the previous guidance based on the June 30 forward curve. All other guidance metrics remained unchanged in the presentation.

Piper Sandler’s new price target reflects a multiple of 11.0x the firm’s 2026 estimated earnings per share, up from the previous 10.5x multiple. The research firm noted this valuation is better than East West Bancorp’s historical 1.5-turn discount to peers, citing the bank’s stronger relative growth performance and financial returns.

The research firm maintained its 2025 and 2026 earnings per share estimates for East West Bancorp at $9.16 and $9.50, respectively, as its outlook already assumed NII growth of 9.7% and total revenue growth of 9.3%.

In other recent news, East West Bancorp reported strong financial results for the second quarter of 2025, surpassing analyst expectations. The company achieved an earnings per share of $2.28, exceeding the forecast of $2.25, and reported revenue of $705 million, which was higher than the anticipated $703.43 million. Additionally, East West Bancorp raised its fiscal year 2025 revenue guidance to "trending toward 10%" from a previous forecast of "7%+", driven by stronger deposit and loan growth.

In terms of analyst ratings, Keefe, Bruyette & Woods reiterated their Outperform rating for East West Bancorp. DA Davidson increased its price target for the company from $115 to $125, maintaining a Buy rating, following the company’s solid second-quarter results and notable loan growth. Similarly, Citi raised its price target from $116 to $124, citing stronger-than-expected net interest income performance as a key factor. These developments highlight the company’s positive financial trajectory and the confidence analysts have in its continued growth.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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