KBW maintains Coastal Financial Outperform rating, $114 target

Published 18/03/2025, 13:06
KBW maintains Coastal Financial Outperform rating, $114 target

On Tuesday, Coastal Financial Corp (NASDAQ:CCB) maintained its Outperform rating and $114.00 price target by analysts at Keefe, Bruyette & Woods (KBW), following the company’s announcement of a restatement of its financials due to a material weakness. Despite this development, KBW emphasized that there have been no changes to Coastal Financial’s previously reported earnings per share (EPS) of $2.98 or core key performance indicators (KPIs), such as core net revenue excluding indemnifications. According to InvestingPro data, the company has demonstrated remarkable performance with a 130.79% return over the past year.

The restatement, which sometimes raises concerns among investors, has been described as having no true financial impact, with all revisions being relatively minor and related to items that net out to zero. Coastal Financial has already initiated efforts to address the material weakness and believes that the 10-K report filed represents the company’s financial position accurately in accordance with Generally Accepted Accounting Principles (GAAP).

KBW’s confidence in Coastal Financial’s earnings remains unchanged, and the firm does not anticipate any adjustments to its positive outlook for the company. With analyst targets ranging from $100 to $120 and a strong "Buy" consensus recommendation of 1.25, the market appears optimistic. The analysts highlighted Coastal Financial’s low credit risk, potential benefits from lower rates, a significantly improving return profile, and strong regulatory positioning. InvestingPro data shows the company maintains a "GREAT" financial health score of 3.17. The company is also recognized for its top-decile earnings growth, with more than 155% EPS growth projected from 2024 to 2026.

Coastal Financial’s commitment to digital banking innovation and its valuation metrics were also noted as reasons for the firm’s top idea status in the digital banking sector. Unlock 10 additional valuable insights about CCB with InvestingPro, including detailed financial health metrics and growth forecasts. The company’s swift response to the financial restatement and its proactive measures to rectify the identified material weakness underscore its dedication to transparency and financial integrity.

In other recent news, Coastal Financial Corp has been the focus of several analyst updates following its latest financial developments. Keefe, Bruyette & Woods raised their price target for the company to $114, citing the bank’s strong performance and projected earnings per share (EPS) growth of 157% from 2024 through 2026. This upgrade is based on Coastal Financial’s enhanced regulatory compliance and growth opportunities in the Banking-as-a-Service (BaaS) space. Meanwhile, Raymond (NSE:RYMD) James also adjusted its price target for Coastal Financial, increasing it from $88 to $100, after the company’s fourth-quarter earnings surpassed Wall Street expectations.

Raymond James highlighted Coastal Financial’s unique credit philosophy and active balance sheet management, which included selling $845.5 million in loans to manage risk. The firm noted that 97.9% of net charge-offs were covered by partners, reinforcing the company’s minimal credit risk model. Additionally, Coastal Financial’s recent signing of letters of intent with three new national partners is expected to drive future growth, despite the uncertain timing of their onboarding.

Raymond James maintains a Strong Buy rating on Coastal Financial, emphasizing the potential for the BaaS segment’s margin expansion and increased profitability. The firm believes that Coastal Financial’s current valuation does not fully reflect the earnings potential of its BaaS initiatives. Both Keefe and Raymond James anticipate that Coastal Financial’s strategic investments in risk and compliance infrastructure will support its growth trajectory in the evolving BaaS industry.

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