Update shared on10 Sep 2025
Fair value Increased 1.23%Analysts have raised their price target for East West Bancorp to $120.15, citing improved loan growth expectations, elevated net interest income and revenue guidance, constructive regulatory outlook, and strong recent earnings, all of which reinforce optimism about the company’s fundamentals.
Analyst Commentary
- Bullish analysts cite improved loan growth expectations and forecast a rebound in commercial lending, especially in the back half of the year, supporting higher estimates and price targets.
- Management’s raised net interest income and total revenue growth guidance, now trending toward 10% for FY25, prompted upward revisions in analyst models.
- Constructive regulatory developments, including anticipated deregulation, are seen as supportive of banking fundamentals and valuations across the sector.
- Several reports highlight stronger deposit growth and the “high-quality” nature of recent quarterly earnings, further reinforcing optimism around the company’s fundamentals.
- Sector-wide valuation discounts for mid-cap banks and an improved economic outlook are driving bullish positioning, with the belief that the current environment underappreciates East West Bancorp's operating prospects.
What's in the News
- Completed repurchase of 25,987 shares for $2.33 million in Q2 2025, representing 0.02% of shares outstanding.
- Total buyback since March 2020 now stands at 10,250,972 shares repurchased, or 7.18% outstanding, for $558.74 million.
Valuation Changes
Summary of Valuation Changes for East West Bancorp
- The Consensus Analyst Price Target remained effectively unchanged, moving only marginally from $118.69 to $120.15.
- The Consensus Revenue Growth forecasts for East West Bancorp remained effectively unchanged, moving only marginally from 10.6% per annum to 10.8% per annum.
- The Future P/E for East West Bancorp remained effectively unchanged, moving only marginally from 13.91x to 14.08x.
Disclaimer
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