Customers Bancorp

Recent Removal From Favorites Will Shape Future Digital Finance Leadership

AN

AnalystConsensusTarget

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

24 Sep 24

Updated

09 Dec 25

Views

56

n/a

n/a

AnalystConsensusTarget's Fair Value

n/a

1Y

55.0%

7D

4.2%

Loading

1Y

55.0%

7D

4.2%

You can edit this narrative until Dec 10 9:10 PM. Then, changes will post as Updates.

Author's Valuation

US$85.3312.5% undervalued

AnalystConsensusTarget Fair Value

Shared on 09 Dec 25

Fair value Increased 0.69%

CUBI: Ongoing Loan Expansion Will Drive Future Share Price Outperformance

Analysts have nudged their price target for Customers Bancorp modestly higher, lifting fair value by about $1 to roughly $85 per share as they factor in slightly faster revenue growth, resilient margins, and continued momentum in loan expansion and digital initiatives despite some recalibration of favored stock lists. Analyst Commentary Recent Street research reflects a generally constructive stance on Customers Bancorp, with some selective pruning from favored stock lists tempering the otherwise positive narrative.

Shared on 25 Nov 25

CUBI: Continued Digital Expansion And New Team Hires Will Drive Outperformance

Analysts have raised their price target on Customers Bancorp from $89 to $95, citing robust momentum in team expansion, digital platform development, and loan growth as key factors supporting this upward revision. Analyst Commentary Recent street research highlights contrasting perspectives on Customers Bancorp, reflecting both optimism around growth drivers and caution regarding potential headwinds that could impact valuation and performance.

Shared on 10 Nov 25

Fair value Increased 5.77%

CUBI: Accelerating Loan Growth And Team Expansion Will Drive Further Upside

Customers Bancorp's analyst price target has increased from $80.13 to $84.75, as analysts cite strengthening revenue growth and continued operational momentum to support the higher valuation. Analyst Commentary Analyst perspectives on Customers Bancorp remain divided, with several highlighting growth opportunities alongside some cautionary notes.

Shared on 27 Oct 25

Fair value Increased 3.67%

Customers Bancorp’s analyst price target was raised from $77.29 to $80.13 as analysts cite modest adjustments to discount rates, as well as a revised outlook on growth and profitability. Analyst Commentary Market watchers continue to examine both the opportunities and risks surrounding Customers Bancorp as analysts adjust their expectations for the company’s future.

Shared on 31 Jul 25

Fair value Increased 1.88%

With the future P/E ratio steady at 6.94x and the discount rate unchanged at 6.73%, Customers Bancorp’s consensus analyst price target remained effectively flat at $75.86. What's in the News Jay Sidhu will retire as CEO of Customers Bancorp on January 1, 2026, transitioning to executive chairman, with Sam Sidhu appointed as CEO.

Shared on 01 May 25

Fair value Increased 32%

Shared on 23 Apr 25

Fair value Decreased 0.10%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 17 Apr 25

AnalystConsensusTarget has decreased revenue growth from 10.2% to 8.3%.

Shared on 09 Apr 25

Fair value Decreased 2.85%

AnalystConsensusTarget has increased revenue growth from 8.5% to 10.2%.

Shared on 02 Apr 25

Fair value Decreased 8.13%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 26 Mar 25

Fair value Decreased 0.32%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 19 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 11 Mar 25

Fair value Decreased 2.37%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

AnalystConsensusTarget Fair Value

US$85.33

12.5% undervalued

Future estimation in

Growth p.a.

Growth p.a.

%

Decrease

Increase

Current revenue growth rate

11.74%

Banks revenue growth rate

0.26%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

7.24%

Calculation

US$375.59m

Earnings '28

x

11.49x

PE Ratio '28

=

US$4.32b

Market Cap '28

US$4.32b

Market Cap '28

/

41.86m

No. shares '28

=

US$103.09

Share Price '28

US$103.09 Share Price '28

Discounted to 2025 @ 7.24% p.a.

=

US$83.59

Fair Value '25