Capital One (COF)
International Stocks
Buy
The speaker examines credit card debt risks in the banking sector and the stock's valuation opportunities.
Jim Cramer40d
* Does not constitute investment advice
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How recommendation distribution changed over time
Covered by 5 analysts
Mixed views among analysts
Last evaluation 40+ days ago - stale data
Both buy and sell recommendations exist
Decreasing interest recently
Chronological view of analyst recommendations for this asset
The speaker examines credit card debt risks in the banking sector and the stock's valuation opportunities.
CNBC TelevisionThe analyst briefly comments on the recent negativities experienced by the company and the deterioration in stock performance.
CNBC TelevisionThe speaker evaluates the sharp drop in Capital One stock, the Brex acquisition, and the credit card interest rate cap discussions.
CNBC TelevisionEvaluates the trend of large companies turning to M&A to bridge innovation gaps and the place of the Capital One transaction within this trend.
CNBC TelevisionThe speaker evaluates the recent acquisition, the weak earnings report, and rising credit provisions.
Yahoo FinanceEvaluates the potential impact of the lawsuit filed by Trump plaintiffs on the company and its market position.
CNBC TelevisionThe speaker scrutinizes Capital One's strategic moves, including its acquisition of Brex, and evaluates its potential to compete in the corporate credit card market against established players like American Express. He analyzes the company's valuation multiple relative to its peers.
CNBC TelevisionThe anchor reviews Capital One's missed expectations in the fourth-quarter earnings report and the pressure on the stock following major acquisition news.
Yahoo FinanceThe speaker analyzes the potential devastating impact of the proposed 10% interest rate cap on the profitability of consumer finance companies.
Yahoo FinanceThe speaker selects the bank as a top performer for 2026, analyzing the payment network advantage gained from the Discover acquisition as providing defensive strength against regulatory risks.
CNBC TelevisionThe speaker analyzes the risks of the proposed interest rate cap regulation on the profitability models of credit card-focused banks and its sectoral impacts.
CNBC TelevisionThe speaker analyzes the risks of the 10% credit card interest rate cap proposal on banking sector profitability.
Yahoo FinanceThe segment analyzes the sharp market reaction and stock decline for the lender following news of potential regulatory caps on interest rates.
CNBC TelevisionAnalysts examine the outlook in the financial services sector and dynamics in the credit card market.
CNBC TelevisionThe speaker evaluates consolidation in the credit card sector and the impact of rate cuts on financial companies.
CNBC TelevisionThe acquisition of the Discover network and the impact of the share buyback program on the company's valuation are examined.
CNBC TelevisionThe speaker evaluates the performance of this stock as one of the key companies contributing to the stock market success in the Washington D.C. region.
CNBC TelevisionThe speaker interprets the resilience in consumer spending and her preference in the banking sector.
CNBC TelevisionThe speaker scrutinizes the company's unique competitive advantage as both a card issuer and payment network provider, along with its multi-year growth story. She evaluates its global position despite its consumer-focused structure.
CNBC TelevisionThe speaker evaluates the company's potential performance for the coming year and its weight in the investment trust.
CNBC TelevisionThe speaker examines credit card debt risks in the banking sector and the stock's valuation opportunities.
* Does not constitute investment advice
The analyst briefly comments on the recent negativities experienced by the company and the deterioration in stock performance.
* Does not constitute investment advice
The speaker evaluates the sharp drop in Capital One stock, the Brex acquisition, and the credit card interest rate cap discussions.
* Does not constitute investment advice
Evaluates the trend of large companies turning to M&A to bridge innovation gaps and the place of the Capital One transaction within this trend.
* Does not constitute investment advice
The speaker evaluates the recent acquisition, the weak earnings report, and rising credit provisions.
* Does not constitute investment advice
Evaluates the potential impact of the lawsuit filed by Trump plaintiffs on the company and its market position.
* Does not constitute investment advice
The speaker scrutinizes Capital One's strategic moves, including its acquisition of Brex, and evaluates its potential to compete in the corporate credit card market against established players like American Express. He analyzes the company's valuation multiple relative to its peers.
* Does not constitute investment advice
The anchor reviews Capital One's missed expectations in the fourth-quarter earnings report and the pressure on the stock following major acquisition news.
* Does not constitute investment advice
The speaker analyzes the potential devastating impact of the proposed 10% interest rate cap on the profitability of consumer finance companies.
* Does not constitute investment advice
The speaker selects the bank as a top performer for 2026, analyzing the payment network advantage gained from the Discover acquisition as providing defensive strength against regulatory risks.
* Does not constitute investment advice
The speaker analyzes the risks of the proposed interest rate cap regulation on the profitability models of credit card-focused banks and its sectoral impacts.
* Does not constitute investment advice
The speaker analyzes the risks of the 10% credit card interest rate cap proposal on banking sector profitability.
* Does not constitute investment advice
The segment analyzes the sharp market reaction and stock decline for the lender following news of potential regulatory caps on interest rates.
* Does not constitute investment advice
Analysts examine the outlook in the financial services sector and dynamics in the credit card market.
* Does not constitute investment advice
The speaker evaluates consolidation in the credit card sector and the impact of rate cuts on financial companies.
* Does not constitute investment advice
The acquisition of the Discover network and the impact of the share buyback program on the company's valuation are examined.
* Does not constitute investment advice
The speaker evaluates the performance of this stock as one of the key companies contributing to the stock market success in the Washington D.C. region.
* Does not constitute investment advice
The speaker interprets the resilience in consumer spending and her preference in the banking sector.
* Does not constitute investment advice
The speaker scrutinizes the company's unique competitive advantage as both a card issuer and payment network provider, along with its multi-year growth story. She evaluates its global position despite its consumer-focused structure.
* Does not constitute investment advice
The speaker evaluates the company's potential performance for the coming year and its weight in the investment trust.
* Does not constitute investment advice