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What the street is doing, not what I think

What top X accounts are doing, not what I think

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USB

U.S. BancorpEarnings 10/15Clear split
Close 57.42 (2026-10-15)28 days -4.7%1Y +23.6%28 d mentions 3

Stance mix of tracked accounts 3 accounts mentioned it · latest post counts

BullishNeutralNo stanceBearish
Bullish
1
Neutral
0
No stance
1
Bearish
1

Consensus and splits Reasons (analyst tagged) and views from the past 14 days

Bull case
  • 1Fundamentals
  • @TheTranscript_: U.S. Bancorp CEO reported strong Q3 26 results with record net revenue of $8V, diluted EPS of $1.34 up 10% Y/Y, ROTCE of 18.5%, efficiency ratio of 55.9%, and improved net charge-off ratio to 51 bps. $USB +1% PM.
Bear case
  • 1Technicals
  • @jam_croissant: (@jam_croissant 轉發)他表示美國大型銀行股已進入調整區,例如 Goldman Sachs -24%、Capital One -25%,KBW 銀行指數由 8 月高位下跌 14%,過往崩盤前銀行指數早 4-8 個月見頂,或許是警訊。標 $JPM $BAC $C $WFC $GS $MS 看淡。

Clear split. Accounts are on both sides; see the two columns above for where they differ.

Current views Each account’s latest stance and reasoning; change is vs that account’s previous call
Bullish First call
Fundamentals · Medium term · U.S. Bancorp CEO reported strong Q3 26 results with record net revenue of $8V, diluted EPS of $1.34 up 10% Y/Y, ROTCE of 18.5%, efficiency ratio of 55.9%, and improved net charge-off ratio to 51 bps. $USB +1% PM.
2026-10-15 19:20 HKT Original post ↗
No stance
Basis not tagged · Lots of financial stocks are reporting earnings this week, including $WFC $BAC $JPM $UNH $ASML $GS $TSM $AA $DPZ $JNJ and many others. No specific stock mentioned as a view.
2026-10-13 16:48 HKT Original post ↗
Cem Karsan 🥐 @jam_croissantViews ›
Bearish First call
Technicals · Medium term · (@jam_croissant 轉發)他表示美國大型銀行股已進入調整區,例如 Goldman Sachs -24%、Capital One -25%,KBW 銀行指數由 8 月高位下跌 14%,過往崩盤前銀行指數早 4-8 個月見頂,或許是警訊。標 $JPM $BAC $C $WFC $GS $MS 看淡。
2026-10-08 22:22 HKT Original post ↗
Background How the narrative evolved over time, for context on current views

By week Last 4 weeks

  • 10/10–10/16 · 2 posts · Bull 1 / Bear 0
    @TheTranscript_: U.S. Bancorp CEO reported strong Q3 26 results with record net revenue of $8V, diluted EPS of $1.34 up 10% Y/Y, ROTCE of 18.5%, efficiency ratio of 55.9%, and improved net charge-off ratio to 51 bps. $USB +1% PM. (Bullish)
  • 10/3–10/9 · 1 posts · Bull 0 / Bear 1
    @jam_croissant: (@jam_croissant 轉發)他表示美國大型銀行股已進入調整區,例如 Goldman Sachs -24%、Capital One -25%,KBW 銀行指數由 8 月高位下跌 14%,過往崩盤前銀行指數早 4-8 個月見頂,或許是警訊。標 $JPM $BAC $C $WFC $GS $MS 看淡。 (Bearish)
  • 9/26–10/2 · 0 posts · Bull 0 / Bear 0
    No discussion
  • 9/19–9/25 · 0 posts · Bull 0 / Bear 0
    No discussion

Key views and how they evolved Newest first

USBEarnings 10/15 Bullish2026-10-15 19:20 HKTOriginal post ↗

U.S. Bancorp CEO reported strong Q3 26 results with record net revenue of $8V, diluted EPS of $1.34 up 10% Y/Y, ROTCE of 18.5%, efficiency ratio of 55.9%, and improved net charge-off ratio to 51 bps. $USB +1% PM.

See original

U.S. Bancorp CEO: "We delivered strong Q3 26 results. Record net revenue of $8V drove diluted EPS of $1.34, up 10% Y/Y, a return on tangible common equity of 18.5%, and an efficiency ratio of 55.9%. The net charge-off ratio improved to 51 basis points." $USB: +1% PM

Image 1 ↗

Reasoning: Fundamentals · Medium term Specific

USBEarnings 10/15 Bearish↻ Repost of @macropaperr2026-10-08 22:22 HKTOriginal post ↗

(@jam_croissant 轉發)他表示美國大型銀行股已進入調整區,例如 Goldman Sachs -24%、Capital One -25%,KBW 銀行指數由 8 月高位下跌 14%,過往崩盤前銀行指數早 4-8 個月見頂,或許是警訊。標 $JPM $BAC $C $WFC $GS $MS 看淡。

Image 1 ↗

Reasoning: Technicals · Medium term Specific

No-stance mentions (1)
USBEarnings 10/15 No stance2026-10-13 16:48 HKTOriginal post ↗

Lots of financial stocks are reporting earnings this week, including $WFC $BAC $JPM $UNH $ASML $GS $TSM $AA $DPZ $JNJ and many others. No specific stock mentioned as a view.

See original

Lots of Financial Stocks reporting this earnings week: http://TradingTerminal.com/calendar via @MarketAtlas @BearBullTraders $WFC $BAC $JPM $UNH $ASML $GS $TSM $AA $DPZ $JNJ $C $IBKR $MS $SFNC $STT $TFC $HOMB $MRSH $CNS $FAST $FHN $CFG $SOTK $BNY $BSVN $PLD $NRDBY $WIT $USB $ERIC $AZZ $CMC $BLK $SCHW $MAN $ACI $FBK $EQBK $INDB $JBHT $MTB $PGR $TRV $WSE $WAFD $PNC $RF

Image 1 ↗

Reasoning: Not tagged by analyst

Fund flows or trade records mentioned in posts reflect only the account’s own claims, are marked “Per the post” and are unverified.

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