The Q4 earnings results from big banks show no major concerns, but stock weakness continues. Bank stocks were strong in 2025, pullback may be a sell-the-news reaction. Total earnings for 28 S&P 500 members are up 17.5% with 89.3% beating EPS estimates. Q4 earnings growth trend is positive, revenue beats slightly below average.

An under-the-radar semiconductor company, not like NVIDIA, is poised for growth. With strong earnings and expanding customer base, it’s set to capitalize on AI, ML, and IoT demand. Global semiconductor market expected to reach $971 billion by 2028. Interested investors can learn more about this stock for free.

For more information on the Q4 earnings season and evolving expectations, check out Zacks Investment Research’s weekly Earnings Trends report. Bank stocks outlook remains positive, with estimates for Q1 2026 and full-year 2026 starting to increase. Earnings and revenue growth rates are showing acceleration, with above-average beats on EPS estimates.

Read more at Nasdaq: What Are the Tailwinds for Bank Stocks?