Consensus Q1 2026 revenue is pegged at $18.60 billion with EPS expected at $2.18, representing a 5.4% and 11.8% year-over-year increase respectively, as the stock trades near its average analyst target of $93.71.
Investors are primarily focused on Banking Net Interest Income (NII) after management recently raised its 2026 full-year target to $45 billion.
Performance is expected to be supported by high-interest rates and robust wealth management growth across Asia, particularly in Hong Kong. However, analysts are wary of potential credit losses stemming from geopolitical volatility in the Middle East and ongoing commercial real estate exposure in mainland China.