A better-than-expected November unemployment report on Friday outweighed investors' fears of the eventual tapering of Federal Reserve bond purchases.
Oppenheimer initiates its coverage of EverBank with an "outperform" rating and a price target implying 26% upside for the shares.
Even using 'very conservative' assumptions, KBW expects most large-cap U.S. banks to be approved by the Federal Reserve for huge increases in capital returns to investors next year.
Citigroup was downgraded by Deutsche Bank and Goldman, but KBW analyst Fredrick Cannon still thinks Citi "remains a compelling investment."
Most bank stocks sank on Thursday, after a huge upward revision in the third-quarter U.S. GDP growth estimate.
Talent from Bank of America "should enable PVTB to outperform peers on loan growth," according to KBW analyst Christopher McGratty.
The expected curtailment of Federal Reserve bond purchases 'seems more likely to be negative for banks/credit markets near term,' according to Deutsche Bank analyst Matt O'Connor.
Large regional banks fared well after ADP said private U.S. employers added 215,000 jobs during November.
The bank and its former CFO settled charges of failing to write down loans being sold in a timely fashion at the height of the credit crisis in 2008.
A group of nine regional bank stocks has plenty of room for growth from 'potential EPS improvement over the next 2-3 years.'