C

AI Research

+60% past year + IB fees +mid-teens Q1 → crypto forecasts scaled back

Citigroup's business turnaround is being reflected in its 60.3% stock appreciation over the past year, with Q1 2026 investment banking fees and markets revenues expected to grow in the mid-teens year-over-year, supported by strong M&A and equity capital markets activity. However, the bank is pulling back on aggressive crypto forecasts as Washington's slow legislative process delays digital asset regulation. The stock trades at $107 with Junto Capital recently reducing its position by 44%; analysts see 27.98% earnings growth in 2026 and a 2.2% dividend yield.