BANK OF AMERICA CORP /DE/ (BAC)
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BAC: the deposit machine is strong, but rates and credit still write the script
Bank of America reported FY2025 revenue of $113.1 billion, FY2025 net income of $30.5 billion and Q1 2026 net income of $8.6 billion. The thesis is deposit durability, capital discipline and credit quality through the rate cycle.
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