ServisFirst Bancshares, Inc. - Common Stock (SFBS)

Investors applauded the bank's loan growth and surging profits.

Shares of regional banking company ServisFirst Bancshares (NYSE:SFBS) jumped 13% in the afternoon session after the company reported strong fourth-quarter 2025 financial results that surpassed analyst expectations on both the top and bottom lines. 

ServisFirst (SFBS) Earnings Call Transcript

Regional banking company ServisFirst Bancshares (NYSE:SFBS) announced better-than-expected revenue in Q4 CY2025, with sales up 19.7% year on year to $157.9 million. Its non-GAAP profit of $1.58 per share was 14.2% above analysts’ consensus estimates.

Regional banking company ServisFirst Bancshares (NYSE:SFBS) reported Q4 CY2025 results topping the market’s revenue expectations, with sales up 22.9% year on year to $162.2 million. Its non-GAAP profit of $1.58 per share was 14.2% above analysts’ consensus estimates.

Regional banking company ServisFirst Bancshares (NYSE:SFBS) will be reporting results this Tuesday after the bell. Here’s what to look for.

Over the past six months, ServisFirst Bancshares’s shares (currently trading at $73.63) have posted a disappointing 5% loss, well below the S&P 500’s 11.7% gain. This was partly driven by its softer quarterly results and might have investors contemplating their next move.

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The Russell 2000 (^RUT) is packed with potential breakout stocks, thanks to its focus on smaller companies with high growth potential. However, smaller size also means these businesses often lack the resilience and financial flexibility of large-cap firms, making careful selection crucial.

A number of stocks jumped in the afternoon session after comments from a key Federal Reserve official boosted hopes for an interest rate cut. New York Fed President John Williams stated that he sees “room for a further adjustment” for interest rates in the near term. Following his speech, traders increased their bets on a rate cut, with the probability of a December reduction jumping from around 39% to over 70%, according to data from CME Group. The positive sentiment was also reflected in the bond market, where the yield on the 10-year Treasury, a benchmark for mortgage rates, eased following the comments.

Many small-cap stocks have limited Wall Street coverage, giving savvy investors the chance to act before everyone else catches on. But the flip side is that these businesses have increased downside risk because they lack the scale and staying power of their larger competitors.

Quarterly earnings results are a good time to check in on a company’s progress, especially compared to its peers in the same sector. Today we are looking at ServisFirst Bancshares (NYSE:SFBS) and the best and worst performers in the regional banks industry.

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ServisFirst Bancshares’ Q3 results fell short of Wall Street’s expectations, with the stock trading down modestly in response. Management attributed the underperformance to weaker-than-anticipated loan growth, which was driven by elevated loan paydowns and softer lending activity. CEO Thomas Broughton noted that while loan production was below projections, the company’s loan pipeline improved late in the quarter. The bank also faced a notable increase in nonperforming assets, largely tied to a single relationship in multifamily real estate, but emphasized efforts to secure additional collateral and actively manage credit risk. CFO David Sparacio explained that unique items, including a bond portfolio restructuring loss and a solar tax credit investment, impacted reported earnings.

Wall Street is overwhelmingly bullish on the stocks in this article, with price targets suggesting significant upside potential. However, it’s worth remembering that analysts rarely issue sell ratings, partly because their firms often seek other business from the same companies they cover.

Shares of regional banking company ServisFirst Bancshares (NYSE:SFBS) fell 4.6% in the morning session after the company reported third-quarter 2025 financial results that fell short of Wall Street's expectations for both revenue and earnings. 

Regional banking company ServisFirst Bancshares (NYSE:SFBS) fell short of the market’s revenue expectations in Q3 CY2025, but sales rose 10.2% year on year to $136.3 million. Its non-GAAP profit of $1.30 per share was 2.7% below analysts’ consensus estimates.

Regional banking company ServisFirst Bancshares (NYSE:SFBS) fell short of the market’s revenue expectations in Q3 CY2025, but sales rose 10.2% year on year to $136.3 million. Its non-GAAP profit of $1.30 per share was 2.7% below analysts’ consensus estimates.

ServisFirst Bancshares (SFBS) missed Q3 2025 earnings and revenue estimates, causing its stock to drop over 5% in after-hours trading.

Regional banking company ServisFirst Bancshares (NYSE:SFBS) will be reporting earnings this Monday after the bell. Here’s what to expect.

A number of stocks fell in the afternoon session after disclosures from two lenders raised concerns about deteriorating loan quality across the industry.