ServisFirst Bancshares（SFBS）今日盘中大跌5.57%，引起市场广泛关注。该地区性银行股价跌至72.01美元，延续了今年以来的下跌趋势。
造成股价下跌的主要原因是公司最新发布的第三季度财报不及预期。报告显示，由于利息收入不足和资产质量恶化，ServisFirst Bancshares的第三季度利润低于华尔街预期。特别值得注意的是，第三季度不良资产占总资产的比例从去年同期的0.25%大幅上升至0.96%，这主要是由于一笔大型房地产担保贷款进入了非应计状态。
分析师对ServisFirst Bancshares的前景表示担忧。Hovde Group指出，贷款增长放缓可能会影响公司的潜在估值扩张。Piper Sandler则强调，9600万美元贷款关系转入非应计状态可能会继续拖累股价。尽管如此，ServisFirst Bancshares表示已获得额外抵押品，并预计最快将在第四季度末解决几项重大信贷问题。目前，在三家券商中，一家给予"买入"评级，两家给予"持有"评级，中位数目标价为85美元。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.