Expectations trend
FY2027 · fiscal year ending 2027-12-31 · fmp
NASDAQFinancialsBanks - RegionalSnapshot 2026-11-04
The long-term thesis, the evidence coming in, and the environment around it. Thesis dated Jul 8, 2026.
Next-FY EPS estimate change · 30 days
1.51 → 1.30 EPS · FY ending Dec 31, 2027 · 4 analysts
One observable signal. This measures changing earnings expectations, not the probability of a gain or loss.
Change in the same fiscal period’s mean EPS estimate from Oct 5, 2026 to Nov 4, 2026: (new ÷ prior − 1). Contributor count changed from 4 to 4; this is not the number of analysts revising. The ±10% axis is a display range.
The EPS and P/E reference is not available for HOPE yet.
| Measure / period | Management expectations | Analyst expectations |
|---|
Management figures unavailable.
Current consensus figures unavailable.
4 published thesis conditions, with dated milestones shown separately.
| Key Factor | Why It Matters | Current Status | Break Condition | Latest Evidence |
|---|---|---|---|---|
Maintain quarterly dividend of $0.14 per share | The company maintains a stable quarterly dividend of $0.14 per share. | Intact | Dividend per share falls below $0.14 next 4 quarters | Dividend per share: $0.14 per share FY2026-Q2; GAAP. Published target: >=0.14 USD per share quarterly. Target period is not explicitly aligned with this observation. Aug 6, 20260.14 USD/share · source valueLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Compare these dated observations with the operating requirements above
FY2027 · fiscal year ending 2027-12-31 · fmp
The evidence, the remaining questions, and what comes next
No recovery evidence is reported in the available driver assessments.
Observed price history; separate from operating scenarios
The weekly editorial context below is a separate assessment from the dated monitor evidence above. Recovery observations do not automatically change the published thesis. Unverified outside influences are hypotheses, not measured driver evidence.
HOPE is a regional bank with a measured, execution-dependent multi-year thesis, not a clear growth story in the current evidence. The thesis is on watch: earnings quality and recent performance are neutral, management execution is volatile, and the latest results weakened momentum.
The valuation evidence is mixed. HOPE is described as cheap versus peers, while the expectations gap is close to neutral and the valuation measure has risen recently. The priced-in assessment is justified, with low fragility, so the evidence does not point to extreme market expectations.
Near term, the latest earnings miss and a run of misses are concerns, although the stated miss risk is low. Net income and the efficiency ratio improved from 2026-Q1 to Q3, even as expense dollars rose. The acquisition closed in October, but its integration and wider benefits remain unproven over the multi-year view.
The multi-year thesis depends on successful integration of the acquired commercial banking unit and continued control of expenses. Near term, a guidance cut would be a meaningful negative; the evidence also flags possible pressure on financial companies if rate cuts begin. Continued earnings strength and higher guidance from sector bellwethers would support sector momentum.
HOPE has some evidence of improving efficiency and a completed acquisition, but the latest miss and weaker momentum leave execution as the central question over the next 1 to 3 years. The long-term thesis remains on watch. Not investment advice.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
| Net income improved to $29.5 million in Q1 2026. |
| Intact |
| Net income falls below $25 million next 4 quarters |
Net income: $33.031M FY2026-Q2; GAAP. Published target: >=29.5 million USD. Target period is not explicitly aligned with this observation. Aug 6, 202633,031,000 USD · source valueLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Increase operating income above $37.9 million | Operating income rose to $37.9 million in Q1 2026. | Intact | Operating income falls below $30 million next 4 quarters | Operating income: $42.585M FY2026-Q2; GAAP. Published target: >=37.9 million USD. Target period is not explicitly aligned with this observation. Aug 6, 202642,585,000 USD · source valueLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Sustain revenue growth near 23% YoY | A primary condition in Hope Bancorp, Inc.'s published investment case. The stated target is >=23% YoY. | Broken | YoY revenue growth falls below 15% next 4 quarters | Revenue growth: -1.25% FY2026-Q2; GAAP. Published target: >=23% YoY. Target period is not explicitly aligned with this observation. Aug 6, 2026-1.251411 percent · calculatedLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Stored thesis · Jul 8, 2026. Latest Evidence uses source-matched measurements where available, alongside the last thesis-monitor assessment. Source periods and assessment dates are shown separately. A new measurement does not automatically change the published status or verify an older target.
$1.59 → $1.30 · observed estimates
$0.77B → $0.76B · observed estimates
One fiscal period and provider throughout. At least five contributors are required for each plotted metric; missing coverage stays a gap. Axes show the observed range. Counts measure coverage, not revisions.
| Snapshot | EPS | Revenue | EPS / revenue analysts |
|---|---|---|---|
| 2026-07-24 | $1.59 | $768,900,000 | 4 / 2 |
| 2026-07-25 | $1.52 | $775,833,333 | 3 / 2 |
| 2026-07-26 | $1.59 | $768,900,000 | 4 / 2 |
| 2026-07-27 | $1.52 | $775,833,333 | 3 / 2 |
| 2026-07-28 | $1.51 | $768,500,000 | 3 / 2 |
| 2026-07-29 | $1.58 | $757,900,000 | 4 / 2 |
| 2026-07-30 | $1.52 | $771,433,333 | 3 / 2 |
| 2026-07-31 | $1.59 | $762,300,000 | 4 / 2 |
| 2026-08-01 | $1.52 | $771,433,333 | 3 / 2 |
| 2026-08-02 | $1.52 | $771,433,333 | 3 / 2 |
| 2026-08-03 | $1.59 | $762,300,000 | 4 / 2 |
| 2026-08-04 | $1.52 | $771,433,333 | 3 / 2 |
| 2026-08-05 | $1.58 | $761,000,000 | 4 / 3 |
| 2026-08-06 | $1.58 | $761,000,000 | 4 / 3 |
| 2026-08-07 | $1.52 | $771,433,333 | 3 / 2 |
| 2026-08-08 | $1.58 | $761,000,000 | 4 / 3 |
| 2026-08-09 | $1.58 | $761,000,000 | 4 / 3 |
| 2026-08-10 | $1.58 | $761,000,000 | 4 / 3 |
| 2026-08-12 | $1.58 | $761,000,000 | 4 / 3 |
| 2026-08-13 | $1.52 | $771,433,333 | 3 / 2 |
| 2026-08-14 | $1.52 | $771,433,333 | 3 / 2 |
| 2026-08-15 | $1.52 | $771,433,333 | 3 / 2 |
| 2026-08-16 | $1.52 | $771,433,333 | 3 / 2 |
| 2026-08-17 | $1.52 | $771,433,333 | 3 / 2 |
| 2026-08-18 | $1.52 | $771,433,333 | 3 / 2 |
| 2026-08-19 | $1.52 | $771,433,333 | 3 / 2 |
| 2026-08-20 | $1.50 | $761,000,000 | 3 / 2 |
| 2026-08-21 | $1.50 | $761,000,000 | 3 / 2 |
| 2026-08-22 | $1.50 | $761,000,000 | 3 / 2 |
| 2026-08-23 | $1.50 | $761,000,000 | 3 / 2 |
| 2026-08-24 | $1.50 | $761,000,000 | 3 / 2 |
| 2026-08-25 | $1.50 | $761,000,000 | 3 / 2 |
| 2026-08-26 | $1.50 | $761,000,000 | 3 / 2 |
| 2026-08-27 | $1.50 | $761,000,000 | 3 / 2 |
| 2026-08-28 | $1.50 | $761,000,000 | 3 / 2 |
| 2026-08-29 | $1.50 | $761,000,000 | 3 / 2 |
| 2026-08-30 | $1.50 | $761,000,000 | 3 / 2 |
| 2026-08-31 | $1.50 | $761,000,000 | 3 / 2 |
| 2026-09-01 | $1.50 | $761,000,000 | 3 / 2 |
| 2026-09-02 | $1.50 | $761,000,000 | 3 / 2 |
| 2026-09-03 | $1.50 | $761,000,000 | 3 / 2 |
| 2026-09-04 | $1.50 | $761,000,000 | 3 / 2 |
| 2026-09-05 | $1.50 | $761,000,000 | 3 / 2 |
| 2026-09-06 | $1.50 | $761,000,000 | 3 / 2 |
| 2026-09-07 | $1.50 | $761,000,000 | 3 / 2 |
| 2026-09-08 | $1.50 | $761,000,000 | 3 / 2 |
| 2026-09-09 | $1.50 | $761,000,000 | 3 / 2 |
| 2026-09-10 | $1.50 | $761,000,000 | 3 / 2 |
| 2026-09-11 | $1.50 | $761,000,000 | 3 / 2 |
| 2026-09-12 | $1.50 | $761,000,000 | 3 / 2 |
| 2026-09-13 | $1.50 | $761,000,000 | 3 / 2 |
| 2026-09-14 | $1.50 | $761,000,000 | 3 / 2 |
| 2026-09-15 | $1.50 | $761,000,000 | 3 / 2 |
| 2026-09-16 | $1.50 | $761,000,000 | 3 / 2 |
| 2026-09-17 | $1.50 | $761,000,000 | 3 / 2 |
| 2026-09-18 | $1.50 | $761,000,000 | 3 / 2 |
| 2026-09-19 | $1.50 | $761,000,000 | 3 / 2 |
| 2026-09-20 | $1.50 | $761,000,000 | 3 / 2 |
| 2026-09-21 | $1.50 | $761,000,000 | 3 / 2 |
| 2026-09-22 | $1.50 | $762,366,667 | 3 / 2 |
| 2026-09-23 | $1.50 | $762,366,667 | 3 / 2 |
| 2026-09-24 | $1.50 | $762,366,667 | 3 / 2 |
| 2026-09-25 | $1.50 | $758,165,000 | 4 / 3 |
| 2026-09-26 | $1.50 | $758,165,000 | 4 / 3 |
| 2026-09-27 | $1.50 | $758,165,000 | 4 / 3 |
| 2026-09-28 | $1.50 | $758,165,000 | 4 / 3 |
| 2026-09-29 | $1.50 | $758,165,000 | 4 / 3 |
| 2026-09-30 | $1.50 | $758,165,000 | 4 / 3 |
| 2026-10-01 | $1.50 | $758,165,000 | 4 / 3 |
| 2026-10-02 | $1.50 | $759,415,000 | 4 / 3 |
| 2026-10-03 | $1.51 | $759,415,000 | 4 / 3 |
| 2026-10-04 | $1.51 | $759,415,000 | 4 / 3 |
| 2026-10-05 | $1.51 | $759,415,000 | 4 / 3 |
| 2026-10-06 | $1.51 | $759,415,000 | 4 / 3 |
| 2026-10-07 | $1.51 | $759,415,000 | 4 / 3 |
| 2026-10-08 | $1.51 | $759,415,000 | 4 / 3 |
| 2026-10-09 | $1.54 | $759,415,000 | 4 / 3 |
| 2026-10-10 | $1.54 | $759,415,000 | 4 / 3 |
| 2026-10-11 | $1.54 | $759,415,000 | 4 / 3 |
| 2026-10-12 | $1.54 | $759,415,000 | 4 / 3 |
| 2026-10-13 | $1.54 | $759,415,000 | 4 / 3 |
| 2026-10-14 | $1.54 | $759,415,000 | 4 / 3 |
| 2026-10-15 | $1.54 | $759,415,000 | 4 / 3 |
| 2026-10-16 | $1.54 | $759,415,000 | 4 / 3 |
| 2026-10-17 | $1.54 | $759,415,000 | 4 / 3 |
| 2026-10-18 | $1.54 | $759,415,000 | 4 / 3 |
| 2026-10-19 | $1.54 | $759,415,000 | 4 / 3 |
| 2026-10-20 | $1.54 | $759,415,000 | 4 / 3 |
| 2026-10-21 | $1.54 | $759,415,000 | 4 / 3 |
| 2026-10-22 | $1.54 | $759,415,000 | 4 / 3 |
| 2026-10-23 | $1.54 | $759,415,000 | 4 / 3 |
| 2026-10-24 | $1.54 | $759,415,000 | 4 / 3 |
| 2026-10-25 | $1.54 | $759,415,000 | 4 / 3 |
| 2026-10-26 | $1.54 | $759,415,000 | 4 / 3 |
| 2026-10-27 | $1.54 | $759,415,000 | 4 / 3 |
| 2026-10-28 | $1.54 | $759,415,000 | 4 / 3 |
| 2026-10-29 | $1.49 | $759,765,000 | 4 / 3 |
| 2026-10-30 | $1.40 | $759,025,000 | 4 / 3 |
| 2026-10-31 | $1.36 | $758,750,000 | 3 / 3 |
| 2026-11-01 | $1.36 | $758,750,000 | 3 / 3 |
| 2026-11-02 | $1.36 | $758,750,000 | 3 / 3 |
| 2026-11-03 | $1.30 | $758,600,000 | 4 / 3 |
| 2026-11-04 | $1.30 | $758,600,000 | 4 / 3 |
Revenue and EPS estimates track expectations. They are not delivered results or like-for-like proof of a required annual path.
Latest: 1 Buy / Strong Buy · 4 Hold · 0 Sell / Strong Sell
Recent actions · Oct 6–Nov 4 · 2 recorded
Individual price-target observations are unavailable.
0 raises · 0 cuts · 0 unchanged · 0 without a comparable prior
Oct 6, 2026–Nov 4, 2026. Each firm's latest positive target is paired only with its immediately prior positive target from the same provider, at most 180 days earlier. Unmatched observations have one dot; conflicting observations are not compared.
Next earnings date unavailable
Look for updated results and guidance against the published targets, plus direct evidence for unresolved drivers.
4 of 4 published conditions remain under pressure or need verification. The next results need to address those conditions.
The dated weekly assessment and its assumptions are available in Read detailed Outlook.