NewtekOne

NEWT · NASDAQ

$11.19+$0.26 (+2.38%)TodayMarket closed · Oct 20, 7:30 PM ET

Prev close $10.93

NEWT analyst rating

HoldConsensus of 3 analysts over the last 12 months. 33% rate it a buy.

Strong buy0
Buy1
Hold2
Underperform0
Sell0

12-month price target · 7 analysts

Average $16.12 (+44.0% upside)

Low: $13.13
Now: $11.19
High: $22.05

Upgrades and downgrades

The latest rating actions, newest first

NEWT analyst upgrades, downgrades and rating actions
Firm	Date	Action	Rating	Price target	Hit rate
B. Riley Securities	Aug 31, 2026	Maintains	Buy	$25.00 → $21.00	56%
Piper Sandler	Aug 7, 2026	Maintains	Neutral	$14.00 → $15.00	37%
Keefe, Bruyette & Woods	May 1, 2026	Maintains	Market Perform	$12.00 → $13.00	68%
Piper Sandler	Feb 9, 2026	Maintains	Neutral	$13.00 → $14.00	37%
Keefe, Bruyette & Woods	Jan 30, 2026	Maintains	Market Perform	$13.00 → $14.00	68%
Piper Sandler	Jan 9, 2026	Maintains	Neutral	$12.50 → $13.00	37%

The case for and against

Updated Feb 9, 2026

Bull case

NewtekOne Inc. anticipates a 9% growth in earnings per share (EPS) for the banking sector in 2025 and an increase to 11% in 2026, highlighting a trend of positive operating leverage within the group. The company is expected to benefit from improving loan growth, which serves as a potential catalyst especially for traditional spread lenders, while also engaging in significant joint ventures that indicate future expansion. Additionally, a projected boost of $30 million to Common Equity Tier 1 (CET1) and tier one capital from recent transactions further underscores the financial strength and growth trajectory of NewtekOne Inc.

Bear case

NewtekOne Inc faces significant risks that could adversely affect its earnings outlook, primarily stemming from a potential slowdown in small business growth and credit deterioration in its SBA and commercial loan portfolios. Additionally, the loss of key executive leadership and ongoing interest rate volatility represent further challenges, potentially undermining the company's operational stability. The potential loss of Preferred Lender Program (PLP) status for its SBA business could also create substantial headwinds, complicating its ability to compete effectively in the financial solutions market.

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