SLM Corporation (SLMBP)

SLM Corporation is upgraded to buy, as recent student loan reforms offer $4.5-$5B in annual origination tailwinds and valuation has cooled. The near-term outlook is decent, but headwinds on the NIMs front could materialize due to Fed rate cuts. In the long term, SLM stands to benefit from federal lending reforms, with potential 60-75% origination growth over the next few years as new rules phase in.

CHANDLER, Ariz.--(BUSINESS WIRE)---- $CMTL #5G--Sept. 10, 2025-- Comtech Telecommunications Corp. (NASDAQ: CMTL) (“Comtech” or the “Company”), a global communications technology leader, today announced the company's market-leading software defined SLM-5650B became the first sovereign-certified modem to receive Government Terminal Certification (“GTC”) to operate on SES's Medium Earth Orbit (“MEO”) O3b mPOWER satellite constellation. Operating on the high-throughput low-latency O3b mPOWER system, Comtech's SL.

SLM Corporation (NASDAQ:SLM ) Corporation Barclays 23rd Annual Global Financial Services Conference September 9, 2025 10:30 AM EDT Company Participants Peter Graham - Executive VP, CFO & Treasurer Conference Call Participants Terry Ma - Barclays Bank PLC, Research Division Presentation Terry Ma Research Analyst So thank you, everyone, for joining. My name is Terry Ma, I cover consumer finance at Barclays.

SLM Corporation (NASDAQ:SLM ) Q2 2025 Earnings Conference Call July 24, 2025 5:30 PM ET Company Participants Jonathan W. Witter - CEO & Director Kate deLacy - Senior Director & Head of Investor Relations Peter M.

Although the revenue and EPS for Sallie Mae (SLM) give a sense of how its business performed in the quarter ended June 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.

Sallie Mae (SLM) came out with quarterly earnings of $0.32 per share, missing the Zacks Consensus Estimate of $0.49 per share. This compares to earnings of $1.11 per share a year ago.

SLM Posts Q2 Earnings Miss

Beyond analysts' top-and-bottom-line estimates for Sallie Mae (SLM), evaluate projections for some of its key metrics to gain a better insight into how the business might have performed for the quarter ended June 2025.

Sallie Mae (SLM) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Sallie Mae (SLM) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #2 (Buy).

SLMBP faces more downside than upside due to likely lower SOFR rates and tight credit spreads, making current prices unsustainable. The preferred shares are highly sensitive to both interest rate declines and market risk-off events, as seen in recent drawdowns. If SOFR drops by 100 bps, SLMBP's price will need to fall to maintain an 8% yield, implying significant price risk.

After losing some value lately, a hammer chart pattern has been formed for Sallie Mae (SLM), indicating that the stock has found support. This, combined with an upward trend in earnings estimate revisions, could lead to a trend reversal for the stock in the near term.

Does Sallie Mae (SLM) have what it takes to be a top stock pick for momentum investors? Let's find out.

The headline numbers for Sallie Mae (SLM) give insight into how the company performed in the quarter ended March 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

SLM Corporation (NASDAQ:SLM ) Q1 2025 Earnings Conference Call April 24, 2025 5:30 PM ET Company Participants Kate deLacy - Senior Director and Head of Investor Relations Jon Witter - Chief Executive Officer Pete Graham - Chief Financial Officer Melissa Bronaugh - Managing Vice President of Strategic Finance Conference Call Participants Jeff Adelson - Morgan Stanley Terry Ma - Barclays Moshe Orenbuch - TD Cowen Michael Kaye - Wells Fargo Nate Richam - Bank of America John Hecht - Jefferies Rick Shane - J.P. Morgan Mark DeVries - Deutsche Bank Operator Welcome to the Sallie Mae First Quarter 2025 Earnings Conference Call.

Sallie Mae (SLM) came out with quarterly earnings of $1.40 per share, beating the Zacks Consensus Estimate of $1.19 per share. This compares to earnings of $1.27 per share a year ago.