Baird adds ‘Bullish Fresh Picks’ on Capital One, Huntington

Baird added “Bullish Fresh Picks” on shares of Capital One (COF) and Huntington Bancshares (HBAN). The stocks’ risk/reward are “getting quite attractive” given the recent weakness, the analyst tells investors in a research note. The recent weakness in the bank group has resulted in the best risk/reward trade-off Baird has seen since 2023. The firm says that while recent tariff announcements “make no sense,” the “margin of safety is now there to buy bank stocks more aggressively here.”