Here’s What TD Cowen Thinks About Capital One Financial Corporation (COF)

​Capital One Financial Corporation (NYSE:COF) is one of the Best Value Stocks to Buy for Long Term Investment. On May 15, Hoang Nguyen from TD Cowen maintained a Buy rating on Capital One Financial Corporation (NYSE:COF) with a price target of $260. Earlier, on May 13, Donald Fandetti from Wells Fargo also reiterated a Buy rating on the stock with a price target of $260.

​The ratings follow the company’s fiscal Q1 2026 earnings released on April 21. During the quarter, the company posted $15.2 billion in net revenue, along with an EPS of $4.42. Both revenue and EPS fell below the expectations of $15.37 billion and $4.57, respectively. Revenue was down 2% from Q4 2025, while noninterest expense also declined 9% over the same time. The company missed estimates mainly due to higher-than-expected provisions, mostly in the card and consumer segments.

​On the bright side, the pre-provision earnings improved $530 million, or 8%, compared to the prior quarter. Consumer provision was driven by better growth and a higher reserve rate due to the subprime mix and a modestly lower outlook for vehicle values.

​​Capital One Financial Corporation (NYSE:COF) is a technology-based financial services company.

While we acknowledge the risk and potential of COF as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than COF and that has 10,000% upside potential, check out our report about this cheapest AI stock.

READ NEXT: 10 Best Stocks to Buy While the Market Is Down and 14 Stocks That Will Double in the Next 5 Years. 

Disclosure: None. Insider Monkey focuses on uncovering the best investment ideas of hedge funds and insiders. Please subscribe to our free daily e-newsletter to get the latest investment ideas from hedge funds’ investor letters by entering your email address below.

1281292 - 11759070 - 1