Wintrust (WTFC) Soars 9.4%: Is Further Upside Left in the Stock?

Company Overview - Wintrust Financial (WTFC) shares increased by 9.4% to close at $104.13, following a period of 12.2% loss over the past four weeks, indicating a significant recovery in investor sentiment [1][2] - The bank holding company is expected to report quarterly earnings of $2.52 per share, reflecting a year-over-year decline of 12.8%, while revenues are projected to be $643.03 million, an increase of 6.3% from the previous year [3] Market Reaction - The surge in Wintrust Financial's stock price was influenced by President Trump's announcement of a 90-day pause on reciprocal tariffs for most trading partners, which alleviated trade war concerns and improved the economic outlook [2] - The consensus EPS estimate for Wintrust has remained stable over the last 30 days, suggesting that the recent stock price increase may not be sustainable without positive earnings estimate revisions [4] Industry Context - Wintrust is part of the Zacks Banks - Midwest industry, where First Business Financial Services (FBIZ) also operates, closing 5.8% higher at $47.30, despite a -4.5% return over the past month [4] - First Business Financial Services has seen a 1.5% increase in its consensus EPS estimate to $1.29, representing a 24% increase from the previous year, and also holds a Zacks Rank of 2 (Buy) [5]