First Financial (FFIN) Moves 5.8% Higher: Will This Strength Last?

Company Overview - First Financial Bankshares (FFIN) shares increased by 5.8% to close at $33.52, following a period of 9.4% loss over the past four weeks, indicating a significant recovery in stock performance [1] - The bank is primarily operating in Texas and is expected to report quarterly earnings of $0.43 per share, reflecting a year-over-year increase of 16.2% [3] - Revenue projections for the upcoming report are estimated at $149.2 million, which is a 12.9% increase compared to the same quarter last year [3] Market Context - The recent rally in FFIN shares was influenced by broader market strength, particularly after President Donald Trump's announcement of a 90-day suspension on tariffs for non-retaliating countries, which alleviated trade tensions and improved market sentiment [2] - The consensus EPS estimate for FFIN has remained unchanged over the last 30 days, suggesting stability in earnings expectations [4] Industry Comparison - First Financial is part of the Zacks Banks - Southwest industry, where another competitor, Southside Bancshares (SBSI), saw a 3.9% increase in its stock price, closing at $27.64, despite a -7.6% return over the past month [4] - Southside Bancshares has an unchanged EPS estimate of $0.67 for the upcoming report, which represents a decline of 5.6% from the previous year [5]