Capital One (COF) CEO “Will be Excoriated,” Says Jim Cramer

Group 1 - Capital One Financial Corporation (NYSE:COF) is one of the largest banks in America and has been highlighted by Jim Cramer due to its acquisition of Discover Financial, which is expected to enhance its position in the payment card market [2] - RBC Capital raised the price target for Capital One from $255 to $275, maintaining a Sector Perform rating, citing potential benefits from strong consumer finance trends expected in 2026 [2] - Bank of America increased its price target for Capital One from $248 to $268 with a Buy rating, noting strong performance in the bank's November credit metrics [2] - BTIG also raised its price target for Capital One from $264 to $308, indicating positive market sentiment towards the bank [2] Group 2 - Jim Cramer expressed concerns regarding the potential backlash against Capital One's CEO, Richard Fairbank, in light of President Trump's proposal for a 10% cap on credit card interest [2][3] - The article suggests that while Capital One has investment potential, there are AI stocks that may offer higher returns with limited downside risk [3]