C Stock Surges 9.2% With A 6-day Winning Spree On Analyst Upgrades

-26.58%
Downside
120
Market
88.41
Trefis
C: Citigroup logo
C
Citigroup

Citigroup (C) stock hit day 6-day winning streak, with cumulative gains over this period amounting to a 9.2%. The company market cap has surged by about $19 Bil over the last 6 days, and currently stands at $221 Bil.

The stock has YTD (year-to-date) return of 77.5% compared to 17.9% for S&P 500. This calls for re-evaluation of stock’s valuation, and find out whether this is an opportunity, or a trap.

What Triggered The Rally?

Catalyst Details Impact Date
     
Multiple Analyst Upgrades and Positive Outlook
  • KBW reiterated Outperform rating with $118 PT
  • JPMorgan upgraded to Overweight with $124 PT
  • Sustained stock price increase
  • Increased investor confidence
2025-12-19
     
Successful Strategic Restructuring and Expansion
  • Reduction of management layers from 13 to 8
  • Announced 30% expansion of Japan investment banking team
  • Positive market reaction to operational efficiency
  • Anticipation of future growth
2025-12-24
     

Opportunity or Trap?

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Below is our take on valuation.

There are a few things to fear in Citigroup stock given its overall Moderate operating performance and financial condition. Hence, despite its Moderate valuation, this makes the stock look Risky (For details, see Buy or Sell C).

But here is the real interesting point.

You are reading about this 9.2% move after it happened. The market has already priced in the news. To catch the next winner before the headlines, you need predictive signals, not notifications. Our High Quality Portfolio has flagged 5 new opportunities that haven not surged yet.

Returns vs S&P 500

The following table summarizes the return for C stock vs. the S&P 500 index over different periods, including the current streak:

Return Period C S&P 500
1D 1.8% 0.3%
6D (Current Streak) 9.2% 1.9%
1M (21D) 21.9% 3.4%
3M (63D) 19.8% 5.0%
YTD 2025 77.5% 17.9%
2024 41.9% 23.3%
2023 19.0% 24.2%
2022 -22.1% -19.4%

However, big gains can follow sharp reversals – but how has C behaved after prior drops? See C Dip Buyer Analysis to learn more.

Gains and Losses Streaks: S&P 500 Constituents

There are currently 128 S&P constituents with 3 days or more of consecutive gains and 7 constituents with 3 days or more of consecutive losses.
 

Consecutive Days # of Gainers # of Losers
3D 58 6
4D 22 0
5D 38 0
6D 8 0
7D or more 2 1
Total >=3 D 128 7

 
 
Key Financials for Citigroup (C)

Last 2 Fiscal Years:

Metric FY2023 FY2024
Revenues $77.0 Bil $81.1 Bil
EBT $12.9 Bil $17.0 Bil
Net Income $9.2 Bil $12.7 Bil

Last 2 Fiscal Quarters:

Metric 2025 FQ2 2025 FQ3
Revenues $21.7 Bil $22.1 Bil
EBT $5.2 Bil $5.3 Bil
Net Income $4.0 Bil $3.8 Bil

While C stock looks attractive given its winning streak, investing in a single stock without detailed, thorough analysis can be risky. The Trefis High Quality (HQ) Portfolio, with a collection of 30 stocks, has a track record of comfortably outperforming its benchmark that includes all 3 — the S&P 500, S&P mid-cap, and Russell 2000 indices. Why is that? As a group, HQ Portfolio stocks provided better returns with less risk versus the benchmark index; less of a roller-coaster ride, as evident in HQ Portfolio performance metrics.