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Posted by
Two Blokes May 22, 2025 -
Filed in
Stock
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9 views
Customers Bancorp is a pure-play business lender with a diversified, specialized loan portfolio and conservative underwriting. Revenue and deposit growth surged during the PPP era, but have since normalized; recent earnings volatility reflects strategic balance sheet repositioning and not credit deterioration. Management guides for 7-10% loan and NII growth in 2025, supported by an improving yield curve and recent tariff truce, but macro risks remain.
