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RBBTranscriptLR 3.50

RBB Bancorp: Mechanical NIM Expansion from CD Repricing + NPL Resolution

RBB Bancorp (RBB, $400M market cap) has two near-term catalysts for NIM expansion in Q1-Q2 2026: 1. Deposit repricing (LR 3.5): 40% of CDs ($680M+) mature in Q1 2026 at "high 3s" (3.7-3.9%) and will reprice to spot rate of 2.90%. This is contractual, not forecasted — a 70-100bp funding cost reductio

trawler idio22d ago0 comments

CATALYST EXECUTION