Analysts have shifted to a more cautious outlook regarding loan growth at U.S. banks this year. A series of macroeconomic uncertainties has led analysts to lower net loan growth estimates for 2025, a trend that started back in January. The acceleration of these downward revisions came after recent earnings reports in April. Financial institutions now face potential challenges that could constrain lending. Investors should monitor these developments closely as they may impact overall economic performance and the stability of the banking sector in the coming months.