Honestly, a lot of analysts including these big name banks are as absolutely clueless as the rest of us when it comes to predicting the trend or direction of bitcoin over any period of time. It has proven that it is nothing like a company, where they can evaluate all sorts of information like margins, profits, new products, etc. and it is more like a commodity that is moving wildly but has great universal demand. It's also worth noting that these very banks are late to the part in many cases, so it would highly benefit them to be able to stock up on Bitcoin at lower costs to push it back on to their very high net worth clients who are probably seeking exposure to crypto a lot at the moment.