WFC research calls — Wells Fargo & Company

Calls › WFC

WFC Wells Fargo & Company · Financial Services

1 research call since Oct 20. Latest view: Lean bullish

Last close

$82.66 2026-10-27

1 week

+0.6%

1 month

-0.4%

3 months

-4.8%

1 year

-3.5%

Latest call vs SPY

+0.6% since 2026-10-19

Technical scan

Strong Buy rank 65 of 127

Price, last 12 months daily close · markers are published calls

Current technical signals nightly scan, 2026-10-27

MACD: Bullish WeakeningOBV: Confirmed Uptrend

Notable moves days WFC was among the market's biggest movers

2026-10-19 -2.5% Top decliner of the day · $81.80
2026-09-22 -3.9% Top decliner of the day · $83.15

What would change the latest view

Q4 2026 NII prints materially below the ~$13B guide AND FY27 NII guidance comes in flat-to-down — confirms the estimate-cut scenario
FY27 EPS consensus breaks below ~$7.60 (bottom of current range) on net negative revisions — the positive-revision leg of the thesis is dead
Net charge-offs accelerate above ~0.5% or provisions step up again materially — converts 'contained credit' into a credit thesis
No ROTCE progress toward 17% by mid-2027 — the re-rating case has no anchor
Stock breaks below the 52-week low (~$73) on sector-wide credit news — thesis timing is wrong regardless of fundamentals

All calls on WFC

WFC Lean bullish

Oct 20, 2026 · Wells Fargo & Company · edge 5/10· evidence 7/10

Not a trap — but not momentum.

WFC's October selloff was a guidance-disappointment re-rating (revenue/NII miss, unchanged FY26 NII guide ~$50B, rising provisions) rather than fundamental deterioration. EPS beat, ROTCE is grinding toward management's 17–18% target, FY27 EPS estimates are being revised up (11 up vs 4 down in 30 days), and the stock trades at ~10.1x FY27 EPS and ~1.84x TBV with analyst targets…

Entry $81.80 (2026-10-19) 1m vs SPY: +0.6% so far

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