ANALYST-UPGRADE ·Filed Oct 5, 2026

WFC

WELLS FARGO & COMPANY/MN
BULLISH
Impact 4/10
Processed13d 21h ago SECanalyst-WFC-morganst-20261005
Morgan Stanley double upgrade: Equal-Weight → Overweight

Price Chart

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Executive Summary

Morgan Stanley double upgrade: Equal-Weight → Overweight

Impact Score

Base Score
2/7
LLM Adjustment
+0
Final Score
4/10

Consensus & Targets

Buy / Strong Buy
20 (67%)
Hold
10
Sell / Strong Sell
0
Total Analysts
23
Mean PT
$100.20
Median PT
$100.00
High PT
$115.00
Low PT
$90.00
Current Price
$80.45
Implied Upside
+24.5%

Recent Analyst Activity

DateFirmActionRatingPrice Target
2026-10-05Morgan StanleyupgradeOverweight$102.00
2026-10-02JP MorganmaintainNeutral—
2026-10-01Evercore ISI GroupmaintainOutperform$90.00
2026-10-01Truist SecuritiesmaintainBuy$95.00
2026-07-29JP MorganmaintainNeutral$95.50
2026-07-15BairdmaintainNeutral$92.00
2026-07-15Keefe, Bruyette & WoodsmaintainMarket Perform$94.00
2026-07-07B of A SecuritiesmaintainBuy$102.00
2026-07-07UBSmaintainBuy$104.00
2026-07-06JP MorganmaintainNeutral$93.50

Firm Track Record — Morgan Stanley

Morgan Stanley accuracy: 55% on 4986 calls | avg return: 4.3%

Industry benchmark: mean 51% ± 11%. Top tier: ≥61% (mean + 1σ). Based on 15 firms with ≥5 scored calls.

FirmAccuracyCallsAvg Returnvs Average
B of A Securities100%3/39.1%top tier
Piper Sandler100%5/518.8%top tier
RBC Capital100%2/210.7%top tier
Raymond James100%3/314.8%top tier
Evercore ISI Group82%9/1113.2%top tier
Morgan Stanley78%7/912.5%top tier
Citigroup75%3/46.6%top tier
Goldman Sachs67%4/66%top tier
UBS50%1/25%below average
Barclays50%2/41.5%below average

Earnings Estimates

PeriodEPS Est.EPS RangeRevenueRevisions (7d)
0y$7.33$7.01 — $7.50$88.8B↑2 ↓0
0q$1.85$1.75 — $1.92$22.4B↑1 ↓0
+1y$8.01$7.77 — $8.35$92.9B↑2 ↓0
+1q$1.87$1.75 — $1.96$22.4B↑2 ↓0

Cross-Platform Signals

Congressional
Mitch McConnell (republican) — buy $15,001 - $50,000
Congressional
Ro Khanna (democrat) — buy $1,001 - $15,000
Institutional
Allianz Asset Management GmbH — trim (-28.5%)
Institutional
VAN ECK ASSOCIATES CORP — add (40.6%)
Institutional
Vestmark Advisory Solutions, Inc. — add (46.2%)
Short Interest
Short: 3,169,602 | Exempt: 3,694 | TRF Vol: 5,585,971 | Short Ratio: 56.7% | Off-exchange volume (dark pool + OTC)

Investment Themes

Traditional Finance

Documents Analyzed

Report based on filing metadata.

80 reports for WFC
Performance horizon
63% Hit rate 5 of 8 directional calls best @ T+60▲ +16.50%May 12, 2026
Filters
Rows
Reports for WFC — sortable, filterable
TypeNow
Oct 5, 2026
13d ago
ANALYST-UPGRADE
BULLISH ★ 4/10
—awaiting T+20——
Sep 14, 2026
5w ago
Court Ruling
NEUTRAL ★ 1/10
$88.71 $83.32▼ −6.08%▼ −8.34%$83.87 (−5.46%)
Sep 14, 2026
5w ago
Court Ruling
NEUTRAL ★ 1/10
$88.71 $83.32▼ −6.08%▼ −8.34%$83.87 (−5.46%)
Sep 14, 2026
5w ago
Court Ruling
NEUTRAL ★ 5/10
$88.71 $83.32▼ −6.08%▼ −8.34%$83.87 (−5.46%)
Sep 11, 2026
5w ago
Court Ruling
NEUTRAL ★ 1/10
$90.29 $83.55▼ −7.46%▼ −9.33%$83.87 (−7.11%)
Sep 9, 2026
5w ago
Court Ruling
BULLISH ★ 7/10
$89.67 $80.26▼ −10.49%▼ −12.44%$83.87 (−6.47%)
Sep 8, 2026
5w ago
Court Ruling
NEUTRAL ★ 1/10
$87.96 $81.51▼ −7.33%▼ −9.30%$83.87 (−4.65%)
Aug 26, 2026
7w ago
Court Ruling
NEUTRAL ★ 2/10
$85.23 $82.18▼ −3.58%▼ −3.72%$83.87 (−1.60%)
Aug 25, 2026
7w ago
Court Ruling
NEUTRAL ★ 1/10
$84.79 $81.90▼ −3.41%▼ −3.66%$83.87 (−1.09%)
Aug 24, 2026
8w ago
Court Ruling
NEUTRAL ★ 1/10
$84.72 $83.15▼ −1.85%▼ −3.17%$83.87 (−1.00%)
Showing 10 of 80

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Report published Oct 5, 2026