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Source document· April 15, 2026

Wells Fargo Gets Three Price Target Cuts in One Day: Is the ROTCE Recovery Story Falling Apart?

View original at finance.yahoo.com
Wells Fargo Gets Three Price Target Cuts in One Day: Is the ROTCE Recovery Story Falling Apart? Quick Read Wells Fargo (WFC) got hit with price target cuts from Barclays, Bank of America, and Piper Sandler following Q1 earnings, with BofA making the sharpest reduction to $95 from $107…
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  • Wells Fargo earnings excluding tax benefit were light, with net interest income, fees, and expenses all coming in below expectations

    60% confidence

  • Wells Fargo's net interest margin contraction of 13 basis points quarter-over-quarter is the real sticker shock

    60% confidence

  • The path to 17% to 18% ROTCE is narrowing for Wells Fargo

    60% confidence

  • Net interest margin contraction raises further doubts around the ROTCE improvement thesis

    60% confidence

  • Wells Fargo asset quality remained stable and buybacks continued

    60% confidence

Data points we hold from this source

Wells Fargo & Company · eps estimate fy20266.72 USD
Wells Fargo & Company · eps estimate fy20277.36 USD
Wells Fargo & Company · price target108 USD
Wells Fargo & Company · ytd stock performance-13 percent
Wells Fargo & Company · net interest margin change-13 basis_points
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What we're seeing
Late-2026 Biotech Catalyst Season: FDA Decisions and Pivotal Readouts Converge Across Oncology, Hepatology and Cardiometabolic
Mid-November 2026 is dense with scheduled biotech catalysts. The ivonescimab BLA PDUFA date is 2026-11-14, the lorundrostat PDUFA date is 2026-12-22, and Phase 3 ECLIPSE hepatitis delta data are due in Q1 2027. Alongside these, siRNA and antibody programs (plozasiran, elebsiran/tobevibart, ianalumab, nipocalimab) reported or presented data at AHA, AASLD, ACR and ASH, while Oryzon advanced iadademstat in AML with Spanish trial authorizations and a planned ALICE-3 Phase III. Late-stage data and regulatory milestones are driving the sentiment. A planned delisting (EGM 2026-11-19, application 2027-01-25) is a separate corporate-structure event with no clear link to the rest.
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EPKINLY Regulatory-Clinical Success Cascade
High probability of expanded label indications, additional combination approvals, and competitive positioning strength in follicular lymphoma market. Predicts positive commercial uptake and potential accelerated review for related indications.
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Where sources disagree
Ford Motor Company
Both facts give cash for Ford Motor Company at the same point in time (2025-12-31; FY 2025 year-end and Q4 2025 year-end are the same date). Both are labelled USD, but the values are 23,356,000,000 and 23.356, which cannot both be true in USD. The two numbers agree once the second is read as billions (23.356 bn = 23,356,000,000), so the economic content is consistent and the conflict is a unit/scale error in the Q4 2025 record. The period is not the reason for the conflict: a Q4 and an FY figure at the same year-end date should match.
We flag conflicts openly ›
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