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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.comWells 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…
What we drew from this source
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Net interest margin contraction raises further doubts around the ROTCE improvement thesis
60% confidenceWells Fargo earnings excluding tax benefit were light, with net interest income, fees, and expenses all coming in below expectations
60% confidenceThe path to 17% to 18% ROTCE is narrowing for Wells Fargo
60% confidenceWells Fargo asset quality remained stable and buybacks continued
60% confidenceWells Fargo's net interest margin contraction of 13 basis points quarter-over-quarter is the real sticker shock
60% confidence
Data points we hold from this source
| Wells Fargo & Company · eps estimate fy2026 | 6.72 USD |
| Wells Fargo & Company · eps estimate fy2027 | 7.36 USD |
| Wells Fargo & Company · price target | 108 USD |
| Wells Fargo & Company · ytd stock performance | -13 percent |
| Wells Fargo & Company · net interest margin change | -13 basis_points |