• Wells Fargo's stock consensus target price has increased from $80.69 to $95.33, indicating a positive trend and a favorable analyst outlook.
• The upcoming U.S. bank earnings season, including Wells Fargo's third-quarter results on October 14, 2025, is crucial for investors seeking insights into the economic climate.
• Despite a conservative price target of $60 from analyst David Long, Wells Fargo is expected to report stronger earnings, driven by a resurgence in investment banking activities.

Wells Fargo & Company (NYSE: WFC) is a major player in the financial services industry, offering a wide array of banking, investment, mortgage, and consumer and commercial finance products. The company operates through four main segments: Consumer Banking and Lending, Commercial Banking, Corporate and Investment Banking, and Wealth and Investment Management. Founded in 1852 and headquartered in San Francisco, California, Wells Fargo is a well-established institution in the financial sector.

The stock consensus target price for Wells Fargo has shown a positive trend over the past year. A year ago, the average target price was $80.69, which has increased to $95.33 in both the last month and last quarter. This suggests that analysts have a favorable outlook on Wells Fargo's future performance. However, analyst David Long from Raymond James has set a lower price target of $60, indicating a more cautious perspective.

The upcoming U.S. bank earnings season is crucial for investors, as it will provide insights into the economic climate. Wells Fargo is set to release its third-quarter earnings results on October 14, 2025. This will be the first full quarterly report since the Federal Reserve lifted the bank's $1.95 trillion asset cap in May 2025. While this removal is a long-term advantage, its immediate impact on the third-quarter results is expected to be limited.

Analyst David Long's price target of $60 for Wells Fargo reflects a more conservative view, despite the bank's potential for stronger earnings in the third quarter. The six largest U.S. banks, including Wells Fargo, are anticipated to report stronger earnings, driven by a resurgence in investment banking activities. Investors should monitor Wells Fargo's performance closely, as it is one of the finance stocks expected to surpass quarterly earnings estimates.

As Wells Fargo approaches its earnings announcement, Wall Street expects a growth in earnings. The bank is believed to have the right combination of factors that could lead to an earnings beat in its upcoming report. Investors may want to keep an eye on Wells Fargo, given the potential for positive financial performance and the insights that the earnings season will provide.