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Source document· December 26, 2025

The Zacks Analyst Blog Wells Fargo, Bank of America and Citigroup

View original at finance.yahoo.com
The Zacks Analyst Blog Wells Fargo, Bank of America and Citigroup For Immediate Releases Chicago, IL – December 26, 2025 – Zacks.com announces the list of stocks featured in the Analyst Blog…
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  • Wells Fargo carries Zacks Rank #3 (Hold)

    80% confidence
  • Future interest rate moves will remain highly dependent on incoming economic data

    80% confidence
  • NII expected to grow 5-7% in 2026, after similar growth in 2025

    80% confidence
  • 2025 net interest income (NII) expected to be stable year over year

    80% confidence
  • Total revenues expected to exceed $84 billion in 2025

    80% confidence
  • Successfully exited consumer banking businesses in nine countries

    80% confidence
  • Zacks Consensus Estimate for Wells Fargo 2025 and 2026 earnings implies year-over-year growth rates of 16.8% and 11.9% respectively

    80% confidence
  • Zacks Consensus Estimate for Bank of America 2025 and 2026 earnings suggests year-over-year increases of 15.9% and 14% respectively

    80% confidence
  • Target ROTCE between 16% and 18% while maintaining Common Equity Tier 1 ratio of 10.5%

    80% confidence
  • Aims to deliver more than 12% earnings growth over the next three to five years

    80% confidence
  • Bank of America carries Zacks Rank #3 (Hold)

    80% confidence
  • 2025 NII projected to rise 5.5% year over year

    80% confidence
  • Revenues projected to see 4-5% CAGR through 2026

    80% confidence
  • Zacks Consensus Estimate for Citigroup 2025 and 2026 earnings indicate year-over-year growth of 27.6% and 32.4% respectively

    80% confidence
  • Citigroup carries Zacks Rank #3 (Hold)

    80% confidence
  • Plans to open more than 150 financial centers by 2027

    80% confidence
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What we're seeing
AI Funding Surge: Capital Floods Fintech, Foundation Models, and Autonomous Systems
A concentrated burst of AI-linked funding on 2026-08-28 pushed well over $1.5B into companies spanning fraud/identity fintech (Socure, which also acquired Fravity), foundation models (Stability AI), AI agents and enterprise tooling (Instinct, Generalist AI, Emerald AI, Owner), and AI-adjacent autonomous/aerospace ventures (Gatik, Regent Craft). The breadth and simultaneity of these rounds signal that investor appetite for AI is not concentrated in a single vertical but is broadening into applied and infrastructure-adjacent domains, with consolidation (Socure-Fravity) beginning alongside fresh capital formation.
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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
Morgan Stanley & Co. LLC
The same metric (eps) for the same entity (Morgan Stanley & Co. LLC) reported for the identical fiscal period (Q1 2026) and observation date (2026-03-31) has two conflicting values: 3.43 USD_per_share vs 3.08 USD. This is not a temporal change — both observations claim to measure the same point in time. The ~10% discrepancy (0.35 USD difference) is material for a financial metric.
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