Wells Fargo & Co（WFC）の株式分析WFCWells Fargo & Co

✨ Earnings season has begun: profit growth and mixed expectations side by side. 🔹 Q3 results from U.S. banks have started to roll in. Data from JPMorgan, Goldman Sachs, and Wells Fargo provide key signals for the sector's overall outlook. 📊 Reported data: 🔹 JPMorgan Chase: net profit rose 6% to $15.3 billion. EPS was $5.57, below the expected $5.90. Weak interest-related revenue drew attention. 🔹 Goldman Sachs: net profit jumped 29% to $5.29 billion. EPS reached $17.01, well above the expected $12.53. Annualized return on equity was 18.7%. 🔹 Wells Fargo: net profit rose to $6 billion, above expectations. EPS was $1.87, above the forecast of $1.84. However, revenue came in below expectations at $21.87 billion. ⚖️ Structural view: These bank results reflect how they are navigating the rate environment and capital market activity. Goldman Sachs' strong performance suggests investment banking and trading revenue are recovering, while weakness in JPMorgan's lending business indicates that market dynamics are squeezing profitability in some areas. Meanwhile, slower revenue growth at Wells Fargo shows that net interest margin pressure remains. These results can serve as a reference point for other alternatives to be announced later in this earnings season. 💬 On bank policy, do you mainly focus on profit growth or revenue quality? 👇 #BankEarnings #JPMorgan #GoldmanSachs #WellsFargo #Macro Not financial advice.

$WFC Q3 '26 Earnings Results & Recap • Reported GAAP EPS of $1.87, up 12.65% YoY • Reported revenue of $21.87B, up 85.24% YoY

#WCTCS9 #ThisWeekMarketFocus My market map for this week: BTC waits for CPI, US stocks focus on banks, crude oil is the "hidden main line" This week (10/12-10/18) is a "super macro week": the September CPI released on Wednesday (10/14) will set the direction, the six major banks will be the first to report earnings on Tuesday and Wednesday, and Fed Chair Waller will also speak. My watchlist ranking: BTC (waiting for CPI to show direction) > US stocks (earnings season, focus on banks) > crude oil (the hidden inflation main line) > gold (safe-haven confirmation). 📈 BTC: currently around $83.4K, but direction depends on CPI — my answer is "no chasing breakouts before the data, and no guessing pullbacks" BTC has rebounded from $81K to $83.4K, which is a short-term "oversold bounce," not a "trend reversal." The $82K lifeline and the $80K last defense remain unchanged. My approach: stay light before CPI, then choose direction after 8:30 PM Wednesday — cooling data → watch $85K-87K; stubborn data → defend $80K. 🏦 US stocks: during earnings season, what I care about most is "what the banks will say" JPMorgan, Goldman Sachs, Citigroup, and Wells Fargo will report on Tuesday, followed by Bank of America, Morgan Stanley, and BlackRock on Wednesday — all six major banks will report within two days. Profit figures are old news; guidance is the new information — I'm watching three things: ① investment banking (has M&A/IPO activity recovered?); ② net interest income (US Treasury yields at 5.7% are a "double-edged sword" for banks — spreads have widened, but deposit costs are also rising); ③ management commentary on consumer credit (are Americans' wallets still full?). Bank earnings are the economy's "thermometer," offering a closer look at the real economy than CPI. 🛢️ Crude oil: this week's biggest "hidden main line" Brent crude is swinging sharply in the $100-105 range, while WTI is moving in the $90-92 range (it also saw a sharp drop intraday on 10/12) — bulls and bears are betting on two things: escalating Middle East tensions (bullish) versus the removal of Russia's diesel restrictions plus Trump pressuring oil prices (bearish). Oil prices pass through directly to CPI — if crude stays below $100, inflation expectations will cool further, giving BTC and US stocks some relief; if it breaks above $105 again, it will directly raise the risk of a CPI blowout. Watching Brent crude is essentially watching CPI in advance. 🥇 Gold: the historical high zone around $4,200 — "safe-haven demand" and "high rates" are in a fierce tug-of-war Gold is near $4,200 (historical high) — geopolitical safe-haven demand and central bank buying are pushing prices up, while 5.7% US Treasury yields are weighing on it. Cooling CPI → easing safe-haven sentiment → gold may pull back; CPI blowout → gold continues to make new highs. Right now gold is the "global anxiety index," and its price action will tell us whether the market is truly panicking. 🎯This week's trading plan - Before Wednesday 20:30: total position no more than half — light BTC, no chasing US stocks, stay away from gold - Cooling CPI: add back to BTC, targeting $85K-87K; if bank earnings are also strong, add financial ETFs to US stock positions - Stubborn CPI: cut BTC position to below 20%, wait for $80K; keep holding gold; stay away from oil-related assets Which market are you watching most closely this week? Feel free to discuss in the comments 👇

$WFC Wells Fargo is bouncing off long-term trendline support here ahead of earnings this Tuesday pre-market. Implied move of ±4.72%. It will also move in sympathy with the other banks reporting this week, like $JPM $GS $BAC etc. If we see the 50 DMA reclaimed, that opens up a path to drift back up to ATHs 🏦

Wells Fargo just upgraded at Morgan Stanley, here's why - $WFC -