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

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

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

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

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

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

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

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

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

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

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

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

    80% confidence
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AI Capital Surge Meets Investor Caution: Record Funding Rounds and Government Contracts Amid Valuation Skepticism
A single-week cluster of large AI/fintech funding rounds (Socure, Stability AI, Emerald AI, Generalist AI, Instinct, Gatik, Regent Craft) shows venture capital still pouring into AI infrastructure, identity, and autonomy plays, while Palantir's Army TITAN contract win coincided with a 6% stock drop — signaling that even flagship AI-defense revenue isn't immune to market reassessment of AI valuations. Efficiency-focused innovations like Multiverse Computing's model compression suggest the sector is also pivoting toward cost/inference economics as capital intensity draws scrutiny.
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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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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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