Wells Fargo upgrades Sherwin-Williams, highlighting ‘exceptional' execution
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Sherwin-Williams upgraded to Overweight from Equal Weight at Wells Fargo
Dow Jones Index Today: Earnings Season Boosts DIA Stock
Early notable gainers among liquid option names on April 29th
Sherwin-Williams reports Q1 adjusted EPS $2.25, consensus $2.16
Sherwin-Williams reaffirms FY25 adj. EPS view $11.65-$12.05, consensus $11.88

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CNBC
8 hours ago
- CNBC
Wells Fargo names five stocks with more upside following their latest earnings
Wells Fargo highlighted five companies that have more room to appreciate following their latest earnings. The Wall Street investment bank says stocks like Sunrun are compelling. Other overweight-rated companies the bank is bullish on include: RealReal, Spotify , Williams Companies and Nextracker. Spotify Technology Analyst Steven Cahall says he's standing by the streaming music stock following its late July earnings report. Wells Fargo admitted the quarterly results weren't overly exciting, but said Spotify remains a top pick with too many attractive catalysts to ignore. "[Estimates] are coming down and there is nothing particularly incremental to get excited about," Cahall wrote. Nonetheless, the analyst said investors should remain calm. Cahall is particularly bullish on Spotify's latest subscription tier, Super Fan. "We think the next several years will see product and feature innovations, such as Super Fan, increase in videos, education, etc," he said. Shares of Spotify are up 64% this year with more room to run, Cahall went on to say. Williams Companies The natural gas and oil pipeline company is firing on all cylinders, according to Wells Fargo. Analyst Praneeth Satish raised his price target to $70 per share from $67 after Williams' mixed earnings report earlier this month. "WMB underperformed post-Q2, likely due to high expectations around new project FIDs," he wrote. FID's are final investment decision projects that involve moving from the project planning to execution. Despite the quarterly report, Wells Fargo says it's sticking with the stock thanks to several looming tailwinds. Satish called Williams' growth "sector leading," and said the company is likely to see a lower cash burden under President Trump's One Big Beautiful Bill. Williams shares are up 6.2% this year, excluding its 3.5% dividend yield, and the stock remains a top idea at Wells Fargo. RealReal "We continue to like what we see from REAL," analyst Ike Boruchow said following the resale clothing company's latest earnings report. RealReal's earnings and revenue both topped Wall Street estimates, and Boruchow says it remains a top pick. "At a high level, the model has course corrected, margin structure has shifted and top line is back to [plus double digit] growth," he said. And that growth still has room to run, he added. "Resale is a clear winner in today's macro, and we remain bullish," he went on. Shares are up 47% in August alone. Spotify "[Estimates] are coming down and there is nothing particularly incremental to get excited about. But, we'd argue this is the pullback for those that believe in SPOT's pricing power + bigger margin expansion setup into '26. ... We think [the] next several years will see product and feature innovations, such as Super Fan, increase in videos, education, etc." Williams Companies "Sector Leading Growth Deserves Premium Multiple. ... WMB underperformed post-Q2, likely due to high expectations around new project FIDs. ... We continue to project WMB will be able to grow EBITDA at an 11% [compound annual growth rate] over the next three years, well ahead of guidance of 5-7% & Consensus of 8%." RealReal "We continue to like what we see from REAL. ... At a high level, the model has course corrected, margin structure has shifted and top line is back to [plus double digit] growth (and accelerating). Resale is a clear winner in today's macro, and we remain bullish." Sunrun "We continue to view RUN as a top pick in the residential solar space. ... RUN's base value is $8/sh, supported by an estimated $400MM/yr of cash generation through 2030. ... RUN has safe harbored solar growth through 2030 with upside potential in 2030+ tied to grid services monetization." Read more. Nextracker "We have an Overweight rating. NXT continues to gain market share from peers and is seeing growth across all geographical regions. We believe NXT is well positioned to beat FY 2026 Consensus revenue estimates."
Yahoo
8 hours ago
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If You'd Invested $1,000 in BAC 5 Years Ago, Here's How Much You'd Have Today
Key Points The ubiquitous lender has delivered reliably for shareholders over the years. In many ways, it's a proxy for the broader domestic economy it lends to. 10 stocks we like better than Bank of America › Throughout this country, Bank of America (NYSE: BAC) branches are as common a sight as outlets of your favorite coffee chain or supermarket. The lender is one of the "Big Four" U.S. banks, alongside JPMorgan Chase, Wells Fargo, and Citigroup. As such, it's an important mover of the domestic economy. Does it belong in your portfolio, however? Let's take a look at how the stock has performed over time, and how attractive it is as an investment. Lending to America Since Bank of America is something of a proxy for our economy, its performance over the past five years is in line with that classic proxy for the stock market, the S&P 500 index. A $1,000 investment in the bank made five years ago would have resulted in a total return (i.e., share-price appreciation plus dividends) of $2,010 today, not too far south from the $2,160 under the same conditions for the index. That's an accomplishment because banking is a tricky business that's full of risk. After all, lending to a person or institution money, now and forever the main activity of banks, is always a bit of a gamble. It isn't easy to grow core fundamentals and land well in the black quarter after quarter, year after year. This bank is to be commended for regularly posting growth in key metrics. In its most recently reported quarter, for instance, the lender grew its revenue, net of interest expense, by 4% year over year, to $26.5 billion, and headline net income by 3% to $7.1 billion. Comforting and reliable Bank of America isn't the most dynamic bank among the Big Four -- that honor belongs to JPMorgan Chase -- nor is it the one that's changing most dramatically for the better (wave to the people, Wells Fargo). Yet it's steady and reliable and constantly delivers for its shareholders. Its stock is a solid investment with more growth potential, as long as the economic cycle is in its favor. Should you invest $1,000 in Bank of America right now? Before you buy stock in Bank of America, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the for investors to buy now… and Bank of America wasn't one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $649,544!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $1,113,059!* Now, it's worth noting Stock Advisor's total average return is 1,062% — a market-crushing outperformance compared to 185% for the S&P 500. Don't miss out on the latest top 10 list, available when you join Stock Advisor. See the 10 stocks » *Stock Advisor returns as of August 13, 2025 Bank of America is an advertising partner of Motley Fool Money. Citigroup is an advertising partner of Motley Fool Money. JPMorgan Chase is an advertising partner of Motley Fool Money. Wells Fargo is an advertising partner of Motley Fool Money. Eric Volkman has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends JPMorgan Chase. The Motley Fool has a disclosure policy. If You'd Invested $1,000 in BAC 5 Years Ago, Here's How Much You'd Have Today was originally published by The Motley Fool Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data


Bloomberg
a day ago
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Debate Heats Up Over Fed's Next Move
"Bloomberg Real Yield" highlights the market-moving news you need to know. Today's guests: JPMorgan Asset Management Fixed Income Portfolio Manager Kelsey Berro, Schwab Center for Financial Research CHief Fixed Income Strategist Kathy Jones, BlackRock head of Macro Credit Research Amanda Lynam and Wells Fargo Global Head of High Grade Debt Syndicate Maureen O'Connor. (Source: Bloomberg)