Quick Read – Barclays hiked its price target on Charles Schwab (SCHW), which raised its fiscal 2026 revenue guidance to 14-15% growth, beating consensus of 12%, while Q1 results showed EPS of $1.43 beating expectations and record revenue of $6.5B up 16% year-over-year. – Charles…
hwab’s above-consensus earnings guidance is driving multiple stability on rising earnings as the cash sorting dynamic that pressured net interest income normalizes and equity market resilience boosts asset management fees. – The analyst who called NVIDIA in 2010 just named his top 10 stocks and Charles Schwab wasn’t one of them. Get them here FREE
Barclays raised its price target on Charles Schwab (NYSE:SCHW) to $127 from $117, keeping an Overweight rating after the brokerage giant’s fiscal 2026 revenue and expense guidance came in ahead of consensus. The price target raise reflects continued bullish positioning on a name where the bull thesis hinges on earnings power exceeding Street models. For long-term investors, the analyst upgrade signals that Schwab’s profit engine is firing on multiple cylinders even as the stock trades well below the new target.
The Analyst’s Case Barclays pointed to growth opportunities, attractive valuation, AI-enabled capabilities, and wealth services expansion as the pillars of its bullish view. Schwab’s 2026 revenue growth guidance of 14% to 15% meaningfully exceeds the prior analyst consensus of 12%, which typically drives upward estimate revisions across the sell-side. The analyst who called NVIDIA in 2010 just named his top 10 stocks and Charles Schwab wasn’t one of them.