Wells Fargo's Q3 2026 earnings release on October 13 carries a 77.5% market-implied probability of beating consensus EPS estimates of $1.85, driven by the bank's strong Q2 momentum and post-asset-cap growth trajectory. In the prior quarter, WFC delivered EPS of $2.00 against estimates near $1.72 and revenue of $22.62 billion, exceeding forecasts amid 5% year-over-year net interest income growth, double-digit loan expansion, and ROTCE at 17.7%. Unchanged FY26 NII guidance around $50 billion, plus an 11% dividend increase and S&P's recent upgrade to A- credit rating reflecting remediation progress and profitability gains, reinforce expectations for continued operating leverage and fee income durability. With shares near $80 amid mixed analyst targets, traders appear to price in resilience in credit quality and NIM stability as key swing factors for the upcoming print.