Wells Fargo Securities selected 13 stocks across seven sectors as its fourth-quarter 2026 long ideas, with every company rated overweight. The bank defines that rating as an expected total return of at least 10% over the next 12 months and refreshes the list quarterly. Its selections include Roblox, Occidental Petroleum, C.H. Robinson Worldwide, Microsoft, Axsome Therapeutics, United Rentals, Fifth Third Bancorp, Kymera Therapeutics, Ferguson Enterprises, MSCI, Hexcel, Veeva Systems and Consolidated Edison. Wells Fargo recently lowered its year-end S&P 500 target to 7,700 from 7,950, citing limited upside and the possibility of a 5%-10% pullback first. The stock-specific cases range from improving bookings and brokerage conditions to product data, cost savings, equipment scarcity, stronger index revenue and aircraft-production growth.