Welcome equity investors—today’s edition unlocks Orion equity research on the five financial stocks: $WFC ( ▼ 2.84% ), $BAC ( ▼ 2.29% ), $JPM ( ▼ 1.52% ), $GS ( ▼ 2.0% ) and $MS ( ▼ 2.82% ).

Scores: Fundamental 8 | Analyst Sentiment 7 | Valuation 6 | Catalyst 9 | Technical 7 | Total: 37

Trade Suggestions: Long Normal | Entry: 81.15 | TP: 87.5 | SL: 79.5 | Confidence: 8

Wells Fargo presents a compelling long opportunity, marking a significant inflection point in its corporate trajectory. The recent lifting of the asset cap, coupled with a major legal victory, has removed critical regulatory and legal overhangs, unleashing the company's potential for aggressive growth and balance sheet expansion. Management's clear strategic focus on higher-margin businesses (commercial, CIB, wealth management) and a strong commitment to shareholder returns through substantial buybacks and increased dividends underscore a robust forward outlook. While near-term NII trends and broader economic uncertainties warrant attention, WFC's improving financial health, strong capital position, and disciplined operational execution provide a solid foundation. Technical analysis confirms a bullish trend, with the stock poised for further upside if it breaks through immediate resistance. This combination of powerful catalysts, strategic clarity, and favorable technicals makes $WFC ( ▼ 2.84% ) an attractive investment for sustained capital appreciation.

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Scores: Fundamental 7 | Analyst Sentiment 7 | Valuation 6 | Catalyst 8 | Technical 5 | Total: 33

Trade Suggestions: Long Breakthrough | Entry: 51.8 | TP: 54.0 | SL: 50.5 | Confidence: 7

Bank of America presents a compelling long-term investment opportunity driven by its diversified business model, strong organic growth, and robust capital management. The company's recent financial performance, highlighted by record NII and consistent trading revenue growth, coupled with an optimistic management outlook and significant capital returns, underscores its fundamental strength. While analyst sentiment is largely positive, the stock's recent rally suggests that immediate upside may be limited, and technical indicators point to overbought conditions, increasing the risk of a short-term pullback or consolidation. However, the very recent and strong CFO guidance acts as a powerful catalyst that could drive a breakthrough. Despite concerns regarding 'Earnings Quality' and Commercial Real Estate exposure, a tactical long position on a confirmed breakout, with disciplined risk management, is justified given the strong underlying fundamentals and positive catalysts.

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Scores: Fundamental 8 | Analyst Sentiment 6 | Valuation 4 | Catalyst 8 | Technical 6 | Total: 32

Trade Suggestions: Long Breakthrough | Entry: 306.0 | TP: 315.0 | SL: 300.0 | Confidence: 6

JPMorgan Chase presents a compelling long-term investment opportunity driven by its unparalleled fundamental strength, diversified business model, and strategic growth initiatives. The company's robust Q2 2025 performance, increased NII guidance, and aggressive capital return program underscore its operational excellence. Key catalysts, including strong investment banking forecasts and strategic expansion in Asia and Germany, are expected to fuel future growth. However, the stock is currently perceived as fully valued by analysts, and technical indicators suggest weakening momentum at a critical resistance level. Therefore, a tactical long position is recommended only upon a confirmed breakthrough of immediate resistance, with disciplined risk management to navigate potential short-term volatility and valuation-driven pullbacks. The long-term outlook remains highly positive, but near-term entry requires precision.

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Scores: Fundamental 7 | Analyst Sentiment 6 | Valuation 4 | Catalyst 8 | Technical 6 | Total: 31

Trade Suggestions: Long Breakthrough | Entry: 795.0 | TP: 830.0 | SL: 775.0 | Confidence: 7

Goldman Sachs presents a compelling long opportunity driven by robust fundamental performance and strong strategic execution. The company's core Global Banking & Markets and Asset & Wealth Management segments are thriving, evidenced by accelerating revenue and EPS growth, record assets under supervision, and a significant 33% dividend increase. Management's high confidence in strategic initiatives, including AI adoption and expansion into private markets, underpins future growth. Recent news of a surge in investment banking activity serves as a powerful short-term catalyst. While the stock is currently trading at an elevated valuation and technical indicators suggest overbought conditions, a confirmed breakthrough above key resistance levels would signal a continuation of the strong uptrend. Despite some regulatory headwinds and concerns about earnings quality, the overall picture supports a tactical long position, provided disciplined risk management is applied to account for the current valuation and technical setup.

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Scores: Fundamental 7 | Analyst Sentiment 6 | Valuation 5 | Catalyst 7 | Technical 6 | Total: 31

Trade Suggestions: Long Normal | Entry: 148.0 | TP: 157.0 | SL: 143.0 | Confidence: 6

Morgan Stanley presents a compelling long-term investment opportunity driven by strong financial performance, highly confident management, and a significant improvement in capital markets and M&A activity. The company's strategic focus on wealth and asset management provides resilient earnings, and its robust capital position supports shareholder returns. However, the stock is currently trading in overbought territory according to technical indicators, and its valuation appears stretched relative to analyst price targets and peer comparisons. The upcoming Stress Capital Buffer (SCB) appeal decision is a critical near-term catalyst that could introduce volatility. While the fundamental outlook is strong, a disciplined trading strategy that capitalizes on potential short-term pullbacks, with conservative position sizing and strict risk management, is recommended to navigate the current market dynamics and regulatory uncertainties.

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