13 High-Conviction & Catalyst-Driven Long Ideas for 4Q 2026

Wells Fargo Securities has identified 13 stocks across seven sectors as its long ideas for the fourth quarter of 2026, citing company-specific catalysts that could drive significant gains. All 13 stocks are rated "overweight," with an expected total return of at least 10% over the next 12 months. The bank recently cut its year-end S&P 500 target to 7,700 from 7,950, indicating limited upside and a potential 5%-10% pullback.

Among the highlighted stocks, Roblox has a $64 price target, supported by changes to platform discovery that may increase game launch frequency and fourth-quarter bookings guidance. Occidental Petroleum is targeted at $82, with the company pre-funding its $8.5 billion preferred equity maturity due in 2029. Freight broker C.H. Robinson Worldwide has a $215 price target, with improving brokerage conditions and market-share gains expected to push earnings above consensus.

Microsoft is targeted at $725, with its first quarter under a new reporting structure expected in late October.

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