Wells Fargo highlighted 5 corporations which have more room to understand following their newest earnings. The Wall Street funding financial institution says stocks like Sunrun are compelling. Other overweight-rated corporations the financial institution is bullish on embrace: RealReal, Spotify , Williams Companies and Nextracker. Spotify Technology Analyst Steven Cahall says he is standing by the streaming music inventory following its late July earnings report. Wells Fargo admitted the quarterly outcomes weren’t overly thrilling, however mentioned Spotify stays a prime choose with too many engaging catalysts to disregard. “[Estimates] are coming down and there is nothing particularly incremental to get excited about,” Cahall wrote. Nonetheless, the analyst mentioned traders ought to stay calm. Cahall is especially bullish on Spotify’s newest subscription tier, Super Fan. “We think the next several years will see product and feature innovations, such as Super Fan, increase in videos, education, etc,” he mentioned. Shares of Spotify are up 64% this yr with more room to run, Cahall went on to say. Williams Companies The pure fuel and oil pipeline firm is firing on all cylinders, in accordance with Wells Fargo. Analyst Praneeth Satish raised his value goal to $70 per share from $67 after Williams’ blended earnings report earlier this month. “WMB underperformed post-Q2, likely due to high expectations around new project FIDs,” he wrote. FID’s are closing funding choice tasks that contain transferring from the undertaking planning to execution. Despite the quarterly report, Wells Fargo says it is sticking with the inventory because of a number of looming tailwinds. Satish referred to as Williams’ development “sector leading,” and mentioned the corporate is more likely to see a decrease money burden beneath President Trump’s One Big Beautiful Bill. Williams shares are up 6.2% this yr, excluding its 3.5% dividend yield, and the inventory stays a prime thought at Wells Fargo. RealReal “We continue to like what we see from REAL,” analyst Ike Boruchow mentioned following the resale clothes firm’s newest earnings report. RealReal’s earnings and income each topped Wall Street estimates, and Boruchow says it stays a prime choose. “At a high level, the model has course corrected, margin structure has shifted and top line is back to [plus double digit] growth,” he mentioned. And that development nonetheless has room to run, he added. “Resale is a clear winner in today’s macro, and we remain bullish,” he went on. Shares are up 47% in August alone. Spotify “[Estimates] are coming down and there is nothing particularly incremental to get excited about. But, we’d argue this is the pullback for those that believe in SPOT’s pricing power + bigger margin expansion setup into ’26. … We think [the] next several years will see product and feature innovations, such as Super Fan, increase in videos, education, etc.” Williams Companies “Sector Leading Growth Deserves Premium Multiple. … WMB underperformed post-Q2, likely due to high expectations around new project FIDs. … We continue to project WMB will be able to grow EBITDA at an 11% [compound annual growth rate] over the next three years, well ahead of guidance of 5-7% & Consensus of 8%.” RealReal “We continue to like what we see from REAL. … At a high level, the model has course corrected, margin structure has shifted and top line is back to [plus double digit] growth (and accelerating). Resale is a clear winner in today’s macro, and we remain bullish.” Sunrun “We continue to view RUN as a top pick in the residential solar space. … RUN’s base value is $8/sh, supported by an estimated $400MM/yr of cash generation through 2030. … RUN has safe harbored solar growth through 2030 with upside potential in 2030+ tied to grid services monetization.” Read more. Nextracker “We have an Overweight rating. NXT continues to gain market share from peers and is seeing growth across all geographical regions. We believe NXT is well positioned to beat FY 2026 Consensus revenue estimates.”