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    Did Schwab's Q4 Beat and Tech-Focused 2026 Outlook Just Shift Charles Schwab's (SCHW) Investment Narrative?

    Simply Wall St·02/23/2026 10:21:38
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    • In the past quarter, Charles Schwab reported fourth-quarter 2025 results that exceeded expectations, supported by strong asset management and trading revenues and the addition of about 1.27 million new brokerage accounts.
    • Management also outlined an upbeat 2026 outlook, highlighting planned growth and technology investments aimed at reinforcing Schwab’s position as a full-service, digitally focused wealth platform.
    • Next, we’ll examine how Schwab’s better-than-expected earnings and upbeat 2026 outlook may influence its longer-term investment narrative.

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    Charles Schwab Investment Narrative Recap

    To own Charles Schwab, you have to believe its scale, full-service model and digital capabilities will keep attracting assets and accounts even as fees compress and rivals push harder. The recent earnings beat and upbeat 2026 outlook support that thesis and may act as a short term catalyst by reinforcing confidence in Schwab’s ability to grow through technology and platform depth. The Epstein-related wiring disclosures appear reputationally sensitive but not financially material so far.

    The most relevant recent announcement here is Schwab’s strong fourth quarter 2025, where asset management and trading revenues outperformed and 1.27 million new brokerage accounts were added. That operational momentum, paired with management’s 2026 focus on technology investment and digital wealth capabilities, directly ties into the key catalyst of defending against low-cost digital competitors while trying to keep expense growth in check.

    Yet, investors should also be aware that Schwab’s elevated regulatory and reputational risk profile could...

    Read the full narrative on Charles Schwab (it's free!)

    Charles Schwab's narrative projects $30.2 billion revenue and $11.0 billion earnings by 2028.

    Uncover how Charles Schwab's forecasts yield a $120.89 fair value, a 29% upside to its current price.

    Exploring Other Perspectives

    SCHW 1-Year Stock Price Chart
    SCHW 1-Year Stock Price Chart

    Some analysts were far more optimistic, assuming revenue could grow about 18 percent a year and earnings reach roughly US$12.5 billion by 2029, but the recent AI driven competitive scare and compliance headlines could prompt you to rethink how realistic that bullish path really is.

    Explore 9 other fair value estimates on Charles Schwab - why the stock might be worth as much as 31% more than the current price!

    Decide For Yourself

    Disagree with existing narratives? Extraordinary investment returns rarely come from following the herd, so go with your instincts.

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    This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.