Consensus Q3 2026 revenue for Barclays is $10.09 billion and EPS is $0.69, while the stock currently trades at $22.95, significantly below the $29.92 average analyst price target.
Investors are primarily focused on whether the bank can sustain its double-digit Return on Tangible Equity (RoTE) and net interest income targets amidst concerns regarding potential UK bank tax increases in the upcoming Budget.
Following a strong first half where profit grew 17%, management recently raised its 2026 income target to £31.5 billion. Analysts will evaluate if the investment bank can continue capturing market share to offset potential cooling in the domestic UK mortgage and retail lending sectors.