Wolfe Research Remains Positive on WESCO International (WCC), Anticipates Modest Growth Next Year

WESCO International, Inc. (NYSE:WCC) is one of the best stocks to buy according to Seth Klarman. As of December 12, the average price target for WCC suggests an upside of 15%; however, the Street high indicates an upside of 17%. As per Baupost Group’s Q3 13F portfolio, the fund owns 1.5 million shares of WCC, amounting to nearly $318 million.

On December 9, Wolfe Research maintained an Outperform rating on Wesco and lifted the price target from $298 to $307, as reported by The Fly. The investment firm agreed that 2025 was a challenging time for the industry, and it is thus sensible to anticipate a small widening of growth in 2026. This modest growth next year will be supported by revenue traction in H2 2025 and slashed interest rates. Wolfe continues to endorse short-cycle rotation for a third straight year.

Photo by Jacques Dillies on Unsplash

Previously, WESCO International, Inc. (NYSE:WCC) announced financial results for the third quarter of 2025 on October 30. Sales growth for Q3 stood at 12%. The company reported an 18% and 12% organic sales growth in Communications & Security Solutions (CSS) and Electrical & Electronic Solutions (EES) segments, respectively. Data center sales came in at $1.2 billion, up 60% year over year, marking a quarterly record. WCC’s Utility segment also demonstrated positive trends.

For the full-year 2025, the company raised its organic sales growth outlook to a range of 8%-9%, which is higher than its prior guidance of 5%-7%. WCC now forecasts adjusted EPS to range from $13.10 to $13.60.

WESCO International, Inc. (NYSE:WCC) is a Pennsylvania-based provider of business-to-business distribution, logistics, and supply chain services in the United States, Canada, and internationally.

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