Wells Fargo blames the 6.5% decline in Terex's stock Friday on Oshkosh's fiscal 2017 guidance. However, Wells says that 2017 consensus estimates for Terex already reflect revenue declines. Moreover, the firm says that the drop in the company's stock ignores the fact that it is selling some of its "lower return" discontinued operations and that the benefits from these sales are not included in consensus estimates. The firm says that the cash and marketable securities proceeds from such deals "appear to be equivalent to approximately 54% of current TEX equity market capitalization." Wells keeps an Outperform rating o nthe shares.