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DA Davidson Raises its Price Target on Diebold Nixdorf, Incorporated (DBD) to $100 and Maintains a Buy Rating
Yahoo Finance· 2026-02-21 14:41
Diebold Nixdorf, Incorporated (NYSE:DBD) is among the 11 Best All-Time High Stocks to Buy According to Wall Street. On February 13, 2026, DA Davidson analyst Matt Summerville raised the price target on Diebold Nixdorf, Incorporated (NYSE:DBD) to $100 from $80 and maintained a Buy rating. Matt Summerville said the company continues to see healthy order entry and backlog, including nine new logos added within its expanding North America Retail platform. Also on February 13, 2026, Wedbush raised its price ...
The Chefs’ Warehouse, Inc. (CHEF) Reports Q4 revenue of $1.14B Versus Consensus of $1.1B
Yahoo Finance· 2026-02-21 14:41
The Chefs’ Warehouse, Inc. (NASDAQ:CHEF) is among the 11 Best All-Time High Stocks to Buy According to Wall Street. On February 11, 2026, The Chefs’ Warehouse, Inc. (NASDAQ:CHEF) reported Q4 revenue of $1.14B versus consensus of $1.1B. Chairman and Chief Executive Officer Christopher Pappas said “business activity and demand remained consistently strong through the fourth quarter,” citing a healthy environment for the upscale-casual to higher-end dining customer base and strong execution across domestic a ...
Oppenheimer Raises its Price Target on SharkNinja, Inc. (SN) to $145 from $140 and Maintains an Outperform Rating
Yahoo Finance· 2026-02-21 14:41
SharkNinja, Inc. (NYSE:SN) is among the 11 Best All-Time High Stocks to Buy According to Wall Street. On February 13, 2026, Oppenheimer raised its price target on SharkNinja, Inc. (NYSE:SN) to $145 from $140 and maintained an Outperform rating following meetings with management. Oppenheimer said it came away incrementally more upbeat on the company’s near- and longer-term prospects and believes the drivers remain in place for continued double-digit top- and bottom-line momentum, keeping SharkNinja as a to ...
Jefferies Raises its Price Target on The Williams Companies, Inc. (WMB) to $81 and Maintains a Buy Rating
Yahoo Finance· 2026-02-21 14:40
The Williams Companies, Inc. (NYSE:WMB) is among the 11 Best All-Time High Stocks to Buy According to Wall Street. On February 17, 2026, Jefferies raised its price target on The Williams Companies, Inc. (NYSE:WMB) to $81 from $78 and maintained a Buy rating following what Jefferies described as a “strong” analyst day update. Jefferies expects Williams to deliver a 12% to 13% EBITDA compound annual growth rate through FY30 and views the company as capable of sustaining a 10%-plus EBITDA trajectory beyond 2 ...
Target has an unexpected customer problem
Yahoo Finance· 2026-02-21 14:33
Core Insights - Target is experiencing a significant decline in foot traffic and sales, particularly on weekends, which is unusual for a retailer of its type [2][3][4] Sales Performance - Target reported a 3.8% year-over-year drop in comparable sales during its most recent quarter [3] - The company also experienced an 18.9% reduction in operating income [3] Foot Traffic Trends - Foot traffic at Target declined every month in the second half of 2025, except for October, with a 2% decrease in visits during the fourth quarter [4] - Weekend store visits for Target fell by 6.1% year-over-year in 2025, indicating a troubling trend for the retailer [4][6] Customer Experience Issues - Customers are reportedly dissatisfied with the shopping experience at Target, citing issues such as poor stock levels and slow checkout processes [7][8] - There is a perception that Target has not maintained its image as an "upscale" retailer, which may be contributing to the decline in customer visits [8]
RBC Raises Prologis (PLD) Target as Industrial Real Estate Outlook Improves
Yahoo Finance· 2026-02-21 14:23
Core Insights - Prologis, Inc. (NYSE:PLD) is recognized as one of the 14 best real estate stocks to buy according to hedge funds [1] - RBC Capital analyst Michael Carroll raised the price target for Prologis to $135 from $132, maintaining a Sector Perform rating after the company's fourth-quarter FFO beat [2] - Prologis is in discussions to launch a new co-investment fund focused on data centers, marking a potential expansion beyond its core logistics business [3] Financial Performance - Prologis reported fourth-quarter results that were mostly in line with expectations, with management expressing confidence in improving market conditions and the company's private capital business [2] - The company anticipates starting $4 billion to $5 billion in new development projects by 2026, with data centers expected to account for approximately 40% of that total, compared to only 10% last year [4] Strategic Initiatives - Prologis has been increasing its efforts in building data centers, hiring additional staff, and investing in equipment to support this expansion [4] - The potential new co-investment vehicle could provide Prologis with an additional source of capital to accelerate growth in the data center segment [4] Company Overview - Prologis operates as a global real estate company focused on logistics and industrial properties, with two main segments: Real Estate and Strategic Capital [5]
BMO Reaffirms Bullish View on Equinix (EQIX) amid Strong Operational Performance
Yahoo Finance· 2026-02-21 14:20
Core Viewpoint - BMO Capital raised its price target for Equinix, Inc. to $1,050 from $925, maintaining an Outperform rating due to stronger-than-expected 2026 guidance and accelerating business momentum [1]. Financial Performance - Equinix projected full-year revenue for 2026 between $10.12 billion and $10.22 billion, exceeding market estimates of $10.07 billion [3]. - The company expects first-quarter revenue between $2.50 billion and $2.54 billion, ahead of estimates of $2.46 billion [3]. - In the fourth quarter, Equinix reported revenue of $2.42 billion, slightly below estimates of $2.46 billion, affected by the timing of a leasing transaction [4]. Market Demand and Trends - Demand for Equinix's services is driven by rising needs tied to artificial intelligence, leading to increased demand for data center capacity [2]. - Bookings growth reached 42%, indicating strong demand and healthy cabinet additions, reinforcing confidence in the company's outlook [1]. Company Operations - Equinix operates as a digital infrastructure company, with a platform that includes International Business Exchange (IBX) and xScale data centers across various regions [5]. - The company is expanding its footprint by investing in new data centers in growing markets such as Chennai, India, and Jakarta, Indonesia [3].
Jefferies Turns Bullish on CoStar Group (CSGP), Citing Strong EBITDA Growth Outlook
Yahoo Finance· 2026-02-21 14:16
Core Insights - CoStar Group, Inc. (NASDAQ:CSGP) is recognized as one of the 14 best real estate stocks to buy according to hedge funds [1] - Jefferies upgraded CoStar to Buy from Hold, setting a new price target of $67, down from $84, citing a compelling entry point due to ongoing investor debate around Homes.com [2] - The company is expected to see strong long-term growth, with adjusted EBITDA projected to triple to $2.4 billion by 2030 and margins expanding to 36% [2] Industry Outlook - CoStar's forecast for the US retail market remains largely unchanged through 2026, with retail vacancy expected to rise slightly before declining later in the year and into 2027 [3] - Store closures are anticipated to increase in the first half of 2026, driven by uneven retail sales trends prompting some tenants to reduce their store footprint [4] - Full-year net absorption for retail space is projected to be just over 16 million square feet, marking the third weakest year for retail space demand in the past decade, only ahead of 2020 and 2025 [4] Company Overview - CoStar Group, Inc. is a global leader in commercial real estate information, analytics, and online marketplaces, focusing on digitizing real estate data to aid better property decisions [5]
Crown Castle (CCI) Price Target Cut as Barclays Adjusts Outlook after Results
Yahoo Finance· 2026-02-21 14:14
Core Insights - Crown Castle Inc. is recognized as one of the 14 best real estate stocks to buy according to hedge funds [1] - Barclays analyst Brendan Lynch has lowered the price target for Crown Castle from $101 to $91 while maintaining an Equal Weight rating [2] Financial Performance - During the Q4 2025 earnings call, CEO Christian Hillabrant reported that the company's full-year results exceeded the midpoint of its guidance across key financial metrics, indicating improved operational execution [3] Strategic Transition - The company is undergoing a significant transition to strengthen its long-term position and enhance shareholder value, which includes streamlining its business and simplifying its structure [4] - A major component of this strategy is the planned sale of its small cell and fiber businesses, expected to be completed in the first half of 2026, with approximately 60% of the workforce moving with those assets [4] Contractual Issues - Crown Castle has terminated its agreement with DISH due to non-payment, and is now pursuing recovery of over $3.5 billion in unpaid amounts related to that contract [5] Business Overview - Crown Castle operates more than 40,000 cell towers and approximately 90,000 route miles of fiber in the U.S., primarily leasing space on its communications infrastructure to wireless carriers and other customers under long-term agreements [6]
Why Rivian Stock Sank This Week
Yahoo Finance· 2026-02-21 14:13
Core Viewpoint - Rivian Automotive's stock experienced significant volatility following its fourth-quarter earnings report, initially rising but then dropping approximately 14% within a week, indicating investor skepticism about the company's ability to execute its growth plans [1]. Group 1: Financial Performance and Projections - Rivian projects sales to increase by nearly 60% above 2025 levels at the high end of its guidance range, driven by anticipated consumer interest in its new R2 model, which is expected to start at around $45,000 [3]. - The company is not solely relying on R2 sales; it plans to showcase its third-generation autonomy platform with the new model, which is expected to feature advanced sensor and computing technology [4]. Group 2: Market Sentiment and Investor Attitude - Investor sentiment towards Rivian appears cautious, with a prevailing attitude of "R2 or bust," reflecting the importance of the new model's success for the company's future [2]. - Despite initial excitement following the earnings release, investors are now waiting to see if Rivian can effectively execute its growth strategies [4].