Group 1: Company Overview - Snowflake Inc. (NYSE:SNOW) provides a cloud-based data platform that enables organizations to consolidate data, build applications, and apply artificial intelligence to generate business insights [3]. Group 2: Recent Developments - On February 2, 2026, Snowflake announced a multi-year, $200 million collaboration with OpenAI aimed at helping enterprises derive more value from proprietary data using AI, making OpenAI models natively available to Snowflake's 12,600 global customers [2]. - On February 11, 2026, Goldman Sachs lowered its price target on Snowflake to $246 from $286 but maintained a Buy rating, expecting solid fundamentals that demonstrate resilience relative to the broader software sector [1]. - RBC Capital reduced its price target on Snowflake to $245 from $300 while keeping an Outperform rating, citing negative investor sentiment toward software and a preference for companies with clearer paths to AI monetization [1].

Core Insights - AECOM is recognized as one of the 10 Best Consensus Buy-Rated Stocks to Invest in, with analysts increasing price targets following strong fiscal Q1 performance [1][2]. Financial Performance - AECOM reported Q1 revenue of $3.83 billion, exceeding the consensus estimate of $3.53 billion, and demonstrated growth in net service revenue of 2% on a constant currency basis and 5% when adjusted for fewer working days [3]. - The company’s backlog increased by 9%, supported by a 1.5 book-to-burn ratio and several large project wins, indicating strong future revenue potential [3]. Analyst Ratings and Price Targets - Truist analyst Jamie Cook raised the price target on AECOM to $132 from $126 while maintaining a Buy rating, citing fiscal Q1 EPS that surpassed management expectations [1]. - BofA analyst Michael Feniger also raised his price target to $118 from $117, maintaining a Buy rating, and noted AECOM's positioning to benefit from infrastructure tailwinds and margin expansion [2]. Strategic Initiatives - Management highlighted ongoing investments in Advisory, Program Management, and technology initiatives, including AI, aimed at expanding the addressable market and reinforcing long-term growth targets [3].

Group 1: Company Performance and Financials - IQVIA reported fourth-quarter revenue of $4.36 billion, exceeding the consensus estimate of $4.08 billion [3] - The company achieved near double-digit revenue and EPS growth in 2025, with strong performance across all segments [3] - CEO Ari Bousbib highlighted that expanded go-to-market efforts, operational discipline, and AI-related investments supported topline growth [3] Group 2: Analyst Ratings and Price Target - Morgan Stanley lowered its price target on IQVIA Holdings Inc. to $240 from $265 but maintained an Overweight rating [1][5] - The adjustment in price target followed the company's quarterly results [1] Group 3: Strategic Collaborations - IQVIA and the Duke Clinical Research Institute announced a collaboration to advance clinical research in obesity and related cardiometabolic trials [2] - The partnership aims to set a new standard for collaboration between life science service companies and academic research organizations, focusing on improving trial efficiency [2]

Group 1 - Trimble Inc. is recognized as one of the 10 Best Consensus Buy-Rated Stocks to Invest in [1] - On February 10, 2026, Trimble reported fourth-quarter revenue of $969.8 million, exceeding the consensus estimate of $950.17 million [2] - The company achieved record annualized recurring revenue of $2.39 billion for 2025 and record fourth-quarter revenue of $970 million [2] Group 2 - Baird lowered its price target for Trimble to $90 from $95 while maintaining an Outperform rating, citing solid execution and firm initial guidance for 2026 [1][3] - JPMorgan also reduced its price target for Trimble to $88 from $98 but kept an Overweight rating [1] - Trimble's fiscal 2026 revenue is projected to be between $3.81 billion and $3.91 billion, compared to the consensus estimate of $3.84 billion [3] Group 3 - The company focuses on providing technology solutions for professionals in architecture, engineering, construction, and related industries [3] - Management emphasized record gross and operating margin levels, indicating strong operational performance [2] - Trimble is positioned to continue executing its Connect & Scale strategy in 2026 [2]

Group 1 - HubSpot, Inc. (NYSE:HUBS) is recognized as one of the 10 Best Consensus Buy-Rated Stocks to Invest in, with recent price target increases from Citi and Bernstein [1][2] - Citi raised its price target on HubSpot to $640 from $600, maintaining a Buy rating, while Bernstein increased its target to $463 from $448, keeping an Outperform rating [1] - HubSpot reported Q4 revenue of $846.7 million, exceeding the consensus estimate of $830.81 million, with a noted 20% revenue growth and margin improvement [2] Group 2 - CEO Yamini Rangan described 2025 as a transformative year for HubSpot, driven by momentum in its customer platform and increased AI adoption [2] - Management is focused on expanding its upmarket presence and driving durable growth as it enters 2026 [2] - Canaccord analyst David Hynes lowered his price target to $485 from $600 but maintained a Buy rating, citing healthy net new customer additions and a strong structural positioning [1]

Core Insights - Vistra Corp. (NYSE:VST) is recognized as one of the 10 Best Consensus Buy-Rated Stocks to Invest in, with multiple analysts upgrading their ratings and price targets recently [1][2][3]. Analyst Upgrades - On February 12, 2026, JPMorgan analyst Jeremy Tonet raised the price target for Vistra Corp. to $239 from $233 and maintained an Overweight rating [1]. - Jefferies analyst Julien Dumoulin-Smith upgraded Vistra Corp. to Buy from Hold on February 10, 2026, increasing the price target to $203 from $191, citing a favorable risk/reward profile after a recent selloff [2]. - Goldman Sachs analyst Carly Davenport also upgraded Vistra Corp. to Buy from Neutral on February 6, 2026, raising the price target to $205 from $200, highlighting the company's ability to secure significant power purchase agreements [3]. Company Overview - Vistra Corp. operates as an integrated retail electricity and power generation company in the United States, with segments including Retail, Texas, East, West, and Asset Closure [4].

Core Insights - KKR & Co. Inc. (NYSE: KKR) is recognized as one of the 10 Best Consensus Buy-Rated Stocks to Invest in, despite recent price target adjustments by analysts [1][4] - The company reported strong fourth-quarter results, with total revenue of $5.74 billion, significantly up from $3.26 billion in the prior year, although asset management segment revenue fell short of consensus estimates [3] Analyst Ratings - BofA lowered its price target on KKR to $160 from $164 but maintained a Buy rating, adjusting EPS estimates following the fourth-quarter results [1] - Morgan Stanley raised its price target on KKR to $177 from $176, maintaining an Overweight rating, citing the stock's attractive entry point after a 22% decline year to date [2] Financial Performance - KKR's fourth-quarter asset management segment revenue was reported at $1.64 billion, below the consensus estimate of $1.78 billion [3] - The company achieved record annual figures in 2025 across key metrics, including Fee Related Earnings and Adjusted Net Income per share, indicating strong overall performance [3] Strategic Moves - KKR announced the acquisition of Arctos Partners, enhancing its capabilities in sports investing and capital solutions for asset managers [3] - Management expressed confidence in the firm's long-term positioning, suggesting a positive outlook for future growth [3]

Core Insights - Wolfe Research analyst Emmanuel Rosner forecasts that Tesla's Robotaxi operation could generate $250 billion in revenue by the middle of the next decade [2] Group 1: Revenue Potential - Rosner's analysis suggests that Tesla could be on the verge of generating hundreds of billions of dollars in new revenue from Robotaxi over the next decade [2] - By 2035, the ride-hailing market is expected to be divided with 30% from autonomous vehicles and 70% from human drivers, with Tesla projected to capture 50% of the robotaxi market [8] - Assuming a price of $1 per mile, the total robotaxi opportunity for Tesla carries an equity value estimated at $2.75 trillion [8] Group 2: Risks and Challenges - Financial models for Robotaxi are highly sensitive and primarily driven by assumptions, with the current market largely consisting of combustion engine vehicles [5] - The development of Robotaxi requires significant capital investment, which may pressure Tesla's gross margins and free cash flow until the operation scales [7] - The market size for autonomous vehicles remains uncertain, and if it turns out to be smaller than Rosner's model suggests, Tesla's opportunity could diminish considerably [6]

Core Insights - The Waldorf Astoria New York is being put up for auction after a $2 billion renovation, marking the end of a decade-long capital cycle that began with its acquisition by Anbang Insurance Group for $1.95 billion in 2014 [6][7]. Recent Hotel Transactions - The Waldorf sale follows several high-profile hotel transactions in New York City, including the Ritz-Carlton New York, Central Park for approximately $400 million, the InterContinental Times Square for $230 million, and the Edition Clocktower Hotel for $250 million [1]. Market Trends - The luxury hotel sector in Manhattan has shown resilience despite broader commercial real estate challenges, with average daily rates for luxury hotels reaching $580 last year [2]. Renovation Details - The renovation of the Waldorf involved significant restoration efforts, including cleaning or replacing 1.37 million exterior bricks and substituting 5,584 windows with historically accurate replicas, returning the lobby to its original 1931 proportions [4]. Property Conversion - Approximately half of the Waldorf's 1.6 million-square-foot structure has been converted into 372 private residences, with prices ranging from $1.8 million for studios to over $18 million for four-bedroom units [5]. Investment Overview - The total investment for the Waldorf, including acquisition and renovation, is estimated to exceed $4 billion, reflecting a 25% increase in renovation costs [6].

We’ll jump right into the thick of things with big-box retailer Target (TGT). After a rough period where TGT stock lost more than 38% of value over the past five years, the retail icon is on a comeback trail. Since the beginning of January, TGT has moved up more than 19%, earning it a 96% Strong Buy rating from the Barchart Technical Opinion indicator.To be clear, the smart money is transactionally sophisticated, not necessarily prescient. Insights gathered from the volatility skew should serve as a springb ...