Core Insights - The Chefs' Warehouse, Inc. (NASDAQ:CHEF) reported Q4 revenue of $1.14 billion, exceeding the consensus estimate of $1.1 billion, indicating strong business activity and demand during the holiday season [1][6] - The company anticipates FY26 revenue between $4.35 billion and $4.45 billion, slightly above the consensus of $4.4 billion, reflecting ongoing growth momentum [2] - Benchmark raised its price target for The Chefs' Warehouse to $84 from $79, maintaining a Buy rating due to strong underlying business momentum [2] Financial Performance - Q4 revenue reached $1.14 billion, surpassing the consensus of $1.1 billion, showcasing effective execution in both domestic and international markets [1][6] - The projected FY26 revenue range is $4.35 billion to $4.45 billion, indicating a positive outlook for the company's financial performance [2] Market Position - The company is experiencing consistent growth in market share, with year-over-year organic volume growth, unique item placements, and new customer acquisitions [1] - The Chefs' Warehouse distributes specialty food and center-of-the-plate products across the United States, the Middle East, and Canada, highlighting its broad market reach [3]

Core Insights - SharkNinja, Inc. (NYSE:SN) is recognized as one of the 11 Best All-Time High Stocks to Buy according to Wall Street [1] - Oppenheimer raised its price target for SharkNinja to $145 from $140, maintaining an Outperform rating, indicating positive sentiment regarding the company's prospects [1] - Morgan Stanley and Guggenheim also raised their price targets for SharkNinja, reflecting confidence in the company's strong operational momentum [2] Financial Performance - SharkNinja reported Q4 revenue of $2.10 billion, slightly above the consensus estimate of $2.09 billion [4] - The company achieved a net sales growth of 17.6% in Q4, demonstrating robust performance across its product categories [4] - Notably, the Beauty and Home Environment Appliances category saw a significant growth of 63.2% [4] Analyst Ratings - Oppenheimer's price target increase to $145 reflects an optimistic outlook on SharkNinja's near- and long-term growth potential [1] - Morgan Stanley raised its price target to $128 from $110 while maintaining an Equal Weight rating, indicating a more cautious but still positive view [2] - Guggenheim also increased its price target to $145 from $140, maintaining a Buy rating based on the company's strong Q4 performance [2]

Core Insights - The Williams Companies, Inc. (NYSE:WMB) is recognized as one of the best all-time high stocks to buy according to Wall Street [1] - Jefferies and UBS have both raised their price targets for Williams, indicating strong market confidence in the company's growth potential [1][2] Financial Performance - Williams reported Q4 adjusted EPS of $0.55, slightly below the consensus estimate of $0.57 [4] - The company achieved a record adjusted EBITDA of $7.75 billion in 2025, reflecting a five-year adjusted EBITDA CAGR of 9% and a five-year EPS CAGR of 14% [4][5] - For 2026, the adjusted EBITDA guidance is set at $8.2 billion at the midpoint, supported by pipeline transmission and offshore projects [5] Growth Projections - Jefferies expects Williams to deliver a 12% to 13% EBITDA compound annual growth rate through FY30, with a sustainable EBITDA trajectory of over 10% beyond 2030 [1] - UBS highlighted a power generation backlog of approximately $7.3 billion, which is expected to generate about $1.4 billion in annual EBITDA by 2029 [2] Business Segments - The Williams Companies operates energy infrastructure assets in the United States through various segments, including Transmission & Gulf of America, Northeast G&P, West, and Gas & NGL Marketing Services [6]

FedEx Corporation (NYSE:FDX) is among the 11 Best All-Time High Stocks to Buy According to Wall Street. On February 13, 2026, Stifel analyst J. Bruce Chan raised the price target on FedEx Corporation (NYSE:FDX) to $412 from $328 and maintained a Buy rating after the company hosted an Investor Day outlining its mid-term strategic roadmap to 2029. J. Bruce Chan said FedEx is emerging from a turbulent stretch in the parcel market, shaped by 3.5 years of freight cycle softness, the post-COVID normalization of ...

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]

Hall said, "Social Security has a cost-of-living adjustment [that] keeps up with inflation. Our investments will also adjust over time if we keep some growth in the mix. The real lever is spending. When prices bite, pull back on nonessentials. Maybe fewer big trips for a season. Maybe different choices than what you have always done. Keep core bills matched to steady income and let the portfolio work."We don’t marry a 3% or 4% rule [for the percentage of your retirement funds to withdraw each year ]. We set ...

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]

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].

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]

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]