华尔街最受关注、最能影响市场走势的研究评级现已汇总于此。以下是由《The Fly》整理的、投资者 需了解的今日机构评级变动。 重点上调评级 责任编辑：郭明煜 华尔街最受关注、最能影响市场走势的研究评级现已汇总于此。以下是由《The Fly》整理的、投资者 需了解的今日机构评级变动。 重点上调评级 Arete 将 Spotify（SPOT） 评级从中性上调至买入，目标价 586 美元。该机构认为公司付费会员 业务毛利率持续改善，且 Spotify 面临的 AI 颠覆风险极小。 Arete 将 Spotify（SPOT） 评级从中性上调至买入，目标价 586 美元。该机构认为公司付费会员 业务毛利率持续改善，且 Spotify 面临的 AI 颠覆风险极小。 TD Cowen 在投资者日之后，将 纳斯达克（NDAQ） 评级从持有上调至买入，目标价从 105 美元 上调至 106 美元。理由是近期股价回调，且对纳斯达克平台（尤其金融科技板块）的可持续性更 有信心。 富国银行将 爱尔康（ALC） 评级从持平上调至超配，目标价从 88 美元上调至 97 美元。认为其 2026 年业绩指引存在上行空间，新产品周期正开始推动 ...

Key Takeaways MELI reported Q4 EPS of $11.03, down 12.5% YoY, missing estimates despite 44.6% revenue growth.MELI's commerce and fintech revenues rose 40% and 51%, with GMV up 37% and TPV up 42% YoY.MELI saw ad revenues jump 70% and its credit portfolio surge 90%, as margins contracted and expenses climbed.MercadoLibre (MELI) reported fourth-quarter 2025 earnings of $11.03 per share, which missed the Zacks Consensus Estimate by 6.29% and declined 12.53% year over year. Revenues rose 44.55% on a year-over-ye ...

Group 1 - The U.S. stock market indices rose across the board, with the Dow Jones increasing by 230.81 points (0.47%) to close at 49,625.97, the Nasdaq up by 203.34 points (0.90%) to 22,886.07, and the S&P 500 gaining 47.62 points (0.69%) to finish at 6,909.51 [2] - The rise in stock prices was influenced by the U.S. Supreme Court's rejection of President Trump's global tariffs, which is expected to alleviate cost pressures on businesses and reduce concerns about persistent inflation in the U.S. economy [2][5] - Major technology stocks saw positive performance, with Alphabet rising by 4.01%, Netflix by 2.17%, and Amazon increasing by 2.56% following the Supreme Court ruling [3][5] Group 2 - The U.S. GDP growth for the fourth quarter was reported at an annualized rate of 1.4%, significantly below the expected 2.5%, primarily due to a government shutdown that impacted economic growth by approximately 1 percentage point [6][7] - The core Personal Consumption Expenditures (PCE) index, a preferred inflation measure by the Federal Reserve, remained stable at 3%, which is above the Fed's target of 2% [7] - Retail stocks responded positively to the Supreme Court's decision, with Home Depot rising by 0.97% and Five Below increasing by 1.91%, indicating a favorable market sentiment towards consumer goods companies [5][6]

Market Reaction - Investors reacted positively to the Supreme Court ruling, which rejected President Trump's global tariffs, alleviating cost pressures on businesses and reducing concerns about persistent inflation in the U.S. economy [2][4]. Stock Market Performance - All three major U.S. stock indices closed higher, with the Dow Jones up 230.81 points (0.47%) at 49,625.97, the Nasdaq up 203.34 points (0.90%) at 22,886.07, and the S&P 500 up 47.62 points (0.69%) at 6,909.51 [2]. - For the week, the Dow rose 0.25%, the S&P 500 increased by 1.07%, and the Nasdaq gained 1.51% [3]. Sector Performance - The technology sector saw gains, with major companies like Alphabet up 4.01%, Netflix up 2.17%, Meta up 1.69%, Apple up 1.54%, and Nvidia up 1.02%. However, Microsoft experienced a slight decline of 0.31% [3]. - Retail stocks also rose in response to the Supreme Court ruling, with Home Depot up 0.97% and Five Below up 1.91% [4]. Economic Data - The U.S. GDP growth for the fourth quarter was reported at 1.4%, significantly below the expected 2.5%, primarily due to the government shutdown impacting economic growth by approximately 1 percentage point [6]. - The core Personal Consumption Expenditures (PCE) index remained stable at 3%, which is above the Federal Reserve's target of 2% [7].

Dow Jones, S&P 500, Nasdaq gains after Supreme Court tariff ruling: Stocks edged higher Friday after the Supreme Court ruled against US president Donald Trump’s sweeping tariffs, giving a lift to retailers and other companies that had struggled with rising import and manufacturing costs tied to the duties.Dow Jones Climbs After Supreme Court Tariff Ruling - DJIA Today Recovers From Early Losses After Economic Data MissThe Dow Jones Industrial Average rose 93.81 points, or 0.2%, recovering from an earlier 20 ...

What do slime, beauty dupes, and a candy aisle have in common. They're powering a $4 billion retail machine. This is Five Below, a company that has emerged as one of retail's comeback stories this winter thanks to a turnaround in targeting teens.It's not exactly a dollar store, not exactly a toy store either. It's a fluorescent maze of $5 impulse buys, Stanley style tumblers, bluey bracelets, pickle ball sets, mystery boxes, shelves of slime. Almost nothing here is a need, and that's [music] kind of the poi ...

From designer dupes to junk food kids want cheap stuff — lots of it. And Five Below delivers.Katie Meyer explains https://t.co/3LxaBwsowL https://t.co/dhR9mUNpnU ...

From designer dupes to junk food, Five Below knows exactly what kids want https://t.co/CDYlUQ8Q6v ...

Core Insights - Boot Barn Holdings, Inc. (BOOT) is trading at a forward 12-month price-to-earnings (P/E) ratio of 22.44, higher than the industry average of 18.41, indicating investor confidence in long-term growth despite trading below its one-year median P/E ratio of 24.48, suggesting a potential value opportunity [1] Price Performance - BOOT's shares have increased by 36.3% over the past year, significantly outperforming the Zacks industry's growth of 6.8%, the Retail-Wholesale sector's decline of 2.4%, and the S&P 500's increase of 13.9% during the same period [2] Stock Trading Metrics - Closing at $187.99, Boot Barn stock is 10.6% below its 52-week high of $210.25 reached on December 12, 2025, and is trading above its 200-day simple moving average of $174.46, indicating a favorable technical setup [3] Sales and Margin Growth - BOOT reported a 5.7% same-store sales growth and expanded merchandise margins by 110 basis points, driven by high single-digit growth in Western boots and mid-teens growth in denim [6][7] - Merchandise margin expansion was supported by buying scale benefits, supply chain efficiencies, and a 240 basis points growth in exclusive brands, with selective price increases planned for certain exclusive products [8] Omnichannel Strategy - The company's omnichannel strategy shows digital growth supported by strong in-store performance, with total same-store sales growing by 5.7%, including a 19.6% increase in e-commerce same-store sales and a 3.7% increase in retail store sales [9] Store Expansion - Boot Barn ended the fiscal third quarter with 514 stores, including 25 new openings, and aims for a long-term target of 1,200 locations nationwide, with new stores expected to generate approximately $3.2 million in annual sales in their first full year [11] Updated Guidance - The company raised its full-year sales outlook to between $2.24 billion and $2.25 billion, reflecting growth of 17% to 18% compared to fiscal 2025, and lifted merchandise margin guidance to approximately 50.8% of sales [14] - Consolidated same-store sales growth is now forecasted between 6.5% and 7%, with retail same-store sales expected to be in the range of 5.5%-6% and e-commerce same-store sales projected at 14.5%-15% [15] Earnings Estimates - The Zacks Consensus Estimate for BOOT's current and next financial year earnings per share has improved by 13 cents and 23 cents, respectively, in the past 30 days [17] Investment Perspective - Boot Barn's premium valuation is supported by broad-based category strength, disciplined margin expansion, and an accelerating omnichannel execution, suggesting that the current valuation reflects quality [18]

Core Insights - Boot Barn Holdings, Inc. (BOOT) has demonstrated strong online sales growth, with e-commerce same-store sales increasing by 19.6% year over year in Q3 fiscal 2026, significantly surpassing retail same-store growth of 3.7% and total company same-store growth of 5.7% [1][8] - The company's strategy of launching stand-alone websites for exclusive brands has been a key driver of this momentum, enhancing digital visibility and attracting first-time customers [2][3] E-commerce Strategy - The introduction of dedicated websites for brands like Cody James and Hawx has yielded strong initial results, reinforcing the effectiveness of marketing proprietary brands independently from the core Boot Barn platform [2] - Boot Barn plans to launch additional stand-alone sites, including Shyanne and CLEO & WOLF, to further enhance brand identities and customer engagement [3] Omnichannel Growth Model - The company's omnichannel strategy supports a virtuous loop where digital platforms enhance brand awareness and drive traffic to physical stores, leading to a raised full-year e-commerce growth outlook of 15%, up from a previous range of 11% to 13% [4] - By leveraging a low-cost digital infrastructure, Boot Barn is building a scalable and efficient omnichannel growth model [4] Stock Performance and Valuation - BOOT's shares have increased by 6.5% year to date, outperforming the industry's rise of 4.2%, and the company holds a Zacks Rank of 1 (Strong Buy) [5] - The forward price-to-earnings ratio for BOOT is 22.45, which is higher than the industry average of 18.42 [6] Earnings Estimates - The Zacks Consensus Estimate indicates a year-over-year earnings growth of 26% for the current fiscal year and 16.1% for the next fiscal year [10] - Current estimates for BOOT's earnings per share (EPS) are 7.33 for the current year and 8.52 for the next year, reflecting a growth estimate of 25.95% and 16.12% respectively [11]