BTIG upgraded NYSE:TJX to "Buy" with a price target increase from $165 to $185.TJX reported fourth-quarter earnings of $1.43 per share, surpassing the consensus estimate of $1.39, with quarterly sales of $17.7 billion.The company issued a weaker earnings forecast for the upcoming fiscal year with a GAAP EPS of $4.93 to $5.02, below market estimates of $5.17.The TJX Companies, Inc. (NYSE:TJX) is a leading off-price retailer of apparel and home fashions, operating stores under various names, including T.J. Ma ...

Core Viewpoint - Roth Capital upgraded AngloGold Ashanti's stock to "Buy" and raised the price target from $92 to $122, reflecting confidence in the company's future performance [2][5] Financial Performance - AngloGold Ashanti reported a record free cash flow of $2.9 billion in 2025, driven by strong production growth and disciplined cost management [2][5] - The company declared an interim dividend of $875 million for Q4 2025, bringing the total dividend payout for the year to a record $1.8 billion, demonstrating commitment to returning value to shareholders [3][5] Stock Performance - The stock is currently priced at $114.24, with a market capitalization of approximately $57.68 billion, indicating strong investor interest [4] - The stock has fluctuated between a low of $106.92 and a high of $114.65 on the current day, and over the past year, it reached a high of $115.81 and a low of $28.45 [4]

Core Viewpoint - Analysts at Citizens JMP have upgraded SoFi Technologies from Market Perform to Outperform, setting a price target of $30, indicating a potential upside of 40% for the stock [1]. Group 1 - SoFi Technologies' shares have underperformed compared to the broader market this year [1]. - Analysts are encouraging Wall Street to overlook this underperformance and consider the company's potential for growth [1].

Group 1 - FuboTV Inc. is a sports-first live TV streaming platform that competes with services like Hulu + Live TV and YouTube TV [1] - Seaport Global upgraded FuboTV's stock from Neutral to Buy, reflecting a positive outlook on the company's potential [2] - The stock price is currently $1.62, despite a decrease of 8.47% today, with fluctuations between $1.56 and $1.77 [3] Group 2 - FuboTV's market capitalization is approximately $571.4 million, indicating its size in the market [4] - The trading volume for FUBO today is 24,356,708 shares, showing active investor interest [4]

Core Viewpoint - Jefferies has upgraded Yum China Holdings to a "Buy" rating and increased the price target, reflecting strong financial performance and positive growth prospects for the company [1][6]. Financial Performance - Yum China reported earnings of $0.40 per share for the fourth quarter, exceeding the Zacks Consensus Estimate of $0.35 per share by 14.29% [2][6]. - The company's revenues for the quarter reached $2.82 billion, surpassing the Zacks Consensus Estimate by 3.01% and showing an increase from $2.6 billion in the same quarter the previous year [3][6]. Stock Performance - The stock price of Yum China (YUMC) is currently at $53.14, reflecting a price increase of $2.40 or 4.73% [4]. - Over the past year, YUMC has fluctuated between a low of $41 and a high of $53.99, indicating a positive trend in its stock performance [4]. Market Position - Yum China's market capitalization is approximately $18.79 billion, with a trading volume of 1,968,030 shares, indicating strong investor confidence in the company's growth prospects [5].

Upgrades - BMO Capital upgraded Southwest (LUV) to Outperform from Market Perform with a price target of $57.50, up from $43, citing significant momentum and earnings upside to at least $4.00 per share in 2026 from 93 cents in 2025 [2] - Barclays upgraded Quest Diagnostics (DGX) to Overweight from Equal Weight with a price target of $210, up from $195, noting sustainable organic growth of 4% from fiscal 2024 to 2025 [3] - Guggenheim upgraded GE Vernova (GEV) to Buy from Neutral with a price target of $910, believing the market may underestimate cash generation potential and margin improvement in the electrification segment [4] - Wolfe Research upgraded Broadcom (AVGO) to Outperform from Peer Perform with a price target of $400, based on channel checks indicating the company will ship 7 million tensor processing units by 2028 [5] - Citi upgraded Spotify (SPOT) to Buy from Neutral with an unchanged price target of $650, stating the stock's valuation is now attractive and consensus estimates are beatable [5] Downgrades - HSBC downgraded Pinterest (PINS) to Hold from Buy with a price target of $24.90, down from $34.50, due to an abrupt jobs cut announcement indicating a softer near-term outlook [6] - Jefferies downgraded Kenvue (KVUE) to Hold from Buy with a price target of $18, down from $23, following shareholder approval for a merger with Kimberly-Clark [6] - Citizens downgraded SAP (SAP) to Market Perform from Outperform without a price target, citing disappointing Q4 sales results and a current cloud backlog growth of 25% versus the expected 26% [6] - D. Boral Capital downgraded Quince Therapeutics (QNCX) to Hold from Buy without a price target after negative results from a pivotal Phase 3 clinical trial [6] - Stifel downgraded Codere Online (CDRO) to Hold from Buy with a price target of $8.50, down from $9, believing the company's estimates need to reset due to a recently announced tax hike in Mexico [6]

Upgrades Summary - Barclays upgraded Zillow Group (ZG) to Equal Weight from Underweight with a price target of $72, increased from $66, citing that significant downside risks are already reflected in the stock price [2] - Rosenblatt upgraded Fortinet (FTNT) to Buy from Neutral with a price target of $100, up from $85, based on positive channel checks indicating a "meaningful inflection" in demand ahead of the Q4 report on February 5 [2] - Benchmark upgraded Littelfuse (LFUS) to Buy from Hold with a price target of $360, following a strong Q4 report and an optimistic outlook as demand improves across the business [2] - Morgan Stanley upgraded Cencora (COR) to Overweight from Equal Weight with a price target of $400, up from $361, highlighting the company's leadership in specialty markets, which will be enhanced by the acquisition of a majority stake in OneOncology [2] - Chardan upgraded Korro Bio (KRRO) to Buy from Neutral with a price target of $15 after the analyst day, indicating that the company has "turned the page" [2] - Piper Sandler also upgraded Korro Bio to Overweight from Neutral [2]

Core Viewpoint - Lam Research Corporation has demonstrated strong financial performance, leading to a stock upgrade from Hold to Buy by Summit Insights Group Financial Performance - Lam Research reported earnings of $1.27 per share, exceeding the Zacks Consensus Estimate of $1.17 per share, resulting in a positive earnings surprise of 8.99% [2] - The company's revenue for the quarter ending December 2025 was $5.34 billion, surpassing the Zacks Consensus Estimate by 2.11% and showing a significant increase from $4.38 billion in the same period the previous year [3] - Over the last four quarters, Lam Research has consistently outperformed consensus estimates for both earnings per share and revenue [3] Stock Performance - The current stock price of LRCX is $239.58, reflecting a 0.47% increase or $1.12 [4] - The stock has fluctuated between a low of $237.14 and a high of $243.99 today, with the latter being its highest price in the past year [4] - Lam Research's market capitalization stands at approximately $300.92 billion, with a trading volume of 15.13 million shares today [4]

Core Viewpoint - Energy Fuels Inc. is a significant player in the uranium and vanadium mining sector, focusing on the extraction and development of critical minerals essential for nuclear energy and industrial applications [1] Group 1: Stock Performance - Roth Capital upgraded Energy Fuels' stock from Sell to Neutral, with the stock priced at $24.16, amid a volatile trading period [2] - Despite a recent decline of 4.46% to $23.33, Energy Fuels has seen a remarkable 74.18% rise over the past month, significantly outperforming the Basic Materials sector's 10.45% gain and the S&P 500's 0.18% increase [3][6] - The stock has fluctuated between $22.45 and $24.43 today, with a market cap of approximately $5.73 billion and a trading volume of 15.09 million shares [4] Group 2: Financial Performance - Energy Fuels is projected to have a revenue of $27 million, reflecting a 32.36% decrease from the previous year [4] - The expected EPS is -$0.07, indicating a 63.16% improvement from the previous year, while Zacks Consensus Estimates predict full-year earnings of -$0.34 per share [3][4][6] - Over the past year, the stock has experienced significant volatility, with a high of $27.33 and a low of $3.20, highlighting the dynamic nature of the mining industry [5]

Core Insights - W.W. Grainger, Inc. is a leading distributor in the maintenance, repair, and operating (MRO) products sector, competing with companies like Fastenal and MSC Industrial Direct [1] Financial Performance - Grainger reported earnings of $10.21 per share in the previous quarter, exceeding the consensus estimate of $9.95, with revenue of $4.66 billion, slightly above the expected $4.64 billion, marking a 6.1% increase year-over-year [3] - The company has a strong financial health indicated by a return on equity of 49.40% and a net margin of 9.75% [4][6] - For fiscal year 2025, Grainger's guidance suggests earnings per share between $39.00 and $39.75, reflecting confidence in ongoing performance [5] Stock Performance - Oppenheimer upgraded Grainger's stock rating from "Perform" to "Outperform" with a current stock price of $1,049.97 ahead of the fourth-quarter 2025 earnings announcement [2][6] - The stock has fluctuated over the past year, reaching a high of $1,139.15 and a low of $893.99, with a trading volume of 137,703 shares on the NYSE [5]