Core Insights - Tapestry Inc. is recognized as one of the best performing stocks in the S&P 500 for 2025, with analysts raising price targets due to anticipated favorable market conditions heading into 2026 [1][2][3] Analyst Ratings and Price Targets - Baird analyst Mark Altschwager increased Tapestry's price target to $140 from $130, maintaining an Outperform rating, citing expected consumer stimulus and revenue growth as tariffs' initial impact diminishes [1] - Wells Fargo analyst Ike Boruchow raised the price target to $135 from $125 with an Overweight rating, highlighting resilient holiday consumer spending, favorable tax policy changes, and potential corporate benefits from tariff adjustments as key factors [2] - Jefferies analyst Ashley Helgans set a new price target of $142 from $135 while keeping a Buy rating, emphasizing the importance of strong existing momentum in the current market [3] Company Overview - Tapestry Inc. operates in the accessories and lifestyle brand sector, with a presence in North America, Greater China, and other international markets, structured into three segments: Coach, Kate Spade, and Stuart Weitzman [4]

Group 1 - Pool Corporation (NASDAQ:POOL) is recognized as one of the 15 Dividend Stocks with low payout ratios and strong upside potential [1] - CFRA upgraded Pool Corporation from Hold to Buy with a price target of $304 on December 23 [2] - Stifel analyst W. Andrew Carter lowered the price target for Pool Corporation from $295 to $240 while maintaining a Hold rating, indicating a positive overall bias toward building products in 2026 [3] Group 2 - Approximately one-third of Pool Corporation's revenue is derived from new pool installations, which surged during the pandemic but has since cooled due to higher interest rates and a slower housing market [4] - The remaining two-thirds of revenue comes from maintaining and repairing existing pools, which provides a steadier income stream as maintenance is essential for pool functionality [5] - Pool Corporation is the world's largest wholesale distributor of swimming pool equipment, parts, supplies, and outdoor living products [5]

Core Viewpoint - Chipotle Mexican Grill, Inc. (NYSE:CMG) is recognized as one of the best fast food stocks to buy, with positive ratings from Evercore ISI and Goldman Sachs, indicating a favorable outlook for the company [1][3]. Group 1: Sales and Earnings Forecasts - Evercore ISI has improved its Q4 2025 same-store sales forecast from -4% to -3%, reflecting a modest improvement in sales trends [1]. - The research firm also raised its Q4 2025 EPS forecast from $0.23 to $0.24, primarily due to the success of Chipotle's Buy One Get One promotions [2]. - For fiscal year 2026, Evercore ISI increased its EPS estimate from $1.17 to $1.19, indicating a 3% year-over-year growth [2]. Group 2: New Menu and Market Positioning - Goldman Sachs reaffirmed its Buy rating on Chipotle, highlighting the launch of a new High Protein Menu on December 23 in the US and Canada, which aims to leverage the company's strengths in customizable, clean-label ingredients [3]. - The new menu is designed to align with consumer trends, particularly the adoption of GLP-1 medications and a focus on macronutrients, especially protein, with certain offerings labeled as "GLP-1 friendly" [4]. - Chipotle operates a multinational chain of fast-casual restaurants specializing in Mexican cuisine, including burritos, quesadillas, tacos, salads, and bowls [4].

Clearwater Analytics Holdings, Inc. (NYSE:CWAN) is one of the Stocks That Could Mint Millionaires in 2026. Clearwater Analytics Holdings (CWAN): Activist Investor Wants Share Price Boost Latest reports, published by news agency Reuters, indicate that Thoma Bravo has made an offer for the company. Previous reports had held that private equity firms Warburg Pincus and Permira were in talks to acquire Clearwater. News outlet Bloomberg has also reported that Clearwater is considering a potential sale. On Dec ...

Dutch Bros Inc. (NYSE:BROS) is one of the Stocks That Could Mint Millionaires in 2026. Dutch Bros (BROS): KeyBanc Highlights Compelling Growth Story A person with a cell phone who is looking for new stocks On December 17, KeyBanc analyst Christopher Carril initiated coverage of Dutch Bros Inc. (NYSE:BROS) stock with an Overweight rating and $77 price target. In an investor note, the analyst noted that the company represented one of the most compelling growth stories, driven by mid-teens unit growth, and ...

Company Overview - PBF Energy Inc. (NYSE:PBF) is one of the largest independent petroleum refiners and suppliers of unbranded transportation fuels, heating oil, petrochemical feedstocks, lubricants, and other petroleum products in the United States [2]. Recent Stock Performance - The share price of PBF Energy fell by 16.19% between December 10 and December 17, 2025, making it one of the Energy Stocks that lost the most during that week [1]. Analyst Ratings and Price Targets - On December 8, Wolfe Research analyst Doug Leggate downgraded PBF Energy from 'Peer Perform' to 'Underperform', setting a price target of $23 due to a tactical underweight in the US refining sector and declining West Coast margins [3]. - Conversely, on December 12, Mizuho analyst Nitin Kumar upgraded the stock from 'Underperform' to 'Neutral', raising the price target from $31 to $38, indicating an upside potential of almost 43% from the current share price at that time [5]. Industry Challenges - The broader US refining sector is expected to face headwinds, including lower distillate cracks due to robust European inventories and potential risks associated with a Ukraine-Russia peace deal, which could lead to lower global crude prices [4].

Core Insights - Fluence Energy, Inc. (NASDAQ:FLNC) experienced a significant share price decline of 22.01% from December 10 to December 17, 2025, marking it as one of the worst-performing energy stocks during that week [1] Group 1: Analyst Downgrades - Mizuho downgraded Fluence Energy from 'Neutral' to 'Underperform' on December 8, citing the stock's premium valuation, while simultaneously raising its price target from $9 to $15 due to increased battery storage demand and improved EBITDA margins [2] - Johnson Rice also downgraded Fluence Energy from 'Buy' to 'Hold' on the same day, but raised its price target significantly from $8 to $18, indicating a belief in the company's potential despite the downgrade [4] Group 2: Market Performance and Forecast - The analyst noted that Fluence shares reflect 'premature enthusiasm' regarding data center pipeline conversion and AESC's battery cell line integration, despite a notable increase of over 67% in share price following the announcement of Q4 2025 results, where the company projected a revenue growth of 50% for FY 2026 [3] - Fluence reported a record $1.4 billion in orders for Q4, contributing to a total backlog of $5.3 billion as of September 30, with 85% of the revenue forecast already secured [3]

Core Viewpoint - Edison International (NYSE:EIX) is facing a cautious outlook in the utility sector, with analysts reducing price targets while the company maintains a commitment to shareholders through dividend increases [2][3][4]. Price Target Adjustments - Morgan Stanley analyst David Arcaro lowered the price target for Edison International from $64 to $59, maintaining an 'Underweight' rating, citing that the utility sector's performance will be influenced by data centers and growth expected in 2026 due to significant investments from Big Tech [3]. - JPMorgan also reduced its price target from $67 to $65 while keeping a 'Neutral' rating, reflecting adjustments in models for the North American utilities sector [4]. Dividend Commitment - Edison International raised its quarterly dividend by 6% to $0.8775 per share, resulting in an annual dividend yield of 6.02%, positioning it among the 15 Dividend Stocks Paying 4%+ Yield in 2025 [5].

Group 1 - Target Corporation (NYSE:TGT) was highlighted by Jim Cramer in relation to retail sales, noting that October retail sales were unchanged month over month and September's growth was revised down by 10 basis points [1] - Alternative readings for retail sales showed some improvement, with October retail sales excluding autos growing by 0.4% month over month, surpassing the expected 0.25%, and excluding both autos and gas, sales were up 0.5%, also better than expected [1] - Despite some positive indicators, concerns remain about consumer sentiment, with the belief that consumers are not feeling great but are still spending adequately for the holiday season [1] Group 2 - Target Corporation is a retailer that offers a variety of products including clothing, beauty items, groceries, electronics, home goods, and everyday essentials [2]

Core Viewpoint - Lucid Group, Inc. is experiencing a slowdown in electric vehicle demand in both the US and Europe, leading to a downgrade by Morgan Stanley and a revised price target [2][3][4] Group 1: Company Performance - Morgan Stanley downgraded Lucid Group, Inc. from Equal Weight to Underweight on December 8, reducing its price target from $30 to $10 [2] - The downgrade is part of a broader assessment of the auto and shared mobility industries, with Morgan Stanley projecting an "EV winter" lasting until next year [3] - Interim CEO Marc Winterhoff acknowledged a distinct slowdown in demand, attributing part of the decline to the elimination of US federal tax credits [4] Group 2: Market Outlook - The company is working through its backlog, which provides some protection against the slowdown in demand [4] - The first batch of Lucid's Gravity sport utility vehicles is expected to arrive in Europe later this year, with deliveries commencing in the first quarter of 2026 [4] - Morgan Stanley's forecast for internal combustion engines and hybrid vehicles has become moderately more favorable, indicating a shift in market dynamics [3]