Amrize Ltd (NYSE:AMRZ) is among the 11 Newly-Listed NYSE Stocks to Buy Now. Oppenheimer Increased its Price Target on Amrize Ltd (AMRZ) to $70 and Maintains an Outperform Rating On February 19, 2026, Oppenheimer increased its price target on Amrize Ltd (NYSE:AMRZ) to $70 from $64 and maintained an Outperform rating. The firm noted the shares moved higher after the company reported Q4 2025 EBITDA of $779M and issued 2026 revenue and profitability guidance that came in moderately above Street expectations. ...

JBS N.V. (NYSE:JBS) is among the 11 Newly-Listed NYSE Stocks to Buy Now. JBS N.V. (JBS) Reaches an Agreement to Invest $150 Million in Exchange for an 80% Ownership Interest in a Food Business Based in Oman On February 8, 2026, JBS N.V. (NYSE:JBS) reached an agreement to invest $150 million in exchange for an 80% ownership interest in a food business based in Oman, according to reporting by Dayanne Sousa and Martha Viotti Beck of Bloomberg. The transaction is being carried out in partnership with the Oma ...

Core Insights - The Vita Coco Company, Inc. (NASDAQ:COCO) is recognized as one of the best high-growth consumer stocks to invest in currently [1] Financial Performance - For Q4 2026, Vita Coco reported revenue of $128 million, surpassing the consensus estimate of $119.21 million [2] - The company anticipates full-year 2026 net sales between $680 million and $700 million, driven by low teens growth in Vita Coco Coconut Water and improvements in Private Label trends [3] - Gross margin is projected to be approximately 38%, benefiting from lower costs due to reduced tariffs and higher pricing, though partially offset by adverse product mix and increased promotional expenses [3] - Adjusted EBITDA is expected to range from $122 million to $128 million for the year [3] Market Position and Growth Drivers - The coconut water category is identified as one of the fastest-growing beverage categories, with Vita Coco's retail sales experiencing healthy growth in the U.S. and core international markets [2] - Growth is supported by the company's investments as a category leader, increased household penetration, new consumption occasions, and effective supply chain performance [2]

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 - 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]

Core Viewpoint - Welltower Inc. is recognized as one of the best real estate stocks to buy, reflecting strong confidence from hedge funds and analysts regarding its growth potential [1][9]. Financial Performance - In the fourth quarter, Welltower reported a revenue increase of 36%, EBITDA growth of 32%, and FFO per share rising by 22% [3]. - The company has strengthened its balance sheet by reducing leverage while investing in technology and personnel to support long-term growth [3]. Strategic Initiatives - Welltower launched its private funds management business and updated incentive programs for teams and operating partners [4]. - The company introduced the Tech Quad initiative to enhance technology capabilities and operational efficiency [4]. Investment Activity - Welltower completed nearly $11 billion in net investments, primarily focused on senior housing in high-growth markets [5]. - The company funded these investments largely through the $7.2 billion sale of its outpatient medical business, allowing a greater focus on senior housing [5]. - As of early 2026, Welltower has already completed or contracted $5.7 billion in acquisitions, with an additional $2.5 billion in potential deals [6]. Company Overview - Welltower Inc. is a healthcare real estate company specializing in senior housing and wellness communities across the U.S., U.K., and Canada, with a portfolio of over 2,000 properties [7].

Core Viewpoint - Public Storage (NYSE:PSA) is recognized as one of the best real estate stocks to buy according to hedge funds, with a strong focus on its acquisition capabilities and leadership transition [1][7]. Group 1: Analyst Recommendations - Goldman Sachs analyst Caitlin Burrows raised the price target for Public Storage to $330 from $321, maintaining a Buy rating after the company's Q4 results [2]. - The analyst highlighted the company's advantage in acquiring large assets while generating strong returns due to its lower cost of capital, allowing it to pursue deals that competitors may overlook [2]. Group 2: Leadership Transition - CEO Joseph Russell announced a significant leadership transition, promoting Tom Boyle to CEO and Trustee, marking a generational change for the company [3]. - Russell emphasized Boyle's strong track record as CFO and CIO, noting his contributions to capital allocation and overall business performance [3]. Group 3: Company Performance - Russell introduced Joe Fisher as the new President and CFO, citing his deep industry experience and respect within the REIT sector as valuable to the leadership team [4]. - Public Storage led its sector in same-store revenue growth, NOI growth, and NOI margins from 2023 to 2025, achieving the strongest core FFO per share growth and total shareholder returns of 18.6%, outperforming peers [4]. Group 4: Company Overview - Public Storage is a self-storage REIT that operates storage facilities, providing flexible month-to-month lease terms for both individuals and businesses [5].

Core Insights - Mid-America Apartment Communities, Inc. (NYSE:MAA) is recognized as one of the 14 best real estate stocks to buy according to hedge funds [1] - Citi has reduced its price target for MAA from $155 to $148 while maintaining a Neutral rating, reflecting concerns in the multifamily sector [2] - Cantor Fitzgerald slightly raised its price target for MAA from $137 to $141, also maintaining a Neutral rating, emphasizing the importance of new lease rate growth as the leasing season approaches [2] Financial Performance - During the Q4 2025 earnings call, CEO Brad Hill reported that core FFO met expectations despite high supply levels, with occupancy increasing by 10 basis points and same-store blended lease performance improving by 40 basis points year-over-year [3] - The company anticipates blended lease rates to improve by 110 to 160 basis points and effective rent growth to increase by approximately 85 basis points compared to 2025 [3] Investment and Development - The company is focusing on technology and property enhancements, including digital initiatives and community-wide WiFi, with capital spending on redevelopment expected to rise by over 10% in 2026 [4] - MAA has an active development pipeline valued at $932 million, including a recently acquired project in Scottsdale, Arizona, and plans for a 287-unit apartment community in Arlington, Virginia, with expected stabilized NOI yields of 6% to 6.5% [5] Company Overview - Mid-America Apartment Communities, Inc. is a multifamily REIT that owns, operates, acquires, and selectively develops apartment communities, primarily in the Southeast, Southwest, and Mid-Atlantic regions of the United States [6]

Amprius Technologies Inc. (NASDAQ:AMPX) is one of the best alternative energy stocks to invest in according to analysts. On February 3, Amprius Technologies Inc. (NYSE:AMPX) partnered with Nanotech Energy, a U.S.-based advanced lithium-ion battery developer, to manufacture its silicon-anode battery cells. The deal makes Nanotech Energy Amprius’ first-ever domestic manufacturing partner. Amprius (AMPX) Expands Role in Advanced Energy Storage Solutions According to Amprius, the deal was necessary because o ...

Core Insights - SunPower Inc. is recognized as a leading alternative energy stock, with analysts highlighting its potential for investment [1] - The company has made a strategic acquisition of Cobalt Power Systems, granting 850,000 restricted stock units to key employees as an incentive [1][2] Company Developments - SunPower signed a letter of intent to acquire Cobalt Power Systems for an all-equity deal valued at $12 million, with Cobalt continuing to operate as a standalone subsidiary [2] - The company has expanded its sales coverage from 22 to 45 states, particularly in the largest solar markets in the U.S., contributing to a remarkable 657% revenue growth over the past twelve months [4] Analyst Support - Northland analyst Gus Richard reaffirmed an Outperform rating for SunPower with a price target of $5.40, citing the company's consistent positive operating income over the last four quarters [3] - Richard noted that rising electricity demand and extreme weather events are favorable conditions for the residential solar sector, enhancing the market for solar providers like SunPower [5]