Core Viewpoint - BellRing Brands Inc. is facing increased competitive pressure in the ready-to-drink (RTD) protein shake market, leading to a target price cut by TD Cowens despite retaining a Hold rating on the stock [1][3]. Group 1: Financial Performance - BellRing's revenue growth has slowed to 1% in Q1-FY2026, with the RTD protein shake segment experiencing a 2.2% year-over-year decline [3]. - Sales in the warehouse club channel have significantly dropped by 14.2% year-over-year, indicating a challenging market environment [3]. - Retailers' inventory levels have increased in seven of the last eight quarters, suggesting that products are remaining on shelves longer [4]. Group 2: Competitive Landscape - TD Cowens highlighted rising competitive intensity in the protein shake category as a primary reason for the target price reduction [1][3]. - The company is responding to weak sales by increasing promotional activities, which may boost revenue but could also negatively impact profit margins due to higher costs of whey protein [5]. Group 3: Company Overview - BellRing Brands Inc. distributes RTD protein shakes, ready-to-mix powders, and nutrition bars through various channels, including warehouse clubs, drugstores, e-commerce, specialty stores, and convenience stores [6].

Core Insights - Pinterest Inc. is identified as one of the best beaten down growth stocks to buy now, despite recent challenges in its stock performance and target price adjustments by analysts [1][5]. Target Price Adjustments - KeyBanc reduced its target price for Pinterest from $40 to $35, a decrease of 12.5%, while maintaining an Overweight rating, citing falling valuation multiples as a key factor [1]. - Mizuho also cut its target price from $45 to $35, while keeping an Outperform rating, indicating that current challenges are already reflected in the stock price [2]. Restructuring Plan - Pinterest announced a global restructuring plan on January 26, which includes cutting 15% of its workforce over the next nine months, with initial restructuring costs estimated between $35 million and $45 million [3]. - BofA estimated that this restructuring could lead to annualized savings of $300 million and potentially boost EBITDA margins to the low-30s [4]. Stock Performance - Following the announcement of the restructuring plan, Pinterest's stock price fell by as much as 25.4% to $19.32, before slightly recovering to $19.60 [5]. - Despite the decline and recent target price cuts, analysts maintain a bullish outlook on Pinterest, with a median target price of $35.00, suggesting a potential upside of 78.57% [5].

We recently published 9 Stocks Jim Cramer Talked About. McDonald’s Corporation (NYSE:MCD) is one of the stocks that Jim Cramer talked about. Fast food giant McDonald’s Corporation (NYSE:MCD)’s shares are up by 5% over the past year and by 7.5% year-to-date. Ahead of the firm’s earnings report, investment bank UBS reiterated a Buy rating and a $350 share price target. It pointed out that McDonald’s Corporation (NYSE:MCD) shows strong same-store sales growth and momentum in international markets. It added t ...

We recently published 10 Stocks Delivering Massive Returns. Masco Corp. (NYSE:MAS) was one of the best performers on Tuesday. Masco jumped to a new 52-week high on Tuesday, after beating earnings expectations and receiving a price target upgrade from an investment firm. At intra-day trading, the stock jumped to its highest price of $79.19 before paring gains to finish the session just up by 8.67 percent at $77.82 apiece. In an earnings call, Masco Corp. (NYSE:MAS) said that adjusted earnings per share ...

Core Insights - Four Corners Property Trust, Inc. (FCPT) is recognized among the Dividend Champions, Contenders, and Challengers List, highlighting its strong dividend yield performance [1] Acquisition Activities - On January 27, FCPT acquired a GreatWater 360 Auto Care location for $2.3 million through a sale-leaseback transaction, located in a high-traffic area in Minnesota under a long-term, triple-net lease [2] - A day prior, on January 26, the company announced another acquisition of a newly built McAlister's Deli property for $2.3 million, situated in a strong retail corridor in Michigan, also under a long-term net lease [3] - In 2025, FCPT was active in acquisitions, adding 105 properties to its portfolio for approximately $318 million, primarily focusing on single-tenant, net-leased assets [4] Portfolio Growth - The third quarter saw momentum with the closure of 28 properties for around $82 million, achieving attractive initial cash yields and long lease terms [5] - The company consistently deployed capital into service-oriented and necessity-based real estate, enhancing the portfolio's stability and long-term income profile [5] Company Overview - FCPT is a real estate investment trust (REIT) that owns, acquires, and leases properties mainly in the restaurant and retail sectors, with operations organized across real estate and restaurant segments [6]

Community Healthcare Trust Incorporated (NYSE:CHCT) is included among the Dividend Champions, Contenders, and Challengers List: 15 Highest Yielding Stocks. Truist Raises Community Healthcare Trust (CHCT) Target to $20 in 2026 REIT Outlook Photo by Dan Dennis on Unsplash On January 20, Truist lifted its price recommendation on Community Healthcare Trust Incorporated (NYSE:CHCT) to $20 from $19. It maintained a Buy rating on the stock. The update came as part of Truist’s broader 2026 outlook for the REIT ...

Verizon Communications Inc. (NYSE:VZ) is included among the Dividend Champions, Contenders, and Challengers List: 15 Highest Yielding Stocks. Verizon (VZ) Gets Target Hike From TD Cowen on Better-Than-Expected Phone Adds Ken Wolter / Shutterstock.com On February 2, TD Cowen lifted its price recommendation on Verizon Communications Inc. (NYSE:VZ) to $54 from $51. The firm reiterated a Buy rating on the stock, citing Verizon’s Q4 results, where phone subscriber additions came in stronger than expected, ev ...

Core Viewpoint - NNN REIT, Inc. is a retail-focused REIT with a strong history of dividend growth and a stable income-generating portfolio, primarily through triple-net leases with national and regional tenants [1][2]. Group 1: Dividend Growth - In 2025, NNN delivered its 36th consecutive year of dividend growth, placing it among a select group of REITs and publicly traded companies that have achieved such a milestone [2]. - The company's payout ratio is below 70% of FFO, indicating a sustainable capacity for continued dividend increases [3]. Group 2: Financial Stability - NNN maintains a conservative balance sheet with leverage around 5.6x, providing ample room for growth while rewarding shareholders [3]. - The company is actively pursuing new property acquisitions, targeting $850 million to $950 million, partially funded by selling $170 million to $200 million of assets [4]. Group 3: Investment Strategy - A significant portion of NNN's investments, approximately 72% since 2010, has been through long-standing tenant relationships, often via sale-leaseback deals, ensuring a steady pipeline of income-producing properties [4].

United Parcel Service, Inc. (NYSE:UPS) is included among the Dividend Champions, Contenders, and Challengers List: 15 Highest Yielding Stocks. Bernstein Raises UPS Price Target to $128 After Strong Q4 Beat On January 28, David Vernon of Bernstein raised his price recommendation on United Parcel Service, Inc. (NYSE:UPS) to $128 from $125. It reiterated an Outperform rating on the stock. The firm said UPS delivered a very strong Q4 2025 performance and issued 2026 guidance that was broadly in line with exp ...

Core Insights - LVS Advisory's fourth-quarter 2025 investor letter reveals the performance of its portfolios, with the Event-Driven Portfolio appreciating 9.1% and the Growth Portfolio gaining 6.2% [1] - The Event-Driven Portfolio has a 7-year track record aimed at providing stable, uncorrelated returns, while the Growth Portfolio experienced a decline of 8.2% in Q4 after outperforming the S&P 500 in the first three quarters [1] Group 1: Portfolio Performance - The LVS Event-Driven Portfolio was established in 2019 and has consistently provided annual net returns [1] - The Growth Portfolio's performance in Q4 was notably poor, contrasting with its earlier success in the year [1] Group 2: Netflix, Inc. (NASDAQ:NFLX) Insights - Netflix remains the largest investment in LVS Advisory's portfolio, with an 18% weight at the start of Q4, but saw a decline of 21.8% in Q4 due to its $83 billion acquisition of Warner Brother Discovery [3] - As of February 10, 2026, Netflix's stock closed at $82.21, with a one-month return of -7.16% and a 12-month decline of 19.98% [2] - Netflix is ranked 14th among the 30 Most Popular Stocks Among Hedge Funds, with 154 hedge fund portfolios holding its stock at the end of Q3, up from 133 in the previous quarter [4]