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Investing.com -- Clear Secure (NYSE:YOU) stock surged 16% Friday after JPMorgan upgraded the company to Overweight from Neutral and raised its price target to $42 from $35.

The significant price target increase represents potential upside from Thursday’s closing price of $36.26. JPMorgan analyst Cory Carpenter cited several catalysts that could drive Clear Secure’s growth, particularly the upcoming expiration of its five-year American Express partnership in June.

"Our base case is for the Amex partnership to renew at a more favorable rate for Clear, which if correct could be a meaningful contributor to bookings in 2H as the wholesale price starts to reset higher for ~25% of the member base," Carpenter noted in his research note.

The analyst also highlighted additional growth drivers including the World Cup and eGates rollout, which he described as "an underappreciated member experience upgrade that also improves Ambassador productivity (= margin lift)."

JPMorgan’s upgraded outlook makes it notably bullish compared to Wall Street consensus. Carpenter raised estimates to become "Street high across bookings, EBITDA, and FCF in 2026," with projections 5-15% above consensus.

The upgrade comes despite Clear Secure having the highest short interest among JPMorgan’s coverage universe. Carpenter acknowledged the contrarian nature of the call, stating, "This is clearly a non-consensus call, but we think YOU estimates have more upside than any company under our coverage in 2026."

The analyst also mentioned Clear1’s recent partnership with the Centers for Medicare & Medicaid Services as offering "upside optionality" through potential additional government collaborations.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

Investing.com -- As retailers navigate a complex economic landscape in 2026, RBC has identified the top performers in the U.S. Hardlines/Broadlines, Food Retail & E-Commerce sectors. Their analysis points to companies that offer significant consumer value, possess scale advantages, and operate in non-discretionary categories as best positioned to thrive amid ongoing consumer pressure, tariff impacts, and technological disruption.

The consumer environment shows signs of slowing, with pressure most acute among low-income shoppers but increasingly affecting higher income brackets as well. Tariff-driven inflation is expected to persist through the first half of 2026, while tax savings from the One Big Beautiful Bill Act may provide some relief, particularly for higher-income households. Against this backdrop, these stocks stand out:

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Walmart Despite being a crowded long position with high expectations, RBC believes Walmart is in the early stages of benefiting from its business flywheel. The firm projects consistent market share gains and double-digit EPS growth over the next several years, supporting its premium valuation. RBC raised its price target to $123, based on approximately 37x their 2027 adjusted EPS estimate of $3.33. Walmart’s recent move to NASDAQ is expected to put upward pressure on its multiple. The company’s scale, logistics network, and value proposition position it well to navigate the challenging consumer environment.

Walmart has seen several positive analyst updates, with TD Cowen raising its price target to $136 and Tigress Financial increasing its target to $130, citing the company’s technology-driven scale and AI initiatives.

Ollie’s Bargain Outlet RBC expects Ollie’s to benefit significantly from 2026’s projected economic conditions, including low-income consumer pressure, tariff-led inventory challenges, and retail media/AI driving industry consolidation. For 2026, they forecast Ollie’s will open approximately 75 new stores, achieve healthy gross margin expansion through supply chain efficiencies, and benefit from cycling past expenses to deliver mid-teens EPS growth. RBC’s price target of $147 is based on roughly 32x their 2026 adjusted EPS estimate of $4.60.

In recent news, Ollie’s Bargain Outlet reported a 3.3% increase in comparable sales for the third quarter. The result prompted several analyst price target adjustments, including a reduction from UBS and an increase from Craig-Hallum.

Valvoline With same-store sales stable at 5-6%, RBC expects Valvoline’s EPS growth to accelerate in 2026 as the company cycles through technology investments (begun in Q3 2024) and refranchising efforts (Q4 2024/Q1 2025). They believe the initial FY2026 profit guidance, which included the pending Breeze acquisition, was overly conservative, potentially setting up positive EPS revisions. RBC’s price target of $44 is based on approximately 13x their calendar year 2026 adjusted EBITDA estimate of $566 million.

Valvoline completed its acquisition of Breeze Autocare and reported fourth-quarter adjusted earnings per share of $0.45, which was slightly below analyst estimates. The company’s fiscal 2026 earnings per share guidance came in below expectations, leading firms such as Piper Sandler and TD Cowen to lower their price targets.

As alternative profit streams like advertising and membership income reshape retail dynamics, companies with comprehensive first-party data and technological capabilities are gaining advantages, concentrating market share among top performers and increasing retail bankruptcies among weaker competitors.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

Investing.com -- Jefferies expects Indian equities to extend their outperformance against emerging markets in 2026, supported by a pickup in corporate earnings growth and a stabilising rupee, even as heavy equity supply continues to cap sharp upside.

The brokerage set 2026 Nifty target at 28300, around 10% upside, and said India’s valuation premium to EMs has already normalised from last year’s extremes.

Jefferies expects MSCI India EPS growth to improve from 8–9% in FY26 to 13–14% in FY27, even after factoring in modest earnings cuts in line with historic trends. Banks, autos and power companies are likely to drive the acceleration.
Banks should benefit as policy rates approach the bottom. Autos and power are set for a rebound from a low base and possible GST cuts. Cement and telecom could deliver the strongest earnings growth, more than 25% across FY26 and FY27.

A milder inflation uptick next year could also lift nominal revenues and support broader earnings momentum, they said.

The brokerage expects the rupee to hold near 90 per dollar over the next 6–12 months, arguing that India’s macro buffers are robust.

RBI has added $45 billion to FX reserves this year, keeping cover near 11 months of imports, while the current account deficit is projected at 0.6–0.7% of GDP, one of the lowest in two decades.

Gross FDI is on track toward $100 billion, and Jefferies expects net inflows to improve once promoter and private equity selling eases.

Residential sales have plateaued over the past year, but the firm sees the slowdown as a temporary breather rather than the end of the cycle. Low inventory, healthier balance sheets, improving affordability and limited speculative buying continue to signal a mid-cycle market.

A revival in mid-income demand alone could push industry volumes up 10%, the note said.

Domestic equity flows remain a key market anchor, averaging $7–8 billion a month across mutual funds, SIPs, insurers, pension funds, AIFs and direct retail activity. With household savings around $1 trillion annually, Jefferies sees this support persisting.

At the same time, equity issuance, IPOs, QIPs and promoter selling, has been running at a similar pace, creating a supply overhang that could restrain broader market returns despite improving fundamentals.

Jefferies is Overweight lenders, autos, cement, hospitality, telecom and property developers, while Underweight staples, IT, industrials and pharma.

Its top stock ideas for 2026 include Axis Bank, Bharti Airtel, Chola, TVS Motor, M&M, Ambuja Cements, Lodha/Godrej Properties, Max Healthcare, JSW Energy and GMR.

The firm’s model portfolio trades at 23x earnings, slightly above the market, but with a lower PEG ratio of 1.1 versus 1.4 for MSCI India, reflecting stronger growth visibility.

Friday’s market has seen swings in various stocks based on news and other factors. Today, stocks like Rivian Automotive and Lululemon Athletica are rallying, while stocks like Avago Technologies and SanDisk Corp-Exch are falling. Below are highlights of some of the biggest stock movers, from mega-caps to small caps.

Mega-Cap Movers (Market Cap:$200B+)

• Avago Technologies (AVGO); Broadcom reports 28% revenue growth, raises dividend by 10% -11.15%
• Micron Tech (MU) -5.39%
• Applovin (APP) -4.59%
• Lam Research Corp (LRCX) -4.39%
• Adv Micro Device ( -3.97%
• Oracle Corp (ORCL) -3.77%
• Applied Matls Inc (AMAT); Applied Materials declares quarterly dividend of $0.46 per share -3.44%
• Caterpillar (CAT) -1.96%
• General Electric (GE) +4.21%
• Mcdonalds (MCD) +2.1%

Large-Cap Stock Movers (Market Cap:$10-$200B)

• SanDisk Corp-Exch (SNDK) -13.65%
• Lumentum Holdings Inc (LITE) -11.67%
• Fabrinet (FN) -9.87%
• AltC Acquisition (OKLO) -9.22%
• Rambus Inc (RMBS) -8.84%
• Ciena (CIEN); Northland downgrades Ciena stock rating to Market Perform on valuation concerns -8.81%
• Bloom Energy Corp (BE) -8.66%
• Astera Labs (ALAB) -12.56%
• Lululemon Athletica (LULU); Jefferies upgrades Lululemon stock rating to Hold amid CEO departure +10.23%
• Rivian Automotive (RIVN) +14.67%

Mid-Cap Stock Movers (Market Cap:$2-$10B)

• Fermi America LLC (FRMI) -30.73%
• Arcus Biosciences Inc (RCUS) -13.37%
• Modine Manufacturing Comp (MOD) -12.76%
• Everus Construction (ECG) -11.16%
• Fluence Energy (FLNC) -11.32%
• Netskope Inc (NTSK); Netskope beats Q3 expectations as revenue jumps 33%, shares edge higher -11.28%
• Solaris Oilfield Infrastructure (SEI) -13.79%
• CF Acquisition Corp VI (RUMBW) -10.5%
• Clear Secure (YOU); Clear Secure stock rating upgraded by JPMorgan on Amex partnership renewal +13.16%
• WeShop Holdings Ltd (WSHP) +24.07%

Small-Cap Stock Movers (Market Cap:$300M-$2B)

• Graphite Bio (LENZ) -24.06%
• Arteris (AIP); Arteris to acquire cybersecurity firm Cycuity to enhance chip security -16.16%
• Qilian International Holding Group (BGM) -14.53%
• TryHard Holdings (THH) +52.64%
• Tilray Inc (TLRY) +39.27%
• Frequency Electro (FEIM) +29.31%
• Sundial Growers Inc (SNDL) +24.29%
• Polestar Automotive Holding Plc (PSNY) +20.32%
• Village Farms O (VFF) +20.88%
• Flame Acquisition (SOC) +13.12%

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This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.