RJ Hamster
🐤 Why Analysts Still See Big Upside in Salesforce…
TUESDAY, FEBRUARY 17th
GOOD MORNING
Markets were closed Monday in observance of Presidents Day, setting the stage for trading to resume Tuesday with a fresh slate of catalysts. Attention will remain on earnings and corporate guidance, where commentary on demand, pricing power, and margin outlooks can drive outsized moves even when headline results look solid.
The week’s macro calendar can also influence sentiment, particularly if economic updates shift expectations around inflation, growth, and the path for interest rates. Market participants will be watching whether leadership broadens beyond a narrow group of large-cap winners, as wider participation across sectors is often a key signal for the durability of any rally.
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TECHNOLOGY
AEHR’s +25% Spike: Latest AI Hyperscaler Order Improves Outlook
Small-cap semiconductor stock Aehr Test Systems (NASDAQ: AEHR) just secured a huge win. On Feb. 11, AEHR soared by over 26% as the company made a key announcement. The company’s press release wasn’t just headline-grabbing. Aehr said it had secured an order for its Sonoma systems from …READ THE FULL STORY
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TECHNOLOGY
Oracle’s Emotion-Driven Sell-Off Sets Up Generational Opportunity
Oracle’s (NYSE: ORCL) 2025 and 2026 stock price sell-off is monumental, creating a generational opportunity for investors. While concerns persist, the critical takeaway is that a robust outlook improvement underpinned the 2025 stock price surge and is still in play. The likely outcome is tha…READ THE FULL STORY
RETAIL/WHOLESALE
Amazon Erases a Year of Gains—2 Reasons the Market’s Wrong
After months of steady pressure that intensified in recent weeks, Amazon.comInc (NASDAQ: AMZN) is back to where it was at the start of last March. Not only are shares down more than 12% this year alone, but they’re down more than 20% from November’s all-time high, effectively wiping o…READ THE FULL STORY
FROM OUR PARTNERS
These Small Caps Just Hit Critical Inflection Levels
See Where Market Pressure Is Building First
Market Crux tracks inflection zones and early tension points across small caps.
These signals often appear before the first fast move.GET FREE ALERTS — FOLLOW THE PRESSURE POINTS
TECHNOLOGY
Why Analysts Still See Big Upside in Salesforce After the SaaS Scare
Salesforce (NYSE: CRM) stock price dropped significantly, presenting a deep-value opportunity amid the widespread sell-off of software stocks this year. The software-as-a-service (SaaS) apocalypse, however, is overblown, and analysts are taking note. While AI can disrupt SaaS stocks, not all are…READ THE FULL STORY
TECHNOLOGY
Meta’s Platfroms’ New Bull: Why Billionaire Bill Ackman Is Buying
Magnificent Seven giant Meta Platforms (NASDAQ: META), despite failing to hold recent gains, has just received backing from a massive investor. Meta shares soared over 10% on Jan. 29, as investors reacted to the firm’s latest earnings report. The stock closed at approximately $738 that day….READ THE FULL STORY
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Before Tomorrow’s Open: 3 Quiet Setups You Should Review
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AEROSPACE
From Aerospace to AI: 3 Names Supercharging Dividends
Some of the world’s biggest names in aerospace and artificial intelligence (AI) are giving their dividends shots in the arm. These aren’t run-of-the-mill increases either; all three are lifting their dividends by at least 10%, and two are doing so by more than 25%. The increases arriv…READ THE FULL STORY
TECHNOLOGY
Amid the “SaaS Apocalypse”, These 3 Names Are Boosting Buybacks
To the dismay of many investors, the rout in software stocks has yet to see a significant reprieve. The iShares Expanded Tech-Software Sector ETF (BATS: IGV), a proxy for the industry’s performance, is down nearly 22% in 2026. Amid a period of profound weakness, several software names are t…READ THE FULL STORY
TECHNOLOGY
5 Software Stocks That Look Too Cheap to Ignore
One of the biggest stories in the market so far this year, if not the biggest, has been the rapid decline of software stocks. Coming out of the 2022 bear market, software names were among the strongest performers in the entire equity market. From the start of 2023 through the highs of 2025, softw…READ THE FULL STORY
TECHNOLOGY
NVIDIA Analysts Say Buy Ahead of Q4 Earnings, With Conviction
If you are wondering whether NVIDIA (NASDAQ: NVDA) is a Buy ahead of its Q4 2025 earnings release, the odds are high that it is. Indications from analyst sentiment trends, institutional activity, valuation, and technical setups suggest this stock rally is approximately halfway over. NVIDIA could …READ THE FULL STORY
MARKETS
One of the Top Performing ETFs of 2026 So Far May Surprise You
As the market settles into 2026, exchange-traded funds (ETFs) remain as popular an investment as ever. U.S. ETFs gobbled up an incredible $1.48 trillion in total inflows in 2025 as hundreds of new products launched, further broadening the scope and depth of strategies available to investors throug…READ THE FULL STORY
TUESDAY’S EARLY BIRD STOCK OF THE DAY
A Stock Being Upgraded:Rockwell Automation (NYSE:ROK)
Rockwell Automation, Inc. provides industrial automation and digital transformation solutions in North America, Europe, the Middle East, Africa, the Asia Pacific, and Latin America. The company operates through three segments, Intelligent Devices, Software & Control, and Lifecycle Services. Its solutions include hardware and software products and services. The Intelligent Devices segment offers drives, motion, safety, sensing, industrial components, and configured-to-order products. The Soft…
Should I Buy Rockwell Automation Stock? ROK Bull and Bear Case Explained
These insights were generated using artificial intelligence. They are based on proprietary MarketBeat data, news articles, and custom LLM A.I. algorithms. This analysis of Rockwell Automation was last updated on Tuesday, February 10, 2026 at 7:27 PM.
Rockwell Automation Bull Case
- The current stock price is around $417.22, which reflects a consensus target price indicating potential for growth based on analyst ratings.
- Recent upgrades from multiple research firms, including a “strong-buy” rating from Argus, suggest positive market sentiment and confidence in the company’s future performance.
- Institutional investors hold a significant 75.75% of the company’s stock, indicating strong confidence from large financial entities in Rockwell Automation, Inc.’s stability and growth prospects.
- Recent insider selling of shares, while notable, can sometimes indicate a strategic move rather than a lack of confidence, as insiders may be diversifying their portfolios.
- Rockwell Automation, Inc. is positioned as a leader in industrial automation and digital transformation, which are critical areas for growth in the manufacturing sector.
Rockwell Automation Bear Case
- Insider sales totaling over $10 million in the last 90 days may raise concerns about the company’s short-term outlook from those who are most familiar with its operations.
- Despite positive ratings, the stock has seen fluctuations, and the market can be unpredictable, which may pose risks for investors looking for stability.
- With a moderate buy consensus, there may be a lack of overwhelming bullish sentiment, suggesting that some analysts are cautious about the stock’s immediate potential.
- Increased competition in the industrial automation sector could impact Rockwell Automation, Inc.’s market share and profitability in the long run.
- Recent modifications in hedge fund holdings indicate a mixed sentiment among institutional investors, which could reflect uncertainty about future performance.
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