RJ Hamster
Huge robotics rollout underway
Dear Reader,
We were somewhere in Delaware, stuck in bumper-to-bumper traffic…
Miles from the next rest stop, my 5-year-old son suddenly howled that he had to go.
I veered off at the next exit, pulled into a shopping mall, and unbuckled his car seat as quickly as I could…
But on our sprint to the restroom, something stopped me in my tracks.
It was a robot.
Not just any robot – it was Elon Musk’s Optimus.

For months, the financial research firm I work for has been tracking Optimus’ development behind closed doors.
Elon has called it “the biggest product of all time.”
But we believe the implications for investors could be even bigger.
In fact, there’s one stock (not Tesla) that should be on every investor’s radar right now.
Months ago, we predicted:
“It won’t be long before Tesla’s new product is everywhere – on sale in showrooms across America and around the world.”
And now that I’ve seen it with my own eyes, I’m convinced the rollout is happening faster and at a bigger scale than anyone’s prepared for.
One of our top stock experts – whose team has briefed the FBI, the Pentagon, and Fortune 500 CIOs – says the tech behind Optimus could trigger one of the most profound wealth transfers of our lifetime.
To understand exactly what’s happening… and get the name of the stock he recommends you buy for free today… I strongly urge you to watch this urgent presentation now:
Sincerely,
Kelly Brown
Managing Director
P.S. I wasn’t expecting to see Optimus in person, but now that I have… I get it. It’s a 5’8″, 125-pound humanoid robot that can carry 45 pounds while walking at 5 miles per hour – perfect for factory work. Musk believes we’ll eventually see 10 billion of them in circulation. Why? Because once this rollout begins, every business that makes something will want one. This could spark a financial story even bigger than anything you’ve seen from Tesla and Elon. Click here now to see what’s coming next.
Additional Reading from MarketBeat Media
Tractor Supply Company Can Plow New Highs in 2026
By Thomas Hughes. First Published: 1/30/2026.
What You Need to Know
- Tractor Supply offers a value opportunity in Q1 2026, with shares trading near long-term lows.
- 2026 guidance aligns with trends, including growth, profits, and capital returns.
- Higher share prices are coming, and analysts indicate a 20% upside is possible.
Tractor Supply Company’s (NASDAQ: TSCO) stock could reach new highs in 2026. Q4 results and guidance, tepid as they were, nonetheless align with longer-term trends: steady growth, margin resilience, strong cash flow, solid financial health and consistent capital returns. Capital returns are a key driver for the stock — it’s a high-quality, if less flashy than tech, growth story (see earlier coverage).
Tractor Supply Company is a big-box retailerfocused on underserved rural areas where Target (NYSE: TGT), Walmart (NASDAQ: WMT) and others generally do not compete. It is gaining share through store count growth and deeper market penetration, and in 2026 planned store modernizations are expected to improve traffic and sales quality. On the capital-return front, the stock pays a dividend and the company repurchases shares. Neither activity is excessive, but together they yield roughly 3% as of late January.
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The dividend, about a 1.8% yield, is covered at roughly 45% of forecasted earnings and is expected to grow meaningfully. The company has increased its dividend for 15 consecutive years, putting it on pace for potential inclusion in the Dividend Aristocrats list by 2036. That track record signals stability — a feature that tends to attract buy-and-hold investors and reduce volatility.
On buybacks, Tractor Supply reduced its share count by 1.1% year-over-year (YOY) as of Q4 2025, repurchasing $117.5 million in shares. Management guided to roughly $400 million in repurchases for 2026, more than 10% above fiscal 2025 activity, suggesting buyback acceleration this year.
Tractor Supply Grows and Forecasts Improvement in 2026
Tractor Supply struggled in Q4 as consumers shifted spending from discretionary items to everyday necessities. Still, $3.9 billion in net revenue delivered 3.4% YOY growth, and the company expects growth to continue into 2026.
Store expansion is the primary growth engine. Tractor Supply opened 32 stores in the quarter — 100 year-over-year, roughly a 4% increase in store count. Comparable-store sales were positive but softer than expected at 0.3%, driven entirely by higher transaction volume.
That suggests customers are visiting more often, but average spend per trip hasn’t risen enough to boost comps more significantly.
Margins are a near-term pressure point. The company remained profitable, but subdued comps and faster store growth caused fixed-cost deleverage and weighed on margins and earnings.
Reported EPS of $0.43, while adequate to support capital returns, was down 2.7% YOY and fell noticeably short of forecasts.
Guidance was similarly mixed. Management forecasted revenue growth and margin improvement, but not at the cadence some analysts expected, prompting a market reset. That pullback appears more like short-term repricing than a change in the underlying story. Potential tailwinds later in the year include larger-than-expected tax refunds for many Americans, which could strengthen consumer sentiment and spending, and weather-driven demand — the company noted a lack of emergency preparedness hurt sales in the quarter, and several subsequent winter storms have driven incremental business.
Tractor Supply Pulls Back to Critical Support: Trend-Following Signal in Play
The post-release pullback is a cautionary sign but doesn’t necessarily indicate a structural breakdown. The decline respected underlying trend support, and technical indicators such as MACD and stochastic are consistent with a well-supported market.
TSCO price action may face difficulty regaining momentum, but it is not expected to move materially below the $51 area. The most likely scenario is that the stock forms a bottom near current levels and then trends higher later in the year, potentially reaching a fresh all-time high by mid-year or shortly thereafter.
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