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Base Camp Trading

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Exclusive Story

BJ’s Wholesale Is Growing, Buying Back Stock, and Still Dirt Cheap

Reported by Thomas Hughes. Published: 3/5/2026. 

Key Points

• BJ’s Wholesale beat expectations in Q4 as digital sales surged 31% and membership fees jumped nearly 11%, showing the club model is resonating with shoppers.
• The stock trades at roughly half the valuation of its biggest warehouse-club rivals—even while steadily taking market share from them.
• Management’s 2026 outlook disappointed Wall Street, but heavy institutional buying and a $750 million buyback war chest suggest the selloff may be overdone.
• Special Report: [Sponsorship-Ad-6-Format3]

BJ’s Wholesale Club (NYSE: BJ) is a quality buy in 2026 because it is growing, outperforming guidance, has a healthy balance sheet, and offers value relative to competitors.

While it trades in line with the broad market at approximately 22–23x its current-year outlook, competitors like Walmart (NASDAQ: WMT) and Costco (NASDAQ: COST) (from whom BJ’s takes market share) trade at much higher valuations. There are concerns about execution going forward and 2026 guidance was tepid, but neither changes the company’s underlying quality — the long-term outlook remains robust.

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BJ’s competes by offering a range of services and competitive pricing on everyday retail items. Key differentiators include curbside pick-up and the acceptance of manufacturer coupons.

BJ’s Wholesale Has Momentum Coming Into 2026

BJ’s reported a solid Q4 2025: revenue rose 5.6%, outpacing MarketBeat’s consensus estimate. Growth was driven by a 1.6% systemwide comp, a 2.6% ex-fuel comp, new-store openings, membership growth and stronger digital services. Membership fees were up 10.9% driven by higher traffic and mix, with premium tiers gaining penetration among both new and existing members. Digital sales — a growth pillar — were up 31% year-over-year and more than 50% on a two-year stack as customers increasingly use the service.

Margin performance was resilient. Store openings and mix pressured margins modestly, but management navigated the environment effectively. The result was a slight margin contraction while adjusted EBITDA rose 0.7% and net income increased more than 2.5%. Adjusted earnings, the headline metric, rose 3.2% year-over-year and beat expectations by roughly 400 basis points.

Guidance is constructive, though below some analysts’ hopes. Management is forecasting new-store growth and a 2.5% comp at the midpoint, with EPS guidance of $4.50. The $4.50 midpoint implies roughly 3% year-over-year EPS growth and could be conservative given current trends and potential consumer tailwinds early in 2026. Labor markets remain supportive, and larger tax refunds should help consumers — the IRS estimates returns are about 10%–11% higher on average this season.

BJ’s Cash Flow Underpins Stock Price Outlook

BJ’s business is profitable and generates ample cash flow to fund reinvestment and capital returns while improving its balance sheet. Capital returns consist entirely of share repurchases, which help explain the stock’s relatively lower valuation versus peers. Buybacks have been meaningful: share count fell by more than 1% on average in Q4 and for 2025, and repurchases are expected to continue. The company has roughly $750 million remaining under its current authorization, enough to sustain buybacks for six to seven quarters at the Q4 pace.

Balance sheet details show no red flags. Year-end figures included increases in cash, current assets and total assets, offset by smaller increases in liabilities. Equity rose about 18% and leverage remains low. Debt is manageable and total liabilities are under 2x equity, leaving BJ’s well positioned to keep executing its strategy.

Analysts and Institutions Support BJ’s Wholesale Club Stock Price

Analysts reacted with mixed sentiment — concurring with caution around guidance but generally constructive about Q4 strengths such as membership gains and cash flow.

There were no immediate consensus revisions after the results, but the prevailing chatter supports BJ’s Hold consensus rating and $108 price target. Those signals help underpin the market and a potential rebound, although upside may be limited in early 2026.

Institutional support is strong: MarketBeat data show institutions own more than 98% of shares and have been accumulating over recent quarters. Selling picked up in early 2026, but it was offset by buying, with institutional purchases outpacing sales on a dollar basis heading into the release.

Given this backdrop, BJ’s stock may face volatility and could struggle to advance quickly, but a sharp decline looks unlikely. The technical price floor appears near $90, which aligns with the low end of analysts’ targets.

Trading was mixed after the release — shares fell more than 5% at the open, but buyers stepped in. Early action suggests support above the key level and a reasonable chance the stock will regain traction and continue its recovery.

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Exclusive Story

Draganfly’s CEO Says Drones Are Becoming Intelligence Platforms—Not Just Hardware

Reported by Bridget Bennett. Published: 2/19/2026. 

Key Points

• Draganfly is positioning drones as intelligence platforms, using real-world data and AI to move beyond airframes.
• Defense demand and “made-here” procurement trends are accelerating adoption and could tighten supply across North America.
• AFSOC-linked training and FPV work underscores a shift toward recurring services and operational integration, not just unit sales.
• Special Report: [Sponsorship-Ad-6-Format3]

The drone industry’s latest rally has been driven by a familiar mix: geopolitical urgency, fast AI adoption, and an accelerating shift toward automation.

In a recent MarketBeat conversation, CEO Cameron Chell explained why Draganfly Inc. (NASDAQ: DPRO) sees the next chapter for drones as being defined less by airframes and more by the data, intelligence, and operational capabilities layered on top of them.

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Draganfly recently traded in the mid-$7 range, and Wall Street remains optimistic about its prospects as a small-cap company, with MarketBeat’s consensus target near $16.75.

From “Drone Makers” to Intelligence Platforms

Asked what’s driving investment across the sector, Chell framed drones as an evolution story—similar to the internet era, when early winners outgrew their original labels. His central point: the “endgame” may not be a hardware category at all.

Chell believes drones are uniquely positioned to become the dominant “real-world” data collectors—capturing everything from imaging and environmental monitoring to specialized sensing that can feed into AI systems. That combination, he argued, could separate a few eventual leaders from the pack: the companies that move beyond manufacturing to become information-and-intelligence businesses.

The Pentagon’s “Drone Dominance” Demand Signal

Defense has emerged as the industry’s most visible catalyst, and Chell pointed to the scale of near-term demand as evidence that adoption is still early—despite the sector’s sharp stock moves.

A major signpost: in early December 2025, the Pentagon announced an initiative to deliver 300,000 small drones over the next several years and to strengthen domestic production capacity—an effort publicly described as “drone dominance.”

The takeaway: even one large program can strain North American supply, and the broader re-arming cycle extends beyond a single budget line. In Chell’s view, the competitive moat isn’t just parts availability—it’s the ability to build, certify, scale, and support mission-critical systems.

Why “Made Here” Is Becoming a Requirement, Not a Preference

Another theme from the interview: drones are being “re-regionalized.” Nations increasingly demand domestic or in-country production for cost, supply-chain security, and sovereignty. Chell said Draganfly already operates manufacturing in both the United States and Canada, and he expects that multi-sovereign model to expand as countries prioritize domestic control.

That push aligns with broader policy trends: restrictions on foreign-made drone technology have intensified, and national-security scrutiny has increased.

Canada’s Defense Push: What Chell Says Is at Stake

Chell highlighted a newly announced Canadian “Defence Industrial Strategy” as another example of global re-militarization and sovereign manufacturing priorities. Some figures mentioned in the interview were management commentary rather than independently confirmed program allocations, but the strategic direction is clear: Canada—like many allies—is moving toward deeper domestic capability and faster procurement cycles.

A Concrete Win: Training + FPV Drones for U.S. Air Force Special Operations

One of the most actionable parts of the conversation focused on Draganfly’s recent selection, alongside partner DelMar Aerospace, to provide Flex FPV drones and training to units within U.S. Air Force Special Operations Command (AFSOC).

The structure matters: this isn’t presented as a simple hardware shipment but as capability delivery—platform plus instruction—conducted at DelMar’s Camp Pendleton UAS training facility.

Chell said Draganfly’s operational experience and battlefield learnings—particularly from Ukraine—are a key differentiator for training and product iteration. For investors, that expands the addressable opportunity beyond unit sales into services, repeat cohorts, and operational integration.

Beyond Defense: The Commercial Use Cases Are Getting Practical

While defense drives headlines, Chell emphasized momentum in public-safety and industrial markets where ROI is often easier to quantify. He cited examples such as:

• robotic solutions for wind-turbine maintenance,
• drones used in cell-tower restoration and emergency response,
• tools deployed on power lines for monitoring and data collection.

The common thread: drones are replacing slow, risky, and expensive workflows that previously required crews, harnesses, helicopters, or complex logistics.

The Investor Question: Has the Run Already Happened?

Draganfly is a reminder of how quickly sentiment can shift in emerging categories—especially when government budgets and policy tailwinds intersect with AI narratives.

Chell argued the “beginning of the beginning” is still unfolding: major militaries spent decades experimenting with drones, but the first large and structured procurement waves are only now appearing at scale.

How smoothly that unfolds will hinge on execution—manufacturing ramps, reliability, regulatory compliance, and the ability to win repeat business in a crowded field.

Still, the combination of a large U.S. demand signal, nationalized supply-chain trends, and concrete contract wins helps explain why analysts remain constructive on the sector.

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