Movers: Moderna, CrowdStrike, GitLab, Coinbase, Strategy, Broadcom, and Others
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 5 hours ago
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Should l Buy ROST?
Source: Barron's
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Analyst Views on ROST
Wall Street analysts forecast ROST stock price to rise
16 Analyst Rating
13 Buy
3 Hold
0 Sell
Strong Buy
Current: 197.640
Low
142.00
Averages
198.93
High
224.00
Current: 197.640
Low
142.00
Averages
198.93
High
224.00
About ROST
Ross Stores, Inc. is engaged in operating two brands of off-price retail apparel and home fashion stores-Ross Dress for Less (Ross) and dds DISCOUNTS. Ross is the off-price apparel and home fashion chain in the United States, with approximately 1,831 locations in 43 states, the District of Columbia, and Guam. Ross offers in-season, name brand and designer apparel, accessories, footwear, and home fashions for the entire family at savings of 20% to 60% off department and specialty store regular prices every day. Ross target customers are primarily from middle-income households. It also operates approximately 355 dds DISCOUNTS stores in 22 states. dds DISCOUNTS features more moderately-priced in- season, name brand apparel, accessories, footwear, and home fashions for the entire family at savings of 20% to 70% off moderate department and discount store regular prices every day. It operates a total of approximately 2,186 stores.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Ross Stores Projects Strong Earnings Growth for Fiscal 2026
- Earnings Forecast: Ross Stores anticipates earnings per share for fiscal 2026 to range between $7.02 and $7.36, significantly up from $6.61 in fiscal 2025, indicating a robust growth trajectory that boosts investor confidence.
- Share Buyback Program: The Board of Directors has approved a $2.55 billion share buyback program for fiscal years 2026 and 2027, representing a 21% increase from the $2.1 billion repurchase completed in 2024 and 2025, showcasing the company's strong belief in its future performance.
- Q4 Performance Exceeds Expectations: The company reported a 12% increase in total sales for Q4 to $6.6 billion, surpassing the expected $6.37 billion, with earnings per share hitting $2, well above the analyst estimate of $1.9, highlighting its strong market position.
- Market Sentiment Shift: On Stocktwits, retail sentiment around ROST shifted from 'bullish' to 'extremely bullish' in the past 24 hours, with message volume rising from 'normal' to 'extremely high', reflecting heightened investor optimism regarding the company's growth prospects.
See More
Market Dynamics and Investment Opportunities Analysis
- Oil Price Volatility: Global benchmark Brent crude has fallen from yesterday's high of $85.12 to around $81, with Treasury Secretary Scott Bessent indicating that the Trump administration plans to announce measures to stabilize oil flows in the Persian Gulf, highlighting the need for policy intervention.
- CrowdStrike's Strong Earnings: CrowdStrike exceeded expectations across key financial metrics, with CEO George Kurtz emphasizing that AI serves as a tailwind for data protection rather than a hindrance, and despite cautious market sentiment, the stock remains flat, indicating investor confidence in its long-term prospects.
- Ross Stores' Robust Performance: Ross Stores reported a 9% increase in same-store sales for the holiday quarter, significantly surpassing the 5.1% consensus, leading to a nearly 7% premarket stock rise, demonstrating strong consumer acceptance of its off-price retail model.
- Target Stock Upgrades: Following a surprisingly positive report, Target received two upgrades from analysts, with Bernstein moving from sell to hold and Telsey Advisory Group upgrading from hold to buy with a target price of $145, reflecting market optimism regarding the new CEO's potential impact.
See More
Latest Ratings and Price Targets on Wall Street
- nLIGHT Coverage Initiation: Baird initiates coverage of nLIGHT with an Outperform rating and a $95 price target, citing favorable market trends and robust funding that support growth, particularly enhanced by the company's vertical integration and technological strengths.
- Apple's New Product Launch: Oppenheimer reiterates Apple as Perform, highlighting the new MacBook Pro lines powered by M5 Pro and M5 Max chips, which signify a new era of local AI computing and reinforce Apple's significant lead in efficiency and scalability in personal computing devices.
- PulteGroup and Toll Brothers Ratings: Truist initiates PulteGroup and Toll Brothers with Buy ratings, setting a price target of $170, as they believe the market is significantly undervaluing both companies' profitability potential, especially in the context of a recovering luxury housing market.
- Tesla and General Motors Upgrades: Bank of America upgrades Tesla to Buy with a $460 price target, viewing it as the leader in consumer autonomy, while reinstating General Motors as Buy, expecting benefits from lower warranty costs and regulatory credits.
See More
Ross Stores Reports Strong Q4 Results, Raises Guidance
- Earnings Beat Expectations: Ross Stores reported Q4 earnings per share of $2.00, surpassing the consensus estimate of $1.89, with revenue of $6.63 billion reflecting a 12% year-over-year increase, indicating strong financial performance.
- Comparable Sales Growth: The company experienced a 9% increase in comparable store sales during the quarter, building on a 3% rise from the previous year, showcasing robust holiday performance and enhanced customer engagement.
- Positive Outlook: Ross anticipates first-quarter GAAP earnings per share between $1.60 and $1.67, exceeding the consensus estimate of $1.62, and projects full-year earnings per share of $7.02 to $7.36, indicating sustained growth potential.
- Analyst Rating Upgrades: Guggenheim and Telsey Advisory Group raised Ross's price targets from $199 and $220 to $226 and $240 respectively, reflecting market confidence in the company's future performance.
See More
Ross Stores Reports Strong Q4 Earnings, Exceeds Expectations
- Strong Financial Performance: Ross Stores reported fourth-quarter revenue of $6.64 billion, surpassing market expectations of $6.41 billion, indicating robust growth in sales and profitability amid recovering consumer demand.
- Earnings Per Share Beat: The company achieved earnings per share of $2, significantly exceeding analyst estimates of $1.89, showcasing successful cost management and operational efficiency, which bolsters investor confidence.
- Optimistic Future Outlook: Ross Stores anticipates first-quarter earnings per share in the range of $1.60 to $1.67, slightly below the market estimate of $1.62, but projects full-year earnings per share between $7.02 and $7.36, above the analyst expectation of $7.17, reflecting confidence in future performance.
- Analyst Rating Upgrades: Guggenheim analyst raised the price target for Ross Stores from $199 to $226, while Telsey Advisory Group upgraded the stock from Market Perform to Outperform with a new target of $240, indicating a positive outlook on the company's growth prospects.
See More
Moderna Settles Covid Vaccine Patent Dispute for $2.25 Billion
- Moderna Settlement: Moderna has agreed to pay up to $2.25 billion to settle a patent dispute with Biopharma Corporation and Genevant Sciences GmbH over its Covid vaccine, which is expected to mitigate legal risks and stabilize the company's market performance moving forward.
- Ross Stores Earnings Beat: Ross Stores reported fourth-quarter earnings of $2.00 per share, surpassing analysts' expectations of $1.90, with sales rising 12.2% year-over-year to $6.64 billion, demonstrating the company's ability to maintain strong sales growth amid economic uncertainty.
- CrowdStrike Strong Guidance: CrowdStrike anticipates earnings between $1.06 and $1.07 per share and revenue of $1.36 to $1.364 billion for the first quarter, both exceeding analyst expectations, indicating the company's ongoing growth potential in the cybersecurity sector.
- Box Strong Performance: Box reported fourth-quarter earnings of 49 cents per share, exceeding the 34 cents expected by analysts, with revenue of $306 million, showcasing the company's competitiveness in the content management market and confidence in future growth.
See More
Ross Stores Projects Strong Earnings Growth for Fiscal 2026
- Earnings Forecast: Ross Stores anticipates earnings per share for fiscal 2026 to range between $7.02 and $7.36, significantly up from $6.61 in fiscal 2025, indicating a robust growth trajectory that boosts investor confidence.
- Share Buyback Program: The Board of Directors has approved a $2.55 billion share buyback program for fiscal years 2026 and 2027, representing a 21% increase from the $2.1 billion repurchase completed in 2024 and 2025, showcasing the company's strong belief in its future performance.
- Q4 Performance Exceeds Expectations: The company reported a 12% increase in total sales for Q4 to $6.6 billion, surpassing the expected $6.37 billion, with earnings per share hitting $2, well above the analyst estimate of $1.9, highlighting its strong market position.
- Market Sentiment Shift: On Stocktwits, retail sentiment around ROST shifted from 'bullish' to 'extremely bullish' in the past 24 hours, with message volume rising from 'normal' to 'extremely high', reflecting heightened investor optimism regarding the company's growth prospects.
See More
Market Dynamics and Investment Opportunities Analysis
- Oil Price Volatility: Global benchmark Brent crude has fallen from yesterday's high of $85.12 to around $81, with Treasury Secretary Scott Bessent indicating that the Trump administration plans to announce measures to stabilize oil flows in the Persian Gulf, highlighting the need for policy intervention.
- CrowdStrike's Strong Earnings: CrowdStrike exceeded expectations across key financial metrics, with CEO George Kurtz emphasizing that AI serves as a tailwind for data protection rather than a hindrance, and despite cautious market sentiment, the stock remains flat, indicating investor confidence in its long-term prospects.
- Ross Stores' Robust Performance: Ross Stores reported a 9% increase in same-store sales for the holiday quarter, significantly surpassing the 5.1% consensus, leading to a nearly 7% premarket stock rise, demonstrating strong consumer acceptance of its off-price retail model.
- Target Stock Upgrades: Following a surprisingly positive report, Target received two upgrades from analysts, with Bernstein moving from sell to hold and Telsey Advisory Group upgrading from hold to buy with a target price of $145, reflecting market optimism regarding the new CEO's potential impact.
See More
Latest Ratings and Price Targets on Wall Street
- nLIGHT Coverage Initiation: Baird initiates coverage of nLIGHT with an Outperform rating and a $95 price target, citing favorable market trends and robust funding that support growth, particularly enhanced by the company's vertical integration and technological strengths.
- Apple's New Product Launch: Oppenheimer reiterates Apple as Perform, highlighting the new MacBook Pro lines powered by M5 Pro and M5 Max chips, which signify a new era of local AI computing and reinforce Apple's significant lead in efficiency and scalability in personal computing devices.
- PulteGroup and Toll Brothers Ratings: Truist initiates PulteGroup and Toll Brothers with Buy ratings, setting a price target of $170, as they believe the market is significantly undervaluing both companies' profitability potential, especially in the context of a recovering luxury housing market.
- Tesla and General Motors Upgrades: Bank of America upgrades Tesla to Buy with a $460 price target, viewing it as the leader in consumer autonomy, while reinstating General Motors as Buy, expecting benefits from lower warranty costs and regulatory credits.
See More
Ross Stores Reports Strong Q4 Results, Raises Guidance
- Earnings Beat Expectations: Ross Stores reported Q4 earnings per share of $2.00, surpassing the consensus estimate of $1.89, with revenue of $6.63 billion reflecting a 12% year-over-year increase, indicating strong financial performance.
- Comparable Sales Growth: The company experienced a 9% increase in comparable store sales during the quarter, building on a 3% rise from the previous year, showcasing robust holiday performance and enhanced customer engagement.
- Positive Outlook: Ross anticipates first-quarter GAAP earnings per share between $1.60 and $1.67, exceeding the consensus estimate of $1.62, and projects full-year earnings per share of $7.02 to $7.36, indicating sustained growth potential.
- Analyst Rating Upgrades: Guggenheim and Telsey Advisory Group raised Ross's price targets from $199 and $220 to $226 and $240 respectively, reflecting market confidence in the company's future performance.
See More
Ross Stores Reports Strong Q4 Earnings, Exceeds Expectations
- Strong Financial Performance: Ross Stores reported fourth-quarter revenue of $6.64 billion, surpassing market expectations of $6.41 billion, indicating robust growth in sales and profitability amid recovering consumer demand.
- Earnings Per Share Beat: The company achieved earnings per share of $2, significantly exceeding analyst estimates of $1.89, showcasing successful cost management and operational efficiency, which bolsters investor confidence.
- Optimistic Future Outlook: Ross Stores anticipates first-quarter earnings per share in the range of $1.60 to $1.67, slightly below the market estimate of $1.62, but projects full-year earnings per share between $7.02 and $7.36, above the analyst expectation of $7.17, reflecting confidence in future performance.
- Analyst Rating Upgrades: Guggenheim analyst raised the price target for Ross Stores from $199 to $226, while Telsey Advisory Group upgraded the stock from Market Perform to Outperform with a new target of $240, indicating a positive outlook on the company's growth prospects.
See More
Moderna Settles Covid Vaccine Patent Dispute for $2.25 Billion
- Moderna Settlement: Moderna has agreed to pay up to $2.25 billion to settle a patent dispute with Biopharma Corporation and Genevant Sciences GmbH over its Covid vaccine, which is expected to mitigate legal risks and stabilize the company's market performance moving forward.
- Ross Stores Earnings Beat: Ross Stores reported fourth-quarter earnings of $2.00 per share, surpassing analysts' expectations of $1.90, with sales rising 12.2% year-over-year to $6.64 billion, demonstrating the company's ability to maintain strong sales growth amid economic uncertainty.
- CrowdStrike Strong Guidance: CrowdStrike anticipates earnings between $1.06 and $1.07 per share and revenue of $1.36 to $1.364 billion for the first quarter, both exceeding analyst expectations, indicating the company's ongoing growth potential in the cybersecurity sector.
- Box Strong Performance: Box reported fourth-quarter earnings of 49 cents per share, exceeding the 34 cents expected by analysts, with revenue of $306 million, showcasing the company's competitiveness in the content management market and confidence in future growth.
See More
