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Hims & Hers Health, Inc. operates a telehealth consultation platform. It connects consumers to healthcare professionals, enabling them to access medical care for mental health, sexual health, dermatology and primary care. The company was founded in 2017 and is headquartered in San Francisco, CA.

Hims & Hers Health Inc - Ordinary Shares - Class A

Hims & Hers Health Inc

Hims & Hers Health is trending as it faces a patent infringement lawsuit from Novo Nordisk and intense FDA/DOJ scrutiny over its compounded GLP-1 weight-loss offerings, sparking a significant sell-off and heated community debate about management's decisions and potential for a short squeeze.

Churchill Capital Corp. X is a blank check company, which was created for the purpose of effecting a merger, capital stock exchange, asset acquisition, stock purchase, reorganization, or similar business combination with one or more businesses. The company was founded by Michael Klein on January 4, 2024 and is headquartered in New York, NY.

Churchill Capital Corp X - Ordinary Shares - Class A

Churchill Capital Corp X 

Churchill Capital Corp X (CCCX) is trending as its merger target, Infleqtion, gained significant attention for securing a NASA space mission and a DOE contract, with the community highly anticipating the upcoming merger vote on February 12th and NYSE debut as INFQ on February 17th. Investors are actively discussing Infleqtion's perceived undervaluation compared to quantum peers, emphasizing its superior neutral-atom technology and established government contracts in defense, space, and energy as key drivers for substantial upside post-merger.

Upstart Holdings, Inc. engages in the provision of a cloud-based artificial intelligence lending platform. It operates through the following segments: Personal Lending, Auto Lending, and Other. The Personal Lending segment focuses on unsecured personal loans and small dollar loans. The Auto Lending segment is involved in auto refinance and auto retail loans. The Other segment refers to HELOCs and other. The company was founded by David Joseph Girouard, Anna Mongayt Counselman, and Paul Gu in December 2013 and is headquartered in San Mateo, CA.

Upstart Holdings Inc

Upstart's imminent earnings report is sparking intense debate among investors, with strong convictions for both significant upside and downside moves. The community is also closely watching how potential credit card interest rate caps and the broader fintech market could influence the AI-powered lending platform's outlook.

The Charles Schwab Corp. is a savings and loan holding company, which engages in the provision of wealth management, securities brokerage, banking, asset management, custody, and financial advisory services. It operates through the Investor Services and Advisor Services segments. The Investor Services segment includes retail brokerage, investment advisory, and banking and trust services to individual investors, retirement plan and business services, as well as other corporate brokerage services, to businesses and employees. The Advisor Services segment provides custodial, trading, banking and trust, and support services to independent registered investment advisors, independent retirement advisors, and recordkeepers. The company was founded by Charles Robert Schwab in 1986 and is headquartered in Westlake, TX.

Charles Schwab Corp.

Charles Schwab (SCHW) is trending as the broader financial advisory sector reacts to fears that a new AI tax strategy tool from Altruist could disrupt traditional wealth management services and compress fees. The community is debating if this selloff is an overreaction or a legitimate threat, with many viewing it as a "buy the dip" opportunity for established firms to quickly adapt.

Evommune, Inc. is a clinical-stage biotechnology company. It engages in the development of medicines for inflammatory diseases. The company was founded by Luis C. Pena, Eugene Andrew Bauer, and Hans Hofland in 2020 and is headquartered in Palo Alto, CA.

Evommune Inc.

Evommune Inc

Evommune (EVMN) is actively trending following positive Phase 2a trial results for its atopic dermatitis drug, EVO301, prompting analysts to significantly raise price targets. The news has sparked a lively debate among traders, with many anticipating further upside and a potential short squeeze, while others expect profit-taking and caution against volatility.

Pagaya Technologies Ltd. engages in the development of AI and data networks for the financial industry. Its product deploys data science, machine learning and AI technology to evaluate the customers' applications in real time. The company was founded by Gal Krubiner, Sanjiv Das, Yahav Yulzari, and Avital Pardo on March 20, 2016 and is headquartered in New York, NY.

Pagaya Technologies Ltd - Ordinary Shares - Class A

Pagaya Technologies Ltd

Pagaya Technologies is trending after its Q4 earnings report showed profitability but cautious 2026 guidance and a strategic exit from a business line, triggering a substantial sell-off. The community is vigorously debating whether the market's reaction is an unjustified manipulation of an undervalued stock or a reflection of management's prudent risk management within a challenging fintech landscape.

Nektar Therapeutics is a biotechnology company, which engages in the discovery and development of novel therapies which selectively modulate the immune system to treat autoimmune disorders. It also focuses on immunology and unparalleled expertise in polymer chemistry to create one-of-a-kind, highly-selective medicines with optimal therapeutic benefit. The company was founded in 1990 and is headquartered in San Francisco, CA.

Nektar Therapeutics

Robust positive 52-week maintenance data for Nektar Therapeutics' atopic dermatitis drug, rezpegaldesleukin, is driving significant analyst upgrades and community discussions around a major valuation re-rate, given its durable responses and strong safety profile. Investors are also actively speculating on a potential short squeeze or a significant settlement/buyout, particularly with ongoing litigation with Lilly.

S&P Global, Inc. engages in the provision of transparent and independent ratings, benchmarks, analytics, and data to the capital and commodity markets worldwide. It operates through the following segments: Market Intelligence, Ratings, Commodity Insights, Mobility, Indices, and Engineering Solutions. The Market Intelligence segment provides multi-asset-class data and analytics integrated with purpose-built workflow solutions. The Ratings segment is involved in credit ratings, research, and analytics, offering investors and other market participants information, ratings, and benchmarks. The Commodity Insights segment focuses on information and benchmark prices for the commodity and energy markets. The Mobility segment offers solutions serving the full automotive value chain including vehicle manufacturers, automotive suppliers, mobility service providers, retailers, consumers, and finance and insurance companies. The Engineering Solutions segment engages in advanced knowledge discovery technologies, research tools, and software-based engineering decision engines to advance innovation, maximize productivity, improve quality, and reduce risk. The company was founded by James H. McGraw and John A. Hill in 1917 and is headquartered in New York, NY.

S&P Global Inc

S&P Global is trending lower after its cautious outlook reinforced market fears that AI-powered tools will disrupt traditional financial information services. The community is sharply divided, debating if this signals a fundamental shift for a high-quality name or an overblown reaction creating a compelling buying opportunity.

Ichor Holdings Ltd. engages in designing, engineering, and manufacturing fluid delivery subsystems for semiconductor capital equipment. It offers gas and chemical delivery systems, which are key elements of the process tools used in the manufacturing of semiconductor devices. The firm also manufactures precision machined components, weldments, and proprietary products for use in fluid delivery systems for direct sales to its customers. The company was founded in 1999 and is headquartered in Fremont, CA.

Ichor Holdings Ltd

Ichor Holdings is trending following strong Q4 2025 earnings and optimistic 2026 guidance, which points to strengthening demand in the semiconductor capital equipment sector. The community is actively discussing ICHR as a key "pick and shovel" play in the memory and AI-driven chip manufacturing landscape, though some warn the stock is overextended.

Gilat Satellite Networks Ltd. engages in the provision of broadband satellite communication and networking solutions and services. It operates through the following business segments: Fixed Networks, Mobility Solutions, and Terrestrial Infrastructure Projects. The Fixed Networks segment provides advanced fixed broadband satellite communication networks, satellite communication systems and associated professional services and comprehensive turnkey solutions and fully managed satellite network services solutions. The Mobility Solutions segment provides advanced on-the-move satellite communications equipment, systems, and solutions, including airborne, maritime and ground-mobile satellite systems and solutions. The Terrestrial Infrastructure Projects segment provides network infrastructure construction of the fiber and microwave network of PRONATEL in Peru. The company was founded by Yoel Gat, Gideon Kaplan, Amiram Levinberg, Joshua Levinberg, and Shlomo Tirosh in 1987 and is headquartered in Petah Tikva, Israel.

Gilat Satellite Networks

Gilat Satellite Networks is trending due to its recent Q4 and full-year 2025 earnings, which, despite strong revenue growth and positive 2026 guidance, led to a sharp stock price decline. The community views this as an overreaction, with many actively buying the dip and highlighting the company's strong pipeline of contracts in the burgeoning satellite communication and defense markets.

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Burlington Stores (NYSE:BURL) Sets New 1-Year High - What's Next?

Burlington Stores (NYSE:BURL) Reaches New 1-Year High - Here's What Happened...

Burlington Stores, Inc. $BURL Stake Decreased by State of Michigan Retirement System

State of Michigan Retirement System trimmed its holdings in Burlington Stores, Inc. (NYSE:BURL - Free Report) by 55.4% in the third quarter, according to its most recent 13F filing with the...

Principal Financial Group Inc. Sells 5,079 Shares of Burlington Stores, Inc. $BURL

Principal Financial Group Inc. decreased its holdings in shares of Burlington Stores, Inc. (NYSE:BURL - Free Report) by 3.5% during the third quarter, according to the company in its most recent...

Will Burlington Stores (BURL) Beat Estimates Again in Its Next Earnings Report?

Burlington Stores (BURL) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.

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Finding stocks expected to beat quarterly earnings estimates becomes an easier task with our Zacks Earnings ESP.

Y Intercept Hong Kong Ltd Increases Stake in Burlington Stores, Inc. $BURL

Y Intercept Hong Kong Ltd increased its stake in Burlington Stores, Inc. (NYSE:BURL - Free Report) by 136.7% in the third quarter, according to the company in its most recent Form 13F filing with the...

Savoir Faire Capital Management L.P. Sells 39,909 Shares of Burlington Stores, Inc. $BURL

Savoir Faire Capital Management L.P. decreased its holdings in shares of Burlington Stores, Inc. (NYSE:BURL - Free Report) by 77.1% in the 3rd quarter, according to its most recent 13F filing with...

Burlington Stores, Inc. $BURL Position Boosted by Universal Beteiligungs und Servicegesellschaft mbH

Universal Beteiligungs und Servicegesellschaft mbH lifted its stake in Burlington Stores, Inc. (NYSE:BURL - Free Report) by 10.0% in the third quarter, according to its most recent disclosure with...

Apparel Stocks To Follow Today - January 24th

TJX Companies, NIKE, Target, Ross Stores, lululemon athletica, Burlington Stores, and Deckers Outdoor are the seven Apparel stocks to watch today, according to MarketBeat's stock screener tool...

<ul class="summary-bullets"><li>The analyst added that this push will boost companies targeting low-income consumers.</li><li>Lakos-Bujas said that he continues to favor stocks catering to the low-end consumer, a group that has been strained by persistently high inflation.</li><li>Lakos-Bujas named consumer retailers Dollar Tree Inc. (DLTR) and Dollar General Corp. (DG), and financial companies Citigroup Inc. (C) and Western Union Co. (WU), among others, as potential beneficiaries.</li></ul>JPMorgan Chase’s (JPM) head of equity strategy, Dubravko Lakos-Bujas, believes that U.S. President Donald Trump’s administration is likely to increase its affordability efforts ahead of the midterm election season and this will boost companies targeting low-income consumers.Lakos-Bujas said in a note to clients, according to a CNBC <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.cnbc.com/2026/01/23/trump-policies-to-boost-low-end-consumer-into-the-midterms-says-jpmorgan.html">report</a>, that while the White House’s affordability efforts at present have not had widespread impact, this would likely change ahead of the November midterm elections.“A shift in policymaking towards affordability has favored value-oriented themes as the administration positions itself ahead of the November midterm elections,” Lakos-Bujas said in the note.The bank named 10 U.S. companies likely to benefit from its exposure to lower-income consumers.<h2 class="st-heading-2">Analyst Rationale</h2>Lakos-Bujas said that he continues to favor stocks catering to the low-end consumer, a group that has been strained by persistently high inflation, adding that tax cuts in the “big beautiful bill” and falling gasoline prices are reasons to be optimistic about this group.The analyst also highlighted Trump’s efforts to cap credit card rates in the short term and ban large institutions from buying houses as signs of the president’s growing focus on affordability.Trump said earlier this month that he would introduce a one-year 10% cap on credit card interest rates, citing the exorbitantly high rates at present. The President also said that he will ban large institutional investors from buying single-family homes to address housing affordability amid soaring home prices. Separately, Trump also said he would be instructing representatives to buy $200 billion in mortgage bonds to bring down mortgage rates and make the cost of owning a home more affordable.<h2 class="st-heading-2">The Companies That Made The Cut</h2>Consumer retailers Dollar Tree Inc. (DLTR) and Dollar General Corp. (DG) made it to the list, along with off-price retailer Burlington Stores Inc. (BURL) and multinational company Walmart Inc. (WMT).Hunt-focused value retailer Dollar Tree recently received a downgrade from BNP Paribas to ‘Underperform’ from ‘Neutral’ and a cut in its price target to $87, down from $118, citing a weaker sales environment and a fall in consumable units. However, <a href="https://stocktwits.com/symbol/DLT">DLT shares</a> have gained over 78% in the past year.Meanwhile, Walmart has been gaining from a recent surge in AI-driven traffic, emerging as a key product discovery entry point for consumers. <a href="https://stocktwits.com/symbol/WMT">WMT shares</a> have risen over 25% in the last one year.Financial companies <a href="https://stocktwits.com/symbol/C">Citigroup</a> Inc. (C) and <a href="https://stocktwits.com/symbol/WU">Western Union </a>Co. (WU) also made the cut. AI-lending platform <a href="https://stocktwits.com/symbol/UPST">Upstart Holdings</a> (UPST), and credit card company <a href="https://stocktwits.com/symbol/BFH">Bread Financial Holdings </a>(BFH) were the other financial companies that Lakos-Bujas named as potential beneficiaries from Trump’s affordability push.Others on the analyst’s list include low-cost flyer <a href="https://stocktwits.com/symbol/LUV">Southwest Airlines</a> Co. (LUV) and hospitality company <a href="https://stocktwits.com/symbol/CHH">Choice Hotels International</a>, Inc. (CHH). &nbsp;Shares of C and BFH have gained over 38% and 6% in the past year while shares of WU and UPST have each lost over 8% and 35% respectively in the same period.LUV stock has risen over 32% while CHH stock has lost over 28% in the last 12 months.Meanwhile, <a href="https://stocktwits.com/symbol/SPSIRE">S&amp;P Retail Select Industry Index</a> (SPSIRE), which features discount retailers, gained over 10% in the past year and the S<a href="https://stocktwits.com/symbol/XLP">tate Street Consumer Staples Select Sector SPDR ETF</a> (XLP) gained over 6%.For updates and corrections, email newsroom[at]stocktwits[dot]com. &nbsp;

Customers shop at a retail store in New York City. (Photo by Lian Pan/China News Service/VCG via Getty Images)

JPMorgan Flags Upside For Low-End Consumer Stocks On Trump Affordability Push — DLTR, DG, LUV, CHH On The List

The bank’s head of equity strategy, Dubravko Lakos-Bujas, said that President Trump is likely to increase affordability efforts ahead of the midterm election season.

Equity

Burlington Stores, Inc. engages in the retail of off-price apparel and home products. It offers women’s ready-to-wear apparel, accessories, footwear, menswear, youth apparel, baby, coats, beauty, toys, and gifts. It operates through the following segments: Ladies Apparel, Accessories and Shoes, Home, Mens Apparel, Kids Apparel and Baby, and Outerwear. The company was founded in 1972 and is headquartered in Burlington, NJ.

Fiscal Period	Estimated	Reported	Surprise	Result
Q4 '25	$4.73	--	--	N/A
Q3 '25	$1.64	$1.80	9.61%	BEAT
Q2 '25	$1.28	$1.59	24.08%	BEAT
Q1 '25	$1.43	$1.60	11.62%	BEAT
Q4 '24	$3.77	$4.07	7.85%	BEAT

BURL
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