HAPPY MONDAY TO THE STREET

Target $TGT ( ▼ 1.71% ) tried to revive the in-store Black Friday rush with a 6 AM swag-bag giveaway. Social media was not impressed. It didn’t help that said bag consisted mostly of fun-size candy, shampoo samples, and a deck of UNO $MAT ( ▼ 2.0% ) cards.

Lowe’s $LOW ( ▼ 1.34% ), by contrast, became an unlikely hero. The DIY retailer handed out buckets packed with drill bits, mugs, and coupons for appliances worth up to $2,000.

Another sign that shoppers are over Black Friday deals… unless they provide real value.

— Brooks & Cas

Sponsored by Safe & Green Development Co

Safe & Green Development Corp. (NASDAQ: SGD) trades in true microcap territory. But it could potentially be poised for major gains.

  • The firm acquired Resource Group US Holdings and now converts organic waste into commercial soil and mulch products.

  • SURGRO gives it a proprietary foothold in a $30 billion space under pressure to replace peat.

  • Management raised $9 million and eliminated convertible debt to strengthen execution.

SGD now enters 2026 with capital, clarity, and a sharp focus on scale. This small name bringing green back might just be a big opportunity to bring in greenbacks.

MARKET SNAPSHOT

All Stock Heatmap. Credit: Finviz

Market Movers

DOORDASH, JOBY, DISNEY

DoorDash $DASH ( ▲ 0.72% ) rose after Sequoia’s Alfred Lin bought more than 514K shares worth about $100M.

Joby Aviation $JOBY ( ▲ 3.49% ) fell after Goldman Sachs initiated coverage with a Sell rating.

Disney $DIS ( ▼ 1.35% ) gained after Zootopia 2 delivered strong Thanksgiving weekend box office results.

Coupang $CPNG ( ▼ 0.73% ) disclosed a data breach affecting more than 33M customers.

Wynn Resorts $WYNN ( ▲ 0.06% ) climbed after Goldman Sachs added the stock to its conviction buy list.

To monitor hot stocks in real time, check out The Street Feed.

Tomorrow's Trade Idea, Today

A NEW EV AVIATION NAME WITH BIG UPSIDE

High-Risk, High Altitude

Electric aircraft manufacturer Beta Technologies $BETA ( ▲ 9.23% ) has had a volatile start since its November debut. The stock has dropped sharply from IPO levels, but major banks believe it’s still taxiing on the runway.

Goldman Sachs $GS ( ▲ 1.27% ), Morgan Stanley $MS ( ▲ 0.63% ), Bank of America $BAC ( ▲ 0.29% ), and Citi $C ( ▲ 1.01% ) have all initiated coverage with Buy ratings. Citi came out the gates the most bullish, setting a target of $41, implying nearly 60% upside from recent levels.

A Different Path for Electric Aviation

Analysts argue that the pullback has created an appealing entry point in a company still early in its commercial journey.

Beta raised more than $1 billion in its IPO. It is now moving toward a series of FAA certifications that could open real revenue channels before the decade ends.

Goldman says Beta is best positioned among emerging electric aircraft manufacturers. Early execution and a focused strategy stand out.

Many electric aircraft concepts hinge on commercial passenger service, which brings regulatory and operational hurdles. Beta is taking a different route. The company is targeting military, medical, and cargo missions. Citi says this sidesteps the most complex risk factors in early-stage aviation adoption.

Positioned for Liftoff

Beta also has an infrastructure edge. The company has built a national charging network with more than 80 sites. That network supports both the CX300, a traditional takeoff aircraft, and the A250, a vertical takeoff model.

But the biggest long-term story may be aftermarket services. Citi notes that maintenance and battery replacement can generate far more lifetime profit than the aircraft sale itself. Beta has designed its aircraft portfolio around that margin model.

With certification milestones on the horizon, a charging network already in place, and early interest from defense and medical operators, analysts think Beta is engineered for long-term profitability. For investors looking to take on a high-risk, high-reward sector, Wall Street says Beta is an alpha player.

Are you bullish or bearish on Beta Technologies (BETA) over the next 12 months?

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OVERHEARD ON THE STREET

AP: Bitcoin $BTC.X ( ▼ 1.26% ) fell to just above $85K, extending a two-month slide that also pulled Coinbase $COIN ( ▲ 3.63% ), Robinhood $HOOD ( ▲ 1.27% ), and Riot Platforms $RIOT ( ▲ 0.23% ) lower.

Bloomberg: OpenAI took an ownership stake in Thrive Holdings and will partner with it to accelerate AI adoption in business services.

CNBC: Eli Lilly $LLY ( ▲ 0.53% ) cut Zepbound vial prices on LillyDirect to $299-$449 a month starting Dec. 1.

USA Today: The Supreme Court will hear Cox’s $1B piracy case, a ruling that could reshape ISP liability and internet access nationwide.

WSJ: Starbucks $SBUX ( ▼ 0.18% ) agreed to a $38.9M NYC settlement, including $35.5M to over 15K workers and $3.4M in penalties.

FRIDAY’S POLL RESULTS

Are you bullish or bearish on Roblox $RBLX ( ▲ 0.67% ) over the next 12 months?

▇▇▇▇▇▇ 🐂 Bullish

▇▇▇▇▇▇ 🐻 Bearish

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