HAPPY WEDNESDAY TO THE STREET

Nvidia (NVDA) earnings are about to drop. Are you ready? Our Street Sheet Research subscribers are. We sent them a sneak peek earlier today to prepare for the potentially Street-shaking print.

Missed out? Sign up now to be first in line for the next one.

  • 🟩 | US stocks rose today as a software-and-AI rebound extended ahead of major earnings.

  • 📈 | One Notable Gainer: Photronics (PLAB) surged after reporting fiscal Q1 earnings and revenue that beat analyst estimates.

  • 📉 | One Notable Decliner: Diageo (DGE) fell after missing earnings, cutting its dividend, and slashing 2026 organic sales guidance.

— Brooks & Cas

Sponsored by elf labs

Did you know Disney Princess alone has generated over $45B in global revenue?!

Now, Elf Labs’ leadership team ($6B+ in licensing deals in their careers) orchestrated a 10-year legal effort securing rights to legendary character IP like Cinderella and Snow White.

They’re bringing them to life through multi-patented immersive technology across entertainment, gaming, and consumer products — a market estimated at over $2 trillion.

Their private round is over 96% full, and the company just reserved their Nasdaq ticker: $ELFS.

Disclosure: This is a paid advertisement for Elf Labs’ Regulation CF offering. Please read the offering circular at elflabs.com

Timelines are subject to change. Listing on the NASDAQ is contingent upon necessary approvals, and reserving a ticker symbol does not guarantee a company's public listing.

MARKET SNAPSHOT

PREDICTION MARKET SNAPSHOT

The tariff fight just moved to refunds. FedEx (FDX) is seeking repayment of duties ruled illegal, and Treasury’s Scott Bessent wants clarity on whether customers will benefit if checks are cut. When policy reverses, pricing lingers.

Market Movers

GODADDY, COINBASE, LOWE’S

GoDaddy (GDDY) slid after forecasting annual revenue below Wall Street expectations.

Coinbase (COIN) jumped after launching stock trading on its platform as it expands beyond crypto.

Lowe’s (LOW) fell after issuing full-year earnings guidance below consensus.

Cava Group (CAVA) soared after delivering a Q4 beat and issuing strong fiscal 2026 guidance.

First Solar (FSLR) dropped after a Q4 earnings miss and weak full-year revenue outlook.

Tomorrow's Trade Idea, Today

TRIM TO WIN

Stock Spotlight

  • Stock: Etsy (ETSY)

  • Firm: Barclays (BCS)

  • Current Price: $53.44

  • Price Target: $65

  • Implied Upside: 22%

Refocused and Revalued

Barclays upgraded Etsy after the company agreed to sell Depop for $1.2 billion.

The firm says the move refocuses Etsy on its core marketplace and frees up capital for buybacks and balance sheet strength.

Fourth quarter earnings topped estimates, and buyer growth improved, with gross merchandise sales returning to growth.

Analysts see improving buyer trends through 2026 and view the stock as attractively valued relative to the broader market.

Are you bullish or bearish on Etsy (ETSY) over the next 12 months?

Login or Subscribe to participate

Sponsored by Small Cap Stocks

Our partner, Small Cap Stocks, tracks unusual moves, early breakouts, and stocks gaining serious momentum.

When they spot something worth paying attention to, they send it out immediately.

This includes NASDAQ & NYSE stock alerts on your phone daily.

Clear opportunities, delivered in real time. Hit the button below to try it out.

OVERHEARD ON THE STREET

🗳️ Warner Bros (WBD) board acknowledged Paramount’s (PSKY) $31 per share bid may be superior but reaffirmed support for Netflix’s (NFLX) $27.75 offer.

🛠️ Home Depot (HD) warned that housing and consumer uncertainty will persist.

🖥️ Apple (AAPL) will produce Mac Mini in Houston for the first time, expanding its US manufacturing footprint and workforce.

🏖️ President Trump proposed a new retirement plan offering up to $1,000 annual federal matches for workers without employer coverage.

📱Samsung’s S26 showcases Gemini (GOOGL) autonomously running apps like Uber (UBER).

TUESDAY’S POLL RESULTS

Are you bullish or bearish on Genuine Parts Company (GPC) over the next 12 months?

▇▇▇▇▇▇ 🐂 Bullish

▇▇▇▇▇▇ 🐻 Bearish

And, in response, you said:

  • 🐂 Bullish — “Gut feeling.”

  • 🐻 Bearish — “The tariffs on the feedstock they need to import are going to keep hurting margins.”

Sponsored by Robinhood

Short-term swings create long-term opportunities for those with the right tools.

Market cycles are a reality of the crypto space. For those looking to establish or expand positions at current levels, every basis point saved on fees becomes a competitive advantage.

Robinhood Crypto offers everything required for a successful long-term strategy: transparent fees, access to 45+ tokens, and one of the lowest-cost trading environments in the US.

This message is a paid advertisement for elf labs. The Street Sheet (SS) receives a flat fee from Investing Channel totaling up to $1,000. Other than the compensation received for this advertisement sent to subscribers, The Street Sheet and its principals are not affiliated with elf labs. This advertisement is sponsored by a third-party Reg A crowdfunding issuer and is for informational purposes only. The Street Sheet does not endorse or recommend any specific offering, and this advertisement should not be construed as a recommendation to invest. Investing in securities, including those offered through Reg CF crowdfunding, involves risk, including the potential loss of principal. These investments are speculative, illiquid, and may involve a higher degree of risk compared to more traditional investments. The Street Sheet has not verified the information provided by the advertiser, and we encourage readers to conduct their own due diligence and consult with a licensed financial advisor or other qualified professional before making any investment decision. By engaging with this advertisement, you acknowledge that The Street Sheet and its affiliates are not responsible for any decisions or actions taken based on the information provided in this advertisement. All investments carry risks, and past performance is not indicative of future results. Readers should carefully review all information provided by the issuer, including the offering circular and any other available materials, prior to investing. The Street Sheet may receive compensation from the advertiser for promoting this offering. The Street Sheet and its principals do not own any of the stocks or shares mentioned in this email or in the article that this email links to. The Street Sheet is a research service not owned or managed by registered brokers and therefore this site does not make any investment recommendations. The information provided in this newsletter is not guaranteed as to its accuracy or completeness. Each user of SS chooses to do trades at their sole discretion and risk. SS is not responsible for gains/losses that may result in the trading of these securities. This newsletter includes paid advertisements. The source of all third-party content in which SS receives some sort of compensation is clearly and prominently identified herein as "ad", "Sponsored", or “Together With”. Although we have sent you these advertisements, SS does not specifically endorse any third-party product nor is it responsible for the content, the accuracy, or the completeness of the advertisement or the experience with the third-party advertiser. Furthermore, we make no guarantee or warranty about what is in the advertisement. All investments involve risk, losses may exceed the principal invested, and the past performance of a security, industry, sector, market, or financial product does not guarantee future results or returns. This communication from The Street Sheet is for informational purposes only. It is not intended to serve as a recommendation to buy, sell, or hold any security and is not an offer or sale of a security. Information contained within should not be perceived as a research report and is not intended to serve as the basis for any investment decision. Any third-party views reflected herein do not reflect the opinion of The Street Sheet. All investments involve risk and the past performance of a security does not guarantee future results or returns. There is always the potential for financial loss when investing in securities or other financial products. The information contained in this newsletter is subject to change without notice, and we do not undertake any obligation to update it. Readers are encouraged to conduct their own research and due diligence and seek advice from licensed professionals regarding their specific financial needs and circumstances. By reading this newsletter, you agree to hold us harmless from any and all losses, liabilities, costs, or expenses arising from your use or reliance on the information provided. There is no warranty as to the accuracy or completeness of the factual matters included in any advertisement or sponsored content in the newsletter. You have not performed any research on any entity, or its business, that advertises or submits any sponsored content. The Street Sheet is reader-supported. When you buy through links on our site, we may earn a commission.

Reply

Avatar

or to participate