$FIVE

Wall Street analyst upgrades and visibility picks highlighted Five Below, Intuitive Machines, Micron, Jabil, and Newmont. Five Below: Jefferies raised target to $350; fiscal 2025 sales $4.76B. Intuitive Machines: backlog $1.8B; Q2 revenue $206M; 2026 revenue $900M-$1B. Micron: UBS $1,625 target; Q3 revenue $41.46B. Jabil: Q3 revenue $8.8B; AI-linked revenue to $20.3B by FY2027. Newmont: Q1 free cash flow $3.1B; buyback authorization +$6B.

ArcelorMittal shares rose to 2011 highs, up about 64% YTD, helped by tighter EU steel-import and carbon-border rules. Citi raised its price target to €75. Wendy’s jumped on reports of a potential Trian-led take-private bid, implying about $10.37 per share with a 20% premium. Other items covered crypto market shifts, a SafePal data breach, and STC H1 results.

Jefferies upgraded Five Below to Buy from Hold and raised its price target to $350 from $210, citing CEO Winnie Park’s merchandising transformation. The firm expects high-single-digit comparable sales growth excluding the “squishy” trend, 11% sales per square foot growth in fiscal 2026, and double-digit sales growth through fiscal 2029. It forecasts 24% to 27% EPS CAGR.

Jefferies upgraded Five Below (FIVE) to buy from hold and raised its price target to $350 from $210, implying about 47% upside from Wednesday’s close. The firm cited structural improvements under CEO Winnie Park and expects margin expansion as comps normalize. FIVE shares are up 26% year to date; they rose over 3% after the upgrade.

Five Below (FIVE) rose about 3.2% in pre-open after Jefferies upgraded it from Hold to Buy and raised its price target to $350 from $210. Mizuho also kept an Outperform rating and lifted its target to $260 from $220. The moves followed strong fiscal Q1 results and a raised full-year net sales outlook of $5.40–$5.48B.

Jefferies upgraded Five Below (NASDAQ:FIVE) from Hold to Buy and raised its price target to $350 from $210. It cited structural business improvements, including about 23% first-quarter fiscal 2026 comparable sales growth and higher productivity, unit growth, and accelerating EPS. The stock was $238.15, up 26% YTD and 72% over 12 months.

A court filing says about $100B in IEEPA tariff refunds were sent to the U.S. Treasury for approved importers, about 60% of $166B collected before the Supreme Court struck the program down in February. Consumers filed class actions, including against Five Below over alleged nonpayment of refunds and against Sony over “double recovery.” Five Below reported 2025 net sales of $4.76B (+22.9%).

Canada’s TSX opened up 1.2% on Tuesday, helped by hopes of a U.S.-Iran peace deal. 5N Plus reported Q2 results above estimates, but shares fell 17.1% to $27.00. Telus was downgraded by at least three brokerages after quarterly results, down 2% to $13.11. Oil fell and gold rose.

Zacks Equity Research named Five Below (FIVE) Bull of the Day and Whirlpool (WHR) Bear of the Day. FIVE has a Zacks Rank #1 and reported nearly 32% revenue growth with adjusted EPS up 160%, raising FY26 guidance. WHR has a Zacks Rank #5, with shares down 31% in three months and revenue down 9% YoY, ahead of an Aug 3 earnings release.

Five Below (FIVE) reported quarterly results that beat consensus, with revenue up nearly 32% and adjusted EPS up 160%. Comparable store sales rose 22.7% YoY, and the company opened 49 new stores. It raised FY26 EPS and sales guidance. The article cites Zacks Rank #1 and ongoing upward EPS and sales revisions, with next earnings expected in late August.