$GAP

The article compiles major analyst actions across several stocks. Bank of America reiterated CoreWeave as buy after a quarter with 112% YoY revenue growth and a 5% operating margin. It reiterates Tesla as underweight on delivery declines, upgrades Dell to buy with a $510 PT, and Intel to buy after a ~$20bn equity offering. Other calls include Nvidia buy, SpaceX neutral, and multiple rating changes.

24/7 Wall St. lists Wednesday analyst research calls. Upgrades include Hilton (HLT) to Buy with a $365 target, Intuitive Surgical (ISRG) to Outperform with a $500 target, Merck (MRK) to Outperform with a $143 target, and Okta (OKTA) to Outperform with a $170 target. Downgrades include The Gap (GAP) to Hold, and Novo Nordisk (NVO) to Hold. Initiations cover Genmab (GMAB) and Marriott (MAR).

A roundup of Wall Street analyst actions includes UBS upgrading Jabil to Buy, initiating Lincoln Electric and Century Aluminum with price targets, and Bernstein initiating PDF Solutions. JPMorgan reiterates Nvidia overweight and raises CoreWeave to $110. Other changes include Loop lowering Apple to $340, Truist upgrading Best Buy to $95, and Argus upgrading Boeing to buy.

Wall Street was mixed after Monday’s declines as traders awaited Wednesday CPI and Thursday PPI, with expectations for a possible September Fed rate hike. Analyst actions included Argus upgrading Boeing (BA) to Buy, while Phillip Securities downgraded Airbnb (ABNB) to Reduce with a $158 target. Other calls covered Best Buy, Jabil, Spotify, and several initiations.

Mexico’s S&P/BMV IPC fell 0.75% to 66,439 on Monday as sell-offs in retail and infrastructure outpaced modest telecom gains. Walmex dropped 2.9% and GAP fell 3.2%, while America Movil rose 0.3%. The peso was little changed at 17.14 per USD ahead of Wednesday’s US CPI and Banxico’s inflation caution.

Gap (GAP) agreed with Dubai-based Chalhoub Group to bring Gap, Banana Republic, and Athleta to the UAE, Saudi Arabia, and Kuwait starting in 2026, according to the article. It cites a $20.47 share price, a $27.26 fair value estimate, and notes tariff pressure and Athleta weak sales as risks.

Gap Inc. said it will partner with UAE retailer Chalhoub Group to expand Gap, Banana Republic, and Athleta across the GCC. Online launches in the UAE, Saudi Arabia, and Kuwait are planned for later in 2026, with physical stores targeted for 2027, according to the company. The article links the deal to Gap’s digital and international growth narrative and upcoming Q2 FY2026 results on Aug. 27, 2026.

Grupo Aeroportuario del Pacífico (NYSE: PAC, BMV: GAP) reported preliminary July 2026 passenger traffic. Total passengers rose 1.2% year over year to 5.906 million. Domestic passengers increased 6.1% to 3.533 million, while international fell 5.3% to 2.373 million. Guadalajara and Tijuana rose 13.2% and 7.2%, respectively; Puerto Vallarta and Los Cabos declined.

Grupo Aeroportuario del Pacífico (GAP) says it met 55% of total water use in 2025 with treated wastewater, treating 722 million liters while serving 63.7 million passengers. Airports consumed about 1.2 billion liters, 72% in Mexico. Under its 2025-2029 plan, GAP targets a 20% cut in water intensity per passenger and 30% alternative water by 2029.

The article compares Q1 results for apparel retailers. Lululemon (LULU) reported $2.47B revenue (+4.3% YoY), beating estimates, but issued weaker full-year EPS guidance. American Eagle (AEO) posted $1.20B revenue (+9.7% YoY) and beat on EPS and gross margin. Gap (GAP) had $3.50B revenue flat, missed revenue estimates, and shares fell.