Jim Cramer’s top 10 things to watch in the stock market Thursday
My top 10 things to watch Thursday, Feb. 19 1. Stock futures pointed to a lower open this morning on the heels of Walmart’s disappointing earnings outlook. Tensions between the U.S. and Iran are also in focus. Oil prices rose more than 1% to extend yesterday’s big gains, with Brent crude trading above $71 a barrel and U.S. benchmark WTI above $66. 2. Walmart shares were flat after its full-year earnings outlook of $2.75 to $2.95 fell short of the $2.96 consensus estimate, according to LSEG. With CEO John Furner taking over this month, this guidance looks like a chance to reset expectations. Food inflation was just 1% in Q4. Walmart also authorized a $30 billion stock buyback program. 3. Club name Boeing landed orders for nearly 100 jets from three Vietnamese airlines, the latest evidence that its backlog is building like it used to. As CEO Kelly Ortberg’s turnaround progresses, there will be a breakout moment for Boeing’s earnings, and you have to be invested in the stock ahead of it. 4. Deere now expects 2026 profits to be in the range of $4.5 billion to $5 billion , up from its November forecast of $4 billion to $4.75 billion. Even the low end of the new range is above the FactSet consensus of $4.38 billion. Deere is seeing a recovery in its construction and small agriculture segments. Shares jumped 6%. 5. Online marketplace eBay reported a blowout quarter alongside a strong first-quarter outlook, sending the stock up 6%. It also announced it is buying Depop, a secondhand fashion app, for $1.2 billion in cash from Etsy . Goldman upgraded eBay to hold from sell following the print. This is another forgotten company that is back. 6. Needham upgraded Analog Devices to buy from hold after the chipmaker’s strong quarterly results and guidance. Oppenheimer also lifted its price target to $400 from $350, implying 15.5% upside from yesterday’s close, and kept its buy rating on the stock. Analog Device’s chips for power management and connectivity are part of the data center plumbing. Its data center business grew 50% in 2025. 7. American Airlines chose CFM International’s LEAP-1A engines to power future deliveries of its Airbus A321neo narrowbody jets. CFM International is joint venture owned by GE Aerospace and Safran. These engines will be installed on the Airbus A321neo narrowbody jets that the U.S. carrier ordered roughly two years ago. 8. DoorDash shares climbed more than 9% after the company missed on fourth-quarter earnings and revenue last night. The stock initially plunged in extending trading once the numbers hit. Still, CEO Tony Xu highlighted the strong performance in Deliveroo, the British food delivery platform DoorDash acquired in 2025. The stock is down more than 23% year to date. 9. Evercore added Dell to its “Tactical Outperform” list and reiterated its buy rating on shares ahead of quarterly earnings next week. It was an odd call because the analysts still lowered their price target to $160 from $180. Evercore sees upside to Dell’s current revenue and earnings expectations, citing stronger near-term demand across traditional hardware and AI compute. 10. Wayfair shares tumbled more than 11% this morning despite the furniture retailer’s fourth-quarter results beating expectations while touting market-share gains. Wayfair’s annual sales grew for the first time since 2020 , but it’s still reporting net losses. Its first-quarter guidance called for revenue growth in the mid-single digits, compared with the FactSet consensus of 6%. Sign up for my Top 10 Morning Thoughts on the Market email newsletter for free (See here for a full list of the stocks at Jim Cramer’s Charitable Trust.) As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade. Jim waits 45 minutes after sending a trade alert before buying or selling a stock in his charitable trust’s portfolio. If Jim has talked about a stock on CNBC TV, he waits 72 hours after issuing the trade alert before executing the trade. THE ABOVE INVESTING CLUB INFORMATION IS SUBJECT TO OUR TERMS AND CONDITIONS AND PRIVACY POLICY , TOGETHER WITH OUR DISCLAIMER . NO FIDUCIARY OBLIGATION OR DUTY EXISTS, OR IS CREATED, BY VIRTUE OF YOUR RECEIPT OF ANY INFORMATION PROVIDED IN CONNECTION WITH THE INVESTING CLUB. NO SPECIFIC OUTCOME OR PROFIT IS GUARANTEED.
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