News Bulletin
Thursday, February 19, 2026
Evening Edition
Economic Numbers:
|
Time |
Event |
Actual |
Forecast |
Previous |
|
Thursday, February 19, 2026 |
||||
|
8:30 |
Philadelphia Fed Manufacturing
Index (Feb) |
16.30 |
7.50 |
12.60 |
|
8:30 |
Initial Jobless Claims |
206K |
223K |
229K |
|
8:30 |
Continuing Jobless Claims |
1,869K |
1,860K |
1,852K |
|
8:30 |
Exports (Dec) |
287.30B |
|
292.30B |
|
8:30 |
Imports (Dec) |
357.60B |
|
345.30B |
|
10:00 |
Pending Home Sales (MoM) (Jan) |
-0.80% |
1.40% |
-7.40% |
|
10:00 |
US Leading Index (MoM) (Dec) |
-0.20% |
-0.20% |
-0.30% |
|
12:00 |
Crude Oil Inventories |
-9.014M |
1.700M |
8.530M |
|
12:00 |
Cushing Crude Oil Inventories |
-1.095M |
|
1.071M |
Indices
|
|
CLOSE |
50 DMA |
200 DMA |
|
DJIA |
49,395.16 |
48,960.80 |
45,946.95 |
|
NASDAQ |
22,682.73 |
23,306.67 |
21,853.15 |
|
S&P 500 |
6,861.89 |
6,894.59 |
6,523.30 |
Earnings Calendar:
(EPS: Earning Per Share / Rev: Revenue / Mkt Cap: market Capital/ BMO: Before Market Opening /AMC:
After Market Close)
|
COMPANY |
EPS Act |
EPS
Fore |
Rev
Act |
Rev
Fore |
Mkt Cap |
Time |
|
Walmart WMT:US |
0.74 |
0.66 |
190.7B |
180.55B |
$1.02T |
AM |
|
Deere & Company DE:US |
2.42 |
3.19 |
9.61B |
8.51B |
$179.08B |
AM |
|
Constellation Energy CEG:US |
|
2.44 |
|
5.38B |
$91.97B |
AM |
|
EchoStar SATS:US |
|
-0.44 |
|
3.97B |
$31.07B |
AM |
|
Cheniere Partners CQP:US |
|
1.05 |
|
2.46B |
$28.72B |
AM |
|
CenterPoint Energy CNP:US |
0.45 |
0.4 |
2.27B |
2.55B |
$27.33B |
AM |
|
EPAM Systems EPAM:US |
3.26 |
2.84 |
1.41B |
1.25B |
$7.65B |
AM |
|
IdaCorp IDA:US |
0.78 |
0.7 |
519.31M |
411.97M |
$7.11B |
AM |
|
Choice Hotels International CHH:US |
1.6 |
1.55 |
390M |
390M |
$5.13B |
AM |
|
Medical Properties MPW:US |
|
-0.69 |
|
231.84M |
$3.69B |
AM |
|
Six Flags FUN:US |
-0.91 |
-2.76 |
650M |
687.31M |
$1.71B |
AM |
|
Gentherm THRM:US |
0.49 |
0.29 |
382.79M |
352.9M |
$975M |
AM |
|
Newmont Mining NEM:US |
|
1.4 |
|
5.65B |
$144.86B |
PM |
|
Southern SO:US |
0.55 |
0.5 |
6.98B |
6.34B |
$102.75B |
PM |
|
Quanta Services PWR:US |
3.16 |
2.94 |
7.84B |
6.55B |
$78.77B |
PM |
|
Targa Resources TRGP:US |
2.29 |
1.89 |
4.06B |
4.41B |
$50.65B |
PM |
|
Comfort Systems USA FIX:US |
|
4.09 |
|
1.87B |
$47.99B |
PM |
|
Consolidated Edison ED:US |
|
0.98 |
|
3.67B |
$39.62B |
PM |
|
Copart CPRT:US |
|
0.4 |
|
1.16B |
$36.37B |
PM |
|
Live Nation Entertainment LYV:US |
|
0.58 |
6.31B |
5.68B |
$35.96B |
PM |
|
Extra Space Storage EXR:US |
1.36 |
1.24 |
857.47M |
821.89M |
$30.79B |
PM |
|
FMC Technologies FTI:US |
0.7 |
0.54 |
2.52B |
2.37B |
$25.86B |
PM |
|
Insmed INSM:US |
-1.54 |
-1.32 |
263.8M |
104.44M |
$22.44B |
PM |
|
Evergy EVRG:US |
0.42 |
0.35 |
1.36B |
1.26B |
$18.5B |
PM |
|
Alliant Energy LNT:US |
|
0.7 |
|
976M |
$17.97B |
PM |
|
Akamai AKAM:US |
1.84 |
1.66 |
1.09B |
1.02B |
$16.42B |
PM |
|
Fidelity National Financial FNF:US |
|
1.34 |
|
3.62B |
$15.39B |
PM |
|
Gaming And Leisure Properties GLPI:US |
|
0.79 |
|
389.6M |
$12.77B |
PM |
|
Texas Roadhouse TXRH:US |
1.28 |
1.73 |
1.48B |
1.44B |
$12.49B |
PM |
|
Wayfair W:US |
0.85 |
-0.25 |
3.3B |
3.12B |
$11.02B |
PM |
|
Onto Innovation NANO:US |
|
1.51 |
|
264M |
$10.72B |
PM |
|
LKQ LKQ:US |
0.59 |
0.8 |
3.31B |
3.36B |
$8.9B |
PM |
|
American Homes 4 Rent AMH:US |
|
0.33 |
|
436.6M |
$8.84B |
PM |
|
Pool POOL:US |
0.84 |
0.98 |
982.2M |
987.5M |
$8.51B |
PM |
|
Vicor VICR:US |
|
0.23 |
|
96.17M |
$6.92B |
PM |
|
Sprouts Farmers Market SFM:US |
0.92 |
0.79 |
2.1B |
2B |
$6.85B |
PM |
|
GATX GATX:US |
2.44 |
1.93 |
449M |
413.5M |
$6.54B |
PM |
|
Casella Waste Systems CWST:US |
|
0.08 |
|
427.49M |
$6.42B |
PM |
|
Universal Display OLED:US |
|
0.96 |
|
162.29M |
$5.68B |
PM |
|
Sensata Technologies ST:US |
0.88 |
0.76 |
917.9M |
907.7M |
$5.51B |
PM |
|
ETSY ETSY:US |
0.92 |
1.03 |
881.6M |
852.16M |
$5.46B |
PM |
|
PTC Therapeutics PTCT:US |
-1.67 |
-0.85 |
164.7M |
213M |
$5.3B |
PM |
|
Brady BRC:US |
1.09 |
1 |
384.14M |
356.68M |
$4.55B |
PM |
|
Howard Hughes HHC:US |
|
3.25 |
|
983.59M |
$4.12B |
PM |
|
ICU Medical ICUI:US |
|
2.11 |
|
629.81M |
$3.56B |
PM |
|
Chemours CC:US |
|
0.11 |
|
1.4B |
$3.16B |
PM |
|
Visteon VC:US |
2.96 |
4.44 |
948M |
939M |
$2.92B |
PM |
|
Boston Beer SAM:US |
|
-1.68 |
|
402.3M |
$2.81B |
PM |
|
RingCentral RNG:US |
1.18 |
0.98 |
644M |
615M |
$2.71B |
PM |
|
Perdoceo Education CECO:US |
0.59 |
0.5 |
211.6M |
176.43M |
$2.1B |
PM |
|
Select Medical SEM:US |
|
0.18 |
|
1.31B |
$2.09B |
PM |
|
Federal Agricultural Mortgage AGM:US |
3.66 |
3.97 |
107.46M |
101.26M |
$1.63B |
PM |
|
World Kinect
Corporation INT:US |
|
0.62 |
|
9.76B |
$1.57B |
PM |
|
Five9 FIVN:US |
0.8 |
0.79 |
300.3M |
278.7M |
$1.26B |
PM |
|
Tandem Diabetes Care TNDM:US |
|
0.01 |
|
282.65M |
$1.24B |
PM |
|
Upbound Group RCII:US |
1.01 |
1.05 |
1.2B |
1.08B |
$1.24B |
PM |
|
Harmonic HLIT:US |
|
0.45 |
|
222.2M |
$1.19B |
PM |
|
Employers EIG:US |
|
1.15 |
|
216.6M |
$1.03B |
PM |
Market News:
U.S. stocks closed in the red on
Thursday, after the Federal Reserve’s latest minutes came in more hawkish than
anticipated. Walmart (NASDAQ:WMT) ended lower after
its first quarterly report under a new chief executive.
The benchmark S&P 500 index slipped
0.3% to conclude at 6,862.16 points, the tech-heavy NASDAQ Composite also fell
0.3% to finish at 22,682.73 points, and the blue-chip Dow Jones Industrial
Average shed 0.5% to settle at 49,395.16 points.
Wall Street’s main averages ended higher
on Wednesday, helped by a rebound in technology stocks and a climb in artificial
intelligence-darling Nvidia (NASDAQ:NVDA). The gains
helped to offset the hawkish signals from the central bank’s minutes.
"Markets are mostly searching for
direction this morning, though with a modest ’risk-off’ bias. The continued saber-rattling about Iran has led to another bump in crude
oil prices, which has in turn led to energy being the best performing SPX
sector, but also put a bit of a damper on the market’s mood," .
Fed minutes take hawkish turn
The minutes of the Fed’s January
monetary policy meeting showed that almost all Federal Open Market Committee
(FOMC) participants supported the decision to hold interest rates steady.
However, the minutes also showed that
policymakers were largely split over the future of monetary policy. Several participants
were ready to consider rate hikes in the future if inflation remained above the
central bank’s target of 2%.
"’Several participants indicated’
support for more two-sided language on future rate moves, raising the
possibility of rate hikes ’if inflation remains at above-target levels’. While
that’s still far from an active call to raise rates, it adds to the sense that
most of the FOMC are in no rush to deliver further cuts," Deutsche Bank’s
Jim Reid said.
The minutes also showed that AI was a major
point of uncertainty for the Fed, with policymakers split over whether the
fast-growing industry will boost or dull inflation.
Trade deficit balloons, jobless claims
come in soft
A busy economic calendar on Thursday
included the December trade balance and weekly initial jobless claims.
Data from the U.S. Census Bureau and the
U.S. Bureau of Economic Analysis showed the U.S. goods and services deficit
widening to $70.3 billion in December. For 2025, the trade deficit widened to
$901.5 billion.
Meanwhile, the U.S. Department of Labor said the number of Americans filing for unemployment
benefits in the past week fell to 206k, lower than the expected figure of 223k.
"Of all of the government data
releases, the inflation and labor market data are the
most important to us and both sets of data have been supportive of lower rates
and higher equity prices this year and this morning is no different,"
Chris Zaccarelli, chief investment officer at Northlight Asset Management, said.
"While the trade data was weaker
than expected, we turn our attention to the Jobless Claims data and although
nothing in the data argues for lower rates, it does support the idea that the
Job market is holding up," he added.
Market participants will turn their
attention to Friday, with two very important indicators on the docket: the
personal consumption expenditures (PCE) price index - widely seen as the Fed’s
preferred inflation gauge - for December, and a preliminary estimate on U.S. Q4
GDP growth.
"It is not unreasonable to expect
markets to be relatively cautious ahead of tomorrow’s PCE and GDP reports.
Either can move markets, with PCE being particularly crucial after yesterday’s
FOMC minutes. The committee does not seem inclined to cut rates unless
circumstances dictate, so a non-consensus number in either direction could
shift perceptions about the likelihood of rate cuts this year,"
Walmart issues conservative guidance
Walmart (NASDAQ:WMT) was in the spotlight on Thursday,
after the retail giant delivered a quarterly top-and-bottom line beat and
announced a new $30 billion share buyback.
However, the world’s largest retailer by
valuation issued current quarter and full fiscal year 2027 profit guidance that
fell short of consensus estimates. The quarterly results and guidance are the
first under new top boss John Furner, who succeeded veteran CEO Doug McMillon.
"Despite offering a conservative
forecast, Walmart is in good shape for the year
ahead. The company’s promise to deliver ’every day low prices’ is resonating
with consumers across all income levels," Rachel Wolff, senior analyst at Emarketer, said.
"At the same time, its efforts to
upgrade and expand its assortment, as well as speed up delivery, are winning it
ecommerce share and greater loyalty from higher-income shoppers,"
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