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Retail Industry News 24 December 2025 - 27 December 2025

Walmart Stock (WMT) Weekend Update: Market Closed as New Analyst Coverage, Holiday Data, and NYC E-Commerce Momentum Shape the Next Trade

Walmart Stock (WMT) Weekend Update: Market Closed as New Analyst Coverage, Holiday Data, and NYC E-Commerce Momentum Shape the Next Trade

NEW YORK, Dec. 27, 2025, 10:37 a.m. ET — Market closed. Walmart Inc. (Nasdaq: WMT) heads into the weekend with U.S. equities shut for Saturday trading, leaving investors to digest a thin, post-holiday tape, fresh analyst commentary, and new read-throughs on how value-driven consumer behavior may carry into early 2026. Shares last finished the most recent regular session at $111.74, after trading between $111.36 and $111.97 on the day. MarketBeat Walmart stock price action: where WMT left off before the weekend Friday’s market tone was quiet and volume across Wall Street was light as many institutions wrapped up year-end positioning.
27 December 2025
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Target Stock (NYSE: TGT) Jumps on Activist Stake Report — What Investors Need to Know Before Monday’s Open

Target Stock (NYSE: TGT) Jumps on Activist Stake Report — What Investors Need to Know Before Monday’s Open

NEW YORK, Dec. 27, 2025, 10:37 a.m. ET — Market closed Target Corporation (NYSE: TGT) heads into the weekend with fresh momentum after shares climbed roughly 3% in Friday’s thin, post-holiday session, sparked by reports that activist investor Toms Capital Investment Management (TCIM) has built an undisclosed stake in the retailer. The move puts Target’s long-running turnaround narrative back in focus at a pivotal moment: incoming CEO Michael Fiddelke is set to take over in February, and shareholder pressure is rising after a year of soft sales trends and underperformance versus key retail peers. Reuters+1 With U.S. markets closed for
27 December 2025
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Costco Stock (COST) News: Wells Fargo Trims Price Target to $900 as Markets Close for the Weekend

Costco Stock (COST) News: Wells Fargo Trims Price Target to $900 as Markets Close for the Weekend

NEW YORK, Dec. 27, 2025, 10:25 a.m. ET — Market closed (U.S. exchanges closed for the weekend) Costco Wholesale Corporation (NASDAQ: COST) heads into the weekend with investors weighing fresh analyst commentary against a still-strong fundamental backdrop: solid comparable sales, accelerating digital demand, and the durability of a membership-driven model that has historically held up well in uneven consumer cycles. With U.S. stock markets closed today, attention shifts to what moved Costco shares in the most recent session—and what could matter when trading resumes on Monday, Dec. 29. Costco stock: where shares last traded Costco shares closed Friday at $873.35
27 December 2025
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Target Stock (NYSE: TGT) Surges on Activist Stake Report: What Investors Need to Watch Before Monday’s Open

Target Stock (NYSE: TGT) Surges on Activist Stake Report: What Investors Need to Watch Before Monday’s Open

New York — Late Friday, December 26, 2025: Target Corporation (NYSE: TGT) shares were trading around $99.55, up about 3% on the day, after reports that an activist investor has taken a significant stake in the retailer. Reuters The move comes as Wall Street heads into the final stretch of 2025 near record territory, but with thin post-holiday volumes and fewer immediate catalysts. In Friday’s session, the Dow, S&P 500, and Nasdaq all finished slightly lower, a pause after a strong run into the holidays. Reuters For Target stock, the headline is bigger than a single-day pop: investors are weighing
27 December 2025
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Costco Stock (COST) Outlook: Earnings Beat, Membership-Fee Momentum, and What to Watch When Markets Reopen

Costco Stock (COST) Outlook: Earnings Beat, Membership-Fee Momentum, and What to Watch When Markets Reopen

Costco Wholesale Corporation (NASDAQ: COST) shares were trading around $873 in late trading at 7:25 p.m. ET on Friday, Dec. 26, 2025, as a holiday-thinned market heads into the final stretch of the year. That backdrop matters. U.S. stocks just wrapped a quiet post-Christmas session near record territory, with the S&P 500 ending at 6,929.94 after light volume—exactly the kind of environment where single-stock moves can look bigger (or smaller) than they really are. AP News+1 For Costco investors, the story into the next session is straightforward: fundamentals remain strong—especially membership-fee growth and digital acceleration—but the stock is still wrestling
27 December 2025
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Home Depot Stock Today (NYSE: HD): Shares Hover Near $349 as Thin Post‑Christmas Trading Collides With a Cautious 2026 Outlook

Home Depot Stock Today (NYSE: HD): Shares Hover Near $349 as Thin Post‑Christmas Trading Collides With a Cautious 2026 Outlook

NEW YORK — As of 3:35 p.m. ET on Friday, December 26, 2025, The Home Depot, Inc. (NYSE: HD) was trading at $349.03, up about 0.49% on the day, after opening at $346.99 and ranging between $346.20 and $350.00 in the session. Volume stood near 1.05 million shares, a reminder that liquidity is often thinner than usual in the final stretch of the year. That “thin tape” matters today. Wall Street has been coasting near record highs in a light, post‑holiday session after a multi‑day rally, and traders are watching whether the seasonal “Santa Claus rally” window can stay intact
26 December 2025
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Walmart Stock (WMT) Today: Price, News, Analyst Forecasts and What to Watch Into Year-End Trading

Walmart Stock (WMT) Today: Price, News, Analyst Forecasts and What to Watch Into Year-End Trading

New York — Friday, December 26, 2025 (2:32 p.m. ET). Walmart Inc. stock (ticker: WMT) is trading modestly higher in midday action as investors balance strong operational momentum (e-commerce, advertising, delivery speed) against a cluster of late-year headlines—ranging from a major CEO transition to ongoing legal and regulatory developments. As of the latest available trade around mid-afternoon in New York, WMT is at about $111.82, up roughly 0.2% on the day, after trading between roughly $111.36 and $112.06. Importantly for investors who still associate Walmart with the NYSE: Walmart now trades on the Nasdaq Global Select Market under the same
26 December 2025
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Target Stock (TGT) Rises on Activist Stake Report as Wall Street Trades Near Record Highs: Latest News, Analyst Forecasts, and What Investors Are Watching

Target Stock (TGT) Rises on Activist Stake Report as Wall Street Trades Near Record Highs: Latest News, Analyst Forecasts, and What Investors Are Watching

New York — Friday, December 26, 2025 (2:06 p.m. ET): Target Corporation (NYSE: TGT) shares were trading around $98.77, up about 2.3% on the day, after swinging between $96.11 and $101.30 in active midday trading. The move comes during a thin, post‑Christmas session with major U.S. indexes hovering near all‑time highs—a backdrop that can amplify stock-specific headlines, especially in retail names that are already heavily debated heading into year-end positioning. Reuters Why Target stock is moving today: an activist investor enters the picture The headline driving Target today is a report that Toms Capital Investment Management (TCIM) has made a
26 December 2025
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Nike Stock (NYSE: NKE) Today: Shares Hover Near $60 as Tim Cook’s Insider Buy, Earnings Guidance, and Holiday Trading Set Up the Next Move

Nike Stock (NYSE: NKE) Today: Shares Hover Near $60 as Tim Cook’s Insider Buy, Earnings Guidance, and Holiday Trading Set Up the Next Move

New York — Friday, December 26, 2025 (2:05 p.m. ET): Nike, Inc. stock is trading in a thin, post‑Christmas market session with major U.S. indexes near record territory. In midday action, Nike (NKE) is hovering around $60.40, up about 0.7% on the day, as investors weigh a headline-grabbing insider purchase, management’s “comeback” narrative, and renewed debate over how quickly margins can recover amid tariffs and a still-challenging China backdrop. Reuters Nike stock price check: where NKE is trading right now As of the latest trade, NKE is at about $60.40, with an intraday range of roughly $59.94 to $60.92 and
26 December 2025
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Costco Stock (COST) Before Market Open Dec. 26, 2025: Earnings Takeaways, Tariff Headwinds, Analyst Targets, and the Next Catalysts

Costco Stock (COST) Before Market Open Dec. 26, 2025: Earnings Takeaways, Tariff Headwinds, Analyst Targets, and the Next Catalysts

U.S. markets reopen Friday, Dec. 26, 2025 for a full session, following an early close on Dec. 24 and the Christmas Day closure—even as federal offices were ordered shut for Dec. 24 and Dec. 26 (the exchanges are sticking to their normal schedule). Reuters For Costco Wholesale Corporation (NASDAQ: COST), the setup into the post-holiday session is defined by three big themes: (1) the company’s Q1 fiscal 2026 results and November sales trend, (2) tariff-related uncertainty and a closely watched legal fight to preserve potential duty refunds, and (3) a split Wall Street tape of upgrades/downgrades and price-target changes that
26 December 2025
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Nike Stock (NKE) News on Dec. 25, 2025: Tim Cook’s $3M Buy Sparks a Bounce as China Weakness and Tariffs Cloud the Turnaround

Nike Stock (NKE) News on Dec. 25, 2025: Tim Cook’s $3M Buy Sparks a Bounce as China Weakness and Tariffs Cloud the Turnaround

As of Dec. 25, 2025, U.S. markets are closed for Christmas Day—but NIKE, Inc. (NYSE: NKE) is heading into the holiday with a fresh headline catalyst, new analyst recalibrations, and the same core investor debate: is this a battered blue-chip setting up for a real recovery, or still stuck in the messy middle of a multi-quarter reset? In the last session before the holiday break (the shortened Dec. 24 trading day), Nike shares finished around $60, up roughly 4.7% on the day. The immediate spark: a rare, highly visible insider vote of confidence from one of corporate America’s most watched
25 December 2025
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Home Depot Stock (HD) After the Bell Dec. 24, 2025: After-Hours Slip, Analyst Forecasts, and What to Know Before Markets Reopen Dec. 26

Home Depot Stock (HD) After the Bell Dec. 24, 2025: After-Hours Slip, Analyst Forecasts, and What to Know Before Markets Reopen Dec. 26

Home Depot, Inc. (The) (NYSE: HD) finished the Christmas Eve session modestly higher, then edged lower in after-hours trading—typical of a holiday-shortened day where liquidity is thinner and single trades can nudge quotes more than usual. HD closed at $347.34, up 0.69%, and was last indicated around $346.82 in after-hours trading (down about 0.15% from the close). Google The bigger headline for investors: U.S. stock markets are closed Thursday, Dec. 25, for Christmas, so there is no “market open tomorrow” for NYSE/Nasdaq-listed stocks. The next regular cash session is Friday, Dec. 26, 2025, which exchanges have confirmed remains a normal
24 December 2025
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Stock Market Today

Seagate (STX) stock jumps nearly 6% as Citi hikes target — what to watch next week

Seagate (STX) stock jumps nearly 6% as Citi hikes target — what to watch next week

7 February 2026
Seagate shares rose 5.9% to $429.32 Friday after Citigroup raised its price target to $480 and reiterated a buy rating. The gain ended a two-day slide but left the stock 6.6% below its Feb. 3 high. CEO Dave Mosley sold 20,000 shares on Feb. 2 under a pre-arranged plan, SEC filings show. U.S. jobs and inflation data next week are seen as key tests for tech stocks.
Cummins (CMI) stock price rebounds after earnings whipsaw as investors eye data-center power demand

Cummins (CMI) stock price rebounds after earnings whipsaw as investors eye data-center power demand

7 February 2026
Cummins shares jumped 6.8% to $577.73 Friday, recovering from a nearly 9% post-earnings drop the day before. The company reported Q4 revenue up 1% to $8.54 billion, took a $218 million charge tied to its hydrogen business, and guided for 2026 EBITDA of 17–18% of sales. Demand for data center generators offset weakness in North American truck markets. Analyst reaction was mixed; Truist raised its price target.
Corning stock hits first record close since 2000 as jobs, CPI data loom

Corning stock hits first record close since 2000 as jobs, CPI data loom

7 February 2026
Corning shares surged 8.3% to $122.16 Friday, their highest close since the dot-com era, after Meta agreed to buy up to $6 billion in fiber-optic cables. The stock is up 40% since late 2025, fueled by strong first-quarter guidance and AI data-center demand. Insiders sold shares following the rally, SEC filings show. Investors await next week’s U.S. jobs and inflation data for rate signals.
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