A 5% intraday jump to $122.76 adds roughly $1 billion of market value to a $20.9 billion name, an outsized single session for a large-cap beverage stock. Whether it holds into the close is the tell.
Latest Activity
Mad Money w/ Jim Cramer 10/7/26
- Cramer splits the market in two: credit-dependent names like Caterpillar, Ford and IBM versus AI borrowers that price near Treasuries
- SpaceX seeking $40 billion to buy Nvidia chips at triple-B rating, while Paramount Skydance bondholders got hit at 8%
- Oracle flagged as the one data-center name still exposed to credit market scrutiny
- Caller advice: swap Western Digital into cheaper Micron; Vertiv the pick after GE Vernova on data center infrastructure
AI and data-center names no longer trade off Treasury auctions, so a weak auction hits the industrial and consumer side of your book while chip and power names sail through, with Oracle the named exception. On the calls, he pushed Micron over Western Digital and ranked Vertiv right behind GE Vernova on infrastructure.
A $214 average repurchase price is the benchmark every Constellation Brands shareholder should measure management against before the next buyback dollar goes out.
Over the past five years (FY22 - FY26), Constellation Brands repurchased ~$5.4 billion of common stock at an average price of ~$214 per share $STZ https://t.co/NWmaORsZnw
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A $214 average repurchase price is the benchmark every Constellation Brands holder should measure management's capital allocation against.
Over the past five years (FY22 - FY26), Constellation Brands repurchased ~$5.4 billion of stock at an average price of ~$214 per share $STZ
- Replies1
- Reposts0
- Likes1
Five years of buybacks at an average $214 per share is the benchmark every Constellation shareholder should measure today's price against.
Over the past five years (FY22 - FY26), Constellation Brands has repurchased ~$5.4 billion of stock at an average price of ~$214 per share $STZ
- Replies0
- Reposts0
- Likes0
NuScale Power is off 5.9% at today's open, with four other names down more than 4.9% and the best gainer, Constellation Brands, up just 2.3%. Refiners and energy fill out the rest of the green.
A fourth straight quarter of beating EPS estimates, powered by 5.5% beer shipment volume growth and a Wine and Spirits segment that swung to an operating profit from a year-ago loss. Management reaffirmed comparable fiscal 2027 EPS guidance of $11.20 to $11.90, a firmer footing for a stock that has been trading near 52-week lows.
Constellation Brands reports at 4:05 PM ET with four straight EPS beats behind it, and analysts want $3.55 a share. Beer depletion commentary carries more weight than the headline number.
$10,000 in Constellation Brands at the end of 1999 is worth about $184,462 today, an 18.45x return over 26 years. The catch: that stake peaked above $400,000 in 2023, so most of the compounding came before the recent slide.
Next week's 25 reports arrive before the big banks do, with Tuesday the heaviest: Lamb Weston before the open, then Constellation Brands after the close for a read on beer and spirits demand. Levi Strauss and Applied Digital follow Wednesday, pairing the apparel consumer with data center buildout spending.
- APOGApogee Enterprises, Inc.Tue Oct 6Before open
- RPMRPM International Inc.Tue Oct 6Before open
- LWLamb Weston Holdings, Inc.Tue Oct 6Before open
- PENGPenguin Solutions, Inc.Tue Oct 6After close
- STZConstellation Brands, Inc.Tue Oct 6After close
- NEOGNeogen CorporationTue Oct 6After close
- WSWorthington Steel, Inc.Tue Oct 6After close
- SARSaratoga Investment CorpTue Oct 6After close
- AXILAXIL Brands, Inc. Tue Oct 6After close
- APLDApplied Digital CorporationWed Oct 7After close
- LEVILevi Strauss & Co.Wed Oct 7After close
- RELLRichardson Electronics, Ltd.Wed Oct 7After close
- RGPResources Connection, Inc. Wed Oct 7After close
- T.FTGFIRAN TEC GP-TSWed Oct 7After close
- LFSLEIFRAS Co., Ltd.Wed Oct 7After close
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