Raymond James analyst Olivia Tong upgraded Estee Lauder (NYSE: EL) stock to strong buy with a $130 price target this morning, and called the cosmetics company “one of our top picks for 2026 as its turnaround shifts from story to execution.”
“We believe FY25 marked the earnings trough,” says Tong, “with improving trends for market share in the U.S. and category growth in China supporting more consistent and faster sales and profit growth.”
Tong predicts Estee Lauder will earn $2.23 per share in 2026 and $3.05 in 2027, and valued the stock at 37 times 2027 earnings — which sounds like a lot, but if Estee Lauder can grow earnings 37% year over year next year… well, it actually might be a a fair price.
Estee Lauder shares are up 1.6% this afternoon, and the Voo is now up 0.8%.
Goldman Sachs analyst James Yaro upgraded Coinbase Global (Nasdaq: COIN) stock to buy with a $303 price target this morning.
“COIN offers unique scale and brand recognition through its ~9.5mn monthly transacting users (MTUs), ~$500bn assets under custody (AUC), and ~48% US crypto exchange market share,” argues Yaro. The stock should grow revenue 12% from 2025 through 2027, versus 8% for its peers, and will continue to gain market share.
“We also see scale and brand driving peer-leading customer acquisition costs … that contribute to strong growth,” says the analyst. And “growth is supplemented by COIN’s Dec., 2025 product launches across traditional brokerage, consumer and business banking, and wealth management, which improve COIN’s competitive offering, and give it exposure to what we view as structural growth tokenization and prediction markets.”
Coinbase stock is up more than 7% on the news.
Saturday’s attack on Venezuela was “news” for both energy and defense investors. While oil stocks are making the most dramatic moves today, the fact that this was a military action is helping to lift defense stocks as well.
RTX Corp (NYSE: RTX) opened 0.4% higher this morning and General Dynamics (NYSE: GD) is up nearly 2%. Lockheed Martin (NYSE: LMT) is gaining almost 3%, and the Voo is adding to its early strength, already 0.6% above Friday’s close.
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The Vanguard S&P 500 ETF (NYSEMKT: VOO) rose 0.4% in premarket trading Monday, and gee, I wonder what news investors might be pondering today?
Over the weekend, President Trump ordered an extraordinary raid into the Venezuelan capital of Caracas. Missiles, planes, and helicopters were launched, troops were landed, and the Venezuelan president Nicolas Maduro and his wife were arrested and spirited out of the country to face trial on drug and terrorism charges in New York City.
In his address to the nation announcing the raid, President Trump spoke extensively on his plans for Venezuelan oil reserves, but investors seem of two minds on this aspect of the news. On the one hand, oil stocks are surging on hopes that U.S. oil companies will be able to return to or expand their presence in Venezuela under new leadership. Exxon Mobil (NYSE: XOM | XOM Price Prediction) stock is up 3% premarket and ConocoPhillips (NYSE: COP) is up 5%. Chevron (NYSE: CVX), which has continued to operate in Venezuela under both the Chavez and Maduro regimes, is up nearly 7%.
At the same time, oil prices are rising despite prospects for increased Venezuelan oil production potentially increasing supplies and decreasing prices over the long term. Venezuela is believed to possess the largest proven oil reserves in the world — more oil than Saudi Arabia. WTI crude oil is up more than 1% today, to nearly $58 per barrel. Brent crude, the international benchmark, is up more than 0.8%.
Helping to explain the discrepancy, the President and his advisors did confirm over the weekend that the blockade of Venezuelan oil exports by unregistered “dark fleet” tankers remains in effect.
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Joel South covers large-cap stocks, dividend investing, and major market trends, with a focus on earnings analysis, valuation, and turning complex data into actionable insights for investors.
He brings more than 15 years of experience as an investor and financial journalist, including 12 years at The Motley Fool, where he served as an investment analyst, Bureau Chief, and later led the Fool.com investing news desk. He has also co-hosted an investing podcast and appeared across TV and radio discussing market trends.
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