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This Retail Stock Keeps Winning—Even After a 200% Run
Submitted by Thomas Hughes. Published: 2/27/2026.
Key Points
- The TJX Companies is growing across segments and regions, with cash flow and capital returns following suit.
- Analysts are lifting price targets, underpinning a stock price rally that has yet to peak. Fresh highs are forecasted for this year.
- Institutions pose a risk as a headwind in early 2026, but it is unlikely to persist given the capital return and stock price outlook.
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Periodic consolidations and corrections aside, the uptrend in The TJX Companies (NYSE: TJX) appears set to continue. The company is growing, well-positioned in the retail market, and has a strong track record of returning capital to shareholders via dividends and buybacks.
Capital return is a critical factor for TJX and many other stocks, especially in 2026, as the market favors quality over growth.
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When it comes to quality, The TJX Companies is one of the best-operated retailers, focused on cash-flow-generating off-price merchandise in a market where value-oriented consumers remain resilient.
The company reaffirmed its outlook and cash-flow strength by increasing capital returns alongside its February 2026 earnings report.
TJX raised its dividend by 13%, sustaining a double-digit compound annual growth rate (CAGR), and increased its share-buyback authorization. The dividend yield is modest—about 1.1% as of late February—but it's reliable and growing, as are the buybacks.
The buybacks reduced share count by just over 1.2% in fiscal 2026 (FY2026) and are likely to lower it at a similar pace in FY2027. The reauthorization is worth at least $2.5 billion this year, roughly 1.45% of the company's pre-release market capitalization.
Analysts Underpin The TJX Rally: Institutions Present a Risk
The analyst response to TJX's FY2026 results was bullish, sustaining the positive trend. MarketBeat tracked several reaffirmed and raised price targets, pushing consensus above earlier estimates. Currently, the consensus implies roughly 5% upside from a key support level—enough to establish a new all-time high.
The high end of the target range—including the recently set high of $193—implies as much as 22% upside from the critical target, consistent with highs from late 2025 and early January 2026.
The takeaway: analysts are providing a triple tailwind—expanding coverage on a trailing-twelve-month (TTM) basis, improving sentiment toward Buy, and raising price targets.
Further, sentiment is strong: all 24 analyst ratings are Buy.
The main risk is institutional selling. MarketBeat data shows institutions were net buyers in the first three quarters of 2025, turned more bearish in Q4, and increased selling in Q1 2026.
If it persists, this headwind could cap gains, as recent price action suggests. However, the trend could reverse: profit-taking and sector rotation after nearly a 200% four-year gain may subside, potentially returning institutions to a more bullish stance later this year.
TJX Fashionable Results Point to Outperformance This Year
TJX delivered a strong Q4, with revenue up 8.5% and better-than-expected comparable-store sales and new store openings. Revenue topped consensus by over 200 basis points; comps rose 5% and store comps 2.5%. Canada and International were notable strengths, up 11% and 15% respectively, while all segments reported at least mid-to-high single-digit comp-store growth alongside rising store counts.
Margins improved: gross margin expanded, SG&A declined, and shrink was lower than expected, lifting gross and operating margins slightly year over year. Net income of $1.8 billion was up more than 26% from the prior year; adjusted earnings rose about 16%, aided in part by buybacks.
Guidance was the only shortfall, coming in slightly below consensus. Still, the company projects positive comps and store-count growth and appears conservative in its estimates. If Q4 momentum persists, future reports could prompt upward revisions to guidance and analyst estimates.
The TJX Balance Sheet: Attractive for Buy-and-Hold Investors
TJX's balance sheet underscores the company's operational strength. Year-end highlights include increases in cash, inventories, and total assets, partially offset by higher liabilities. Equity rose about 20%, and leverage remains low at roughly 0.2x equity, leaving the company well-positioned to continue executing its strategy, generate cash flow, and return capital to shareholders.
Palantir Just Opened a New DoD Door—What Changes Now?
Author: Chris Markoch. First Published: 2/24/2026.
Key Points
- Palantir’s Impact Level 6 authorization unlocks deployment across the most sensitive DoD environments, strengthening its competitive moat.
- Commercial adoption continues accelerating, with customer count up sharply and now contributing roughly 45% of total revenue.
- PLTR stock is testing key technical levels, setting up a potential inflection point if shares reclaim resistance near $140.
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Palantir Technologies Inc. (NASDAQ: PLTR) secured a significant authorization from the Defense Information Systems Agency (DISA). The agency has approved Palantir Federal Cloud Service (PFCS) Forward for Impact Level 6 provisional authorizations — DISA's most stringent level for handling the most sensitive information. In short, it's the gold standard for Department of Defense (DoD) cloud workloads.
This authorization means Palantir's full technology stack — including Apollo, Gotham, Foundry and AIP — "can be deployed across any environment, from enterprise data centers to the tactical edge, on hardware of the customer's choosing."
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Put simply, Palantir's software can now be deployed wherever it's needed, including highly sensitive, mission-critical environments. It also supports the company's efforts to expand its total addressable market (TAM), which is central to justifying its valuation (see).
Critics will concede the DISA win but argue it underscores Palantir's reliance on government contracts, which can be lumpy and vulnerable to shifting political priorities.
That critique has merit, but Palantir's footprint spans the entire U.S. government, not just the DoD, which tends to make that revenue "stickier" than critics suggest. Also, while Palantir has been publicly traded only since 2020, the company has operated for more than two decades and its presence inside government continues to grow.
Commercial Count Continues to Grow
A sharper rebuttal to the "too reliant on government income" argument is the expansion of Palantir's commercial business (read more). In its most recent earnings report, Palantir logged 8% sequential growth in commercial customer count and 49% year-over-year growth (source).
Commercial sales now account for about 45% of revenue. Yes, 55% of revenue still comes from government business, which could be viewed as a valuation risk.
That concern is understandable, but it ignores the progress made over recent years. Three years ago, Palantir's commercial footprint was almost nonexistent. Thanks in part to its Bootcamp training program and its AIP platform, the company has rapidly expanded its commercial business.
Case in point: Rackspace Technology (NASDAQ: RXT) recently partnered with Palantir to help Rackspace customers deploy Foundry and AIP on Rackspace systems. The collaboration aims to help Rackspace monetize its AI offerings through its Foundry for AI by Rackspace (FAIR) AI incubator.
One Bear Has Turned Bullish
Investor Michael Burry continues to attract attention for his bearish stance on Palantir. His critiques have at times focused on company leadership and spending, but his bearish view is well known and appears largely priced into the stock based on recent price action.
Against that backdrop, note that Freedom Capital recently upgraded Palantir — not from Hold to Buy, but from Strong Sell to Strong Buy.
That dramatic re-rating deserves attention, though it's not the consensus on Wall Street. Analyst consensus for Palantir remains a Hold (source), even with an average price target near $191.05, implying roughly 46% upside from current levels.
PLTR Stock at an Inflection Point
The long-term bull case for PLTR remains intact, and the DISA authorization strengthens Palantir's competitive position. Nonetheless, the stock has struggled to find a durable recovery and has moved in step with the broader tech sector, particularly software names.
PLTR is down more than 26% year-to-date in 2026 and about 23% in the 30 days ending Feb. 23. Further declines are possible — Palantir is a high-beta stock and can move sharply on market swings or sector-specific news.
Technically, the chart shows a potential double bottom around $130. However, momentum indicators like the relative strength index (RSI) do not yet show the stock as oversold. Traders would likely want to see a confirmed break above the $140–$145 range to suggest the downtrend is reversing.
Conversely, a drop below $128 could take the stock toward roughly $110. At that level, Palantir would trade at about 27 times its projected 2027 earnings, which could attract value-minded buyers.
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