2026년 2월 21일 · Unknown · financial · 출처 Seeking Alpha
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Welcome to Seeking Alpha's Catalyst Watch - a breakdown of some of next week's actionable events that stand out. Read more about the events that may impact stock prices next week.
MONDAY - FEBRUARY 23
* TARIFF WATCH - Analysts and investors will be busy resetting expectations on nearly every sector after the Supreme Court ruling on President Trump's sweeping tariff policies.
* VOLATILITY WATCH - AXT (AXTI [https://seekingalpha.com/symbol/AXTI]) and CoreWeave (CRWV [https://seekingalpha.com/symbol/CRWV]) are set up for a volatile week of trading based on options volume. The most overbought stocks per their 14-day relative strength index include Sensei Bio (SNSE [https://seekingalpha.com/symbol/SNSE]), Calumet (CLMT [https://seekingalpha.com/symbol/CLMT]), and Energy Services of America (ESOA [https://seekingalpha.com/symbol/ESOA]). The most oversold stocks per their 14-day Relative Strength Index include Virtuix (VTIX [https://seekingalpha.com/symbol/VTIX]), SPS Commerce (SPSC [https://seekingalpha.com/symbol/SPSC]), and SimilarWeb (SMWB [https://seekingalpha.com/symbol/SMWB]).
* EARNINGS WATCH - Notable companies due to report include Dominion Energy (D [https://seekingalpha.com/symbol/D]), Diamondback Energy (FANG [https://seekingalpha.com/symbol/FANG]), and Domino's Pizza (DPZ [https://seekingalpha.com/symbol/DPZ]). Options trading implies a double-digit swing in share price for Bed Bath & Beyond (BBBY [https://seekingalpha.com/symbol/BBBY]) and Vir Biotechnology (VIR [https://seekingalpha.com/symbol/VIR]) after they report.
* DIVIDEND WATCH - Companies that have an ex-dividend date coming next week include Marriott International (MAR [https://seekingalpha.com/symbol/MAR]), Delta Air Lines (DAL [https://seekingalpha.com/symbol/DAL]), Johnson & Johnson (JNJ [https://seekingalpha.com/symbol/JNJ]), and Northrop Grumman (NOC [https://seekingalpha.com/symbol/NOC]).
* IPO WATCH - The quiet period ends on York Space Systems (YSS [https://seekingalpha.com/symbol/YSS]), PicS (PICS [https://seekingalpha.com/symbol/PICS]), Ethos Technologies (LIFE [https://seekingalpha.com/symbol/LIFE]), and Public Policy Holding (PPHC [https://seekingalpha.com/symbol/PPHC]) to free up analysts to post ratings. The IPO lockup period expires on blocks of shares of Picard Medical (PMI [https://seekingalpha.com/symbol/PMI]).
* ALL DAY - Fed Governor Lisa Cook will participate in a panel on “Artificial Intelligence and Productivity” at the NABE Annual Economic Policy Conference in Washington, D.C.
* 8:25 A.M. JPMorgan (JPM [https://seekingalpha.com/symbol/JPM]) will host a company update in New York City. Analysts expect the firm-wide overview by CFO Jeremy Barnum to be more in-depth than in recent years, as it will likely include key points for each main business line. CEO Jamie Dimon is anticipated to close out the event with prepared remarks and Q&A.
TUESDAY - FEBRUARY 24
* EARNINGS WATCH - Notable companies due to report include Home Depot (HD [https://seekingalpha.com/symbol/HD]), MercadoLibre (MELI [https://seekingalpha.com/symbol/MELI]), American Tower (AMT [https://seekingalpha.com/symbol/AMT]), Keurig Dr Pepper (KDP [https://seekingalpha.com/symbol/KDP]), and Workday (WDAY [https://seekingalpha.com/symbol/WDAY]). Options trading implies a double-digit swing in share price for AMC Entertainment (AMC [https://seekingalpha.com/symbol/AMC]) and Revolve Group (RVLV [https://seekingalpha.com/symbol/RVLV]) after they report.
* ALL DAY - Apple (AAPL [https://seekingalpha.com/symbol/AAPL]) will hold its annual meeting. Shareholders will vote on a proposal from the National Center for Public Policy Research requesting a board-level report on risks and costs of Apple’s reliance on and operations in China (supply chain, tariffs, rare earths, and security/espionage concerns). A vote on director re-election will include chair Art Levinson and director Ron Sugar, with the board explicitly waiving its usual age-75 guideline for those two.
* 9:00 A.M. The S&P/Case-Shiller House Price Index will be released.
* 10:00 A.M. The Conference Board will release its latest consumer confidence report.
WEDNESDAY - FEBRUARY 25
* EARNINGS WATCH - Notable companies due to report include Nvidia (NVDA [https://seekingalpha.com/symbol/NVDA]), Salesforce (CRM [https://seekingalpha.com/symbol/CRM]), Lowe's (LOW [https://seekingalpha.com/symbol/LOW]), TJX Companies (TJX [https://seekingalpha.com/symbol/TJX]), and Snowflake (SNOW [https://seekingalpha.com/symbol/SNOW]). Options trading implies a double-digit swing in share price for Redwire (RDW [https://seekingalpha.com/symbol/RDW]) and c3.ai (AI [https://seekingalpha.com/symbol/AI]) after they report.
* ALL DAY - Samsung's (SSNLF [https://seekingalpha.com/symbol/SSNLF]) Galaxy Unpacked media event will include the unveiling of the new Galaxy S26 phone lineup, showcasing of new Galaxy AI features, and potentially new Galaxy Buds.
* ALL DAY - Lumen Technologies (LUMN [https://seekingalpha.com/symbol/LUMN]) will hold its Investor Day. Management will lay out the next phase of the company's transformation, including product pipeline, commercial strategy, financial framework, and multiyear growth and earnings plans.
* ALL DAY - Intapp (INTA [https://seekingalpha.com/symbol/INTA]) will host an Investor Day in New York, where management is expected to highlight its AI‑driven vertical SaaS platform, role in legal/advisory/capital markets workflows, and key growth and financial metrics for the business.
* 8:00 A.M. Nasdaq (NDAQ [https://seekingalpha.com/symbol/NDAQ]) will hold its 2026 Investor Day at its Times Square headquarters (also webcast) from 8:00 a.m. to 12:30 p.m. ET, focusing on strategy, business mix, and long‑term financial objectives for the group.
* 8:30 A.M. It is the FDA action date for Eton Pharmaceuticals' (ETON [https://seekingalpha.com/symbol/ETON]) ET‑600 desmopressin oral solution, which…