Catalyst Calendar - February 19, 2026 (Morning)

 ## Major Catalysts Mentioned **eBay (Depop Acquisition)** - Date: TBD - Why it matters: eBay's acquisition of Depop for $1.2 billion is expected to enhance its e-commerce portfolio and strengthen its presence in the fashion segment, potentially boosting future revenue growth. - Stocks affected: **$EBAY**, **$ETSY** **Deere & Company (Profit Guidance)** - Date: TBD - Why it matters: Deere's stock has recently jumped due to positive performance in its construction business, and the company has raised its full-year profit forecast, indicating strong market conditions. - Stocks affected: **$DE** **Klarna (Fourth Quarter Results)** - Date: TBD - Why it matters: Klarna reported a swing to a loss despite a revenue increase, raising questions about its sustainability and future profitability as it navigates the competitive landscape of fintech. - Stocks affected: **$KLAR** **Walmart (Earnings Report)** - Date: TBD - Why it matters: Walmart is set to report its earnings, and market expectations are mixed following its cautious guidance, which may impact its stock performance significantly. - Stocks affected: **$WMT** **Southern Company (Profit Forecast)** - Date: TBD - Why it matters: Southern Company forecasts annual profit below estimates while raising its spending plan, indicating potential challenges in managing costs amid a shifting energy landscape. - Stocks affected: **$SO** ## Earnings on Deck - **$WMT** - Reports: TBD - Key watch: Revenue and profit outlook amid cautious market conditions. ## Economic Events - **US Jobless Claims** - Date: TBD - Expected impact: A decline in jobless claims could signal a more stable labor market, influencing Fed policy decisions. ## What's NOT Dated But Worth Tracking - Oil prices are on the rise amid U.S.-Iran conflict concerns; investors should monitor geopolitical developments that could further impact prices. ## Highest Conviction Catalyst - What: Walmart earnings report - When: TBD - Why it matters: Given Walmart's significant market influence and the mixed expectations surrounding its future profitability, this earnings report could serve as a bellwether for the broader retail sector. - Trade idea: Consider evaluating options strategies based on expected volatility post-earnings announcement.