Catalyst Calendar - February 21, 2026 (Morning)

 ## Major Catalysts Mentioned **Planet Fitness** - Date: TBD - Why it matters: Concerns about heavy debt and valuation could impact investor sentiment and stock performance. - Stocks affected: **$PLNT** **Weyerhaeuser (WY)** - Date: TBD - Why it matters: Citi reaffirms confidence with a higher price target, suggesting strong fundamentals in the company’s operations. - Stocks affected: **$WY** **AvalonBay (AVB)** - Date: TBD - Why it matters: Lowered price target from Citi signals a mixed outlook for multifamily REITs, which could influence market perceptions of REIT investments. - Stocks affected: **$AVB** **W. P. Carey (WPC)** - Date: TBD - Why it matters: Increased price target due to strong net lease investment activity may drive interest in net lease REITs. - Stocks affected: **$WPC** **Cushman & Wakefield (CWK)** - Date: TBD - Why it matters: Record revenue reported indicates strong demand in commercial real estate, which could positively affect related sectors. - Stocks affected: **$CWK** ## Earnings on Deck - **$PLNT** - Reports: TBD - Key watch: Debt levels and valuation metrics. - **$WY** - Reports: TBD - Key watch: Revenue growth and market demand. ## Economic Events - **February 26** - Could be a huge day for the stock market - Anticipate significant market movements based on economic indicators or geopolitical events. ## What's NOT Dated But Worth Tracking - Social Security Trust Fund depletion expected by 2032 - Watch for discussions in Congress regarding potential benefit cuts. - Trends in private-credit fears impacting asset-manager stocks - Monitor investor sentiment and stock performance in this sector. - The impact of the Supreme Court’s tariff ruling on various sectors, particularly IT hardware and networking - Keep an eye on how companies adjust to the new trade landscape. ## Highest Conviction Catalyst - What: Upcoming earnings reports from key companies. - When: TBD - Why it matters: Earnings results will provide crucial insights into company performance amidst rising market uncertainties and economic pressures. Key sectors to watch include real estate, consumer discretionary, and technology. - Trade idea: Consider positioning in stocks with strong fundamentals and positive earnings outlooks, particularly in sectors projected to benefit from economic recovery.