Wall Street Radar: Stocks to Watch Next Week

Nothing to Report

The most valuable thing in a lighthouse was never the lamp. It was the logbook.

Keepers wrote an entry every watch, all night, every night, for their entire service.

Wind, sea state, visibility, what passed and at what hour. And the overwhelming majority of those entries say some version of the same thing, which is that nothing happened. Calm. Clear. No vessels. Nothing to report.

Thousands of times, in careful handwriting, by a man who knew perfectly well that nobody was going to read it.

Here’s the thing about a log like that. Its entire value comes from having no gaps. One night skipped because it was quiet and the whole series becomes something you can’t trust. The boring entries aren’t the price of the useful ones. They’re what makes the useful ones mean anything.

That’s this publication, one hundred weeks in!

The new website & shop is live as well.

We’ve written this (almost) every Sunday, including the Sundays with nothing to report. Including the year when the readership was small enough that we - the new website is livbe as well wcould have missed a week and the only person who’d have noticed was us. Including the weeks we were flat, wrong, or sitting on our hands doing nothing at all, which we wrote up anyway because a record you only publish when it flatters you isn’t a record.

We’ll be straight about the harder part.

We have never been good at getting known. Fifteen years in ecommerce, a business built from zero to eight figures, sold into more than fifteen countries across twenty marketplaces, eventually sold outright, and the skill we never picked up in all that time was self-promotion.

We build well. We advertise not so well. Two years on Substack have not improved that ratio, and getting in front of people remains the hardest work we do by a wide margin.

Now this week, which for once had something in the log.

The Fed raised rates a quarter point on Wednesday, its first hike in three years, and made clear it isn’t finished. The ten year yield went through five percent, the highest since 2007. Oil stayed elevated. The Dow lost 1.7% on the week, its third straight decline and the worst since March.

And the market took all of it and bought technology anyway. The Nasdaq closed the week up 0.7%, the only major index higher. That is what climbing the wall of worry looks like while it’s happening: bad news arriving on schedule and the tape declining to care.

One week doesn’t settle it. Next week is the one that matters.

Our own entry reads better than it did on Wednesday. The volatility dragged both positions back to breakeven and took us out flat.

The version of us from a year ago writes “closed, went to cash” and shuts the book until Monday. This time we went back out. Two setups, one clean and one that came more from instinct than from the screen, both sized so the risk was balanced and the R/R made sense. Both are green with a cushion.

The difference between those two versions of us is hundred weeks of written entries to check yourself against. The small details are exactly where that gap lives.

For the hundredth entry, one thing we’ve never done.

Ten seats, 30% off. Forever.

We don’t discount, ever. This is the single exception we’re making, it’s ten seats wide, and then it’s shut. The offer expires in 48 hours.

A hundred entries, gaps included in none of them. Thank you for reading, especially on the weeks when there was nothing to report.

Here’s a look at this week’s market health, with a breakdown of index and sector performance.

📈 Free Setup: Make It Count

ZBRA: Zebra Technologies

What they do: An enterprise hardware company making barcode scanners

Why watch? Zebra’s problem in the second half of 2026 is that it cannot build enough of what customers want to buy. The bottleneck is memory chips.

Start with the quarter, which was a record. Net sales of $1,557 million against $1,293 million a year earlier, up 20.4%. Organic growth came in at 9.2%, and the gap between the two reconciles cleanly, with currency adding 2.5 points and acquisitions net of disposals adding another 8.7. Organic growth strips both of those out, so it measures what the existing business produced on its own, and 9.2% is more than double the 4.3% of the first quarter and comfortably above the 5% to 7% long-term rate management has told investors to expect through a cycle. The business has genuinely accelerated.

Management raised full-year guidance across sales growth, margin, earnings per share and free cash flow, helped by better memory supply than expected and by tariff recovery. Chief executive William Burns opened the call saying the team was “driving record results with broad-based growth and significantly increased profitability.”

Analysts spent most of the call testing one question, which is whether memory availability caps the second half and the top end of that raised guidance. Management’s answer was that demand signals support the high end while the midpoint reflects continued supply uncertainty. The same memory components that go into datacentre hardware go into handheld scanners, and datacentre buyers are absorbing the supply. Industrial technology normally carries the opposite risk, too much inventory chasing too little demand. Zebra has orders it cannot fill, which is the better problem to have and still a problem, because the company does not control the solution.

Receivables are the line to watch. Accounts receivable stood at $990 million against $801 million at 31 December, up 23.6% while six-month revenue grew 17.3%. In the cash flow statement receivables consumed $193 million of cash against an $81 million source in the same period last year, a swing of $274 million. Implied DSO for the quarter works out at roughly 58 days. DSO, days sales outstanding, measures the average time between issuing an invoice and collecting the money. Part of this is mechanical, since receivables build on a 20% growth quarter with revenue weighted toward the end of the period, and the $59 million tariff receivable the company has not yet collected probably sits in here too. Revenue booked is not cash banked, and this is the account where the difference shows up.

The investment case was always waiting on a catalyst. Zebra was already a high-quality business, but growth lacked a clear reason to reaccelerate and the valuation offered limited asymmetry. Higher earnings power and a reduced risk of estimates being revised downward changes the direction those estimates are likely to travel.

Technical Outlook: Flagging after the gap up on strong earnings that produced a 35% move in a couple of sessions. This is the first flag, digesting that move. Price is sitting very close to the 10 and 20-day EMAs, but both are above it, forming a ceiling the stock needs to break before we can consider starting a position. $352.00 is the weekly level to watch, a previous important high from 2025 that is now turning into support, and that is the line in the sand. On the flag break you can enter slightly early and try to anticipate it, with the usual warning that the anticipated version of the setup fails more often than the confirmed one.

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