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Jack of All Trades: High Stakes 02.19.2026

Walmart Q4 revenue $190.7B (+4.9% constant currency) beat, eCommerce +24%, Walmart Connect +41%, but FY27 EPS guide $2.75-2.85 missed Street $2.96—stock +2% on AI optimism. Deere Q1 crushed (EPS $2.42 beat $1.92) on construction/small ag recovery, raised FY26 guide to $4.5-5B, stock +11.5%.

Jack of All Trades: High Stakes 02.19.2026

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