The Gap, Inc.

Investment bank UBS has started recommending buying Gap shares, expecting them to grow by more than 50% in the next 12 months. In its estimation, investors are underestimating Gap's initiatives to expand its business in the cosmetics and handbags areas. Gap shares have lagged the broad market in the past year. Nevertheless, optimism about them on Wall Street is growing.

Gap shares lagged the market in 2025. Why is UBS now expecting them to grow by 50%?

American Eagle Outfitters, Inc.

Netflix, Inc.

In 2025, the markets were repeatedly reminded that stock dynamics can be influenced not only by Fed decisions and reports, but also by mass culture, streaming and viral advertising. The public lives of celebrities, late-night TV series premieres and viral campaigns for jeans were all triggers for stock prices in the past year. Below are a few examples of how seemingly "non-systemic" events changed company values and investor expectations.

"The Swift Effect" and Sidney Sweeney: 5 unusual factors influencing the market in 2025 

NVIDIA Corporation

Carvana Co.

Warner Bros. Discovery, Inc.

Paramount Skydance Corporation

CoreWeave, Inc.

Daily review and forecast of events on the U.S. stock market from Mikhail Denislamov, Deputy Director of Freedom Capital Markets Research.

Morning in New York: employment statistics will set the vector for trades

Barclays upgraded its rating on Gap stock earlier this week and now advises buying it

Clothing retailer Gap beat forecasts after a viral ad. Shares rose 10%

Palo Alto Networks, Inc.

Adobe Inc.

Semrush Holdings, Inc.

Target Corporation

Daily review and forecast of events on the U.S. stock market from Mikhail Denislamov, Deputy Director of Freedom Capital Markets Research

Morning in New York: Nvidia will support the bulls

Macy's, Inc.

Victoria's Secret & Co.

The introduction of agent-based AI will save U.S. retailers about $6 billion in total costs and increase profits by 20% by 2026, <a href="https://finance.yahoo.com/news/how-the-ai-boom-could-unleash-billions-for-some-of-americas-biggest-retailers-163430103.html?guccounter=1">according to</a> Morgan Stanley, one of the largest investment banks. He named the companies that stand to gain the most. However, there are skeptics in the market who warn: everyone has the same access to technology, so it will be extremely difficult to get ahead.

Agency AI could lift retail profits by 20% - Morgan Stanley. Who is the beneficiary?

After several quarters of steady growth, the company is under pressure from Trump's duties