> ## Content Index > Fetch the complete content index at: https://www.morningowl.io/llms.txt > Use this file to discover other available public pages before exploring further. # Morning note ยท August 25, 2026 - URL: https://www.morningowl.io/products/2026-08-25-pro/ - Published: 2026-08-25T13:05:09.000Z - Updated: 2026-08-30T12:23:16.000Z - Author: morningowl - Tags: DKS, AAON, PHM, RCL ๐Ÿ“ฐ Fresh from the last 24 hours: the few names that drew the loudest commentary. Good morning. ๐Ÿ“‰ Dick's Sporting Goods DKS ๐Ÿ“Š -11 (down 17 from yesterday) Operates a chain of sporting goods stores and e-commerce sites across the United States. Each group's sentiment and how much it drove today's overall move: Retail sentiment -48; added to it, on unusually heavy chatter. News sentiment -89; led today's move, on unusually heavy chatter. Analyst sentiment -22; added to it. News commentary centered on the quarterly miss and slashed full-year outlook, citing softening athletic footwear and apparel demand, with full-year revenue guidance of $22.05 billion running below estimates as shares dropped roughly 12% premarket. Retail commentary was downcast, fixating on the guidance cut, doubts about the Foot Locker acquisition, and speculation shares could slide toward the $90s. Analyst commentary struck a more measured note: JP Morgan held a favorable stance while trimming its price target to $245 from $270\. All three groups leaned negative on the guidance cut, but the analyst view retained a constructive footing even as retail and news voices dwelt on the downside. As of 2026-08-24, DICK'S Sporting Goods carried a P/E of 19.9, with its last close at the 1.6 percentile of its trailing three-month range and the 0.4 percentile of its 12-month range, down 13.0% over the past month. The company is scheduled to report earnings on 2026-11-23\. As of 2026-08-01, coverage leaned favorable across 31 analysts, with 19 favorable, 11 neutral, and 1 cautious. ๐Ÿ“‰ AAON ๐Ÿ“Š +6 (down 16 from yesterday) Manufactures HVAC equipment including rooftop units, data center cooling, and cleanroom systems for commercial and industrial buildings. Each group's sentiment and how much it drove today's overall move: Retail sentiment -91; led today's move. News sentiment -57; added to it. Retail commentary turned downbeat, fixated on price levels, some flagging a steep decline and regret over an $85 entry, others floating a $50 mark while a few weighed averaging down. News commentary tied AAON's drop to a broader afternoon slide after U.S.-Canada trade talks broke down, raising concerns over new 50% tariffs and retaliatory measures. Both groups lean negative, but retail centers on personal entry and exit points while news frames the move as macro-driven by the trade dispute. As of 2026-08-24, Aaon carried a P/E of 45.4, while its last close sat at the 1.6 percentile of its trailing three-month range and the 3.6 percentile of its twelve-month range, down 25.9% over the past month. As of 2026-08-01, coverage leaned favorable across 14 analysts, with 12 favorable and 2 neutral. It is scheduled to report earnings on 2026-11-04. ๐Ÿ“ˆ PulteGroup PHM ๐Ÿ“Š +19 (up 13 from yesterday) Builds single-family and attached homes for homebuyers under brands like Centex, Pulte Homes, and Del Webb. Each group's sentiment and how much it drove today's overall move: Analyst sentiment +92; led today's move. Retail sentiment -3. Analyst commentary centered on Wolfe Research lifting its stance on PHM from Peer Perform to a more favorable rating, alongside a price target set at $129\. Retail commentary offered no substantive discussion, with posts limited to the ticker itself. The two groups diverge in engagement: the analyst side carried a concrete, favorable catalyst, while the retail side stayed essentially neutral and quiet on specifics. As of 2026-08-24, PulteGroup shows a P/E of 12.8, with its last close at the 68.3 percentile of its trailing three-month range and the 69.8 percentile of its 12-month range, up 0.7% over the past month. The company is scheduled to report earnings on 2026-10-19\. As of 2026-08-01, analyst opinion leans favorable across 22 analysts, with 12 favorable, 8 neutral, and 2 cautious. ๐Ÿ“ˆ Royal Caribbean Group RCL ๐Ÿ“Š +5 (up 10 from yesterday) Operates cruise ships offering vacation itineraries worldwide under the Royal Caribbean, Celebrity, and Silversea brands. Each group's sentiment and how much it drove today's overall move: News sentiment +78; led today's move. Retail sentiment +82; added to it. News commentary is focused on valuation, framing the roughly 20% slide from the 52-week high as a possible entry point while highlighting a five-year annualized return near 28% that has beaten the broader market. Retail commentary is favorable too, grouping RCL alongside another cruise name as a source of consistent performance. Both groups lean positive, though the news side leans on concrete return figures and the dip narrative, whereas retail keeps its optimism brief and thematic. As of 2026-08-24, Royal Caribbean Cruises traded at a P/E of 18.9, with its last close at the 44.4 percentile of its trailing three-month range and 56.3 of its twelve-month range, down 0.2% over the past month. It is scheduled to report earnings on 2026-10-26\. As of 2026-08-01, coverage leans favorable across 36 analysts, with 25 favorable, 11 neutral, and none cautious. That's a wrap on today's chatter, the market had thoughts, the owls took notes, and tomorrow's a whole new tree. ๐Ÿฆ‰โ˜• ๐Ÿ“Š morningowl sentiment: how upbeat or downbeat the last 24 hours of commentary is, on a -100 to +100 scale. Sign shows direction; bigger means stronger. This is not investment advice. morningowl is a publisher, not a registered investment adviser. We may hold positions in any security mentioned. Past performance and historical commentary patterns do not predict future results. Our data and analysis are provided "as is" and may contain inaccuracies; we accept no liability for errors or for any decisions made in reliance on them.