Macy’s vs Advice It Infinite Pcl: why the prices moved differently

Weekly · monthly · quarterly news summaries, side by side in time

Macy’s Inc (M)

Q3 202618 Jun – 25 Aug 2026

▲4

Macy's turnaround gains traction as Berkshire buys in and outlook rises

Strong Q1 results and raised outlook Macy's reported its strongest first-quarter comparable sales in four years, up 3%, with all nameplates positive. Management raised its 2026 sales and earnings guidance, signaling that its turnaround plan is working and boosting investor confidence.
This is the core fundamental driver showing the company's health is improving, which directly supports a higher stock price.
Berkshire Hathaway's new stake Berkshire Hathaway, led by new CEO Greg Abel, disclosed a new 3.04 million-share stake in Macy's, its first-ever investment in the company. This vote of confidence from a legendary investor attracted attention and helped push the stock up.
Berkshire's investment is a major external validation that can change how other investors view the stock, directly impacting demand for shares.
Berkshire increases its Macy's bet Berkshire Hathaway more than doubled its Macy's stake in the second quarter, boosting it by 142%. Although the dollar amount was small, the increased position reinforced the signal that Berkshire sees value in the retailer.
This follow-up buying shows Berkshire's conviction is growing, which can further support the stock price by attracting other investors.
Luxury banners drive momentum Bloomingdale's and Bluemercury are performing well, with comparable sales up 10.2% and 6.4%. Macy's is expanding luxury offerings and raising its fiscal 2026 outlook, citing this momentum as a key growth driver.
The luxury segment is a bright spot that justifies the raised guidance and shows the turnaround strategy is gaining traction, supporting higher earnings expectations.

July 202618 Jun – 25 Aug 2026

▲4

Macy's turnaround gains traction as Berkshire buys in and outlook rises

Strong Q1 results and raised outlook Macy's reported its strongest first-quarter comparable sales in four years, up 3%, with all nameplates positive. Management raised its 2026 sales and earnings guidance, signaling that its turnaround plan is working and boosting investor confidence.
This is the core fundamental driver showing the company's health is improving, which directly supports a higher stock price.
Berkshire Hathaway's new stake Berkshire Hathaway, led by new CEO Greg Abel, disclosed a new 3.04 million-share stake in Macy's, its first-ever investment in the company. This vote of confidence from a legendary investor attracted attention and helped push the stock up.
Berkshire's investment is a major external validation that can change how other investors view the stock, directly impacting demand for shares.
Berkshire increases its Macy's bet Berkshire Hathaway more than doubled its Macy's stake in the second quarter, boosting it by 142%. Although the dollar amount was small, the increased position reinforced the signal that Berkshire sees value in the retailer.
This follow-up buying shows Berkshire's conviction is growing, which can further support the stock price by attracting other investors.
Luxury banners drive momentum Bloomingdale's and Bluemercury are performing well, with comparable sales up 10.2% and 6.4%. Macy's is expanding luxury offerings and raising its fiscal 2026 outlook, citing this momentum as a key growth driver.
The luxury segment is a bright spot that justifies the raised guidance and shows the turnaround strategy is gaining traction, supporting higher earnings expectations.

Latest18 Jun – 25 Aug 2026

▲4

Macy's turnaround gains traction as Berkshire buys in and outlook rises

Strong Q1 results and raised outlook Macy's reported its strongest first-quarter comparable sales in four years, up 3%, with all nameplates positive. Management raised its 2026 sales and earnings guidance, signaling that its turnaround plan is working and boosting investor confidence.
This is the core fundamental driver showing the company's health is improving, which directly supports a higher stock price.
Berkshire Hathaway's new stake Berkshire Hathaway, led by new CEO Greg Abel, disclosed a new 3.04 million-share stake in Macy's, its first-ever investment in the company. This vote of confidence from a legendary investor attracted attention and helped push the stock up.
Berkshire's investment is a major external validation that can change how other investors view the stock, directly impacting demand for shares.
Berkshire increases its Macy's bet Berkshire Hathaway more than doubled its Macy's stake in the second quarter, boosting it by 142%. Although the dollar amount was small, the increased position reinforced the signal that Berkshire sees value in the retailer.
This follow-up buying shows Berkshire's conviction is growing, which can further support the stock price by attracting other investors.
Luxury banners drive momentum Bloomingdale's and Bluemercury are performing well, with comparable sales up 10.2% and 6.4%. Macy's is expanding luxury offerings and raising its fiscal 2026 outlook, citing this momentum as a key growth driver.
The luxury segment is a bright spot that justifies the raised guidance and shows the turnaround strategy is gaining traction, supporting higher earnings expectations.

Advice It Infinite Pcl (ADVICE.BK)

Q3 20263 Aug – 2 Oct 2026

▲3

ADVICE rides record profit, iPhone 18 demand, and broker upgrades

Record Q2 profit and raised dividend ADVICE reported a record Q2 fiscal 2026 net profit of 137 million baht, up 83% year on year, beating estimates. Revenue hit a new high of 4.5 billion baht, and the company announced a first-half dividend of 0.23 baht per share. This strong result supports the stock price by showing the company is growing and returning cash to shareholders.
This is a major new earnings event that directly boosts investor confidence and the stock's value.
iPhone 18 Pro Max bookings fully subscribed ADVICE said bookings for the iPhone 18 Pro Max filled their allocated quota and sold out quickly. The company expects Q3 2026 revenue to improve from Q2, driven by new smartphone models, and maintains a 15% revenue growth target for 2026. This drives the stock up because it signals strong consumer demand and higher sales ahead.
This is a new, company-specific demand catalyst that directly supports future revenue and earnings.
Broker upgrades and top-pick status Krungsri Securities recommends buying ADVICE with an 8.40 baht target, forecasting 2026 profit up 65%. Daiwa Securities names ADVICE among its five top picks for October. Kasikorn Securities expects Q3 profit to surge 84% year on year and sets a target of 8.82 baht. These endorsements attract investors and push the price up.
New analyst recommendations and targets provide fresh reasons for investors to buy the stock.
Strong Q3 sales but margin and growth may slow Krungsri notes Q3-to-date sales for IT retailers like ADVICE grew 15-20% year on year, helped by pull-forward purchases before the iPhone 18 launch. However, it warns post-launch sales growth may slow and the boost from low-cost inventory will fade, potentially slowing earnings growth in late 2026 and 2027. This creates some caution for the stock.
This provides a balanced view, highlighting both current demand strength and future headwinds that could affect the stock.

September 20263 Aug – 2 Oct 2026

▲3

ADVICE rides record profit, iPhone 18 demand, and broker upgrades

Record Q2 profit and raised dividend ADVICE reported a record Q2 fiscal 2026 net profit of 137 million baht, up 83% year on year, beating estimates. Revenue hit a new high of 4.5 billion baht, and the company announced a first-half dividend of 0.23 baht per share. This strong result supports the stock price by showing the company is growing and returning cash to shareholders.
This is a major new earnings event that directly boosts investor confidence and the stock's value.
iPhone 18 Pro Max bookings fully subscribed ADVICE said bookings for the iPhone 18 Pro Max filled their allocated quota and sold out quickly. The company expects Q3 2026 revenue to improve from Q2, driven by new smartphone models, and maintains a 15% revenue growth target for 2026. This drives the stock up because it signals strong consumer demand and higher sales ahead.
This is a new, company-specific demand catalyst that directly supports future revenue and earnings.
Broker upgrades and top-pick status Krungsri Securities recommends buying ADVICE with an 8.40 baht target, forecasting 2026 profit up 65%. Daiwa Securities names ADVICE among its five top picks for October. Kasikorn Securities expects Q3 profit to surge 84% year on year and sets a target of 8.82 baht. These endorsements attract investors and push the price up.
New analyst recommendations and targets provide fresh reasons for investors to buy the stock.
Strong Q3 sales but margin and growth may slow Krungsri notes Q3-to-date sales for IT retailers like ADVICE grew 15-20% year on year, helped by pull-forward purchases before the iPhone 18 launch. However, it warns post-launch sales growth may slow and the boost from low-cost inventory will fade, potentially slowing earnings growth in late 2026 and 2027. This creates some caution for the stock.
This provides a balanced view, highlighting both current demand strength and future headwinds that could affect the stock.

Latest3 Aug – 2 Oct 2026

▲3

ADVICE rides record profit, iPhone 18 demand, and broker upgrades

Record Q2 profit and raised dividend ADVICE reported a record Q2 fiscal 2026 net profit of 137 million baht, up 83% year on year, beating estimates. Revenue hit a new high of 4.5 billion baht, and the company announced a first-half dividend of 0.23 baht per share. This strong result supports the stock price by showing the company is growing and returning cash to shareholders.
This is a major new earnings event that directly boosts investor confidence and the stock's value.
iPhone 18 Pro Max bookings fully subscribed ADVICE said bookings for the iPhone 18 Pro Max filled their allocated quota and sold out quickly. The company expects Q3 2026 revenue to improve from Q2, driven by new smartphone models, and maintains a 15% revenue growth target for 2026. This drives the stock up because it signals strong consumer demand and higher sales ahead.
This is a new, company-specific demand catalyst that directly supports future revenue and earnings.
Broker upgrades and top-pick status Krungsri Securities recommends buying ADVICE with an 8.40 baht target, forecasting 2026 profit up 65%. Daiwa Securities names ADVICE among its five top picks for October. Kasikorn Securities expects Q3 profit to surge 84% year on year and sets a target of 8.82 baht. These endorsements attract investors and push the price up.
New analyst recommendations and targets provide fresh reasons for investors to buy the stock.
Strong Q3 sales but margin and growth may slow Krungsri notes Q3-to-date sales for IT retailers like ADVICE grew 15-20% year on year, helped by pull-forward purchases before the iPhone 18 launch. However, it warns post-launch sales growth may slow and the boost from low-cost inventory will fade, potentially slowing earnings growth in late 2026 and 2027. This creates some caution for the stock.
This provides a balanced view, highlighting both current demand strength and future headwinds that could affect the stock.