Hot or Not, Stock Market Edition: 02/10/2026

Happy Tuesday. Here are the stock stories we're following today:

• Hot: Collaboration software maker Atlassian (TEAM) looks poised to rebound; building operations company Johnson Controls (JCI) is gaining momentum
• Not: Solar technology player SolarEdge (SEDG) is facing headwinds; specialty business services firm CBIZ (CBZ) is losing steam. 

P.S. For more stocks making moves, check out our Zen Ratings Upgrades & Downgrades screener.

A note from our sponsors...

🔥 HOT:  Building operations company Johnson Controls (JCI) is catching fire following what executives called a "break out in performance" in its fiscal Q1 results. What's going on? Three things: 1) The company reported record orders with accelerating momentum in high-growth data center and life sciences segments, beating revenue expectations with sales up 6.8% year on year to $5.80 billion while raising full-year guidance to $4.70 per share. 2) Wall Street responded enthusiastically — JPMorgan raised its price target to $158 from $138 while Goldman Sachs bumped theirs to $154 from $137, both maintaining Buy ratings and citing strong visibility for growth over the next 9-12 months driven by data center demand and operational execution. 3) The stock holds a Zen Rating of B (Strong Buy), placing it in the top 20% of all stocks we track. It scores particularly well with an A Grade for Safety and a B Grade for AI and Growth among the Component Grades that shape the overall rating (See all the Component Grades here). The bottom line? JCI is riding a powerful wave of data center infrastructure spending that shows no signs of slowing down.

🥶 NOT:  Solar technology player SolarEdge (SEDG) is struggling to find its footing despite recent price stability. Why? 1) The stock has been trading in a relatively tight range, but the company faces structural challenges in a competitive solar inverter market where larger players like Enphase Energy (ENPH) are upgrading outlooks and launching new products with financing tailwinds. 2) With minimal news flow beyond one article discussing a competitor's improving outlook, SolarEdge appears stuck on the sidelines while the broader solar sector shows signs of recovery. 3) The stock only earns a Zen Rating of C (Hold), placing it in the middle tier of stocks. While it scores an A Grade for Growth, it struggles with a D Grades for AI, Safety, and Value. The verdict? At its current price, SolarEdge lands in wait-and-see territory — the company needs to demonstrate it can capitalize on its growth potential and address its operational and competitive challenges before investors can get excited again.

🔥 HOT: Collaboration software maker Atlassian (TEAM) looks poised to rebound after getting hammered in the recent AI-driven software selloff. What's behind the potential turnaround? 1) The company just cleared a major milestone with its first $1 billion cloud revenue quarter, beating Wall Street expectations on both revenue and earnings while pointing to cloud migrations and AI features as central growth drivers. 2) Despite shares sliding an alarming 39% over the past 3 months, analysts are maintaining their bullish stance — Morgan Stanley argues the sharp pullback has created buying opportunities, with some analysts projecting over 200% potential upside. 3) The stock was just upgraded from a C (Hold) to B (Buy) Zen Rating, meaning it’s back in the top 20% of stocks based on a 115-factor review. It scores particularly well with an A Grade for Growth and a B Grade for Financials. The verdict? This looks like a buy-the-dip opportunity for investors willing to stomach near-term volatility as the company's cloud and AI momentum builds.

🥶 NOT:  Specialty business services firm CBIZ (CBZ) is hitting a rough patch as momentum has completely evaporated. What happened? 1) The stock has tumbled over 50% in the past year, a clear sign of deteriorating technical health. 2) Analyst sentiment has turned negative, with one firm decreasing its price target by over 20%, reflecting growing concerns about the company's near-term prospects. (See analyst forecasts here.) 3) The stock was just downgraded to a C (Hold) In our Zen Ratings, placing it in the middle of the pack. It struggles with an F Grade for Momentum and a C Grade across most other categories including Financials, Safety, and Sentiment. The bottom line? Hold. CBIZ may eventually find its footing, but for now, it may be better to wait for signs of stabilization before considering a position.

What to Do Next?

• 77 Best Stocks NOW! >
• See All “A” Rated Stocks with +32.52% Average Annual Return >
• 2 New Stocks to Buy from Steve Reitmeister >

Want to get in touch? Email us at news@wallstreetzen.com.