Top Picks: Two Buy-Rated Stocks Increasing Their Guidance

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Boot Barn Holdings, Inc. (BOOT) reported record sales of $705.6 million for Q4 2025, a 16% increase year-over-year, with same-store sales rising by 5.7%. The company opened 25 new locations, bringing its total to 514, and expects to open 70 additional stores in FY26. Adjusted sales guidance for the upcoming year is projected between $2.24 billion and $2.25 billion, with same-store growth anticipated at 6.5% to 7.5%. Boot Barn’s gross margin improved to 39.9%, up from 39.3% in the previous year.

Cardinal Health, Inc. (CAH) posted an 18.8% year-over-year increase in sales, with revenue rising significantly alongside a 36.3% growth in adjusted EPS. The company raised its FY26 EPS outlook to $10.15 – $10.35, signaling a projected growth of 24.5%. Strong performance was driven by increases in Pharmaceuticals and Specialty Solutions, which contributed about 90% of total sales.

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