Real-time financial, economic, and global news with market-focused context and analysis.
Coverage spans equities, macroeconomic data, commodities, currencies, technology, politics, and global events—paired with analysis that highlights why each development matters for traders and investors. From breaking headlines to hourly market snapshots and in-depth articles, the News Hub is designed to help you stay informed, oriented, and ahead of market-moving events.
Benchmark Capital raised its price target for USA Rare Earth Inc (NASDAQ: USAR) to $45.00 from $15.00 while keeping a Buy rating, driven by an updated production outlook that doubles magnet-making capacity to 10,000 metric tons annually and the inclusion of additional upstream and midstream revenue streams plus third-party processing in its valuati…
Goldman Sachs trimmed its 12-month price objective for Booking Holdings (BKNG) to $5,920 from $6,050 while retaining a Neutral rating. The travel platform reported third-quarter results that outpaced projections on gross bookings, room nights and revenue, supported by growth in alternative accommodations, an extended booking window and accelerating…
Cantor Fitzgerald has begun coverage of Robinhood Markets (HOOD) with an Overweight rating and a $130 price target. The firm pointed to strong recent revenue expansion, a young customer base and long-term opportunities in asset tokenization, while noting valuation metrics and volatility that investors should weigh.
Keefe, Bruyette & Woods increased its price objective for Eagle Bancorp (EGBN) to $25.00 from $18.00 while leaving its rating on the shares unchanged. The firm cited the bank's recent return to profitability and improvements across credit metrics, even as absolute levels of problem credits remain elevated. At the same time, KBW reduced its EPS fore…
Keefe, Bruyette & Woods cut its price target on D.R. Horton to $163 from $168 while keeping a Market Perform rating following the homebuilder’s first-quarter results. The quarter showed modest order growth but weaker closings, a decline in trailing-year revenue, and margins that management expects will remain under pressure in the near term. Analys…
Futures tied to Canada’s primary stock index moved modestly higher as gains in gold and silver helped offset other headwinds. Investors are positioning ahead of Federal Reserve and Bank of Canada policy meetings, with U.S. futures trading mixed and commodities - notably gold and crude - showing notable strength amid trade tensions and severe winter…
Hedge fund Third Point, led by Daniel Loeb, is preparing its first activist campaign in three years targeting CoStar Group. The fund plans to nominate multiple directors to the company’s eight-member board, press for cost cuts including reductions in the CEO’s pay, and push CoStar to divest or shutter its residential business. The move follows the …
Energy Transfer is quietly tightening its operating narrative around long-life, contracted natural gas capacity, and the market is starting to pay attention. With ET back near $18, a 52-week range of $14.60-$21.16, and bullish technical momentum, the trade setup is attractive if you respect the overbought signals. This is a mid-term (45 trading day…
CoStar Group shares jumped after billionaire investor Daniel Loeb’s hedge fund, Third Point, signaled plans for an activist campaign at the real estate data company. The fund intends to nominate multiple directors to CoStar's eight-person board and push management to concentrate on commercial real estate while divesting or shutting down recently ex…
Ubiquiti Inc. shares fell 8% after an independent investigation by Hunterbrook alleged that the company’s radio bridge antennae are being employed by Russian military forces in Ukraine. The report claims Ubiquiti equipment fills a critical communications role for Russian operations, including drone use, and points to increased shipments to Russia d…
Piper Sandler has maintained an Overweight rating and a $420 price target on Stryker, positioning the stock for roughly 18% upside from its current level as the company prepares to report fourth-quarter results. The firm cites a newly previewed handheld orthopedic robot - identified as Mako RPS after patent review and physician feedback - as a pote…
Mattel revealed a new collection of toys inspired by the global streaming phenomenon 'KPop Demon Hunters', with product rollouts beginning this summer and additional items arriving later in the year. The move is part of Mattel's broader strategy to leverage entertainment properties and expand merchandise offerings even after failing to capitalize f…
Intel has sprinted off its 2025 lows and is now pulling back from a fresh 52-week high near $54.60. The tape looks like a classic digestion phase: RSI is neutral (~47.8), price is sitting near the 20-day average, and MACD is still barely positive. My trade idea is to go long on this reset, looking for a move back toward the mid-to-upper $50s as 202…
Piper Sandler increased its price target on Ulta Beauty to $775 from $615 and kept an Overweight rating after factoring in the company’s recent acquisition of Space NK and signs of steady underlying demand. The research firm highlighted limited brand overlap between Ulta and Space NK and updated its model to fold the new asset into Ulta’s longer-te…
Piper Sandler raised its price target on Byline Bancorp (NYSE:BY) to $37.00 from $35.00 and retained an Overweight rating following stronger-than-expected fourth-quarter results. The firm pointed to net interest margin expansion, higher core fee income and an improving capital position as reasons for boosting earnings estimates and valuation assump…
Intellia Therapeutics saw its stock rise sharply after the FDA lifted a clinical hold on the company’s MAGNITUDE-2 Phase 3 study of nexiguran ziclumeran (nex-z) for hereditary transthyretin amyloidosis with polyneuropathy (ATTRv-PN). The removal of the hold allows patient enrollment to restart and prompts a modest increase in the trial's target siz…
Scotiabank has reduced its 12-month price target on Datadog to $180 from $217 while retaining a Sector Outperform rating. The bank’s fieldwork points to significant revenue exposure to OpenAI and anticipates stronger top-line growth in 2026 than management guidance. Multiple other brokerages have issued recent positive notes and price targets, refl…
TD Cowen's latest solar industry survey points to a better-than-expected fourth quarter in 2025 for the U.S. residential solar market and an optimistic demand outlook for 2026. The report underscores rising storage attachment rates, a shift toward prepaid lease products after the 25D tax credit elimination, and potential share gains for firms with …
Bernstein SocGen Group raised its price target on United Airlines to $136 from $129 while keeping an Outperform rating, citing stronger top-line momentum and resilient premium revenue streams. The move follows United's fourth-quarter 2025 adjusted diluted EPS beat and guidance for 2026 that sits above consensus; other brokerages have also increased…
TD Cowen increased its price target on Baker Hughes to $64 from $55 while retaining a Buy rating following stronger-than-expected fourth-quarter EBITDA and guidance that matched forecasts. The firm highlighted outperformance versus the Oil Services ETF, solid order trends, and healthy free cash flow as underpinning the move. Multiple peers have als…
Raymond James raised its price target on Solaris Energy Infrastructure (SEI) to $65 from $60 and reiterated an Outperform rating, pointing to the company's shift into power generation and a growing operated gas turbine fleet. The firm emphasized strong recent revenue growth, a partially contracted pro forma fleet and valuation metrics that it views…
Piper Sandler lowered its price target on Roblox Corp. to $125 from $180 while keeping an Overweight rating, citing the need for more conservative estimates beginning in the second half of 2027. The firm projects robust near-term user and bookings growth but has reduced fiscal 2027 and 2028 bookings forecasts. Other broker views on Roblox vary, wit…
Wedbush raised its price target on Zoom Video to $110 from $95 while keeping an Outperform rating, pointing to stronger adoption of AI features, accelerating ARR growth in key products, and historically low customer churn as justification for a higher multiple. Multiple sell-side firms echoed confidence after Zoom’s latest quarterly results.
Vyome Holdings (NASDAQ:HIND) saw its stock climb 70% following an independent valuation that pegs the company’s lead investigational therapy, VT-1953, at roughly $1 billion contingent on successful Phase 3 results. The analysis, commissioned by Vyome and produced by Destum Partners, models a U.S. total addressable market near $2.2 billion and forec…
Copper has entered a consolidation phase near $13,000 per metric ton after a strong run-up, with higher prices dampening Chinese demand and rising inventories applying short-term pressure. UBS strategists point to tariff-related risks and ongoing mine supply disruptions as key supports for elevated prices, while noting seasonal and speculative dyna…
