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.
Freedom Capital Markets moved Burke & Herbert Financial Services Corp. (NASDAQ: BHRB) from Buy to Hold and increased its price target to $74 from $72, after incorporating the December all-stock merger with LINKBANCORP, Inc. into its valuation beginning in Q2 2026. The firm based the revised target on a five-year discounted cash flow model using a F…
Truist Securities increased its price objective for Centene Corp. to $49 from $47 and kept a Buy rating, pointing to margin improvement opportunities across business lines and positive takeaways from management meetings. The stock trades at $43.31, leaving room to the new target, while other analysts have nudged earnings estimates higher ahead of t…
Stifel raised its price objective on Atlas Energy Solutions Inc. (NYSE: AESI) to $14 from $13 and maintained a Buy rating following fourth-quarter 2025 results that outpaced both the firm’s estimates and consensus on EBITDA. The brokerage said company commentary and guidance were consistent with expectations after adjusting for a weather-driven hea…
BMO Capital trimmed its price target on Workday to $182 from $204 but kept an Outperform rating, citing uncertainty around durable growth as generative AI and agentic capabilities evolve. The stock trades near its 52-week low, and several other brokerages have also reduced targets following fiscal 2027 guidance that fell short of expectations.
Stifel elevated its 12-month price target on CAVA Group Inc to $90 from $75 while maintaining a Buy rating, pointing to robust fourth-quarter results and encouraging 2026 guidance. The stock has traded higher, and management reports that first-quarter-to-date comparable sales accelerated beyond the companys 3-5% 2026 guidance range. Multiple other…
Jefferies downgraded Oddity Tech Ltd (ODD) to Hold from Buy and reduced its price target to $18 from $64, citing near-term pressure from a major advertising partner's algorithm change that has driven a projected 30% year-over-year decline in first-quarter revenue and limited management's ability to issue guidance.
Truist Securities has reaffirmed a Buy rating on Addus HomeCare (ADUS), holding its price target at $135 after citing robust fourth-quarter results, margin improvement and notable growth in Personal Care and Hospice. The firm raised its estimates for the company while pointing to rate momentum in select states, ongoing home health initiatives and a…
Major U.S. defense contractors saw share prices fall materially on Wednesday after reports that Iran expects a favorable outcome from a third round of nuclear talks with the United States. The market reaction followed comments from Iranian officials and the departure of an Iranian delegation to Geneva, where meetings with U.S. representatives are s…
BMO Capital has halved its 12-month price target on Evolent Health to $3.50 while keeping an Outperform rating, citing a Q4 EBITDA beat but stressing that the company must demonstrate consistent execution to justify steep 2026 guidance. Other sell-side moves and enrollment risks add pressure on the managed-care software and services provider.
DA Davidson raised its price target on Primoris Services Corporation (PRIM) to $180 from $150 and maintained a Buy rating, citing growth opportunities in gas power and pipelines despite margin pressure from select solar projects. The company posted a fourth-quarter 2025 earnings and revenue beat, yet its stock fell sharply in premarket trading.
DA Davidson cut its price target on MongoDB to $385 from $465 but maintained a Buy rating, pointing to a still-rich valuation and softer peer multiples. The firm expects strong fourth-quarter results driven by Atlas revenue accelerating above consensus, and says even modest further upside in Atlas growth or strong fiscal 2027 guidance would likely …
DA Davidson cut its price target on Workday to $125 from $250 while retaining a Neutral rating after the company posted results in line with expectations but provided fiscal 2027 guidance that disappointed revenue and profitability forecasts. The firm cited volatile net new demand despite Workday’s role as a critical system of record and said it wi…
D.A. Davidson reaffirmed a Buy rating and maintained a $48.00 price objective on Douglas Dynamics (PLOW) after the company reported fourth-quarter 2025 results that handily outpaced internal forecasts and consensus estimates. Management set 2026 guidance calling for mid-point growth above 10% for revenue, EBITDA and EPS, supported by momentum in bo…
Newmont (NEM) has been hammered alongside metal prices, but the company's free cash flow, low leverage and production profile argue for a controlled long trade. This is a mid-term trade idea: enter near current levels, target a retest of the recent high, and use a hard stop below visible support. The plan assumes gold stabilizes or recovers modestl…
JPMorgan increased its long-term gold price forecast to $4,500 an ounce while maintaining a year-end 2026 projection of $6,300. Spot gold has climbed roughly 20% this year, reaching a three-week high of $5,248.89 and a record peak of $5,594.82 on January 29, following a 2025 surge of more than 64%. The bank says central bank buying, investor demand…
Shares of Intuitive Machines fell after the company completed an institutional share sale at a material discount. The Houston-based moon lander manufacturer sold about 11.6 million shares for $15.12 apiece, a price 20% below the prior close, raising roughly $175 million. Management said the proceeds will support revenue growth and investments in co…
Investors directed a record $22.3 billion of private credit into emerging markets last year, the Global Private Capital Association reported, as banks tightened lending and traditional safe havens showed signs of strain. Overall private capital commitments to developing markets rose 33% to $150.3 billion, with infrastructure and large projects driv…
DA Davidson raised its price target on Home Depot to $445 from $407 and kept a Buy rating, pointing to a mix of improving macro indicators and pro-driven market share gains as the rationale. While the firm sees more upside than downside for 2026, housing data remains mixed and third-party Fair Value analysis flags the stock as potentially overvalue…
TD Cowen reiterated a Buy rating and $290 price target on Advanced Micro Devices, pointing to the company's newly disclosed multi-year partnership with Meta to supply 6 gigawatts of AI compute. The arrangement includes performance-based warrants for Meta and an initial deployment slated for the second half of 2026; TD Cowen says the deal validates …
Craig-Hallum reduced its 12-month price target on Axon Enterprise to $820 from $910 while maintaining a Buy rating after the company reported strong fourth-quarter results and issued fiscal 2026 guidance above expectations. The firm raised one-year forward revenue estimates but trimmed the target to reflect lower valuation multiples across technolo…
Jefferies upgraded Enphase Energy to Buy from Hold and increased its price target to $57 from $37, citing clearer demand visibility and potential for margin expansion after an anticipated volume trough in 2026. The brokerage pointed to encouraging early traction on Enphase's power purchase loan program, favorable product developments in inverters a…
D.A. Davidson upheld its Neutral rating and $220 price target on Advanced Micro Devices following the company’s announcement of a multi-year, 6-gigawatt AI compute agreement with Meta. The partnership, which includes vested warrants equal to 10% of AMD’s equity and commitments exceeding $100 billion in AI computing power, prompted analysts to revis…
Revolut is exploring a share sale in the second half of this year as pre-IPO investor interest grows, with backers pushing for higher private valuations and the company targeting a significantly larger IPO valuation, according to people familiar with the matter. Deliberations remain preliminary and no decisions on timing or size have been announced…
Steven Madden declined to provide its 2026 earnings forecast, pointing to unclear U.S. tariff policy following a Supreme Court decision and the introduction of a temporary 10% global import tariff. The company still projected 9% to 11% revenue growth for the year, but the guidance pause highlights ongoing disruption for consumer-facing manufacturer…
RBC Capital cut its price target on GoDaddy Inc. to $100 from $200 while keeping its rating intact after the company reported softer-than-expected bookings growth in the fourth quarter. The move follows signs of promotional-driven customer acquisition, mixed cohort economics, conservative fiscal 2026 guidance and analyst concern over artificial int…
