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.
Evercore ISI began coverage of NRG Energy Inc. with an outperform rating and a $215.00 price objective, pointing to immediate accretion from the recently closed LS Power portfolio acquisition, expansion in the Vivent business, and enhanced value for virtual power plants following ERCOT market changes. NRG also reported fourth-quarter 2025 results t…
Bernstein SocGen Group increased its price target on BioMarin Pharmaceutical Inc. (BMRN) to $94 from $90 and kept an Outperform rating, citing valuation upside even as the company navigates a softer-than-expected outlook for VOXZOGO and waits to provide guidance on the FOLD deal. Recent quarterly results showed mixed financials, and other firms hav…
Bernstein SocGen Group has reaffirmed an Outperform rating and a $1,300 price target on Eli Lilly (LLY) after Novo Nordisk said it will cut GLP-1 list prices in January 2027. The firm said the announcement does not signal a price war and highlighted structural supports that may limit downside for prices. Investors continue to focus on Lilly's recen…
Bernstein SocGen Group raised its price objective on Home Depot to $390 from $381 while retaining a Market Perform rating after the retailer beat fourth-quarter expectations and left fiscal 2026 guidance unchanged. The firm points to potential near-term catalysts, including tax refunds and possible interest-rate cuts, but says a wider housing-marke…
Bernstein SocGen Group cut its price target for Workday Inc. (NASDAQ: WDAY) to $214 from $298 but kept an Outperform rating after the company reported an in-line quarter and issued fiscal 2027 guidance slightly below consensus. Management highlighted forthcoming AI feature roll-outs and expects consumption gains later this year, yet several firms p…
Bernstein SocGen Group increased its price objective for CAVA Group Inc. to $84 from $75 and retained an Outperform rating, pointing to structural growth drivers including a high-engagement loyalty program and a developing catering channel. The company recently posted stronger-than-expected fourth-quarter results and has drawn multiple price-target…
TD Cowen increased its price objective on Globus Medical to $112 from $110 and kept a Buy rating, citing momentum in the U.S. spine business and stronger-than-anticipated fourth-quarter revenue. The firm raised its earnings estimates after the results, joining several other brokers that have boosted targets and ratings following robust sales and ma…
Ahead of SanDisk's appearance at the Bernstein Insights TMT Forum, analyst KC Rajkumar of Lynx Equity Strategies cautions that the NAND flash supply shortage will likely persist longer than DRAM constraints, projecting NAND relief not until 2028. Rajkumar expects SanDisk executives to discuss the shortage and updates on multi-year, non-cancellable …
Ouster is a high-conviction long for investors willing to tolerate execution risk and cyclical volatility. The trade banks on durable demand for digital lidar across industrial automation, robotics, and automotive sensing, combined with potential margin recovery as volumes scale. This plan targets asymmetric upside while keeping a defined stop for …
U.S. Trade Representative Jamieson Greer said U.S. and Canadian trade officials spoke Wednesday and will meet in Washington within a few weeks. Greer told Fox Business Network the Trump administration is receptive to proposals from Canada and is open to negotiations, while Canadian trade minister representatives were not immediately available for c…
Blockchain for Good Alliance (BGA) has designated Token Tails as its top incubation project for 2025, recognising the initiative for building a blockchain-integrated infrastructure intended to generate continuous, verifiable funding for stray animal shelters. The selection at BGAwards 2025 in Copenhagen secures grant funding, ecosystem access, and …
In his State of the Union address, President Donald Trump outlined arguments supporting potential action against Iran, highlighting Tehran’s backing of militant groups, alleged resumption of its nuclear program, missile development and responsibility for deaths of protesters and U.S. personnel. The speech came amid a notable U.S. military buildup i…
Lyft dropped double-digits after missing Q4 revenue, but underlying cash generation and a $1B buyback make this a tactical long with defined risk. We lay out entry, stop, target, and the catalysts that can drive a recovery over the next 180 trading days.
Classover Holdings Inc. (NASDAQ:KIDZ) saw its shares rise 49% in premarket trading after the company published an industry white paper titled "The Delivery Problem," which claims the Tutor Studio platform has produced a 200% increase in instructional productivity and enables a 2x rise in teaching capacity without equivalent increases in instruction…
AppLovin is a high-quality ad-tech and mobile monetization platform that has pulled back from last year's highs. With a $133B market cap, strong free-cash generation, and AI-driven targeting gains, this trade upgrades APP to a buy for a mid-term (45 trading days) rebound. Entry, stop, and target are laid out with catalysts and balanced risks.
UBS reduced its 12-month price target for Shoals Technologies Group (SHLS) to $11.00 from $12.00 but kept a Buy recommendation, citing deteriorating gross margin dynamics tied to product mix changes, higher input costs, and rising competition. The company reported fourth-quarter 2025 adjusted EBITDA and EPS that fell short of expectations even as r…
UBS increased its price target on DigitalOcean Holdings Inc. (DOCN) to $68 from $48 while retaining a Neutral rating. The firm pointed to the company's Q4 2025 results, 2026 guidance for 21% revenue growth and a 2027 revenue growth guide of 30% as the basis for the revision. DigitalOcean reported $901 million in trailing twelve-month revenue, a 15%…
UBS reduced its price target on First Solar to $300 from $330 while holding a Buy rating after the solar panel maker issued 2026 guidance that fell short of expectations. The shortfall - driven largely by faster-than-anticipated declines in international volumes and a tooling transition to U.S. finishing lines - pushed revenue and adjusted EBITDA g…
Morgan Stanley says IBM endured its worst trading day since 2000 following Anthropic’s launch of the Claude Code tool, prompting a reassessment of AI-related disruption risk. The bank trimmed its price target amid heightened volatility, while analysts debate whether new generative AI capabilities pose a material threat to mainframe-dependent enterp…
UBS lowered its price objective on Harmony Biosciences to $36 from $46 while keeping a Neutral rating after the company reached additional settlements with three generic filers for Wakix. The new agreements move the earliest potential generic launch up by four months to September 2029 (or March 2030 if pediatric exclusivity is granted). Harmony's s…
UBS reduced its 12-month price target on GoDaddy Inc. to $105 from $145 while keeping a Neutral rating, citing a miss on fiscal 2026 revenue guidance driven by a deliberate change in the company’s domains go-to-market strategy. GoDaddy reported modest top-line beat in Q4 2025 and stronger-than-expected margin and free cash flow projections, but ana…
UBS trimmed its one-year price target for Marqeta Inc. to $4.25 from $5.00 and kept a Neutral rating, reflecting concerns about slowing gross-profit growth in fiscal 2026. The payments platform reported accelerating payment volumes in late 2025 but faces several discrete headwinds next year, including major client renewals and shifts in card issuan…
UBS cut its price target on Ziff Davis Inc. to $30 from $38 while keeping a Neutral rating after the media company reported fourth-quarter fiscal 2025 results that missed consensus on both revenue and adjusted EBITDA. The Technology & Shopping segment posted an 18% year-over-year decline and management has delayed formal fiscal 2026 guidance as it …
UBS increased its price target on Cava Group Inc. to $75 from $69 and kept a Neutral rating following better-than-expected fourth-quarter results and encouraging early first-quarter sales momentum. The restaurant operator posted strong revenue and adjusted EPS beats, provided 2026 guidance that aligns with consensus on key metrics, and drew positiv…
Iranian President Masoud Pezeshkian said the country expects a positive outcome from a third round of talks with the United States as Tehran’s negotiating team left for Geneva. The delegation, led by Foreign Minister Abbas Araqchi, is due to meet U.S. envoys including Steve Witkoff and Jared Kushner, as tensions persist with a U.S. military buildup…
