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.
Stifel raised its 12-month price target on ONE Gas Inc. to $90 from $88 while leaving its rating at Hold. The utility reported fourth-quarter 2025 results that Stifel says were in line with expectations, and the company kept its prior financial guidance. Management has adjusted reported EPS guidance to reflect effects from a recent Texas House Bill…
Bank of America reiterated a buy rating on Planet Fitness (PLNT), saying the company remains well placed to capture growth in the fitness category. The broker's stance comes after Planet Fitness issued a 2026 outlook that fell short of expectations and below metrics shown at the company's November investor day. Shares are down year-to-date amid wor…
Craig-Hallum downgraded Backblaze Inc. (BLZE) to Hold from Buy and set a $4.50 price target, citing rising capital expenditures and margin pressure even as the company closed its largest contract to date. The stock trades near its 52-week low after a steep six-month slide. Analysts remain divided on the company’s near-term trajectory as 2026 guidan…
Truist Securities reiterated a Sell rating on PayPal with a $39.00 price target, arguing the company's scale and slowing branded checkout growth make a full strategic sale unlikely. The firm flagged merchant pricing and user experience as central headwinds while takeover interest continues to circulate for PayPal or selected assets.
Truist Securities cut its price objective on Hims and Hers Health Inc. to $18 from $37 while leaving its rating at Hold after the company reported fourth-quarter 2025 results and issued 2026 guidance that were broadly in line with expectations. The broker highlighted a softer first-quarter 2026 outlook for revenue and adjusted EBITDA relative to co…
Cantor Fitzgerald reaffirmed a Neutral rating and a $160 price target on Primoris Services Corporation (PRIM). The company posted fourth-quarter revenue and EBITDA above consensus and reported adjusted EPS of $1.08 on $1.9 billion in revenue, yet issued 2026 guidance that fell short of elevated buy-side expectations. Shares traded near $158.59 and …
Truist Securities reaffirmed its Buy rating and $152 price target on Gilead Sciences following the company's announcement that it will acquire Arcellx for an implied $7.8 billion equity value. Truist expects modest dilution in 2026 with accretion by 2028, while estimating higher long-term sales for anitocell than consensus. The transaction is struc…
Cantor Fitzgerald reduced its price objective for Zscaler Inc. to $300 from $365 while retaining an Overweight recommendation. The firm’s channel checks showed improving partner results and product strength, but recent compression of software multiples drove the lower target. Zscaler is set to report fiscal second-quarter 2026 results on February 2…
Transport Canada issued certification for Gulfstream's largest business-jet models, the GVIII-700 and GVIII-800, after a U.S. presidential warning that Canada had improperly withheld approvals. The move completes approvals for models raised in the dispute after earlier clearance of the GVII-G500 and GVII-G600.
Microsoft has fallen roughly 30% from its 52-week high to about $386.90 today, pushing valuation down to the mid-20s on P/E while fundamentals - $77.4B free cash flow, 30%+ ROE, and dominant cloud positions - remain intact. This trade idea recommends a tactical long entry at $386.90 with a stop at $360.00 and a primary target of $430.00 (mid-term) …
Equity trading on Tuesday produced a varied roster of winners and losers across market-cap tiers. Notable rallies included Advanced Micro Devices and IBM among mega-cap names, while certain financial and health care large-caps moved lower. Activity ranged from double-digit gains in a number of mid- and small-cap stocks to sharp pullbacks in other s…
Turkey's main stock index closed marginally lower on Tuesday, with declines centred in Sports, Transport and Textile & Leather sectors. While several names posted double-digit percentage moves, market breadth favoured decliners and commodities including gold and crude eased. Currency crosses showed minor shifts against the Turkish lira.
Upwork's recent guidance reset and slower GSV outlook have prompted a downgrade in conviction, but the company is cash-generative, profitable on GAAP, and gaining traction with AI-enabled product improvements. For nimble traders, a mid-term long with a tight stop captures upside from buybacks and AI adoption while limiting exposure to demand risks.
MiniMed Group, Medtronic’s diabetes division, is targeting a valuation of up to $7.86 billion in a U.S. initial public offering. The unit plans to sell 28 million shares at $25 to $28 apiece to raise as much as $784 million, and Medtronic expects to complete a split-off about six months after the IPO. The move reflects Medtronic’s broader portfolio…
Bank of England Governor Andrew Bailey told lawmakers a cut to interest rates at the March policy meeting is a live possibility but would require more confirming evidence, after services inflation in recent data proved stickier than the central bank had forecast. The BoE expects headline inflation to drop toward its 2% target in April data due in M…
A sharp drop in PayPal shares has prompted unsolicited takeover interest and prompted the company to meet with banks, according to reports. Analysts say a break-up is plausible at current valuations and identify likely bidders for the company or individual assets such as Braintree and Venmo, while others question whether a buyer exists for the full…
Spectrum by Charter Communications is guaranteeing new customers who move their internet and at least two mobile lines from AT&T, T-Mobile or Verizon will save $1,000 in their first year. If the customer’s first-year savings fall short, Spectrum will credit the difference over the year. The offer includes access to Fiber-Powered Premier Internet, S…
CTS Corporation (CTS) designs and manufactures sensors, actuators and connectivity components for aerospace, industrial, medical and transportation customers. With a $1.55B market cap, positive free cash flow of $80.2M, low leverage and a 52-week range that still leaves upside to $65, we maintain an Overweight stance and propose an actionable long …
Waymo, a unit of Alphabet Inc., began offering commercial driverless ride-hailing in Dallas, Houston and San Antonio on Tuesday while also opening service in Orlando, Florida. The simultaneous multi-city launch marks the company's largest same-day expansion to the public; initial access will be limited to selected users who downloaded the Waymo app…
Cantor Fitzgerald trimmed its price objective on NuScale Power (SMR) to $20 from $55 while retaining an Overweight rating, pointing to active selling by Fluor Corp, possible at-the-market program pressure, and timeline delays tied to the RoPower announcement. The company holds more cash than debt but reported a negative EBITDA of $132 million. Mult…
Craig-Hallum raised its target for Ultra Clean Holdings to $100 from $35 and kept a Buy rating, citing an expected multiyear upswing in wafer fabrication equipment (WFE) spending driven by memory and leading-edge foundry logic. Management guidance, recent quarterly results, and commentary from other brokerages support a broadly constructive near-te…
Craig-Hallum cut its price target on EverQuote to $20 from $33 but kept a Buy rating, pointing to uncertainty over how insurance carriers will allocate marketing dollars despite EverQuote's outsized fourth-quarter results. Other brokerages followed with downward target revisions even as the company delivered sizeable revenue and earnings surprises.
Stifel reiterated a Buy rating and an $11.00 price target on Target Hospitality (TH) after the company disclosed a second 400-bed expansion at its data center workforce housing community. The new addition brings total capacity to about 1,050 beds and increases committed minimum revenue materially, while construction is already underway and completi…
Advanced Micro Devices jumped after unveiling a multi-year compute supply deal with Meta Platforms that includes warrants and large deployments of CPUs and GPUs beginning in the second half of 2026. Mizuho and some hedge funds expect the stock's rebound to fade over the next 48 hours, while other brokerages adjust price targets and coverage.
Cantor Fitzgerald reduced its 12-month price target for CrowdStrike Holdings (CRWD) to $520 from $590 while retaining an Overweight rating. The firm pointed to software multiple compression as the catalyst for the lower target even as checks indicate continued strength in endpoint security and platform consolidation. Shares trade well below prior t…
