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.
Piper Sandler increased its 12-month price target for Bristol-Myers Squibb to $75 from $66 and reiterated an Overweight rating, pointing to two principal paths the company could use to return to top-line growth after U.S. loss of exclusivity for Eliquis in 2028: a successful milvexian outcome in the LIBREXIA AF atrial fibrillation trial and progres…
Stephens reduced its price target on Zscaler to $225 from $340 but kept an Overweight rating, citing compressed software multiples and a more conservative target multiple of roughly 8.5 times enterprise value to forward revenue. The firm expects solid fiscal Q2 2026 results to act as a potential catalyst, while noting that sustaining 20%+ organic g…
Bank of America defended Blue Owl, saying market misinformation and elevated uncertainty have depressed the stock and created an attractive entry point. The bank set a $24 price target - more than a 100% total-return upside from current levels - based on a 25-times multiple on its 2028 distributable earnings estimate after adjusting for stock-based…
Stifel has reduced its 12-month price target for Now Inc (DNOW) to $16 from $18 while keeping a Buy rating. The firm pointed to ongoing ERP implementation headwinds at MRC Global's U.S. operations, which contributed to a fourth-quarter 2025 earnings and revenue shortfall and led management to delay guidance for 2026. The disruption affects roughly …
KeyBanc raised its price target on Texas Pacific Land Trust (TPL) to $639 from $350 and kept an Overweight rating, pointing to expanding opportunities for power generation and data center development on the company’s surface acreage. The stock has climbed sharply year-to-date, and the firm highlighted water-segment strength and a 93% gross profit m…
KeyBanc has reaffirmed an Overweight rating on ServiceTitan (TTAN) with a $140.00 price target, pointing to growing partner and customer interest in AI-driven automation for trades businesses and a pathway to margin improvement. The firm notes a significant YTD share decline that has pushed valuation to roughly 6x out-year EV/sales and below the st…
Stifel trimmed its price target on CrowdStrike Holdings to $480 from $600 while retaining a Buy rating. The move follows a survey of 25 value-added resellers (VARs) that showed modest improvement in quarterly results and continued optimism for fiscal 2027 growth, particularly around AI Security modules and Flex consumption. CrowdStrike faces valuat…
ASML researchers report a technical advance that raises the power of the extreme ultraviolet (EUV) light source in its chip-printing machines from 600 watts to 1,000 watts. The company says the development could enable individual EUV systems to produce roughly 50% more chips by the end of the decade by increasing wafer throughput to about 330 wafer…
Shares of Allurion Technologies jumped 40% after U.S. Food and Drug Administration approval of the Allurion Gastric Balloon System, which includes the ingestible Allurion Smart Capsule. The approval covers treatment for adults with a body mass index of 30 to 40 kg/m2, potentially addressing roughly 80 million Americans in that range, according to t…
Bank of America analysts say the Supreme Court's decision to invalidate the IEEPA-based tariffs has delivered a notable positive shock to portions of the small- and mid-cap e-commerce universe. Shares in the group rallied after the ruling but pared gains when a new global tariff under Section 122 was announced. Within the sector, Etsy is singled ou…
Summary: Our Bond, Inc. (NASDAQ:OBAI) said it signed a phase 1 commercial agreement worth approximately $250,000 with one of the world’s five largest pharmaceutical companies. The deal will roll out Bond’s AI-powered personal security platform to about 5,000 of the pharmaceutical firm’s 100,000 U.S. employees, establishing a $250,000 annual recurri…
Astera Labs' connectivity silicon for data-center and AI systems has been punished with the broader AI hardware downturn. For disciplined, patient buyers willing to accept execution and execution-risk, the current environment offers an asymmetric opportunity: limited near-term upside priced in, long-term upside tied to secular AI and hyperscaler up…
Stifel raised its price target on ESAB to $158 from $144 while maintaining a Buy rating after updating models to incorporate the company’s fourth-quarter 2025 results and 2026 guidance. The period included completion of the acquisition of Eddyfi Technologies; analysts across Wall Street have varied views on the deal’s near-term earnings impact.
Benchmark reduced its price target on The Trade Desk to $40 from $65 while retaining a Buy rating, after cutting revenue and earnings estimates for Q1 and full-year 2026. The firm anticipates updated company guidance will reset 2026 consensus revenue down by roughly 4%, aligning the company's growth with estimated U.S. digital ad spend of 10% to 11…
KeyBanc reaffirmed an Overweight rating on Nvidia (NVDA) and maintained a $275 price target, pointing to increased Blackwell-series shipments and H200 sales to China as primary revenue drivers for the fiscal fourth quarter and fiscal first-quarter guidance. The firm raised its estimates while warning that GDDR memory shortages may weigh on Gaming u…
KeyBanc reduced its 12-month price target on Cogent Communications (CCOI) to $25 from $30 but retained an Overweight rating after the company reported fourth-quarter 2025 results that fell short of expectations. The bank cut its estimates as a planned data center transaction failed to close and parts of the business - notably Sprint-related assets …
Truist Securities cut its rating on Arcellx Inc. to Hold from Buy and trimmed its price target to $120 from $134 after Gilead Sciences announced a definitive agreement to acquire Arcellx for $115 per share plus a $5 contingent value right. The acquisition values Arcellx at $7.8 billion and follows regulatory and clinical developments for the compan…
TOP Ships Inc. (NASDAQ:TOPS) said it will acquire nine special purpose companies that hold shipbuilding contracts for ECO MR product/chemical tankers, in a deal that carries a potential gross revenue backlog of about $679 million. The transaction, with an entity affiliated with the company's CEO as seller, includes secured time charter employment s…
VenHub Global's stock rose 20% Monday morning after the company unveiled self-diagnostic systems across its autonomous store robotics. The upgrade includes component-level monitoring and a predictive maintenance tool that alerts operators and VenHub's service team when motors or sensors approach the need for servicing or replacement. The changes ar…
Shares of Reliance Global Group Inc (NASDAQ: EZRA) surged in premarket trading after the company completed the acquisition of Enquantum Ltd., a developer of hardware-accelerated, NIST-aligned post-quantum cryptography. The transaction is structured as a milestone-driven program intended to raise Reliance's stake to a 51% fully diluted controlling i…
Dominion Energy raised its five-year capital spending plan as it responds to growing electricity demand from large data centers, but projected 2026 operating earnings that sit below analysts' consensus. The company reported a modest beat on fourth-quarter adjusted earnings, while operating expenses climbed nearly 11%, and its shares slipped in prem…
Roth/MKM reiterated a Buy rating and $110 price target on CoreWeave ahead of the company's fourth-quarter earnings release scheduled for February 26 after market close. The firm said it will scrutinize backlog and incremental bookings quality, powered-shell delivery and data center commissioning timelines, plus capex cadence and funding plans amid …
Raymond James' latest market internals review finds signs that investors are shifting back into risk-on assets as the seasonally weak January-to-February window closes. Improvements in breadth, sentiment measures and sector ratios, combined with software stocks resting on long-term technical support, suggest the market may be attempting a three- to…
Stifel has increased its price target for Oil States International to $15 from $10 and kept a Buy rating after the company reported fourth-quarter 2025 results and provided 2026 guidance. The stock has rallied sharply over the past year and trades near its 52-week high. Stifel pointed to the firm’s growing offshore and international footprint, stre…
Bernstein SocGen Group has reiterated an Outperform rating and a $180 price target on Datadog Inc (NASDAQ:DDOG) following the company’s analyst day on February 12. The firm highlighted three strategic elements that bolster its long-term confidence: Datadog’s positioning in Bits.ai, the addition of an on-premise product to limit full-churn risk at l…
