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.
DA Davidson raised its price objective for BayCom (BCML) to $34 from $32 and maintained a Buy recommendation, pointing to robust pre-provision net revenue (PPNR) and improvements in core revenue and net interest margin when adjusted for preferred equity investment effects. The firm projects significant earnings and PPNR per-share growth for 2026 an…
DA Davidson increased its target price on Booz Allen Hamilton (BAH) to $81 from $73 while retaining a Neutral rating. The firm raised 2026 and 2027 EPS estimates, citing an improved net interest income outlook, even as revenue missed expectations and recent contract cancellations by the U.S. Treasury created headwinds. Management continues share re…
DA Davidson lowered its price target on Duolingo Inc. (DUOL) to $170 from $205 while retaining a Neutral rating after analyzing proprietary user-tracking data. The firm’s dataset of more than 170,000 existing users showed a notable month-over-month uptick in January, the strongest since monitoring began in July, but DA Davidson projects daily activ…
KeyBanc Capital Markets maintained its Sector Weight rating on Graco Inc. (GGG) after the company's fourth-quarter 2025 results and initial 2026 outlook. The firm adjusted its estimates but kept a neutral view, citing generally stable end markets in Graco's Contractor and Industrial segments and a balanced long-term risk-reward profile. Meanwhile, …
KeyBanc has reaffirmed a Sector Weight rating on Avista (AVA) after the utility announced the winners of its 2025 Request for Proposals. The selected portfolio, which combines company-owned resources and power purchase agreements, is expected to drive $250 million to $350 million of incremental capital and may support an uplift to Avista's long-ter…
On Tuesday Stephens reduced its 12-month price target for Atlas Energy Solutions Inc (NYSE:AESI) to $16.00 from $20.00 while maintaining an Overweight rating. The new target implies roughly 39% upside from the stock's most recent quote of $11.50. Stephens' updated model projects mixed fourth-quarter 2025 results and anticipates modest early-2026 vo…
Canaccord Genuity raised its price target on USA Rare Earth Inc (NASDAQ: USAR) to $33.00 from $23.00 and kept a Buy rating after the company disclosed enhanced financing options. The broker flagged a proposed $1.3 billion senior secured loan through the CHIPS Act as a key factor behind the change, and said the improved funding profile supports a qu…
KeyBanc has reaffirmed an Overweight rating on Dycom Industries (NYSE: DY) and lifted its price target to $426.00, implying roughly 14% upside from the stock's current level of $373.27. The firm cited positive longer-term drivers such as long-haul fiber deployment and the Broadband Equity, Access, and Deployment (BEAD) program while flagging multip…
The U.S. regulator has lifted a clinical hold on Intellia Therapeutics’ late-stage trial of its CRISPR-based therapy, nexiguran ziclumeran, in patients with hereditary transthyretin amyloidosis with polyneuropathy (ATTRv-PN). Intellia said it will resume patient enrollment as soon as possible after agreeing to enhanced safety monitoring measures. A…
Lemonade has been trading like a momentum stock, but the underlying story the market is buying is simpler: AI-driven distribution plus better loss performance, inching the model toward profitability. With shares near $90 after a sharp run to $99.90, LMND offers a defined-risk long setup using the rising 10-day/20-day trend as a line in the sand. Th…
HSBC is urging clients to stay positioned for further gains in risk assets, remaining overweight equities, high-yield credit, emerging-market debt and gold, while underweighting developed-market sovereigns, investment-grade credit and oil. The bank says geopolitics is secondary to U.S. rates, rates volatility and near-term growth expectations, and …
Piper Sandler increased its 12-month price objective for South Plains Financial Inc. (SPFI) to $45.00 from $41.00 while keeping a Neutral rating. The firm highlighted accelerated revenue growth, a strong fourth-quarter 2025 performance and improving loan dynamics as drivers of the revision. South Plains reported fourth-quarter EPS above estimates b…
REGENXBIO (RGNX) is a clinical-stage gene therapy name with a clear event-window setup: a key FDA decision on its Hunter syndrome program is approaching, and the stock is coiling below near-term technical levels. With a ~$701M market cap, negative EPS (-$3.51), and meaningful short interest (about 5.0M shares; ~7.3 days to cover), price action can …
Cantor Fitzgerald began coverage of Coinbase Global Inc. (COIN) with an Overweight rating and a $277 price target, positioning the company as a regulated conduit between decentralized and traditional finance. The firm expects growth in subscription and services revenue to improve operating leverage, while acknowledging revenue volatility from tradi…
Goldman Sachs raised its price target on Expedia to $325 from $295 and kept a Buy rating after the company reported a robust third-quarter travel rebound. The firm pointed to accelerating U.S. demand, strong growth across EMEA and Asia, longer stays and wider booking windows. Expedia also raised its full-year guidance and has reported strong margin…
Piper Sandler reviewed the Centers for Medicare & Medicaid Services CY27 Medicare Advantage Advance Notice and found the projected Effective Growth Rate and associated revenue change to be below its prior estimates. The notice points to several headwinds, including risk-model revisions and proposed risk-adjustment reforms, while the firm recommends…
Rosenblatt reduced its price objective on The Trade Desk to $53 from $64 following the unexpected exit of CFO Alexander Kayyal, while retaining a Buy rating. The adjustment reflects a lower valuation multiple driven by personnel volatility, even as the company reaffirmed fourth-quarter 2025 revenue and adjusted EBITDA guidance and named an interim …
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…
