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.
EVgo is showing early signs of an earnings-quality turnaround: record charging revenue, faster station deployment via prefabricated skids and rapid Autocharge+ adoption. With an enterprise value of ~$453M, improving unit economics and a healthy cash buffer, EVgo looks positioned for a rating upgrade. This trade plan targets a move to $4.50 over the…
BofA Securities lowered its price target on C3.ai to $10 from $14 while retaining an Underperform rating, citing escalating competitive threats and a weak financial profile. The firm pointed to continued negative free cash flow prospects and uncertainty over the company’s ability to capture meaningful AI market share, a view supported by InvestingP…
BofA Securities raised its price target on MongoDB to $500 from $480 while retaining a Buy rating, citing accelerating Atlas revenue growth and an expanding AI and modernization product set. The new target implies roughly 34% upside from MongoDB's current share price of $374.02, well above the consensus upside of 11%. Analysts and peers have reacte…
BofA Securities reduced its price target for Doximity Inc. to $70 from $82 while retaining a Buy rating, citing softer pharmaceutical advertising trends and peer multiple compression. The firm still forecasts mid-teens revenue growth in fiscal 2027 supported by new product module adoption and shifts in ad allocation, and other major brokers continu…
Jefferies has reaffirmed a Hold rating and an $80.00 price target on Fortinet, maintaining a cautious stance ahead of the company’s fourth-quarter earnings report scheduled for February 5. The firm notes that Fortinet may modestly outpace current consensus billings growth, yet broader market sentiment and high calendar year 2026 expectations warran…
Telsey Advisory Group reduced its price objective for Tractor Supply Company to $63 from $70 while retaining an Outperform rating. The adjustment follows disappointing fourth-quarter 2025 sales and an updated 2026 earnings estimate. Management reaffirmed 2026 guidance and longer-term targets even as recent quarterly results missed Wall Street expec…
Jefferies raised its 12-month price target on Dow Inc. to $28 from $23 while retaining a Hold rating, a level that sits close to the company's recent trading price and a third-party fair-value metric. The firm pointed to stronger-than-expected fourth-quarter EBITDA and expects margin improvement across 2026, although near-term demand is muted and c…
Widespread wildfires in Patagonia have scorched an area more than twice the size of Buenos Aires, breached the Los Alerces National Park and prompted a government emergency declaration in four southern provinces. Critics say steep budget cuts to wildfire prevention and response under President Javier Milei have weakened preparedness, while authorit…
Novo Nordisk said Christine Zhou, the executive overseeing its China business, will leave the company at the end of March. Zhou led the launches of Ozempic, approved in China in 2021, and the obesity medicine Wegovy. Her exit occurs amid rising competition from Eli Lilly and an expanding cohort of domestic drugmakers, with Sciwind Biosciences winni…
BofA Securities trimmed its price target for Peloton Interactive to $9.00 from $11.00 but kept a Buy rating as the connected fitness company heads into its fiscal second-quarter 2026 earnings. The analyst update cites higher-than-typical holiday discounting and an elevated monthly churn outlook, while revenue and EBITDA estimates for fiscal Q2 and …
Evercore ISI increased its 12-month price target on Deckers Outdoor to $108 from $90 while retaining an "In Line" rating. The move follows a better-than-expected quarter driven by strong contributions from both Ugg and Hoka, and comes as the company reports solid revenue growth, a healthy liquidity position and an EPS beat for Q3 2026.
Goldman Sachs has maintained a Buy rating and a $32.00 price target on Kinder Morgan (KMI) after the pipeline operator reported fourth-quarter 2025 results and issued a 2026 outlook. The $32 target implies roughly a 5.8% upside from the stock's current price of $30.24, with the shares trading near their 52-week high. Multiple other firms also revis…
BTIG raised its 12-month price target on Stryker to $412 from $410 while retaining a Buy rating following the medical-device maker's fourth-quarter 2025 results. Stryker posted quarterly revenue of $7.2 billion and adjusted EPS of $4.47, both modestly ahead of expectations. Management issued fiscal 2026 guidance for high-single-digit organic growth…
BMO Capital trimmed its price target on Hexcel Corp. to $85 from $88 while keeping a Market Perform rating, pointing to valuation concerns even after the company reported a solid fourth-quarter earnings beat and provided robust 2026 EPS guidance. Morgan Stanley separately upgraded the stock and raised its target on signs of margin improvement and h…
Since returning to the White House, President Donald Trump has issued directives and moved to alter how federal cultural and historical institutions present U.S. history. Actions include a 2025 executive order targeting so-called 'anti-American ideology' at the Smithsonian, a review of national park signage, removal of slavery exhibits, restoration…
Hundreds of millions of dollars in U.S. energy assistance earmarked to help Ukraine import liquefied natural gas and repair power infrastructure have not been disbursed, according to multiple officials. Sources say the funds were notified to Congress under the previous administration but stalled after the U.S. Agency for International Development (…
A poll of 31 economists and analysts conducted in January forecasts Brent crude will average $62.02 per barrel in 2026, with U.S. crude at $58.72. Despite recent geopolitical tensions, respondents said an anticipated market surplus will keep prices close to $60/bbl through the year. Venezuela’s recovery and OPEC+ policy moves remain key uncertainti…
Student organizers and immigrant rights groups have organized nationwide walkouts and demonstrations for Friday, demanding the withdrawal of federal immigration agents from Minnesota after two fatal shootings of U.S. citizens inflamed public anger. The actions follow large marches in Minneapolis last week and come amid shifts in ICE operational gui…
RBC Capital reduced its 12-month price target for United Rentals (URI) to $1,041 from $1,123 while keeping an Outperform rating after the equipment rental company reported a mixed fourth-quarter. Revenue advanced but margins contracted, and guidance for 2026 was largely consistent with consensus, a factor RBC says helps explain recent stock movemen…
Goldman Sachs moved its price objective on SanDisk (NASDAQ:SNDK) to $700 from $320 while retaining a Buy recommendation, pointing to stronger-than-expected quarterly results and guidance, constrained NAND supply and accelerating demand. Other major banks have also raised targets after the company posted substantial earnings and revenue beats for fi…
RBC Capital increased its price target for BB&T Capital (NYSE:BBT) to $31.00 from $28.00 while retaining a Sector Perform rating. The move follows BB&T’s fourth-quarter results, which RBC described as the company’s first full combined quarter and indicative of steady core trends. RBC cited an upcoming systems conversion planned for February that is…
William Blair has initiated coverage of RxSight Inc. (NASDAQ:RXST) with a Market Perform rating. The research note cites strong revenue growth and high gross margins from 2021 to 2024, a slowdown in 2025, and competitive and operational headwinds. Management is reportedly taking steps to bolster customer support and education while the firm watches…
RBC Capital raised its price target on Caterpillar to $658 from $587 after the company reported fourth-quarter results that beat consensus across all metrics and released 2026 guidance. Power generation led growth, driven by data center demand, and a record $51 billion backlog supported the revised target, even as RBC held a Sector Perform rating. …
RBC Capital increased its price target on O’Reilly Automotive to $111 from $110 and kept an Outperform rating, nudging up quarterly comparable-sales and earnings estimates while flagging potential SG&A pressure. The company recently enlarged its share repurchase authorization and disclosed an insider trading plan tied to option exercises, as other …
Goldman Sachs increased its 12-month price target on Western Digital Corp. to $220 from $165 while retaining a Neutral rating. The decision follows a quarterly report and guidance the bank described as strong, but the stock is trading substantially above Goldman’s new target and InvestingPro Fair Value estimates after a dramatic rally over the past…
