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.
Benchmark raised its price target on Brunswick Corp to $90 from $75 and maintained a Buy rating after the company's fourth-quarter 2025 results, which Benchmark characterized as broadly in line with expectations. Sales outperformed forecasts, operating income came in below, and EPS matched analyst estimates. The stock dipped in pre-market trading e…
Netflix shares are trading more than 35% below their June 2025 high, prompting investor scrutiny around near-term profitability, user engagement trends and the strategic implications of a possible Warner Bros. Discovery deal. Bernstein frames the debate around three core issues: 2026 margin expectations, changes in viewer consumption, and the poten…
Moroccan equities closed lower on Friday, with the Moroccan All Shares index down 1.52%. Gains among select insurers and industrial firms were offset by steep losses in major mining names. Market breadth favored decliners, while oil, gold and currency moves showed mixed signals across commodities and foreign exchange.
TD Cowen raised its target on Western Digital Corp. (WDC) to $325 from $200 while keeping a Buy rating, driven by extended long-term agreements through 2028 and expectations for higher gross margins. The upgrade follows robust revenue and earnings beats, KIOXIA JV extension and mixed analyst responses from peers.
Moderna's pivot away from COVID-only revenues into oncology and a planned flu launch gives it a clearer multi-year path than many vaccine peers. At $44.64 today and a market cap near $17.4B, the risk/reward favors a measured long with defined stops while Novavax remains a qualitative comparator given limited public data in this note.
DA Davidson reduced its price target on Tenable (TENB) to $25 from $32 while keeping a Neutral rating, pointing to lower peer multiples and trimmed free cash flow estimates. The firm still expects solid fourth-quarter results but warned that Tenable's move from multi-year prepayments to annual billings is creating a dislocation between reported rev…
DA Davidson kept a Neutral rating on Apple (AAPL) and set a $270 price target following the company’s fiscal first-quarter 2026 results. Apple beat revenue and profit expectations, driven by accelerated iPhone sales and robust performance in China, but the company signaled supply limitations and ended the quarter with lean inventories. Analyst pric…
DA Davidson reduced its price target on AppFolio to $275 from $325 but left its Buy rating intact after the company’s latest quarterly report showed weaker-than-expected value-added services revenue and cautious 2026 guidance. The stock is trading near its 52-week low, and other brokerages have adjusted targets and maintained mixed outlooks amid so…
DA Davidson has reaffirmed a Buy rating on Snowflake Inc. (NYSE: SNOW), maintaining a $300 price target that implies roughly 50% upside versus the current market price of $200.54. The firm cites selective opportunities in the software sector and highlights Snowflake as better positioned than many peers to withstand sector headwinds. Snowflake repor…
DA Davidson increased its price objective for Cullen/Frost Bankers (NYSE:CFR) to $144 from $136 following fourth-quarter results that outpaced both the firm's forecast and consensus. The broker raised its 2026 EPS estimate, highlighted the bank's sustained record of beating estimates and noted attractive near-term valuation metrics, but left its ra…
Morgan Stanley highlights a set of application software firms it views as well-positioned for 2026, citing resilient growth, platform momentum, and potential upside from AI-enabled product engagement. While broad estimate upgrades remain limited, the firm points to specific opportunities where multiple expansion, product adoption, or operational le…
The U.N. reports that Iran-aligned Houthi forces removed telecommunications equipment and vehicles from at least six unstaffed U.N. offices in Sanaa, undermining essential operational capacity. The action, together with continued restrictions on humanitarian flights and prior detentions of U.N. staff, raises the risk of a worsening humanitarian cri…
Hims & Hers (HIMS) is repositioning from a direct-to-consumer retailer into a multi-service telehealth platform. At about $28.72 today and a market cap near $6.5B, the stock trades at a premium multiple but shows improving unit economics, positive free cash flow, and a large, addressable market in weight management, mental health and primary care. …
Michael Fierman, Investment Adviser Principal at Angel Oak Financial Strategies Income Term Trust (NYSE: FINS), reported a series of purchases that increased his direct stake to 125,420 shares. The trust, with a $439 million market capitalization and a P/E ratio of 8.34, recently traded near its 52-week high as the board postponed the annual shareh…
Nvidia remains the dominant supplier of AI infrastructure with accelerating data-center demand, rare margins and cash generation, and bullish technicals. At roughly $192, the shares offer a compelling risk/reward for a long trade with a $260 target over a 180 trading-day horizon. Valuation is rich on paper, but growth and cash flow justify a discip…
DA Davidson increased its price target for Axos Financial (NYSE: AX) to $112.00 from $107.50 and kept a Buy rating after the company reported stronger-than-expected quarterly results and solid core loan and deposit growth. The stock is trading near its 52-week high and has delivered a notable one-year return, while other brokers also raised targets…
DA Davidson has reaffirmed a Buy rating on Tractor Supply Company (TSCO) with a $60 price target, implying roughly 17% upside from the current share price of $51.33. The firm expects 2026 to be an inflection year as commodity costs normalize and returns from strategic initiatives begin to materialize, though 2025 marked a second straight year of li…
TD Cowen lowered its price objective on Thermo Fisher Scientific to $683 from $696 while retaining a Buy stance. The change follows a fourth-quarter beat but conservatively guided organic growth for the coming quarter and fiscal 2026, with first-quarter EPS falling well below analyst expectations. Other broker notes and a strategic AI partnership w…
DA Davidson raised its price target on Modine Manufacturing (MOD) to $255 from $200 while retaining a Buy rating, citing an expanded data center revenue outlook through fiscal 2028, a planned PT spinoff via a Reverse Morris Trust, and robust quote-to-order metrics. The new target implies additional upside from Modine's recent trading near a 52-week…
TD Cowen has reiterated a Buy rating on Visa Inc. and set a $416.00 price target following the company's first-quarter fiscal 2026 results. The target implies roughly 28% upside from Visa's prevailing share price of $324.39. The research firm highlighted solid results across Value-Added Services and commercial segments, resilient consumer trends an…
Alphabet ($GOOGL) looks positioned to outperform into and through its upcoming Q4 report. The stock trades near $338 with a ~$4.08 trillion market cap, robust free cash flow of $73.6B and a clean balance sheet. Recent headlines around AI, AR hardware, and cloud traction make this a sensible upgrade to a long trade into earnings, paired with a stric…
Rohingya survivors of Myanmar's 2017 military campaign say they expect the International Court of Justice (ICJ) in The Hague to find that Myanmar committed genocide. The court heard three weeks of testimony and legal argument, and a judgment is due within three to six months. The case, brought by Gambia, has implications beyond Myanmar, including p…
RBC Capital has raised its price target on ResMed Inc. (NYSE: RMD) to $314 from $311 and kept an Outperform rating after the company reported quarterly results that slightly beat both RBC and consensus estimates. The firm pointed to broad market growth, gross margin improvement and operating leverage as drivers behind small forecast increases and t…
RBC Capital raised its price objective for AXIS Capital to $130 from $125 while keeping an Outperform rating following the insurer's robust fourth-quarter 2025 results. The firm cites strong underwriting returns, substantial capital returns and attractive growth guidance for 2026, and sees the shares as undervalued based on multiple valuation metri…
Craig-Hallum initiated coverage of Aclaris Therapeutics (NASDAQ:ACRS) with a Buy rating and a $10.00 price target, implying 174% upside from the current $3.65 share price. The firm highlighted Aclaris’s transition toward immunology-centered assets, led by ATI-052, and noted the company’s healthy balance sheet. The analyst view comes alongside posit…
