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.
Mizuho lowered its price target for Tractor Supply Company to $58 from $65 while keeping an Outperform rating, pointing to a "clear shift in management’s tone" on the rural economy and noting renewed promotional activity. The move follows a fourth-quarter 2025 earnings shortfall and a string of target cuts from peer research firms.
Needham upgraded Globus Medical (NYSE: GMED) from Hold to Buy and set a $112 price target after the company released preliminary fourth-quarter 2025 revenue figures. The firm highlighted margin expansion -- citing an estimated 20% EBITDA margin at Nevro and further margin gains in 2026 -- as a driver of upside to 2026 EPS, while other analysts also…
H.C. Wainwright lowered its price objective on Nouveau Monde Graphite Inc. (NMG) to $5.50 from $7.50 while retaining a Buy rating. The firm attributed the reduction primarily to dilution from a recent equity raise and to a revised first-production estimate now expected in the first half of 2028. The revised discounted cash flow analysis produces a …
H.C. Wainwright increased its price objective for DRDGOLD Ltd. (NYSE: DRD) to $46.50 from $36.25 while retaining a Buy recommendation. The firm pointed to recent gold price strength, an upgraded NAV multiple, and continued investor interest in DRDGOLD’s Vision 2028 Initiative as the bases for the change. Market data show the stock has risen sharply…
Morgan Stanley forecasts the euro-dollar rate to climb to 1.23 in the second quarter of 2026, attributing recent dollar weakness to atypical catalysts rather than interest-rate gaps. The bank cautions that while a firmer euro boosts European asset returns in constant currency terms, it will weigh on local earnings through translation effects, reduc…
Canaccord Genuity has reiterated a Buy rating on Stryker (SYK) and assigned a $435 price target following the company’s robust quarterly results. The target implies notable upside from the stock's current level, while other analysts' targets span a wide range. Stryker reported double-digit growth across multiple business segments, strengthened its …
SoFi Technologies reported a jump in fourth-quarter profit driven by robust loan demand and rapid expansion of fee-based financial services. The fintech's financial services revenue climbed sharply, while total loan originations reached a record $10.5 billion. CEO Anthony Noto said member credit performance remained in line with expectations, and w…
President Donald Trump announced the selection of former Federal Reserve governor Kevin Warsh to succeed Jerome Powell when Powell leaves the Fed in May. The nomination follows months of public vetting of several contenders. Markets showed muted volatility with the dollar giving up some gains, Treasury yields rising and U.S. stock futures pointing …
Leaders of the largest aircraft lessors told a Dublin conference that despite transatlantic tensions and volatile markets the industry remains unusually resilient. With tariff-free mobility for most jets preserved and a heavy backlog of new aircraft from Boeing and Airbus, lessors control much of next decade's deliveries, underpinning lease rates, …
BMO Capital has upheld its Market Perform rating and $25.00 price target on Olin (NYSE: OLN) after the company's fourth-quarter 2025 results. The bank points to improving free cash flow and ongoing cost-reduction efforts while warning that base earnings must stabilize amid continuing operational and macroeconomic headwinds that weighed on Q4 perfor…
Leerink Partners raised its price target on Gilead Sciences to $146 from $114 while keeping an Outperform rating, pointing to strong early commercial adoption of Yeztugo (lenacapavir for PrEP) and a bolstered HIV pipeline. The firm expects positive commentary at Gilead's upcoming fourth-quarter 2025 results and highlighted 2026 regulatory milestone…
Jefferies lowered its recommendation on Orion Oyj from buy to hold, concluding that the market has largely priced in the positive commercial momentum for prostate cancer therapy Nubeqa. While the broker increased its peak sales estimate for the drug, patent-related risks, anticipated class-wide generic pressure, and constrained pipeline visibility …
Barclays warns that a softer dollar alongside unexpectedly strong U.S. economic momentum has created a favorable environment for risk assets, boosting global equities and particularly emerging markets, while also flagging growing concentration and tactical risks in the reflation trade. The bank highlights mixed signals from policymakers and notes t…
Oppenheimer increased its price target on Trane Technologies to $468 from $460 and reaffirmed an Outperform rating after the company reported fourth-quarter 2025 results that beat consensus on both revenue and earnings. The quarter featured robust enterprise bookings and a backlog that extends into fiscal 2027, supporting visibility for Commercial …
Goldman Sachs trimmed its price target on The Blackstone Group to $158 from $166 and maintained a Neutral rating. The bank projects double-digit growth in base management fees and fee-related earnings (FRE) through 2028, anticipates FRE margins rising above 60% by 2028 despite elevated near-term operating expenses, and adjusted distributable EPS fo…
Carrefour SA shares declined on Friday following a downgrade by Jefferies, which moved the stock from "buy" to "hold" and set a new price target of €14. The broker said much of the value from the retailer's strategic review is now reflected in the share price after a roughly 20% re-rating since mid-2025 driven mainly by asset disposal discussions r…
TD Cowen raised its price target on Southwest Airlines to $50 from $42 while maintaining a Hold rating. The revision follows management's positive guidance for fiscal 2026 and sits near the airline's current market price. Market reactions, recent earnings beats on EPS but a revenue shortfall, and a separate analyst upgrade have all contributed to i…
Wolfe Research trimmed its 12-month price target for Tractor Supply Company (TSCO) to $57 from $60 while keeping an Outperform rating, citing quarter-to-date trends that have improved relative to earlier management expectations but persistent investor caution about 2026 guidance. The stock is trading below the analyst consensus and recent earnings …
William Blair has reaffirmed an Outperform rating on AppFolio Inc. (APPF) even as the shares slid roughly 11% in after-hours trading. The firm pointed to accelerating customer unit additions, strong revenue growth and exceptional free cash flow in the companys latest quarter. Market-level metrics show a consensus Buy stance, analyst targets between…
TD Cowen has reaffirmed a Hold rating and a $5.00 price target on JetBlue Airways, leaving the stock near that valuation as the carrier contends with heavy cash outflows and elevated leverage. The firm modestly lowered fiscal 2026 estimates over worries about jet fuel pricing in the New York Harbor market, even as it points to several revenue drive…
TD Cowen reduced its price objective on American Airlines (NASDAQ:AAL) to $17.00 from $19.00 while keeping a Buy rating, citing expected first-quarter EPS near the low end of guidance after disruptions from Winter Storm Fern. The firm adjusted fiscal 2026 estimates based on management comments, noted robust forward bookings, and highlighted competi…
TD Cowen lowered its price objective for Alaska Air to $63 from $64 but left its Buy recommendation intact. The revision incorporates Alaska Air’s guidance for Q1 and fiscal 2026, and the firm points to encouraging demand trends and non-fuel cost control even as elevated West Coast jet fuel prices have been volatile. Earnings beats and revenue grow…
BTIG kept its Neutral rating on Deckers Outdoor (DECK) after the company reported fiscal third-quarter results that included earnings-per-share upside. The firm highlighted a re-inflection in direct-to-consumer performance for both UGG and HOKA, a more balanced channel growth profile, and some promotional-driven sales that point to price sensitivit…
Chevron reported fourth-quarter adjusted earnings that beat analyst expectations despite a year-over-year decline, as the company pursued cost reductions and operational efficiency to deal with anticipated lower crude prices through 2025. The U.S. supermajor, currently the only American oil producer active in Venezuela, said it is assessing additio…
Wolfe Research upgraded Broadcom from Peerperform to Outperform and set a $400 price target, attributing the move to expected gains from Google’s Tensor Processing Units (TPU) adoption. Wolfe projects large increases in AI ASIC and networking revenue through 2027 and sees Broadcom as the "main beneficiary" of TPU availability to third parties. Othe…
