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.
Evercore ISI has placed O'Reilly Automotive on its Tactical Underperform List while leaving its Outperform rating and $110 price target intact. The firm expects modest downside after the company's next earnings release, citing stretched technicals and a premium valuation, but continues to view O'Reilly favorably over the next 12-18 months.
William Blair resumed coverage of Sight Sciences Inc. (SGHT) with an Outperform rating, pointing to 2025 initiatives — including a dry eye reimbursement win and a surgical glaucoma pilot — as drivers for revenue growth and improved operating leverage. The stock trades near $6.15 after a 107% gain over the past year. Analysts note a solid cash posit…
William Blair has resumed coverage of Cooper Companies (COO) with an Outperform rating, pointing to expected net income growth, recent operational moves to improve earnings and cash flow, and a valuation discount versus peers. The firm highlighted a strategic review that could separate CooperVision and CooperSurgical, while other analysts have rais…
Iran’s governance rests on a hybrid system in which a supreme clerical authority sits above elected institutions, supported by a powerful Revolutionary Guards Corps that operates parallel to the regular military. The country’s political framework features interlocking bodies - the Supreme Leader, clerical councils, the IRGC and elected officials - …
A volatile week in currencies and commodities left policy, markets and investors parsing what a 'strong dollar' stance really means. The U.S. dollar weakened to its lowest since early 2022 amid yen intervention expectations and presidential remarks, before Treasury comments sought to steady the currency. Sharp moves in the yen and euro coincided wi…
Aon reported a notable increase in fourth-quarter adjusted profit driven by stronger demand for its risk management services. Revenue from the firm's risk capital business rose 7% year-on-year to $2.7 billion, while total revenue increased 4% to $4.30 billion. Adjusted profit attributable to shareholders climbed to $1.05 billion, or $4.85 per share…
Citizens has reaffirmed a Market Outperform rating and a $165.00 price objective for M/I Homes (MHO), while the builder reported mixed fourth-quarter 2025 results and said demand trends improved across several markets in Q1 2026. Management continues to favor mortgage rate buydowns as an incentive, maintains a spec-home strategy, and has been repur…
Mizuho increased its 12-month price objective on SanDisk (SNDK) to $710 from $600 while keeping an Outperform rating. The move follows SanDisk's latest quarterly results and ambitious first-quarter revenue guidance, with analysts and market data pointing to substantial margin improvement and elevated NAND pricing that have driven sharp recent gains…
Summit Therapeutics plc (NASDAQ: SMMT) announced that the U.S. Food and Drug Administration has accepted its first Biologics License Application for ivonescimab, targeting second-line or later EGFR-mutated non-small cell lung cancer. The filing, supported by data from the Phase 3 HARMONi trial, carries a PDUFA date of November 14, 2026. Multiple an…
BofA Securities increased its price target for Caterpillar to $735 from $708 and kept a Buy rating, saying current top-line guidance appears conservative and pointing to a record backlog and low inventories as upside catalysts. The move follows a strong quarterly report that prompted other firms to increase targets as well.
Citizens lowered its price objective for CRISPR Therapeutics (NASDAQ:CRSP) to $80.00 from $86.00 while maintaining a Market Outperform rating. The revised target implies roughly 50% upside from the stock's current quote of $53.35. The firm shifted valuation weight toward the company's in-vivo assets and reduced the role of CAR-T opportunities in it…
Morgan Stanley boosted its price target for Western Digital to $306 from $260 and kept an Overweight rating, saying sustainable pricing tailwinds should drive better margins and earnings. The firm raised its fiscal 2027 EPS estimate by 20% to $17 and set a bull case of $437. Those moves follow Western Digital's better-than-expected Q2 FY2026 result…
Leerink Partners lowered its price target for Moderna to $17 from $18 and retained an Underperform rating after the company disclosed a commercialization collaboration with Italian drugmaker Recordati for mRNA-3927, an investigational therapy for propionic acidemia. The new target sits well below Moderna's prevailing market price and reflects Leeri…
Citizens reiterated its Market Outperform rating on Lazard with a $65.00 price target, implying roughly 21% upside from the stock's $53.79 price. The research note noted ongoing execution risks, the need for market share gains in Advisory and stabilization of Asset Management, and praised management's transparency around 2030 targets. Lazard's rece…
Jefferies upgraded Fugro NV to a "hold" rating from "underperform" after noting signs of a recovery in offshore wind sentiment. The Dutch geodata firm's shares climbed over 6% on the upgrade, even as Jefferies projects a sharp decline in fiscal 2025 earnings driven by weakness in offshore wind and oil and gas project delays. The broker highlighted …
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…
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…
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…
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 …
