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.
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…
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.
