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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.
Steven Madden declined to provide its 2026 earnings forecast, pointing to unclear U.S. tariff policy following a Supreme Court decision and the introduction of a temporary 10% global import tariff. The company still projected 9% to 11% revenue growth for the year, but the guidance pause highlights ongoing disruption for consumer-facing manufacturer…
RBC Capital cut its price target on GoDaddy Inc. to $100 from $200 while keeping its rating intact after the company reported softer-than-expected bookings growth in the fourth quarter. The move follows signs of promotional-driven customer acquisition, mixed cohort economics, conservative fiscal 2026 guidance and analyst concern over artificial int…
DA Davidson increased its price target on Freshpet to $98 from $80 while keeping a Buy rating, pointing to three core growth levers and manufacturing-led margin expansion. The move comes amid a cluster of analyst target increases following Freshpet's strong fourth-quarter fiscal 2025 results and has supported continued positive market sentiment for…
Palantir ($PLTR) remains expensive by traditional metrics but has the catalysts and technical set-up for a mid-term bounce. I recommend a disciplined long swing: entry $132.00, target $165.00, stop $118.00. The idea plays volatility and AI/government catalysts while explicitly managing valuation and governance risks.
Bank of America downgraded Fox shares to Underperform from Buy and reduced its price target to $45 from $80, identifying Fox as the most exposed company in its coverage to the forthcoming NFL media rights negotiations. The bank estimates a potential ~22% hit to FY27E EBITDA under a 1.5x AAV step-up scenario and trimmed its valuation multiple to abo…
RBC Capital reduced its price target on First Solar (FSLR) to $236 from $258 but kept an Outperform rating, citing tariff-policy headwinds and incremental curtailment activity that weigh on the 2026 outlook. First Solar has guided lower 2026 revenue and is managing inventories through regional curtailments and underproduction while continuing inves…
RBC Capital has trimmed its price objective on Workday to $180 from $220 while retaining an Outperform rating, citing a combination of solid fourth-quarter results and softer-than-expected fiscal 2027 guidance. The shares trade near a 52-week low after a year-long decline, and several other brokers have adjusted their price targets in light of the …
Norway expects to formalize participation in the European Union’s IRIS2 secure satellite communications network within weeks, with a deal anticipated by Easter. Trade Minister Cecilie Myrseth cited recent Brussels meetings as helping clear the path to the agreement. The EU has activated parts of IRIS2 as an alternative to commercial systems, but ro…
BioNTech's market cap of ~$27B discounts its diversified oncology pipeline and recent positive signals. I outline a long trade at $112.11 with a $150 target and a $95 stop, horizon 180 trading days, and the catalysts and risks that could drive a re-rating.
Blackstone is trading near its 52-week low after a period of private-credit anxiety and broad selling in asset managers. With a $144B market cap, double-digit ROE and $3.65B in free cash flow, BX offers a way to ride a private-markets rebound. This trade idea lays out a concrete entry at $116.41, a $105 stop and a $150 target over a 180 trading-day…
Exxon Mobil (XOM) offers a blend of cash-generative legacy operations and high-return development projects. This trade idea takes a long stance with a clear entry at $125.00, a $150.00 target and a $110.00 stop, sized for investors who want exposure to energy cyclicals with defined risk.
RBC Capital maintained a Sector Perform rating on Advanced Micro Devices (AMD) and set a $230 price target, citing the company’s multi-year compute supply deal with Meta and other AI partnerships as supportive of long-term growth. Platform valuation data shows AMD trading below a calculated fair value, but RBC and others note near-term execution, s…
Itau BBA reiterated an Outperform rating and a $2,850 price target for MercadoLibre, citing continued GMV acceleration in Brazil and improvements across key metrics even as fourth-quarter EBIT fell short of expectations. The firm flagged margin pressure from elevated investment levels but suggested a further pullback in the shares could create a bu…
RBC Capital has raised its price target on Quintiles to $133 from $118 and kept an Outperform rating, citing a higher valuation multiple rather than changes to fundamental forecasts. The stock sits near its 52-week high and has delivered strong year-to-date returns. RBC expects an in-line second-quarter report and upbeat guidance and will focus on …
RBC Capital cut its price objective on Axon Enterprise to $735 from $860 but left its Outperform rating intact, reflecting what the bank calls a near-term valuation reset. The move comes amid strong quarterly bookings, accelerating recurring revenue and ambitious 2028 margin targets, even as valuation and short-term headwinds temper upside.
RBC Capital reiterated an Outperform rating and a $13.00 price target on AdaptHealth Corp. (NASDAQ: AHCO) after the stock slid roughly 14% following the company’s fourth-quarter results and forward guidance for 2026. The decline followed a sizable EPS shortfall even as revenue modestly exceeded expectations. RBC flagged the transition to a capitate…
RBC Capital has maintained an Outperform rating and a $139 price target on Addus HomeCare (ADUS), describing a recent share decline as unjustified given continued personal care demand and favorable rate momentum in key markets. The company reported better-than-expected Q4 2025 results and sits on InvestingPro’s Most Undervalued list, although analy…
Truist's sector survey indicates self-storage net effective rents for a 10x10 unit fell 1.4% year-over-year in February 2026, the fourth straight month of annual declines, even as rents rose 2.7% from January to February. Public Storage (PSA) stood out with 5.4% year-over-year net rent growth and reported fourth-quarter 2025 earnings per share of $…
Shares of Oddity Tech plunged 50% after the beauty and wellness technology firm warned first-quarter revenue would fall roughly 30% year-over-year as elevated customer acquisition costs tied to an advertising partner reduce marketing efficiency. The company beat fourth-quarter revenue estimates, but management withheld full-year guidance while it a…
Piper Sandler increased its price objective for Revolve Group to $30 from $25 while keeping an Overweight rating, pointing to accelerating market share gains, improved margins and robust sales momentum. The online fashion retailer reported notable top-line acceleration and holds a strong gross margin and a cash-heavy balance sheet that underpins it…
Piper Sandler affirmed an Overweight rating and a $25.00 price target on Alphatec Holdings (NASDAQ:ATEC) after the company reported fourth-quarter results that topped estimates. The quarter showed strong revenue growth and some adjusted profitability metrics, but market reaction turned negative after management's full-year revenue guidance fell sho…
Lake Street raised its price objective for Enviri (NVRI) to $25.00 from $24.00 while retaining a Buy rating, arguing that the planned $3 billion sale of Clean Earth and the subsequent spin-out of the remaining Environmental and Rail businesses leave the market undervaluing the new company. Management projects the pro forma business will generate $1…
Piper Sandler trimmed its price target for Workday to $135 from $200 while keeping a Neutral rating, citing fiscal 2027 subscription revenue guidance that missed prior commentary. The company flagged longer sales cycles and modest deal push-outs as drivers of the revision, and signaled slower near-term margin expansion as it accelerates artificial …
Piper Sandler reaffirmed an Overweight rating and a $249.00 price objective on Hershey (HSY), pointing to accelerating declines in cocoa costs and robust retail sales as drivers for potential upside to forward earnings. The firm kept its near-term EPS estimates unchanged while noting the possibility of material earnings accretion if commodity trend…
Piper Sandler reduced its 12-month price target for Axon Enterprise to $690 from $753 while keeping an Overweight rating, citing the company’s large, AI-enabled sensor network and strong fourth-quarter performance. The firm pointed to AI contributing roughly 10% of bookings, now exceeding $750 million, and continued platformization in public safety…
