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.
Arcutis has doubled in a year on accelerating ZORYVE sales and encouraging guidance. Revenue upside is in the numbers — 2026 net product sales guidance of $455-470M implies rapid compounding, but valuation (EV/sales ~11x) already prices a lot of the story. This trade targets further multiple expansion into secular adoption while protecting capital …
UBS cut its rating on BorgWarner to Sell from Neutral while increasing its price target to $55 from $49, saying investor expectations for the company's TurboCell data center power product appear elevated. The bank acknowledged BorgWarner's search for new growth amid declines in legacy lines but flagged execution, commercialization and disclosure ga…
Nova Minerals Ltd. (NASDAQ:NVA) slid about 2% on Friday following a public disclosure from Spruce Point Capital Management that it had established a short position in the company. Spruce Point's report highlighted concerns over Nova's valuation, infrastructure and community obstacles at its Alaskan operations, gaps in proof of concept, a history of…
KeyBanc maintained a Sector Weight rating on Texas Roadhouse following the restaurant operator's fourth-quarter 2025 results, which missed consensus on both EPS and same-store sales. The firm lowered its 2026 earnings per share estimate to $6.25 to reflect higher general and administrative costs, while noting the stock's current valuation sits near…
Canaccord Genuity reduced its price objective for Etsy Inc. to $72 from $80 while keeping a Buy rating after the company's fourth-quarter results. Etsy reported results broadly in line with expectations, with modest GMV growth, a strong gross margin and solid free cash flow. Management provided forward guidance that implies upside to take rate and …
Evercore ISI removed Sprouts Farmers Market (SFM) from its Tactical Underperform List following the grocer's fourth-quarter fiscal 2025 results, which featured a 1.6% comp-store sales gain and an earnings-per-share beat. Despite the upside, traffic turned negative and gross margin slipped, and the firm flagged a cautious first-half outlook that ant…
H.C. Wainwright raised its price objective on First Majestic Silver Corp (AG) to $30.00 from $24.50 and maintained a Buy rating after the company reported materially stronger full-year and quarterly results for fiscal 2025. First Majestic recorded $1.26 billion in revenue and net earnings of $164.9 million, driven by the first-year contribution fro…
KeyBanc has reiterated an Overweight rating on Oddity Tech Ltd (ODD) with a $50.00 price target following the company’s launch of METHODIQ, a telehealth medical skincare platform. KeyBanc’s proprietary card-spend dataset - which it says correlates about 85% with Oddity’s reported quarterly revenues since Q1 2023 - suggests spending across Oddity’s …
KeyBanc has reaffirmed an Overweight rating and a $145.00 price target on Walmart Inc. shares, citing robust fourth-quarter results that included market-share gains, expansion in nontraditional revenue streams, and continued supply chain investments. The price target implies upside from the stock's trading price of $124.87, although InvestingPro da…
H.C. Wainwright trimmed its 12-month price target for Corcept Therapeutics (CORT) to $67 from $105 while maintaining a Buy rating after a February 19, 2026 Federal Circuit decision found Teva’s generic Korlym does not infringe Corcept patents. The ruling likely clears the way for additional generic entrants, which the firm expects will pressure net…
Canaccord Genuity increased its price target for Guardant Health to $135 from $125 and kept a Buy rating, citing stronger revenue assumptions in the outer years of its 10-year discounted cash flow model. Guardant reported fourth-quarter 2025 results in line with its January preannouncement, recorded $35.1 million in Shield revenue for Q4 and provid…
Rosenblatt reduced its price target for Gemini Space Station (GEMI) to $11.50 from $26.00 while retaining a Buy rating, citing execution risk, smaller scale and a longer path to profitability. The company is executing a major restructuring that includes executive departures and significant expense reductions. Preliminary fiscal 2025 revenue guidanc…
Mangoceuticals Inc. (NASDAQ:MGRX) shares climbed 70% in premarket trading after the telemedicine firm reported a 336% month-over-month increase in sales of its $99 per month injectable testosterone replacement therapy (TRT) program and a 54% reduction in customer acquisition costs. The program, launched in mid-December, bundles medical consultation…
Rosenblatt increased its price target on Harmonic Inc. (HLIT) to $16 from $14 while keeping a Buy rating, pointing to fourth-quarter results that suggest prior headwinds have eased. The company reported record bookings and a 3.5x book-to-bill ratio in Q4, while its broadband segment outperformed consensus revenue estimates by about 8% and posted a …
Amazon (AMZN) looks great in headlines: top of the Fortune 500 and AWS still dominant. But under the hood the stock is priced for near-perfection, free cash flow recently turned negative, and technical momentum is failing. This actionable short trade targets a retreat toward the $170 area over the next 45 trading days with a $220 stop.
Canaccord Genuity reduced its price target for iRhythm Technologies to $198 from $212 while retaining a Buy rating. The move follows the company’s robust fourth-quarter results, which included revenue above initial guidance, positive GAAP earnings in the quarter and the first fiscal-year positive free cash flow in company history. Medicare Advantag…
BMO Capital raised its price target on Targa Resources to $241 from $205 while maintaining an Outperform rating, pointing to the company's robust position in the Permian Basin and sanctioned projects that support future volume growth. Targa outlined solid fiscal 2026 EBITDA guidance and boosted its base plan for plant additions, even as its fourth-…
Spain's foreign minister has urged the European Union to lift sanctions targeting Venezuela's interim president, Delcy Rodriguez, following approval of a limited amnesty bill by Venezuelan lawmakers. Rodriguez, who assumed power after the U.S. removed President Nicolas Maduro, has taken measures aligned with U.S. demands on oil sales and ordered th…
Pleasant Lake Partners disclosed a stake of roughly 10% in Funko and urged the collectible toymaker to immediately and thoroughly evaluate strategic and financial alternatives, including a potential sale. The filing notes Fund 1 holds about 5.5 million shares and that Pleasant Lake is prepared to participate in a sale process, citing prior take-pri…
CSB Bancorp President and CEO Eddie L. Steiner acquired $72,332 worth of company stock across three transactions filed on a Form 4 with the SEC. The purchases took place February 18-19, 2026, at prices between $56.50 and $57.50 per share. After the transactions, Steiner holds 33,577.578 shares directly and 41,445 shares indirectly through an IRA. T…
Kosmos Energy shares climbed about 9% in premarket trading following Ghana's parliamentary approval to extend petroleum licenses for the West Cape Three Points and Deepwater Tano agreements through 2040. The move covers the Jubilee and TEN fields and is expected to unlock up to $2 billion of additional investment, expand Jubilee drilling, and incre…
Viatris (VTRS) looks attractively priced today with a market cap near $18.7B, roughly $1.65B in annual free cash flow, and valuation multiples that sit below what you'd expect for a global pharmaceuticals player. Combine that with favorable policy headlines for generics and multiple end-market growth tailwinds, and there is a defendable long trade …
Bernstein SocGen Group has increased its price target on Deere & Co. to $615 from $521 while keeping a Market Perform rating after the company delivered results and guidance that beat expectations. Deere posted stronger-than-expected first-quarter earnings and raised its 2026 net income midpoint, prompting another firm, Oppenheimer, to raise it…
Needham reduced its price target for Etsy to $65 from $76 while keeping a Buy rating following Etsy's Q4 results and the announced sale of Depop. The research house flagged Depop's mixed role as a growth contributor but an adjusted EBITDA drag, and noted that sale proceeds equal a material portion of Etsy's valuation. Management is prioritizing fre…
Bernstein SocGen Group cut its price target on Molson Coors Beverage Co. to $45 from $50 while retaining a Market Perform rating, citing fiscal 2026 guidance that met revenue expectations but fell short on profit. The brewer reported mixed quarterly results, announced cost savings and increased share-buyback authorization, and flagged commodity inf…
