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Barclays upgraded Analog Devices to Overweight, citing the company’s exposure to an improving industrial cycle and what the bank called “the cleanest operating model and balance sheet” in the peer group. Analyst Tom O’Malley highlighted a PMI-driven inflection in industrial activity, while Barclays also initiated coverage of Microchip Technology an…
Robinhood fell after a Q4 revenue miss driven by crypto and options weakness. The stock is trading below key moving averages and near oversold technicals, but the company still reported record 2025 revenue of $4.5B, has strong retail engagement and a large float, and carries a market cap near $71.5B. This trade idea lays out a long trade for invest…
Nebius Group said quarterly capital expenditures surged as it purchased AI processors and expanded data center capacity, adding nine new sites and securing gigawatts of contracted power. Revenue rose sharply year-over-year but missed estimates, while net losses widened. Management expects a substantial revenue run-rate increase by the end of 2026.
BMO Capital lowered its 12-month price target for McGraw Hill to $19.00 from $21.00 but retained an Outperform rating after the educational publisher reported stronger-than-expected results, led by Higher Education and digital revenue growth. Management raised FY2026 guidance on U.S. Higher Education strength, while BMO adjusted estimates upward an…
RBC Capital downgraded Humana from Outperform to Sector Perform and cut its price target to $189 from $322, flagging the risk that stronger-than-expected membership gains during the Annual Enrollment Period could push medical costs beyond the company's initial 2026 guidance. The move follows a series of analyst adjustments and regulatory signals th…
Deutsche Bank upgraded BorgWarner from Hold to Buy and almost doubled its price target to $82, citing the company's move into AI data center power solutions and stronger-than-expected fourth-quarter 2025 results. The bank highlighted a TurboCell modular turbine generator agreement that could produce more than $300 million of revenue in 2027 and exp…
BMO Capital lowered its 12-month price target for HubSpot Inc to $285 from $385 but left its Outperform rating intact, citing broad-based solid results and sector-wide valuation compression rather than company-specific weakness. The firm noted HubSpot’s fiscal 2026 revenue guidance and growth signals as reasonable, while several other analysts have…
Argentina's Senate voted early Thursday to approve President Javier Milei's major labor reform, passing the measure 42 to 30 after more than 13 hours of debate. The bill, which now moves to the lower house for further consideration, introduces changes to hiring rules, vacation entitlements, the standard workday and limits on strikes. Lawmakers remo…
Quince Therapeutics plunged nearly 40% in premarket trading after announcing its lead candidate failed to meet trial endpoints. With no other products in the pipeline and limited cash, the company has hired LifeSci Capital to explore strategic options, including a possible reverse merger, while warning of financing, listing and restructuring risks.
The Trump administration intends to announce a repeal of the 2009 finding that greenhouse gas emissions endanger human health, a legal foundation for federal climate regulations. The change would remove requirements tied to vehicle greenhouse gas standards and could reshape regulatory authority over emissions, while raising legal and market uncerta…
RBC Capital raised its price objective on McDonald’s to $330 from $320 while maintaining a Sector Perform rating, citing strong fourth-quarter results and continued momentum from the company’s value strategy. The new target implies roughly 2.1% upside from the stock’s current price, and analysts have raised earnings estimates even as the shares tra…
Monness, Crespi, Hardt has downgraded Coinbase Global Inc. (NASDAQ:COIN) from Buy to Sell, saying expectations for a steady recovery in 2026 underestimate the typical duration and severity of cryptocurrency bear markets. The firm now models continued weakness into the first half of 2026 and expects 2026/2027 results to come in below consensus acros…
RBC Capital reduced its price target for Shopify to $170 from $200 but retained an Outperform rating, citing a fundamentally strong quarter alongside concerns about free cash flow and taxes. Shopify reported robust revenue growth, and guidance points to accelerating top-line momentum, even as market anxieties around AI and divergent analyst actions…
ATN International said it has reached an agreement to sell 214 wireless towers located in the Southwestern United States to Everest Infrastructure Partners for up to $297 million in cash. Shares of ATN climbed 15.9% in premarket trading following the announcement. The company expects initial gross proceeds of roughly $250-$270 million, with additio…
LiveRamp Holdings expanded its share repurchase program by $200 million, lifting the total authorization to $1.5 billion and extending the program's expiration to December 31, 2027. The move left roughly $337 million available to repurchase through 2027 and was followed by an 8.4% premarket rise in the stock. Finance leadership framed the action ar…
ICON plc stock dropped 30% after the company said its Audit Committee, with external advisors, is investigating revenue recognition from fiscal 2023 through 2025. The probe prompted withdrawal of full-year 2025 guidance and a delay in quarterly results. Preliminary analyst notes flagged possible revenue overstatements of under 2% for 2023 and 2024,…
Duolingo is trading near its 52-week low despite improving fundamentals: double-digit free cash flow, rising engagement, and attractive valuation (P/E ~13). AI features position the product for a fresh growth leg. This trade targets a recovery toward $170 over the next 180 trading days with a disciplined stop at $95.
RBC Capital has maintained an Outperform rating on Colliers International (NASDAQ: CIGI) with a $190 price target, implying roughly 46% upside from the current price of $130.01. The firm highlighted peer CBRE’s strong year-over-year growth across comparable service lines and noted Colliers’ 2026 core EPS guidance indicating 17% growth. The stock ha…
Fermi America LLC (NASDAQ:FRMI) shares rose 3.5% in premarket trading after the company reported forward movement in its strategic collaboration with Hyundai Engineering & Construction to restart commercial-scale nuclear construction in the United States. The partners are advancing Front-End Engineering Design for four AP1000 reactors planned for P…
Inspire Medical Systems saw its shares decline after RBC Capital reduced its price target to $68 from $90 while maintaining a Sector Perform rating. The downgrade follows the company’s 2026 guidance of 4-10% growth, down from a prior base-case of 10-11%, which management attributed to coding headwinds related to the Inspire V therapy. Analysts flag…
A recent survey of bond strategists shows expectations for stable long-term U.S. Treasury yields in the near term, with a projected rise later this year driven by persistent inflation and concerns about central bank independence. Short-term yields are expected to edge lower on bets for Fed rate cuts, while a majority of respondents judge that heavy…
Fidelity Investments is introducing two actively managed exchange-traded funds that invest in collateralized loan obligations (CLOs), joining other asset managers responding to strong investor demand for private credit exposure. One fund targets AAA-rated CLO tranches while the other focuses on lower-rated CLOs from BBB to B-. The move comes as the…
STRATA Skin Sciences Inc saw its shares tumble 60.8% in premarket trading following Nasdaq's decision to delist the company's stock for failure to meet the minimum stockholders' equity requirement. The firm was unable to reach the $2.5 million threshold despite an extension and efforts to raise capital. Trading is set to be suspended at the open on…
JPMorgan downgraded Kraft Heinz to Underweight from Neutral and trimmed its price target to $22 from $24 after the food company projected muted 2026 results, paused a planned corporate split, and outlined roughly $600 million of incremental 2026 spending. Shares fell in premarket trading as the bank highlighted persistent North American volume decl…
Shell (SHEL) offers a pragmatic entry for traders betting on a capital rotation into European energy. The company pairs a 3.68% yield, a $3.5B share buyback program, and $26B of 2025 free cash flow with supportive technical momentum. Our trade aims to capture a mid-term rebound back toward new highs while protecting downside below structural moving…
