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.
Rosenblatt raised its price objective on Arista Networks (NYSE:ANET) to $165 from $140 while retaining a Neutral rating ahead of the company's fourth-quarter earnings. The firm pointed to recent industry checks that uncovered several large contract wins with hyperscalers and cloud AI players, and highlighted Arista’s continued revenue strength and …
Stephens raised its price target for Simpson Manufacturing (SSD) to $200 from $187 while keeping an Equal Weight rating after the company reported fourth-quarter results that outperformed both Stephens’ and consensus estimates. The quarter was marked by higher North American pricing, favorable foreign exchange effects and an adjusted EBITDA margin …
Goldman Sachs raised its price target on Plains GP Holdings, L.P. (PAGP) to $17.00 from $16.00 while retaining a Sell rating following the company’s fourth-quarter 2025 results. The company reported a mixed quarter with weaker natural gas liquids (NGL) results offset by stronger crude oil performance. Management guided 2026 EBITDA to $2.675-2.825 b…
Super Micro (SMCI) just demonstrated it can scale at AI speed - Q2 sales jumped to $12.68B and management now points to at least $40B for fiscal 2026. That growth sets up a high-conviction swing trade on a breakout, but compressed gross margins and customer concentration make this a high-risk, high-reward idea. Entry $34.50, stop $30.00, target $50…
U.S. stock futures were largely flat Tuesday as investors absorbed a heavy slate of corporate earnings and retail sales data. Individual movers spanned consumer staples, leisure, semiconductors and industrials, with Coca-Cola, Harley-Davidson and Under Armour among notable decliners and Spotify, Ferrari and DuPont among gainers.
Unity Software shares climbed 5% following an Oppenheimer upgrade to Outperform from Perform and a $38 price target. Analyst Martin Yang rejects the notion that world models such as Google's Project Genie will supplant Unity’s game engine, instead framing them as asset-generation tools that feed into the engine. Oppenheimer cited improving fundamen…
Tejon Ranch (TRC) offers exposure to California master-planned development optionality at a sub-$500M market cap. With entitlements, a recent industrial JV, supportive local leaders and a balance sheet that is light on debt, TRC looks attractive as a long-term trade that pays to front-run value realization from commercial and mixed-use projects.
Olympic Steel (ZEUS) is a small-cap, cash-generative steel processor whose pending stock-for-stock merger with Ryerson has drawn activist and plaintiff-lawyer attention. That attention raises the odds of a negotiated bump to consideration or added disclosure that could re-rate the stock from its bargain EV/sales and unlock 15-25% upside. Fundamenta…
Goldman Sachs increased its 12-month price target for Roivant Sciences to $38 from $36 and maintained a Buy rating, pointing to a string of 2026 clinical catalysts and a notable opportunity for mosliciguat in PH-ILD. Despite a recent earnings miss, the company’s cash-rich balance sheet and pipeline progress have driven significant stock gains and a…
Needham increased its price target for Ichor Holdings to $48 from $36 and reiterated a Buy view, pointing to expected revenue growth, margin improvements and capacity shifts to higher-profitability regions. The upgrade follows a quarter the firm described as the trough of the current cycle and comes alongside company guidance that forecasts sequent…
Morgan Stanley keeps Société Générale at the top of its French bank list, citing stronger-than-expected earnings positioning and reliable capital returns. The broker has grown more constructive on BNP Paribas after management outlined a meaningful cost reduction plan and clearer capital targets, but litigation linked to Sudan restrains a full upgra…
Nektar Therapeutics said patients who continued treatment with rezpegaldesleukin after induction sustained high response rates at week 52 in the Phase 2b REZOLVE-AD trial, with both monthly and quarterly maintenance regimens. The stock rose modestly on the news as the company prepares to advance to a pivotal Phase 3 program and targets a Biologics …
A survey of German automotive suppliers indicates a widespread pullback of investment within Germany, with many companies planning to move, delay, or cancel spending. Industry leaders warn the trend is already affecting employment and could have broader social and political consequences, while urging policy changes at national and EU levels to pres…
Jefferies trimmed its price target on Becton Dickinson (BDX) to $190 from $220 while retaining a Buy rating, a move the firm said reflects considerations tied to the company’s planned separation. The adjustment comes after Becton Dickinson reported fiscal first-quarter results that beat consensus on revenue and adjusted EPS. RBC Capital left its Se…
Truist Securities raised its price objective on Collegium Pharmaceutical to $58 from $55 while keeping a Buy rating after recent conversations with company management. Analysts highlighted the growth outlook for Jornay PM, limited pushback on strategic plans, and a view that Collegium’s pain franchise is more durable than the market currently assum…
Truist Securities raised its price target on CG Oncology to $75 from $66 while keeping a Buy rating, reflecting an upgraded peak sales forecast for the company’s Creto candidate and an accelerated Phase 3 timeline for the PIVOT-006 trial. CG Oncology shares trade around $51.08 and face valuation questions even as the company advances clinical enrol…
Truist Securities raised its price objective on The Brink's Company to $163 from $138 and kept a Buy rating, pointing to expected free cash flow growth, a favorable mix shift toward higher-margin AMS/DRS operations, and ongoing capital return programs. The new target implies meaningful upside from current levels and rests on assumptions of mid-teen…
Barclays has resumed coverage of Waters Corp. (NYSE:WAT), assigning an Overweight rating and a $400 price target, implying roughly 22% upside from the stock's current level of $328.14. The bank highlighted potential upside from Waters' acquisition tied to Becton Dickinson, called the announced synergies conservative, and forecast mid-teens EPS grow…
UBS has downgraded 1&1 AG from buy to neutral and slightly reduced its price target to €27.6, arguing that the stock at roughly €26.75 already reflects an expectation of a curtailed mobile network build and a related improvement in free cash flow. The bank outlines a path to positive cash generation if 1&1 limits coverage ambitions, but warns of co…
Taiwan's trade negotiating team has departed for the United States to hold a final meeting on a recently negotiated reciprocal trade agreement. The deal would lower tariffs on Taiwanese exports to the U.S. and mobilize large-scale Taiwanese investment and credit guarantees to expand semiconductor, energy and artificial intelligence production in th…
Harley-Davidson reported a wider fourth-quarter loss and sharply lower revenue as reduced consumer spending on recreational vehicles and import tariffs on key components weighed on results. The company is responding with cost adjustments and plans to expand its model lineup with a lower-priced entry-level bike slated for 2026.
Evercore ISI lowered its price target on Corebridge Financial to $37.00 from $38.00 but kept an Outperform rating, pointing to ongoing spread compression and the prospect of two Federal Reserve rate cuts in 2026. Corebridge reported quarterly results that beat estimates and provided clearer 2026 guidance, while management is accelerating share repu…
Jefferies raised its 12-month price target on Cousins Properties to $27 from $26 while retaining a Hold rating. The adjustment reflects leasing momentum - including 700,000 square feet signed in Q4 - that has supported double-digit revenue growth, but the stock still trades below the analyst high target and faces uncertainties around lease commence…
Jefferies raised its price objective on LPL Financial Holdings (NASDAQ:LPLA) to $464 from $440 and kept a Buy recommendation, pointing to progress on the Commonwealth transaction, a return to external advisor recruiting and platform-driven organic growth expected into 2026. Recent fourth-quarter 2025 results and a separate price-target boost from C…
Jefferies retained its Hold rating and $40.00 price target on PayPal (PYPL), after a close review of the company's transaction revenue disclosures. The firm’s product-level analysis shows mixed movements in take rates across branded checkout, Braintree and Venmo in Q4, while broader transaction take rates excluding hedges were pressured by shifts i…
