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.
Goldman Sachs raised its price objective for Warner Music Group to $33 from $32 but left its rating at Neutral following the company's fiscal first-quarter 2026 report. The bank boosted its revenue, Adjusted OIBDA and free cash flow forecasts for fiscal 2026 and cited stronger subscription and ad-supported streaming, updated guidance and potential …
Goldman Sachs raised its price objective for StepStone Group (STEP) to $93.00 from $90.00 and left its Buy rating intact, citing growth in the firm’s Private Wealth business and an active fundraising pipeline. The new target implies roughly a 57% premium to StepStone’s most recent share price of $59.17. Goldman highlighted $16 billion in assets man…
Goldman Sachs has reaffirmed a Buy rating on TPG Inc. and kept a $80.00 price target, pointing to accelerated fundraising, stronger-than-expected fourth-quarter inflows and upward revisions to fee-related and distributable earnings estimates. Management and analysts cite a durable fundraising run-rate and margin improvement as key drivers for futur…
Canada’s main equity benchmark is expected to climb on Friday after a steep slide the previous session, supported by positive cues from U.S. markets. Attention is focused on heavyweight technology earnings and capital spending plans, while domestic unemployment figures and swings in commodities markets add to near-term uncertainty.
A global shortage of memory chips is putting pressure on smartphone makers. Apple faces a decision: pass higher DRAM costs to customers or protect volumes and market share by absorbing the increase. The choice will influence pricing across the industry as suppliers prioritize higher-margin data-center demand and smaller device makers report constra…
Goldman Sachs has downgraded UBS from Buy to Neutral following the bank's fourth-quarter 2025 results and updated guidance on the Credit Suisse integration. The broker says early efficiency gains are being redirected into the business, reducing the prospect of above-consensus earnings outperformance. Goldman also cut its 12-month price target and h…
Summary: BMO Capital Markets lifted its 12-month price target on ConocoPhillips (COP) to $115 from $105 while retaining an Outperform rating. The move comes even as the firm trimmed earnings estimates after ConocoPhillips reported fourth-quarter 2025 results and provided a 2026 outlook that BMO characterized as broadly in line with expectations. Th…
BMO Capital has increased its price objective for Amazon.com to $310 from $304 and maintained an Outperform rating following the company's fourth-quarter 2025 results. The upgrade reflects notable acceleration at Amazon Web Services (AWS), solid advertising performance, and broad retail strength, even as the company reports a slight EPS miss and la…
BMO Capital Markets increased its price target on Green Plains Renewable Energy to $14 from $12 while retaining a Market Perform rating, citing a better-than-expected fourth-quarter EBITDA driven by ethanol results, hedges and 45Z tax credits. The company reported Q4 2025 EPS that exceeded expectations even as revenue declined year-over-year and be…
Jefferies cut its rating on Kinetik Holdings Inc from Buy to Hold and set a $43.00 price target, citing a stretched valuation after a strong run-up in the stock and continuing operational challenges that could mute near-term upside. The firm projects 2026 adjusted EBITDA below consensus and notes potential insider-sale pressure near current trading…
TD Cowen has opened coverage on Nanobiotix S.A. (NBTX) with a Buy rating, emphasizing the company’s physics-based therapeutic platform and the tumor-sensitizing candidate NBTXR3. The stock trades near $21.03 and has posted a 497% gain over the past year. While clinical readouts and potential royalty streams underpin optimism, the company remains un…
Jefferies reduced its 12-month price target on Genpact Ltd. to $45 from $56 but kept a Buy rating. The move follows a quarter in which revenue met expectations and margins outperformed, and management reiterated a medium-term growth framework of at least 7% year-over-year growth for 2026. The stock, trading near its 52-week low, appears oversold ba…
BMO Capital has raised its price target on Patrick Industries to $155 from $140 and maintained an Outperform rating following the company's stronger-than-expected fourth-quarter 2025 results. The upgrade reflects broad-based earnings strength, favorable product mix in the recreational vehicle segment, and positive early-season channel checks, even …
BMO Capital raised its price target on Bloom Energy Corp. to $149 from $136 following the company’s year-end 2025 earnings call, but retained a Market Perform rating. Bloom’s 2026 revenue guidance, gross margin expansion target and EBITDA outlook topped both BMO’s and consensus forecasts, and the firm pointed to a growing $6 billion product backlog…
Pictureworks International Holdings Limited (PICW) has submitted paperwork for a proposed initial public offering on the Nasdaq. The company provides one-stop digital imaging and information solutions to customers in the leisure, tourism and entertainment sectors across several Asian markets, and has appointed Cathay Securities as the sole underwri…
Mexican state oil company Pemex has granted a mixed contract for the onshore Macavil crude and gas field to a company controlled by billionaire Carlos Slim, three informed sources said. Under the model, Pemex keeps at least a 40% stake. The award adds to Slim's growing portfolio of energy ties with Pemex and follows prior mixed-contract awards last…
Carlyle Group reported a rise in fourth-quarter distributable earnings, supported by realized gains at its private-equity unit and strength across its global credit and secondaries businesses. Distributable earnings rose to $436 million, or $1.01 per share, while net realized performance revenue increased to $123 million. Fee-related earnings edged…
DA Davidson raised its price objective for CyberArk Software to $573 from $518 and maintained a Buy rating after the company's fourth-quarter results. The upgrade sets the highest analyst target on the stock, which is trading at $381.72. CyberArk reported robust subscription and recurring revenue growth, delivered free cash flow above expectations,…
DA Davidson reduced its price objective for Tenable to $24 from $25 while retaining a Neutral rating, citing mixed signals on growth that follow a solid Q4 and modestly above-consensus 2026 guidance. Key concerns include slightly weaker unlevered free cash flow guidance and the company’s decision to stop guiding on cloud computing billings amid sho…
DA Davidson increased its price target on Alphabet (GOOGL) to $310 from $300 following the company’s fourth-quarter 2025 results, attributing the bump to accelerating growth in Google Cloud. The firm preserved a Neutral rating even as Alphabet reported revenue and profit beats and marked robust year-over-year top-line growth. Several other brokerag…
DA Davidson increased its price target for Ametek Inc. to $265 from $240 while keeping a Buy rating, pointing to strong fourth-quarter execution, higher bookings that pushed backlog to record levels, and solid revenue growth. The firm and other analysts flagged strength across medical, aerospace and defense, automation and power end markets, while …
DA Davidson raised its price objective on Orion Marine Group (ORN) to $15.00 from $13.00 and kept a Buy rating after the company announced the acquisition of J.E. McAmis, Inc. and JEM Marine Leasing LLC. The firm highlighted the transaction's attractive financial profile, including EBITDA margins above 20%, and said Orion is transitioning toward a …
Truist Securities has maintained a Buy rating on TAT Technologies (TATT) with a $61 price objective, implying roughly 32% upside from the stock's recent price. The reaffirmation followed the company's investor day and a site visit to Greensboro, while competing analysts have also raised targets or begun coverage amid growing interest in the company…
Shell said it has chosen PricewaterhouseCoopers (PwC) as its new external auditor after a competitive tender, with PwC taking over from Ernst & Young (EY) in 2027. The decision comes amid an investigation by Britain’s Financial Reporting Council into EY’s audit of Shell’s 2024 financial statements and follows Shell disclosures that EY breached part…
Russian Foreign Minister Sergei Lavrov said on Friday that Moscow would prefer to continue dialogue with the United States after the New START nuclear arms control treaty expires, while underlining that Russia is prepared for any scenario. He added that Russia will evaluate whether Washington is willing to engage in discussions on strategic nuclear…
