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Trading on Thursday produced notable divergences across market-cap segments. Several large-cap technology names, including Microsoft and Salesforce, posted steep declines, while travel and leisure names such as Royal Caribbean and Southwest Airlines delivered strong gains. The session featured heavy losses among many mid- and large-cap technology a…
Oracle Corp. has seen its share price fall by over 50% from the record high set last year, wiping out about $463 billion in market capitalization as investor enthusiasm for AI-linked investments cools and scrutiny grows around the company’s relationships with OpenAI and related capital deployments. Broader technology sector weakness, amplified by a…
Turkish equities closed higher on Thursday, led by gains in the Leasing & Factoring, Banking and Wholesale & Retail Trade groups. The BIST 100 rose 3.16% to a fresh all-time high, with notable winners including Turkiye Sise ve Cam Fabrikalari AS, Cw Enerji and Kiler Holding. Commodity and currency markets posted mixed moves alongside the rally.
Bernstein analyst David Dai increased his price objective for ASML to $1,911 from $1,642 and maintained an Outperform rating following the company’s unexpectedly large fourth-quarter bookings. ASML reported €13.2 billion in net bookings, a backlog rise to €38.8 billion, and set 2026 revenue guidance above consensus at the high end. Multiple banks a…
Bernstein raised its price target for Seagate Technology to $500 from $370 and maintained an Outperform rating after the company delivered stronger-than-expected fiscal second-quarter 2026 results. Seagate beat revenue, margin and adjusted EPS forecasts, reported resilient average selling prices and disclosed accelerated cost improvements tied to H…
Micron is trading near fresh 52-week highs on strong AI-driven demand for memory and storage. Fundamentals show healthy profitability and cash generation, while technicals signal momentum — but the stock is extended. This trade idea lays out a concrete entry at $430.55, a stop at $395.00, and a target at $520.00 for a mid-term (45 trading days) swi…
DA Davidson raised its 12-month price target on Trustmark Corporation to $44.00 from $42.00 while retaining a Neutral rating. The move follows an earnings update in which diluted EPS outpaced expectations but pre-provision net revenue per share fell short. Trustmark’s guidance for 2026 was described as largely in line with market expectations, supp…
DA Davidson has reaffirmed a Neutral rating and a $76.00 price target on Prosperity Bancshares (PB) as the regional bank moves toward closing several acquisitions, including a roughly $2.0 billion deal for Stellar Bancorp. The firm cites an attractive valuation versus historical norms but remains wary of integration and loan-runoff risks. Prosperit…
New Fortress Energy (NFE) remains a high-risk, high-reward name trading on restructuring headlines and a handful of large supply contracts. Balance sheet risk is real, but recent Puerto Rico contracts and extended creditor forbearance create a path to survival. This trade aims to buy the equity at current levels and capture a volatility re-price wh…
The latest note from Sevens warns that President Donald Trump’s apparent endorsement of a softer U.S. dollar has become an additional force pushing the economy toward a so-called "run-hot" state. The firm says the administration’s broader policy moves were already heating activity, and that further dollar depreciation amplifies inflationary pressur…
ByteDance and Alibaba are preparing to introduce upgraded AI models during the Lunar New Year holiday in mid-February. ByteDance plans to release three models spanning language, image and video generation, while Alibaba is expected to launch an advanced reasoning model. Both companies are leveraging the holiday period for heightened user attention …
Saba Capital Management, L.P., a roughly ten-percent holder of BlackRock ESG Capital Allocation Term Trust (NASDAQ: ECAT), sold 189,880 shares of common stock in two transactions on January 27 and January 28, 2026, for a combined $2.95 million. The trades priced between $15.53 and $15.54 per share. After the sales, Saba’s position decreased to 25,4…
AMC Entertainment said it expects a fourth-quarter net loss of $127.4 million, wider than analyst estimates, and reached an agreement with certain creditors - including those tied to its Odeon European unit - that could allow debt refinancing to reduce interest costs and push out maturities. The company reported only modest year-over-year box offic…
ServiceNow shares fell about 5% in after-hours trading despite DA Davidson reiterating a Buy rating and $220 price target. The enterprise software company reported strong fiscal results and raised FY26 estimates, but organic growth guidance that fell short of investor expectations pressured the stock, which is trading well below its 52-week high an…
DA Davidson has reaffirmed a Neutral rating and a $62.00 price target on Mondelez International (MDLZ) ahead of the company’s fourth-quarter 2026 results and initial fiscal year 2026 guidance, with the earnings release expected on February 3. The firm points to a mixed risk-reward profile: consumption trends remain strained amid pricing and macro h…
DA Davidson has reaffirmed its Buy rating on Modine Manufacturing (NYSE:MOD) and kept a $200 price target ahead of the company’s fiscal third-quarter 2026 earnings report set for February 4. The firm’s note follows quarterly channel checks with North American contacts tied to major overhead and commercial vehicle customers and highlights the compan…
DA Davidson increased its price objective for Western Alliance Bancorporation to $105 from $104 and left its Buy rating intact. The move follows a quarter that modestly outperformed pretax estimates and more strongly beat on an after-tax basis due to a lower quarterly tax rate. The bank’s recent guidance and revenue momentum underpin the analyst's …
Monness, Crespi, Hardt raised its price target on Meta Platforms Inc. to $890 from $808 and kept a Buy rating, updating 2026 forecasts to reflect higher revenue but lower earnings per share after the company’s fourth-quarter 2025 performance. Meta’s recent quarterly beat, robust revenue growth and high gross margins drew support from several other …
DA Davidson has maintained its Buy rating and $235 price target on Crane Co (CR), reflecting the firm's view that recent acquisitions and solid segment fundamentals underpin near- and medium-term performance. The research house updated its 2026 and 2027 estimates to account for four acquisitions and sees modest EPS accretion in 2026 with stronger c…
DA Davidson increased its price target on Jack Henry to $216 from $190 and left its Buy rating intact, ahead of the company’s fiscal second-quarter report. The move joins a string of analyst upgrades and higher targets, while company data points to strong financial metrics and a modest undervaluation by fair value assessment.
On Jan 29 U.S. software shares tumbled after mixed results from major vendors heightened investor concern that AI-related entrants could erode demand for traditional enterprise software. ServiceNow plunged after its post-earnings move despite topping annual subscription revenue estimates, while SAP sank following a cautious cloud outlook and weaker…
Morocco's equity benchmark closed marginally lower on Thursday, with the Moroccan All Shares index down 0.04% as losses in the Utilities, Banking and Mining sectors outweighed strength in several individual names. Lesieur Cristal, Managem and SMI posted the session's biggest gains, while S2M, Ste de Travaux de Realisation d’Ouvrages et de Constucti…
Craig-Hallum initiated coverage of StubHub Holdings (NYSE: STUB) with a Hold rating and a $12 price target, a level beneath the stock's trading price of $14.27. The firm praises StubHub's position as the leading secondary ticket marketplace and notes robust revenue growth, but expresses skepticism about Street assumptions for a sharp ramp in direct…
TD Cowen raised its price objective on Lam Research to $290 from $170 and retained a Buy rating after the company presented an elevated wafer fabrication equipment (WFE) outlook for 2026. Lam’s internal forecasts and recent results, along with upward revisions from several brokerages, underpin the more bullish analyst stance even as valuation appea…
TD Cowen cut its price target on ServiceNow to $185 from $200 while retaining a Buy rating after the company reported quarterly results that TD Cowen called "strong." The research note highlighted modest beats in organic current remaining performance obligations, robust gross margins, and growth in revenue, even as the stock trades well below its p…
