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Evercore ISI has reaffirmed an Outperform rating on UnitedHealth Group with a $400 price target after the insurer reported fourth-quarter results. The company posted adjusted Q4 EPS in line with consensus, delivered a slightly better-than-expected medical loss ratio, but showed weaker-than-expected Optum margins driven by Optum Health. Fiscal 2026 …
JPMorgan raised its price target on Amphenol to $185 from $160 and reiterated an Overweight rating, citing Amphenol’s completion of the acquisition of CCS from CommScope. The deal increases Amphenol’s exposure to optical and IT & Datacom markets, with JPMorgan forecasting the latter to reach $12.7 billion by 2026 and management guidance indicating …
Evercore ISI maintained an In Line rating and a $113.00 price target for UPS after the company's fourth-quarter 2025 results showed earnings and revenue ahead of consensus. The delivery giant reported adjusted EPS of $2.38 and consolidated revenue of $24.479 billion, while issuing full-year 2026 revenue and margin guidance that left some analysts c…
Cantor Fitzgerald has begun coverage of Strategy (NASDAQ:MSTR), assigning an Overweight rating and a $213 price objective. The firm characterized the company as a novel BTC-centric operating vehicle and used a sum-of-the-parts valuation that blends projected sales multiples with an assumed Bitcoin price. Recent corporate actions, including dividend…
Cantor Fitzgerald reiterated an Overweight rating and a $76.00 price target on W.R. Berkley following the insurer's fourth-quarter 2025 results. While Q4 diluted EPS of $1.13 was a hair below the firm's $1.14 estimate, Cantor Fitzgerald described the result as "effectively in-line overall." The company reported stronger-than-expected revenue and re…
Nvidia has invested $2.0 billion in CoreWeave at $87.20 per share, boosting its ownership to roughly 9.0%. Stifel retains a Hold rating on CoreWeave stock even as the company reports 235.4% revenue growth over the last year and trades at $98.31. The deal is expected to accelerate up to 200MW of capacity growth by 2030 within CoreWeave's 5GW AI Fact…
JPMorgan cut its price objective for Bullish (NYSE:BLSH) to $42 from $45 while retaining a Neutral rating in advance of the company's fourth-quarter 2025 earnings report scheduled for February 5. The bank modestly increased revenue and profitability forecasts for the quarter after updating its model, citing stronger-than-expected transaction revenu…
Cantor Fitzgerald reaffirmed an Overweight rating on Agilysys Inc (NASDAQ: AGYS) and set a $140 price target after the company reported stronger-than-expected quarterly revenue and raised implied Q4 FY2026 revenue guidance. The price target implies roughly 23% upside from the then-current share price. Agilysys delivered revenue above consensus, sho…
Apple has taken down 28 mobile applications that use artificial intelligence to create nude images from user photos following a report by the Tech Transparency Project (TTP). TTP's January review identified dozens of apps on both Apple’s App Store and Google Play that can sexualize images of fully clothed women; Google has also suspended multiple a…
South Sudan's government has called on opposition forces to stop fighting after a rebel advance and continued clashes in Jonglei state displaced hundreds of thousands and raised fears of a return to large-scale civil conflict. The United Nations says the fighting is at a level not seen since 2017, while the government says its forces have repelled …
Saudi Arabia's equity market closed higher on Tuesday, with the Tadawul All Share index rising 0.99% to reach a new one-month high. Strength in Building & Construction, Real Estate Development and Industrial Investment stocks supported the advance, while mining, paper manufacturing and cement names posted the day’s largest declines. Commodity and c…
Helix Acquisition Corp. III completed its initial public offering at $10 per share, selling 17.25 million Class A ordinary shares and raising $172.5 million. The offering included the full exercise of the underwriters' over-allotment option and was accompanied by a private placement to the company's sponsor. The company, formed as a special purpose…
Helix Acquisition Corp. III completed its initial public offering on January 26, selling 17.25 million Class A ordinary shares at $10 per share to raise $172.5 million in gross proceeds, the company said. The offering included 2.25 million shares issued through the full exercise of the underwriters' over-allotment option. Concurrently, the sponsor …
NextEra Energy reported fourth-quarter adjusted earnings above Wall Street expectations, driven by elevated power demand, robust performance in its renewables business and rate increases at its regulated electric utility. Florida Power & Light contributed stronger net income year-over-year, while federal energy projections point to rising U.S. elec…
JPMorgan has reaffirmed a Neutral rating and a $175.00 price target on Biogen (BIIB) ahead of the company’s 2026 guidance and its fourth-quarter earnings release. The bank expects a measured ramp for Alzheimer’s therapy Leqembi in 2026 due to ongoing logistical challenges, while noting an anticipated late-May approval for subcutaneous induction tha…
JPMorgan has reaffirmed an Overweight rating on Walt Disney Co. and kept a $138.00 price target ahead of the company's fiscal first-quarter results due February 2, citing stronger segment-level results, franchise box-office success and an earlier-than-expected resolution of a carriage dispute. The firm raised certain operating and earnings estimate…
Scotiabank has initiated coverage of CGI Group Inc with a Sector Perform rating and a C$140.00 price objective. The bank cites the company’s exposure to discretionary IT spending in its Consulting business as the primary reason for a neutral stance, while noting valuation metrics that sit modestly above peer averages. CGI has also announced a globa…
JPMorgan has reaffirmed an Overweight rating on Protagonist Therapeutics (PTGX) and kept a $93.00 price target after a recent pullback in the stock. The firm points to royalty streams tied to Icotyde and rusfertide, an advancing oral IL-17 program and newly disclosed obesity initiatives as central to investor attention. Multiple analysts have also …
JPMorgan reiterated its Overweight rating and $96.00 price target on Vera Therapeutics (NASDAQ: VERA), signaling substantial upside from the stock's current trading level. The firm highlighted atacicept, Vera's lead candidate for immunoglobulin A nephropathy (IgAN), as well positioned in the B-Cell modulator space. The outlook is reinforced by an F…
JPMorgan reiterated an Overweight rating and a $215 price target for ServiceNow (NOW) after speaking with nine partners across the vendor's ecosystem. The bank's channel checks showed a mixed picture versus its prior quarterly survey - an improving outlook for the coming half-year but softer recent federal activity. Partners broadly reported ongoin…
JPMorgan’s Delta One Desk reports a marked rotation away from U.S. equity ETFs last week, with significant inflows into international developed and emerging market ETFs. Sector-level moves favored Materials, Energy, Financials and Healthcare, while Utilities and Consumer sectors saw outflows. Fixed income ETFs recorded above-average inflows led by …
IonQ, Inc. has agreed to acquire SkyWater Technology in a deal that values the foundry supplier at $1.8 billion in equity. The transaction, structured as $15 in cash plus $20 in IonQ stock per SkyWater share for a total of $35 per share, is expected to close in the second or third quarter of 2026 pending shareholder and regulatory approvals. The pu…
JPMorgan increased its price target for Baker Hughes to $60 from $53 and kept an Overweight rating after the company posted stronger-than-expected fourth-quarter results and showed diversified order strength in its Industrial & Energy Technology segment, led by Power Systems. Other banks have also raised targets following the quarterly beat and imp…
Scotiabank has begun coverage of Alithya Group Inc., giving the technology consultancy a Sector Outperform rating and a C$3.00 price target. The bank highlighted Alithya's U.S. organic revenue momentum, which now represents 50% of the company's mix and is growing at double-digit rates. Scotiabank's valuation places a CY2027E EV/EBITDA multiple of 5…
Boeing reported a fourth-quarter net profit of $8.22 billion, driven primarily by the sale of its navigation software services business and the reacquisition of Spirit AeroSystems. The quarter also included a $565 million charge to the KC-46 tanker program. Despite generating $375 million in cash in the quarter, Boeing ended the year with a $1.9 bi…
