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.
BofA Securities reduced its price target on monday.com Ltd. to $157 from $195 while retaining a Neutral rating, citing the risk that the company could issue conservative 2026 revenue guidance when it reports fourth-quarter results on February 9, 2026. The stock, trading near $126 and close to its 52-week low, has seen steep declines in recent month…
Goldman Sachs cut its price target on Roper Industries to $440 from $477 while retaining a Buy rating, following a fourth-quarter 2025 results release that left some segments shy of expectations. The stock has dropped sharply in recent days and Roper issued FY2026 guidance that implies moderate organic growth, with analysts adjusting forecasts and …
BofA Securities trimmed its price target on United Rentals to $1,020 from $1,050 following the company’s fourth-quarter results, but kept a Buy rating. The update follows a slight EBITDA miss, softer fleet productivity and a modest downward revision to 2026 EBITDA midpoint, even as United Rentals raised its dividend, reported record Q4 2025 revenue…
Morgan Stanley has reaffirmed an Overweight rating and $250 price target on Nvidia, citing stronger-than-expected market checks across the artificial intelligence ecosystem. The firm argues concerns about market-share losses are exaggerated and sees the company positioned to outperform as it addresses financing questions around frontier model devel…
Telsey Advisory Group trimmed its price objective for Ethan Allen Interiors Inc. (ETD) to $27 from $28 and held a Market Perform rating following the furniture maker's mixed second-quarter fiscal 2026 results. The company posted a quarterly EPS of $0.44, above the $0.38 forecast, and delivered a stronger-than-expected operating margin, while total …
BMO Capital has raised its price objective on Meta Platforms Inc. to $730 from $710 while retaining a Market Perform rating. The firm cited stronger-than-expected fourth-quarter 2025 results, favorable first-quarter 2026 revenue guidance and early returns from large-scale artificial intelligence investments as the basis for the increase. Meta is no…
Federal immigration agents in Minneapolis are operating under revised internal guidance that limits engagement with protesters and focuses enforcement on immigrants with criminal records, a shift coming as senior administration messaging has been inconsistent and a federal judge sharply criticized the agency for widespread violations of court order…
AngloGold Ashanti has become the cleanest way to play the recent gold rally: production growth, record free cash flow, and strategic M&A have pushed the stock to a new 52-week high. The technicals show bullish momentum but also an overbought short-term reading. This trade idea buys strength with a disciplined stop at $98 and a mid-term target of $1…
Urban Outfitters (URBN) combines a debt-free balance sheet, $402.7M in free cash flow and accelerating brand performance into a tradeable long: entry $69.61, target $82.00, stop $62.00. Valuation is reasonable (P/E ~13, EV/EBITDA ~8.5) and the stock trades well below this cycle's highs, leaving room for a re-rate if top-line momentum and subscripti…
Russia urged restraint on Thursday and said diplomatic channels between Tehran and Washington remain open, warning that any use of force against Iran would have grave consequences and could trigger widespread instability across the Middle East. Kremlin spokesman Dmitry Peskov made the comments a day after U.S. President Donald Trump called on Iran …
Werner Enterprises has purchased privately held dedicated carrier First Enterprises, Inc. (FirstFleet) in a cash deal reported near $250 million, with total consideration including real estate reported around $283 million. The acquisition raises Werner’s share of dedicated trucking revenue and is expected to boost 2026 revenue projections and dilut…
BofA Securities increased its price objective on Brookdale Senior Living to $15.50 from $13.00 and maintained a Buy rating after the operator preannounced fourth-quarter results and offered 2026 guidance ahead of its investor day. The raise reflects greater confidence in Brookdale's path to mid-teens core EBITDA growth and leverage reduction, despi…
Stifel raised its price target on Viavi Solutions to $24 from $20 and maintained a Buy rating after the company reported fiscal second-quarter 2026 results that beat consensus across revenue, adjusted operating margin and adjusted EPS. Strong data center demand helped the Network and Service Enablement segment, while Optical Security and Performanc…
BofA Securities raised its price target for VF Corp. (VFC) to $15.00 from $14.00 while maintaining an Underperform rating. The firm boosted fiscal 2026 and 2027 EPS estimates following a third-quarter earnings beat, but its target remains below InvestingPro's Fair Value calculation. VF reported better-than-expected results for Q3 2026 and issued mo…
BofA Securities raised its price target on PPG Industries to $118 from $116 while retaining a Neutral rating, citing signs that the company is fostering an environment conducive to organic growth. The decision follows mixed fourth-quarter results that showed revenue and organic sales gains but an earnings-per-share miss and ongoing margin pressure …
BofA Securities raised its price target on C.H. Robinson Worldwide to $225 from $188 and kept a Buy rating after the logistics provider reported fourth-quarter 2025 adjusted EPS of $1.23, beating both BofA and consensus estimates. The bank singled out the company's use of agentic AI and productivity improvements as drivers of margin expansion and m…
BofA Securities trimmed its price target on AXIS Capital to $115 from $119 while leaving the stock at Neutral after the insurer posted fourth-quarter 2025 results that surpassed both BofA and consensus forecasts. The beat was attributed to lower catastrophe losses, favorable reserve development and a reduced quarter tax rate, but was partly offset …
BofA Securities raised its price target on Meta Platforms Inc. to $885 from $810 while maintaining a Buy rating. The upgrade reflects analyst Justin Post's view that Meta is extracting stronger returns from artificial intelligence compared with peers, is building a self-funded infrastructure platform, and is on track for positive free cash flow in …
Morgan Stanley raised its price target on IBM to $304 from $252 while keeping an Equalweight rating, citing stronger-than-expected free cash flow in 2025 and fourth-quarter outperformance driven by Enterprise License Agreement renewals and mainframe strength. IBM reported EPS of $4.52 and revenue of $19.7 billion for Q4 2025, beating consensus, and…
U.S. stock futures ticked up as investors digested a fresh wave of AI-driven spending announcements from major technology firms and the Federal Reserve’s expected decision to keep interest rates unchanged. Meta and Tesla moved higher in premarket trading on expanded capital plans, while Microsoft retreated after cloud revenue disappointed. The Fed …
Meta surged after Q4 strength and looks set to extend gains as AI tailwinds roll through its ad and infrastructure businesses. Valuation is reasonable given free cash flow strength and low leverage. This trade plan targets $900 over the next 180 trading days with a strict stop at $640 to respect the technical picture and protect against macro-drive…
BMO Capital raised its price target on Houlihan Lokey (HLI) to $211 from $209 while keeping an Outperform rating, after the investment bank reported fiscal third-quarter 2026 results that exceeded analyst expectations. Adjusted EPS of $1.94 topped BMO's $1.86 estimate and consensus projections; revenue of $717 million also surpassed forecasts. BMO …
Canaccord Genuity lowered its price target for Tesla to $520 from $551 while retaining a Buy rating. The firm adjusted its valuation model, applying roughly a 46x multiple to a reduced 2028 non-GAAP EPS estimate of $11.30. Canaccord frames Tesla as a play on the convergence of AI, robotics and energy decarbonization and notes the company’s vertical…
BTIG maintained its Buy rating and $9,022 price target on NVR Inc. after the homebuilder reported fourth-quarter 2025 results that outpaced analyst forecasts. The company posted an EPS of $121.54, driven by higher homebuilding revenue and disciplined SG&A, while orders and absorption showed unexpected resilience. BTIG has raised its 2026 and 2027 E…
BTIG reaffirmed its Buy rating on Carvana and held a $535 price target despite heightened market scrutiny over the company's relationship with DriveTime. The broker disputes several technical claims underpinning recent allegations and highlights continued analyst support and positive price-target revisions from peers.
