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.
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.
BMO Capital raised its price objective on C.H. Robinson to $180 from $160 while retaining a Market Perform stance. The logistics firm is trading near its 52-week high after strong one-year returns. Analysts point to productivity gains and segment-level volume growth, but valuation metrics and a revenue shortfall in the latest quarter keep expectati…
BMO Capital reduced its 12-month price target on ServiceNow to $170 from $175 while retaining an Outperform rating. The firm described the company's fourth quarter as "solid if unspectacular," noted subscription revenue guidance roughly in line with consensus for fiscal 2026 (excluding M&A), and highlighted 25% year-over-year monthly active user gr…
BMO Capital has reiterated an Outperform rating and a $120 price target on Disc Medicine (IRON), citing three pillars of confidence in the likelihood of regulatory approval for the company's lead candidate, bitopertin. The firm sees a meaningful upside from current prices and assigns a 60% probability of success, while other analysts also maintain …
BMO Capital increased its price target on GE Vernova (GEV) to $785 from $780 while keeping an Outperform rating, citing robust gas turbine bookings and service agreements that left the company with 83 gigawatts in commitments at year-end. The firm highlighted the company’s guidance increases for fiscal 2026 and 2028 tied to the forthcoming Prolec a…
BMO Capital reduced its Microsoft price target to $575 from $625 but kept an Outperform rating, citing Azure growth that fell short of investor expectations and higher cash capital expenditures that could constrain free cash flow. The firm nonetheless noted continued strength in commercial bookings and remaining performance obligations, and adjuste…
BMO Capital raised its 12-month price objective for IBM to $350 from $305 while retaining a Market Perform rating. The firm pointed to robust Data segment growth and free cash flow that offset weakness in Red Hat and Consulting, and described fiscal 2026 revenue guidance as in line with expectations and FCF guidance as above expectations.
The U.S. Food and Drug Administration has placed clinical holds on Regenxbio's investigational gene therapies RGX-111 and RGX-121, citing a neoplasm found in a pediatric patient treated with RGX-111 four years earlier. The announcement prompted a steep drop in the company's stock, raised questions around the timing of a priority review voucher and …
Evercore ISI raised its price target on Lam Research to $275 from $241 while retaining an Outperform rating, citing a stronger-than-expected outlook for wafer fabrication equipment (WFE) spending. Lam Research reported an earnings beat and raised guidance, and multiple other firms have increased their price targets following the results and guidanc…
Goldman Sachs has affirmed a Buy rating on Progressive Corporation with a $230 price target, reflecting about a 14% potential total return. The firm left its EPS projections for 2026-2028 mostly intact, but raised its 2026 Personal Auto policies-in-force growth forecast to 8.1% after strong quarterly growth. Goldman also made modest adjustments to …
Goldman Sachs has maintained a Sell rating on Halozyme Therapeutics with a $58 price target, a mark well below the current share price. The firm’s view reflects concerns about royalty revenue durability beyond 2029, even as Halozyme reported robust near-term growth, raised multi-year revenue guidance and disclosed strategic acquisitions and partner…
Evercore ISI raised its price objective on IBM to $345 from $330 and reaffirmed an Outperform rating after the company's December quarter report. IBM topped revenue and EPS estimates, showed broad-based segment growth, and provided 2026 guidance that Evercore called "fairly conservative." The firm highlighted multiple catalysts that could push resu…
Goldman Sachs reduced its 12-month price target for Las Vegas Sands to $73 from $80 while retaining a Buy rating, citing divergent performance across the operator's regional businesses. Singapore outperformed expectations, but Macau fell short of estimates and saw margin pressure. The company also reported a quarterly earnings and revenue beat for …
Jefferies has maintained a Buy rating on ServiceNow (NOW) with a $175 price target, pointing to robust subscription revenue and high gross margins. The stock, trading near its 52-week low, reported Q4 2025 results that beat consensus on both revenue and EPS. RBC Capital trimmed its price target but kept an Outperform rating amid mixed investor sent…
Indian equity indices finished modestly higher on Thursday, led by gains in Metals, Power and Oil & Gas names. The Nifty 50 rose 0.30% at the close, with the BSE Sensex up 0.27%. Tata Steel and Axis Bank registered fresh all-time highs on both exchanges, while several large-cap discretionary and financial names ended lower. Market breadth favored d…
VEON offers an asymmetric risk-reward: Kyivstar’s operational wins (Starlink Direct-to-Cell scale, solar acquisition) and other regional growth initiatives justify a long trade at current levels given a P/E near 6 and a $3.73B market cap. Actionable plan included.
Shares of British online grocery and technology firm Ocado fell about 10% in London after Sobeys, its Canadian partner, announced it will shut a robotic customer fulfilment centre in Calgary, attributing the decision to weaker-than-expected expansion of Alberta’s online grocery market. Ocado said its Greater Toronto and Montreal sites will stay ope…
The Indian rupee weakened to a fresh record low against the U.S. dollar as demand for dollars linked to maturing non-deliverable forward positions and corporate hedging pushed the pair higher. The currency closed at 91.9550 per dollar after trading down 0.2%, with an intraday low of 91.9850. The Reserve Bank of India is reported to have stepped in …
Microsoft reported quarterly results that topped estimates for revenue, non-GAAP earnings per share, and operating margins, and logged strong year-over-year revenue growth on a trailing 12-month basis. Despite these outcomes and signals of improving margin discipline amid elevated AI infrastructure costs, the stock fell about 6% in after-hours trad…
RBC Capital has increased its price objective on Lam Research to $290 from $260 and reaffirmed an Outperform rating after the company reported a strong December 2025 quarter. The firm raised earnings estimates, citing healthy wafer fabrication equipment demand, market-share gains and management guidance calling for roughly 23% WFE growth in 2026. M…
RBC Capital reiterated an Outperform rating on Fair Isaac (FICO) with a $2,400 price target, implying roughly 57% upside from the current share price of $1,525.67. The firm pointed to a beat in Scores, high gross margins, accelerating Platform ARR and robust ACV growth, while describing VantageScore competition as manageable and flagging the direct…
RBC Capital increased its price target for Nurix Therapeutics to $30 from $28 and retained an Outperform rating, pointing to chronic lymphocytic leukemia (CLL) as a key opportunity for the company's bexicalmab-degrader. The firm described recent company updates as largely unsurprising, highlighted broader potential in immunology and partnered progr…
RBC Capital raised its price target on Brookdale Senior Living (NYSE: BKD) to $17.00 from $13.00 while keeping an Outperform rating, citing an encouraging initial RevPAR outlook and early evidence that management's pricing strategy is gaining traction. The move precedes the company’s Investor Day and follows better-than-expected 2026 guidance. Rece…
RBC Capital reiterated an Outperform rating on Meta Platforms with a $810 price target following the company’s fourth-quarter results and an above-consensus first-quarter outlook. The firm cites revenue strength and AI-driven product initiatives as supports for the investment plan, while noting potential headwinds including likely post-Q1 revenue s…
