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.
Piper Sandler increased its price target on Ulta Beauty to $775 from $615 and kept an Overweight rating after factoring in the company’s recent acquisition of Space NK and signs of steady underlying demand. The research firm highlighted limited brand overlap between Ulta and Space NK and updated its model to fold the new asset into Ulta’s longer-te…
Piper Sandler raised its price target on Byline Bancorp (NYSE:BY) to $37.00 from $35.00 and retained an Overweight rating following stronger-than-expected fourth-quarter results. The firm pointed to net interest margin expansion, higher core fee income and an improving capital position as reasons for boosting earnings estimates and valuation assump…
Intellia Therapeutics saw its stock rise sharply after the FDA lifted a clinical hold on the company’s MAGNITUDE-2 Phase 3 study of nexiguran ziclumeran (nex-z) for hereditary transthyretin amyloidosis with polyneuropathy (ATTRv-PN). The removal of the hold allows patient enrollment to restart and prompts a modest increase in the trial's target siz…
Scotiabank has reduced its 12-month price target on Datadog to $180 from $217 while retaining a Sector Outperform rating. The bank’s fieldwork points to significant revenue exposure to OpenAI and anticipates stronger top-line growth in 2026 than management guidance. Multiple other brokerages have issued recent positive notes and price targets, refl…
TD Cowen's latest solar industry survey points to a better-than-expected fourth quarter in 2025 for the U.S. residential solar market and an optimistic demand outlook for 2026. The report underscores rising storage attachment rates, a shift toward prepaid lease products after the 25D tax credit elimination, and potential share gains for firms with …
Bernstein SocGen Group raised its price target on United Airlines to $136 from $129 while keeping an Outperform rating, citing stronger top-line momentum and resilient premium revenue streams. The move follows United's fourth-quarter 2025 adjusted diluted EPS beat and guidance for 2026 that sits above consensus; other brokerages have also increased…
TD Cowen increased its price target on Baker Hughes to $64 from $55 while retaining a Buy rating following stronger-than-expected fourth-quarter EBITDA and guidance that matched forecasts. The firm highlighted outperformance versus the Oil Services ETF, solid order trends, and healthy free cash flow as underpinning the move. Multiple peers have als…
Raymond James raised its price target on Solaris Energy Infrastructure (SEI) to $65 from $60 and reiterated an Outperform rating, pointing to the company's shift into power generation and a growing operated gas turbine fleet. The firm emphasized strong recent revenue growth, a partially contracted pro forma fleet and valuation metrics that it views…
Piper Sandler lowered its price target on Roblox Corp. to $125 from $180 while keeping an Overweight rating, citing the need for more conservative estimates beginning in the second half of 2027. The firm projects robust near-term user and bookings growth but has reduced fiscal 2027 and 2028 bookings forecasts. Other broker views on Roblox vary, wit…
Wedbush raised its price target on Zoom Video to $110 from $95 while keeping an Outperform rating, pointing to stronger adoption of AI features, accelerating ARR growth in key products, and historically low customer churn as justification for a higher multiple. Multiple sell-side firms echoed confidence after Zoom’s latest quarterly results.
Vyome Holdings (NASDAQ:HIND) saw its stock climb 70% following an independent valuation that pegs the company’s lead investigational therapy, VT-1953, at roughly $1 billion contingent on successful Phase 3 results. The analysis, commissioned by Vyome and produced by Destum Partners, models a U.S. total addressable market near $2.2 billion and forec…
Copper has entered a consolidation phase near $13,000 per metric ton after a strong run-up, with higher prices dampening Chinese demand and rising inventories applying short-term pressure. UBS strategists point to tariff-related risks and ongoing mine supply disruptions as key supports for elevated prices, while noting seasonal and speculative dyna…
Nebius (NBIS) is acting like a classic AI infrastructure momentum name: headline-driven volatility on top of a simpler underlying engine - demand for GPU capacity. With shares back near a key support zone around the mid-$90s and short interest elevated, the risk-reward favors a defined long trade as long as $91 support holds. This is not a ‘sleep w…
Corning's stock climbed 6% after a CNBC report that Meta Platforms will invest up to $6 billion in the company's fiber-optic cable technology through 2030. The investment is intended to support Meta's expanding AI data center footprint. Corning CEO Wendell Weeks disclosed the arrangement during an interview at the firm's Hickory, North Carolina man…
HCA Healthcare projected 2026 adjusted profit above analysts' consensus after reporting quarterly results that topped per-share expectations amid solid demand for medical services. The operator highlighted higher utilization of government insurance, a mixed surgical volume performance, and authorized a sizable share buyback.
RBC Capital reiterated its Outperform rating on Valvoline (NYSE: VVV) and maintained a $44.00 price target, citing what it views as conservative fiscal 2026 EBITDA guidance as the company integrates Breeze Autocare. RBC projects modest same-store sales growth for the first quarter of fiscal 2026 and expects adjusted EBITDA slightly above consensus.…
Guggenheim has raised its price target on Erasca Inc. to $12.00 from $5.00 while keeping a Buy rating, citing progress on the company's pan-RAS and pan-KRAS inhibitor programs and recent financing activity. The shares have gained sharply over the past six months and trade near their 52-week high. The firm models a 30% probability-of-success-adjuste…
H.C. Wainwright trimmed its price target on AudioEye to $18 from $22 but retained a Buy recommendation. The revision follows preliminary fourth-quarter 2025 results showing steady revenue and rising annual recurring revenue, while the firm flagged potential slower growth in 2026 that could cap near-term share gains.
Lucid Capital Markets began coverage of Ucore Rare Metals (OTC: UURAF) with a Buy rating and a $12.00 price target, citing the company’s patent-pending RapidSX separation technology and progress toward a commercial processing plant. The stock traded at $6.80 at the time of the initiation, which implies roughly 76% upside to the assigned target. Luc…
H.C. Wainwright increased its price target for NeuroPace Inc to $19.00 from $18.00 while keeping a Buy rating, citing improved preliminary results for the fourth quarter and full-year 2025 and the prospect of regulatory approval for an expanded epilepsy indication. NeuroPace reported $26.6 million in preliminary Q4 revenue and roughly $100 million …
Guggenheim has reaffirmed a Buy rating and a $15.00 price target on Cabaletta Bio (NASDAQ:CABA), highlighting a commercial approach centered on outpatient administration for rese-cel, the use of fully automated manufacturing via Cellares, and a no-preconditioning strategy. The firm points to forthcoming clinical GMP readiness data and multiple clin…
RBC Capital retained its Sector Perform rating and $745 price objective on Regeneron Pharmaceuticals in a research note published Tuesday. The firm emphasized 2026 as a year when emerging competitors could meaningfully affect Regeneron’s core franchises, even as several other analysts updated their outlooks after the company’s Eylea prerelease and …
Needham has kept its Buy rating and $140.00 price target on Agilysys Inc following the company’s third-quarter fiscal 2026 results. The hospitality software provider beat revenue and EBITDA expectations on subscription growth, but shares fell in after-hours trading amid guidance that implies a modest deceleration in subscription growth for the four…
H.C. Wainwright raised its price target on Exelixis to $52 from $49 and retained a Buy rating after updating a DCF-based valuation. The move follows Exelixis's fiscal year 2026 guidance, which lays out revenue and expense ranges including product revenue, COGS, R&D and SG&A, and an effective tax rate estimate.
RBC Capital has reiterated an Outperform rating and a $350 price target on IBM, highlighting confidence in the company’s positioning in hybrid cloud and artificial intelligence despite recent valuation and software execution questions. Investors will be focused on IBM’s January 28 earnings report and software revenue components, including managemen…
