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Seaport Global Securities has shifted its rating for Entegris Inc from Buy to Neutral, citing the stock's significant price increase which appears to have already factored in much of the expected earnings growth for 2026. The firm highlights overvaluation concerns based on current valuation multiples and points to obstacles in organic growth during…
Seaport Global Securities has revised its rating on Materion Corporation (NYSE:MTRN) from Buy to Neutral, citing that the current stock price incorporates expected strong earnings growth. The firm highlights continued strength in specific divisions alongside valuation metrics suggesting overextension in price.
Seaport Global Securities has elevated Stepan Company's (NYSE:SCL) stock rating from Neutral to Buy, anticipating improved earnings continuity and margin expansion driven largely by the increased productivity of the Pasadena alkoxylation facility. Despite a recent earnings shortfall and ongoing operational adjustments, the company's strategic initi…
BMO Capital has increased its price target for Halliburton to $39 from $36, while maintaining a Market Perform rating after the company posted strong Q4 2025 earnings. Halliburton's revenue is expected to slightly decline in 2026 before resuming growth in 2027. Other financial institutions issued varying outlooks, reflecting cautious optimism about…
Benchmark has upheld a Buy recommendation and a $15 price target on USA Rare Earth's stock, following the company’s recent updates on its Round Top mine initiative in Texas and its expansion plans in Europe. Despite the stock trading above this price, the current valuation appears elevated relative to Benchmark's assessment. The company’s collabora…
BMO Capital has reaffirmed its Outperform rating on Permian Resources Corporation, setting a $21.00 price target that suggests a significant upside potential based on the current market price. The firm updated its financial estimates, projecting incremental improvements in earnings and operational performance, supported by recent corporate reorgani…
BMO Capital has adjusted its price target for ProLogis to $123 from $119, maintaining a Market Perform rating while highlighting improving earnings and positive industrial market fundamentals. The company reported strong Q4 2025 results, with earnings significantly surpassing expectations. Challenges include high valuation premium and changes in ma…
Morgan Stanley forecasts selective growth in Latin American retail and eCommerce sectors in 2026, driven partly by upcoming interest rate reductions in Brazil. However, overall consumption remains subdued, constraining broad recovery. The firm emphasizes stock-specific opportunities over general consumption trends, maintaining overweight ratings on…
Israel intends to control the flow of Palestinians through the Rafah crossing with Egypt, aiming to allow more to leave Gaza than to enter. This strategy comes as the key border is set to reopen next week under a U.S.-backed transitional Palestinian administration, part of a broader effort to advance the phases of a ceasefire agreement. Details of …
Benchmark reaffirmed its Buy rating and a $40 price target for CSX following the railroad company’s fourth-quarter earnings release. Despite missing earnings estimates and ongoing challenges in revenue growth, the company’s management projects modest revenue increases and improved operating efficiency in 2026, underpinned by substantial cost-saving…
Benchmark has reaffirmed its Buy rating and $42 price target for IMAX Corporation (NYSE:IMAX) following impressive fourth-quarter results and positive indicators for 2026 box office revenue. Driving momentum is the successful international rollout of "Avatar: Fire and Ash" and the introduction of new releases along with varied content offerings, po…
Seaport Global Securities has revised its outlook on Cleveland-Cliffs (NYSE:CLF), moving the stock rating from Buy to Neutral due to the share price surpassing the firm’s $13 target. Although the company starts 2026 with strengthened fundamentals and market conditions, significant debt and projected negative earnings maintain investor caution. An u…
Benchmark has reaffirmed its Buy rating on Abbott Laboratories with a $145 price target, anticipating a 33% rise from current levels. The healthcare giant posted tepid fourth-quarter results, largely due to softness in its Nutrition Products division, but remains hopeful about recovery driven by contract wins and product launches scheduled for 2026…
BMO Capital has lifted its price target for BrightSpring Health to $46 from $40 while retaining an Outperform rating, citing accelerated expansion in its specialty business and impressive recent financial performance. The stock has experienced substantial gains since its IPO, supported by a strong competitive position in pharmaceutical distribution…
RBC Capital has increased its price objective for GH Research PLC to $40 from the previous $33 while maintaining an Outperform rating, reflecting heightened confidence in the company's GH001 depression treatment. The adjustment comes after engagements at the Psychedelics Symposium and updated drug pricing assumptions parallel to Spravato, further b…
Benchmark has increased its price target for Hub Group from $40 to $50, maintaining a Buy stance. The adjustment centers on a five-year earnings valuation outlook, signaling confidence in Hub Group's long-term profitability amidst current market headwinds such as slowing intermodal volumes and margin compression in brokerage operations. Other firms…
RBC Capital has increased its price target for Northern Trust to $159 from $139, maintaining an Outperform rating following the company's strong fourth-quarter 2025 results. With solid revenue growth, positive operating leverage, and strategic medium-term goals, Northern Trust has shown resilience in profitability. The firm's stable dividend track …
Benchmark has increased its price target for Knight-Swift Transportation to $65 from $60, reaffirming a Buy rating. The company is well-positioned as the largest for-hire truckload carrier, expected to benefit from a market recovery. Despite some near-term softness in truckload services, structural cost efficiencies and operating leverage offer pro…
Futures for Canada's primary stock index remained largely unchanged as the S&P/TSX composite closed near its all-time highs, buoyed by a rally in gold prices driven by geopolitical tensions and trade developments. While U.S. futures retreated after a disappointing earnings report from Intel and renewed global uncertainties, Canada's materials secto…
Morgan Stanley anticipates that Tesla's potential Full Self-Driving (FSD) approval in China as soon as February could act as a catalyst for companies involved in autonomous driving technology. The institution highlights four key stocks expected to gain from accelerated adoption and regulatory support, while cautioning on data and regulatory challen…
Cantor Fitzgerald has adjusted its price target on ServiceNow downwards from $240 to $200, citing valuation multiple contraction across the software industry and recent market performance. Although the stock trades close to its 52-week low and below market benchmarks year-to-date, the analyst firm retains an Overweight stance, indicating confidence…
Compass Point has adjusted its price target for Coinbase Global Inc. to $190 from $230 while keeping a Sell rating, anticipating a revenue shortfall in the fourth quarter. The firm highlights concerns over the declining stablecoin revenue anticipated in early 2026, coupled with stalled progress on key legislation affecting the company. Other analys…
RBC Capital has maintained its Outperform rating on Intuitive Surgical (NASDAQ:ISRG) with a price target set at $650.00, following the company’s robust earnings and revenue performance in 2025. Analysts cite the firm’s solid 22.18% revenue growth and favorable positioning for further expansion within the surgical robotics market. While valuations p…
GE Aerospace reported adjusted EPS of $1.57 and revenue of $11.87 billion for Q4 2025, outperforming analyst forecasts and demonstrating significant year-over-year growth in its Commercial Engine Services unit. However, the stock fell about 7% following the announcement, with analyst RBC Capital maintaining an Outperform rating and $355 price targe…
Cantor Fitzgerald has reaffirmed its Overweight rating on Corvus Pharmaceuticals following encouraging Phase 1 cohort 4 results for their atopic dermatitis drug, soquelitinib. This optimism contributed to a significant rally in the stock price, which approached its yearly highs. Updated projections indicate a doubling in the likelihood of treatment…
