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.
Truist Securities raised its price target on Deckers Outdoor to $132 from $115 while reiterating a Buy rating after the company reported stronger-than-expected fiscal third-quarter results. The upgrade reflects accelerated direct-to-consumer sales and healthy U.S. trends for HOKA and UGG, and comes alongside a cluster of analyst target changes afte…
Truist Securities raised its price objective for Lockheed Martin to $695 from $605 while keeping a Buy rating, following the company’s fourth-quarter 2025 results. The research firm pointed to robust growth in the Missiles and Fire Control segment, record backlog levels and improving cash generation as key drivers for the higher target, even as ove…
HSBC downgraded Pinterest Inc. (PINS) from Buy to Hold and reduced its price target to $24.90 from $34.50, citing concerns that the company’s renewed artificial intelligence investment lacks evidence of cost savings or revenue acceleration. The move follows Pinterest’s announcement of a global restructuring to reallocate staff and office space towa…
Shares of Unity Software, Take-Two Interactive and Roblox fell sharply after Alphabet unveiled Project Genie, an experimental AI tool designed to create interactive virtual worlds. The prototype, powered by the Genie 3 world model and being made available to Google AI Ultra subscribers in the U.S., lets users generate and remix immersive environmen…
Benchmark reiterated a Hold rating on Landstar System (NASDAQ:LSTR) after the company's fourth-quarter report showed operational resilience in a difficult freight market, with adjusted EPS of $1.24 matching Benchmark's projection and slightly topping the FactSet consensus of $1.22. The quarter included significant insurance-related charges and an i…
Benchmark raised its price target on C.H. Robinson Worldwide to $205 from $160 while keeping a Buy rating, pointing to the company's limited gross-margin compression and operational efficiencies. The logistics firm posted fourth-quarter 2025 adjusted EPS of $1.23, beating several analyst estimates amid soft freight demand. Several other brokerages …
Benchmark has maintained a Buy rating on Schneider National (SNDR) and set a $31.00 price target even after the carrier missed fourth-quarter adjusted earnings expectations. The quarter's shortfall was driven by weaker operating income in Truckload, led by the Dedicated segment, while management pointed to softer volumes beginning in November and s…
Stilwell Value LLC and affiliated entities, together with Joseph Stilwell, acquired 292 shares of Peoples Financial Corp (NASDAQ:PFBX) on January 29, 2026, at $20.73 per share for a total outlay of about $6,053. The filing shows the reporting group controls more than 10% of the company's common stock through multiple affiliated funds. Market metric…
BMO Capital Markets raised its price objective for Adtalem Global Education (ATGE) to $138 from $125 while retaining an Outperform rating after the company reported stronger-than-expected quarterly results. Growth at the Walden unit, including a timing shift that added $18 million to revenue and adjusted EBITDA, helped offset slower trends at Chamb…
Benchmark raised its price target on Brunswick Corp to $90 from $75 and maintained a Buy rating after the company's fourth-quarter 2025 results, which Benchmark characterized as broadly in line with expectations. Sales outperformed forecasts, operating income came in below, and EPS matched analyst estimates. The stock dipped in pre-market trading e…
Netflix shares are trading more than 35% below their June 2025 high, prompting investor scrutiny around near-term profitability, user engagement trends and the strategic implications of a possible Warner Bros. Discovery deal. Bernstein frames the debate around three core issues: 2026 margin expectations, changes in viewer consumption, and the poten…
Moroccan equities closed lower on Friday, with the Moroccan All Shares index down 1.52%. Gains among select insurers and industrial firms were offset by steep losses in major mining names. Market breadth favored decliners, while oil, gold and currency moves showed mixed signals across commodities and foreign exchange.
TD Cowen raised its target on Western Digital Corp. (WDC) to $325 from $200 while keeping a Buy rating, driven by extended long-term agreements through 2028 and expectations for higher gross margins. The upgrade follows robust revenue and earnings beats, KIOXIA JV extension and mixed analyst responses from peers.
Moderna's pivot away from COVID-only revenues into oncology and a planned flu launch gives it a clearer multi-year path than many vaccine peers. At $44.64 today and a market cap near $17.4B, the risk/reward favors a measured long with defined stops while Novavax remains a qualitative comparator given limited public data in this note.
DA Davidson reduced its price target on Tenable (TENB) to $25 from $32 while keeping a Neutral rating, pointing to lower peer multiples and trimmed free cash flow estimates. The firm still expects solid fourth-quarter results but warned that Tenable's move from multi-year prepayments to annual billings is creating a dislocation between reported rev…
DA Davidson kept a Neutral rating on Apple (AAPL) and set a $270 price target following the company’s fiscal first-quarter 2026 results. Apple beat revenue and profit expectations, driven by accelerated iPhone sales and robust performance in China, but the company signaled supply limitations and ended the quarter with lean inventories. Analyst pric…
DA Davidson reduced its price target on AppFolio to $275 from $325 but left its Buy rating intact after the company’s latest quarterly report showed weaker-than-expected value-added services revenue and cautious 2026 guidance. The stock is trading near its 52-week low, and other brokerages have adjusted targets and maintained mixed outlooks amid so…
DA Davidson has reaffirmed a Buy rating on Snowflake Inc. (NYSE: SNOW), maintaining a $300 price target that implies roughly 50% upside versus the current market price of $200.54. The firm cites selective opportunities in the software sector and highlights Snowflake as better positioned than many peers to withstand sector headwinds. Snowflake repor…
DA Davidson increased its price objective for Cullen/Frost Bankers (NYSE:CFR) to $144 from $136 following fourth-quarter results that outpaced both the firm's forecast and consensus. The broker raised its 2026 EPS estimate, highlighted the bank's sustained record of beating estimates and noted attractive near-term valuation metrics, but left its ra…
Morgan Stanley highlights a set of application software firms it views as well-positioned for 2026, citing resilient growth, platform momentum, and potential upside from AI-enabled product engagement. While broad estimate upgrades remain limited, the firm points to specific opportunities where multiple expansion, product adoption, or operational le…
The U.N. reports that Iran-aligned Houthi forces removed telecommunications equipment and vehicles from at least six unstaffed U.N. offices in Sanaa, undermining essential operational capacity. The action, together with continued restrictions on humanitarian flights and prior detentions of U.N. staff, raises the risk of a worsening humanitarian cri…
Hims & Hers (HIMS) is repositioning from a direct-to-consumer retailer into a multi-service telehealth platform. At about $28.72 today and a market cap near $6.5B, the stock trades at a premium multiple but shows improving unit economics, positive free cash flow, and a large, addressable market in weight management, mental health and primary care. …
Michael Fierman, Investment Adviser Principal at Angel Oak Financial Strategies Income Term Trust (NYSE: FINS), reported a series of purchases that increased his direct stake to 125,420 shares. The trust, with a $439 million market capitalization and a P/E ratio of 8.34, recently traded near its 52-week high as the board postponed the annual shareh…
Nvidia remains the dominant supplier of AI infrastructure with accelerating data-center demand, rare margins and cash generation, and bullish technicals. At roughly $192, the shares offer a compelling risk/reward for a long trade with a $260 target over a 180 trading-day horizon. Valuation is rich on paper, but growth and cash flow justify a discip…
DA Davidson increased its price target for Axos Financial (NYSE: AX) to $112.00 from $107.50 and kept a Buy rating after the company reported stronger-than-expected quarterly results and solid core loan and deposit growth. The stock is trading near its 52-week high and has delivered a notable one-year return, while other brokers also raised targets…
