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.
Regeneron Pharmaceuticals reported fourth-quarter adjusted earnings that exceeded analyst expectations, driven by robust demand for the eczema medication Dupixent. While Dupixent sales climbed substantially, Eylea revenue fell sharply amid competitive pressures and regulatory delays tied to a manufacturing facility. Sanofi warned that Dupixent will…
Goldman Sachs began coverage of Kerry Group with a buy recommendation, assigning a 12-month target price of €95 versus an initiation price of €73.45 and highlighting a recent multi-year portfolio transformation that left Kerry as a pure-play ingredients supplier. The report points to improved margins after the divestiture of Dairy Ireland, a heavy …
H.C. Wainwright raised its price target on Protagonist Therapeutics to $117.00 from $80.00 and retained a Buy rating, citing the commercial and financial implications of a rusfertide New Drug Application submitted by Takeda and Protagonist. The firm expects the company will likely opt out of a profit-sharing arrangement, unlocking substantial upfro…
H.C. Wainwright increased its price target for Praxis Precision Medicines Inc. (PRAX) to $1,245 from $340 while keeping a Buy rating, citing higher peak sales expectations for ulixacaltamide and relutrigine. The firm highlights relutrigine as a potential broad-use therapy with projected peak sales of $6.8 billion and points to forthcoming clinical …
Mizuho lowered its price target on Royal Caribbean Cruises (RCL) to $379 from $381 but maintained an Outperform rating after the company reported a weak first-quarter performance in the Caribbean that appears contained. The firm noted several constructive signals, including better-than-expected full-year cost and yield guidance, higher EPS guidance…
H.C. Wainwright increased its price target on Perspective Therapeutics Inc (NYSE: CATX) to $12.00 from $10.00 and kept a Buy rating, citing clinical data and a reduced competitive field following Sanofi's deprioritization of its SSTR2-targeted radioimmunotherapy. Perspective's shares traded at $4.26 after a one-week gain of 57.2%, and analyst targe…
H.C. Wainwright reduced its fair-value target for Inuvo Inc. (INUV) to $6.00 from $10.00 while keeping a Buy rating after the company reported preliminary fourth-quarter 2025 revenue that materially missed consensus. Management has signaled a strategic shift toward a technology-focused, higher-margin platform and installed Rob Buchner as Chairman a…
H.C. Wainwright raised its price objective on Alnylam Pharmaceuticals to $510 from $470 and kept a Buy rating, pointing to the scaling of the company’s TTR franchise and its multi-year strategic roadmap as drivers. The firm adjusted forward estimates to reflect post-launch normalization, higher sustained R&D spending and conservative margin assumpt…
Mizuho lowered its price target for Tractor Supply Company to $58 from $65 while keeping an Outperform rating, pointing to a "clear shift in management’s tone" on the rural economy and noting renewed promotional activity. The move follows a fourth-quarter 2025 earnings shortfall and a string of target cuts from peer research firms.
Needham upgraded Globus Medical (NYSE: GMED) from Hold to Buy and set a $112 price target after the company released preliminary fourth-quarter 2025 revenue figures. The firm highlighted margin expansion -- citing an estimated 20% EBITDA margin at Nevro and further margin gains in 2026 -- as a driver of upside to 2026 EPS, while other analysts also…
H.C. Wainwright lowered its price objective on Nouveau Monde Graphite Inc. (NMG) to $5.50 from $7.50 while retaining a Buy rating. The firm attributed the reduction primarily to dilution from a recent equity raise and to a revised first-production estimate now expected in the first half of 2028. The revised discounted cash flow analysis produces a …
H.C. Wainwright increased its price objective for DRDGOLD Ltd. (NYSE: DRD) to $46.50 from $36.25 while retaining a Buy recommendation. The firm pointed to recent gold price strength, an upgraded NAV multiple, and continued investor interest in DRDGOLD’s Vision 2028 Initiative as the bases for the change. Market data show the stock has risen sharply…
Morgan Stanley forecasts the euro-dollar rate to climb to 1.23 in the second quarter of 2026, attributing recent dollar weakness to atypical catalysts rather than interest-rate gaps. The bank cautions that while a firmer euro boosts European asset returns in constant currency terms, it will weigh on local earnings through translation effects, reduc…
Canaccord Genuity has reiterated a Buy rating on Stryker (SYK) and assigned a $435 price target following the company’s robust quarterly results. The target implies notable upside from the stock's current level, while other analysts' targets span a wide range. Stryker reported double-digit growth across multiple business segments, strengthened its …
SoFi Technologies reported a jump in fourth-quarter profit driven by robust loan demand and rapid expansion of fee-based financial services. The fintech's financial services revenue climbed sharply, while total loan originations reached a record $10.5 billion. CEO Anthony Noto said member credit performance remained in line with expectations, and w…
President Donald Trump announced the selection of former Federal Reserve governor Kevin Warsh to succeed Jerome Powell when Powell leaves the Fed in May. The nomination follows months of public vetting of several contenders. Markets showed muted volatility with the dollar giving up some gains, Treasury yields rising and U.S. stock futures pointing …
Leaders of the largest aircraft lessors told a Dublin conference that despite transatlantic tensions and volatile markets the industry remains unusually resilient. With tariff-free mobility for most jets preserved and a heavy backlog of new aircraft from Boeing and Airbus, lessors control much of next decade's deliveries, underpinning lease rates, …
BMO Capital has upheld its Market Perform rating and $25.00 price target on Olin (NYSE: OLN) after the company's fourth-quarter 2025 results. The bank points to improving free cash flow and ongoing cost-reduction efforts while warning that base earnings must stabilize amid continuing operational and macroeconomic headwinds that weighed on Q4 perfor…
Leerink Partners raised its price target on Gilead Sciences to $146 from $114 while keeping an Outperform rating, pointing to strong early commercial adoption of Yeztugo (lenacapavir for PrEP) and a bolstered HIV pipeline. The firm expects positive commentary at Gilead's upcoming fourth-quarter 2025 results and highlighted 2026 regulatory milestone…
Jefferies lowered its recommendation on Orion Oyj from buy to hold, concluding that the market has largely priced in the positive commercial momentum for prostate cancer therapy Nubeqa. While the broker increased its peak sales estimate for the drug, patent-related risks, anticipated class-wide generic pressure, and constrained pipeline visibility …
Barclays warns that a softer dollar alongside unexpectedly strong U.S. economic momentum has created a favorable environment for risk assets, boosting global equities and particularly emerging markets, while also flagging growing concentration and tactical risks in the reflation trade. The bank highlights mixed signals from policymakers and notes t…
Oppenheimer increased its price target on Trane Technologies to $468 from $460 and reaffirmed an Outperform rating after the company reported fourth-quarter 2025 results that beat consensus on both revenue and earnings. The quarter featured robust enterprise bookings and a backlog that extends into fiscal 2027, supporting visibility for Commercial …
Goldman Sachs trimmed its price target on The Blackstone Group to $158 from $166 and maintained a Neutral rating. The bank projects double-digit growth in base management fees and fee-related earnings (FRE) through 2028, anticipates FRE margins rising above 60% by 2028 despite elevated near-term operating expenses, and adjusted distributable EPS fo…
Carrefour SA shares declined on Friday following a downgrade by Jefferies, which moved the stock from "buy" to "hold" and set a new price target of €14. The broker said much of the value from the retailer's strategic review is now reflected in the share price after a roughly 20% re-rating since mid-2025 driven mainly by asset disposal discussions r…
TD Cowen raised its price target on Southwest Airlines to $50 from $42 while maintaining a Hold rating. The revision follows management's positive guidance for fiscal 2026 and sits near the airline's current market price. Market reactions, recent earnings beats on EPS but a revenue shortfall, and a separate analyst upgrade have all contributed to i…
