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 Amer Sports to $49 from $46 and reiterated a Buy rating, even as the company’s recent earnings and increased selling, general and administrative costs have pressured the stock. Management is accelerating investment in the Salomon brand, and Truist views 2026 as a potential inflection year despite near-te…
TD Cowen increased its price objective on Supernus Pharmaceuticals to $65 from $60 and kept its rating unchanged, citing easing Onapgo supply constraints and sustained patient demand that support Qelbree's momentum. Supernus reported fourth quarter revenue of about $212 million, a 22% increase aided by a $15 million regulatory milestone, and projec…
TD Cowen reduced its price objective on American Tower to $225 from $235 while retaining its buy recommendation. The firm pointed to robust fourth-quarter 2025 performance but flagged weaker initial 2026 guidance after removing DISH from the outlook and accelerated tenant churn, concentrated in Latin America. Cowen expects 2026 to be a trough year …
Truist Securities increased its price target on Astronics (ATRO) to $107 from $75 while maintaining a Buy rating, citing greater confidence in sustained aerospace operating margins and upside from rising aircraft production rates and spare parts sales. The firm now models aerospace margins of 17.9% for 2026 and 18.8% for 2027, up from prior estimat…
Truist Securities reaffirmed a Buy rating and a $283.00 price target on Advanced Micro Devices Inc. following the company’s announcement of a strategic multi-year partnership with Meta to deploy up to 6 gigawatts of Instinct GPUs beginning in the second half of 2026. The stock has risen 106% over the past year to $213.51, and analysts see further u…
TD Cowen increased its price objective on Axon Enterprise to $950 from $925 and kept its coverage rating, citing a 53% jump in fourth-quarter bookings and fiscal 2026 revenue guidance that exceeded consensus. The company also laid out aggressive fiscal 2028 targets and reported strong margins, prompting multiple firms to adjust price targets amid c…
Stifel reduced its price target on Clarivate Plc shares to $6.00 from $7.00 while keeping a Buy rating, following the company's decision to begin a sale process for its Life Sciences unit. The stock, trading at $2.43, has rallied 32% over the past week despite a year-to-date decline of 47%. Stifel said the Life Sciences division is expected to retu…
Freedom Capital Markets raised its price objective on Middlesex Water (MSEX) to $55 from $52 while retaining a Hold recommendation. The firm folded stronger-than-expected fourth-quarter 2025 results driven by improved cost efficiency into its model and reflected a revised capital expenditure plan that accelerates regulatory asset base growth in 202…
Netflix stock advanced after Paramount Skydance increased its takeover offer for Warner Bros. Discovery to $31 per share. Traders weighed whether Netflix would lift its competing bid, while analysts say WBD shares may not move much unless management signals worsening linear declines that would force Netflix to escalate its offer.
The U.S. Department of Energy has offered $26.54 billion in financing to subsidiaries of Southern Co to strengthen grid reliability and expand generation capacity across Georgia and Alabama. The funding - the largest ever issued by the department's loan office - covers upgrades and additions across generation, nuclear, hydro, battery storage and tr…
Diageo slashed its annual sales guidance and trimmed its dividend after reporting a marked fall in U.S. spirits sales for the six months ended Dec. 31. High-end tequila brands were singled out as being affected by consumers trading down, and weakness in North America and China outweighed gains in Europe and Latin America. The company’s London-liste…
Freedom Capital Markets moved Burke & Herbert Financial Services Corp. (NASDAQ: BHRB) from Buy to Hold and increased its price target to $74 from $72, after incorporating the December all-stock merger with LINKBANCORP, Inc. into its valuation beginning in Q2 2026. The firm based the revised target on a five-year discounted cash flow model using a F…
Truist Securities increased its price objective for Centene Corp. to $49 from $47 and kept a Buy rating, pointing to margin improvement opportunities across business lines and positive takeaways from management meetings. The stock trades at $43.31, leaving room to the new target, while other analysts have nudged earnings estimates higher ahead of t…
Stifel raised its price objective on Atlas Energy Solutions Inc. (NYSE: AESI) to $14 from $13 and maintained a Buy rating following fourth-quarter 2025 results that outpaced both the firm’s estimates and consensus on EBITDA. The brokerage said company commentary and guidance were consistent with expectations after adjusting for a weather-driven hea…
BMO Capital trimmed its price target on Workday to $182 from $204 but kept an Outperform rating, citing uncertainty around durable growth as generative AI and agentic capabilities evolve. The stock trades near its 52-week low, and several other brokerages have also reduced targets following fiscal 2027 guidance that fell short of expectations.
Stifel elevated its 12-month price target on CAVA Group Inc to $90 from $75 while maintaining a Buy rating, pointing to robust fourth-quarter results and encouraging 2026 guidance. The stock has traded higher, and management reports that first-quarter-to-date comparable sales accelerated beyond the companys 3-5% 2026 guidance range. Multiple other…
Jefferies downgraded Oddity Tech Ltd (ODD) to Hold from Buy and reduced its price target to $18 from $64, citing near-term pressure from a major advertising partner's algorithm change that has driven a projected 30% year-over-year decline in first-quarter revenue and limited management's ability to issue guidance.
Truist Securities has reaffirmed a Buy rating on Addus HomeCare (ADUS), holding its price target at $135 after citing robust fourth-quarter results, margin improvement and notable growth in Personal Care and Hospice. The firm raised its estimates for the company while pointing to rate momentum in select states, ongoing home health initiatives and a…
Major U.S. defense contractors saw share prices fall materially on Wednesday after reports that Iran expects a favorable outcome from a third round of nuclear talks with the United States. The market reaction followed comments from Iranian officials and the departure of an Iranian delegation to Geneva, where meetings with U.S. representatives are s…
BMO Capital has halved its 12-month price target on Evolent Health to $3.50 while keeping an Outperform rating, citing a Q4 EBITDA beat but stressing that the company must demonstrate consistent execution to justify steep 2026 guidance. Other sell-side moves and enrollment risks add pressure on the managed-care software and services provider.
DA Davidson raised its price target on Primoris Services Corporation (PRIM) to $180 from $150 and maintained a Buy rating, citing growth opportunities in gas power and pipelines despite margin pressure from select solar projects. The company posted a fourth-quarter 2025 earnings and revenue beat, yet its stock fell sharply in premarket trading.
DA Davidson cut its price target on MongoDB to $385 from $465 but maintained a Buy rating, pointing to a still-rich valuation and softer peer multiples. The firm expects strong fourth-quarter results driven by Atlas revenue accelerating above consensus, and says even modest further upside in Atlas growth or strong fiscal 2027 guidance would likely …
DA Davidson cut its price target on Workday to $125 from $250 while retaining a Neutral rating after the company posted results in line with expectations but provided fiscal 2027 guidance that disappointed revenue and profitability forecasts. The firm cited volatile net new demand despite Workday’s role as a critical system of record and said it wi…
D.A. Davidson reaffirmed a Buy rating and maintained a $48.00 price objective on Douglas Dynamics (PLOW) after the company reported fourth-quarter 2025 results that handily outpaced internal forecasts and consensus estimates. Management set 2026 guidance calling for mid-point growth above 10% for revenue, EBITDA and EPS, supported by momentum in bo…
Newmont (NEM) has been hammered alongside metal prices, but the company's free cash flow, low leverage and production profile argue for a controlled long trade. This is a mid-term trade idea: enter near current levels, target a retest of the recent high, and use a hard stop below visible support. The plan assumes gold stabilizes or recovers modestl…
