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.
BofA Securities maintained its Buy rating and $265 price target on Workday following the company’s fourth-quarter report. The quarter showed stronger-than-guided cRPO and operating margins, but guidance for subscription growth and fiscal 2027 revenue and margins fell short of BofA’s estimates. Deal timing in government and healthcare verticals, rei…
Raymond James has maintained an Outperform rating and an $800 price target on Axon Enterprise following the company's three-year guidance. Management set 2028 targets above consensus for revenue, margins, and free cash flow; Raymond James' model is slightly higher than management's revenue goal and assumes continued margin expansion. The stock is t…
Needham has increased its price target on TransMedics Group (TMDX) to $174 from $166 and kept a Buy rating after the company reported fourth-quarter 2025 results that outperformed consensus. Revenue and adjusted EPS exceeded estimates, management issued 2026 revenue guidance above expectations, and operational metrics including case volumes and mar…
Needham lowered its price target on Day One Biopharmaceuticals to $17 from $18 while keeping a Buy rating after the company’s fourth-quarter 2025 earnings call. The adjustment reflects a modest increase in expenses tied to the FIREFLY-2 trial and other pipeline activities. Day One reported robust revenue performance driven by OJEMDA sales, high gro…
Needham cut its price target on CoStar Group to $60 from $80 while keeping a Buy rating, citing a valuation reset despite solid quarterly performance and improving margins. CoStar beat top- and bottom-line expectations in the fourth quarter and posted sizable bookings growth, but its guidance for the coming periods came in below Street estimates an…
Needham reduced its price target for Merit Medical Systems to $101 from $108 while keeping a Buy rating, citing weaker-than-expected guidance for the Wrapsody device. The company reported fourth-quarter 2025 revenue and EPS that beat consensus, delivered margin expansion and stronger free cash flow, and provided 2026 guidance above consensus. Recen…
William Blair maintained a Market Perform rating on First Solar (FSLR) after the solar-panel maker issued 2026 revenue guidance well below analyst expectations. The firm highlighted policy uncertainty and weaker-than-expected backlog as key headwinds. First Solar posted strong year-over-year revenue growth and a fourth-quarter top-line beat, yet it…
The Treasury Secretary announced that BRB is barred from contracting credit operations backed by federal guarantees amid fiscal concerns at its controlling shareholder, the Federal District government. Caixa Economica Federal is not pursuing acquisition or portfolio deals for BRB, and the bank may face more than 5 billion reais in provisioning afte…
OPEC+ is expected to consider a 137,000 barrels-per-day increase in oil output for April, ending a three-month pause in production rises, according to three sources. The move would position Saudi Arabia and other Gulf producers to regain market share as some OPEC+ members face sanctions or operational setbacks. Separately, two sources say Saudi Ara…
Reddit plunged in the recent selloff but reported a strong Q4 (70% revenue growth, adjusted EPS beat). Fundamentals look intact; valuation is cheaper relative to recent highs and momentum indicators show oversold conditions. This trade targets a rebound over the next 180 trading days with a clear entry, stop and target and a balanced risk plan.
Joby Aviation and Uber launched an integrated air taxi booking option in Dubai called Uber Air powered by Joby. The service enables riders to request Joby’s all-electric vertical takeoff and landing aircraft through the Uber app, with Joby anticipating its first passengers in Dubai later this year. The announcement coincided with a 7.5% rise in Job…
Bank of America Global Research expects the UK Office for Budget Responsibility's Spring forecasts on March 3 to show limited policy change and a modest improvement in fiscal headroom to about £24 billion. Lower Bank Rate and gilt yields since November should cut debt interest costs and help reduce planned gilt sales to £235 billion in 2026-27 - a …
A Gaza-based construction company has been identified by sources as the lead contractor for an Emirati-funded housing compound intended to shelter tens of thousands of displaced Palestinians in territory currently under Israeli military control near Rafah. The initiative, reportedly coordinated with Egyptian partners and overseen by outside funders…
U.S. Trade Representative Jamieson Greer told a television audience that the administration does not plan to widen its tariff program on China and expects the present tariff regime to remain. He confirmed talks with China have touched on excess capacity and said certain duties will be set at 15%, with the possibility that some could exceed that rat…
AMN Healthcare is trading below $21 with an enterprise value around $1.52B, P/S 0.29 and free cash flow of $233.8M. Operational leverage from Nurse & Allied and the rollout of WorkWise create a plausible path to margin recovery. Combine that with a depressed valuation and active short interest, and the stock is a contrarian setup for a mid-term reb…
Kosmos Energy (KOS) trades at $2.27 with a market cap around $1.07B and a stretched balance sheet. If a Ghana extension materializes and production stabilizes, near-term cash flow should improve and relieve immediate liquidity pressure. This trade idea offers a tactical long with a clear entry, stop and target suited to a 45 trading day swing.
U.S. stock futures drifted higher in premarket trading as market participants awaited major corporate quarterly announcements amid ongoing uncertainty about global trade dynamics and the valuation of the AI sector. Individual companies produced a range of moves tied to earnings reports and forward guidance, with gains for some payments and fast-cas…
Morgan Stanley says select European advertising groups are holding up well despite worries about AI-driven disruption, keeping a preferred stance on several stocks. The broker singles out Publicis Groupe as its leading overweight pick for its integrated model and data assets, while assigning equal-weight ratings to WPP, Havas and S4 Capital amid va…
Needham increased its price objective on Cytokinetics (CYTK) to $85 from $84 and kept a Buy rating, citing limited launch information for Myqorzo and focus on a second-quarter 2026 ACACIA-HCM trial readout in non-obstructive hypertrophic cardiomyopathy as the next major catalyst. The stock is trading near its 52-week high after a recent rally, whil…
Rosenblatt bumped its price target on Quad/Graphics to $9.80 from $8.20 and maintained a Buy rating following the company's fourth-quarter fiscal 2025 report. The adjustment reflects last year's debt reduction, an expanded program of plant closures and asset sales, and expectations for improving cash flow and net income in the near term.
Needham increased its 12-month price objective for Globus Medical to $114 from $112 and kept a Buy rating following the company’s robust fourth-quarter 2025 results and raised 2026 earnings guidance. The stock, trading at $91.88, is flagged as undervalued by InvestingPro with a Fair Value of $103.42. Several other brokerages also raised targets or …
Rosenblatt reduced its price target on Workday to $150 while preserving a Buy rating following the company’s fourth-quarter results and fiscal-year guidance. Workday reported quarter results that met consensus but flagged weakened bookings and issued revenue and profit guidance below expectations. Shares are trading near 52-week lows as multiple an…
Needham reduced its price target on Cipher Mining to $22 from $26 while keeping a Buy rating, citing a Q4 2025 revenue shortfall, rising administrative costs and lower mining assumptions as the company transitions away from bitcoin mining toward high-performance computing infrastructure. The stock has rallied strongly over the past year even as man…
Cantor Fitzgerald trimmed its price objective on MercadoLibre to $2,400 from $2,750 while keeping an Overweight rating after the company posted fourth-quarter results that beat estimates on revenue and EBIT. MercadoLibre delivered robust top-line growth across eCommerce and fintech metrics, but near-term margin volatility is expected as the company…
RBC Capital maintained a Sector Perform rating and a $257 price target on Lowe’s after the retailer reported fourth-quarter results that modestly topped estimates for comparable sales and adjusted EPS. The company issued 2026 comparable sales guidance of flat to up 2% and set adjusted operating margin guidance at 11.6% to 11.8%, a range that disapp…
