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.
Stifel has reaffirmed its Buy rating and $13.00 price target on Atlas Energy Solutions Inc (NYSE: AESI) after the company reported fourth-quarter results that outperformed Stifel and consensus on revenue and adjusted EBITDA. The shares are trading below both the analyst target and InvestingPro's Fair Value estimate, while the company raised its 202…
Stifel reaffirmed a Buy rating and a $100 price target on Ambarella Inc., pointing to sustained edge AI demand, recent product introductions and a widening customer base. The firm expects Ambarella to meet its fiscal fourth-quarter 2026 revenue estimate of $100 million and to steer toward or slightly above fiscal first-quarter 2027 guidance amid se…
Stifel reaffirmed its Buy rating and $485.00 price target on Domino's Pizza (NYSE:DPZ) after the company's fourth-quarter 2025 results, pointing to continued market share gains and scale advantages. Domino's beat Stifel's comp forecast and posted revenue and EBITDA above consensus, while analysts remain divided on forward visibility and longer-term…
Conagra trades at a low multiple (P/S ~0.8, EV/EBITDA ~10.3) with $876M of free cash flow and a 7.4% dividend yield. Guidance is muted and profitability is pressured, but valuation and cash generation provide a floor. This trade targets a recovery toward $24 over a 180-trading-day window with a stop at $16 to limit downside if fundamentals deterior…
Thomson Reuters shares rose 12% following the company announcement that its CoCounsel AI platform has been adopted by one million professionals in 107 countries. The firm said CoCounsel is integrated across legal, tax, audit, compliance and global trade workflows, and highlighted forthcoming beta features for a next-generation CoCounsel Legal produ…
DA Davidson opened coverage of Rubrik with a Buy rating and a $65 price target, saying a recent share-price decline creates a favorable buying opportunity. The firm highlighted Rubrik's position in cyber resilience, growth opportunities in cloud and SaaS, and expanding security offerings as drivers for sustained revenue growth, even as operating ma…
Cantor Fitzgerald upheld an Overweight rating and a $115.00 price target on Kratos Defense & Security Solutions (NASDAQ:KTOS), citing solid order activity and growth commentary but warning of larger-than-expected free cash flow burn through the fourth quarter and into 2026. The broker noted a recently reported negative levered free cash flow of $93…
Truist Securities increased its 12-month price target on SI-BONE Inc. (NASDAQ:SIBN) to $24 from $23 and reiterated a Buy rating after the company reported a stronger-than-expected fourth quarter marked by revenue outperformance, positive cash flow and margin upside. The new target remains below the analyst-consensus high of $32, while the stock tra…
Stifel raised its 12-month price target on ONE Gas Inc. to $90 from $88 while leaving its rating at Hold. The utility reported fourth-quarter 2025 results that Stifel says were in line with expectations, and the company kept its prior financial guidance. Management has adjusted reported EPS guidance to reflect effects from a recent Texas House Bill…
Bank of America reiterated a buy rating on Planet Fitness (PLNT), saying the company remains well placed to capture growth in the fitness category. The broker's stance comes after Planet Fitness issued a 2026 outlook that fell short of expectations and below metrics shown at the company's November investor day. Shares are down year-to-date amid wor…
Craig-Hallum downgraded Backblaze Inc. (BLZE) to Hold from Buy and set a $4.50 price target, citing rising capital expenditures and margin pressure even as the company closed its largest contract to date. The stock trades near its 52-week low after a steep six-month slide. Analysts remain divided on the company’s near-term trajectory as 2026 guidan…
Truist Securities reiterated a Sell rating on PayPal with a $39.00 price target, arguing the company's scale and slowing branded checkout growth make a full strategic sale unlikely. The firm flagged merchant pricing and user experience as central headwinds while takeover interest continues to circulate for PayPal or selected assets.
Truist Securities cut its price objective on Hims and Hers Health Inc. to $18 from $37 while leaving its rating at Hold after the company reported fourth-quarter 2025 results and issued 2026 guidance that were broadly in line with expectations. The broker highlighted a softer first-quarter 2026 outlook for revenue and adjusted EBITDA relative to co…
Cantor Fitzgerald reaffirmed a Neutral rating and a $160 price target on Primoris Services Corporation (PRIM). The company posted fourth-quarter revenue and EBITDA above consensus and reported adjusted EPS of $1.08 on $1.9 billion in revenue, yet issued 2026 guidance that fell short of elevated buy-side expectations. Shares traded near $158.59 and …
Truist Securities reaffirmed its Buy rating and $152 price target on Gilead Sciences following the company's announcement that it will acquire Arcellx for an implied $7.8 billion equity value. Truist expects modest dilution in 2026 with accretion by 2028, while estimating higher long-term sales for anitocell than consensus. The transaction is struc…
Cantor Fitzgerald reduced its price objective for Zscaler Inc. to $300 from $365 while retaining an Overweight recommendation. The firm’s channel checks showed improving partner results and product strength, but recent compression of software multiples drove the lower target. Zscaler is set to report fiscal second-quarter 2026 results on February 2…
Transport Canada issued certification for Gulfstream's largest business-jet models, the GVIII-700 and GVIII-800, after a U.S. presidential warning that Canada had improperly withheld approvals. The move completes approvals for models raised in the dispute after earlier clearance of the GVII-G500 and GVII-G600.
Microsoft has fallen roughly 30% from its 52-week high to about $386.90 today, pushing valuation down to the mid-20s on P/E while fundamentals - $77.4B free cash flow, 30%+ ROE, and dominant cloud positions - remain intact. This trade idea recommends a tactical long entry at $386.90 with a stop at $360.00 and a primary target of $430.00 (mid-term) …
Equity trading on Tuesday produced a varied roster of winners and losers across market-cap tiers. Notable rallies included Advanced Micro Devices and IBM among mega-cap names, while certain financial and health care large-caps moved lower. Activity ranged from double-digit gains in a number of mid- and small-cap stocks to sharp pullbacks in other s…
Turkey's main stock index closed marginally lower on Tuesday, with declines centred in Sports, Transport and Textile & Leather sectors. While several names posted double-digit percentage moves, market breadth favoured decliners and commodities including gold and crude eased. Currency crosses showed minor shifts against the Turkish lira.
Upwork's recent guidance reset and slower GSV outlook have prompted a downgrade in conviction, but the company is cash-generative, profitable on GAAP, and gaining traction with AI-enabled product improvements. For nimble traders, a mid-term long with a tight stop captures upside from buybacks and AI adoption while limiting exposure to demand risks.
MiniMed Group, Medtronic’s diabetes division, is targeting a valuation of up to $7.86 billion in a U.S. initial public offering. The unit plans to sell 28 million shares at $25 to $28 apiece to raise as much as $784 million, and Medtronic expects to complete a split-off about six months after the IPO. The move reflects Medtronic’s broader portfolio…
Bank of England Governor Andrew Bailey told lawmakers a cut to interest rates at the March policy meeting is a live possibility but would require more confirming evidence, after services inflation in recent data proved stickier than the central bank had forecast. The BoE expects headline inflation to drop toward its 2% target in April data due in M…
A sharp drop in PayPal shares has prompted unsolicited takeover interest and prompted the company to meet with banks, according to reports. Analysts say a break-up is plausible at current valuations and identify likely bidders for the company or individual assets such as Braintree and Venmo, while others question whether a buyer exists for the full…
Spectrum by Charter Communications is guaranteeing new customers who move their internet and at least two mobile lines from AT&T, T-Mobile or Verizon will save $1,000 in their first year. If the customer’s first-year savings fall short, Spectrum will credit the difference over the year. The offer includes access to Fiber-Powered Premier Internet, S…
