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.
Piper Sandler reiterated a Neutral rating and a $190.00 price target on Lululemon Athletica Inc., citing material uncertainty around the company’s CEO succession and a probable margin reset. The firm noted the stock trades at specialty retail multiples that make it appear inexpensive, but warned that operational execution and product direction rema…
Cantor Fitzgerald has lifted its 12-month price target for Rivian Automotive to $18 from $15 while maintaining a Neutral rating following fourth-quarter results that exceeded Visible Alpha consensus on revenue, gross margin and the bottom line. Rivian reported a GAAP gross margin of 9% versus a 2% consensus, and management set a 2026 delivery outlo…
Cantor Fitzgerald lowered its price target for Expedia Group to $245 from $285 while retaining a Neutral rating. The adjustment follows a fourth-quarter result that topped EBITDA expectations by 11%, solid bookings and room-night growth, and strong profitability metrics. The firm raised fiscal 2027 EBITDA estimates modestly but cited ongoing debate…
Cantor Fitzgerald cut its price target for Airbnb Inc. to $121 from $141 while retaining a Neutral rating. The move follows fourth-quarter results that beat some expectations on bookings and EBITDA but included an EPS miss. Management's preliminary fiscal 2026 guidance points to flat EBITDA margins, and Cantor said it needs clearer signs of an impr…
KeyBanc has reiterated an Overweight rating on Dutch Bros Inc. (BROS) and set a $77.00 price objective, noting strong fourth-quarter results and visible sales momentum. The stock currently trades well below that target and carries a high price-to-earnings multiple, while recent positioning-related weakness and competitive pressures create uncertain…
Jefferies analysts say a recent indiscriminate sell-off in Australian software equities has created buying opportunities in companies with distinctive business moats and clear paths to revenue or margin recovery. The firm highlights TechnologyOne, WiseTech Global, SiteMinder and Life360 as buys, while assigning a hold to Xero due to heightened AI c…
Baird raised its rating on Wells Fargo to Neutral from a lower stance after a sector-wide selloff trimmed valuations and narrowed downside risk. The firm acknowledged growth opportunities following the lifting of regulatory caps but warned that market expectations are elevated and much of the upside depends on adding leverage. Baird also upgraded S…
Zillow fell to a 52-week low on weak Q1 guidance and headlines about AI competition and lawsuits. The sell-off overshoots the real business risk. With a $10.5B market cap, $1.13B in cash, low debt and $235M in free cash flow, Zillow can absorb short-term legal noise and iterate products. I recommend a long entry on the plunge with a clear stop and …
Bernstein SocGen Group has reiterated an Outperform rating on FedEx and kept a $427.00 price target, highlighting management targets for $25 of EPS in calendar 2029 and $16 billion of free cash flow over the next three years. The firm and other analysts point to margin expansion initiatives, a strategic shift toward B2B and higher-revenue B2C shipm…
Bernstein SocGen raised its price objective for Cognex to $66 from $49 and kept an Outperform rating, pointing to what it sees as the early phases of a global factory automation recovery and sustained margin expansion. The company's shares have climbed substantially year-to-date and over the past 12 months, while other brokerages have issued a rang…
Needham reduced its price target for Coinbase Global Inc. to $230 from $290 but retained a Buy rating after the company reported results roughly in line with Street expectations. The firm said Coinbase narrowly exceeded its revenue forecast but missed on adjusted EBITDA, and highlighted weakness in cryptocurrency trading during the first quarter of…
Bernstein has reaffirmed an Outperform rating on Airbnb Inc. (ABNB) and set a $162.00 price target after the company’s most recent quarterly report. The target implies roughly a 32% upside from the current share price and sits above the wider analyst consensus, which implies about a 24% upside. The firm highlighted healthy nights-booked growth, acc…
Bernstein SocGen Group increased its price target on Anheuser-Busch InBev to $97 from $96 while maintaining an Outperform rating, highlighting strong stock performance, improving U.S. market-share data, signs of volume and margin recovery for 2026, and anticipated World Cup-related demand across the Americas.
Needham has trimmed its 12-month price target for Bitdeer Technologies Group (BTDR) to $22 from $30 but preserved a Buy recommendation. The revision follows the company’s fourth-quarter report, which topped revenue expectations but missed on adjusted EBITDA amid higher electricity expenses, elevated general and administrative costs tied to AI and H…
Craig-Hallum has initiated coverage of Compass Therapeutics (CMPX) with a Buy rating and a $15.00 price target. The research firm highlighted the company’s bispecific antibody platform and lead asset, tovecimig (PD-1xVEGF-A), which may present a near-term commercial opportunity in second-line biliary tract cancer. Several other analysts have recent…
Cantor Fitzgerald has increased its 12-month price target on Vertex Pharmaceuticals to $590 from $485 and kept an Overweight rating, pointing to the company’s belief that a renal franchise could approach the size of its cystic fibrosis business. The firm emphasized positive clinical analogs, financial strength and management confidence on safety, w…
Schonfeld Strategic Advisors has hired Arthur Goossens, formerly co-head of commodities trading at BNP Paribas, to develop volatility trading strategies across multiple asset classes including metals. Goossens was promoted to the co-head role at BNP Paribas last year and worked previously as head of precious metals trading. At BNP Paribas, John Ros…
FormFactor (FORM) has moved from recovery to expansion: recent beats, a string of strategic moves into photonics and advanced manufacturing, and clear DRAM/HBM tailwinds are combining to lift revenue mix and gross margins. The trade: initiate a long at $96.50 with a disciplined stop and a mid-term target of $120 tied to continued HBM traction and m…
Atlanta Braves Holdings offers exposure to one of MLB's strongest franchises plus adjacent real estate cash flows at a market cap of roughly $2.9B. Balance-sheet leverage and negative FCF justify caution, but limited public float, franchise moat and mixed-use real estate underappreciation create a defined asymmetric trade. Enter at $46.00, stop $41…
The U.S. Commerce Department has provisionally found that Russian palladium is being dumped into the U.S. market, supporting a tariff petition from miner Sibanye-Stillwater. A preliminary weighted-average dumping margin of 132.83% was cited; a final determination, which will follow a U.S. International Trade Commission inquiry, is expected in mid-2…
Stephens increased its FedEx (FDX) price objective to $405 from $330 and kept an Overweight rating after the carrier’s Investor Day. Management outlined plans to exceed consensus fiscal third-quarter 2026 EPS, accelerate digitization using artificial intelligence, and concentrate growth on select business-to-business markets. Other firms, including…
Guggenheim reduced its price target for DraftKings Inc. (DKNG) to $37 from $42 after the company released fourth-quarter results and provided an initial 2026 outlook. The investment firm kept a Buy rating even as it lowered its forward revenue and adjusted EBITDA projections for 2026. DraftKings reported revenue and adjusted EBITDA ahead of consens…
Stephens cut its price target on Check Point Software (CHKP) to $210 from $240 following the vendor's fourth-quarter 2025 results, but left its Overweight rating unchanged. The quarter delivered strong billings and better-than-expected subscription growth, yet product revenue and product bookings disappointed. Management's 2026 guidance for revenue…
Evercore ISI trimmed its price target for Yelp to $31 from $38 while retaining an Outperform rating, pointing to continued weakness in the company’s advertising business despite recent partnerships and acquisitions. Yelp reported a mixed fourth quarter of 2025 with modest revenue upside and an EBITDA beat, but its guidance for the first quarter and…
Stephens reduced its Martin Marietta Materials price target to $735 from $740 while keeping an Overweight rating after fourth-quarter results that fell short of forecasted metrics. Aggregates selling price, volumes, and profit-per-ton gains were all below expectations, while unit costs rose more than anticipated. The company also presented 2026 EBI…
