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Selective Insurance combines a low-leverage balance sheet, double-digit ROE and strong free cash flow with modest valuation. We set a swing trade that captures likely re-rating from improving underwriting/premium momentum and higher investment income while limiting downside with a clear stop.
Barclays analysts said last week’s sharp drop in software stocks reflected investors 'rendering judgment' on winners and losers in the artificial intelligence race, but did not signal a durable shift away from risk assets. The bank’s team noted the overall U.S. economic landscape 'has not worsened' and that developments in AI - 'in good ways and ba…
A month-long survey of UK recruiters found starting salaries rose at their fastest pace in almost 18 months in January, while temporary pay also climbed sharply. The results point to intensifying competition for hard-to-fill roles despite an overall moderation in hiring activity and falling vacancies.
Britain announced an expansion of a special visa route allowing more people from Hong Kong to settle in the United Kingdom, a move prompted by the sentencing of prominent democracy activist Jimmy Lai to 20 years in prison. The change will allow children of British National (Overseas) status holders at the time of the 1997 handover to live in the UK…
Morgan Stanley says recent declines in software valuations present buying opportunities in nine major software names. Analyst Keith Weiss wrote that "peak uncertainty has severely impacted Software multiples," with an approximate 33% decline since October 2025 and an average multiple near "~4.4X EV/Sales." The firm highlighted Microsoft, Intuit, Sa…
Freedom Holding, the Kazakhstan-headquartered financial services group, is exploring a secondary public offering in Hong Kong to support its expansion beyond Central Asia. CEO Timur Turlov said the company, which is listed on NASDAQ, plans to pursue either acquisitions or founding banks in Turkey and continental Europe and is likely to open a branc…
Supporters of President Trump say they remain broadly satisfied with his first year in office but want him to shift emphasis toward domestic issues in year two. In conversations with 20 voters tracked monthly over the past year, priorities that repeatedly surfaced included immigration reform that creates legal pathways for long-standing residents, …
Stifel increased its price target on Advanced Energy Industries to $310 from $270 and maintained a Buy rating ahead of the company's fourth-quarter earnings due February 10, raising multi-year estimates on the expectation that semiconductor capital-equipment subsystem suppliers and datacenter demand will strengthen in 2026. Other analysts including…
Evercore ISI increased its price objective on Ventas Inc. (VTR) to $90 from $86 and kept an Outperform rating after the REIT posted stronger-than-expected fourth-quarter 2025 operational results. The upgrade reflects robust performance in the company’s Senior Housing Operating Portfolio (SHOP) and updated FFO and AFFO projections for 2026 and 2027.…
Stifel lowered its price objective on STAAR Surgical to $19 from $28 while keeping a Hold rating, citing underperformance tied to mixed fundamentals and lingering uncertainty in the Chinese refractive surgery market. Conversations with Chinese refractive surgeons pointed to continued ICL market share gains but muted procedure volumes. The company h…
Morgan Stanley reaffirmed an Equalweight rating and a $40.00 price target for Hims & Hers (HIMS) despite recent regulatory scrutiny of non-FDA approved GLP-1 products and the company's decision to stop selling a compounded semaglutide pill. The stock has fallen sharply in recent trading and the firm expects revenue growth to slow materially in the …
Stifel has lifted its 12-month price objective on Flowserve Corp. to $97 from $87 and retained a Buy rating after the company's fourth-quarter 2025 results and forward guidance that exceeded consensus. The firm pointed to strong 2030 targets and a recent acquisition that expands Flowserve's presence in the nuclear sector while reducing relative exp…
Evercore ISI raised its price target on Kroger Co. to $84.00 from $77.00 and retained an Outperform rating following reports that former Walmart U.S. President Greg Foran will be named the company's next chief executive. The firm cited Foran's track record in Walmart U.S. operations and adjusted its valuation to a 16x calendar 2026 price-to-earning…
Italian brake specialist Brembo and Chinese automaker JAC Group formalized a strategic partnership on February 5 to deepen cooperation on future vehicle platforms, with an emphasis on the Chinese market. The agreement focuses on enhancing braking technologies and creating advanced software solutions to support increasingly connected and autonomous …
Apollo Global Management reported a 13% increase in adjusted net income for the fourth quarter, driven by substantial origination of loans and other investments and significant client inflows. Fee-related earnings climbed strongly, while growth in equity fees lagged credit. The firm pushed assets under management to $938 billion and reiterated ambi…
The U.S. dollar weakened at the start of a data-heavy week, with the Dollar Index down 0.3% as investors await U.S. retail sales, inflation figures and a delayed payrolls report. The Japanese yen firmed after officials signaled possible intervention following Prime Minister Sanae Takaichi's lower house victory. Movements in other major pairs reflec…
Pacira is a specialty pain-management business trading at a sub-$1B market cap with robust free cash flow and a concentrated, durable product franchise. Recent Paragraph IV litigation headlines and a securities suit have pushed sentiment and elevated short interest, but the commercial moat and cash generation argue for a long trade while the legal …
British Prime Minister Keir Starmer has lost his communications director, Tim Allan, who stepped down on Monday. Allan's resignation follows the departure of Starmer's senior aide Morgan McSweeney the previous day, both exits linked to controversy around the Prime Minister's selection of Peter Mandelson as ambassador to the United States. Allan sai…
BMO Capital raised its price target on Fortinet to $95 from $90 while keeping a Market Perform rating, citing mixed results: strong product margins and revenue growth offset by softer-than-expected services expansion. Multiple other firms also nudged targets higher following the company’s fourth-quarter 2025 results and year-over-year billings grow…
Raymond James increased its price target for Chubb Corporation to $380 from $340 and maintained a Strong Buy rating, pointing to continued net investment income tailwinds as reinvestment rates stay above portfolio book yields. The firm raised 2026 and 2027 operating EPS forecasts and highlighted management plans to boost allocations to private and …
BMO Capital reduced its price target for Shopify to $150 from $190 while retaining an Outperform rating, attributing the change to a broader de-rating in the software sector rather than company-specific weaknesses. The stock trades near $112.05, down more than 30% year-to-date, and analysts remain divided with several firms expecting Q4/25 strength…
Stifel lowered its price target on Braze Inc. (BRZE) to $40 from $45 while keeping a Buy rating, citing rising market concerns tied to artificial intelligence announcements. Braze shares have tumbled year-to-date, trading near a 52-week low even as the company reported solid fiscal third-quarter results and multiple firms retained or raised their r…
BTIG has launched coverage of StoneCo Ltd. (NASDAQ: STNE) with a Buy rating and a $22.00 price target, citing the company's leading position in Brazil's payments market for small and medium enterprises, strong customer growth metrics, and potential upside from the country’s Pix instant-payments system. The firm notes improving credit integration, p…
BofA Securities reduced its price target for Hims & Hers (HIMS) to $21 from $26 and kept an Underperform rating after recent regulatory developments. The FDA announced restrictions on GLP-1 active ingredients in non-FDA-approved compounded drugs and specifically named Hims & Hers. The company has halted sales of its oral semaglutide pill and been r…
Goldman Sachs has downgraded Sasol Ltd. (SSL) from Buy to Neutral and set a ZAR118.00 price target, flagging a weak product price outlook and limited potential for upward earnings revisions. The move comes even as Sasol shows strong one-year share performance and attractive valuation ratios, and coincides with a board appointment aimed at strengthe…
