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.
Bank of America says a 25% year-to-date decline in the software sector has produced selective buying opportunities. Analyst Koji Ikeda singled out Snowflake, MongoDB, Datadog and JFrog as the first candidates to recover, citing each company’s positioning around AI data, observability, and binary management.
Canaccord Genuity reaffirmed its Buy rating and $10.00 price objective on Peloton Interactive after the company reported fiscal second-quarter 2026 results on February 5. Peloton missed revenue expectations, posted a wider-than-expected per-share loss, and saw a year-over-year decline in active subscribers even as retention improved. Analysts point…
Oppenheimer increased its price target for Acadia Pharmaceuticals (ACAD) to $23 from $21 and retained an Outperform rating after discussions with management about the company's longer-term revenue plan, which targets roughly $1.7 billion in annual sales by 2028. The outlook factors in continued Nuplazid growth, accelerated Daybue uptake with a new …
Stifel raised its price objective on MGM Resorts to $50 from $45 and kept a Buy rating, citing a pathway for Las Vegas Strip EBITDA growth in the second half of 2026 and a 2027 sum-of-the-parts valuation underpinning the updated target. The stock trades well below the new target and carries a high reported P/E; recent quarterly results exceeded exp…
Guggenheim lowered its price target on Atlassian (TEAM) to $190 from $225 but maintained a Buy rating. The move follows a quarter in which Atlassian delivered a "clean Cloud beat and raise," with significant product and financial metrics highlighted by the firm even as the stock trades near its 52-week low. Canaccord Genuity also trimmed its target…
Canaccord Genuity has reaffirmed a Hold rating and a $150.00 price target on Illumina (ILMN) after the company released fourth-quarter 2025 results that matched prior guidance and analyst expectations. Strength outside China and ongoing adoption of the NovaSeq X platform helped drive outperformance in consumables, while management set 2026 revenue …
DA Davidson increased its price target on Barrick Gold Corp. to $60 from $53 while retaining a Buy recommendation following a second-quarter performance that topped consensus across revenue, EBIT and EBITDA. The firm highlights accelerating retail-versus-spot spreads that began widening late in Q2 2026 and continued into Q3 2026, strong liquidity a…
Needham raised its 12-month price target for Microchip Technology (NASDAQ:MCHP) to $84.00 from $77.00 while reaffirming a Buy rating, citing an improving demand environment and better-than-expected margin performance. The new target implies only modest upside from the shares' recent trading level, which sits near a 52-week high after strong 12-mont…
Oppenheimer trimmed its price target for Roblox Corp. (RBLX) to $130 from $150 but retained an Outperform rating, citing valuation pressures even after the company posted stronger-than-expected fourth-quarter 2025 bookings and user gains. Other firms have issued a range of price-target adjustments, reflecting divergent assessments of growth durabil…
Newell Brands announced price reductions of up to 15% on Rubbermaid food storage products and on several core items in its Graco baby-care range. The company said it has lowered manufacturer suggested retail prices for specific items, citing investments in domestic manufacturing to mitigate tariff impacts. Newell has also signaled earnings pressure…
Rheinmetall's recent guidance disappointed the market and sent RNMBF below key moving averages, but a €135 billion backlog and multi-year defense demand make this an asymmetric trade. Technicals look weak (RSI ~40, MACD bearish) and liquidity is thin, so this is a high-risk swing trade: enter at $19.25, target $23.00, stop $16.50, horizon mid term …
UBS raised its price objective for Hershey Co. to $236 from $210 after the company posted stronger-than-expected fourth-quarter organic sales, margin improvement and a fiscal 2026 outlook that outpaced consensus at the low end by about 15%. The analyst house kept a Neutral rating, citing a valuation premium versus the packaged food sector despite m…
Needham lowered its price objective for Roblox Corp. to $105 from $159, attributing the change to a broader technology sector sell-off while retaining a Buy rating. The firm raised its 2026 adjusted EBITDA forecast after Roblox issued guidance calling for 22-26% bookings growth. The company reported fourth-quarter 2025 results that beat revenue and…
Needham reduced its price objective for Genpact Ltd. to $50 from $53 but kept a Buy rating, attributing the change to broader multiple compression in software and IT services rather than company-specific weaknesses. Genpact delivered stronger-than-expected fourth-quarter results, with growth driven by its Advanced Technology Solutions unit and risi…
UBS reduced its price target for Roblox Corp. (RBLX) to $74 from $103 while keeping a Neutral rating, citing growing worries about artificial intelligence-driven competition in gaming. The new target remains above the current share price of $60.57, even as the stock has fallen sharply in recent periods. UBS says changing the narrative around AI ris…
Needham has increased its price target for Monolithic Power Systems (MPWR) to $1,300 from $1,250 while retaining a Buy recommendation following the company's latest quarter. The upgrade reflects strong results, an improved outlook in the Enterprise Data segment, and favorable demand signals across Monolithic's channels. The company also disclosed a…
BofA Global Research cut Anglo American to "neutral" while lifting its price objective to 3,600 GBp, citing a narrow upside after a recent rerating. The bank said its sum-of-the-parts valuation already applies elevated multiples to Anglo's copper assets and highlighted low near-term free cash flow, high EV/EBITDA versus peers, delayed merger synerg…
Susquehanna has reaffirmed a Positive rating on Amazon.com with a $300 price target, pointing to sustained demand for Amazon Web Services (AWS) and accelerated cloud growth. The broker notes solid fourth-quarter results, a revenue increase over the past year, elevated capital expenditure projections and a mixed set of analyst reactions that undersc…
Freedom Capital Markets upgraded Roblox Corp. (NYSE: RBLX) from Hold to Buy while retaining an $85 price target, pointing to a better-than-expected FY:26 bookings outlook and sustained platform momentum. The stock trades around $60.57, well below levels at the start of the firm's coverage, and recent quarterly results beat revenue and EPS forecasts…
TD Cowen increased its 12-month price target for Hershey (HSY) to $210 from $195 and held a Hold rating. The firm expects material gross margin improvement beginning in 2026 and further expansion in 2027, but it warns that factors including GLP medications, SNAP benefit reductions and discretionary spending shifts could impede a return to peak earn…
Susquehanna reiterated a Positive rating and a $50.00 price target on LiveRamp Holdings Inc. (NYSE: RAMP) after the company reported third-quarter fiscal results that slightly exceeded analyst expectations on revenue and meaningfully on profitability metrics. Key operational metrics - including subscription revenue growth, sequential client additio…
Jefferies upgraded Nordic Semiconductor ASA from underperform to hold in a note dated Friday, citing reduced timing risk for the nRF54 platform and stronger near-term demand signals that have pulled orders into early 2026. The broker raised its 2026 revenue growth forecast and increased EBITDA estimates, while also lifting its price target. Managem…
Canaccord Genuity reaffirmed its Buy rating and $300.00 price target on Amazon following the company's fourth-quarter results, highlighting accelerating growth at Amazon Web Services (AWS) and a sizable capital expenditure plan for 2026 centered on cloud capacity. The firm views any market pullback as a buying opportunity for multi-year investors, …
Needham reduced its price target on SS&C Technologies to $95 from $105 while keeping a Buy rating. The firm said the adjustment reflects broad multiple compression across the software sector rather than company-specific issues. SS&C reported record revenue and EBITDA, delivered 5.3% year-over-year organic growth on a foreign-exchange-neutral basis …
Truist Securities trimmed its price target on Qualys to $120 from $130 and maintained a Hold rating following the company’s fourth-quarter 2025 results and initial fiscal 2026 guidance. Although Qualys exceeded guidance and consensus on revenue and earnings, Truist flagged a modest decline in net dollar retention and a projected deceleration in yea…
