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Truist Securities increased its 12-month price target on Home Depot to $424 from $405 while retaining a Buy rating, citing a solid fourth quarter, modest January sales growth and supportive housing trends. Home Depot delivered better-than-expected Q4 results and provided 2026 guidance that anticipates improvement through the year despite an expecte…
Anthropic told Pentagon officials it will not relax restrictions that block its AI from enabling autonomous targeting or U.S. domestic surveillance, following a meeting between the startup's CEO and the U.S. Defense Secretary. The Pentagon told Anthropic it faces being labeled a supply-chain risk or could be compelled by law to change its rules, an…
Anthropic has refused to relax rules restricting military uses of its AI, after a meeting between its CEO and the U.S. Defense Secretary. Pentagon officials told the company it must either be labeled a supply-chain risk or face legal measures that would force policy changes, and gave Anthropic a deadline to respond.
Stifel reduced its price objective for Planet Fitness to $105 from $130 while retaining a Buy recommendation. The downgrade follows the companys 2026 adjusted EBITDA guidance of 10%, which missed a previously communicated mid-teens outlook for 2026-2028. Despite solid fourth-quarter 2025 results, the firm flagged missed opportunities to reset expe…
Vicor Corp director Samuel J. Anderson reported the sale of 3,791 shares on February 23, 2026, for roughly $649,929. After the transaction he holds 6,107 shares. The stock has since risen to $189.15, trading around its 52-week high and showing a 185% gain over the past year, while trading at a P/E of 72.37 and flagged by InvestingPro as overvalued …
Diodes Inc director Lu Keh Shew sold 111,000 shares of the company's stock on February 20, 2026, in two transactions totaling roughly $7.5 million. The sales were executed at weighted average prices of $67.7381 and $67.7846, with the trade prices spanning $65.53 to $68.995. Despite the disposals, Lu retains significant indirect and direct ownership…
Speaking at a United Nations Security Council session marking the fourth anniversary of Russia's full-scale invasion of Ukraine, U.N. Secretary-General Antonio Guterres described the conflict as "a stain on our collective conscience," cited civilian casualty figures, warned of risks to nuclear facilities and renewed his call for an immediate, uncon…
Wedbush raised its price objective on Arvinas Inc. to $11 from $9 while retaining a Neutral stance. The stock is trading above that target following a strong six-month gain. The broker pointed to recent fourth-quarter results and a series of upcoming clinical and regulatory milestones in 2026 as the basis for the revision, even as Arvinas reported …
Fulcrum Therapeutics saw its shares tumble after 12-week readouts from the Phase 1b PIONEER trial of pociredir in sickle cell disease fell short of a pre-specified clinical threshold for fetal hemoglobin change. The move caps a volatile trading pattern for the stock and leaves the company focused on clarifying a registrational design while remainin…
RBC Capital raised its price target on Ferguson Plc. to $271 from $247 and maintained an Outperform rating while trimming its adjusted EBITDA forecasts for calendar years 2026 and 2027 by 1% each. Management’s 2026 guidance was largely in line with expectations and the company reiterated medium-term growth and margin goals. Management also expanded…
RBC Capital reduced its price target for Ziff Davis Inc. (ZD) to $40 from $50 while retaining an Outperform rating after the company reported mixed fourth-quarter results. Revenue, adjusted EBITDA margin and adjusted EPS all came in below consensus, yet free cash flow beat expectations and gross profit margins remain high. Management has deferred f…
RBC Capital on Tuesday raised its price target for Galapagos NV (NASDAQ:GLPG) to $33.00 from $32.00 while keeping a Sector Perform rating. The stock is trading above that target at $34.56 and has risen 27.5% over the past year. The firm highlighted the company’s active search for business-development opportunities, ongoing internal restructuring an…
RBC Capital lowered its 12-month price target on Fidelity National Information Services (FIS) to $69 from $86 while retaining an Outperform rating. The adjustment follows FIS’s recent fourth-quarter and full-year 2025 results and the company’s guidance for fiscal 2026. The stock is trading near its 52-week low after a significant six-month decline,…
Raymond James increased its 12-month price target on Bank of Nova Scotia to Cdn$117 from Cdn$114 while retaining an Outperform rating, pointing to greater return-on-equity expansion potential driven by funding and NIM improvements, strategic disposals, fee-based revenue growth and disciplined expense control. The bank's latest quarterly results exc…
Amber B. Wallace, Senior Executive Vice President and Chief Retail & Marketing Officer at Farmers National Banc Corp (FMNB), completed several transactions in company stock in January and February 2026, including small purchases, a substantial block purchase and an intra-day disposition. The company also disclosed shareholder approvals and a pendin…
Bank of America upgraded JM Smucker to Buy and lifted its price target, citing reduced risk from the Hostess Brands acquisition and a pathway to higher earnings, while downgrading General Mills to Neutral as recoveries in pet food and North America Retail lag expectations and weigh on near-term volume and sales.
Investors are watching President Donald Trump’s State of the Union address closely as it arrives amid recent market turbulence and just days after the Supreme Court struck down his emergency-powers tariffs. Market participants warn that discussion of topics from trade policy to Iran or new affordability measures - including proposed 'Trump accounts…
Stifel increased its price objective on DigitalOcean Holdings Inc. (DOCN) to $57 from $48 and kept a Hold rating after the cloud infrastructure provider reported better-than-expected operational results. Management boosted fiscal 2026 revenue growth guidance to 21% and set a 30% target for fiscal 2027, alongside ambitious margin and free cash flow …
SR Bancorp director Thomas Lupo purchased 1,000 shares on February 23, 2026, at $16.47 per share, a transaction valued at $16,465. The purchase increases his direct holdings to 44,015 shares and is concurrent with company dividend and share repurchase activity. External analysis notes both active buybacks and a view that the stock may be overvalued…
Amandine Robin-Caplan, Chief Brand and Communications Officer at Travel & Leisure Co. (NYSE:TNL), sold 3,904 shares of common stock on February 20, 2026, for $74.61 per share, totaling $291,277. After the sale, she directly holds 32,350 shares that had been reported as restricted stock units. The transaction comes as Travel & Leisure reported fourt…
Stifel raised its price objective on Expeditors International of Washington (EXPD) to $141 from $136 while keeping a Hold rating after the logistics company reported fourth-quarter 2025 results that beat expectations on earnings per share. The quarter showed a 3% year-over-year revenue decline driven by ocean rate compression and lower container vo…
A director of PCB Bancorp made a mid-February purchase of company stock worth $112,400, increasing indirect holdings through a family trust. The transactions coincided with a board-approved dividend increase and follow valuation metrics that some analysts deem suggestive of undervaluation and a multi-year pattern of dividend growth.
Truist Securities maintained a Hold rating and a $25.00 price target on Harmony Biosciences Holdings Inc. following the company’s fourth-quarter 2025 earnings call. The bank highlighted legal uncertainty from an ongoing intellectual property trial and the growing prospect of earlier generic competition for Wakix, even as Harmony reported record Wak…
TD Cowen increased its price target for Palvella Therapeutics (PVLA) to $267 from $190 and kept a Buy rating after the company reported positive topline phase 3 results for QTORIN rapamycin in microcystic lymphatic malformation. The trial met its primary endpoint with strong responder rates and statistical significance, prompting multiple firms to …
OGE Energy Corp. director Lyle G. Ganske purchased 10,420 shares of the company's common stock on February 23, 2026, investing $500,067 at an average price of $47.9911 per share. The trade occurred while OGE shares traded close to a 52-week peak and after the company reported fourth-quarter results that exceeded analyst expectations. Third-party an…
