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.
BMO Capital lowered its price target on Paylocity Holding (PCTY) to $150 from $185 while retaining an Outperform rating after a quarter described as "good, but not great." The firm cited lighter-than-expected recurring growth upside, but said double-digit growth exiting fiscal 2026 remains achievable. Paylocity reported Q2 2026 results that beat co…
KeyBanc raised its price target on BKV Corp to $34 from $30 and kept an Overweight rating, following the earlier-than-expected close of the Power WI acquisition and subsequent modeling updates. The bank highlighted a potential hyperscaler agreement and the importance of increasing the Temple complex capacity factor as a key 2026 catalyst. Recent co…
BMO Capital reduced its price target for Bill.com to $46 from $50 while retaining a Market Perform rating, citing lingering macro worries tied to artificial intelligence that are weighing on near-term sentiment. The payments-software company reported stronger-than-expected fiscal second-quarter results and maintains high gross profit margins, but s…
The European Union will renew a six-month suspension of tariffs covering 93 billion euros ($109.8 billion) of U.S. goods after a recent de-escalation of threats tied to comments and tariff proposals connected to Greenland. The extension runs from February 7 through August 6 and will remain under review by the European Commission.
Microsoft's share price has pulled back into the high-$390s after a volatile stretch of trading. The underlying business - cloud, enterprise software and the OpenAI partnership - still supports a premium multiple. We upgrade to Buy and recommend a structured swing trade to capture a recovery as sentiment normalizes and AI monetization milestones re…
Piper Sandler has reaffirmed an Overweight rating on DexCom with a $75.00 price objective, underscoring a bullish consensus and pointing to a potentially underappreciated CMS NIT2 coverage expansion. The firm expects regulatory developments in 2026 to materially improve NIT2 adoption and views several operational catalysts - including a 15-day sens…
Piper Sandler raised its price objective on Align Technology (ALGN) to $220 from $200 and kept an Overweight rating after the company posted fourth-quarter revenue and earnings that topped Street expectations. Align delivered $1,048 million in revenue, 5% year-over-year growth, and earnings per share of $3.29, ahead of the consensus estimate of $2.…
Piper Sandler raised its price target on Alphabet Inc. (GOOGL) to $395.00 from $365.00 and maintained an Overweight rating following the company’s fourth-quarter 2025 results. The firm cited stronger-than-expected top-line growth and modest EBITDA outperformance, even as management outlined a significantly larger capital expenditures plan for 2026 …
Piper Sandler has kept an Overweight rating and a $200 price target on Qualcomm following the company’s December 2026 quarter results. The firm cites continued long-term upside tied to upcoming data center clarity, while near-term handset revenue is being constrained by persistent memory shortages and weaker March guidance.
Piper Sandler reiterated an Overweight rating and a $48.00 price target on Chewy Inc. even as the stock has significantly underperformed year-to-date. The firm pointed to three main headwinds - cautious 2026 guidance, uncertainty about pet ownership trends following Tractor Supply’s results, and the lingering stake held by BC Partners - while notin…
KeyBanc Capital Markets lifted its price target on Modine Manufacturing to $250 from $205 and kept an Overweight rating after the company's fiscal third-quarter 2026 results. The upgrade reflects stronger-than-expected execution in Modine's data center business, capacity expansion and sequential margin gains. Modine reported EPS of $1.19 and revenu…
The European Central Bank is preparing to widen access and relax terms for its euro repurchase agreement facility, known as Eurep, enabling central banks beyond the euro area to obtain emergency euro funding on more favourable conditions. The move is presented as part of a broader European strategy to bolster the single currency's international rol…
A Barclays survey of 342 investors managing $7.8 trillion indicates a shift away from U.S.-based hedge funds for the first time since 2023. Respondents said they plan to cut exposure to U.S. hedge funds by about 5% while boosting allocations to managers in Asia and Europe. Interest in Asia-Pacific and European managers has risen sharply, fees peake…
The World Laureates Association has launched OPENSCI, a forward-looking open scientific infrastructure designed to explore how decentralized and intelligent digital technologies can support the durable preservation, credible verification, and collaborative use of research outputs. Announced at the World Laureates Summit 2026 in Dubai, the project i…
Starwood Property Trust (STWD) offers a 10%+ yield, below-book valuation and a growing commercial mortgage book. With a market cap near $6.8B, neutral technicals and a manageable payout history, this mortgage REIT looks buyable at current levels. Trade plan includes an entry at $18.30, stop at $16.50 and a $22.00 target over a 180-trading-day horiz…
RBC Capital reiterated an Outperform rating and a $39.00 price target on EyePoint Pharmaceuticals (EYPT), pointing to encouraging Phase I/II data for long-acting tyrosine kinase inhibitors and company strategy around wet age-related macular degeneration and diabetic macular edema programs. The stock has fallen roughly 30% year-to-date, but RBC proj…
RBC Capital reiterated an Outperform rating and $30.00 price target on Ocular Therapeutix (OCUL), pointing to meaningful upside from the current share price and continued confidence in the upcoming SOL-1 pivotal readout. The firm highlighted recent share underperformance, proprietary trial modeling, a new commercial hire, and the company’s decision…
Piper Sandler lowered its price target on Snap Inc. to $8 from $10 and kept a Neutral rating after the company’s recent results. The firm cited softer daily active user trends and higher expected expenses as the rationale, even as revenue and EBITDA modestly outperformed expectations and Snap’s subscription business showed momentum. Management guid…
Lake Street Capital Markets reduced its 12-month price target on LifeVantage Corporation (LFVN) to $5.00 from $12.00 following weaker-than-expected second-quarter results and lower guidance. The firm kept a Buy rating even as the company reported an EPS in line with forecasts but missed revenue, took an inventory obsolescence charge tied to its Min…
RBC Capital has reduced its price target on Arm Holdings to $130 from $140 yet left its Outperform rating intact. The new target implies roughly 11% upside from Arm's quoted share price, while third-party data indicates the stock is trading near fair value. RBC pointed to a softer outlook for fiscal Q4 royalty growth as a near-term headwind, but em…
Addentax Group Corp shares rose sharply in premarket trading after the company revealed a proposed acquisition of the offshore wealth management and cross-border services business of Hong Kong-based Riches Group. Management says the deal would accelerate Addentax’s expansion into offshore financial markets and add AI and digital currency offerings,…
BMO Capital Markets raised its price objective for Alphabet to $400 from $343 and maintained an Outperform rating, designating the stock a Top Pick. The firm pointed to stronger-than-expected fourth-quarter 2025 results - led by Search and Google Cloud - and highlighted progress in AI adoption and material cost-to-serve improvements. Other analysts…
BMO Capital raised its 12-month price target on Moelis & Company to $78 from $75 and left its Market Perform rating in place after the firm reported fourth-quarter 2025 adjusted EPS of $1.13, beating BMO's $1.09 estimate and well ahead of consensus figures. Revenue strength and a normalization of compensation metrics underpinned the move, though ri…
RBC Capital analyst Ken Herbert views the roughly 14% pullback across defense technology stocks as an opportunity to add exposure, favoring KBR and Mercury Systems. The analyst cites valuation metrics, recent contract awards for KBR, and sector developments such as RTX volume plans, while flagging supply chain timing risks and budgetary confusion t…
BMO Capital has reduced its price objective for Crown Castle to $91 from $97 while keeping an Outperform rating, citing a larger-than-expected impact from DISH Network on the company’s 2026 guidance. UBS also trimmed its target to $105 from $116 after Crown Castle posted stronger-than-expected fourth-quarter 2025 results.
