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.
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…
Stifel raised its 12-month price target on Boyd Gaming (NYSE: BYD) to $95 from $90 while retaining a Hold rating. The firm highlighted resilient revenue growth, better-than-expected core operations after adjusting for weather impacts, a robust gross profit margin and a strong balance sheet that supports buybacks and dividend increases. Recent fourt…
Canaccord Genuity cut its price target on Atlassian (TEAM) to $185 from $230 but left its Buy rating intact. The broker emphasized accelerating RPO growth, robust gross margins, cloud net revenue retention above 120% and strong enterprise deal flow. Atlassian reported fiscal Q2 2026 results that exceeded analyst forecasts on both EPS and revenue, y…
BTIG raised its price target on Adeptus Biotechnologies Corp. (NASDAQ:ADPT) to $22.00 from $21.00 and maintained a Buy rating after the company reported robust Minimal Residual Disease (MRD) performance. Adeptus is trading at $16.47 with a $2.51 billion market capitalization and has returned 105.62% over the past year. The firm delivered double-dig…
Equity markets this week moved from a selloff in traditional safe-havens to a broad reassessment of which companies will retain value as artificial intelligence adoption accelerates. A steep drop in software and services valuations, prompted by a new AI tool and investor fears over automation, coincided with heavy selling in gold and silver, a fres…
Ethan Allen (ETD) offers a mix of stable cash generation, near-term income support and valuation that looks reconciled with current fundamentals. With a market cap near $610M, EV/EBITDA ~8.1 and free cash flow of roughly $53M annually, the shares trade at about a mid-teens P/E and a ~6.5% dividend yield. This trade plan targets a rebound to $28 whi…
A London judge has authorized the extradition of U.S. citizen Daniel San Diego to face charges in California over two bombings in 2003 linked to groups protesting animal testing. San Diego, located in Wales in November 2024, has been on the FBI’s most-wanted terrorist list since 2009. The court rejected defence claims that political interference in…
Goldman Sachs reduced its 12-month price target for Blue Owl Capital (NYSE: OWL) to $14.00 from $16.25 and left its rating at Neutral after reviewing the firm’s fourth-quarter 2025 results and updated projections. The broker’s base forecasts call for roughly 12% fee-related revenue growth year-over-year, while the company reported strong recent rev…
Goldman Sachs lowered its 12-month price objective for Ares Management L.P. (NYSE: ARES) to $165 from $189 while retaining a Buy recommendation. The bank reduced 2025-2028 EPS forecasts by roughly 3%, citing a slightly lower management-fee starting point, slower near-term PRE acceleration, and updated tax guidance. The stock has moved sharply lower…
Goldman Sachs raised its price objective for Warner Music Group to $33 from $32 but left its rating at Neutral following the company's fiscal first-quarter 2026 report. The bank boosted its revenue, Adjusted OIBDA and free cash flow forecasts for fiscal 2026 and cited stronger subscription and ad-supported streaming, updated guidance and potential …
Goldman Sachs raised its price objective for StepStone Group (STEP) to $93.00 from $90.00 and left its Buy rating intact, citing growth in the firm’s Private Wealth business and an active fundraising pipeline. The new target implies roughly a 57% premium to StepStone’s most recent share price of $59.17. Goldman highlighted $16 billion in assets man…
Goldman Sachs has reaffirmed a Buy rating on TPG Inc. and kept a $80.00 price target, pointing to accelerated fundraising, stronger-than-expected fourth-quarter inflows and upward revisions to fee-related and distributable earnings estimates. Management and analysts cite a durable fundraising run-rate and margin improvement as key drivers for futur…
Canada’s main equity benchmark is expected to climb on Friday after a steep slide the previous session, supported by positive cues from U.S. markets. Attention is focused on heavyweight technology earnings and capital spending plans, while domestic unemployment figures and swings in commodities markets add to near-term uncertainty.
A global shortage of memory chips is putting pressure on smartphone makers. Apple faces a decision: pass higher DRAM costs to customers or protect volumes and market share by absorbing the increase. The choice will influence pricing across the industry as suppliers prioritize higher-margin data-center demand and smaller device makers report constra…
Goldman Sachs has downgraded UBS from Buy to Neutral following the bank's fourth-quarter 2025 results and updated guidance on the Credit Suisse integration. The broker says early efficiency gains are being redirected into the business, reducing the prospect of above-consensus earnings outperformance. Goldman also cut its 12-month price target and h…
Summary: BMO Capital Markets lifted its 12-month price target on ConocoPhillips (COP) to $115 from $105 while retaining an Outperform rating. The move comes even as the firm trimmed earnings estimates after ConocoPhillips reported fourth-quarter 2025 results and provided a 2026 outlook that BMO characterized as broadly in line with expectations. Th…
