Daily coverage of equity markets, sectors, and major indices.
In-depth reporting on U.S. and global stock markets, including index performance, sector rotation, earnings reactions, volatility trends, and notable single-stock moves. Designed to help traders and investors understand what is driving price action across equities.
8,961 total articles
The Polish Bank Association (ZBP) projects the banking sector's aggregate net profit will decline to about 30.8 billion zlotys in 2026, down from an estimated 44.1-46.1 billion zlotys in 2025. ZBP attributes the reduction primarily to the effects of lower interest rates and a rise in corporate taxation on banks, and also flags limited opportunities…
Microsoft and Meta begin the major technology earnings cycle this week facing heightened investor scrutiny over whether their heavy artificial intelligence spending will deliver another year of robust growth. Alphabet's recent gains, driven by strong reception to its Gemini 3 model and a new deal to power Apple's Siri, have shifted market attention…
STRABAG SE said it now expects its EBIT margin for the 2025 financial year to be at least 6.5%, a significant improvement on its prior forecast. The Vienna-based construction and technology group reported an output volume of about €20.4 billion for 2025, driven by major projects in Germany and growth in its international infrastructure business. Ma…
SK Hynix said it is evaluating various measures, including forming a subsidiary focused on artificial intelligence investment, following media reports that a U.S. unit would be set up to oversee roughly 10 trillion won ($6.92 billion) in AI-related assets held abroad by SK Group affiliates, including stakes in TerraPower. The company made the discl…
Swisscom shares climbed 2.5% after the Swiss telecom group announced across-the-board price increases for its premium services. Broadband and mobile lines will be higher by CHF 1.90 per month, while TV and fixed voice services will rise by CHF 0.90 per month, all taking effect April 1. The moves lift the basic Home package by 6% and push convergent…
Jefferies has initiated coverage of two major Dutch lenders, assigning ABN Amro a "hold" rating with a €15 price target and ING a "buy" rating with a €18.50 price target. The brokerage said ABN Amro’s current share price appears close to fair value given its capital and earnings outlook, while ING’s stronger earnings momentum, broader business mix …
Starbucks has made inventory reliability a central priority for CEO Brian Niccol, yet persistent shortages of everyday items across thousands of U.S. coffeehouses reflect deeper operational and technological failings. Interviews with current and former corporate employees, review of internal media and photographs, and company statements show recurr…
Citi has opened coverage on six leading European pharmaceutical groups with a constructive sector view. The bank rates AstraZeneca, Novartis and Roche as Buy, while GSK, Sanofi and Novo Nordisk receive Neutral ratings. Citi points to an unusually deep late-stage pipeline and expects resilient earnings growth driven by new product launches that larg…
Shares of major US health insurers fell sharply in premarket trading after the Centers for Medicare and Medicaid Services proposed a 0.09% increase to Medicare Advantage payment rates for 2027. The modest update, which CMS said produces just over $700 million in additional payments, came well below analyst expectations and has raised concerns about…
Kepler Cheuvreux moved Atrium Ljungberg from Buy to Hold and left its price target unchanged at SEK 36, citing reduced upside after a 6% share rise since the October upgrade and a subdued funds from operations growth outlook. The research house forecasts negative FFO CAGR for 2025-2027, expects a sequential dip in rental income in Q4, and anticipat…
UnitedHealth said it expects adjusted 2026 earnings per share just above analysts' consensus, signaling initial benefits from recent medical cost-control measures. The company nevertheless flagged ongoing challenges in Medicaid and government-backed plans and noted that a proposed minimal Medicare Advantage rate increase weighed on insurer stocks.
Dr Martens reported a decline in quarterly revenue and signalled broadly flat annual revenue growth after rolling back promotions, a move that depressed sales in Europe and the Asia-Pacific region. The company said U.S. customers were more accepting of full pricing, driving modest growth in the Americas, while management kept a forecast for signifi…
J.P. Morgan has put Legrand on a positive catalyst watch ahead of the group's fourth-quarter results due Feb. 12, reiterating an overweight rating and a €165 price target. The bank highlights upside versus consensus for the quarter, the company's exposure to robust data-center demand, a valuation discount relative to peers, and elevated short inter…
Fugro and Fraunhofer IWES have completed a geophysical site characterization in the German North Sea for the Federal Maritime and Hydrographic Agency (BSH). The April-May survey combined sub-bottom profiler and ultra-high-resolution multichannel seismic data to map seabed and sub-seabed structures, yielding a preliminary interpretation intended to …
Kepler Cheuvreux downgraded TotalEnergies to Reduce and removed it from its Sector Most Preferred list, citing heightened exposure to a potential extended LNG oversupply. Analyst Bertrand Hodée projects TotalEnergies' net long LNG position expanding from about 14 mtpa in 2026 to roughly 23 mtpa by 2030, leaving it vulnerable if spot prices fall. Ke…
Indian equity benchmarks ended the trading session higher on Tuesday, supported by gains in the Metals, Public Sector Undertakings and Banking sectors. The Nifty 50 rose 0.51% and the BSE Sensex 30 climbed 0.39% as select large-cap stocks outperformed, even as a larger number of issues fell on both major exchanges.
Kepler Cheuvreux downgraded Alstom to "reduce" from "hold" and lowered its 12-month target price to €25 from €27.50, pointing to ongoing execution risks and weak profit-to-cash conversion. The broker also cut adjusted EBIT and EPS forecasts by 11%-18%, prompting a share drop of over 3% on Tuesday and leaving the stock trading below the revised targ…
Shares of ABB Ltd rose after Kepler Cheuvreux upgraded the Swiss engineering group to Buy from Hold and increased its price target to 70 Swiss francs from 56. The broker argued ABB's recent restructuring and alignment with electrification and automation markets have improved revenue and earnings visibility, prompting higher medium-term forecasts an…
Barclays raised its rating on Burberry to "overweight" from "equal weight" in a note dated Tuesday, and increased its price target to £11 from £8. The broker said the company has progressed from diagnosing its issues to implementing a reset across product, pricing and distribution, with early signs of stabilisation in a tough luxury trading environ…
LSL Property Services reported fiscal 2025 results consistent with market expectations, with revenue rising 6% to around £183 million and underlying operating profit up 15% year-over-year. Margins reached roughly 18% and the group finished the year with net cash of £27.8 million. Management announced a new £12 million share buyback after completing…
Siegfried's stock climbed more than 9% following the announcement that the Swiss life sciences firm will acquire drug-substance operations from Noramco and Extractas Bioscience. The transaction adds three sites across Delaware, Georgia and Tasmania, increases Siegfried’s U.S. facility count to five, and links early-phase development platforms with …
Shares of India's largest car manufacturers dropped after New Delhi and the European Union unveiled a trade agreement that cuts import duties on European cars to 10% over five years and establishes a 250,000-vehicle annual quota. Market movement reflected concerns about increased competition, with Mahindra and Mahindra retreating to multi-month low…
ID Logistics reported fourth-quarter 2025 revenue of €1,038 million, modestly ahead of analyst estimates, while full-year sales reached €3,737 million. International operations accounted for the bulk of activity, with the U.S. posting particularly strong growth. Management cited robust commercial momentum and 27 new project launches in 2025, and em…
Puma shares rose after Anta Sports agreed to acquire a 29.06% stake from the Pinault family for 1.5 billion euros, or 35 euros per share. The deal positions Anta as Puma’s largest shareholder and offers potential support for Puma’s expansion in mainland China while reinforcing Anta’s international ambitions. The investment arrives as Puma navigates…
W.A.G Payment Solutions plc expects organic net revenue to increase about 13% in fiscal 2025 to roughly 0330 million, nudging past analyst consensus. Management also forecasts adjusted cash-EBITDA above its 095 million guidance, a modest beat, and anticipates net debt falling below 2x from 2.3x at the end of 2024. The company reported progress on i…
