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.
Piper Sandler issued a preview of fourth-quarter fiscal 2025 results for Steven Madden (SHOO) and Revolve Group (RVLV), forecasting holiday-quarter strength that could lift results above consensus. The firm penciled in modest downside to fiscal 2026 estimates for Steven Madden after industry comments about private label softness. For Revolve, the b…
Mizuho raised its 12-month price objective on A10 Networks (ATEN) to $23 from $22 while holding a Neutral rating. The firm attended the company's investor day, where management outlined an advanced networking and cybersecurity platform and set an ambition for revenue growth exceeding 12% on a compound annual basis from 2027 to 2028. A10 reported 11…
KeyBanc increased its price target on ICU Medical Inc. to $180 from $175 and kept an Overweight rating, pointing to stronger estimates into 2026, modest Q4 upside, and an outlook that calls for mid-single-digit organic growth and higher gross margins. Management updates, including removal of an FDA warning letter, and analyst commentary underpin th…
KeyBanc raised its price target on Akamai Technologies to $120 from $115 and kept an Overweight rating, pointing to the company's elevated capital expenditure guidance for 2026 as evidence of future GPU-driven revenue growth. The firm said most of the extra spending is tied to GPU demand, with some portion due to higher memory costs. Other firms in…
KeyBanc lowered its price target for Invitation Homes (INVH) to $34 from $38 while retaining an Overweight rating, citing the company's weaker performance after its fourth-quarter earnings report and limited short-term catalysts. Shares have lagged residential REIT peers and trade near a 52-week low. The note also adjusted Core FFO forecasts for 20…
American Tower looks poised to re-rate as its CoreSite data center business captures AI-driven colocation demand and the stock shows improving technicals. The company offers a 3.6% yield and FCF of roughly $3.7B, supporting a tactical long trade sized for a long-term (180 trading days) horizon. Entry $185.025, stop $170.00, target $215.00.
Twin Vee Powercats Co priced a best-efforts public offering at $0.47 per share for 6,383,000 common shares, prompting a 48.5% decline in premarket trading. Gross proceeds from the deal are expected to be about $3 million before fees, with the offering scheduled to close on February 23, 2026 subject to customary conditions. ThinkEquity is acting as …
Piper Sandler maintained an Overweight rating and an $80.00 price target on Floor & Decor Holdings, Inc. after the retailer reported fourth-quarter results. The firm highlighted an earnings-per-share beat despite a slight comparable-store sales shortfall. Company metrics cited include a P/E of 33.28 and a $7.12 billion market capitalization, and In…
Barclays urges investors to view recent geopolitical tensions as potential entry points, saying underlying economic and earnings fundamentals continue to support markets. The bank highlights a calming of AI-driven volatility, moderating single-stock swings and a tactical shift into old-economy and hard-asset sectors, while flagging upcoming corpora…
Telsey raised its 12-month price target on Walmart Inc. to $140 from $135 and kept an Outperform rating, pointing to the retailer's value-oriented product mix, investments in technology including AI, and financial flexibility. The firm highlighted Walmart's push into advertising, merchant services and last-mile delivery as drivers of higher profit …
Piper Sandler reiterated an Overweight rating and a $125 price target on Wayfair after the company reported fourth-quarter results and issued a conservative first-quarter outlook. The firm highlighted accelerating market share gains, supplier feedback consistent with that trend, and management's willingness to accept margin compression - potentiall…
Piper Sandler reaffirmed an Overweight rating and a $54.00 price target on Yeti Holdings Inc. after the company posted fourth-quarter revenue and earnings ahead of expectations. Drinkware returned to growth, international sales climbed 25% year-over-year, and the company reported modest beats to consensus revenue and EPS. Piper Sandler noted tariff…
BMO Capital has increased its 12-month price objective for Tronox Holdings PLC (TROX) to $7.00 from $6.50 while retaining a Market Perform recommendation. The firm noted fourth-quarter results largely met expectations amid positive volume trends offset by higher costs, flagged a stronger supply outlook but continued weakness in demand, and said it …
Piper Sandler has reiterated an Overweight rating and a $45.00 price target on Amer Sports Inc. The company’s shares have outperformed year-to-date and over the past 12 months, while sell-side estimates for sales and EBITDA have been revised upward. Analysts highlight portfolio expansion, including Salomon’s early-stage growth in the U.S. and China…
BMO Capital reduced its 12-month price target for Newmont to $140 from $145 while keeping an Outperform rating, citing higher all-in sustaining costs, a 7% year-over-year drop in production to 5.3 million ounces in the fourth quarter, and an approximate 12% decline in contained gold within reserves and resources. Newmont still calls 2026 a trough y…
Candel Therapeutics Inc. (NASDAQ: CADL) saw its stock fall 9.9% in premarket trading after announcing the pricing of a public offering of 18,348,624 shares at $5.45 apiece, expected to generate gross proceeds of $100 million before underwriting discounts and commissions. The company said proceeds will support commercial preparation for aglatimagene…
Arcutis has doubled in a year on accelerating ZORYVE sales and encouraging guidance. Revenue upside is in the numbers — 2026 net product sales guidance of $455-470M implies rapid compounding, but valuation (EV/sales ~11x) already prices a lot of the story. This trade targets further multiple expansion into secular adoption while protecting capital …
UBS cut its rating on BorgWarner to Sell from Neutral while increasing its price target to $55 from $49, saying investor expectations for the company's TurboCell data center power product appear elevated. The bank acknowledged BorgWarner's search for new growth amid declines in legacy lines but flagged execution, commercialization and disclosure ga…
Nova Minerals Ltd. (NASDAQ:NVA) slid about 2% on Friday following a public disclosure from Spruce Point Capital Management that it had established a short position in the company. Spruce Point's report highlighted concerns over Nova's valuation, infrastructure and community obstacles at its Alaskan operations, gaps in proof of concept, a history of…
KeyBanc maintained a Sector Weight rating on Texas Roadhouse following the restaurant operator's fourth-quarter 2025 results, which missed consensus on both EPS and same-store sales. The firm lowered its 2026 earnings per share estimate to $6.25 to reflect higher general and administrative costs, while noting the stock's current valuation sits near…
Canaccord Genuity reduced its price objective for Etsy Inc. to $72 from $80 while keeping a Buy rating after the company's fourth-quarter results. Etsy reported results broadly in line with expectations, with modest GMV growth, a strong gross margin and solid free cash flow. Management provided forward guidance that implies upside to take rate and …
Evercore ISI removed Sprouts Farmers Market (SFM) from its Tactical Underperform List following the grocer's fourth-quarter fiscal 2025 results, which featured a 1.6% comp-store sales gain and an earnings-per-share beat. Despite the upside, traffic turned negative and gross margin slipped, and the firm flagged a cautious first-half outlook that ant…
H.C. Wainwright raised its price objective on First Majestic Silver Corp (AG) to $30.00 from $24.50 and maintained a Buy rating after the company reported materially stronger full-year and quarterly results for fiscal 2025. First Majestic recorded $1.26 billion in revenue and net earnings of $164.9 million, driven by the first-year contribution fro…
KeyBanc has reaffirmed an Overweight rating and a $145.00 price target on Walmart Inc. shares, citing robust fourth-quarter results that included market-share gains, expansion in nontraditional revenue streams, and continued supply chain investments. The price target implies upside from the stock's trading price of $124.87, although InvestingPro da…
KeyBanc has reiterated an Overweight rating on Oddity Tech Ltd (ODD) with a $50.00 price target following the company’s launch of METHODIQ, a telehealth medical skincare platform. KeyBanc’s proprietary card-spend dataset - which it says correlates about 85% with Oddity’s reported quarterly revenues since Q1 2023 - suggests spending across Oddity’s …
