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.
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 …
H.C. Wainwright trimmed its 12-month price target for Corcept Therapeutics (CORT) to $67 from $105 while maintaining a Buy rating after a February 19, 2026 Federal Circuit decision found Teva’s generic Korlym does not infringe Corcept patents. The ruling likely clears the way for additional generic entrants, which the firm expects will pressure net…
Canaccord Genuity increased its price target for Guardant Health to $135 from $125 and kept a Buy rating, citing stronger revenue assumptions in the outer years of its 10-year discounted cash flow model. Guardant reported fourth-quarter 2025 results in line with its January preannouncement, recorded $35.1 million in Shield revenue for Q4 and provid…
Rosenblatt reduced its price target for Gemini Space Station (GEMI) to $11.50 from $26.00 while retaining a Buy rating, citing execution risk, smaller scale and a longer path to profitability. The company is executing a major restructuring that includes executive departures and significant expense reductions. Preliminary fiscal 2025 revenue guidanc…
Mangoceuticals Inc. (NASDAQ:MGRX) shares climbed 70% in premarket trading after the telemedicine firm reported a 336% month-over-month increase in sales of its $99 per month injectable testosterone replacement therapy (TRT) program and a 54% reduction in customer acquisition costs. The program, launched in mid-December, bundles medical consultation…
Rosenblatt increased its price target on Harmonic Inc. (HLIT) to $16 from $14 while keeping a Buy rating, pointing to fourth-quarter results that suggest prior headwinds have eased. The company reported record bookings and a 3.5x book-to-bill ratio in Q4, while its broadband segment outperformed consensus revenue estimates by about 8% and posted a …
