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UBS trimmed its price target on Salesforce.com Inc. to $200 from $260 while retaining a Neutral rating following conversations with seven customers and partners ahead of the company's fourth-quarter earnings. The bank noted improved feedback on Salesforce’s Agentforce product and no indication that customers plan to replace Salesforce with AI-nativ…
UBS increased its 12-month price target for Howmet Aerospace Inc. to $260 from $228 while retaining a Neutral rating. The upgrade follows better-than-expected margins and continued top-line growth, underpinned by pricing, content gains and volume expansion, even as the firm notes elevated valuation multiples versus peers. Howmet’s recent acquisitio…
Hafnia is trading near its 52-week highs on improving technicals, an attractive 5.77% dividend yield and a $3.36B market cap that looks reasonable against a P/E of 10.9 and a PB of 1.44. Recent moves around Hafnia's TORM stake and rising product tanker rates give the company near-term cash and earnings optionality. We lay out a mid-term trade (45 t…
UBS trimmed its price objective on S&P Global to $550 from $620 while retaining a Buy recommendation, pointing to the company's underperformance after fourth-quarter results, softer guidance for Market Intelligence and Ratings, and concerns about the potential impact of artificial intelligence on the sector. The stock has slid roughly 26.13% over s…
UBS increased its price target for Ross Stores to $199 from $181 while maintaining a Neutral stance. The bank's checks point to solid fourth-quarter sales momentum and a likely 15-cent EPS beat versus the Street's $1.88 estimate. Ross Shares are trading near their 52-week high, and UBS expects fiscal 2026 EPS guidance in the $7.05 to $7.35 range. A…
UBS raised its price target on Williams Companies to $89 from $78 while keeping a Buy rating, pointing to the company’s positioning to capture natural gas demand tied to power generation and data centers. Williams reported a larger power backlog and projected related EBITDA growth, and several other brokerages have also adjusted targets and forecas…
UBS reduced its price objective for Wendy’s Co. (WEN) to $7.50 from $8.50 while maintaining a Neutral rating, citing weak U.S. same-store sales and brand-specific challenges reflected in the chain’s fourth-quarter results and commentary. Wendy’s 2026 guidance shows roughly flat system sales, modest adjusted EPS and EBITDA ranges, and planned U.S. p…
UBS reduced its price objective for Wayfair Inc. (NYSE: W) to $130 from $135 while retaining a Buy rating, a level the firm says still implies roughly 54% upside from the stock's current quote of $84.56. The update arrives as investors prepare for Wayfair's fourth-quarter report due on February 19 and amid a stream of divergent analyst calls and co…
Fastly’s Q4 beat and raised 2026 outlook point to accelerating adoption of AI workloads at the edge. Revenue growth, positive adjusted EPS, improved margins and positive free cash flow justify a bullish swing trade, but the stock carries elevated technical heat and execution risk. Trade plan: enter $17.50, stop $14.00, target $30.00; horizon: mid-t…
Poland's main benchmark, the WIG30, closed down 1.26% on Tuesday as heavy losses in the Basic Materials, Oil & Gas and Chemicals sectors pressured the market. Declining issues outpaced advancers by a wide margin, while energy and commodity prices moved lower and the zloty weakened modestly against major currencies.
UBS reiterated a Buy rating on United Therapeutics Corp. and left its price target at $645, a level that implies roughly 34% upside from the then-current share price of $480.65. The bank highlighted upcoming Phase 3 results, stable longer-term estimates, and the company’s high gross margins as reasons for its stance, while trimming a near-term sale…
Stifel reaffirmed a Buy rating and a $160 price objective on Datadog (DDOG) after the company's recent analyst day, highlighting growth potential in newer product lines, broader selling motions and a pathway to sustained margin expansion. Management emphasized extensions across the software development lifecycle, bring-your-own-cloud options and AI…
Stifel raised its price target on Rivian Automotive to $20 from $17 and retained a Buy rating after the company's fourth-quarter 2025 results and a bullish 2026 delivery outlook. The upgrade follows stronger-than-expected earnings metrics and guidance that signals an anticipated second-half ramp for the R2 model. Other firms also adjusted their tar…
Stifel reduced its price target on DraftKings Inc. to $40 from $44 while keeping a Buy recommendation. The move reflects investor concern after a sharp share decline and management's cautious guidance, with elevated promotional spending and potential regulatory or product-related headwinds weighing on sentiment despite strong gross margins and an e…
Stifel increased its 12-month price objective for Ingersoll-Rand (NYSE: IR) to $101 from $87 while keeping a Hold rating after the company reported a fourth-quarter 2025 performance that exceeded forecasts. Shares jumped, EBITDA remains strong, and management set 2026 organic growth guidance of 0% to 2% with flat volume expected. Stifel flagged mod…
Xerox Corp's shares climbed after the company revealed a new joint venture with private equity firm TPG to manage and monetize certain intellectual property assets. The venture secured $450 million in financing led by TPG Credit, with proceeds going to Xerox for general corporate purposes, including liquidity enhancement and support for its Reinven…
Moses Victor Javier Aguilar, Procter & Gamble's Chief Research, Development & Innovation Officer, sold 15,169 shares on February 13, 2026, yielding $2.46 million, and exercised options to acquire an identical number of shares at $91.07 each. The company reported fiscal second-quarter 2026 results with EPS of $1.88 versus a $1.86 consensus and reven…
Caterpillar Group President Anthony D. Fassino sold 7,891 shares on February 13, 2026, realizing $6.13 million, exercised options to acquire 11,000 shares at $219.76, and disposed of an additional 3,109 shares. The company recently reported fourth-quarter 2025 earnings and revenue that exceeded forecasts.
William M. Gottwald, a roughly 10% owner of Tredegar Corp, sold 11,914 shares of common stock on February 12-13, 2026, realizing about $107,700. The transactions were executed in two tranches and left Gottwald with substantial indirect holdings across multiple trusts. Tredegar’s market capitalization stands at $293.25 million and the stock has rise…
United Maritime Corporation (NASDAQ:USEA) saw its stock climb 4.4% on Tuesday after announcing three coordinated transactions designed to bolster cash generation and free up liquidity. The moves include the sale of an equity stake in a Norwegian joint venture building an Energy Construction Vessel, the divestiture of its oldest Kamsarmax vessel, an…
Trimble (TRMB) blends positioning hardware, mapping software, and an expanding suite of subscription services that are being amplified by AI and cloud GIS adoption. The stock is trading below its 50-day moving average with technicals showing mild bullish momentum. This trade idea takes a mid-term long stance with an entry at $66.00, a stop at $61.0…
Denmark's OMX Copenhagen 20 ended the session up 0.66% as gains in the Consumer Goods, Real Estate and Oil & Gas sectors pushed the market higher. Genmab, Demant and Coloplast recorded the largest advances, while Rockwool, Carlsberg and Novozymes were among the laggards. Commodity and currency moves were mixed, with crude and Brent oil falling and …
Bank of America upgraded Albemarle to Buy from Neutral and boosted its price target to $190, pointing to a doubling in lithium spot prices since October that have held above $20 per kilogram. The bank highlighted company cost programs and productivity gains that, together with firmer lithium pricing and tightening supply dynamics, should support ma…
Stifel reduced its price target on Disc Medicine to $110 from $125 while retaining a Buy rating, after the U.S. Food and Drug Administration issued a Complete Response Letter for the company’s bitopertin New Drug Application. The decision prompted Stifel to push back its commercialization forecast for bitopertin to mid-fiscal 2027 from late first q…
Stifel reduced its price target for Armada Hoffler Properties (NYSE: AHH) to $9.00 from $10.50 while retaining a Buy rating. The REIT reported fourth-quarter 2025 normalized funds from operations (FFO) of $0.29 per share, beating both Stifel and consensus estimates by $0.03. Armada Hoffler also posted revenue above expectations but registered an EP…
