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.
U.S. homebuilder confidence fell in February as high land and construction costs, elevated house prices relative to incomes and scarce lots keep many potential buyers sidelined. The National Association of Home Builders/Wells Fargo Housing Market Index dropped one point to 36, remaining below the 50 threshold for a 22nd consecutive month, while bui…
Rafael Carrasco, senior vice president of enterprise strategy at Waste Management (WM), sold 7,352 shares on February 13, 2026, yielding about $1.72 million. The company also announced fourth-quarter 2025 results that fell short of analysts' expectations for both earnings per share and revenue, with EPS of $1.93 versus $1.95 expected and revenue of…
Daniel J. Weber, Executive Vice President and General Counsel of TTM Technologies INC (NASDAQ:TTMI), sold 12,000 shares on February 13, 2026, at $93.88 per share for $1.13 million and additionally transferred 19,790 shares to cover taxes tied to vested Performance Restricted Stock Units at $93.1158 per share for $1.84 million. After the transaction…
Craig-Hallum initiated coverage of BitGo Holdings (BTGO) with a Buy rating and a $18.00 price target, highlighting the firm’s institutional custody platform and suite of services as the market shifts from retail to institutional participation. BitGo shares trade near a 52-week low of $9.66 and face low gross profit margins, but analysts point to si…
BMO Capital has reduced its price objective on Workday to $204 from $285 while keeping an Outperform rating, citing growing uncertainty across application software names and a management transition as Aneel Bhusri returns to the CEO role. Despite a high P/E of 61.17 and a one-third year-to-date share decline, data shows the stock trading near its 5…
BofA Securities resumed coverage of Moody’s Corporation with a Buy rating and a $550 price target, representing roughly 30% upside from the current share price of $428.40. The firm points to the company’s exposure to debt issuance - more than half of revenue - and attractive incremental margins as catalysts for earnings expansion and multiple re-ra…
TTM Technologies director Thomas T. Edman executed two share dispositions on February 13, 2026: a sale of 12,750 shares held by the Edman Family Foundation for $94.92 each, generating roughly $1.2 million, and the sale of 58,090 shares at $93.1158 each to satisfy tax liabilities arising from vested Performance Restricted Stock Units, amounting to a…
BMO Capital reiterated an Outperform rating on Datadog Inc. with a $165 price target following the company’s Investor Day, citing the firm’s broad portfolio, high gross margins and sustained revenue growth. While BMO acknowledged competitive risk from AI-related entrants, it expects observability demand to scale with expanding workloads and for Dat…
BofA Securities has reinstated coverage of Alight Solutions (ALIT) with an underperform rating and a $1.40 price target. The announcement highlights structural timing mismatches between bookings and revenue driven by lengthy sales and implementation cycles, and notes recent turnover at the CEO and CFO levels that could delay a turnaround until a ne…
BofA Securities has resumed coverage of Verisk Analytics Inc. (VRSK) with a Neutral rating and a $205.00 price target, a view that roughly matches InvestingPro’s fair-value estimate. The call comes as the stock has dropped about 32% over the past six months and after Verisk reported slower organic revenue growth linked to a milder extreme-weather p…
BofA Securities has resumed coverage of MSCI Inc. with a buy rating and established a $700 price objective, reflecting confidence in the company's index and data franchise. The firm points to international fee exposure, steady revenue growth, expanding demand for customized and AI-enabled products, and elevated switching costs for asset managers as…
BofA Securities has resumed coverage of S&P Global (SPGI) with a Buy recommendation and a price target of $575. The firm highlighted potential earnings upside driven by refinancing and M&A-related issuance, AI commercialization and cross-segment growth synergies. S&P Global reported mixed fourth-quarter 2025 results, beating revenue estimates but n…
BofA Securities restarted coverage of Cintas Corporation (NASDAQ: CTAS) with a Neutral rating and a $215 price target, citing durable contract-driven revenue and strategic near-term investments that have compressed incremental margins. The bank highlighted Cintas' market leadership and recurring revenue mix while noting shares trade in line with th…
Avidbank Holdings director Mike Rosinus sold 4,051 shares of common stock on February 13, 2026, for $30.07 per share, totaling $121,813. After the sale he retains both direct and indirect holdings in the company. InvestingPro data shows the stock trading modestly above the sale price and near its 52-week high, while its valuation and near-term prof…
RBC Capital raised its price target on Advance Auto Parts to $63 from $57 while maintaining a Sector Perform rating. The firm trimmed near-term comparable sales and EPS forecasts but pointed to ongoing operating margin progress. The stock has rallied year-to-date, and the company reported stronger-than-expected fourth-quarter 2025 results.
RBC Capital lowered its price target on Wendy’s Co. to $8.00 from $8.50 and kept a Sector Perform rating after the fast-food chain reported fourth-quarter results and issued fiscal 2026 guidance that missed consensus. Management pointed to higher general and administrative expenses and elevated interest costs as drivers of weaker EBITDA and EPS gui…
RBC Capital raised its price objective for Moderna Inc. (MRNA) to $30 from $25 while retaining a Sector Perform rating. The decision comes after modest fourth-quarter results and continued progress across several clinical programs, set against a refusal-to-file decision from the U.S. Food and Drug Administration for Moderna’s flu vaccine. The stock…
RBC Capital reduced its price target on Colliers International Group to $180 from $190 but retained an Outperform rating, citing a recent share price decline that the firm views as disproportionate to the company’s modest quarterly earnings shortfall. The analyst house highlighted Colliers’ guidance for double-digit earnings growth in 2025 and 2026…
BofA Securities has resumed coverage of UL Solutions Inc with a Buy rating and a price target of $86, implying roughly 21% upside from the stock's then-current price of $70.71. The firm highlights the company's entrenched position in safety sciences, attractive margins and returns, and potential to benefit from global electrification trends. The st…
BofA Securities reinstated coverage of Fair Isaac Corp. (FICO) with a Buy rating and a $1,900 price target, citing the company’s entrenched credit-scoring franchise, high profit margins and growth drivers in licensing and software. The price target implies roughly 39% upside versus the prevailing share price, while broader analyst consensus indicat…
Loop Industries' stock climbed 2.4% after the company selected BASF Industriepark Lausitz in Schwarzheide, Germany, as the site for its first European Infinite Loop manufacturing facility. The plant, the second globally and the first to operate under Loop's licensing model, is slated to be operational by 2030, produce 70,000 metric tons per year of…
RBC Capital reiterated an Outperform rating and a $500 price target on MongoDB ahead of the company’s fiscal fourth-quarter 2026 results, citing the database’s positioning for GenAI and agentic AI workloads. The firm highlighted four investor focal points—Atlas traction with AI-native customers, go-to-market commentary under new CEO CJ Desai, timin…
Morgan Stanley increased its price target for Citigroup to $152 from $135 and elevated the bank to its top pick while keeping an overweight rating. The firm points to Citi's traction toward a 10%-11% return on tangible common equity (ROTCE) target for 2026 and says management may outline a path to mid-teens ROTCE by 2030. The upgrade leans on a val…
On Feb 17, India’s information minister reiterated that major technology platforms must operate inside the country’s constitutional framework, one week after New Delhi shortened the deadline for removing unlawful online content to three hours. Speaking at the India AI Impact Summit, the minister also called for tougher regulation of deepfakes and s…
BofA Securities upgraded Liberty Energy Inc. (LBRT) to Buy from Neutral and raised its price target to $31 from $20, citing a growing power business and potential upside from cyclical completions. The firm extended its discounted cash flow model to 2030 to reflect a planned 3 gigawatt power footprint by year-end 2029, and maintained near-term EBITD…
