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.
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…
BofA Securities has resumed coverage of FactSet Research Systems Inc. (NYSE: FDS) with an underperform rating and a $195 price target, close to the stock's recent trading level. The firm highlighted momentum in the company's wealth business and initial uptake of artificial intelligence capabilities but flagged elongated sales cycles, muted net new …
BofA Securities has opened coverage of Pitney Bowes Inc. (PBI) with an underperform rating and a $9.00 price target, below the stock's current trading level of $10.09. The bank cited structural challenges in the company's mailing businesses and potential pressure on pricing and volumes during its turnaround, while acknowledging strong gross margins…
Bowman Consulting Group Ltd saw its stock fall 7.7% on Tuesday after founder and CEO Gary Bowman announced plans to retire later this year. The board has begun a formal search for his successor, will consider both internal and external candidates, and approved amendments to employment agreements for the CFO and COO to promote continuity. Bowman is …
U.S. Trade Representative Jamieson Greer said Tuesday the Trump administration is considering adjustments to how broad steel and aluminum tariffs are applied to ease compliance burdens on businesses, while keeping the primary metals duties intact. The potential changes respond to complaints from companies and pressure from trading partners, though …
Cybin Inc (NYSE: HELP) shares gained 8.2% following publication of Phase 2a results showing a single 21.5 mg dose of SPL026 produced a clinically significant reduction in depressive symptoms versus placebo at two weeks, with effects emerging within one week and persisting for months in some participants. The randomized, placebo-controlled study met…
BofA Securities moved TransUnion's stock rating to Neutral from Underperform and nudged its price target to $83 from $80, pointing to clearer visibility on multi-year growth levers across international markets, emerging verticals and the company’s cloud transformation. The firm also raised 2026 and 2027 adjusted EPS estimates, while other analysts …
BofA Securities moved Equifax Inc. (EFX) to a Buy rating from Neutral and set a $250.00 price target, citing expectations for multi-year acceleration in the company’s Workforce Solutions segment. The firm raised its 2026 and 2027 adjusted EPS estimates, highlighted improved product momentum and noted low artificial intelligence risk. Equifax recent…
BofA Securities has reinstated coverage of Rollins Inc. (NYSE: ROL) and assigned a Buy rating with a $67.00 price target, implying roughly 12% upside from the stock's quoted price of $59.89. The bank highlighted a combined growth model of steady organic expansion and targeted acquisitions to scale Rollins' decentralized, multi-brand platform. The c…
BofA Securities reinstated coverage of Aramark Holdings with a Buy rating and a $50.00 price target, citing customer wins, record retention and technology-led cost reductions as catalysts for revenue and margin improvement. The target implies more than 26% upside from the stock's current level, and follows a quarter in which Aramark beat earnings a…
Karen B. Woods, General Counsel and CAO of First Financial Bancorp (FFBC), disposed of 10,000 shares on February 13, 2026, in a transaction valued at $302,800. The sale was reported in a Form 4 filing with the SEC. The move comes amid the company reporting record fourth-quarter results and the initiation of coverage by Brean Capital with a Neutral …
Bank of America updated its outlook on a set of retail real estate investment trusts after widespread fourth-quarter outperformance across the sector. With eight of 11 retail REITs having reported results, most companies met or beat expectations. Analysts pointed to robust leasing activity in 2025 and tenant credit that exceeded forecasts, and they…
Natural gas prices have fallen sharply this month, a move Morgan Stanley attributes to milder late-February weather and a quick supply rebound after Winter Storm Fern. The bank notes a roughly 29% pullback in prices during February amid weaker heating demand, while rising drilling activity in the Haynesville has pushed Lower 48 dry gas production h…
The South African Reserve Bank (SARB) has proposed eliminating the country's long-standing prime lending rate as a reference in financial contracts and replacing it with its policy rate. A SARB discussion paper argues the prime rate has become largely administrative, citing its fixed 350 basis point spread above the policy rate since 2001. The prim…
Freedom Capital Markets upgraded Alnylam Pharmaceuticals (ALNY) to a Buy rating from Hold, driven by robust AMVUTTRA revenue growth in the U.S. and abroad and expectations for continued patient momentum into 2026. The firm trimmed its price target to $410 from $470 to reflect revised near-term revenue and margin assumptions, and highlighted pricing…
B. Riley increased its price objective for Intuitive Machines Inc. (LUNR) to $25 from $20 and maintained a Buy rating, applying a higher EV/sales multiple to fiscal 2026 estimates. The firm pointed to an expanding commercial and governmental focus on lunar activity that will require communications, navigation and surface mobility services, areas wh…
Robinhood Ventures Fund I has filed a registration statement with the SEC to offer 40 million common shares of beneficial interest at an expected price of $25 per share. The offering comprises 35 million shares from RVI and 5 million shares from Robinhood Markets Inc. (HOOD), with a 30-day underwriter option for up to 6 million additional shares. G…
Solaris Energy sits squarely in a hot energy tape in 2026, but the path to upside runs through execution: project deliveries, contract wins and clear financing. This trade idea favors a disciplined long with tight risk control — the upside is meaningful if Solaris proves it can scale, but execution failure would be punishing.
Piper Sandler increased its 12-month price objective for Yeti Holdings Inc. (NYSE:YETI) to $54 from $43 and kept an Overweight rating, saying the U.S. drinkware business appears to be moving past difficult year-over-year comps and is poised to return to growth in the fourth quarter. The firm pointed to new product rollouts, favorable retailer feedb…
Piper Sandler has reaffirmed an Overweight rating and a $130.00 price target on Walmart Inc. (WMT), projecting Q4 comparable sales and continued strength in e-commerce and Walmart Connect advertising. The target sits close to the stock's trading level and near its 52-week high. With Walmart's earnings report imminent, the firm expects results to be…
Federal Reserve Bank of Chicago President Austan Goolsbee told CNBC that the Fed could enact "several more" interest rate cuts in 2026 if inflation demonstrably returns to the central bank's 2% target. He cautioned that recent weak headline inflation partly reflected base effects and stressed services inflation remains "not tame," while noting good…
Piper Sandler reiterated an Overweight rating on Ford Motor Co. and left its price target at $16.00, highlighting the automaker's traction in software and service revenue. The firm projects nearly $1.7 billion in software- and service-related EBIT by 2027, representing over 15% of Ford's total EBIT, and noted free cash flow strength that can suppor…
