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.
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…
Piper Sandler reiterated an Overweight rating on BGC Group and held a $14.00 price target after the company reported stronger-than-expected fourth-quarter 2025 results and provided first-quarter 2026 guidance that implies accelerating organic revenue growth. The firm raised its 2026 EPS estimate by one cent to $1.38 and pointed to performance in En…
Piper Sandler has reaffirmed an Overweight rating and a $230 price target on Natera (NTRA), citing a roughly 12% upside from the prevailing share price and pointing to Japan as a potentially underappreciated growth market for the company’s Signatera test. The firm emphasized a 2026 approval target in Japan and commercialization with reimbursement i…
Uber is trading at a valuation that understates its free cash flow generation, high returns on equity, and growth catalysts in delivery and autonomy. Technicals are oversold, short interest is modest, and recent corporate moves expand TAM. I recommend a long trade: entry $70.00, stop $61.00, target $96.00, horizon 180 trading days.
Morgan Stanley has upgraded Veeva Systems to Equal-weight, saying that the market now better understands the competitive risks facing its life-sciences CRM business following a significant drop in the stock. The firm trimmed its price target to $205 amid lower sector multiples, while noting valuation has fallen to a 10-year low on an enterprise val…
KeyBanc has kept a Sector Weight rating on American Tower while lowering its 2026 adjusted funds from operations (AFFO) per share estimate to $10.84. The firm flags a modest 1.2% year-over-year AFFO increase that now incorporates DISH churn and expects the companys 2026 guidance to land 3% to 6% below consensus. Despite near-term uncertainties and…
Elliott Management disclosed a 10% stake in Norwegian Cruise Line Holdings and is pressing for board changes and a revised business plan. The activist claims current directors have not met key responsibilities, including selecting appropriate leadership. Norwegian's stock rose about 7% in premarket trading; it fell more than 13% during the prior ye…
KeyBanc upheld its Sector Weight rating on Wendy’s following the company’s fourth-quarter 2025 results and 2026 guidance, while lowering its 2026 earnings estimate to $0.58. The fast-food chain reported notable same-store sales declines domestically and modest international losses in Q4, and said sales trends would remain pressured through 2026. We…
KeyBanc has reaffirmed an Overweight rating on Cogent Communications (CCOI) and kept a $30.00 price target. The stock, trading at $26.46, is assessed as fairly valued by a Fair Value model despite a greater-than-65% decline over the past year. The firm sees modest downside risk to fourth-quarter results but remains constructive on longer-term reven…
KeyBanc maintained a Sector Weight rating on Azenta, Inc. (NASDAQ: AZTA) after the Society for Laboratory Automation and Screening 2026 Conference in Boston. The company drew a strong turnout at a pre-conference showcase for its biorepository and demonstrated interest in automation products, while recent quarterly results showed a revenue beat but …
Compass Pathways Plc saw its stock surge after reporting statistically significant results from its second Phase 3 trial of COMP360, a synthetic psilocybin therapy for treatment-resistant depression. The COMP006 study met its primary endpoint with the 25mg dose producing a meaningful reduction on the MADRS scale versus the 1mg control, with rapid o…
