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.
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…
CoreWeave Inc. (NYSE: CRWV) shares fell 3.3% after regulatory filings showed CEO Michael Intrator sold more than 80,000 Class A shares on Feb. 11, 2026, following a conversion of Class B stock to Class A. Intrator retains substantial direct and beneficial ownership in the company as it pursues growth in the AI infrastructure market.
KeyBanc has reaffirmed its Overweight rating and $28.00 price target on SM Energy (NYSE:SM), citing an inexpensive trading multiple and projected deleveraging despite cuts to capital expenditure, production, and earnings forecasts. The company’s shares trade well below the target price, and recent balance-sheet and credit developments have prompted…
Blackstone Inc. is reportedly closing in on an approximately $2.5 billion acquisition of Champions Group, a residential home services company based in Orange County, California. The purchase from current owner Odyssey Investment Partners could be completed as early as Tuesday, barring unexpected complications. Champions provides core household trad…
DA Davidson downgraded Rivian to underperform and trimmed its price target to $14 from $15, citing concerns that the company must achieve an unusually strong R2 debut without federal tax-credit support or broad dealer distribution. The firm acknowledged positive early impressions of the R2 and the R1's solid product attributes, but warned that sale…
Insider transaction reports filed on Monday, February 16, 2026 contained no material purchases or disposals by company executives or directors. The absence of notable trades leaves little immediate directional signal for investors relying on insider activity as a gauge of management conviction or valuation views.
Kenneth Halverson, a member of Richardson Electronics' board, sold 10,000 shares of company stock on February 12, 2026, realizing $130,850 at a weighted average price of $13.085 per share. On the same day he exercised options to acquire 10,000 shares through two separate exercises. Separately, Richardson Electronics reported mixed Q2 FY2026 results…
Bernstein SocGen Group trimmed its price objective on Wendy’s to $9.00 from $10.00 while retaining a Market Perform rating, after the fast-food operator reported steep same-store sales declines in the fourth quarter of fiscal 2025. The company’s shares trade near their 52-week low, and management has guided to flat system-wide sales for fiscal 2026…
Bernstein SocGen Group reduced its price target for DraftKings Inc. (DKNG) to $28 from $32 while keeping an Outperform rating, citing limited near-term visibility after the company's latest guidance. The new target aligns with InvestingPro's Fair Value assessment, and comes amid strong gross margins and a recent quarterly beat that still failed to …
Bernstein SocGen Group maintained an Outperform rating and a $189.00 price target on Hyatt Hotels (NYSE:H), signaling roughly 14% upside from the prevailing share price. The broker highlights Hyatt's fiscal 2026 EBITDA guidance - 13-18% growth based on a conservative 1-3% RevPAR assumption - as the primary support for the call, while noting idiosyn…
Bernstein SocGen Group reiterated a Market Perform rating on Birkenstock Holding plc (NYSE:BIRK) with a $50 price target, in close alignment with InvestingPro’s Fair Value estimate. The stock, trading at $39.80, appears to offer upside against analyst targets and valuation models, but the firm cites investor skepticism about the brand’s trajectory …
Keefe, Bruyette & Woods reduced its price target on Sixth Street Specialty Lending (NYSE: TSLX) to $22.00 from $23.00 while retaining an Outperform rating after a quarter marked by depreciation-driven NAV pressure. Earnings and revenue beat expectations, credit quality held steady, and the company laid out 2026 ROE guidance and a new joint venture …
Statistics Canada reported that consumer prices rose 2.3% year over year in January, down from 2.4% in December. A sharp decline in gasoline prices was the main driver of the slowdown, while core measures excluding food and energy held near recent levels and shelter costs continued to climb at a slower pace.
Canada's Consumer Price Index rose 2.3% year over year in January, down slightly from December's 2.4% reading. A steep drop in gasoline prices was the main factor in the headline slowdown, while core measures excluding gasoline held steady at 3.0%. Shelter inflation eased to 1.7%, the first sub-2.0% print in nearly five years.
Rothschild & Co analysts warned that the emergence of agentic commerce - automated systems that handle shopping and replenishment on behalf of consumers - could reconfigure the retail landscape in a manner comparable to the early rise of ecommerce. The bank left Walmart on Buy, upgraded Dollar Tree to Buy, downgraded Dollar General to Sell and kept…
The National Bank of Romania kept its policy interest rate unchanged at 6.50% in its February meeting. Policymakers are set to publish the quarterly Inflation Report on Wednesday, which will update inflation projections. The bank signalled no major near-term change to its inflation outlook and reiterated expectations that inflation will drop sharpl…
Roth/MKM upgraded Yeti Holdings Inc. (NYSE: YETI) to a Buy from Neutral and lifted its price target to $60 from $37, citing sustained sales and margin momentum through 2026 and into 2027. The stock, trading near $48 within a 52-week range of $26.61 to $51.29, has gained 44% since early November, outpacing the Russell 2000. Other brokers have issued…
