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UBS upgraded Southwest Airlines to Buy from Neutral, increasing its price target to $73 from $51 after modelling outsized earnings contributions from a suite of customer monetization moves. The bank’s base-case sees extra legroom, assigned seating and checked bag fees adding roughly $4.25-$4.50 in incremental EPS at full maturity in fiscal 2027, li…
Following EquipmentShare's recent U.S. initial public offering, several brokerages have initiated coverage. Analysts differ on near-term valuation but generally view the company as well positioned for rapid rental-site growth and technology-led scale gains. Key points of debate include margin outlook, complexity in financial adjustments, and the ti…
Bank of America analysts have reinstated coverage of the information and business services sector, arguing that while AI poses disruption risks for some firms, multiple companies in the space appear well-placed to gain from the technology. They identify specific characteristics that reduce disruption risk and list firms they view as fitting that pr…
BTIG has begun coverage of Innoviva Inc. (INVA) with a Buy rating and a $35 price target, highlighting more than $1.2 billion in projected royalty proceeds through 2030 and a plan to redeploy capital into therapeutics, strategic investments and shareholder returns. InvestingPro data show the stock has risen 25.55% over the past year and appears und…
Rosenblatt upgraded Workday from Neutral to Buy, assigning a $180 price target that implies about 25% upside from the current $144.42 share price. The firm pointed to a steep stock decline, a free cash flow valuation below 10 times, and the return of co-founder Aneel Bhusri as CEO as supporting factors. Rosenblatt's checks find the business stable …
Wedbush launched coverage of BitGo Holdings (NYSE: BTGO) with an Outperform rating and a $15.00 price target, implying roughly 40% upside from the stock's $10.76 share price. The research note highlights BitGo's all-in-one, regulatory-compliant digital asset infrastructure and recurring revenue focus for institutional clients, even as InvestingPro …
Saudi Arabia's stock market finished Tuesday in negative territory, driven by sector-wide declines in Media & Publishing, Transport and Hotels & Tourism. The Tadawul All Share fell 0.77% at the close, with notable individual gains in tourism, financing and education names offset by sharp drops in mining, information systems and learning stocks. Com…
U.S. stock futures edged lower as market participants returned from the holiday and absorbed a fresh batch of corporate updates. Notable premarket movers included declines at Palo Alto Networks, General Mills and Medtronic, while Norwegian Cruise Line and Masimo posted sharp gains amid activist stake reports and takeover chatter.
Rosenblatt Securities began coverage of BitGo Holdings (BTGO) with a Buy rating and a $17.00 price objective, signaling significant upside from the current share price. The firm highlighted BitGo's institutional custody and security business, the effect of the GENIUS Act on pipeline activity, and relatively lower exposure to crypto market swings. S…
RBC Capital Markets has opened coverage on Allianz SE with a 'sector perform' rating and a €405 price target, implying roughly 10% upside from the €367.10 close on Feb. 12. The target includes an assumed 4.7% dividend yield for an aggregate return near 15%. Analyst Ben Cohen judges the shares fairly valued at about 11.8x forward earnings and descri…
Berenberg remains positive on the European cable sector, citing structural demand drivers such as data centre expansion, electrification, renewables and grid investment. However, the bank says investors must be selective as valuation gaps widen and medium-term expectations reset, reiterating a Buy on Nexans, downgrading Prysmian to Hold and keeping…
Kyndryl's stock rose 10% after the company filed its Form 10-Q for the quarter ended Dec. 31, 2025, confirming there were no restatements of current or previously reported financial statements. The company also submitted amendments to its 2025 fiscal-year 10-K and two earlier 10-Qs, and disclosed material weaknesses in internal control over financi…
Cisco reported a strong Q2 with $15.3B revenue and $2.1B in AI orders, and it raised full-year revenue guidance. Rising component costs are a near-term headwind to margins, but the company's exposure to cloud providers and enterprise AI networking positions it to benefit from a multi-year infrastructure cycle. This is a time-to-accumulate trade: in…
Zebra Technologies (ZBRA) sells industrial data-capture hardware and software used across logistics, retail, healthcare and manufacturing. After a sharp pullback, the stock trades at about $264.62 with an enterprise value near $15.4B, EV/Sales of 2.85 and free cash flow of $831M — metrics that argue for value relative to secular growth in location-…
CNH Industrial warned investors that full-year adjusted earnings per share for 2026 will likely come in below analyst expectations, driven by weaker retail demand for farm equipment amid low crop prices, elevated input costs and changing trade policies. The Basildon, UK-based machinery maker said it will restrain production and collaborate with dea…
Deutsche Bank trimmed its rating on Credit Agricole SA to "hold" from "buy" while keeping a €20 target price, pointing to limited catalysts and weaker earnings per share growth prospects. The move comes amid a wider review of French bank coverage following fourth-quarter 2025 results, where retail and asset-gathering activities stood out while corp…
Kennedy Wilson agreed to be taken private in an all-cash deal at $10.90 per share, led by Chairman and CEO William McMorrow alongside senior executives and Fairfax Financial Holdings. The price represents a 46% premium to the company’s November 4, 2025 share price. Shares rose following the announcement, while the transaction remains subject to sha…
General Mills trimmed its full-year fiscal 2026 guidance, pointing to subdued consumer sentiment and a slower volume recovery than anticipated. The maker of packaged foods now sees organic net sales falling more steeply and expects sharper declines in adjusted operating profit and adjusted diluted EPS, even as it continues to invest behind brand di…
Canaccord Genuity has initiated coverage of BitGo Holdings (BTGO) with a Buy rating and a $15.00 price target, implying roughly 39% upside from the stock's prevailing price. The firm highlighted BitGo's institutional custody capabilities, growing trading revenue, staking services, prime brokerage ambitions and broader crypto-as-a-service offerings …
Wolfe Research began coverage of Celestica Inc. (NYSE: CLS) with an Outperform rating and a $350 price target, implying roughly 25% upside from the stock's current level. The firm laid out revenue and margin assumptions for the company’s HPS Switching business, OpenAI server program, and Google TPU server business that drive meaningful incremental …
Wells Fargo moved Eversource Energy (NYSE: ES) from Equal Weight to Overweight and raised its price target to $78 from $71, pointing to recent equity disclosure and improving Connecticut regulatory constructs as catalysts. The utility’s stock has climbed recently and shows attractive valuation metrics per InvestingPro, while fourth-quarter results …
Fiserv shares rose 5% on Tuesday after a report indicated activist investor Jana Partners has taken a stake in the payments and fintech services firm and is privately discussing ways to lift the company's share price. Jana reportedly backs the CEO's execution agenda and plans to refresh the board, though the size of the stake and whether board seat…
Freedom Capital Markets upgraded Visa Inc. (NYSE: V) from Hold to Buy and increased its price target to $375 from $360 following Visa's fiscal first-quarter 2026 results that met or modestly exceeded consensus. Revenue climbed 15% year-over-year to $10.9 billion and adjusted EPS rose to $3.17. Multiple firms reaffirmed or raised their ratings and t…
UBS has initiated coverage of Galecto Inc. (GLTO) with a buy rating and a $45 price target, implying a 54% upside from the stock's current price of $29.12. The firm's thesis centers on DMR-001, a long-acting, subcutaneously administered antibody that selectively targets mutant calreticulin - a driver mutation implicated in a substantial subset of e…
Clear Street started coverage of BitGo Holdings (NYSE: BTGO) with a Buy rating and an $18.00 price target, signaling expectations that recurring infrastructure revenues will outpace operating cost growth and drive an earnings inflection. The target implies a roughly 67% upside from a reference price of $10.76, even as third-party data notes the sto…
