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.
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…
UBS upgraded Avolta AG from neutral to buy and raised its 12-month price target to CHF65 from CHF48, citing tighter capital discipline, stronger passenger demand outlook and a free cash flow yield the brokerage believes is not yet reflected in the share price. The research note included revised earnings and cash flow forecasts, a suite of scenario …
Ocular Therapeutix reported that its AXPAXLI candidate met the primary endpoint in the Phase 3 SOL-1 trial for wet age-related macular degeneration, but the company's shares plunged 35% on the news. The SOL-1 data showed a significant advantage over aflibercept at Week 36; the company plans to discuss a potential NDA submission with the FDA while a…
Truist Securities upgraded Shopify to Buy from Hold and lifted its price target to $150 from $110, arguing that a broad decline in software valuations tied to AI concerns has opened a compelling long-term buying opportunity. Analyst Terry Tillman points to Shopify's recent accelerating growth, payments momentum, platform scale and resilience to so-…
General Mills shares fell 3.6% on Tuesday morning after the Minneapolis-based packaged-food company downgraded its fiscal 2026 outlook. The firm now expects organic net sales to decline 1.5% to 2% and has widened the hit to adjusted operating profit and adjusted diluted earnings per share to a 16% to 20% fall in constant currency. Management attrib…
Public Masterpiece, a Cyprus real-world asset tokenization firm, has announced PMT Chain, a purpose-built Layer 1 blockchain focused on authenticating and tokenizing physical assets. The company has also repositioned the PMT brand to mean Public Masterpiece Technology. The network centers on a UAE-based Certification Hub staffed by art experts and …
Truist Securities has begun covering EquipmentShare (NASDAQ:EQPT) with a Buy rating and a $43.00 price target, flagging the company’s competitive position in the U.S. equipment rental market and its technology-driven fleet expansion model. The shares trade below Truist’s target at $33.77, implying roughly 27% upside. While revenue is robust, the co…
Medtronic reported third-quarter results that exceeded analyst expectations, driven by robust sales of heart therapies including pulsed field ablation systems and transcatheter aortic valve replacement devices, and continued uptake of continuous glucose monitoring. The company left its fiscal 2026 adjusted EPS forecast unchanged at $5.62 to $5.66.
A U.K. consumer group has applied to withdraw a class-action suit accusing Qualcomm of abusing market dominance to extract inflated royalties from Apple and Samsung. Which? represented about 29 million purchasers and had sought up to 480 million pounds in compensation, but says it will pull the case after reaching an agreement under which Qualcomm …
Global markets reopened to subdued trading with U.S. futures marginally lower and investor sentiment remaining strongly bullish despite pockets of volatility in technology stocks. Bank of America’s monthly survey shows elevated optimism about the economy and earnings, while economic releases and central bank commentary due this week could clarify p…
Citi analysts argue that prospective diplomatic breakthroughs involving Iran and between Russia and Ukraine - initiatives reportedly supported by U.S. President Donald Trump - could reduce crude oil and refined fuel prices, easing affordability pressures for American households and potentially prompting a deflationary impulse that would allow for e…
H.C. Wainwright began coverage of Autolus Therapeutics plc with a Buy rating and a $9.00 price target, signaling more than 540% upside from the stock's recent $1.40 price. The firm's valuation rests on a discounted cash flow projection through 2038 using a 12% discount rate and 2% terminal growth, treating Autolus as a platform technology company. …
Credo Technology designs high‑speed connectivity silicon and copper interconnects that shave power and cost from AI data centers. Recent results show outsized revenue and margin expansion; valuation is rich but the market is pricing in a multi‑year AI build. This trade targets a mid‑term rebound as adoption widens, with defined entry at $121.47, st…
Compass Point initiated coverage of BitGo Holdings (NYSE:BTGO) with a Buy rating and a $17.00 price target, highlighting the companys push from custody services toward a broader prime brokerage offering. The firm projects that growth in prime services will lift average revenue per user and help re-rate the stock, even as certain profitability metr…
Raspberry Pi Holdings plc saw a sharp rise in its stock following a regulatory filing that disclosed Chief Executive Eben Upton bought additional ordinary shares. The purchase added 4,684 shares to Upton's position, taking his total holdings to 2,591,136 ordinary shares and was completed on February 16, 2026. The company's stock climbed markedly on…
Berenberg has upgraded BASF from sell to hold and increased its price targets on both the Frankfurt shares and U.S. ADR, citing a change in the European political environment for the chemicals sector. The brokerage points to recent anti-dumping measures, changes in Chinese VAT rebates for some chemicals, and a debate over EU carbon allowance cuts a…
Evercore ISI told clients that heavy investment in artificial intelligence is reshaping market dynamics, warning that falling free cash flow at major hyperscalers has produced the firm's first systemic "yellow flag." The firm still expects robust capital spending and a continued structural bull market, while pointing to credit-market divergences an…
Wells Fargo upgraded Jack Henry & Associates (NASDAQ: JKHY) to Overweight from Equal Weight and increased its price target to $196 from $181, pointing to conviction in fiscal 2027 revenue acceleration. The firm added Jack Henry to its 'Fab 5' fintech list, anticipating growth from a combination of core banking, digital and payments wins, firmer ren…
Wells Fargo upgraded Accenture to Overweight from Equal Weight and put a $275 price target on the stock, signaling more than 22% upside from the prevailing share price. The bank cited improving bookings, peer commentary on discretionary spend, and easier year-over-year comparisons as reasons for greater confidence in revenue acceleration in the sec…
Stifel has started coverage of MHA plc with a 'buy' recommendation and a 205p price target, implying roughly 35% upside from the stock's Feb. 16 close of 151.5p. The brokerage's valuation is derived from a discounted cash flow model using a 9% weighted average cost of capital and a 2.5% terminal growth rate. Stifel projects revenue and adjusted EBI…
Bank of America’s February global fund manager survey of 190 participants overseeing $512 billion shows worries that companies are overinvesting in capital expenditure at a record high. At the same time, overall investor sentiment is strongly bullish, with large net positioning toward equities and commodities, growing expectations for stronger grow…
