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 raised its price objective on Applied Materials to $430 from $385 while maintaining an Outperform rating, citing robust wafer fabrication equipment demand and the company’s leadership positions across DRAM/HBM, advanced logic and packaging. Management expects Systems revenue growth of more than 20% in calendar 2026, and other broker act…
BMO Capital reduced its 12-month price target on TransUnion to $85 from $105 while keeping an Outperform rating, citing guidance headwinds tied to FICO pass-through costs and softer segment outlooks despite a solid quarterly beat. TransUnion reported stronger-than-expected Q4 2025 results, prompting Needham to lower its target as well but retain a …
Cantor Fitzgerald reduced its price target for TripAdvisor to $10.00 from $14.00 and maintained an Underweight rating after the travel-platform reported mixed fourth-quarter results and issued cautious near-term guidance. Management flagged continuing demand headwinds in its hotels business and plans to invest in the Experiences segment, while also…
Piper Sandler reduced its 12-month price target for Pinterest Inc to $21 from $33 and kept a Neutral rating after the company's quarterly results and first-quarter guidance missed expectations. The decision follows a sharp after-hours share drop and is part of a broader wave of analyst repricing amid user growth that has not fully translated into r…
Craig-Hallum upgraded Applied Materials from Hold to Buy and bumped its price target to $450, arguing that sustained demand tied to AI advanced node chips, high bandwidth memory and advanced packaging underpins a multi-year equipment cycle. The research house's forecast for equipment growth in 2026 outpaces Applied Materials' own revenue guide, and…
Roth/MKM initiated coverage of Lifetime Brands (LCUT) with a Buy rating and a $5.00 price target, implying roughly 47% upside from the stock's $3.40 level. The firm points to potential growth, margin expansion and stronger free cash flow following cyclical and tariff-related headwinds, while Canaccord Genuity recently cut its rating to Hold and tri…
Craig-Hallum downgraded SPS Commerce from Buy to Hold and trimmed its target to $70, citing acquisition underperformance, a subdued 2026 outlook and delays to planned enablement activities. The firm also raised concerns that artificial intelligence could exert downside pressure despite management’s positives. The move follows a quarter with an EPS …
Cosmos Health Inc. Chief Executive Officer Grigorios Siokas received 388,532 common shares on February 12, 2026, under a debt exchange arrangement, according to a Form 4 filing. The shares were recorded at $0.3732 each, representing a $145,000 transaction. The move comes while COSM shares trade around $0.40, the company shows signs of financial str…
Morocco's benchmark fell at Friday's close in Casablanca, with the Moroccan All Shares dropping 0.39% as declines in Utilities, Banking and Mining outweighed gains in several individual stocks. Miniere Touissit led advances, hitting an all-time high, while Douja Prom Addoha fell to a 52-week low. Commodity and currency benchmarks moved only margina…
DoorDash is trading well below its moving averages and 52-week high despite positive operational momentum: $2.29B in free cash flow, modest leverage and expanding retail partnerships. Technical indicators are deeply oversold, presenting a high-probability rebound trade. Reiterate Buy with a clear entry, stop and target for a swing (45 trading days)…
Cantor Fitzgerald trimmed its price objective on Pinterest Inc. to $18 from $34 but retained an Overweight rating after the company's fourth-quarter results fell slightly short of estimates. Pinterest forecasted slower first-quarter revenue growth and cited tougher-than-expected headwinds from large advertisers alongside a sales-team reorganization…
KeyBanc has boosted its price target on Cognex to $70 from $50 and kept an Overweight rating after the machine vision company delivered strong fourth-quarter results and an above-consensus outlook for the first quarter. The firm highlighted operating expense efficiencies and management's goal of roughly 25% adjusted EBITDA margins on a run-rate bas…
Cantor Fitzgerald reduced its price objective for Instacart to $47 from $54 while retaining an Overweight rating. The revised target still implies more than 20% upside from the current share price. The analyst note also contains analysis of Rivian's stronger-than-expected quarterly metrics. Separately, Needham raised its Instacart target to $55 and…
Piper Sandler reiterated a Neutral rating and a $190.00 price target on Lululemon Athletica Inc., citing material uncertainty around the company’s CEO succession and a probable margin reset. The firm noted the stock trades at specialty retail multiples that make it appear inexpensive, but warned that operational execution and product direction rema…
Cantor Fitzgerald has lifted its 12-month price target for Rivian Automotive to $18 from $15 while maintaining a Neutral rating following fourth-quarter results that exceeded Visible Alpha consensus on revenue, gross margin and the bottom line. Rivian reported a GAAP gross margin of 9% versus a 2% consensus, and management set a 2026 delivery outlo…
Cantor Fitzgerald lowered its price target for Expedia Group to $245 from $285 while retaining a Neutral rating. The adjustment follows a fourth-quarter result that topped EBITDA expectations by 11%, solid bookings and room-night growth, and strong profitability metrics. The firm raised fiscal 2027 EBITDA estimates modestly but cited ongoing debate…
Cantor Fitzgerald cut its price target for Airbnb Inc. to $121 from $141 while retaining a Neutral rating. The move follows fourth-quarter results that beat some expectations on bookings and EBITDA but included an EPS miss. Management's preliminary fiscal 2026 guidance points to flat EBITDA margins, and Cantor said it needs clearer signs of an impr…
KeyBanc has reiterated an Overweight rating on Dutch Bros Inc. (BROS) and set a $77.00 price objective, noting strong fourth-quarter results and visible sales momentum. The stock currently trades well below that target and carries a high price-to-earnings multiple, while recent positioning-related weakness and competitive pressures create uncertain…
Jefferies analysts say a recent indiscriminate sell-off in Australian software equities has created buying opportunities in companies with distinctive business moats and clear paths to revenue or margin recovery. The firm highlights TechnologyOne, WiseTech Global, SiteMinder and Life360 as buys, while assigning a hold to Xero due to heightened AI c…
Baird raised its rating on Wells Fargo to Neutral from a lower stance after a sector-wide selloff trimmed valuations and narrowed downside risk. The firm acknowledged growth opportunities following the lifting of regulatory caps but warned that market expectations are elevated and much of the upside depends on adding leverage. Baird also upgraded S…
Zillow fell to a 52-week low on weak Q1 guidance and headlines about AI competition and lawsuits. The sell-off overshoots the real business risk. With a $10.5B market cap, $1.13B in cash, low debt and $235M in free cash flow, Zillow can absorb short-term legal noise and iterate products. I recommend a long entry on the plunge with a clear stop and …
Bernstein SocGen Group has reiterated an Outperform rating on FedEx and kept a $427.00 price target, highlighting management targets for $25 of EPS in calendar 2029 and $16 billion of free cash flow over the next three years. The firm and other analysts point to margin expansion initiatives, a strategic shift toward B2B and higher-revenue B2C shipm…
Bernstein SocGen raised its price objective for Cognex to $66 from $49 and kept an Outperform rating, pointing to what it sees as the early phases of a global factory automation recovery and sustained margin expansion. The company's shares have climbed substantially year-to-date and over the past 12 months, while other brokerages have issued a rang…
Needham reduced its price target for Coinbase Global Inc. to $230 from $290 but retained a Buy rating after the company reported results roughly in line with Street expectations. The firm said Coinbase narrowly exceeded its revenue forecast but missed on adjusted EBITDA, and highlighted weakness in cryptocurrency trading during the first quarter of…
Bernstein has reaffirmed an Outperform rating on Airbnb Inc. (ABNB) and set a $162.00 price target after the company’s most recent quarterly report. The target implies roughly a 32% upside from the current share price and sits above the wider analyst consensus, which implies about a 24% upside. The firm highlighted healthy nights-booked growth, acc…
