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.
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…
Bernstein SocGen Group increased its price target on Anheuser-Busch InBev to $97 from $96 while maintaining an Outperform rating, highlighting strong stock performance, improving U.S. market-share data, signs of volume and margin recovery for 2026, and anticipated World Cup-related demand across the Americas.
Needham has trimmed its 12-month price target for Bitdeer Technologies Group (BTDR) to $22 from $30 but preserved a Buy recommendation. The revision follows the company’s fourth-quarter report, which topped revenue expectations but missed on adjusted EBITDA amid higher electricity expenses, elevated general and administrative costs tied to AI and H…
Craig-Hallum has initiated coverage of Compass Therapeutics (CMPX) with a Buy rating and a $15.00 price target. The research firm highlighted the company’s bispecific antibody platform and lead asset, tovecimig (PD-1xVEGF-A), which may present a near-term commercial opportunity in second-line biliary tract cancer. Several other analysts have recent…
Cantor Fitzgerald has increased its 12-month price target on Vertex Pharmaceuticals to $590 from $485 and kept an Overweight rating, pointing to the company’s belief that a renal franchise could approach the size of its cystic fibrosis business. The firm emphasized positive clinical analogs, financial strength and management confidence on safety, w…
Schonfeld Strategic Advisors has hired Arthur Goossens, formerly co-head of commodities trading at BNP Paribas, to develop volatility trading strategies across multiple asset classes including metals. Goossens was promoted to the co-head role at BNP Paribas last year and worked previously as head of precious metals trading. At BNP Paribas, John Ros…
FormFactor (FORM) has moved from recovery to expansion: recent beats, a string of strategic moves into photonics and advanced manufacturing, and clear DRAM/HBM tailwinds are combining to lift revenue mix and gross margins. The trade: initiate a long at $96.50 with a disciplined stop and a mid-term target of $120 tied to continued HBM traction and m…
Atlanta Braves Holdings offers exposure to one of MLB's strongest franchises plus adjacent real estate cash flows at a market cap of roughly $2.9B. Balance-sheet leverage and negative FCF justify caution, but limited public float, franchise moat and mixed-use real estate underappreciation create a defined asymmetric trade. Enter at $46.00, stop $41…
The U.S. Commerce Department has provisionally found that Russian palladium is being dumped into the U.S. market, supporting a tariff petition from miner Sibanye-Stillwater. A preliminary weighted-average dumping margin of 132.83% was cited; a final determination, which will follow a U.S. International Trade Commission inquiry, is expected in mid-2…
Stephens increased its FedEx (FDX) price objective to $405 from $330 and kept an Overweight rating after the carrier’s Investor Day. Management outlined plans to exceed consensus fiscal third-quarter 2026 EPS, accelerate digitization using artificial intelligence, and concentrate growth on select business-to-business markets. Other firms, including…
Guggenheim reduced its price target for DraftKings Inc. (DKNG) to $37 from $42 after the company released fourth-quarter results and provided an initial 2026 outlook. The investment firm kept a Buy rating even as it lowered its forward revenue and adjusted EBITDA projections for 2026. DraftKings reported revenue and adjusted EBITDA ahead of consens…
Stephens cut its price target on Check Point Software (CHKP) to $210 from $240 following the vendor's fourth-quarter 2025 results, but left its Overweight rating unchanged. The quarter delivered strong billings and better-than-expected subscription growth, yet product revenue and product bookings disappointed. Management's 2026 guidance for revenue…
Evercore ISI trimmed its price target for Yelp to $31 from $38 while retaining an Outperform rating, pointing to continued weakness in the company’s advertising business despite recent partnerships and acquisitions. Yelp reported a mixed fourth quarter of 2025 with modest revenue upside and an EBITDA beat, but its guidance for the first quarter and…
Stephens reduced its Martin Marietta Materials price target to $735 from $740 while keeping an Overweight rating after fourth-quarter results that fell short of forecasted metrics. Aggregates selling price, volumes, and profit-per-ton gains were all below expectations, while unit costs rose more than anticipated. The company also presented 2026 EBI…
Needham reduced its 12-month price target on Toast Inc. (TOST) to $35 from $60 while retaining a Buy rating, citing sector multiple compression even as the company reported robust location additions, revenue growth and momentum in product adoption. Toast beat revenue estimates for the fourth quarter but recorded an earnings-per-share shortfall; man…
Needham increased its 12-month price target on Cohu from $30.00 to $33.00 while maintaining a Buy rating. The firm pointed to design wins in data-center applications and ongoing opportunities tied to High Bandwidth Memory and AI compute as reasons for the higher target, even as Cohu reported a fourth-quarter miss on non-GAAP gross margins driven la…
Needham has cut its 12-month price target on TransUnion to $95 from $115 while leaving its Buy rating intact. The adjustment follows fourth-quarter results that beat revenue and earnings expectations, but Needham pointed to mixed fiscal 2026 guidance - driven by softer mortgage volume assumptions and a slower-than-expected India recovery - as the r…
Needham increased its price target for Instacart (CART) to $55 from $50 and kept a Buy rating following the company’s fourth-quarter results and first-quarter guidance. The research house raised its 2026 adjusted EBITDA estimate by 2% after noting large 2025 customer cohort additions, a doubling of Storefront additions year-over-year, improvements …
Needham increased its price target for Applied Materials to $440 from $390 and kept a Buy rating after the company delivered stronger-than-expected quarterly results and set aggressive semiconductor equipment revenue guidance for calendar year 2026. Management expects wafer fabrication equipment growth to continue into 2027, supported by demand in …
Compass Therapeutics (CMPX) shares rose after Craig-Hallum initiated coverage with a Buy rating and a $15.00 price target, citing confidence in the company’s bispecific antibody strategy and a near-term commercial opportunity for lead candidate tovecimig in second-line biliary tract cancer. The firm also highlighted early-stage programs positioned …
Two men were jailed after being convicted of plotting an Islamic State-inspired assault intended to kill large numbers of Jewish people in England. Prosecutors argued the plan, which involved automatic firearms, could have resulted in casualties exceeding those from a December mass shooting in Sydney. A judge imposed minimum terms of 37 and 26 year…
Canaccord Genuity reduced its price target on CVRx Inc to $10.00 from $11.00 but maintained a Buy rating, citing lower valuation multiples within the small-cap medical technology peer group. CVRx reported fourth-quarter 2025 revenue of $16.0 million, beating Canaccord and consensus estimates and aligning with the company’s own guidance range. The c…
Major brokerages issued contrasting views on Rivian on Friday. Deutsche Bank raised its rating to Buy and lifted its price target, citing signs of an improving trajectory, better vehicle costs and a clearer 2026 outlook. UBS moved to Neutral from Sell, saying the company’s path to scale and profitability remains uncertain amid cash burn and executi…
Apellis Pharmaceuticals executive Mark Jeffrey DeLong sold 368 shares of company stock on February 11, 2026, for $8,152 to cover tax withholding tied to restricted stock units released the prior day. The transaction leaves DeLong with 114,591 directly held shares. The sale coincides with a corporate pre-announcement of $689 million in fourth-quarte…
Coherus BioSciences Inc. (CHRS) saw its shares fall sharply in premarket trading after the company priced a public offering of 28.6 million shares at $1.75 apiece, a meaningful markdown from the prior close. The offering is expected to generate roughly $50.1 million in gross proceeds before underwriting fees, and includes a 30-day option for underw…
