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 lowered its price target on American International Group (AIG) to $88 from $95 while retaining an Overweight rating. The firm pointed to better-than-expected catastrophe losses and favorable reserve development but said underlying underwriting results and top-line trends disappointed. InvestingPro data show AIG trading at $78.44 with …
Needham has trimmed its price target on Cellebrite to $18 from $24 while retaining a Buy rating. The adjustment arrives even as the digital intelligence company outperformed expectations on revenue, gross margins and annual recurring revenue growth. Management projects ARR growth of 18%–19% for calendar 2026, a figure Needham describes as a conserv…
Needham reduced its price objective on Unity Software to $35 from $50 while keeping a Buy rating, pointing to a lower valuation multiple even as the company’s Vector product reports double-digit sequential growth. Unity’s stock trades well below its 52-week high amid mixed earnings results, a decision to wind down the ironSource ad business, and lo…
Scotiabank raised its price target on Equinix to $997 from $959 while maintaining a Sector Outperform rating, pointing to a stronger backlog, planned site openings and increased enterprise AI deployments as drivers of faster earnings growth. Equinix’s updated 2026 guidance and recent revenue forecast, alongside third-party analyst reactions, provid…
Piper Sandler lowered its price target on HubSpot Inc. to $280 from $400 while retaining an Overweight rating, pointing to a compression in software sector multiples as the key driver. The research note acknowledged several favorable operating signals at HubSpot - including strong gross margins, accelerating net new ARR, revenue beats, a $1 billion…
KeyBanc has lowered its price target on ANGI Inc to $11 from $17 while retaining an Overweight rating, following the company's fourth-quarter results and revised 2026 guidance. Management now expects revenue growth to return later than previously forecast, and it has trimmed 2026 growth guidance from mid-single-digit to low-single-digit. The stock …
Piper Sandler reduced its price target for Inspire Medical Systems from $165 to $85 while retaining an Overweight rating, pointing to reimbursement uncertainty tied to the company’s Gen 5 device. Inspire delivered stronger-than-expected fourth-quarter results but lowered fiscal 2026 revenue guidance after a coding clarification that will affect phy…
Scotiabank reduced its price target on GFL Environmental to $56 from $57 while retaining a Sector Outperform rating, attributing the adjustment to foreign exchange headwinds reflected in GFL's 2026 guidance. The waste services provider posted stronger-than-expected fourth-quarter results and flagged continued commodity and FX pressures, while plann…
Scotiabank raised its price target on AppLovin Corp to $775 from $750 and retained a Sector Outperform rating after the company posted fourth-quarter results that topped expectations for revenue, EBITDA and EPS. While the bank highlighted margin expansion and a scheduled e-commerce platform launch in H1 2026, mixed first-quarter guidance and a vola…
Piper Sandler has increased its 12-month price target for Fastly Inc. (FSLY) to $14 from $11 while maintaining a Neutral rating. The research note highlights a sizable earnings beat, accelerating sales momentum driven by large customers and former Edgio accounts, and guidance that tops consensus for 2026. Analysts and market-data providers show imp…
PDD Holdings trades at $104.58 with a $145.9B market cap, a trailing P/E of 10.4 and a 52-week range of $87.11 - $139.41. Fundamentals and sentiment point to upside while technicals and short interest suggest a setup for a measured long trade. I recommend a long trade with an entry at $104.58, target $140.00 and stop loss $95.00 over a long-term (1…
Exelon reported fourth-quarter adjusted earnings above analyst expectations and raised its four-year capital expenditure plan to $41.3 billion from $38 billion. The Chicago-based utility said higher electricity rates and accelerating power demand supported the results and that it expects 2026 adjusted earnings of $2.81 to $2.91 per share, slightly …
PG&E raised the lower bound of its full-year 2026 profit outlook, citing strong power demand driven by data centers and broader electrification. The utility has moved additional data center capacity into final engineering and reiterated major transmission spending plans, even as quarterly adjusted earnings missed analyst expectations and shares dip…
Wells Fargo’s 2026 biotech outlook narrows its high-conviction SMID-cap ideas to six companies it expects to outperform based on near-term clinical readouts, regulatory milestones, and commercial rollouts. The bank’s coverage spans 22 names, but Ionis, Beam, Taysha, Sarepta, Spyre and RAPT stand out for their pipeline depth, upcoming data, and fina…
Clear Street has reduced the valuation it is seeking in its U.S. initial public offering to $7.2 billion from an earlier $11.8 billion target. The New York-based brokerage is offering 13 million shares at $26 to $28 apiece, down from an initial plan to sell 23.8 million shares at $40 to $44 each. The offering is expected to price later on Thursday,…
H.C. Wainwright increased its price target on NovoCure Ltd. (NVCR) to $47.00 from $39.00 and kept a Buy rating following FDA approval of Optune Pax for locally advanced pancreatic cancer in combination with gemcitabine and nab-paclitaxel. The approval arrived earlier than expected, prompting the firm to raise the probability of success in pancreati…
Truist Securities has reaffirmed a Buy rating and a $21.00 price target for Huntington Bancshares (HBAN) after revising its financial model. The firm lowered its EPS estimates for 2026 and 2027 to reflect reduced purchase accounting accretion tied to Huntington’s Cadence acquisition but says the adjustment can signal higher-quality earnings and doe…
Piper Sandler reaffirmed its Overweight rating and $19.00 price target on Newmark Group, Inc. (NASDAQ:NMRK) following a pronounced market selloff that pushed the stock down 13% in a single session. The firm described Newmark as a capital-light vehicle positioned to benefit from broad commercial real estate (CRE) activity, and noted that recent move…
Morgan Stanley has reaffirmed an Overweight rating and a $21.00 price objective on Huntington Bancshares (HBAN), maintaining the stock as its Top Pick even after the bank reduced its 2027 EPS outlook. Huntington lowered its 2027 EPS range to $1.90-$1.93 from $2.00 while lifting revenue targets and signaling reinvestment of some merger synergies. Th…
Piper Sandler increased its price target on McDonald’s (MCD) to $325.00 from $323.00 while retaining a Neutral rating. The new target sits near the stock's current trading level of $323.21, roughly 1% below its 52-week high. The move comes after McDonald’s outperformed consensus on same-store sales in Q4 2025 and reported stronger-than-expected adj…
Piper Sandler reduced its price target on AppLovin Corp to $650 from $800 but left its Overweight rating intact. The firm cited a mix of higher estimates and a lower valuation multiple even as AppLovin reported better-than-expected fourth-quarter results and gave first-quarter revenue guidance of 5-7% quarter-over-quarter growth. Several other brok…
H.C. Wainwright reduced its price target for Neurocrine Biosciences (NASDAQ: NBIX) to $192 from $198 while retaining a Buy rating. The firm said the adjustment follows a strong finish to 2025, with record Ingrezza prescriptions and a successful launch year for Crenessity, but noted that 2026 guidance for Ingrezza of $2.7-2.8 billion - roughly 10% g…
H.C. Wainwright raised its price target on LightPath Technologies to $15 from $10 following a record fiscal second quarter in which revenue beat expectations. The analyst retained a Buy rating amid growing defense and security demand, a sizable backlog and a recent large order for cooled infrared cameras, though profitability and valuation remain o…
H.C. Wainwright increased its price objective for Exelixis to $54 from $52 and maintained a Buy rating after the company reported fourth-quarter 2025 results. The upgrade follows stronger-than-expected diluted net income and largely in-line revenue and expense items, while other firms continue to view the name positively amid clinical optimism for …
Piper Sandler has reaffirmed an Overweight rating and a $72 price objective on Rollins (ROL) after the company reported fourth-quarter results that fell short of expectations. The stock dipped in after-hours trade following the release, but analysts point to late-quarter weather disruption as a likely transitory cause. Rollins continues to show str…
