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.
Needham reduced its price target on Klaviyo Inc to $30 from $45 while retaining a Buy rating following the company’s strong fourth-quarter performance. The firm pointed to outsized revenue versus recent ranges, record customer additions and healthy margin metrics. Multiple other brokerages adjusted price targets after the quarter, but analysts broa…
BTIG maintained its Buy rating and $141 price target on Duke Energy following the company's 2025 earnings release on February 10. Management met consensus EPS expectations, provided 2026 guidance, updated its capital plan and rate base growth, and announced additions to its generation portfolio and energy supply pipeline. Analysts and market metric…
BofA Securities reduced its price target on Moderna to $24 from $27 and kept an Underperform rating after the FDA issued a Refusal to File for the company’s seasonal influenza vaccine candidate, mRNA-1010. The bank flagged an unclear path forward for the flu program and pushed its breakeven estimate to 2030, while Moderna maintains its 2026 guidanc…
Barclays lowered its 12-month price target on Hinge Health Inc (HNGE) to $52 from $60 while retaining an Overweight rating. The firm cited stronger billings driven by higher engagement and expanded yield, alongside margin gains and ongoing investments into product rollouts. Hinge Health reported a solid Q4 beat and robust revenue growth; several ot…
Barclays cut its price target on Robinhood Markets to $124 from $159 but retained an Overweight rating following weaker-than-expected fourth-quarter results. Revenue pressures came from lower take rates in options and cryptocurrency trading and reduced securities lending, even as the company remained profitable and posted strong year-over-year reve…
BofA Securities reduced its price target for Spotify to $750 from $900 while retaining a Buy rating after the streaming company posted a quarter that beat revenue and gross profit estimates and reported robust user growth. The stock trades near $500 and shows a low PEG ratio, even as some firms tweak price targets higher or lower based on margin pr…
Barclays raised its price target for Marriott International to $356 from $320 after the hotel operator reported fourth-quarter 2025 results and disclosed an unexpected increase in the royalty rate it collects from its co-branded credit card program. The bank kept an Equalweight rating, noting the royalty-rate change should add roughly 3% to Marriot…
BMO Capital has maintained a Market Perform rating on Lyft with an unchanged $23 price target after the company released quarterly results that mixed healthy bookings and margin expansion with guidance that falls short on adjusted EBITDA. The shares trade well below the target, reflecting ongoing investor skepticism amid uneven ride volume growth a…
Citizens has maintained its Market Outperform rating and $40.00 price objective on Amentum Holdings Inc. (AMTM), pointing to the company's scale following a transformative merger, attractive valuation, and alignment with federal national security priorities. Amentum reported a Q1 2026 earnings beat and robust revenue, but the stock moved lower in p…
Planet Labs has consolidated government contracts, a growing backlog and improving profitability metrics that, in our view, make it the preferred long-term exposure to commercial earth observation versus BlackSky. This trade idea outlines a long trade in Planet Labs with an entry at $21.50, a $30 target and an $18 stop, and explains the fundamental…
Bank of Mexico Deputy Jonathan Heath said he doubts the central bank's recent projection that inflation will fall to its 3% target in the second quarter of 2027. Heath warned that the bank could be relying on overly optimistic forecasts, underestimating structural inflation pressures and risking premature monetary easing, even as official data show…
Baird raised its price objective on Terreno Realty Corp to $67 from $64 while keeping an Outperform rating, pointing to improving rental trends in the REIT's coastal markets and the company's underlevered balance sheet as drivers of further upside. The move follows a stretch in which Terreno has been the top-performing industrial REIT year-to-date …
RBC Capital reduced its price objective on Hinge Health Inc. (HNGE) to $50 from $60 but left its Outperform rating in place after the company posted results and guidance that beat expectations. The firm praised another quarter of revenue outperformance and margin expansion, noting a sizable runway for growth as the business scales. Other analysts r…
Citizens maintained its Market Outperform rating and $18.00 price target on CorMedix (CRMD) after the company’s Analyst Day, citing the prophylactic potential of REZZAYO and the drug’s treatment-stage safety and efficacy data. The stock is trading well below that target, indicating substantial upside in Citizens’ view. CorMedix also announced a $75…
Baird raised its price target for EastGroup Properties to $203 from $200 while keeping an Outperform rating, citing a strengthening demand environment for industrial real estate and healthy leasing dynamics. The REIT reported solid revenue growth over the last year and showed early signs of improved leasing in its development portfolio. KeyBanc als…
RBC Capital reduced its price target on Lyft to $22 from $27 while maintaining an Outperform rating after a difficult fourth quarter marked by weaker-than-expected ride volumes and competitive pressure from Uber. The firm’s new valuation rests on a more conservative EV/2027E EBITDA multiple reflecting slower rides growth and a steeper margin ramp t…
Evercore ISI raised its price target on Advance Auto Parts to $60 from $56 and kept an In Line rating ahead of the company’s fourth-quarter earnings release scheduled for this Friday before market open. The firm points to a late-quarter sales uplift and solid January trends that could produce modest upside to consensus, while noting leverage and ma…
Itau BBA has reiterated an Outperform rating and maintained a R$58.00 price target on Suzano after the company reported fourth-quarter 2025 results. Suzano delivered a stronger-than-expected quarter driven by its pulp business, with EBITDA exceeding analyst and consensus estimates, robust revenue growth and improved cash flow. The company also anno…
BofA Securities increased its price target on Gilead Sciences to $162 from $154 and kept a Buy rating after the company reported robust fourth-quarter product revenue, led by the HIV portfolio. Management signaled macro headwinds are largely behind it and guided for continued mid-single-digit growth in core franchises, while Needham also raised its…
RBC Capital raised its price objective on Coca-Cola to $87 from $78 while retaining an Outperform rating, a move that implies roughly 13% upside from the stock's current level near $76.81. The bank pointed to solid results and persistent portfolio momentum despite short-term mix and timing headwinds; other major brokerages also updated targets and …
Citizens has reiterated a Market Outperform rating and a $70.00 price target on BlackLine (BL), signaling substantial upside from the current share price of $44.33. Analysts' targets range from $48 to $73. The firm cites BlackLine's positioning to benefit from the transition to AI-driven accounting software, its enterprise-grade platform, and recen…
The Republican-led House plans a Wednesday vote on the SAVE America Act, legislation that would require proof of U.S. citizenship to register to vote in the November midterm elections and impose penalties on election officials who register people without the specified documents. Democrats call the bill an effort to suppress their turnout ahead of a…
Micron Technology's stock rose sharply after the company's CFO clarified that HBM4 is already in high-volume production and being shipped to customers. Executives said shipments are being ramped up in the current quarter - one quarter ahead of previous expectations - and described the product as delivering performance above 11 gigabits per second. …
BCA Research warns that gold prices could suffer a meaningful near-term decline if the recent momentum-driven inflows into gold ETFs from China and other Asian markets unwind. While the firm highlights the tactical vulnerability created by regionally concentrated investment flows, it also says longer-term structural factors - including global inves…
Morgan Stanley reduced its Spotify price target from $775.00 to $650.00 but kept an Overweight rating and reinstated the stock as a Top Pick. The note pointed to strong user additions, improving revenue trends and planned AI-enabled product rollouts, while also flagging operating margin pressures that led to higher 2026 expense assumptions. Other b…
