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.
Oppenheimer trimmed its price objective on Insulet Corporation to $300 from $365 while keeping an Outperform rating after the company posted robust fourth-quarter revenue and issued fiscal 2026 guidance. Insulet beat top-line estimates, guided to 20-23% revenue growth for fiscal 2026, and continues to rely on its O5 patch pump leadership and expans…
Oppenheimer increased its price target on Clean Harbors (CLH) to $300 from $283 while retaining an Outperform rating after the company posted Q4 2025 results that exceeded consensus and provided FY2026 guidance above Street expectations. Management highlighted a multi-year path to higher Environmental Services margins and announced a range of capit…
DB Cargo, the freight unit of Deutsche Bahn, will cut 6,000 jobs by 2030, trimming almost half of its 14,000-strong workforce. The move, confirmed by DB Cargo chief Bernhard Osburg, aims to reduce costs after declines in business from automotive, steel and chemicals customers. Deutsche Bahn intends to try to place affected employees elsewhere withi…
Walmart reported stronger-than-expected holiday-quarter revenue and robust e-commerce gains as John Furner takes over as CEO, but the company issued a conservative fiscal-year forecast that falls short of elevated analyst projections. Management highlighted continued investments in faster delivery and low-price positioning while unveiling a $30 bil…
Futures tied to Canada's main stock index moved lower as markets parsed the Federal Reserve's minutes, which signaled divisions among policymakers and left the door open to further rate action. Gains in Canadian equities from the prior session - driven by materials and technology - faced pressure, while U.S. futures also pared early advances. Gold …
Bank of England rate-setter Catherine Mann described this week's inflation figures as "good numbers" while cautioning that underlying inflation measures have not improved as much as hoped. She flagged a recent uptick in unemployment as a significant concern and said the central bank is nearing a point where monetary policy will be balanced between …
EPAM Systems said it expects first-quarter revenue and adjusted earnings per share roughly in line with analyst models, driven by continued customer expenditure on AI-enhanced systems and software projects. The company reported fourth-quarter revenue and adjusted EPS that topped estimates, but its shares fell in premarket trading.
UBS upgraded DWS Group to a buy rating and increased its 12-month price target to €70 from €56, pointing to stronger earnings projections and a capital return program that could produce €10.16 per share in distributions over the next 15 months. UBS raised its 2026-28 EPS estimates and forecasts meaningful net inflows driven by passive products, whi…
Evercore ISI placed Dell Technologies on its TAP Outperform List ahead of the company’s January quarter earnings scheduled for February 26, citing better-than-consensus revenue and EPS expectations driven by demand across PCs, servers and AI compute. The move follows multiple analyst actions and dovetails with recent company metrics including AI or…
Cantor Fitzgerald has initiated coverage of Surrozen Inc. (NASDAQ: SRZN) with an overweight rating and a $40 per-share price target. The firm highlighted Surrozen's intellectual property in Wnt biology and its development of complex Wnt-based molecules for retinal indications. Cantor Fitzgerald modeled peak, probability-adjusted sales for SZN-8141 …
Stephens cut its rating on Cheesecake Factory to Equal Weight from Overweight while retaining a $65 price target, pointing to limited upside at current levels given elevated valuation after a roughly 27% year-to-date rally. The restaurant operator delivered fiscal Q4 2025 results that beat consensus on revenue and adjusted EPS, but same-store sales…
BofA Securities upgraded Dentsply Sirona Inc. (XRAY) from Neutral to Buy and increased its price target to $17 from $13, citing an improved risk/reward profile ahead of the company’s expected 2026 guidance. The bank values the company at 15 times estimated 2026 EPS of $1.15, and says the stock, trading near $12.49, appears undervalued. BofA also hi…
Morgan Stanley tells investors that a post-earnings decline in one auto retailer's stock presents an attractive entry point. The bank acknowledges a weaker fourth-quarter print and higher per-unit reconditioning costs but maintains conviction in the company's long-term growth path, citing its integrated financing platform, improving leverage metric…
Hims & Hers Health, Inc. saw its shares rise 7.8% Thursday morning after announcing a definitive agreement to acquire Eucalyptus, an international digital health group operating in Australia, the UK, Germany, Japan, and Canada. The transaction, valued at up to $1.15 billion USD, includes an initial cash payment of roughly $240 million and deferred …
HSBC upgraded QuantumScape (NASDAQ: QS) from Reduce to Hold and set a new price target of $8.30, down from $10.50. The move follows the company meeting several 2025 operational milestones, including the integration of Cobra into cell production and shipments of Cobra-integrated QSE-5 cells, even as investors have punished the stock amid broader con…
Charter Hall Group shares fell after an initial strong market reaction to its first-half 2026 results as the company guided to higher operating costs for fiscal 2026. Management said the uplift in expenses reflects bonus accruals tied to operational performance rather than an erosion of fixed-cost leverage. Much of the capital deployment and inflow…
A multi-year supply agreement between Nvidia and Meta provided modest support for Big Tech, yet gains were capped as oil surged, credit strains emerged and Federal Reserve minutes signaled reluctance to ease policy. Markets face geopolitical risks from U.S.-Iran and Ukraine-Russia tensions, while rare earth prices have climbed above a U.S. price fl…
Delta offers a compelling risk-reward setup: steady free cash flow ($3.84B), falling leverage (debt/equity ~0.73), and undervalued multiples (P/E ~9.3, EV/EBITDA ~4.0). This trade targets a re-rating to ~12-13x EPS over the next 180 trading days, with a clear stop to protect against cyclical shocks.
UBS downgraded Freenet from Neutral to Sell and left its price target at €28.50. The broker cited stretched valuation after recent share gains, weakening trends in the mobile and Waipu TV businesses, and a longer-term risk from AI-driven changes to customer acquisition and retention. Freenet stock fell roughly 10% in Germany on the news.
Wells Fargo launched coverage of AxoGen, Inc. (NASDAQ: AXGN) with an overweight rating and a $40.00 price target, implying roughly 13% upside from the current share price of $35.25. The bank highlighted AxoGen's exclusive focus on peripheral nerve repair and its lead off-the-shelf biologic graft product, Avance, as core advantages. The company is e…
Morgan Stanley raised Capgemini SA’s rating to equal-weight from underweight, pointing to a pronounced share price decline that has improved the stock’s risk-reward profile. The bank trimmed its price target to €117 from €142 due to a higher WACC and concerns about medium-term growth visibility amid potential AI-driven disruption. Capgemini posted …
TD Cowen has started coverage of GRAIL, Inc. (NASDAQ: GRAL) with a Hold rating and a $114 price target, reflecting an 11% potential upside from the stock's then-current price of $102.28. The firm's diligence — including calls with key opinion leaders, surveys, and literature reviews — supports a positive view of the multi-cancer early detection mar…
Hims & Hers Health announced it will acquire Australian digital health company Eucalyptus in a transaction valued at up to $1.15 billion. The purchase is designed to extend Hims & Hers' personalized care offerings into Australia and Japan and to strengthen access in the United Kingdom, Germany and Canada through regional partnerships. The deal incl…
Figma's stock jumped roughly 14% in premarket trading after the design-software firm provided a stronger-than-expected revenue forecast for 2026 and detailed plans to monetize embedded AI capabilities. Management said it will introduce AI credits and enforce limits for high-usage customers, while cautioning that AI investments, expanded operations …
UBS raised its recommendation on XL Axiata to Neutral from Sell while trimming its price target to IDR3,300 from IDR3,600. The bank cites stretched valuation metrics and the need for clearer merger synergy evidence before earnings momentum emerges, even as pricing trends and ARPU gains show improvement.
