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.
The Department of Homeland Security has proposed a rule that would halt the issuance of work permits to new asylum seekers until certain asylum processing times fall to an average of 180 days or below. The administration says the change is intended to reduce incentives to file asylum claims for employment and to lower adjudication workloads so secu…
Liberty Global (LBTYA) is a beaten-down major-telecom with a $4.06B market cap and an enterprise value of $10.64B trading at ~EV/EBITDA 9.6. A modest entry here captures upside from strategic portfolio optionality, a five-year Google Cloud deal and improving technical momentum. This trade targets a re-rating catalyst over a 46-180 trading day windo…
Baird began coverage of Affirm with a Neutral rating and a $55 price target, highlighting the company's leading position in buy now, pay later (BNPL) and significant user and merchant growth. The firm emphasized attractive unit economics and expansion opportunities but warned that customer credit profiles and discretionary spending trends create no…
The European Union is studying the U.S. Supreme Court decision that invalidated tariffs imposed during the Trump administration and has asked the U.S. Administration for clarity on how it will respond. An EU spokesperson highlighted the importance of stable trading conditions for businesses on both sides of the Atlantic and reaffirmed the union's c…
Truist Securities raised its price target on Quanta Services to $643 from $548 and kept a Buy rating after the company reported stronger-than-expected fourth-quarter results and issued fiscal 2026 guidance above consensus. The quarter featured an EPS beat, robust Electric Infrastructure sales and margin performance, and three acquisitions that mate…
DA Davidson trimmed its 12-month price target for DoorDash Inc. to $224 from $260 while retaining a Neutral rating following fourth-quarter results that narrowly topped expectations. The firm pointed to strong execution in the U.S. restaurant marketplace and progress in newer verticals, but said the stock's current valuation limits upside despite r…
Truist Securities cut its price objective on Workiva (NYSE:WK) to $90 from $110 while keeping a Buy rating, pointing to broad valuation declines across the software sector. The move comes after Workiva reported robust fourth-quarter 2025 results - including double-digit subscription growth, notable operating margin expansion and a strong free cash …
Truist Securities reduced its 12-month price target on Wayfair to $105 from $120 while retaining a Buy rating, citing first-quarter 2026 guidance and management commentary that signaled potential downward pressure on gross margins later in fiscal 2026. The move follows Wayfair's fourth-quarter 2025 results that beat revenue and earnings expectation…
Truist Securities raised its price target on Walmart to $139 from $127 and kept a Buy rating after the retailer reported a robust fourth quarter. U.S. comparable sales accelerated modestly, alternative revenue streams and e-commerce profitability contributed to margin expansion, and multiple sell-side firms raised their targets amid optimism around…
The Istanbul Borsa closed higher on Friday, with the BIST 100 up 0.94% as gains in the Leasing & Factoring, Information Technology and Technology sectors drove the market. Destek Finans Faktoring reached a record high, while several names on the downside pressured specific segments. Key commodity and FX benchmarks showed mixed moves alongside the e…
Truist Securities trimmed its price objective for Texas Roadhouse to $186 from $188 and kept a Hold rating after the company delivered weaker-than-expected fourth-quarter 2025 results. The brokerage cut earnings estimates amid weather-related disruptions, ongoing beef inflation that could be structural, higher-than-anticipated general and administr…
DA Davidson reduced its price objective on NICE Systems to $125 from $130 and left its rating at Neutral after the company reported fourth-quarter 2025 results that beat expectations and issued optimistic 2026 guidance. Shares have rallied following the earnings beat, driven by cloud revenue growth and heightened AI momentum, but the firm said the …
DA Davidson increased its 12-month price target on Kadant Inc. to $303 from $295 while maintaining a Neutral rating following the company's fourth-quarter 2025 financial results. The new target is grounded in a multiple of 15 times DA Davidson's 2026 EBITDA estimate. The firm highlighted resilient performance in Kadant's parts and consumables busin…
Horizon Kinetics Asset Management LLC, a reported 10% holder of Texas Pacific Land Corp (NYSE: TPL), filed a Form 4 showing the purchase of a single share on February 19, 2026 at $469.18. The company’s stock has since traded at $500.90 and is cited as trading roughly 1% below a stated 52-week high of $491.40, with a 69% year-to-date gain. Separatel…
CarGurus (CARG) is a $2.9B online automotive marketplace that combines a high-return core marketplace with a growing digital wholesale business and new AI-driven products. At roughly $29.25 today, the stock offers a clear asymmetric trade: reasonable valuation (P/E ~19.8; EV/EBITDA ~10.4), strong free cash flow ($272M last period), and meaningful u…
Shares of incarceration services firms tumbled after reports that U.S. Immigration and Customs Enforcement intends to consolidate its privately operated detention network into a far smaller set of government-owned facilities. The move, which would replace multiple local jails and private prisons with about 34 larger DHS-owned sites, sent GEO Group …
Trading on Friday produced a wide range of outcomes across market-cap segments. Mega-cap names such as Google (GOOGL) and Lam Research (LRCX) posted gains, while a number of large-, mid- and small-cap stocks registered sharp losses. A handful of names moved higher on analyst actions or corporate announcements noted alongside their price moves.
Lyft is trading like a busted growth story, but the numbers tell a different tale: low valuation multiples, $1.1B in free cash flow, a modest balance sheet and a fresh buyback. Short-term AV uncertainty creates headline risk, but that same fear has widened the risk-reward for disciplined long trades. This plan targets cyclical recovery and executio…
CDT Equity Inc. (NASDAQ:CDT) saw its stock decline by 11% on Friday after unveiling an agreement to acquire a 20% equity interest in Sarborg Limited for $115 million. The transaction will be settled through an issuance of new common shares and a large block of pre-funded warrants that require shareholder approval, and includes an additional $8 mill…
Truist Securities reiterated a Buy rating and maintained an $800 price target on CACI International, while forecasting roughly a twofold expansion in the companys EV/EBITDA multiple by 2029. The brokerage cites a favorable shift toward Mission Technology, targeted acquisitions, and stronger organic growth and margin performance versus peers as the …
DA Davidson increased its price objective for Walmart to $150 from $135 while keeping a Buy rating, pointing to margin benefits from automation, AI and alternative business lines. The firm and others have revised targets in recent weeks amid signs of market-share gains, revenue growth and profitability improvements, though some analysts remain caut…
Truist Securities reiterated its Buy rating on Amer Sports Inc. (AS) and set a $46.00 price target, highlighting accelerating U.S. engagement for Arc’teryx and Salomon on platforms such as TikTok and Pinterest. The stock, trading near its 52-week high, has gained about 41% over the past year. Other firms including Piper Sandler and Barclays also ho…
Truist Securities raised its price target on Deere & Company shares to $793 from $612 and kept a Buy rating after Deere delivered first-quarter results that outpaced expectations and lifted fiscal 2026 guidance. The company reported stronger shipments in Small Ag & Turf and Construction & Forestry, prompting revenue and margin carry-forwards for th…
Truist Securities raised its price target on Etsy to $83 from $80 and kept a Buy rating, pointing to fourth-quarter 2025 results, the first-quarter 2026 outlook and the sale of Depop for $1.2 billion in cash as supporting factors. Improvements in search, AI-driven recommendations, marketing efficiency and app engagement underpin the firm’s view of …
Truist Securities increased its 12-month price target on Sonoco Products Co. to $69 from $54 while keeping a Buy rating, highlighting the packaging maker's plan to lift adjusted EBITDA to about $1.5 billion by 2028. Management's targets rest on roughly $150 million to $200 million of margin improvement programs, about 200 basis points of margin exp…
