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.
Stifel has maintained a Buy rating and a $160 per-share price target on Glaukos (GKOS), citing encouraging signs for the company’s iDose and Epioxa programs. The firm expects sequential expansion in iDose volumes in early 2026 and reports Epioxa system placements running ahead of management targets. Recent regulatory and payer developments, plus ba…
Greek equities closed higher on Wednesday, driven by strength in the Banking, Construction and Travel sectors. The Athens General Composite rose 3.30% at the close in Athens. Viohalco and Cenergy were standout performers, each reaching all-time highs, while a small number of stocks in real estate and construction slipped.
Erste Group has resumed coverage of Eni SpA with a buy rating, citing the oil and gas company's ability to sustain high operating cash flow and to offset declines from aging fields through planned gas and liquefied natural gas (LNG) projects targeted for 2026. The broker pointed to robust recent share performance and a steady dividend track record …
Stifel increased its 12-month price target on Sunoco LP to $64 from $61 while retaining a Buy rating, pointing to benefits from the Parkland acquisition and ongoing synergies. The company reported stronger-than-expected revenue but a substantial earnings-per-share miss for fourth-quarter 2025. Management continues to pursue smaller bolt-on deals an…
Stifel reduced its price target on Palo Alto Networks to $185 from $200 while keeping a Buy rating after the cybersecurity firm's fiscal second-quarter results were affected by the earlier-than-expected closings of the Chronosphere and CyberArk deals. The company reported better-than-expected overall earnings and reaffirmed key full-year metrics, b…
Stifel has reaffirmed its Buy rating on Cadence Design Systems (CDNS) and retained a $395.00 price target after the company's fourth-quarter fiscal 2025 results. Cadence beat revenue, margin and EPS consensus estimates and raised first-quarter fiscal 2026 guidance. The company continues to show strength in semiconductor IP, hardware, and AI-related…
Stifel has reaffirmed a Buy rating and a $75.00 price target on CAVA Group Inc (NYSE:CAVA) ahead of the company’s fourth-quarter earnings report due February 24. The analyst house expects results to meet or beat consensus and projects 2026 growth powered primarily by unit expansion, menu innovation and expanded marketing. Stifel also flagged improv…
Erste Group upgraded NextEra Energy (NYSE: NEE) from Hold to Buy, driven by revised long-term growth expectations and the utility's stronger financial targets. The firm highlights an expected earnings per share compound annual growth rate of at least 8% through 2032 from a 2025 base, robust margins, and an expanding dividend. Recent quarterly resul…
Erste Group cut its rating on Alibaba Group Holding (NYSE: BABA) from Buy to Hold, pointing to shrinking operating margins and a climb in long-term liabilities. The firm still sees potential in Alibaba’s AI and cloud initiatives, while other brokerages maintain bullish views amid strong user growth for the Qwen AI assistant and fresh marketing inve…
Erste Group moved its recommendation on IBM (NYSE: IBM) from buy to hold, pointing to an expected deceleration in the company’s infrastructure business driven by mainframe demand. The downgrade arrives amid a recent share price pullback and follows company guidance for modest top-line growth and a material increase in free cash flow for 2026.
Erste Group moved Procter & Gamble (NYSE: PG) from Hold to Buy, citing attractive valuation relative to peers. The consumer goods company reaffirmed guidance for low-single-digit sales growth and modest EPS expansion, while outlining a $14-15 billion plan to return capital to shareholders. Several other large brokerages adjusted ratings and price t…
Erste Group upgraded McDonald’s Corp. shares from Hold to Buy, pointing to expectations of stronger sales growth and the company’s high operating margins. The upgrade comes amid a wave of analyst target changes following better-than-expected global same-store sales in the fourth quarter, with price targets now ranging from $250 to $380 and the stoc…
Erste Group downgraded Cisco Systems to Hold from Buy, flagging pressure on gross margins driven by sharply higher DRAM and other memory costs. The move comes despite Cisco's positive revenue guidance for fiscal 2026 and better-than-expected fiscal second-quarter results. The shares are trading at $77.84 and are judged overvalued by Fair Value metr…
Old Second Bancorp INC (NASDAQ:OSBC) disclosed an insider sale by director Darin Patrick Campbell and reported fourth-quarter 2025 results that topped analyst forecasts. The bank's board has also authorized a share repurchase program of up to $43.9 million after receiving approval from the Federal Reserve Bank of Chicago, and Raymond James raised i…
Bank of America selected five Information & Business Services companies as its sector favorites, assigning Buy ratings and specific price targets. The picks - S&P Global, MSCI, Fair Isaac, Aramark and NIQ Global - are identified for durable revenue models, high switching costs and, in Bank of America's view, relative protection against potential AI…
Stifel reduced its 12-month price target for Caesars Entertainment (CZR) to $36 from $39 while retaining a Buy recommendation. The new target implies roughly 66% upside from the stock's current price of $21.63, even as the share price hovers near a 52-week low. Stifel and other brokerages note strong free cash flow potential alongside investor doub…
Stifel reduced its 12-month price target for Leidos Holdings to $205 from $220 while keeping a Hold rating, citing investor concern over key Veterans Affairs disability exam contracts and AI disruption. The company posted a stronger-than-expected fourth quarter on EBITDA and showed solid book-to-bill metrics, but revenue in the quarter missed forec…
U.S. equities on Wednesday saw distinct winners and losers across market-cap tiers as corporate news and analyst moves triggered pronounced share-price reactions. Notable rallies included Palantir and Garmin, while several industrial and small-cap issues recorded sharp declines. The session highlighted sector-specific catalysts from analyst upgrade…
Stifel reduced its 12-month price target for General Mills Inc. (GIS) to $50 from $52 while retaining a Buy rating, following the company’s presentation at the 55th CAGNY conference. General Mills lowered its fiscal 2026 guidance amid slower consumer recovery, citing heavier promotional activity and weaker volume trends, with specific softness in c…
The BIST 100 index finished the session up 0.23% as sector gains in Leasing & Factoring, Technology and Banking supported a modest rise in Turkish stocks. Two small-cap names hit new highs, while several logistics and industrial firms recorded double-digit percentage declines. Commodity prices and key FX pairs moved notably alongside the equity ses…
Seaboard (SEB) combines a cash-generative pork business with a growing Marine fleet and attractive valuation. Fundamentals and recent policy tailwinds for shipping make a mid-term long trade compelling from the current ~$4,955 level. Entry at $4,955, target $5,400, stop $4,680; horizon mid term (45 trading days).
Heron Therapeutics is trading near the bottom of its recent range despite product revenue upside and board additions. Valuation is modest by biotech standards (market cap ~$232M, EV ~$315M) but cash flow is negative and shorts are crowded. This is a tactical, mid-term swing trade: enter at $1.23, stop $0.95, target $1.85 over ~45 trading days with …
CIBC economist Avery Shenfeld contends that Canadian exports are likely to remain duty-free even as Washington intensifies trade rhetoric. The bank’s outlook rests on legal safeguards in the USMCA and market signals that do not reflect an imminent broad tariff escalation. Still, Shenfeld cautions that ongoing threats to the agreement are eroding cr…
A new survey by the American Chamber of Commerce and Bain & Company finds a steep fall in US investor optimism toward France, with only 17% expecting improvement over the next two to three years and a majority reporting deterioration over the past year. The findings reflect growing economic policy uncertainty following snap legislative elections an…
Cloudflare reported accelerating revenue and deal activity driven by agentic AI workloads. The balance of robust cash generation and an expensive valuation creates a tactical long opportunity: enter around $190.47, target $300, stop $170, horizon 180 trading days. Key risks include stretched multiples, competition, and execution on margin expansion…
