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.
H.C. Wainwright increased its 12-month price target for Genmab A/S to $40 from $39 and retained a Buy rating. The upgrade follows a revised discounted cash flow valuation that highlights DARZALEX royalties and the company�s pipeline. Genmab posted $3.7 billion in revenue for 2025 with $2.44 billion in DARZALEX royalties and reported net earnings of…
Piper Sandler increased its price target on Amgen Inc. to $432 from $381 and kept an Overweight rating after discussions with company management and updated modeling that incorporated Amgen's recent revenue growth and higher sales forecasts for key products. The move follows robust fourth-quarter results and a range of analyst reactions across the …
RBC Capital increased its price target for Compass Pathways (NASDAQ:CMPS) while sustaining an Outperform rating after the company presented Phase III and longer-term follow-up data showing no red flags. The data underscore COMP360's potential to deliver durable benefit for treatment-resistant depression after one or two doses, supporting a commerci…
Piper Sandler raised its price target on Cogent Biosciences to $52 from $39 and kept an Overweight rating, citing the company's transition toward regulatory approvals and commercial readiness following late-2025 data. Key upcoming milestones include multiple New Drug Application submissions and potential approvals that could lead to launches in the…
Piper Sandler raised its price target on Tactile Systems Technology (TCMD) to $42 from $35 while keeping an Overweight rating, following fourth-quarter revenue that beat expectations and company guidance for fiscal 2026 of $357 million to $365 million. The firm noted continued strength in the lymphedema business, cited recent acquisition activity, …
H.C. Wainwright reduced its price objective on Hive Digital Technologies to $7 from $10 while retaining a Buy rating. The brokerage cited disappointing fiscal third-quarter results ended in December even as Hive reported strong revenue growth and expansion of both GPU cloud and bitcoin mining operations. The firm noted a low probability that the co…
Nektar Therapeutics just cleared a major perception hurdle: clinical maintenance data in atopic dermatitis (AD) tied to rezpegaldesleukin (rezpeg) have driven investor enthusiasm and put the shares into a breakout. Fundamentals remain early-stage — revenues are modest, EPS negative and free cash flow is negative — but the clinical differentiation, …
Airbnb announced a $750 payment for first-time entire-home hosts who complete their initial guest stay by July 31, aiming to grow supply in 16 North American cities preparing for the mid-2026 FIFA World Cup. The move comes as ticket demand and short-term rental pricing climb, and as the tournament may help reverse a recent dip in U.S. inbound trave…
Freedom Capital Markets upgraded Waystar Holding (NASDAQ: WAY) from Hold to Buy following a fourth-quarter performance that topped expectations and an initial fiscal 2026 outlook that beat on EBITDA. The firm lowered its price target to $33 from $40 to account for the balance sheet impact of the Iodine acquisition and a reduced perpetuity growth ra…
Piper Sandler reaffirmed an Overweight rating and an $87.00 price target on Coca-Cola (KO), following remarks by incoming CEO Henrique Braun highlighting digital capabilities and a strategy of steady momentum combined with adaptation to changing markets. The company, valued at $342 billion, continues a long-running dividend increase record and rece…
Piper Sandler reduced its 12-month price target for Merit Medical Systems (MMSI) to $106 from $113 while retaining an Overweight recommendation. The stock is trading well below the new target and close to its 52-week low as investors await an upcoming earnings report and consider recent coverage and leadership changes.
Piper Sandler reduced its price objective for General Mills to $53 from $60 while keeping an Overweight rating, citing increased costs to meet consumer value expectations and an unfavorable shift toward promoted purchases. The firm trimmed fiscal 2026 and 2027 EPS estimates and pointed to product-mix deterioration and slower organic revenue recover…
Piper Sandler reaffirmed an Overweight rating and a $265.00 price target on Palo Alto Networks (NASDAQ: PANW), implying roughly 62% upside from the current share price of $163.50. The firm pointed to a modest second-quarter beat, steady guidance and continued revenue momentum, while management highlighted demand for newer products and recent acquis…
Moody’s issued a full-year adjusted earnings-per-share outlook that slightly exceeds analyst consensus, driven by higher demand for credit ratings amid increased bond issuance from major technology companies. The ratings unit posted solid fourth-quarter revenue growth, and the firm beat quarterly profit expectations, though its stock has endured de…
Cognizant (CTSH) is a beaten-down leader in IT services that is oversold technically and cheap on cash-flow metrics. The business still throws off roughly $2.6B in free cash flow and trades at ~14x earnings and ~12x free cash flow. With AI/cloud-led outsourcing demand and industry-specific momentum in insurance and healthcare, this is a tactical bu…
As Ramadan began in Gaza, many Palestinians marked the month amid the rubble of destroyed mosques or in improvised prayer spaces made from tarpaulins and wood. Families displaced by the conflict are using former mosque courtyards for shelter and daily life, while local officials report dozens of rebuilt prayer areas created from recycled materials …
Guggenheim increased its price target for PepGen Inc. (PEPG) from $6 to $7 while retaining a Buy rating. The firm points to upcoming FREEDOM2 5 mg/kg MAD cohort data in March, which it sees as a catalyst for meaningful upside under several efficacy and safety scenarios. PepGen also appointed Joseph Vittiglio as Chief Business and Legal Officer.
Northland has begun coverage of Satellogic, Inc. (NASDAQ: SATL) with an outperform rating and a $5.50 price objective, implying roughly 92% upside from the stock's $2.87 share price. The research note highlights rising sovereign demand for security-focused imaging, the company's strong gross margins, and anticipated growth from NextGen and AI-First…
Northland moved Similarweb Ltd. (SMWB) from Outperform to Market Perform and reduced its price target to $5.00 after the company missed fourth-quarter revenue estimates and issued softer fiscal 2026 guidance. The quarter included a modest improvement in non-GAAP EBIT and continued high gross margins, but the top-line shortfall was tied to timing of…
Rosenblatt upgraded Cadence Design Systems (CDNS) to Buy from Neutral and increased its price target to $360 following the company's fourth-quarter fiscal 2025 results. The quarter showed revenue ahead of Rosenblatt and consensus forecasts, a sizable sequential backlog increase, and margins that remain strong. Rosenblatt also nudged up its fiscal 2…
KeyBanc has reiterated an Overweight rating on MKS Instruments with an unchanged $250.00 price target after the company reported fourth-quarter results that topped multiple analyst expectations. While revenue and adjusted earnings exceeded consensus, first-quarter guidance implies a sequential EPS decline despite sales remaining roughly steady, a c…
KeyBanc reaffirmed an Overweight rating and a $65.00 price target on Nutanix, noting the stock’s valuation and free cash flow profile despite the company’s lowered near-term revenue guidance. The bank pointed to de-risked guidance for the second quarter and fiscal 2026, potential revenue reacceleration later in the fiscal year, and an accelerating …
TD Cowen has raised its rating on Medpace Holdings Inc. (MEDP) to Hold from Sell and trimmed its price target to $419 from $462, a level close to the stock's recent trading price. The firm says the shares appear to reflect fair value after a re-rating from peak multiples, though it flags uncertainty around the ultimate impact of AI-driven changes o…
Guggenheim reduced its 12-month price target for Uber Technologies Inc. to $125 from $135 but left its Buy rating intact. The revised target remains well above the stock's current trading level and follows updated segment-level profitability assumptions, higher Delivery expenses tied to European expansion plans, and an upward revision to buyback ex…
TD Cowen moved ICON plc to a Buy rating from Hold and set a new price target of $120, down from $183, arguing the market has overreacted to an internal accounting investigation. The clinical research organization’s shares are trading at $88.62, and TD Cowen highlights a low P/E, strong free cash flow yield and a modest modeled revenue hit in coming…
