Daily coverage of equity markets, sectors, and major indices.
In-depth reporting on U.S. and global stock markets, including index performance, sector rotation, earnings reactions, volatility trends, and notable single-stock moves. Designed to help traders and investors understand what is driving price action across equities.
3,901 total articles
Electro Optic Systems (EOS) is preparing to relocate its headquarters and stock-market listing from Australia to Europe within a year, its CEO said, citing accelerating demand across the continent for laser-based drone-defence systems and worries among governments about where intellectual property is held. The company has already secured a 71 milli…
ProMIS Neurosciences announced a private placement agreement that could generate up to $175 million, sending its stock up 24%. The initial gross proceeds are expected to be about $75 million, with another $100 million possible if warrants issued in the deal are fully exercised. Management and institutional investors are participating; closing is ta…
With fourth-quarter earnings on the horizon, BofA Securities has identified a set of companies it believes are well placed to manage AI-driven disruption, tighter cost discipline and uneven enterprise IT spending. The bank highlights a large-cap software leader supported by resilient cloud demand and several niche winners across travel software, fi…
Bank of America reiterated a Buy rating on Snowflake, calling the AI-focused data cloud vendor one of the fastest growing stories in software. The bank raised its price target to $275 and said Snowflake is well positioned to benefit from rising enterprise spending on data analytics and AI, though the stock trades at a significant premium to peers.
Regeneron Pharmaceuticals reported fourth-quarter adjusted earnings that exceeded analyst expectations, driven by robust demand for the eczema medication Dupixent. While Dupixent sales climbed substantially, Eylea revenue fell sharply amid competitive pressures and regulatory delays tied to a manufacturing facility. Sanofi warned that Dupixent will…
Goldman Sachs began coverage of Kerry Group with a buy recommendation, assigning a 12-month target price of €95 versus an initiation price of €73.45 and highlighting a recent multi-year portfolio transformation that left Kerry as a pure-play ingredients supplier. The report points to improved margins after the divestiture of Dairy Ireland, a heavy …
SoFi Technologies reported a jump in fourth-quarter profit driven by robust loan demand and rapid expansion of fee-based financial services. The fintech's financial services revenue climbed sharply, while total loan originations reached a record $10.5 billion. CEO Anthony Noto said member credit performance remained in line with expectations, and w…
Leaders of the largest aircraft lessors told a Dublin conference that despite transatlantic tensions and volatile markets the industry remains unusually resilient. With tariff-free mobility for most jets preserved and a heavy backlog of new aircraft from Boeing and Airbus, lessors control much of next decade's deliveries, underpinning lease rates, …
Jefferies lowered its recommendation on Orion Oyj from buy to hold, concluding that the market has largely priced in the positive commercial momentum for prostate cancer therapy Nubeqa. While the broker increased its peak sales estimate for the drug, patent-related risks, anticipated class-wide generic pressure, and constrained pipeline visibility …
Barclays warns that a softer dollar alongside unexpectedly strong U.S. economic momentum has created a favorable environment for risk assets, boosting global equities and particularly emerging markets, while also flagging growing concentration and tactical risks in the reflation trade. The bank highlights mixed signals from policymakers and notes t…
Carrefour SA shares declined on Friday following a downgrade by Jefferies, which moved the stock from "buy" to "hold" and set a new price target of €14. The broker said much of the value from the retailer's strategic review is now reflected in the share price after a roughly 20% re-rating since mid-2025 driven mainly by asset disposal discussions r…
Aon reported a notable increase in fourth-quarter adjusted profit driven by stronger demand for its risk management services. Revenue from the firm's risk capital business rose 7% year-on-year to $2.7 billion, while total revenue increased 4% to $4.30 billion. Adjusted profit attributable to shareholders climbed to $1.05 billion, or $4.85 per share…
Jefferies upgraded Fugro NV to a "hold" rating from "underperform" after noting signs of a recovery in offshore wind sentiment. The Dutch geodata firm's shares climbed over 6% on the upgrade, even as Jefferies projects a sharp decline in fiscal 2025 earnings driven by weakness in offshore wind and oil and gas project delays. The broker highlighted …
Novo Nordisk said Christine Zhou, the executive overseeing its China business, will leave the company at the end of March. Zhou led the launches of Ozempic, approved in China in 2021, and the obesity medicine Wegovy. Her exit occurs amid rising competition from Eli Lilly and an expanding cohort of domestic drugmakers, with Sciwind Biosciences winni…
Jefferies upgraded Fraport AG from 'hold' to 'buy' and designated the airport operator as its preferred European airport stock for 2026, citing a transition to lower capital expenditure, improving free cash flow estimates and a more stable regulatory outlook. The brokerage set a €100 price target and highlighted near-completion major projects, a mu…
Schroders has held senior-level discussions with potential partners to accelerate the growth of its private capital division, sources say. Conversations included talks with French investment firm Wendel and London-listed Bridgepoint Group, and also touched on potential insurer tie-ups. The talks took place several months ago but are currently on ho…
India's equity benchmarks ended lower on Friday, with the Nifty 50 falling 0.39% and the BSE Sensex 30 retreating 0.36%. Sector declines in Metals, Oil & Gas and Fast Moving Consumer Goods pressured the market. Standout gains were seen in Nestle India, Tata Consumer Products and Apollo Hospitals, while Hindalco, Tata Steel and Coal India posted the…
Auto1's stock climbed after JPMorgan placed the company on a Positive Catalyst Watch and raised its price target to €50 from €42. The bank's analysts, led by Marcus Diebel, increased 2026 and 2027 EBITDA forecasts and highlighted improving gross profit per unit, rising volumes, new revenue streams and a de-risked balance sheet as drivers for furthe…
Hennessy, the cognac maker within LVMH’s drinks division, has struck a deal with unions to reimburse bonuses foregone last year because of weak sales. The agreement, due to be signed on Tuesday, provides one-off payments equal to 6.8% of annual pay with defined minimum and maximum payouts and is expected to avert strike action at the company.
Jenoptik AG shares surged over 6% on Friday after Deutsche Bank upgraded the company from 'hold' to 'buy' and lifted its price target to €28 from €22. The bank pointed to a better balance of risk and reward driven by an impending CEO transition and the prospect of a cyclical recovery in the semiconductor segment in 2026.
Bosch warned that 2026 will remain challenging as tariffs and competitive pricing pressure continue to weigh on the automotive supply business. The company delayed its target to reach a 7% operating margin until at least 2027, after cutting roughly 13,000 jobs and reporting a fall in operating margin for 2025 despite a small rise in sales.
Airtel Africa reported a strong third quarter with double-digit revenue growth in several regions, a 31.0% rise in constant-currency EBITDA to $836 million and widening margins. The stock, however, gave back earlier gains to fall roughly 7% on Friday, underscoring investor sensitivity despite operational momentum. Key drivers included sharp mobile …
British Prime Minister Keir Starmer’s trip to China produced modest commercial wins - 30-day visa-free access for British visitors, lower whisky tariffs and a $15 billion AstraZeneca investment - but the visit also highlights the limitations facing Western governments that attempt to rebalance ties toward Beijing as a hedge against U.S. policy unde…
European stock indexes advanced on Friday, supported by broadly positive corporate earnings and encouraging economic readings in the euro area. Gains were tempered by persistent geopolitical strains and developments in U.S. policy that lifted the dollar and pressured commodity prices. Key companies reporting results included Adidas, Swatch, Caixaba…
Safilo Group reported a 12.4% rise in adjusted EBITDA for Q4 2025 to €19.8 million, beating analyst expectations, while sales fell 4.6% to €225 million. Improved gross margins and cost management helped offset tariff pressures, and the company cut net debt materially over the year even after spending on an acquisition stake and share buybacks.
