Bilt's transition to a tiered rewards system forces its user base, largely comprised of renters, to recalculate the card's value. The changes, which require higher spending to unlock points on rent, have sparked confusion and a critical decision ahead of a fast-approaching deadline.
Despite posting robust quarterly earnings, Microsoft shares tumbled over 10% as investors balked at rising costs and a cautious outlook, raising questions about the sustainability of its AI-driven growth narrative.
Bank of America has increased its price target for industrial packaging firm Greif (GEF) by $1 to $75, while reiterating a Neutral rating. The adjustment follows the bank's broader reassessment of the packaging sector after recent quarterly earnings calls.
Goldman Sachs raises its price target for Zeta Global (ZETA), citing strategic positioning ahead of an expected surge in software sector mergers and acquisitions driven by valuation gaps and synergy potential.
ARMOUR Residential REIT (ARR) received a bullish upgrade from Jones Trading, which moved the stock to Buy with a $20.50 target, citing a discounted valuation and expected book value growth compared to agency mortgage REIT rivals.
Truist Securities has lowered its price target on Landstar System (LSTR) from $150 to $145, maintaining a Hold rating following the logistics provider's fourth-quarter earnings miss. Analysts cite one-time insurance costs as a drag, while noting core fundamentals have yet to show a decisive turnaround.
Investment firm Giverny Capital has sold its entire position in used-car retailer CarMax, a holding of several years, as detailed in its Q4 2025 investor letter. The move highlights a strategic pivot away from traditional retail plays towards perceived higher-growth opportunities in technology, even as the firm's portfolio underperformed major indices last quarter.
The Walt Disney Company has appointed former Morgan Stanley media analyst Benjamin Swinburne to lead its investor relations and corporate strategy divisions, a move seen as strengthening its financial communications amid industry transformation.
Eaton Corporation's shares have surged approximately 10% over the past month, reigniting the debate on its true valuation. While some models point to significant upside, a discounted cash flow analysis suggests caution, highlighting the divergent narratives investors must navigate.
Enphase Energy unveils a strategic restructuring involving workforce reductions and a new home battery partnership, as the solar technology firm navigates a challenging market and mixed investor returns.
Global spirits giant Diageo is exploring a sale of its high-profile Indian Premier League cricket franchise, Royal Challengers Bengaluru, as part of a strategic review of its Indian assets. Major private equity firms are circling, signaling strong interest in one of sports' most valuable properties.
As the 2026 Super Bowl approaches, a notable quiet has settled over the automotive section of the advertiser roster. Ford's continued absence, alongside most major rivals, signals a profound strategic shift away from the event's iconic—and astronomically priced—commercial slots.
Despite a 4.7% portfolio contribution from Alphabet (GOOG), Giverny Capital Asset Management's 2025 returns trailed the broader market, highlighting the challenges of a strategy focused on niche leaders amid a tech-dominated rally.
TD Cowen lowered its price target on Atlassian (TEAM) ahead of earnings, highlighting strong fundamentals in service management and cloud migration but flagging weak traction in AI as a key medium-term overhang for the stock.
RBC Capital initiates coverage on Marvell Technology with an 'Outperform' rating, highlighting the chipmaker's strategic positioning in data center and custom AI silicon as key growth drivers.
A combination of deep political polarization, economic pressures, and a growing brain drain is challenging Israel's viability as a secure and prosperous state, according to experts within and outside the country.
Mizuho Securities reaffirms its bullish stance on Intuit (INTU) with an $875 price target, arguing that recent investor anxiety over AI's potential to disrupt the tax preparation industry is exaggerated, citing the company's strategic integrations and expanding physical retail footprint.
Investment firm Evercore ISI initiates coverage on AppLovin (APP) with an Outperform rating and an $835 price target, highlighting the mobile advertising platform's strategic expansion into e-commerce as a key growth driver.
GCL Global's fiscal first-half revenue nearly doubled after consolidating Ban Leong Technologies, yet the company reported a net loss as it absorbed acquisition costs. Management lowered full-year guidance, citing delays for two key game titles.
The Bancorp (TBBK) capped off fiscal 2025 with robust earnings, driven by surging fintech payments and improved credit quality. Management outlined a bullish multi-year forecast, projecting significant profit growth anchored by three core digital initiatives and sustained capital returns to shareholders.
