Analysts at BTIG have upgraded mortgage REIT Annaly Capital Management (NLY) from 'Neutral' to 'Buy', with a $25 price target, arguing the stock is positioned to benefit from dividend stability and potential spread movements in a turbulent interest rate landscape.
Analyst firm Piper Sandler reiterates its Overweight rating on AGNC Investment Corp., highlighting a favorable shift in agency mortgage-backed securities spreads that could bolster the REIT's book value.
SharpLink Gaming (NASDAQ: SBET) is drawing bullish attention from major Wall Street firms, with multiple analysts reiterating Buy ratings. The company's substantial Ethereum holdings and management's crypto expertise are seen as key drivers, even as price targets adjust to market conditions.
Innodata Inc. (NASDAQ: INOD), a data engineering and AI services firm, has been awarded a place on a critical U.S. Missile Defense Agency contract vehicle, positioning it for future task orders in defense technology development and fueling analyst optimism for its 2026 growth trajectory.
LifeSci Capital reaffirms its Buy rating on Olema Pharmaceuticals (OLMA) and raises its price target to $45, following bullish analyst sentiment on the company's lead drug candidate, Palazestrant, for ER+/HER2- breast cancer.
Immunocore Holdings (NASDAQ: IMCR) has drawn renewed bullish sentiment from analysts at H.C. Wainwright and UBS, who highlight the stock's potential as key Phase 3 trial data for its cancer immunotherapies approaches later this decade.
Iran's foreign minister stated readiness for 'fair' negotiations with Washington but firmly ruled out discussing its defense capabilities, as regional powers intensify diplomacy to avert a military confrontation.
Truist Securities has slightly lowered its price target on Tesla shares to $438, citing the significant capital expenditure required for the automaker's aggressive shift towards AI and robotics, despite a solid Q4 performance.
Investment firm TD Cowen has increased its price target on Tesla (TSLA) to $519, maintaining a Buy rating. The adjustment follows a fourth-quarter performance marked by strong margins and progress on autonomous driving projects, though tempered by higher capital expenditure forecasts and vague timelines for full self-driving technology.
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.
Truist Securities raises its price target on Meta Platforms to $900, maintaining a Buy rating. The upgrade follows stronger-than-expected Q4 results and a robust Q1 outlook, driven by AI enhancements boosting ad performance and user engagement.
Analysts at TD Cowen have increased their price target on logistics giant C.H. Robinson to $194, citing better-than-expected fourth-quarter results and margin resilience in a tough spot market, while maintaining a Hold rating.
Analysts at TD Cowen have significantly raised their price target for GE Vernova (GEV) to $780, maintaining a Buy rating after the company's robust Q4 performance exceeded expectations on orders and pricing power.
Analyst Jason Seidl lowered CP's target to C$112 from C$116, citing reasonable valuation post-KCS merger but noting headwinds from negative estimate revisions and investor capital flowing toward U.S. rail M&A opportunities.
Eli Lilly bolsters its long-term growth strategy through two new R&D partnerships and a key regulatory milestone for an ovarian cancer drug, signaling a strategic push beyond its blockbuster diabetes and obesity treatments.
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.
Salesforce expands beyond its CRM roots with a landmark $5.6 billion U.S. Army deal and a new joint venture, EMBERPOINT LLC, aiming to apply its AI and cloud platforms to national defense and wildfire response, signaling a major shift into mission-critical public sector infrastructure.
Trimble expands its distribution network in key Midwestern markets by appointing West Side Tractor Sales Co. as a new authorized technology outlet and reseller, enhancing local access to its precision construction solutions for John Deere equipment users.
Wall Street analysts have updated their price target for Amcor (NYSE: AMCR), prompting a fresh look at the investment case for the global packaging leader. The revision reflects evolving views on the company's strategic positioning and market dynamics.
Fueled by insatiable demand for high-capacity storage from hyperscalers and the AI inference boom, Western Digital posts a 25% revenue jump and raises guidance, signaling a structural shift in the data economy.
