Erasca (ERAS) gains significant analyst momentum as Mizuho initiates coverage with an 'Outperform' rating and a $16 price target, citing confidence in its 2026 proof-of-concept milestones for RAS-targeted cancer therapies.
TD Cowen has launched coverage of Constellation Energy (CEG) with an optimistic Buy rating and a $440 price target, highlighting strategic benefits from its recent Calpine acquisition and a favorable outlook for power market dynamics through 2026.
Swiss banking giant UBS has initiated coverage on Zai Lab Limited (NASDAQ: ZLAB) with a bullish 'Buy' rating and a $35 price target, highlighting the biopharma firm's strategic pivot from a China-focused player to a burgeoning global innovation platform with a promising proprietary pipeline.
Analysts at Stifel have initiated coverage on sports data giant Sportradar Group AG (NASDAQ: SRAD) with a Buy rating and a $28 price target, citing its dominant market position and favorable industry dynamics as online sports betting consolidates.
UBS has launched coverage of Arcellx with a Buy rating and a $100 price target, signaling growing Wall Street confidence in a biotech sector recovery and spotlighting the company's promising CAR-T therapy for multiple myeloma.
Marsh McLennan Agency unveils a group captive insurance solution designed specifically for senior living communities, aiming to provide stable liability coverage and risk management support in a challenging market.
Eli Lilly's CEO sees Medicare's new policy covering obesity treatments as a pivotal moment, poised to unlock access for millions of beneficiaries to its incoming oral drug, orforglipron, and intensify the market battle with Novo Nordisk.
As AI data centers drive an unprecedented surge in U.S. power demand, natural gas producer EQT is positioning itself as a critical pillar of energy security. Its proven operational resilience during extreme weather events underscores a strategic shift from a pure commodity play to an essential infrastructure partner.
Oracle's deepening role as TikTok's U.S. data guardian and its aggressive push into regulated AI sectors present a dual narrative of strategic growth and heightened operational scrutiny, following a service outage linked to its infrastructure.
Despite a lowered price target following an analyst transition, TD Cowen maintains a bullish stance on Alphatec Holdings, citing undervalued growth drivers including a new regenerative bone graft partnership and a robust long-term revenue outlook.
Goldman Sachs initiates coverage on Workday with a Neutral rating, citing a crowded core market and a slower-than-expected AI strategy rollout. The firm identifies 2026 as a pivotal year for the HR and finance software giant to prove its technological evolution.
A staggering 2,313% surge in Elong Power Holding's (NASDAQ: ELPW) share price last week delivered a massive payoff for its largest shareholder group—private equity firms. With concentrated ownership and scant analyst coverage, the stock's dramatic move highlights both its potential and the risks inherent in such thinly followed names.
Millions rely on Medicare, yet common misunderstandings about its coverage rules and costs can lead to significant financial shocks in retirement. We clarify three critical areas where assumptions often prove wrong.
A wave of commercial flight disruptions is pushing a new class of travelers toward private aviation, not for opulence but for reliability. We examine the shifting calculus of air travel and what a seat actually costs.
Global Partners LP reaffirms its quarterly cash distribution while issuing detailed U.S. tax withholding guidance for international investors, putting a spotlight on the balance between income reliability and the complexities of after-tax returns in a challenging market.
Verizon outlined a sweeping operational overhaul on its Q4 2025 earnings call, spotlighting robust subscriber growth post-Frontier acquisition and a sharpened focus on customer retention. The telecom giant announced a massive $25 billion buyback program and committed to slashing costs by $5 billion, while addressing recent network reliability issues head-on.
Hardman Johnston Global Advisors has sold its entire stake in Corteva Inc. (NYSE: CTVA) following management discussions about potentially splitting the company's Seeds and Crop Protection units. The move highlights growing investor unease over strategic direction, liability concerns, and the unclear path to value creation, casting a shadow over the agricultural giant's recent strong performance.
Analyst coverage initiated with an 'Overweight' rating and a $413 price target points to a transformed contractor poised to capitalize on data center demand, grid modernization, and reshoring trends.
Guggenheim Securities has initiated coverage of clinical-stage biopharma AtaiBeckley with a Buy rating and an $11 price target, highlighting its leadership in next-generation psychiatric treatments following its merger with Beckley Psytech.
Rosenblatt Securities initiates coverage on Credo Technology with a Neutral rating and a $170 price target, highlighting its strong position in high-speed connectivity for AI infrastructure while flagging competitive pressures. The note follows a more bullish target hike from Barclays earlier in the month.
