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.
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.
As severe flooding displaces hundreds of thousands in Mozambique, the UN raises alarms over dangerously overcrowded temporary shelters and a critical funding shortfall, warning of heightened risks for vulnerable populations.
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.
Equifax is expanding beyond traditional credit reporting with a new suite of AI-powered fraud detection and income verification tools. While this strategic push aims to embed the company deeper into the lending ecosystem, analysts remain divided on whether it's enough to support its current valuation amid high debt and execution risks.
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.
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.
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.
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.
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.
KeyBanc Capital Markets maintains a Sector Weight rating on Charter Communications, warning of heightened competitive pressures from fiber expansion and potential subscriber losses ahead of the company's Q4 earnings.
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.
Analysts at Bernstein reaffirm an Outperform rating for Datadog, noting the company's strategic focus appears to be on internal development and smaller tech tuck-ins rather than pursuing large-scale deals like a potential GitLab acquisition.
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.
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.
Compass Point initiates coverage on Orchid Island Capital (ORC) with a Neutral rating, citing concerns that the REIT's high dividend payouts could constrain its per-share book value appreciation despite its current undervaluation.
B. Riley initiates coverage of Adamas Trust (ADAM) with a Buy rating and a $9 price target, citing the REIT's strategic portfolio pivot towards higher-quality Agency RMBS as a key driver for potential revaluation.
