Materials Sector

Business

Trane Technologies Caps Strong 2025 with Record Backlog, Bullish 2026 Outlook Despite Residential Headwinds

Trane Technologies (NYSE: TT) reported robust Q4 2025 results, driven by exceptional commercial HVAC demand and a record $7.8 billion backlog. While proactive inventory adjustments pressured residential margins, executives project 12-14% adjusted EPS growth for 2026, fueled by strategic acquisitions and sustained commercial strength.

Jan 30, 2026

Business

SL Green Executives Bullish on NYC Office Rebound, Detail $9.5B Capital Strategy

In its Q4 2025 earnings call, SL Green Realty projected strong fundamentals for Manhattan's office market, citing robust leasing and AI-driven demand. Management reiterated ambitious 2026 financing and asset sale targets while reporting quarterly results that beat expectations.

Jan 30, 2026

Business

Schneider National Navigates Tough Q4 as Freight Demand Falters, Eyes Supply-Driven Recovery

Schneider National's Q4 2025 earnings fell short of expectations, pressured by a sharp late-year drop in freight demand and severe weather. While acknowledging near-term challenges, executives pointed to early signs of market normalization and detailed strategic cost actions aimed at positioning the carrier for an eventual upcycle.

Jan 30, 2026

Business

BofA Doubles Down on Hesai Group, Boosts Price Target on Lidar Leadership and Regulatory Tailwinds

Bank of America Securities has reaffirmed its Buy rating on Hesai Group (HSAI), raising its price target to $32, citing the lidar maker's technological milestones, strategic partnership with NVIDIA, and favorable regulatory developments for autonomous driving.

Jan 30, 2026

Business

UBS Initiates Coverage on Zai Lab with Buy Rating, Touts Global Ambitions Beyond China

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.

Jan 30, 2026

Business

Atour Emerges as a Premium Contender in China's Hotel Wars, Says CLSA

Brokerage firm CLSA initiates coverage on Atour Lifestyle Holdings with an 'Outperform' rating and a $49 price target, highlighting its unique brand ecosystem and asset-light model as key differentiators in a competitive market.

Jan 30, 2026

Business

Morgan Stanley Bullish on Full Truck Alliance, Sees 30%+ Transaction Revenue Surge by 2026

Despite a mixed analyst outlook, Morgan Stanley projects robust growth for Full Truck Alliance's core commission business, even as overall revenue faces headwinds. The digital freight platform's long-term strategy is gaining favor.

Jan 30, 2026

Business

Macquarie Upgrades NIO to Outperform on Strong Q4 Sales, Battery Service Adoption

Investment bank Macquarie has raised its rating on NIO Inc. (NYSE:NIO) from Neutral to Outperform, citing better-than-expected fourth-quarter delivery figures and the growing success of its battery subscription model. The firm also increased its price target to $6.10.

Jan 30, 2026

Business

Regulatory Headwinds Cloud Outlook for PDD Holdings Amid Broader China Internet Crackdown

While Morgan Stanley maintains an Overweight rating on PDD Holdings, the firm has removed the e-commerce giant from its Top Picks list, citing heightened regulatory scrutiny and a slower-than-expected consumer recovery in China.

Jan 30, 2026

Business

Stifel Initiates Coverage on Sportradar with Buy Rating, Sees Opportunity in Sports Betting's 'Rational Duopoly'

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.

Jan 30, 2026

Business

Stifel Takes Cautious Stance on Genius Sports, Citing 'Picks & Shovels' Edge in Booming Betting Market

Analyst firm Stifel has initiated coverage on sports data giant Genius Sports with a Hold rating, praising its foundational role in the online betting ecosystem but flagging a balanced risk-reward at current levels.

Jan 30, 2026

Business

On Holding: A 2026 Growth Story Backed by Analysts Despite Price Target Adjustments

Despite a recent price target cut by KeyBanc, On Holding AG (NYSE: ONON) remains a top growth pick for 2026, with Goldman Sachs upgrading the stock to Buy. Analysts highlight the brand's global momentum and product strength as key drivers.

Jan 30, 2026

Business

Truist Bullish on Amer Sports, Forecasts EPS Above $2.50 by 2030 on Strong Growth Strategy

Truist Securities has raised its price target for Amer Sports (NYSE: AS), citing the company's clear long-term roadmap and 'durable growth levers' across its portfolio of iconic sports brands. The firm sees a realistic path to earnings per share exceeding $2.50 by fiscal 2030.

Jan 30, 2026

Business

AUTO1 Group's Three-Year Surge: Shareholders Still Up 239% Despite Recent Dip

Despite a recent 6.8% pullback, AUTO1 Group SE (ETR:AG1) has delivered a staggering 239% return to its shareholders over the past three years, highlighting the potential rewards of holding through market volatility. We examine the underlying business trends and investor sentiment behind the numbers.

Jan 30, 2026

World

France Blocks Eutelsat's Ground Antenna Sale, Citing Strategic Sovereignty Concerns

The French government has intervened to stop satellite operator Eutelsat from selling its ground antenna assets, framing the move as a defense of European strategic autonomy against rivals like SpaceX's Starlink.

Jan 30, 2026

World

Private Equity and Sovereign Wealth Funds Profit from UK's Special Educational Needs Crisis

As demand for specialist education soars, private investors—from Abu Dhabi to private equity firms—are capitalizing on a strained system, drawing criticism for extracting profits from vulnerable children and cash-strapped councils.

Jan 30, 2026

Business

Landlords' Tax Return Deadline Looms: A Guide to Navigating Reliefs and Avoiding Penalties

With key self-assessment deadlines approaching, property investors must navigate a changed landscape of tax reliefs and allowable expenses to minimise their liabilities. Experts urge early preparation to avoid costly surprises.

Jan 30, 2026

Business

Asia's Insurance Gap: A $64 Billion Climate Risk to Global Supply Chains

Despite bearing the brunt of costly natural disasters, Asia-Pacific remains the world's least insured region, with a staggering $64 billion protection shortfall in 2024 alone, threatening economic stability and vulnerable communities.

Jan 30, 2026

Business

China Approves Sciwind's Diabetes Drug Xianyida, Intensifying GLP-1 Market Competition

Sciwind Biosciences secures Chinese approval for its GLP-1 agonist Xianyida, entering a crowded but high-stakes diabetes treatment market dominated by global giants, as the country grapples with the world's largest diabetic population.

Jan 30, 2026

Business

ResMed Posts Strong Q2 Growth, Eyes GLP-1 Tailwind and AI-Driven Innovation

ResMed reports robust revenue and margin expansion in its fiscal Q2 2026, driven by strong device and mask sales. Management highlights strategic investments in AI-powered patient tools and views GLP-1 medications as a potential catalyst for future demand.

Jan 30, 2026