Truist Securities

Business

Southside Bancshares Navigates Higher Rates, Posts Q4 Profit Rebound Amid Strategic Portfolio Shift

Southside Bancshares (SBSI) reported a significant rebound in fourth-quarter earnings, driven by strategic repositioning of its securities portfolio and lower funding costs. While loan growth remained modest, executives outlined a cautious outlook for near-term margin improvement and detailed plans for technology investments and selective M&A in competitive Texas markets.

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

Mizuho Lifts SanDisk Target to $600, Citing NAND Supply Crunch and AI-Driven Demand Surge

Mizuho Securities dramatically raised its price target on SanDisk, forecasting a severe NAND flash memory shortage driven by explosive AI server demand and constrained production capacity through 2027.

Jan 30, 2026

Business

Meta Stock Surges Over 10% as Analysts Boost Price Target, Citing AI Leadership

Shares of Meta Platforms soared Thursday, fueled by a significant price target upgrade from BofA Securities. The rally comes despite the company reporting a slight dip in full-year profit, as investors focus on strong revenue growth and the company's positioning in the artificial intelligence race.

Jan 30, 2026

Business

Astronics Unveils FaultFinder ETS, Aiming to Cut Aircraft Downtime with Automated Diagnostics

Aerospace systems provider Astronics Corporation launches its new automated circuit card testing system, designed to accelerate troubleshooting and maintenance for critical aviation and defense electronics, as analysts raise price targets on sustained sector demand.

Feb 2, 2026

Business

Stanich Group Exits $5.6 Million ESG Bond ETF Stake, Signaling Strategic Shift

Investment firm Stanich Group has liquidated its entire position in the iShares ESG Aware USD Corporate Bond ETF (SUSC), a move analysts interpret as a reallocation towards equities amid shifting macroeconomic forecasts.

Feb 2, 2026

Business

Nebius Group: The AI Infrastructure Play Wall Street May Be Undervaluing

While many AI stocks trade at sky-high premiums, Nebius Group presents a contrasting case. Analysts project a staggering revenue surge for 2026, suggesting its current valuation might not fully reflect its growth trajectory in the competitive cloud AI space.

Feb 2, 2026

Business

Qualcomm Faces Headwinds: Analysts Slash Price Targets Ahead of Critical Earnings Report

As Qualcomm prepares to report Q1 2026 earnings, a wave of analyst downgrades and lowered price targets reflects growing concerns over smartphone market softness and competitive pressures, overshadowing progress in automotive and robotics.

Feb 2, 2026

Business

AI Boom Ignites Memory Chip 'Supercycle', Sending Storage Stocks Soaring

A severe, AI-driven shortage of memory chips is creating a windfall for storage manufacturers, with analysts predicting a multi-year upcycle as data center demand overwhelms supply.

Feb 2, 2026

Business

Broadcom's AI Surge Faces Margin Test: Is the Stock Slide a Buying Opportunity?

While Broadcom rides a massive wave of AI demand, investor concerns over shrinking profitability have triggered a significant pullback in its shares, presenting a classic growth-versus-margin dilemma.

Feb 2, 2026

Business

Palantir's AI Ambitions Fuel Analyst Optimism: Is It a Top Stock Pick for 2026?

As Palantir Technologies (PLTR) prepares to report Q4 2025 results, a wave of bullish analyst upgrades points to surging commercial demand for its AI platform, driving a debate over its valuation and long-term potential.

Feb 2, 2026

Business

Relay Therapeutics Gains Analyst Backing as Pipeline Shows Promise in Competitive Cancer Drug Landscape

Oppenheimer upgrades Relay Therapeutics (RLAY) to Outperform, citing the strength of its mutant-selective inhibitor pipeline and upcoming catalysts in the breast cancer treatment arena.

Feb 2, 2026

Business

Microsoft's Recent Dip Presents Options Opportunity for Value Investors

As Microsoft shares trade nearly 12% below recent highs, some analysts see a buying opportunity. We explore how selling put options could offer investors a strategic entry point while generating income.

Feb 2, 2026

Business

Beta Bionics Faces FDA Warning Letter, Assures No Impact on Product Pipeline or Financials

The medical device developer Beta Bionics has received a warning letter from the U.S. Food and Drug Administration, a regulatory action stemming from a facility inspection last summer. The company maintains the letter will not disrupt its operations, manufacturing, or the planned launch of its new insulin patch pump.

Feb 2, 2026

Business

Global Sugar Glut Sends Prices Tumbling to Multi-Year Lows

Sugar futures extended their sharp decline this week, with London white sugar hitting a five-year low, as robust harvests from Brazil and India signal a prolonged period of ample global supplies.

Feb 2, 2026

Business

UBS Opens Door to Bitcoin and Ether for Select Wealth Clients in Cautious Crypto Foray

Swiss banking giant UBS is preparing to offer a limited group of its wealth management clients access to trade Bitcoin and Ether, marking a significant but measured step into digital assets as it responds to client demand and a shifting regulatory landscape.

Feb 2, 2026

Business

Nvidia at a Discount: Why the AI Titan Remains a Compelling Buy for 2026

Despite its status as the world's most valuable company, Nvidia's stock presents a surprising value proposition. With its GPUs powering the AI revolution, analysts see significant runway for growth well into 2026 and beyond.

Feb 2, 2026

Business

Pitney Bowes Attracts Major Institutional Bet as Turnaround Gains Traction

Capital Management Corp significantly boosted its stake in the logistics and mailing solutions provider, signaling confidence in its financial recovery and cash generation despite a revenue dip.

Feb 2, 2026

Business

Market Jitters Uncover Hidden Gems: ASX Stocks Like Capricorn Metals Trading at Steep Discounts

Amid a volatile market backdrop, several ASX-listed companies, including gold miner Capricorn Metals, are flagged as potentially trading significantly below their intrinsic value, presenting opportunities for discerning investors.

Feb 2, 2026

Business

Brazilian Rains Dampen Coffee Market as Robusta Hits Four-Week Low

Arabica futures edge higher on technical moves, while robusta prices tumble as favorable weather in Brazil and surging Vietnamese exports point to ample supplies, pressuring the market.

Feb 2, 2026