Yahoo Finance – News Index

Array Stock Down 25%, But This $17.3 Million Buy Signals Confidence Amid Big Revenue Growth

Array Digital Infrastructure (NYSE: AD) saw its shares fall 25% over the past year, yet the company reported a 58% jump in full‑year revenue to $163 million and a net income swing to $172 million. Institutional investor Newtyn Management bought 350,000 shares...

Enviri Stock Up 120% as $43 Million Buy Makes It a Top Holding in This Portfolio

Newtyn Management disclosed a $43.31 million purchase of 2,906,420 Enviri Corporation shares, lifting the stake to 8.8% of its reportable assets. Enviri’s stock has surged 120% over the past year, far outpacing the S&P 500’s 13% gain. The company recently announced a...

TD Cowen Lifts PT on PepsiCo (PEP) to $165 From $162 – Here’s Why

TD Cowen raised its price target for PepsiCo (PEP) to $165 from $162 while keeping a Hold rating, citing the company’s clarified turnaround plan and reaffirmed 2026 guidance. Management expects sales growth of 4‑6% by the second half of 2026,...

Downward Price Target Revisions Follow Amdocs Limited (DOX) Earnings

Barclays and Stifel both trimmed their price targets for Amdocs Limited following the company’s Q1 earnings, with targets now at $92 and $88 respectively, though both maintain positive ratings. The earnings were described as resilient, buoyed by a newly announced...

BWX Technologies, Inc. (BWXT) Making Progress on Goals of Executive Order to Strengthen Nuclear Energy Industry

BWX Technologies reported steady progress on the Trump‑era executive orders aimed at revitalizing the U.S. nuclear energy sector. The company has begun fabricating TRISO nuclear fuel compacts for Antares Nuclear and remains on track for on‑time delivery to Idaho National...

Insider Activity at General Dynamics Corporation (GD) Sparks Buzz Among Investors

General Dynamics executive vice president Mark Rayha sold over $1.5 million of GD common stock, prompting investor interest. Despite the insider sell, the shares rose about 3% during the week and retained a moderate‑buy rating with an average upside of roughly...

L3Harris Technologies, Inc. (LHX) Secures $400M Contract to Power THAAD Interceptors

L3Harris Technologies secured a roughly $400 million contract to supply solid‑rocket boost motors and Liquid Divert and Attitude Control Systems for THAAD interceptors, marking its 1,000th delivery to the Missile Defense Agency in 2024. The work will be produced at facilities...

Citigroup Reiterates Buy on Northrop Grumman Corporation (NOC) with Price Target of $781

Citigroup analyst John Godyn reaffirmed a Buy rating on Northrop Grumman, setting a price target of $781 after the company’s strong fourth‑quarter earnings. The defense contractor posted $11.71 billion in revenue, a 10% year‑over‑year rise, and adjusted earnings of $7.23 per...

What to Expect in Markets This Week: Earnings From Nvidia, Home Depot, Banks, and Berkshire; Trump Speech

Nvidia’s earnings dominate this week’s market focus as AI‑chip demand remains a key driver. Home Depot and Lowe’s will report amid a housing‑market slowdown, while Berkshire Hathaway files its first post‑Buffett report under Greg Abel. Media firms Paramount Skydance and Warner Bros. Discovery revive...

Analysts See 20% Upside To TransDigm Group Incorporated (TDG)

Analysts project roughly a 20% upside for TransDigm Group (TDG) even after recent price‑target reductions. The aerospace parts maker posted Q1 2026 sales of $2.29 billion, up 14% year‑over‑year, and adjusted EPS of $8.23, beating estimates. Net income slipped 9.7% to...

Fund Invests $40M in Integer for Turnaround

A private equity fund has committed $40 million to Integer, whose stock fell 38%, to support a turnaround strategy. The investment provides a significant capital infusion aimed at stabilizing the business and improving performance.

The Only Healthcare Stock I Would Buy and Never Sell Is Medtronic

Medtronic, one of the world’s largest medical‑device makers, is refocusing on its highest‑margin, fastest‑growing businesses by spinning off its diabetes unit. The company continues to innovate, highlighted by the Hugo surgical robot, and has delivered 48 straight annual dividend increases,...

The Chefs’ Warehouse, Inc. (CHEF) Reports Q4 Revenue of $1.14B Versus Consensus of $1.1B

The Chefs’ Warehouse reported fourth‑quarter revenue of $1.14 billion, topping the $1.1 billion consensus. CEO Christopher Pappas highlighted sustained demand from upscale‑casual and higher‑end dining segments across domestic and international markets. The company also announced FY26 revenue guidance of $4.35‑$4.45 billion, roughly in...

Oppenheimer Raises Its Price Target on SharkNinja, Inc. (SN) to $145 From $140 and Maintains an Outperform Rating

Oppenheimer raised its price target on SharkNinja (NYSE:SN) to $145 from $140 and kept an Outperform rating after meeting management. Morgan Stanley and Guggenheim also lifted their targets, signaling broader analyst optimism. SharkNinja reported Q4 revenue of $2.10 billion, slightly above...

Jefferies Raises Its Price Target on The Williams Companies, Inc. (WMB) to $81 and Maintains a Buy Rating

Jefferies raised its price target on The Williams Companies (WMB) to $81 from $78, maintaining a Buy rating after a strong analyst day. UBS also lifted its target to $89, citing a $7.3 billion power‑generation backlog that could generate $1.4 billion annual...

Stifel Raises Its Price Target on FedEx Corporation (FDX) to $412 and Maintains a Buy Rating

Stifel analyst J. Bruce Chan raised FedEx's price target to $412 from $328 and kept a Buy rating after the company's 2026 Investor Day outlined a mid‑term roadmap to 2029. FedEx targets 4% compound‑annual revenue growth and an 8% operating...

RBC Raises Prologis (PLD) Target as Industrial Real Estate Outlook Improves

RBC Capital raised its price target on Prologis to $135, up from $132, after the REIT posted a fourth‑quarter FFO beat and signaled stronger market conditions. Analyst Michael Carroll reiterated a Sector Perform rating, citing confidence in the company’s expanding...

Nicolet Bankshares Completes Merger with MidWestOne Financial Group

Nicolet Bankshares, Inc. announced the completion of its merger with MidWestOne Financial Group, consolidating the two regional banks. The transaction, valued at undisclosed amount, was finalized on February 21, 2026.

Collegium Pharmaceutical, Inc. (COLL) Gains Momentum on Jornay PM, Truist Highlights Robust Pain Portfolio

Collegium Pharmaceutical (NASDAQ:COLL) saw Truist Securities lift its price target to $58 and reaffirm a Buy rating, citing a strong pain‑management portfolio and growing momentum for its extended‑release opioid, Jornay PM. The company released its 2026 outlook, projecting total product revenue...

Amneal Pharmaceuticals, Inc. (AMRX) Added to S&P SmallCap 600 Index, Boosting Investor Visibility

Amneal Pharmaceuticals (AMRX) was added to the S&P SmallCap 600 Index on Jan. 29, giving the company heightened investor exposure. JP Morgan subsequently raised its price target by $4 while keeping a Buy rating, signaling analyst confidence. The firm also announced a...

Bank of America Cites Zoetis Inc.’s (ZTS) Strong Q4 Performance and Fiscal 2026 Outlook

Bank of America raised its price target for Zoetis Inc. (ZTS) to $140 from $135 while maintaining a Neutral rating, citing the company’s strong fourth‑quarter 2025 results and an upbeat fiscal 2026 outlook. Zoetis reported adjusted EPS of $1.48, topping...

Western Digital to Sell Partial Stake in Sandisk for $3.17 Billion to Cut Debt

Western Digital to Sell Partial Stake in SanDisk for $3.17B

Western Digital announced it will sell a partial stake in its SanDisk subsidiary for $3.17 billion to reduce its debt. The transaction is a minority recapitalization of SanDisk, with the buyer yet to be disclosed.

Down 72%, Should You Buy the Dip on Rigetti Computing?

Rigetti Computing’s stock plunged 72% from its October peak, settling near $15 after a 270% rally earlier this year. The quantum‑computing firm posted Q3 revenue of $1.9 million, down from $2.4 million, and a net loss that widened to $201 million versus $15 million...

Roku Shares Climb. Is It Too Late to Buy the Stock?

Roku reported a robust Q4, with revenue rising 16% to $1.39 billion and EPS flipping to a profit of $0.53, beating expectations. Platform revenue surged 18% to $1.22 billion, driven by video ads and premium subscriptions, while device revenue barely grew. Adjusted...

Tripadvisor Engages with Starboard as Activist Seeks Board Control, Sale

Tripadvisor disclosed multiple discussions with activist investor Starboard Value, which owns about 9 % of the company and is seeking board control and a possible sale. Starboard criticizes a 50 % share decline since CEO Matt Goldberg’s 2022 appointment, slow adoption of...

Otter Tail Power Completes Acquisition of Abercrombie Solar Development Assets

Otter Tail Power announced that it completed the acquisition of development assets for Abercrombie Solar in January 2026. The deal expands Otter Tail's solar development pipeline and supports its renewable generation growth plans. Deal value was not disclosed.

Eaton (ETN) Is Still Buyable, Says Jim Cramer

Eaton Corporation (ETN) posted strong fourth‑quarter earnings and a robust order backlog, prompting analysts to raise price targets. RBC lifted its target to $407 and kept an Outperform rating, while Morgan Stanley increased its target to $425 with an Overweight...

Is AMD Stock a Buy? Why Wall Street Sees 40% Upside From Here.

Advanced Micro Devices (AMD) saw its stock retreat about 28.8% from a recent $267 peak after a mixed quarterly earnings release, yet analysts remain optimistic. Revenue surged 34% YoY to $10.3 billion, driven by strong sales of EPYC server CPUs, Ryzen...

Analyst Report: Altria Group Inc.

Altria Group, a legacy tobacco conglomerate, is confronting a shrinking base of smokers, which is pressuring its traditional cigarette revenues. The company’s core brands include Philip Morris USA and John Middleton cigars, while its smoke‑free portfolio features NJOY, U.S. Smokeless Tobacco and...

QXO (QXO) Climbs to 52-Week High on $2.25-Billion Kodiak Takeover

QXO Inc. announced a definitive agreement to acquire Kodiak Building Partners for $2.25 billion, combining $2 billion in cash with 13.2 million shares. The deal opens access to an estimated $200 billion addressable market and is slated to close in early Q2, pending customary...

Suzano SA (SUZ) Jumps to New Record High on Swing to Profits

Suzano SA surged to a 52‑week high of $11.22, closing up 13.5% at $11.18 after reporting a dramatic swing to profitability. Net income jumped to R$13.4 billion in 2023 from a R$7.04 billion loss the prior year, while revenues rose 6% to...

Globalfoundries (GFS) Hits New High on Swing to Profits

Globalfoundries swung from a $262 million loss in 2024 to an $888 million profit in 2025, posting a 439 percent year‑on‑year earnings improvement. Revenue grew only 1 percent to $6.79 billion, highlighting higher‑margin contracts and cost efficiencies as the profit drivers. The fourth‑quarter profit of...

QXO Announces $2.25 B Acquisition of Kodiak Building Partners

QXO Inc. signed a definitive agreement to acquire Kodiak Building Partners for $2.25 billion, comprising $2 billion in cash and 13.2 million shares. The deal, slated to close in early Q2 2026, expands QXO’s addressable market and leverages AI‑powered inventory management.