This Biopharma Stock Could More than Double on Oral Eczema Treatment, Goldman Sachs Says
Goldman Sachs has initiated coverage of Corvus Pharmaceuticals with a buy rating and a $40 price target, implying a 166% upside from the recent close. The firm’s optimism centers on soquelitinib, an oral non‑steroidal drug targeting atopic dermatitis, which achieved a 75% response rate in early‑stage trials. Corvus stock jumped about 9% after the note, adding to a 113% year‑to‑date gain. The global market for moderate‑to‑severe atopic dermatitis therapies is projected to exceed $24 billion by 2035, underscoring the growth potential.
Fidelity Flags Critical Flaws in the Bull Market
Fidelity’s 2026 stock market outlook warns that the bull market’s headline gains conceal significant weaknesses. While the cap‑weighted S&P 500 has risen about 91% since October 2022, an equal‑weight view shows only a 52% gain, highlighting the outsized role of the Magnificent 7....
Independent Bank (INDB) Earnings Call Transcript
Independent Bank reported Q1 2026 GAAP net income of $79.9 million, EPS $1.63 and a 3.9% net interest margin, while returning $94 million to shareholders and raising the quarterly dividend 8.5% to $0.64. The bank reduced its office‑related commercial real‑estate exposure by $56 million,...
Morgan Stanley Resets Palantir Stock Forecast
Morgan Stanley reaffirmed its $205 price target for Palantir, translating to roughly 44% upside from the current $142 share price. The bank kept its equal‑weight rating while noting the stock could modestly accelerate growth and raise full‑year guidance ahead of...
Evercore Maintains Positive Stance on MeiraGTx Holdings Plc (MGTX) Amid Sector Revisions
Evercore ISI analyst Gavin Clark‑Gartner lowered MeiraGTx Holdings plc’s price target to $18 from $20 while retaining an Outperform rating. The adjustment was part of a sector‑wide review of small‑ and mid‑cap biotech firms ahead of second‑quarter catalysts. Earlier this...
Jefferies Sees Reduced Upside for Arbutus Biopharma Corporation (ABUS) on Higher Appeal Probability
Jefferies lowered its price target for Arbutus Biopharma (ABUS) to $5.50 from $7.00, citing a higher probability that Moderna will win its appeal in a patent dispute. The outcome affects a potential $1.3 billion contingent payment tied to the case, while...
Mizuho Sees Strong Risk-Reward in Corbus Pharmaceuticals Holdings, Inc. (CRBP) Near Cash Value
Mizuho Securities raised its price target on Corbus Pharmaceuticals (CRBP) to $40 from $39 and kept an Outperform rating after the company’s Q4 results. The broker noted the stock is trading close to Corbus’s cash balance, implying limited downside risk....
3 Ways to Invest in the Growing GLP-1 Weight Loss Market
The global GLP‑1 receptor agonist market is set to nearly triple, reaching roughly $185 billion by 2033 with a 12.4% compound annual growth rate. Investors can tap the surge through a direct play in Structure Therapeutics, whose aleniglipron candidate posted a...
Equity Analysts React to Kering’s Capital Markets Day
Kering’s Capital Markets Day in Florence featured CEO Luca de Meo outlining a roadmap that includes doubling EBIT margins and creating two centers of excellence. Analysts remain skeptical, especially about Gucci’s 2026 revenue targets, citing weak brand momentum and a lack...
MAMA Says a Fresh High Could Come Before Mid-Year
Mama’s Creations (NASDAQ:MAMA) is rallying around $14.50, with analysts forecasting a fresh high near $18.80 before mid‑year. The company’s strong operational performance and a "fortress" balance sheet underpin expectations of 25% upside in the next few quarters. Institutional investors are...
2025 Results: ÖBB Rail Cargo Group Not Spared by Industrial Downturn
ÖBB’s Rail Cargo Group reported a 4% drop in transport performance to 26.2 bn net tonne‑kilometres in 2025, yet sales rose 6% to €2.09 bn (≈$2.30 bn). Earnings before taxes swung to a loss of €135.5 mn (≈-$149 mn), far deeper than the €24.5 mn loss...
3 Homebuilder Stocks Signaling Opportunity in a High-Rate World
U.S. homebuilders are poised to benefit from a persistent housing supply gap that is projected at over 4 million units by 2025, while mortgage rates hover near 7%. The shortage, compounded by a missing 1.82 million Millennial and Gen Z households, forces buyers...
VST Industries Jumps 15% as Q4 Profit Doubles to Rs 116 Cr
VST Industries, backed by Radhakishan Damani, saw its shares jump 15% after reporting a 120% year‑on‑year surge in Q4 net profit to Rs 116.7 crore (≈$14 million). Revenue climbed 52% to Rs 689 crore (≈$83 million) and EBITDA rose 61% to Rs 450 crore (≈$54 million), reflecting stronger demand...
12 Unstoppable Growth Stocks to Invest In According to Reddit
Tom Lee told CNBC the US market is poised for new highs, citing resilience to oil‑price spikes and war‑driven inflation. Using Reddit threads, Insider Monkey compiled a list of 12 "unstoppable" growth stocks that also enjoy heavy hedge‑fund ownership. The...
Gorilla Gold Mines Accelerating Multi-Asset Resource Growth in Western Australia
Gorilla Gold Mines (ASX: GG8) has consolidated three core Western Australian gold assets—Comet Vale, Mulwarrie and Vivien—into a 1.5 million‑ounce, 3.8 g/t Au portfolio. The company reports a discovery cost of roughly $16.5 per ounce, far below the industry average, and is...
Why Investors Are Pivoting From AI Hype to HALO Trades?- #CapitalMarkets #Finance #Treasury #Finance
Investors are moving away from pure AI‑centric bets toward HALO trades—investments in heavy, low‑obsolescence assets that promise steadier cash flows. The shift reflects growing anxiety over AI volatility and a desire for risk‑adjusted returns in a blended digital‑traditional market. A...
Badger Meter Inc (BMI) Q1 2026 Earnings Call Transcript
Badger Meter Inc. reported first‑quarter 2026 revenue of $381 million, a modest 1% increase year‑over‑year, while new‑boat sales slipped 6% and pre‑owned sales surged 24%. Gross profit rose to $89 million, expanding the margin to 23.5% (+110 basis points) despite higher SG&A...
United Bancshares Inc (UBOH) Q1 2026 Earnings Call Transcript
United Bancshares (UBOH) reported $1 billion in revenue for 2025, a 12% year‑over‑year increase, and 11% Q4 growth. Loan balances grew at a 4.4% annualized rate, driven by commercial‑and‑industrial (C&I) and home‑equity line of credit (HELOC) segments, while operating earnings per...
Ally Financial Inc (ALLY) Q1 2026 Earnings Call Transcript
Ally Financial posted a 90% year‑over‑year jump in adjusted EPS to $1.11, driven by higher net financing revenue and strong auto‑originations. Core ROTCE climbed to 11.1%, while the CET1 ratio rose to 10.1%, underscoring improved profitability and capital strength. Retail...
Truist Financial Corp (TFC) Q1 2026 Earnings Call Transcript
Truist Financial reported first‑quarter 2026 net income of $1.4 billion, a 25% year‑over‑year increase, delivering earnings per share of $1.09. Revenue rose 5.1% YoY to $5.2 billion, while net interest income fell 2.8% quarter‑over‑quarter amid a shorter reporting period and a shifting...
LHM Guidance Revision – Increase FY2026 Production Range
Paladin Energy reported that its Langer Heinrich Mine produced 3.6 million pounds of U₃O₈ in the first nine months of FY2026 and has revised full‑year production guidance to 4.0‑4.4 million pounds, down from 4.5‑4.8 million. The company kept the cost‑of‑production guidance at $3 per...
AMD Has ‘Indispensable Assets’ — Powering the Stock Toward Its Best Run in Two Decades
Advanced Micro Devices (AMD) saw its shares climb 7.8% to $278.26, extending a 12‑day rally that has lifted the stock 41%—its longest streak since 2005. The surge is driven by growing investor confidence in AMD’s server‑CPU business, which is benefitting...
2Q26 ETF & Mutual Fund Sector Ratings Recap
New Constructs published its 2Q26 ETF and mutual‑fund sector ratings, ranking all eleven market sectors from best to worst on a forward‑looking basis. The report highlights top‑performing funds such as iShares U.S. Home Construction ETF (ITB), Vanguard Consumer Staples Fund...
Argonaut Algorithm: Why David Franklyn Sees Lithium as a Long-Term Play After the Iran War
Argonaut Funds manager David Franklyn says the Iran‑related oil shock has accelerated a shift toward lithium, which he views as a long‑term winner. He notes lithium prices have rebounded to about US$2,200 per tonne, driven by falling EV costs and...
‘Buy the Verdict’: Josh Brown Shares Why He’s All in on Live Nation, and Two Other Stocks He Likes
Josh Brown, CEO of Ritholtz Wealth Management, reaffirmed his bullish stance on Live Nation Entertainment after a Manhattan federal jury found the company held an anticompetitive monopoly. He argues investors should “buy the verdict,” noting the stock has risen 28%...
Multi‑Factor Indexing Leader STOXX Announces Strategic Collaboration with SEI and Factor Investing Pioneer Dr. Andrew Ang
STOXX Ltd., a leading multi‑factor index provider with over $45 billion in assets, announced a strategic collaboration with renowned factor‑investing scholar Dr. Andrew Ang to launch the iSTOXX Ang Research Enhanced Index suite. The new indices focus on value, quality and...
Here's Our Monthly Update on All 31 Portfolio Stocks, Including 3 on the Buy List
The CNBC Investing Club’s April meeting reviewed all 31 stocks in Jim Cramer’s portfolio, noting a market rebound after the S&P 500 hit a record high. Cramer and Jeff Marks highlighted three new buy recommendations while reassessing positions across tech, industrials,...
Boost Your Portfolio with Stocks Offering Sustainable Dividends, Bank of America Says
Bank of America advises investors to chase sustainable dividend yields above the S&P 500’s modest 1.1% to improve total‑return performance amid stagflation risks. Using a Russell 1000 screen focused on the second quintile of trailing yields, the bank highlighted PepsiCo (3.6% yield)...
Tesla (TSLA): The Best EV Stock to Buy For Long Term Investment
Tesla (NASDAQ:TSLA) saw UBS upgrade it to Neutral on April 13, keeping a $352 price target, while RBC trimmed its target to $480 but left an Outperform rating unchanged. The upgrades come amid mixed signals: a Q1 production run of 408,000...
UBS Raises Its Price Target on Dana Inc (DAN) to $42
UBS raised its price target on Dana Incorporated to $42 on April 14, up from $40, while maintaining a Buy rating. Barclays had earlier lifted its target to $41, reflecting renewed optimism ahead of Q1 earnings. Dana’s "Dana 2030" roadmap...
UBS Raises Its Price Target on BorgWarner (BWA) to $56
UBS raised its price target on BorgWarner (BWA) to $56 from $55 on April 14, 2026, while keeping a Neutral rating. The bank said the stock’s valuation looks more reasonable after a cautious stance following the Q4 results and 2026...
Here Is Why Aptiv (APTV) Is Among the 12 Best EV Stocks to Buy For Long Term Investment
Goldman Sachs reinstated coverage of Aptiv PLC with a Buy rating and a $74 price target after the company spun off its Electrical Distribution Systems unit into Versigent. Wells Fargo, while lowering its target to $81, kept an Overweight stance,...
JPMorgan Downgrades EVgo (EVGO) to Neutral From Overweight
On March 25, 2026 JPMorgan downgraded EVgo (NASDAQ:EVGO) to Neutral from Overweight after assuming coverage, citing a lack of near‑term catalysts and slow margin expansion. The firm expects profitability to stay subdued through at least Q3, despite EVgo’s recurring‑revenue model...
Is VinFast (VFS) the Best EV Stock to Buy For Long Term Investment?
VinFast Auto Ltd. (NASDAQ:VFS) reported a 127% year‑over‑year jump in March 2026 deliveries, moving 27,609 EVs in Vietnam and reaching 53,684 units for the first quarter. The Limo Green and VF 3 were the top‑selling models, together accounting for over 22,000 deliveries...
Michael Burry Buys the Dip in Salesforce and Other Software Stocks After AI-Fueled Sell-Off
Michael Burry is re‑entering the software sector, buying a roughly 3.5% stake in PayPal and planning positions in Salesforce, MSCI, Adobe, Autodesk and Veeva after a steep AI‑driven sell‑off. He argues the decline stems from technical pressures tied to private‑credit...
Post IPO, Beauty Tech Group Results Fly, Outlook Is Strong Too
Beauty Tech Group posted a blockbuster 2025 fiscal year after its October IPO, reporting record revenue of £141 million (≈$179 million), a 39.4% jump year‑over‑year. Own‑brand sales surged 60% to £140.9 million, while adjusted EBITDA climbed 63.8% to £37.5 million (≈$47.6 million) and operating profit...
Abbott Lowers Earnings Forecast After $21B Exact Sciences Buy
Abbott lowered its 2026 adjusted EPS forecast to $5.38‑$5.58 after completing a $21 billion acquisition of Exact Sciences. The deal adds Exact’s Cologuard colorectal‑cancer screening test, which Abbott expects to generate about $3 billion in incremental sales this year. Q1 revenue rose...
Utilities Sector 2Q26: Best and Worst
The New Constructs 2Q26 sector rating places utilities at the bottom, ranking 11th of 11 and assigning a Very Unattractive rating. The rating reflects an aggregate assessment of 81 utility stocks as of April 12, 2026. The report highlights the...
Energy Sector 2Q26: Best and Worst
The Energy sector fell to ninth place out of eleven in the 2Q26 sector ratings, slipping from a fifth‑place finish in the prior quarter. New Constructs assigned an Unattractive rating based on an aggregation of scores from 192 energy stocks...
How to Invest when Markets Are Reacting Irrationally to a War, Oil Shocks and Major Uncertainty
Despite the ongoing Iran war and a sharp oil price shock, the S&P 500 is up roughly 2% year‑to‑date, showing unexpected market resilience. The article outlines five strategies for navigating this volatility: recognizing that sentiment currently outweighs fundamentals, maintaining diversification...
Broker’s Call: On iValue Infosolutions (Buy)
iValue Infosolutions, India’s sole listed value‑added distributor, received a Buy rating with a target price of ₹330 (≈ $4.0) versus a current market price of ₹257.05 (≈ $3.1). The firm leverages cloud‑centric deals such as Aadhaar and GST by partnering with system...
Navigate the New Financial Landscape With BCFN
Baron Capital’s Baron Financials ETF (BCFN) offers an actively managed, high‑conviction portfolio of roughly 40 technology‑focused financial companies. Managed by Josh Saltman, the fund seeks firms that leverage data, digital payments and AI to capture growth beyond traditional banking. BCFN...
What a Time to Run This T. Rowe Price Tech Fund
Dominic Rizzo’s T. Rowe Price Global Technology Fund has posted a 33% annualized return since he took the helm in late 2022, outpacing the 24% average gain of peer tech funds. About half of the fund’s assets are allocated to...
Netflix Earnings Put Focus Back on Basics as M&A Overhang Clears
Netflix’s shares have surged more than 30% since the company abandoned its bid for Warner Bros., signaling a return to a fundamentals‑focused strategy. The stock is now among the S&P 500’s top ten performers, trading at its highest level since December but...
Micron Technology, Inc. $MU Stock Position Cut by Generali Powszechne Towarzystwo Emerytalne
Generali Powszechne Towarzystwo Emerytalne reduced its Micron Technology holding by 23.1%, selling 45,000 shares and ending the quarter with 150,000 shares valued at roughly $42.8 million. Micron’s stock opened near $456, trades above its 50‑day average, and the company recently lifted...
Tech Has Simplified Direct Indexing, and That's Not the Only Reason Financial Advisers Should Make the Leap
Advances in technology have removed many of the operational hurdles that once limited direct indexing, giving financial advisers a viable alternative to traditional ETFs and mutual funds. Pooled vehicles suffer from opaque holdings, hidden overlap, limited tax‑loss harvesting, portfolio drift,...
Microsoft Corporation (MSFT) Expands AI and Data Center Footprint
Microsoft is accelerating its AI and cloud infrastructure, with Bernstein noting a capacity boost in under six months and strong margins from first‑party Copilot apps. The company has met its Copilot sales targets, prompting an Outperform rating and a $641...
Here’s the Impact of Applied Digital Corp (APLD) Differentiation in the Data Center Market
Applied Digital Corp (APLD) posted a fiscal Q3 2026 revenue of $126.6 million, a 139% year‑over‑year jump, and trimmed its net loss to $100.9 million while reporting adjusted earnings of $33.2 million, or $0.09 per diluted share. The company’s 286 MW Bitcoin mining operation...
WhiteFiber Inc. (WYFI) a Top Data Center Stock on Colocation and Cloud Services Business Growth
WhiteFiber Inc. (NASDAQ: WYFI) received a new Buy rating from BTIG on April 10, with a $20 price target. The firm reported a 65% revenue jump year‑over‑year and an 88.6% gross profit margin, driven by its high‑density colocation and cloud‑services offerings. It...
VNET Group Inc (VNET) Achieves High Growth on AI-Driven Demand
VNET Group reported a record‑breaking 404 MW of data‑center capacity in 2025 and posted a 20.5% jump in full‑year revenue to $1.42 billion, driven by surging AI‑related demand. Fourth‑quarter revenue rose 19.6% to $384.2 million and adjusted EBITDA increased 22.6% to $425.9 million. Jefferies...