Today's News Sentiment

Ticker Summary Sentiment Date
STEPStepStone Group Inc. (Nasdaq: STEP) reported its third quarter fiscal year 2026 results for the period ending December 31, 2025. The company declared a quarterly cash dividend of $0.28 per share of Class A common stock, payable on March 13, 2026. Management will host a webcast and conference call on February 5, 2026, to discuss the results further.Bearish2026-02-05 22:23:02
TECHCitigroup has increased its price target for Bio-Techne (TECH) to $80.00, up from $70.00, while maintaining a 'Buy' rating. This adjustment reflects a positive outlook for the company, despite other analysts making varied adjustments to their ratings in recent months. Bio-Techne, a Minnesota-based life sciences manufacturer, supplies consumables and instruments primarily for the pharma, biotech, academic, and diagnostic markets, with significant operations in protein sciences.Bullish2026-02-05 22:23:02
RZBReinsurance Group of America (NYSE: RGA) announced strong fourth-quarter and full-year results, with diluted EPS of $6.97 and adjusted operating income of $7.75 per diluted share for Q4. The company reported significant capital deployment into in-force block transactions and share repurchases. RGA's President and CEO, Tony Cheng, expressed optimism for continued success, highlighting the strong balance sheet and favorable business conditions.Bearish2026-02-05 22:23:02
UNPUnion Pacific Corporation (NYSE: UNP) has declared a quarterly dividend of $1.38 per share, payable on March 31, 2026, to shareholders of record as of February 27, 2026. The railway company has maintained its dividend payments for 127 consecutive years. Union Pacific operates in 23 western states, providing freight services and connecting communities to the global economy.Bearish2026-02-05 22:23:02
CHRWC.H. Robinson Worldwide, Inc. (Nasdaq: CHRW) announced that its Board of Directors has declared a regular quarterly cash dividend of $0.63 per share. This dividend is payable on April 2, 2026, to shareholders of record on March 6, 2026. The company has a history of consistently increasing its per-share dividends annually for over 25 years.Bullish2026-02-05 22:23:02
CPTCamden Property Trust reported its operating results for the fourth quarter and full year ended December 31, 2025, detailing EPS, FFO, Core FFO, and Core AFFO. The company also announced its financial outlook for 2026, including guidance on expected EPS and FFO, as well as a first-quarter 2026 dividend of $1.06 per common share. Additionally, Camden highlighted recent development, acquisition, and disposition activities, along with its share repurchase program and liquidity position.Bullish2026-02-05 22:23:02
ANABAnaptysBio, Inc., a clinical-stage biotechnology company, announced its participation in several upcoming investor conferences in February and March 2026. Company executives, including President and CEO Daniel Faga, will engage in fireside chats and one-on-one meetings to discuss their innovative immunology therapeutics pipeline. Live webcasts of the fireside chats will be available on the company's investor relations website.Bullish2026-02-05 22:23:02
EQTEQT (NYSE: EQT) announced a quarterly cash dividend of $0.165 per share, declared by its Board of Directors. The dividend is scheduled to be paid on March 2, 2026, to shareholders who are on record by the close of business on February 17, 2026. This announcement highlights EQT's commitment to returning value to its shareholders.Bearish2026-02-05 22:23:02
MCHPMicrochip Technology reported strong financial results for the third quarter of fiscal year 2026, exceeding expectations with net sales of $1.186 billion, showing significant sequential and year-over-year growth. The company reported GAAP diluted EPS of $0.06 and Non-GAAP diluted EPS of $0.44. Microchip is optimistic about future growth, driven by a broad-based recovery across end markets, improved operational efficiency, and expanding gross margins.Bullish2026-02-05 22:23:02
MCHPMicrochip Technology Inc. has declared a quarterly cash dividend of 45.5 cents per share on its common stock. The dividend is payable on March 10, 2026, to stockholders of record as of February 23, 2026. This announcement continues Microchip's practice of paying quarterly cash dividends, which began in the third quarter of fiscal year 2003.Bullish2026-02-05 22:23:02
MOHMolina Healthcare, Inc. reported a Q4 2025 GAAP loss per diluted share of $3.15 and an adjusted loss of $2.75, with full-year 2025 GAAP earnings of $8.92 and adjusted earnings of $11.03. The company introduced full-year 2026 guidance forecasting premium revenue of approximately $42 billion and adjusted earnings of at least $5.00 per diluted share, despite expected burdens from a new Medicaid contract and underperformance in Medicare Advantage Part D. Joseph Zubretsky, President and CEO, acknowledged 2026 as a "trough year" for Medicaid industry margins but expressed confidence in the company's operating platform and future earnings trajectory.Bearish2026-02-05 22:23:02
BXBlackstone-backed Liftoff Mobile Inc. has postponed its initial public offering, which aimed to raise up to $762 million. The decision comes amidst a rout in technology stocks driven by concerns over artificial intelligence's impact on operating companies. The IPO was originally scheduled to be priced after market close on Thursday.Bearish2026-02-05 22:23:02
APAAPA Corporation has declared a regular cash dividend of $0.25 per common share. This dividend is payable on May 22, 2026, to stockholders of record as of April 22, 2026. The announcement was made on February 5, 2026, and is considered a routine shareholder distribution by the company.Bearish2026-02-05 22:23:02
BACBank of America (NYSE: BAC) will redeem all outstanding Series DD Fixed-to-Floating Rate Non-Cumulative Preferred Stock and corresponding depositary shares on March 10, 2026, at a price of $1,000 per share. A separate dividend of $31.50 per depositary share for the period of September 10, 2025, to March 10, 2026, will also be paid on the redemption date to holders of record as of February 15, 2026. Dividends will cease to accrue on the redemption date, and the redemption process will be handled through DTC and Computershare as the agent.Bearish2026-02-05 22:23:02
BBUCThis article provides trading signals and market dynamics for Brookfield Business Corporation Class A Exchangeable Subordinate Voting Shares (BBUC:CA) as of February 5, 2026. It includes long-term trading plans with buy and short targets and stop-loss recommendations. The article also presents AI-generated ratings for BBUC:CA across near, mid, and long terms, signaling "Strong" for near and long, and "Neutral" for mid-term.Bearish2026-02-05 22:23:02
KRThe Kroger Co. announced it will host its fourth quarter and full-year 2025 earnings conference call on Thursday, March 5, 2026, at 8:00 a.m. ET. Management will discuss financial and operational results, with the presentation broadcast online at ir.kroger.com. An on-demand replay will be available later that day.Bearish2026-02-05 22:23:02
TDGKeyBanc Capital Markets downgraded TransDigm Group (TDG) to Sector Weight from Overweight due to a softer outlook and anticipated margin pressure. The analysts believe the aerospace supplier's premium valuation now reflects near- to medium-term risks, including slowed aftermarket growth and potential margin compression from recent acquisitions. KeyBanc suggests the current valuation is balanced given the moderating growth and limited near-term upside.Bearish2026-02-05 22:23:02
FTNTFortinet (FTNT) shares surged 9% in extended trading after reporting fourth-quarter results and full-year guidance that exceeded Wall Street expectations. For the quarter ending December 31, the cybersecurity firm reported adjusted earnings of $0.81 per share. The positive financial performance led to an optimistic market reaction.Bullish2026-02-05 22:23:02
DLRDigital Realty Trust (NYSE:DLR) has released its FY 2026 earnings guidance, projecting an EPS of $7.900-$8.000 and revenue between $6.6 billion and $6.7 billion. This guidance comes as analysts have set varied price targets and ratings for DLR, with the stock currently holding a "Moderate Buy" consensus. The company's shares have recently traded down, and institutional investors have adjusted their holdings.Bearish2026-02-05 22:23:02
BACBank of America has announced it will redeem all outstanding shares of its Fixed-to-Floating Rate Non-Cumulative Preferred Stock, Series DD, and corresponding depositary shares. The redemption will occur on March 10, 2026, at a price of $1,000 per depositary share, with declared dividends of $31.50 per share paid separately on the same date. This action will cease dividend accrual on the redeemed shares as of the Redemption Date.Bearish2026-02-05 22:23:02
SNSharkNinja (SN) has launched a limited-edition Marilyn Monroe Collection across its cleaning, beauty, and kitchen products to celebrate Monroe's 100th birthday. This partnership is seen as a strategic move to deepen brand affinity through lifestyle-led, collectible items, rather than a short-term earnings driver. Investors are encouraged to consider diverse viewpoints on SharkNinja's valuation and the execution risks associated with its young leadership team.Bearish2026-02-05 22:23:02
PHMPulteGroup (NYSE: PHM) has filed a mixed shelf offering. This offering includes Senior Debt Securities, Subordinated Debt Securities, Guarantees of the Debt Securities, Common Shares, Preferred Shares, Depositary Shares, Warrants, Stock Purchase Contracts, and Stock Purchase Units. This regulatory filing allows the company flexibility in raising capital in the future.Bearish2026-02-05 22:23:02
RVNCRevance Therapeutics, Inc. (RVNC) has been acquired by Crown Laboratories, Inc. through a cash tender offer and second-step merger. Following the acquisition, RVNC common stock will be delisted from NASDAQ, transitioning it into a historical ticker symbol. The article details Revance's business focus on aesthetic and therapeutic offerings, its product portfolio including DAXXIFY and RHA Collection, and its key partnerships and financial highlights leading up to the acquisition.Bearish2026-02-05 22:23:02
HUMHumana has partnered with the Kentucky Community & Technical College System (KCTCS) to launch the Humana Scholars program in Louisville, investing $125,000 to address the nursing shortage in Jefferson County. This program provides scholarship funds for tuition and support to help first-year nursing students overcome barriers like food insecurity and transportation issues. The initiative aims to reduce student debt, with nearly 75% of KCTCS nursing graduates currently finishing debt-free, and may expand to other KCTCS colleges in the future.Bullish2026-02-05 22:23:02
CCICrown Castle Inc. (CCI) stock fell 8.99% on Thursday, closing at $78.37, underperforming the broader market as both the S&P 500 and Dow Jones Industrial Average experienced declines. The company's stock is now 32.30% below its 52-week high of $115.76, which was reached on July 24th. This downturn occurred during an overall challenging trading session for the stock market.Bearish2026-02-05 22:23:02
MOHMolina Healthcare Inc. experienced a significant 33% drop in its stock value after its 2026 profit forecast fell short of Wall Street's expectations by more than half. The health insurer also announced it would cease offering Medicare Advantage Part D plans starting in 2027. This decline, if sustained, would mark the largest drop for the company since July 2005.Bearish2026-02-05 22:23:02
VLTOCitigroup analysts have reduced their price target for Veralto (NYSE:VLTO) to $104.00 from $111.00, maintaining a "neutral" rating despite the company beating Q4 EPS estimates. Veralto reported $1.04 EPS against a $0.98 consensus, though revenue slightly missed expectations at $1.40 billion. The stock currently trades below its 50- and 200-day moving averages, and institutional ownership remains very high.Bearish2026-02-05 22:23:02
SJMThe J.M. Smucker Co. has appointed Katie Williams as its new chief marketing officer, effective March 9. Williams, previously the US chief marketing officer for Haleon, brings over 20 years of marketing leadership experience from companies like Mondelez International and Kraft-Heinz. She will report to CEO Mark Smucker and is tasked with advancing the company's brand portfolio, succeeding Gail Hollander who will retire on April 30.Bullish2026-02-05 22:23:02
CCICrown Castle (CCI) has experienced a multi-year share price decline but appears to be undervalued according to Simply Wall St's analysis. Both a Discounted Cash Flow (DCF) model and a Price-to-Sales (P/S) ratio analysis suggest the stock is trading at a significant discount to its intrinsic value and fair ratio, respectively. The article encourages investors to consider these findings in conjunction with their own "Narratives" about the company's future performance.Bullish2026-02-05 22:23:02
REGRegency Centers (Nasdaq: REG) announced its financial and operating results for the fourth quarter and full year ended December 31, 2025, along with initial 2026 earnings guidance. The company reported strong performance with Nareit FFO of $1.17 per diluted share for Q4 and $4.64 for the full year, showing significant growth in Same Property Net Operating Income. Regency Centers also highlighted substantial development and acquisition activities, underscoring its commitment to long-term shareholder value.Bullish2026-02-05 22:23:02
DLRDigital Realty (DLR) released its financial results for the fourth quarter ended December 31, 2025, on February 5, 2026, providing detailed materials to investors. Alongside the results, the company enhanced investor outreach efforts, including new presentations and a comprehensive conference schedule for early 2026. Spark, TipRanks’ AI Analyst, currently rates DLR as Neutral, citing strong financial performance and positive earnings sentiment but tempered by high valuation and mixed technical indicators.Bearish2026-02-05 22:23:02
CSGPCoStar Group is actively refuting investor criticism regarding its Homes.com strategy, calling demands to divest the portal a "false narrative" and a "fundamental misunderstanding" of its business. The company responded to recent open letters from hedge funds D.E. Shaw and Third Point, outlining steps taken to address concerns, including new independent directors and reduced investment in Homes.com, while emphasizing the portal's future profitability and the "irreparable harm" of dropping it.Bearish2026-02-05 22:23:02
CSCOThe article summarizes five key takeaways from Cisco's 2026 AI Summit, highlighting the shift towards agentic AI going into production, the necessity of solving the AI trust deficit through robust security, and AI as a demographic imperative. It also discusses re-engineering work for "abundance" and bridging the data gap using synthetic and physical data. A final point emphasizes the critical role of leadership in driving AI adoption within organizations.Bearish2026-02-05 22:23:02
TROWJPMorgan Chase & Co. lowered its price target for T. Rowe Price Group (NASDAQ:TROW) to $106.00 from $108.00, maintaining an "underweight" rating, following the asset manager's Q4 earnings miss. The company reported $2.44 EPS versus an estimated $2.47 and flagged higher operating expenses and net outflows. Several other analysts have also adjusted their price targets and ratings, with the consensus remaining "Reduce" and an average target price of $104.15.Bearish2026-02-05 22:23:02
COSTDA Davidson reissued a "Neutral" rating for Costco Wholesale (NASDAQ:COST) with a $1,000 price target, despite better-than-expected quarterly earnings and revenue. While DA Davidson's outlook is neutral, the consensus among analysts is a "Moderate Buy," with an average target price of $1,006.19. The article highlights Costco's strong fundamentals, recent sales growth, and institutional interest, alongside some analyst concerns regarding its valuation and minor operational issues.Bullish2026-02-05 22:23:02
EFXJPMorgan Chase & Co. has reduced its price target for Equifax (NYSE:EFX) from $260.00 to $230.00, though it maintained an "overweight" rating. Several other analysts also trimmed their price targets following Equifax's Q4 earnings beat, while the company issued softer-than-expected Q1 2026 guidance. Regulatory concerns regarding accusations of "price-gouging" on Medicaid data services by U.S. senators present a significant near-term downside risk for the stock.Bearish2026-02-05 22:23:02
JPMJPMorgan Chase & Co. has increased its price target for Corpay (NYSE:CPAY) to $390.00 from $350.00, maintaining an "overweight" rating. This adjustment comes after Corpay reported strong Q4 results, surpassing revenue and EPS estimates, and raising its full-year 2026 EPS guidance. Despite a lower-than-consensus Q1 2026 EPS outlook, the stock saw an 11.7% surge, and a director also made a significant share purchase.Bullish2026-02-05 22:23:02
JPMJPMorgan Chase & Co. has reduced its price target for KKR Real Estate Finance Trust (KREF) from $8.50 to $8.00, while maintaining a "neutral" rating. This adjustment, along with similar actions from other firms, contributed to a 7.4% drop in KREF's stock despite the company reporting a strong fourth-quarter earnings beat. The company's management is also exploring a $1.5 billion repayment target and evaluating its dividend strategy to reduce leverage.Bearish2026-02-05 22:23:02
BALLCitigroup has increased its price target for Ball Corporation (BALL) from $67.00 to $74.00, maintaining a "Buy" rating. This adjustment reflects continued confidence in the company, supported by similar target hikes and "Outperform" or "Buy" ratings from other prominent analysts like Mizuho, Truist Securities, Jefferies, Wells Fargo, and JP Morgan. Ball, the world's largest metal can manufacturer, is receiving positive evaluations due to its strategic direction and financial health, with an average target price of $70.11 among 12 analysts.Bullish2026-02-05 22:23:02
CHDJanet Vergis, a Director at Church & Dwight Co Inc (CHD), sold 12,960 shares of the company on February 4, 2026. Following this transaction, she now owns 860 shares. The stock was trading at $101 per share, and with a price-to-GF-Value ratio of 0.95, it is considered fairly valued.Bearish2026-02-05 22:23:02
FDXCitigroup maintained its Buy rating on FedEx (FDX) and significantly increased its price target to $401 from $327, indicating a bullish outlook. This adjustment follows several other analysts also raising their price targets for FedEx. Despite the increased price targets from analysts, GuruFocus estimates the fair value (GF Value) of FDX to be lower than its current trading price, suggesting a potential downside.Bullish2026-02-05 22:23:02
LMTCitigroup has raised its price target for Lockheed Martin (LMT) to $673 from $592, maintaining a "Neutral" rating. This adjustment reflects a 13.68% increase, aligning with a general trend of increased price targets from several other analyst firms for the aerospace and defense company. Despite the positive analyst sentiment regarding price targets, GuruFocus estimates suggest a potential downside from the current price based on its GF Value fair value calculation.Bullish2026-02-05 22:23:02
PRUBank of America Securities analyst Joshua Shanker maintained a Hold rating on Prudential Financial (PRU) with a $117.22 average price target, implying an 11.5% upside. Craig-Hallum analyst George Sutton maintained a Buy rating on SelectQuote (SLQT), which has an average price target of $6.00 and a Moderate Buy consensus. Both analysts are highly rated and specialize in the Financial and Technology sectors, respectively.Bearish2026-02-05 22:23:02
CTVACitigroup analyst Patrick Cunningham has raised the price target for Corteva (CTVA) to $80.00 from $74.00, while maintaining a Neutral rating. This adjustment reflects a continuous trend of analysts raising price targets for CTVA, following similar moves by Oppenheimer, JP Morgan, and Mizuho. Despite the average analyst target price suggesting an 11.61% upside, GuruFocus estimates a 10.13% downside based on its GF Value, indicating differing perspectives on the stock's fair value.Bullish2026-02-05 22:23:02
AXPAmerican Express has launched a new "pay over time" option for small businesses in the UK, aiming to enhance its flexible financing tools and compete with other card issuers. While this move could boost usage and retention among its small business clientele, the company's shares are currently trading below analyst targets and have shown weak short-term momentum. Investors will be watching the adoption rate of this new feature and its impact on credit exposure.Bearish2026-02-05 22:23:02
EMREmerson Electric (EMR) reported strong Q1 2026 results with US$4.3 billion in revenue and US$1.08 basic EPS, alongside a notable increase in net margin to 12.7% from 11.6% a year ago. This margin improvement and 13.3% one-year earnings growth support a bullish outlook on the company's profitability and earnings quality, despite a more modest five-year EPS growth of 0.2%. However, the company's valuation faces tension with a trailing P/E of 38.4x compared to a DCF fair value of US$106.34 and a high debt flag, suggesting strong expectations are already priced in.Bullish2026-02-05 22:23:02
NCLHOceania Cruises, a segment of Norwegian Cruise Line Holdings, has achieved record launch day bookings for its new ship, Oceania Sonata, with four Sonata Class luxury vessels slated for delivery by 2035. Despite this strategic expansion into premium and luxury segments, Norwegian Cruise Line Holdings (NYSE: NCLH) has experienced mixed stock performance, with a 20.8% decline over the past year. Simply Wall St's analysis suggests the stock is significantly undervalued, trading about 60.6% below fair value and 20% below analyst targets, yet it faces challenges like poorly covered interest payments and soft short-term momentum.Bullish2026-02-05 22:23:02
REGRegency Centers (REG) reported strong financial results for 2025, with increased net income, FFO, and Same Property NOI, along with high occupancy rates and robust leasing activity. The company demonstrated confidence in its future by accelerating development, executing portfolio transactions, maintaining a strong balance sheet, and approving higher common and preferred dividends. Analysts have a positive outlook on the stock, with Spark, TipRanks’ AI Analyst, rating REG as "Outperform" despite some technical bearish momentum and valuation concerns.Bullish2026-02-05 22:23:02
CRLCharles River Laboratories International Inc. (CRL) stock fell by 8.89% to $183.70 on Thursday, underperforming the broader market as the S&P 500 and Dow Jones also experienced declines. The company's shares closed 19.74% below its 52-week high, which was reached on January 13th. This performance occurred during a generally negative trading session for the stock market.Bearish2026-02-05 22:23:02
CLPSCLPS Incorporation (NASDAQ:CLPS) has announced a share repurchase program for up to 1 million of its common shares, targeting purchases when the stock price is below $2.00. The program, which runs from February 5, 2026, to November 4, 2026, signals the company's belief that its shares are undervalued. This follows a recent report of a 15.2% increase in revenue for fiscal 2025, despite significant client-related challenges.Bearish2026-02-05 22:23:02