Today's News Sentiment

Ticker Summary Sentiment Date
LHXBernstein analyst Douglas Harned has maintained a Buy rating on L3Harris Technologies (LHX) with a price target of $405.00. The company recently reported quarterly revenue of $5.65 billion and a net profit of $300 million for the quarter ending December 31. Other analysts, including J.P. Morgan's Seth Seifman, also issued Buy ratings, while UBS maintained a Hold rating.Bearish2026-02-07 22:23:02
EXCThe article discusses the separation of Constellation from Exelon. Following the split, Exelon will continue to serve customers of DPL and Pepco.Bearish2026-02-07 22:23:02
MOHMolina Healthcare (MOH) shares crashed 25.8% after a catastrophic earnings report revealed a surprise quarterly loss and a significant cut to 2026 profit forecasts. The company attributed the shortfall to challenges with a new Medicaid contract in Florida and exits from unprofitable Medicare Advantage Part D business. Despite trading at crisis levels, offering a potential 42.4% upside to the Street Target of $187, the stock presents a high-risk contrarian bet for investors willing to consider a turnaround play.Bearish2026-02-07 22:23:02
PAYXPaychex Inc. (PAYX) reported a 7% increase in first-quarter profit, with net income rising to $131.9 million or $0.36 per share, up from $123.6 million or $0.34 per share in the prior-year quarter. This was driven by a 2% increase in total revenue to $518.3 million. Despite these results surpassing analyst expectations for earnings per share and revenue, the company maintains a cautious outlook for fiscal 2011, projecting flat payroll service revenue and a 10% to 13% increase in Human Resource Services revenue.Bullish2026-02-07 22:23:02
VZThis article states that Verizon (VZ) added 1.1 million net subscribers in the fourth quarter of 2025. This subscriber growth indicates a positive performance for the company during that period.Bullish2026-02-07 22:23:02
WTBAWest Bancorporation reported a strong 2025 fiscal year with net income increasing to $32.6 million, and earnings per share reaching $1.92, driven by an improved net interest margin. The company declared a quarterly cash dividend of $0.25 per share. While deposits grew, a single commercial real estate exposure led to an increase in the credit watch list, which management plans to mitigate.Bullish2026-02-07 22:23:02
TTCToro has introduced the GreensPro® e1700, an all-electric greens roller designed for golf course maintenance, at the 2026 GCSAA Conference and Trade Show. This new model features a wide 69-inch rolling width, intuitive joystick controls, and SmartHitchTM Integrated Trailer for enhanced productivity and ease of transport. Powered by Toro’s HyperCell® Lithium-ion battery technology, the e1700 aims to provide smooth, consistent golf greens efficiently and with silent operation.Bullish2026-02-07 22:23:02
PNFPPinnacle Financial Partners (PNFP) recently declared a US$0.50 cash dividend per share for common shareholders and fresh preferred stock dividends, following positive share price momentum. While analysts see an 11.6% undervaluation with a fair value of $115.71, some concerns exist regarding its P/E ratio of 24.6x, which is double the US Banks industry average. Investors are encouraged to review the complete narrative and consider risks like the Synovus integration and potential commercial real estate stress before making investment decisions.Bullish2026-02-07 22:23:02
UUUURoth Capital upgraded Energy Fuels Inc. (UUUU) to Neutral from Sell, raising its price target to $15.50 from $13.00, citing strong market sentiment and rising uranium prices. Other firms like Canaccord and B. Riley also increased their price targets and maintained Buy ratings for the company, attributing its outperformance to White Mesa’s rare earth refining capabilities and supportive U.S. critical minerals policy. Energy Fuels also exceeded its uranium production and sales guidance for Q4 2025.Bullish2026-02-07 22:23:02
CBOECboe Global Markets (CBOE) reported strong Q4 2025 results with US$1.2 billion in revenue and US$2.99 EPS, bringing trailing twelve-month revenue to US$4.7 billion and EPS to US$10.46. The company saw a significant increase in net profit margin to 23.2% from 18.6% a year prior, alongside a 43.9% earnings increase. However, future forecasts project slower earnings growth (5.6% annually) and a 15.6% annual revenue decline, suggesting potential challenges for maintaining high margins and creating tension with its current P/E ratio which is above industry averages and its DCF fair value.Bearish2026-02-07 22:23:02
CMSCMS Energy (CMS) closed FY 2025 with increased revenue and EPS but experienced a slight slippage in net profit margin from 13.2% to 12.4%. While the company offers a 3.13% dividend yield supported by earnings and has consistent earnings growth, concerns are raised about profitability pressures and weak interest coverage. The stock trades near its DCF fair value, prompting investors to weigh earnings growth against debt servicing costs.Bearish2026-02-07 22:23:02
JPMThis article examines whether JPMorgan Chase & Co (JPM) remains a worthwhile investment, considering shifting interest rates and the rise of fintech. It discusses JPM's strong market position, diversified business model, and brand stability as reasons for its continued appeal as an "anchor" stock. While not offering "viral upside," JPM is presented as a solid, long-term buy for stability-focused portfolios.Bullish2026-02-07 22:23:02
SLQTSelectquote, Inc. reported strong financial results for its second fiscal quarter of 2026, exceeding market expectations with a 12% year-over-year revenue increase to $537 million and earnings per share of $0.26. The growth was primarily driven by its Healthcare Services unit, which saw a 26% revenue surge. Despite this positive performance and strategic moves like securing a new $415 million credit facility and a multi-year PBM agreement, Selectquote's stock declined in pre-market trading, indicating cautious investor sentiment regarding the volatile insurance sector.Bullish2026-02-07 22:23:02
SYNAAnalysts have provided new ratings for several technology companies. KeyBanc maintained a Hold rating on Synaptics (SYNA), Mizuho Securities reiterated a Buy rating on WEX (WEX) with a $170.00 price target, and Bank of America Securities reaffirmed a Buy rating on Affirm Holdings (AFRM) with an $88.00 price target. The article details the reasoning and analyst consensus for each stock.Bearish2026-02-07 22:23:02
AMGNAmgen Inc. is presented as a quiet biotech powerhouse worth considering for long-term investors, contrasting with the hype around AI and meme stocks. The article highlights Amgen's strong product line, robust pipeline in cancer and autoimmune treatments, and its history of paying dividends. It suggests that Amgen offers stability and growth potential for those looking for a serious healthcare holding rather than instant gratification.Bullish2026-02-07 22:23:02
PPGNULLBearish2026-02-07 22:23:02
TGNAFormer President Trump has reversed his stance and now supports Nexstar Media Group's $6.2 billion acquisition of Tegna. He stated on Truth Social that the deal would increase competition against "Fake News National TV Networks." The acquisition, which requires regulatory approval, would significantly expand Nexstar's reach in local broadcast media.Bearish2026-02-07 22:23:02
TSEMTower Semiconductor (TSEM) has partnered with NVIDIA (NVDA) to develop next-generation silicon photonics for AI data centers, aiming to enhance high-speed interconnectivity and double data rates. This collaboration, announced on February 5th, caused Tower Semiconductor's stock to rally significantly, with intraday gains of 6.4% and an 18.4% year-to-date increase, reflecting strong investor interest in AI and advanced semiconductor technology.Bearish2026-02-07 22:23:02
OILDRegulators have announced that the Bank of Montreal (BMO) overcharged 101,091 clients. The article, however, does not provide details on the nature of the overcharges or the regulatory actions taken.Bearish2026-02-07 22:23:02
UTIUniversal Technical Institute (NYSE:UTI) is expanding its U.S. presence with new campuses in Atlanta and San Antonio, including its first campus exclusively for skilled trades, and a new healthcare facility in Phoenix. This expansion, featuring over 20 new programs for 2026, aims to address persistent skilled labor and healthcare worker shortages. While financial results show growing sales, net income has experienced a slight decrease due to upfront investment in these new facilities, indicating a confidence in long-term growth despite short-term margin pressures.Bullish2026-02-07 22:23:02
IEXThis article examines IDEX Corp (IEX), an industrial stock, questioning if it's a hidden game-changer despite not being a flashy consumer brand. It delves into the reasons why the company is gaining traction among long-term investors, including its mission-critical products, diversified markets, and track record of profitable growth. The article also compares IDEX to competitor Roper Technologies, highlighting their respective strengths and offering a verdict for different types of investors.Bearish2026-02-07 22:23:02
CRMSalesforce recently secured a US$5.60 billion, 10-year AI contract with the U.S. Army and joined EMBERPOINT LLC, indicating its strategic placement in mission-critical government and public-safety systems. Despite these significant wins, Salesforce's stock is down 9.9%, and its shares may still be trading 42% above fair value, prompting questions about the long-term investment narrative, especially concerning AI's impact on its subscription models and pricing power. Investors are looking to the upcoming earnings call for clarity on AI monetization and how these new partnerships balance against sector-wide multiple compression and concerns about per-seat pricing.Bearish2026-02-07 22:23:02
CATCaterpillar (NYSE: CAT) stock surged 7.1% on Friday, closing at $726.20, as the Dow Jones Industrial Average surpassed 50,000 for the first time. This jump reflects a broader market shift back towards economy-tied stocks, with other cyclicals like Deere and United Rentals also performing strongly. Investors are now keenly awaiting delayed U.S. jobs numbers and upcoming inflation figures next week, which could significantly influence future interest rate expectations and potentially impact companies like Caterpillar.Bullish2026-02-07 22:23:02
WECBMO Capital analysts have assigned neutral "Hold" ratings to WEC Energy Group (WEC) and Fluence Energy (FLNC), indicating neither a bullish nor bearish outlook. For WEC Energy Group, James Thalacker maintained a Hold with a $121.00 price target, while Fluence Energy received a Hold rating from Ameet Thakkar with a $19.00 price target. The consensus for both stocks is currently a Hold from analysts.Bearish2026-02-07 22:23:02
CSXCSX Corp. is transforming itself from a traditional railroad into a data-driven freight platform by leveraging precision operations and intermodal logistics. The company aims to compete in an AI-accelerated and decarbonizing supply chain by offering reliable, cost-effective, and sustainable solutions that blend physical infrastructure with a modern digital interface. These strategic shifts define its product stack and enhance its valuation as a long-term beneficiary of decarbonization policies and corporate ESG commitments.Bullish2026-02-07 22:23:02
JJacobs Solutions Inc. (J) is presented as a "boring" but potentially profitable stock, focusing on engineering, consulting, infrastructure, and defense projects. The article argues that while it lacks social media hype, its stable revenue from large, long-term government and corporate contracts, coupled with a pivot towards high-tech solutions, makes it an attractive "quiet compounder" for long-term investors seeking stability over viral volatility.Bearish2026-02-07 22:23:02
CSGPCoStar Group (CSGP) faces mixed analyst views regarding its future, with some bullish on long-term growth and others concerned about near-term profitability and execution risks, especially concerning Homes.com. Activist investors D.E. Shaw and Third Point are pushing for significant changes, including a potential divestment or shutdown of Homes.com and improved capital allocation. Despite a slight decrease in the fair value calculation, a new US$1.5 billion share repurchase program and pressure from activists are seen as factors that could offer support for the stock's valuation.Bullish2026-02-07 22:23:02
MRKMerck shares closed 1.8% higher at $121.93 after Health Canada approved its ENFLONSIA RSV antibody for infants. While Guggenheim raised its price target to $140, a series of insider sales by three executives occurred this week. Upcoming catalysts for investors include FDA decision dates and the next earnings report slated for April 30th, 2026.Bullish2026-02-07 22:23:02
BCMLBayCom Corp reported a strong close to its fiscal year, with net income surging 37% sequentially to $6.9 million and diluted earnings per share at $0.63. The company's profitability was driven by expanded net interest income and reduced credit loss provisions, leading its board to increase the quarterly dividend by 20% to $0.30 per share. Looking ahead, BayCom aims to maintain net interest margins and profitability through prudent loan growth and cost control amid a potentially brightening outlook for regional banks.Bullish2026-02-07 22:23:02
TPSTTempest Therapeutics announced management changes with Geoff Nichol resigning from the Board and Stephen Brady becoming Chair after an asset acquisition. The company will also distribute nearly 6.8 million warrants to shareholders, allowing the purchase of shares at $18.48 each, expiring in 2031.Bearish2026-02-07 22:23:02
TGNADonald Trump has endorsed the proposed $6.2 billion merger between Nexstar Media Group and Tegna, stating it will help combat "Fake News" by creating more competition at a higher level. FCC Chairman Brendan Carr, appointed by Trump, echoed this sentiment, arguing that national networks like Comcast and Disney have too much power and that the merger would bring real competition. The deal, if approved, would give Nexstar 265 stations, reaching 80% of U.S. TV households, but requires a waiver from the FCC due to existing ownership caps, which some, like Newsmax and its CEO Chris Ruddy, oppose, arguing it would lead to dangerous consolidation and harm localism.Bullish2026-02-07 22:23:02
DRHEvercore analyst Duane Pfennigwerth has maintained a "Hold" rating on DIAMONDROCK HOSPITALITY CO (DRH.US) while increasing the target price from $10 to $10.5. According to TipRanks, the analyst has a 58.6% success rate and an average return of 8.9% over the past year. This report provides an overview of the rating change and the analyst's performance metrics.Bullish2026-02-07 22:23:02
TYRAAlphaQuest LLC significantly reduced its stake in Tyra Biosciences, Inc. (NASDAQ:TYRA) during the third quarter, selling 43,013 shares and owning 30,060 shares valued at approximately $421,000. Despite this reduction, Wall Street analysts generally hold a "Moderate Buy" consensus rating for TYRA with an average target price of $37.17. Additionally, a director of the company, Robert J. More, sold a substantial number of shares in November, though corporate insiders collectively still maintain a 15.20% ownership of the stock.Bullish2026-02-07 22:23:02
PTYThe PIMCO Corporate & Income Opportunity Fund (PTY) has announced a stable monthly dividend of $0.1188 per share, resulting in a forward yield of 10.34%. The ex-dividend and record dates are both set for May 12, with payment scheduled for June 2. This consistent payout strategy highlights PTY's role as a reliable income-generating investment, offering both stability and growth potential to shareholders.Bullish2026-02-07 22:23:02
ETNEaton has secured an $8 billion senior unsecured loan from Citibank, effective February 6, 2026, which matures on December 31, 2026. This loan is intended to enhance the company's short-term funding capacity. Eaton Corp. PLC (ETN) disclosed this financial obligation in a Form 8-K filing with the U.S. Securities and Exchange Commission on February 6, 2026.Bullish2026-02-07 22:23:02
LHXL3Harris Technologies CEO Christopher Kubasik announced a plan to sell 129,501 options and 60,000 shares of the company's stock between May and October 2026. This comes as the Pentagon is implementing a new policy to restrict stock buybacks and dividends for defense contractors who are underperforming on contracts while still making profits, which could potentially impact L3Harris.Bearish2026-02-07 22:23:02
LRCXLam Research stock jumped 8.3% on Friday, closing at $231.01, driven by a broad rally in chip stocks and renewed interest in AI plays. Investors are now looking ahead to the upcoming U.S. jobs report on February 11 and CPI numbers on February 13, which could impact market sentiment and interest rate expectations. The company also announced a quarterly dividend and highlighted strong demand forecasts for global chip sales.Bullish2026-02-07 22:23:02
BENFranklin Resources (BEN) recently reported stronger Q1 2026 results with increased revenue, net income, and EPS, alongside US$1.71 trillion in preliminary assets under management and a maintained dividend. The company is actively expanding its platform with initiatives like the Microsoft Azure-powered Intelligence Hub, ETFs, alternatives, and custom indexing to enhance distribution and diversify fee sources. While the company demonstrates growth and a commitment to innovation, its valuation, capital allocation, and market risks like fee pressure and flow volatility are key considerations for investors.Bullish2026-02-07 22:23:02
IBMIBM's stock price surged 3.1% to $298.93, closing a volatile week on a strong note, driven by investor focus on AI spending and a new contract with the Missile Defense Agency. The company's dividend record date is set for February 10th, and Confluent shareholders will vote on IBM's proposed acquisition on February 12th. These upcoming events are expected to keep investor attention on IBM despite broader market fluctuations.Bullish2026-02-07 22:23:02
UECUranium Energy Corp. (UEC) recently filed a US$90.24 million shelf registration for 6,000,000 common shares as an ESOP-related offering, aligning employee incentives with the US government's Project Vault initiative for domestically sourced critical minerals. This move, combined with growing institutional ownership, strengthens the company's "policy-backed growth" narrative, despite ongoing losses and share price volatility. While it introduces potential dilution, it also deepens employee alignment with the company's long-term strategy in the uranium and fuel services sector, though risks related to execution, profitability, and valuation remain.Bearish2026-02-07 22:23:02
COURCoursera (COUR) reported a Q4 net loss of US$26.8 million despite revenues of US$196.9 million, concluding FY 2025 with a total trailing 12-month loss of US$51 million. While the company's losses have been improving over five years, its revenue growth rate of 6.2% lags behind the broader US market's 10.2%. This performance, coupled with a P/S ratio below peers but a valuation significantly below its DCF fair value, leads to ongoing debate among investors regarding its future profitability.Bearish2026-02-07 22:23:02
CNCCentene's (CNC) stock dropped 3.7% despite beating Q4 earnings and providing bullish 2026 guidance, as investors reacted to rival Molina Healthcare's collapse and fears of industry-wide medical cost issues. Analysts argue Centene's exposure is different, creating a "dislocated" valuation opportunity. TIKR's Advanced Valuation Model suggests the stock is significantly undervalued with an 82% upside potential to $73, based on its strong cash generation, historical revenue growth, and expected margin improvements.Bearish2026-02-07 22:23:02
AMATApplied Materials (AMAT) stock rose 6.1% on Friday, closing at $322.51, amid a broader recovery in chip stocks. Investors are now looking ahead to Applied's fiscal Q1 2026 earnings report, due on Thursday, February 12, as well as upcoming U.S. jobs and inflation data. Key concerns remain China exposure and U.S. export controls, which the company expects to impact its 2026 revenue.Bullish2026-02-07 22:23:02
NAMSNewAmsterdam Pharma announced the grant of inducement share options for 217,000 ordinary shares to four new non-executive hires. These grants, approved by the Compensation Committee, are an inducement for employment and comply with Nasdaq Listing Rule 5635(c)(4). The options have an exercise price of $31.57 and will vest over four years, with 25% vesting after one year and the remainder in monthly installments.Bullish2026-02-07 22:23:02
KEXKirby Corp's VP and Controller, Ronald A. Dragg, sold 5,429 shares totaling $662,338 but also exercised options to acquire 2,787 shares. The company, valued at $6.67 billion, is maintaining a "Strong Buy" consensus from analysts, despite a recent earnings report where EPS exceeded forecasts but revenue fell short. InvestingPro data suggests the stock is undervalued, though management has been actively buying back shares in contrast to this insider sale.Bearish2026-02-07 22:23:02
SCHGThis article provides a comprehensive profile of the Schwab U.S. Large-Cap Growth ETF (SCHG), detailing its investment strategy, holdings, performance, and key financial metrics. SCHG tracks the Dow Jones U.S. Large-Cap Growth Total Stock Market Index, focusing on large-cap growth companies predominantly in the technology sector. The profile includes data on expense ratios, dividend yield, fund flows, ESG scores, and comparisons to peer ETFs.Bullish2026-02-07 22:23:02
AMATApplied Materials (AMAT) surged 5.8% to close near $304, completing a rally with peers KLA Corp and Lam Research, driven by the increasing demand for manufacturing advanced GPUs amid the AI boom. Analysts believe the company's leading role in materials engineering for Gate-All-Around (GAA) nodes positions it for continued success as chip manufacturers transition to 2nm processes. TIKR's Advanced Valuation Model suggests a target price of $320.93, indicating a modest 5.6% upside, highlighting AMAT as a stable investment in the volatile semiconductor sector.Bullish2026-02-07 22:23:02
UDRUDR Inc.'s stock has been trading near its 52-week lows, causing concern among investors, despite the broader real estate sector stabilizing. The article discusses UDR's one-year performance, recent market catalysts, and Wall Street's cautious "Hold" verdict. It also explores the future prospects and strategy of the apartment REIT, highlighting its sensitivity to interest rates and rental demand.Bearish2026-02-07 22:23:02
MCDMcDonald's stock (MCD) closed near its 52-week high, making its upcoming earnings report critical as there is little room for error in guidance. Analysts are anticipating $3.04 earnings per share for the fourth quarter, but valuation concerns have led to cautious analyst ratings despite price target increases. Investors will also be watching the U.S. January consumer price index and McDonald's comparable sales, traffic, and pricing strategies for indications of future performance.Bullish2026-02-07 22:23:02
COURTwo analysts have offered bullish sentiments on consumer goods companies Post Holdings (POST) and Coursera (COUR). Evercore ISI analyst David Palmer maintained a Buy rating on Post Holdings with a $129.00 price target, while Telsey Advisory analyst Sarang Vora maintained a Buy rating on Coursera with a price target of $14.00. Both companies have consensus ratings from analysts indicating potential upside.Bullish2026-02-07 22:23:02