On February 2, Francis Gannon, co-CIO of Royce Investment Partners, joined CNBC’s “Power Lunch” to talk about the long-awaited upswing in small-cap stocks.
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February 23 - Hedge Funds, News
Industrial stocks were a bag of mixed fortunes in 2025.
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February 22 - Hedge Funds, News
On February 19, Baird raised its price recommendation on Analog Devices (ADI) to $365 from $275. It reiterated an Outperform rating on the shares.
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February 22 - News
On February 19, BMO Capital raised its price recommendation on CSX Corporation (NASDAQ:CSX) to $41 from $38. The firm reiterated a Market Perform rating on the shares.
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February 22 - News
On February 4, Texas Instruments Incorporated (NASDAQ:TXN) announced that it has agreed to acquire Silicon Laboratories in a $7.5 billion deal.
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February 22 - News
On February 1, Citi analyst Jon Tower lowered his price recommendation on Starbucks Corporation (NASDAQ:SBUX) to $92 from $94.
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February 22 - News
On February 20, Barclays initiated coverage of Amgen Inc. (NASDAQ:AMGN) with an Equal Weight rating and a $185 price target.
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February 22 - News
On February 20, Barclays began coverage of Gilead Sciences, Inc. (NASDAQ:GILD) with an Equal Weight rating. The firm set a $155 price target on the stock.
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February 22 - News
On February 9, Stifel analyst David Grossman lowered his price recommendation on Automatic Data Processing, Inc. (NASDAQ:ADP) to $270 from $280.
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February 22 - News
On February 20, TD Cowen analyst Shelby Tucker raised the price recommendation on American Electric Power Company, Inc. (NASDAQ:AEP) to $141 from $137.
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February 22 - News
On February 12, Barclays analyst Tom O’Malley initiated coverage of Microchip Technology Incorporated (NASDAQ:MCHP) with an Equal Weight rating.
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February 22 - News
On February 13, UBS analyst William Appicelli upgraded Xcel Energy Inc. (NASDAQ:XEL) to Buy from Neutral and raised his price target to $89 from $81.
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February 22 - News
During Fastenal’s Q4 2025 earnings call, President and Chief Sales Officer Jeffery Watts said the company finished the year on a strong note.
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February 22 - News
On February 3, Morgan Stanley raised its price recommendation on PACCAR Inc (NASDAQ:PCAR) to $109 from $102. It reiterated an Equal Weight rating on the shares.
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February 22 - News
On February 17, BofA analyst Curtis Nagle reinstated coverage of Thomson Reuters Corporation (NASDAQ:TRI) with a Neutral rating.
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February 22 - News
On February 17, Wedbush maintained an Outperform rating on Apple Inc. (NASDAQ:AAPL), with a $350 price target.
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February 22 - News
On February 10, Evercore ISI analyst John Pancari lowered his price recommendation on American Express Company (NYSE:AXP) to $393 from $400.
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February 22 - News
On February 20, Bloomberg reported that Bank of America Corporation (NYSE:BAC) is committing $25 billion to private-credit deals.
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February 22 - News
On February 18, BofA analyst Peter Galbo raised his price recommendation on The Coca-Cola Company (NYSE:KO) to $88 from $85. The analyst reiterated a Buy rating on the stock.
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February 22 - News
On February 17, Melius Research said Chevron Corporation (NYSE:CVX) could see upside as exploration activity picks up and the market overlooks its potential in Venezuela.
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February 22 - News
On February 9, BMO Capital lowered its price recommendation on Moody’s Corporation (NYSE:MCO) to $480 from $561. It reiterated a Market Perform rating on the stock.
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February 22 - News
On February 10, BMO Capital analyst Michael Zaremski raised his price objective on Chubb Limited (NYSE:CB) to $326 from $286.
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February 22 - News
On February 17, Morgan Stanley analyst Megan Alexander Clapp lowered the firm’s price recommendation on The Kraft Heinz Company (NASDAQ:KHC) to $23 from $24.
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February 22 - News
A CNBC report published on February 5 noted that The Kroger Co. (NYSE:KR)’s valuation remains relatively low, with the stock trading at 12.7x forward earnings.
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February 22 - News
On February 19, Visa Inc.
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February 22 - News
On February 18, Ericsson and Mastercard Incorporated (NYSE:MA) announced a new partnership aimed at improving how money moves around the world.
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February 22 - News
UnitedHealth Group Incorporated (NYSE:UNH) is going through a difficult stretch, with the stock dropping nearly 14% since the start of 2026, reflecting growing concern among investors...
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February 22 - News
On February 19, BTIG lowered its price recommendation on Domino’s Pizza, Inc. (NASDAQ:DPZ) to $500 from $530. It reiterated a Buy rating on the stock.
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February 22 - News
According to Morgan Stanley, AI capabilities are expected to expand at a non-linear pace, even faster than the ability of businesses, consumers, and governments to adopt such...
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February 22 - Hedge Funds, News
On February 20, Nucor Corporation (NYSE:NUE)’s Board of Directors approved its regular quarterly cash dividend of $0.56 per share, which will be paid on May 11, 2026, to shareholders...
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February 22 - News
TheFly reported on February 18 that Erste Group lowered its rating on CSCO from Buy to Hold and cited concerns over declining gross margins. The firm predicted that revenue ...
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February 22 - News
TheFly reported on February 1 that Jefferies increased its price target for GD to $385 from $360 and maintained a Hold rating.
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February 22 - News
TheFly reported on February 12 that BofA Securities lowered its price target for MSI to $500 from $520 and gave it a Buy rating. Although the firm still anticipates improving...
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February 22 - News
We came across a bullish thesis on Samsara Inc. on T K’s Substack. In this article, we will summarize the bulls’ thesis on IOT.
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February 22 - News, Stock Analysis
We came across a bullish thesis on Roblox Corporation on r/Valueinvesting by Ananyxgupta. In this article, we will summarize the bulls’ thesis on RBLX.
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February 22 - News, Stock Analysis
We came across a bullish thesis on MKL on Casteleyn Partnership Substack. In this article, we will summarize the bulls’ thesis on MKL.
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February 22 - News, Stock Analysis
We came across a bullish thesis on Apollo Global Management, Inc. on R. Dennis’s Substack by OppCost. In this article, we will summarize the bulls’ thesis on APO.
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February 22 - News, Stock Analysis
We came across a bullish thesis on Blackstone Inc. on R. Dennis’s Substack by OppCost. In this article, we will summarize the bulls’ thesis on BX.
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February 22 - News, Stock Analysis
TheFly reported on February 17 that Noble Capital lowered its price target on GEO to $28 from $35 and kept an Outperform rating.
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February 22 - News
We came across a bullish thesis on Ross Stores, Inc. on The Wealth Dynasty Report’s Substack.
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February 22 - News, Stock Analysis
We came across a bullish thesis on Snowflake Inc. on Compounding Your Wealth’s Substack by Sergey.
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February 22 - News, Stock Analysis
We came across a bullish thesis on Talen Energy Corporation on R. Dennis’s Substack by OppCost. In this article, we will summarize the bulls’ thesis on TLN.
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February 22 - News, Stock Analysis
We came across a bullish thesis on Trane Technologies plc on The Wealth Dynasty Report’s Substack.
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February 22 - News, Stock Analysis
We came across a bullish thesis on The Wendy’s Company on Alpha Talon Investment Research’s Substack by AT Investment Research.
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February 22 - News, Stock Analysis
TheFly reported on February 18 that UBS initiated coverage of KTOS with a Neutral rating and a price target of $79.
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February 22 - News
TheFly reported on February 10 that Truist Securities raised its price target on BCO to $163 from $138 and maintained a Buy rating.
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February 22 - News
TheFly reported on February 18 that JPMorgan lowered its price target on ALLE to $180 from $190 and maintained an Overweight rating on the stock following the company’s ...
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February 22 - News
Separately, OSI Systems, Inc.
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February 22 - News
TheFly reported on February 18 that DA Davidson raised its price target on MSA to $235 from $186 and reiterated a Buy rating following the company’s Q4 earnings beat.
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February 22 - News
In recent years, technology markets, especially those tracked by the NASDAQ Composite Index, have drawn growing attention from investors around the world.
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February 22 - Dividend Stocks, Hedge Funds, News