Stocks
Single names, sectors, valuations and the trades behind the tape, explained in plain language.
Treasury Wine Estates flags another big US write-down for 2026
Treasury Wine Estates, owner of Penfolds, expects a fresh A$558.4 million post-tax charge in 2026 from write-downs of US assets, brands, and
Terra Balcanica extends C$750,000 financing deadline to Sept. 8
Terra Balcanica Resources has extended the deadline for its C$750,000 private placement to Sept. 8. The move may signal slower small-cap fun
Tandem's PayGo model gains traction as pharmacy sales climb
Tandem Diabetes Care's PayGo program is shifting how insulin pumps are paid for. RBC estimates 10% of US sales went through pharmacy channel
VSE raises 2026 outlook after strong Q2, but shares slip
VSE reported strong Q2 results with organic growth of about 14% and an adjusted EBITDA margin of 19.2%. RBC raised its price target on the s
Fiserv faces a rough 2026, but RBC sees profit leverage returning in 2027
RBC Capital Markets expects Fiserv to face a tough 2026 with higher spending and customer losses in its legacy Core business. But the bank s
Cytokinetics' Myqorzo launch gains early momentum, RBC says
RBC Capital Markets says early prescription data for Cytokinetics' new heart drug Myqorzo shows a healthy launch, with rising scripts and ma
Lyft's strong Q2 and World Cup travel lift RBC's price target to $20
RBC Capital Markets raised its price target on Lyft to $20 from $18 after the ride-hailing company posted solid Q2 results. Gross bookings g
RBC lifts Howmet price target to $350 on engine parts growth
RBC Capital Markets raised its price target on Howmet Aerospace to $350 from $325, citing strong demand for engine parts and capacity expans
Bumble's turnaround may stretch into 2027 as RBC cuts target to $4
RBC Capital Markets has cut its price target on Bumble to $4 from $5, warning that declining paying users and higher marketing spend could p
Glencore's ASX listing plan could trigger $1.5B in index fund buying
Glencore's planned secondary listing in Australia could trigger significant buying from index funds if it joins the ASX 200. Berenberg notes
ResMed shares slide 6% on weak 2027 outlook after Astral recall
ResMed guided to fiscal 2027 revenue of $5.75-5.85 billion, factoring a $75 million hit from the Astral ventilator recall. Shares fell about
Morgan Stanley sees Monster Beverage margins improving by 2027
Morgan Stanley says Monster Beverage's margins could improve faster than expected in 2027, once aluminum costs and geographic mix pressures