Stocks
Single names, sectors, valuations and the trades behind the tape, explained in plain language.
CDW's Q2 beat overshadowed by margin worries, Morgan Stanley says
CDW delivered a strong second quarter, but investors zeroed in on softer gross margins. Morgan Stanley argues the market is overreacting, no
Berenberg lifts Next target as international online sales surge
Berenberg lifted its price target on Next to £187 after the retailer's Q2 full-price sales rose 9.2%. The growth was powered by a 36.9% surg
Tarsus to buy Alkeus for up to $800M, adding Stargardt disease drug
Tarsus Pharmaceuticals is buying Alkeus for up to $800 million, adding a late-stage treatment for Stargardt disease, a rare inherited retina
UK clears Paramount's $110B Warner Bros. Discovery deal
UK regulators have cleared Paramount's $110 billion acquisition of Warner Bros. Discovery after David Ellison made legally binding promises
Parker-Hannifin forecasts record fiscal 2027 profit on aerospace demand
Parker-Hannifin expects record fiscal 2027 earnings, guided by strong aerospace and defense demand. The company's adjusted EPS forecast of $
BMO raises Novo Nordisk target to $47 but seeks clearer growth plan
BMO Capital Markets raised its price target on Novo Nordisk to $47 and boosted 2026 earnings estimates after the drugmaker's Q2 results. How
Aumovio targets 30% payout but no dividend before 2026
Aumovio wants to return more cash to shareholders, targeting a 30% dividend payout and buybacks. But a €597 million first-half loss means in
AXA may lift EPS growth target at September investor day
Berenberg analysts expect AXA to raise its earnings-per-share growth target at its September 15 investor day, citing steady AXA XL results a
Riyad Capital holds Amak target at 100 riyals despite 53% profit drop
Saudi miner Amak saw Q2 net profit fall 53% year-on-year, but Riyad Capital kept its buy rating and 100-riyal target. The brokerage points t
Singapore shares rise 1% as CapitaLand Ascott Trust deal lifts sentiment
Singapore's benchmark index gained 1% as deal news, led by CapitaLand Ascott Trust's SG$134 million acquisition, overshadowed mixed regional
Riyad Capital turns bullish on Riyadh Cables despite 19% slide
Riyad Capital has turned more positive on Riyadh Cables Group, even as the stock has fallen 19% since May. The broker kept its 135-riyal pri
Swiggy targets 100 billion rupees core earnings by FY31
Swiggy has laid out plans to reach 100 billion rupees in annual core earnings by FY31, powered by food delivery and its Instamart quick-comm