Stocks
Single names, sectors, valuations and the trades behind the tape, explained in plain language.
Gallagher holds 2026 outlook but lifts risk management growth target
Arthur J. Gallagher held most of its 2026 guidance after a mostly in-line Q2, but raised its Risk Management organic-growth outlook. RBC say
Gildan's raised margin target opens door to buybacks, RBC says
RBC Capital Markets says Gildan's raised 2026 margin target looks structural, helped by tariffs, making a year-end buyback restart more real
Ares CEO signals private equity expansion as allocators seek one-stop shops
Ares Management CEO Michael Arougheti says the $671 billion private credit firm may need to expand in private equity. The move reflects grow
RBC says Alnylam's post-earnings slide is overdone despite guidance cut
RBC Capital Markets lowered its price target on Alnylam to $350 after a softer quarter and reduced transthyretin guidance. Still, the bank a
Marcus could boost dividends and buybacks after theater cleanup, Wedbush says
Wedbush says Marcus is emerging from a cleanup phase with fewer, cheaper-to-run theaters. That could leave the company with more cash to lif
Berenberg sees mixed signals in adidas post-Q2 message, keeps Hold
Berenberg maintained a Hold rating and 190-euro price target on adidas after its Q2 update. The bank sees mixed signals, with management att
Schaeffler cuts 2028 sales goal, E-mobility margin target; shares plunge 13%
Schaeffler trimmed its 2028 sales target and cut its E-mobility margin outlook to 0% to -4%, blaming weaker US demand for passenger cars and
Berenberg upgrades Rio Tinto, sees stronger cash flow than BHP
Berenberg upgraded Rio Tinto and lifted its price target to 86 pounds from 81, arguing the miner's cash generation will outpace rival BHP ov
Berenberg trims Saint-Gobain target but keeps buy rating
Berenberg trimmed its price target on Saint-Gobain to €95 after first-half sales and operating income fell, but kept a buy rating. The bank
Seven & i brings SoftBank, PayPay and SMBC Card into loyalty push
Seven & i, the owner of 7-Eleven, is bringing SoftBank, PayPay and Sumitomo Mitsui Card in as shareholders to build a shared loyalty and pay
Rightmove cuts 2026 growth forecast as UK housing market cools
Rightmove, the UK's biggest property listings platform, has lowered its 2026 revenue growth forecast to 6%-8% from 8%-10%, citing a weaker h
Headlam scraps sale-and-leaseback, keeps HQ as it seeks new funding
Headlam Group has dropped plans to sell and lease back its Coleshill headquarters as it works through a strategic review and debt refinancin