Stocks
Single names, sectors, valuations and the trades behind the tape, explained in plain language.
MeiraGTx Secures $400M Royalty Deal, Avoiding Share Dilution as Stock Dips
MeiraGTx secured $400 million from Oberland Capital through a royalty financing deal that avoids issuing new shares. The stock fell 6.2% as
Morgan Stanley: Triple Net REITs Still Cheap Despite Solid First Half
Morgan Stanley says triple net REITs had a solid first half but still look cheap, trading at a 27% AFFO discount to the broader REIT industr
Morgan Stanley: Auto Insurers Likely Profitable Through 2027, Then Risks Rise
Morgan Stanley says US auto insurers can keep underwriting profits through 2026 and into 2027, thanks to tort reform and slower repair-cost
Morgan Stanley: Biopharma Outperformance Now Hinges on Company Results, Not Rates
Biopharma stocks have quietly outperformed the broader market this year, but Morgan Stanley warns that the next leg of gains will depend on
Morgan Stanley Forecasts Stronger Q2 for Rollins as Weather Improves and Pest Season Peaks
Morgan Stanley says pest-control company Rollins is set for a stronger second quarter. The bank expects organic growth to rise to 7.2% and m
Morgan Stanley: Honeywell Aerospace's Reusable R&D Model Drives High Margins
Morgan Stanley says Honeywell Aerospace's reusable R&D approach keeps margins high even with modest growth. A potential standalone structure
Metallis Resources Begins 2026 Drilling Prep at Idaho's Greyhound Project
Metallis Resources has kicked off its 2026 field season at Idaho's Greyhound Project, with crews reopening access and rechecking drill pads
Medical Properties Trust Cuts Infracore Stake as Swiss Hospital Landlord Goes Public at 54 Francs
Medical Properties Trust is trimming its stake in Swiss hospital landlord Infracore as the company goes public on the SIX Swiss Exchange at
Ivanhoe Mines Plans Copper Output Rebound at Kamoa-Kakula in H2 2026
Ivanhoe Mines says copper production at its Kamoa-Kakula complex will rebound in the second half of 2026. Higher mining rates and up to 10,0
Berenberg Boosts Scout24 Price Target on AI Growth Potential Amid Weak German Housing Market
Berenberg lifted its 12-month price target on Scout24 to EUR 140 from EUR 100, betting that AI tools can sustain growth despite a weak Germa
Valhalla Metals Simplifies Voting by Eliminating Dual-Class Share Structure
Valhalla Metals is scrapping its dual-class share structure, rolling all shares into a single class of common stock. The move simplifies vot
Berenberg Lifts ASR Nederland Target to €81, Sees €2 Billion War Chest for Deals
Berenberg raised its price target on ASR Nederland to €81 after the insurer's €185 million Bovemij buy. The bank sees a Solvency II review f