Single names, sectors, valuations and the trades behind the tape, explained in plain language.

RBC Capital Markets raised its price target on V2X to $88 after the defense contractor's second-quarter update, which showed 98% revenue vis

SK Hynix's US-listed shares jumped 5% after at least six brokerages initiated coverage with bullish ratings. Analysts point to the company's

Prologis, the world's largest listed logistics REIT, has agreed to buy UK warehouse owner Segro for up to £14.3 billion. The deal is part of

Berenberg lowered its price target for Sobi to SEK560 from SEK575, highlighting three key risks: Doptelet erosion, Roche's next-gen hemophil

RBC Capital Markets lowered its 2026 organic growth forecast for EssilorLuxottica to 8.8% from 10.5% after a small Q2 revenue miss. The bank

Berenberg raised its Ageas price target after the Belgian insurer agreed to sell its 30.95% stake in Malaysia's Maybank Ageas for €1.1 billi
Berenberg upgraded BE Semiconductor to Buy after the stock fell 37% since June 22, keeping a 240-euro price target. The bank sees a better e

Palantir jumped 17% and On Semiconductor gained 7.5% after strong forecasts, lifting Nasdaq futures. Investors are watching whether heavy AI

India's biggest insurer, LIC, dropped after the government said it will sell up to 6.5% of the company at a discount. The sale could boost p

Toyota raised its full-year profit forecast and announced a 1 trillion yen buyback, but shares slipped 2.3% after quarterly profit fell shor

BBVA completed another share buyback tranche, Morgan Stanley is selling a 3% Acciona stake, and reports flagged ACS hospital contracts and a

Alibaba's new AI model could intensify competition for US tech giants, and AstraZeneca and Bristol Myers Squibb are reportedly exploring a m