FirstEnergy Corp. (NYSE:FE) is among the 10 High Growth S&P 500 Stocks to Buy Now. Scotiabank Raises its Price Target on FirstEnergy Corp. (FE) to $56 and Maintains an Outperform Rating Scotiabank on February 19, 2026, raised its price target on FirstEnergy Corp. (NYSE:FE) to $56 from $55 and maintained an Outperform rating. The firm said it remains bullish, highlighting what it described as a “massive” 30% increase to the company’s capital expenditure plan. The same day, Mizuho analyst Anthony Crowdell ...

Papa John’s International, Inc. (NASDAQ:PZZA) is included among the 13 Most Promising Long-Term Stocks to Buy According to Hedge Funds. Mizuho Cuts Papa John’s (PZZA) Target as Part of Restaurant Industry Outlook On February 20, Mizuho analyst Nick Setyan lowered the price recommendation on Papa John’s International, Inc. (NASDAQ:PZZA) to $34 from $40. He reiterated a Neutral rating on the shares. The update came as part of a broader earnings preview for companies in the restaurant sector. Earlier in Ja ...

Core Viewpoint - Salesforce Inc (NYSE:CRM) is facing significant stock price declines, with shares down 43% over the past year and 30% year-to-date, amid concerns about its performance and competition in the AI space [1]. Group 1: Company Performance - Salesforce Inc announced the acquisition of Momentum to enhance its Agentforce AI platform and Slackbot, aiming to improve customer interaction and workflow management [1]. - The Chief Product Officer of Salesforce, Steve Fisher, emphasized that the acquisition will allow for better integration of customer feedback into their services [1]. - Despite the acquisition, there are mixed sentiments regarding Salesforce's overall business performance, with some analysts expressing concerns about customer reluctance to adopt AI alternatives [1]. Group 2: Analyst Opinions - Stifel reduced its price target for Salesforce shares from $260 to $200 while maintaining a Neutral rating, citing a lack of enthusiasm among customers for AI solutions [1]. - Mizuho also lowered its price target from $340 to $280 but kept an Outperform rating, noting that Salesforce is experiencing negative sentiment due to fears surrounding AI disruption [1]. - Jim Cramer, a notable commentator, has expressed uncertainty about Salesforce's broader business performance despite positive feedback on the Agentforce platform [1][3].

RT Danny Kunwoong Park (@ParkKunwoong)ICYMI: Here's a recap of today's news from @TheBlock__ during US hours 👇💸NY-based crypto investment firm DBA raised $68M for its second venture fund🚀ProShares launched a money market ETF that holds assets that qualify as reserves for US stablecoins🏦Ethereum treasury firm SharpLink now holds 867,798 ETH, valued at $1.68 billion⏫Tokenized xStocks surpassed $25 billion in total transaction volume since launching last year🪄Polymarket acquired unified API provider Dome for a ...

Gemini stock slump may already factor in leadership exits, Mizuho says https://t.co/m3S1zX4NJ8 ...

Jonathan Ferro, Lisa Abramowicz and Annmarie Hordern speak daily with leaders and decision makers from Wall Street to Washington and beyond. No other program better positions investors and executives for the trading day. Chapters: 00:00:00 - Bloomberg Surveillance starts 00:03:45 - Max Kettner, HSBC 00:18:05 - Matthew Mish, UBS 00:31:09 - Ed Mills, Raymond James 00:42:08 - Yelena Shulyatyeva, The Conference Board 00:52:15 - Aaron Kennon, Clear Harbor Asset Management 01:07:22 - Tobin Marcus, Wolfe Research ...

More issuers are dropping Mizuho. from bond underwriting roles after the Securities and Exchange Surveillance Commission began investigating the firm following reports of suspected insider trading https://t.co/OakLGE5S1r ...

Mizuho sees BitGo upsides, calling custodian ‘military-grade’ despite 44% post-IPO slump https://t.co/0S6EAXoAuB ...

Core Viewpoint - Affirm Holdings Inc. is identified as a high-risk, high-reward growth stock, with a recent target price reduction by Mizuho to $95 from $114, while maintaining an Outperform rating, citing an unjustified selloff and two positive catalysts: a partnership with Intuit and conservative FY2026 guidance [1][2]. Group 1: Partnership with Intuit - On February 2, Affirm announced a multi-year exclusive partnership with Intuit, making Affirm the built-in pay-over-time solution in QuickBooks Payments, which provides access to millions of small and mid-market businesses with over $2 trillion in invoices annually [2]. - The integration of Affirm into QuickBooks Payments is expected to offer businesses a transparent way to provide customers with payment options while ensuring businesses receive payments upfront [2]. Group 2: Financial Performance - Affirm's Q2 FY2026 earnings report revealed a 36% year-over-year growth in gross merchandise volume, reaching $13.8 billion, and a 30% year-over-year revenue growth to $1.1 billion [2][3]. - Active consumers increased by 23% year-over-year to 25.8 million, and transactions per active customer grew by 20% year-over-year to 6.4 times [2]. Group 3: Future Revenue Guidance - For Q3 FY2026, Affirm expects revenue between $0.97 billion and $1.00 billion, indicating a year-over-year growth rate of 23.9% to 27.7% [3]. - For Q4 FY2026, the revenue guidance is set between $1.06 billion and $1.09 billion, suggesting a year-over-year growth rate of 21.0% to 24.4% [3]. Group 4: Company Overview - Affirm Holdings, Inc. operates a payment network across Canada, the United States, and internationally, offering a consumer-focused app, point-of-sale payment solutions, and merchant commerce solutions [4].

分组1: Economic Outlook and Federal Reserve - The January US jobs report indicates a stronger-than-expected labor market, leading to speculation about potential rate cuts by the Federal Reserve later in the year [1] - Economists from Bloomberg Economics expect the Fed to cut rates by 100 basis points this year, citing easing inflation as a factor [1] - CIBC Capital Markets anticipates the first rate cut in June, with two cuts expected for the year, supporting a wait-and-see approach [2] 分组2: Stock Market Implications - Lower interest rates are projected to positively impact the stock market, leading to higher trading multiples for stocks [2] - A higher stock market valuation would particularly benefit high-beta stocks, which are characterized by higher risk and potential reward [3] 分组3: Company-Specific Insights - Roblox Corporation - Roblox Corporation (NYSE:RBLX) has an upside of 46.36% and a 5-year beta of 1.63x, with 90 hedge fund holders [8] - The company reported a 69% YoY growth in daily active users and a 43% YoY increase in revenue to $1.4 billion for Q4-2025 [10] - Management guidance for 2026 indicates revenue growth of 32% to 37% in Q1 and 23% to 29% for the full year [11] 分组4: Company-Specific Insights - Affirm Holdings Inc. - Affirm Holdings Inc. (NASDAQ:AFRM) has an upside of 46.68% and a 5-year beta of 3.58x, with 60 hedge fund holders [13] - The company reported a 36% YoY growth in gross merchandise volume to $13.8 billion and a 30% YoY revenue growth to $1.1 billion for Q2 FY2026 [16] - Management expects revenue for Q3-2026 to be between $0.97 billion and $1.00 billion, indicating a YoY growth rate of 23.9%-27.7% [17]