Aura Minerals Inc. (NASDAQ:AUGO) is among the 11 Best Gold Stocks to Buy for 2026. BofA is Bullish on Aura Minerals Inc. (AUGO) On January 19, 2026, TheFly reported that BofA reaffirmed its Buy rating and lifted its price objective for Aura Minerals Inc. (NASDAQ:AUGO) from $55.50 to $70. Higher targets for the precious metals group in North America included the adjustment. According to the company, the macro factors driving up gold prices have become more intense. Furthermore, BofA anticipates solid busi ...

Group 1 - Barrick Mining Corporation is considered one of the most undervalued large-cap stocks currently, with a significant discount compared to its global peers [1] - JPMorgan initiated coverage of Barrick Mining with an Overweight rating and a price target of $68, citing strong demand for gold driven by central bank activities and US policy uncertainty [1] - Canaccord raised its price target for Barrick Mining to C$80 from C$70 while maintaining a Buy rating [2] - Bank of America increased its price target for Barrick Mining to $58 from $50, also maintaining a Buy rating, highlighting intensified macroeconomic factors affecting gold prices [3] Group 2 - Barrick Mining explores, develops, produces, and sells mineral properties, focusing on gold, copper, silver, and energy materials [4]

AGNC Investment Corp. (NASDAQ:AGNC) ranks among the most undervalued REIT stocks to buy right now. Piper Sandler raised its price target for AGNC Investment Corp. (NASDAQ:AGNC) to $11 from $11 on January 15, while keeping an Overweight rating on the company’s stock. The boost reflects narrowing agency MBS spreads, which Piper Sandler believes will benefit AGNC’s forward tangible book values. Moreover, earlier in January, AGNC Investment Corp. (NASDAQ:AGNC) announced a number of financial and structural u ...

Group 1: Fund Performance - Hotchkis & Wiley Global Value Fund outperformed the MSCI World Value Index in Q4 2025, returning 3.80% compared to 3.34% for the Index [1] - The Fund achieved a year-to-date return of 23.77%, exceeding the Index's 20.79% [1] - Positive stock selection was a key driver of the Fund's performance in both Q4 and the entire calendar year [1] Group 2: Non-US Equities - In 2025, stocks outside the US significantly outperformed those within the US, although the valuation gap remained largely unchanged [1] - The Fund maintained an overweight position in non-US equities [1] Group 3: Key Holdings - Telefonaktiebolaget LM Ericsson (publ) (NASDAQ:ERIC) was highlighted as a leading contributor to the Fund's performance [2] - Ericsson's stock closed at $10.89 per share on January 29, 2026, with a one-month return of 14.63% and a 52-week gain of 45.39% [2] - Ericsson has a market capitalization of $37.097 billion [2] Group 4: Ericsson's Business Outlook - Ericsson is a major vendor of hardware and software for wireless networks outside China, but its earnings are currently below normal due to low demand in Japan and India [3] - The company is working on turning around its Cloud Software and Services business, and its stock has shown improvement as management indicated a shift towards returning more capital to shareholders [3] - Recent results for Q3 2025 were modestly better than expected, with improvements in gross margins and the Cloud Software and Services business [3] Group 5: Market Sentiment and Competition - Ericsson is not among the 30 most popular stocks among hedge funds, with 16 hedge fund portfolios holding its stock at the end of Q3 2025, down from 17 in the previous quarter [4] - While Ericsson shows potential as an investment, certain AI stocks are perceived to offer greater upside potential with less downside risk [4]

Karman Holdings Inc. (NYSE:KRMN) is one of the new stocks on the rise. On January 28, KeyBanc analyst Michael Leshock raised the price target for Karman to $122 from $80 with an Overweight rating. This adjustment was made as part of a broader sector update. The firm pointed to a surge in momentum within the space and defense tech industries, projecting that an ideal macroeconomic environment will persist through 2026. This favorable backdrop is expected to unlock substantial growth opportunities and lead t ...

Xencor Inc. (NASDAQ:XNCR) is one of the best high short interest stocks with biggest upside potential. On January 6, Bank of America raised its price target for Xencor to $20 from $17 while maintaining a Neutral rating. This sentiment was announced by the firm as part of its broader update to its US Biopharmaceuticals coverage. The firm suggested that the biotech sector is experiencing a resurgence driven by several stabilizing factors, including a reward for positive data catalysts, increased large-cap ...

Core Viewpoint - International Paper Company (NYSE:IP) is recognized for its potential in the market, with analysts highlighting its cost-saving measures and strategic positioning in the packaging industry, aiming for significant EBITDA growth by 2027 [2][3][4]. Group 1: Analyst Ratings and Price Targets - UBS analyst Anojja Shah has reduced the price target for International Paper from $53 to $51 while maintaining a Buy rating, citing ongoing cost-saving efforts linked to mill closures [2]. - RBC Capital Markets has included International Paper in its Top 30 Global Ideas list for 2026, indicating a favorable outlook due to expected price increases from tighter containerboard capacity in North America [3]. - RBC has set a price target of $55 for International Paper, based on a blended multiple of approximately 7.75 times estimated trend EBITDA and projected 2026 EBITDA [5]. Group 2: Company Strategy and Performance - International Paper is focusing on internal efficiency initiatives, which are anticipated to drive meaningful EBITDA growth by 2027 [3]. - The company is recognized for its disciplined capital allocation strategy, emphasizing cost-cutting, reliability improvements, and investments in high-return projects [4]. - The broader transformation plan of International Paper is viewed as a potential source of additional upside for the company [4].

Core Insights - Brown & Brown, Inc. (NYSE:BRO) has been recognized as one of the 13 Best February Dividend Stocks to Buy [1] - BofA analyst Joshua Shanker has lowered the long-term earnings outlook for Brown & Brown following Q4 results, reducing the price target from $94 to $90 while maintaining a Neutral rating [2] - The company's fourth-quarter operating earnings were reported at $0.93 per share, slightly above the Street's consensus of $0.90 but below BofA's estimate of $0.96 [2] - BofA has adjusted its earnings forecasts for 2026, 2027, and 2028 down by 4.8%, 5.1%, and 5.3% respectively, citing slower expected organic growth [2] Financial Performance - Brown & Brown reported a higher adjusted profit for Q4, driven by stronger commission and fee income, although shares fell nearly 6% due to concerns over weakening organic growth [3] - Organic revenue for the quarter was $1.08 billion, a decrease from $1.11 billion in the same period last year [3] - Commissions and fees saw a significant increase of 36%, reaching $1.58 billion for the quarter, contributing to total revenue of $1.61 billion compared to $1.18 billion a year earlier [4] - Investment and other income rose to $27 million from $23 million a year earlier, while adjusted earnings increased to $0.93 per share from $0.86 a year prior [4] Company Overview - Brown & Brown, Inc. operates as an insurance broker, connecting customers with insurers across a wide range of policies, focusing on risk management and selling insurance products primarily in property, casualty, and employee benefits [5]

Core Insights - Lam Research Corporation (NASDAQ:LRCX) has experienced a significant stock rally, with a 137% increase last year and an additional 39% gain in January 2026, primarily driven by demand for CPUs that Intel is unable to produce in sufficient quantities [1] - The company is a leading provider of equipment for both CPU and memory chip manufacturing, positioning it to benefit from increased production efforts in the semiconductor industry [1] - Upcoming earnings reports from semiconductor capital equipment companies are anticipated to be strong, but the high stock valuations may lead to uncertain market reactions [1] Company Overview - Lam Research Corporation specializes in developing equipment for depositing, etching, and cleaning semiconductor materials, including systems for tungsten and copper metallization, plasma and atomic-layer deposition, dielectric and conductor etch, and wafer cleaning [2]

Group 1 - Boeing Company is impacted by government demands, particularly in defense contracts, leading to financial adjustments [1] - The company is under pressure to deliver timely results for the Pentagon, affecting its bottom line [1] - CEO Kelly Ortberg acknowledged the need for investments to support growth while ensuring on-time delivery, resulting in a charge on a tanker program [1] Group 2 - Boeing designs and builds commercial aircraft, defense systems, satellites, and space technologies, along with providing related support and service solutions [2]