Workflow
AI stocks
icon
Search documents
B. Riley is Bullish on Century Aluminum Company (CENX)
Yahoo Finance· 2026-02-21 11:02
Core Viewpoint - Century Aluminum Company (NASDAQ:CENX) is experiencing positive momentum with increased price targets from analysts and strategic developments aimed at enhancing production capacity and job creation [1][2][3]. Group 1: Analyst Ratings and Price Targets - B. Riley raised Century Aluminum's price target to $64 from $37 while maintaining a Buy rating, citing the sale of the Hawesville facility as a mutually beneficial transaction potentially worth over $300 million [1]. - Wells Fargo increased the price target to $61 from $46, retaining an Overweight rating, and highlighted a healthy outlook for copper and aluminum markets in 2026 due to limited new supply and ongoing 50% US tariffs on imported steel and aluminum [2]. Group 2: Strategic Developments - Century Aluminum and Emirates Global Aluminium have engaged Bechtel for preliminary engineering on a new aluminum facility in Inola, Oklahoma, aimed at boosting US primary aluminum production, with plans to create 1,000 permanent jobs and 4,000 construction jobs by the end of 2026 [3]. Group 3: Company Overview - Century Aluminum Company produces aluminum and operates reduction plants in the United States and Iceland, offering a range of products including standard ingots, T-ingots, extrusion billets, and more [5].
TD Cowen is Bullish on Adaptive Biotechnologies Corporation (ADPT)
Yahoo Finance· 2026-02-21 11:01
Adaptive Biotechnologies Corporation (NASDAQ:ADPT) is among the Most Volatile Stocks. On February 6, 2026, TD Cowen upgraded Adaptive Biotechnologies Corporation (NASDAQ:ADPT)’s price target to $21 from $20 while keeping a Buy rating, citing a Q4 beat and an improved outlook. TD Cowen said that community adoption, new indications, pharma guidelines, EMR integrations, and a shift to blood-based testing were major driving factors. On February 6, 2026, BTIG maintained a Buy rating on Adaptive Biotechnologi ...
Eli Lilly (LLY) Expands Pipeline with Clazakizumab Agreement, Reuters Reports
Yahoo Finance· 2026-02-20 23:34
Eli Lilly and Company (NYSE:LLY) is included among the 16 Best Dividend Stocks with Rising Payouts. Eli Lilly (LLY) Expands Pipeline with Clazakizumab Agreement, Reuters Reports According to a Reuters report on February 18, Australia’s CSL said it had granted Eli Lilly and Company (NYSE:LLY) certain rights to develop and commercialize clazakizumab, an anti-interleukin-6 monoclonal antibody. In return, CSL will receive an upfront payment of $100 million. CSL will keep exclusive rights to develop and comme ...
Deutsche Bank Upgrades Merck (MRK) to Buy, Sees “Clear Path” Beyond Keytruda Patent Cliff
Yahoo Finance· 2026-02-20 23:31
Core Viewpoint - Merck & Co., Inc. is seen as undervalued by the market due to concerns over the upcoming patent expiration of Keytruda, but analysts believe there is a clear path for the company to manage this transition and continue to grow [2][3]. Group 1: Analyst Upgrades and Price Target - Deutsche Bank analyst James Shin upgraded Merck from Hold to Buy and raised the price target from $115 to $150, indicating confidence in the company's future despite patent concerns [2]. - The analyst's note suggests that the market is not fully recognizing Merck's potential growth drivers beyond Keytruda [2]. Group 2: Financial Forecasts and Challenges - Merck expects 2026 revenue to be between $65.5 billion and $67.0 billion, which is below the average analyst estimate of $67.6 billion [3]. - The company anticipates a $2.5 billion headwind in 2023 due to generic competition, Medicare price negotiations, and reduced sales of its COVID-19 treatment, Lagevrio [3]. - CEO Rob Davis highlighted that legacy products, particularly Januvia and related treatments, may underperform compared to analyst expectations due to their impending patent expirations [3]. Group 3: Company Overview - Merck operates as a global healthcare company, focusing on prescription medicines, biologic therapies, vaccines, and animal health products, with a significant emphasis on human health treatments [4].
Manuela Buxo To Become Head of Sanofi’s (SNY) Specialty Care Global Business Unit
Yahoo Finance· 2026-02-20 20:13
Sanofi (NASDAQ:SNY) is one of the Best Dip Stocks to Buy According to Hedge Funds. On February 17, Sanofi (NASDAQ:SNY) announced Manuela Buxo will replace Brian Foard as the Head of its Specialty Care Global Business Unit. Brian Foard, after serving for nearly 9 years, is leaving on February 28 to take on a leadership role elsewhere. ​Manuela Buxo will take over as the Head of Specialty Care Unit on March 1, 2026. She is currently the head of Sanofi’s (NASDAQ:SNY) Global Immunology Alliance Franchise. Fo ...
Enphase Energy (ENPH) – Among the Energy Stocks that Lost This Week
Yahoo Finance· 2026-02-20 16:30
Core Insights - Enphase Energy, Inc. (NASDAQ:ENPH) experienced a share price decline of 4.54% from February 11 to February 18, 2026, ranking among the energy stocks that lost the most during that week [1][8] Company Performance - Enphase Energy is a global energy management technology company that specializes in residential and commercial solar plus storage solutions [2] - The company reported a significant increase in share price, rising over 41% earlier in the month following strong Q4 2025 results, with an adjusted EPS of $0.71, exceeding expectations by $0.13, and revenue of $342.3 million, surpassing estimates by over $3 million [3] - For Q1 2026, Enphase is targeting revenue between $270 million and $300 million, which is above the consensus estimate of $263.2 million, and forecasts shipments of 100-120 MWh of IQ batteries with an adjusted gross margin of 42%-45% [4] Analyst Sentiment - Following the Q4 report, Enphase received positive attention from analysts, with multiple firms including Roth Capital, TD Cowen, and Goldman Sachs raising their price targets, and upgrades from RBC Capital and BMO Capital [5]
Core Natural Resources (CNR) Reports Mixed Results for Q4 2025
Yahoo Finance· 2026-02-20 16:30
The share price of Core Natural Resources, Inc. (NYSE:CNR) fell by 4% between February 11 and February 18, 2026, putting it among the Energy Stocks that Lost the Most This Week. Core Natural Resources (CNR) Reports Mixed Results for Q4 2025 Copyright: vyacheslavsvetlichnyy / 123RF Stock Photo Core Natural Resources, Inc. (NYSE:CNR) is a world-class producer and exporter of high-quality, low-cost coals, including metallurgical and high calorific value thermal coals. Core Natural Resources, Inc. (NYSE:CN ...
Energy Vault Holdings (NRGV) Plunged by Over 24% This Week. Here is Why
Yahoo Finance· 2026-02-20 16:30
The share price of Energy Vault Holdings, Inc. (NYSE:NRGV) fell by 24.38% between February 11 and February 18, 2026, putting it among the Energy Stocks that Lost the Most This Week. Energy Vault Holdings (NRGV) Plunged by Over 24% This Week. Here is Why Energy Vault Holdings, Inc. (NYSE:NRGV) develops and deploys utility-scale energy storage solutions in the United States, Australia, and internationally. Energy Vault Holdings, Inc. (NYSE:NRGV) plummeted on February 12 after the company announced a $140 ...
Freedom Capital Raises Stellantis N.V. (STLA) to Buy from Hold
Yahoo Finance· 2026-02-20 16:04
Stellantis N.V. (NYSE:STLA) is among the Goldman Sachs EV and Battery Stocks. On February 10, 2026, Freedom Capital analyst Dmitriy Pozdnyakov raised Stellantis N.V. (NYSE:STLA) to Buy from Hold and issued a $9 price target, down from $11.30. The firm released preliminary results showing a sequential rise in auto deliveries. Management announced a strategic shift in response to lower-than-expected EV demand. The firm decreased its projections for 2026-27, even though it still expects a sales revival and m ...
What Makes Rollins (ROL) Conestoga Capital Advisors’ Core Holding
Yahoo Finance· 2026-02-20 14:22
Group 1: Company Performance - Conestoga Capital Advisors reported that Rollins, Inc. (NYSE:ROL) stock closed at $60.92 per share on February 19, 2026, with a one-month return of -3.16% and a 52-week gain of 18.78% [2] - Rollins, Inc. achieved record revenue of $3.8 billion in 2025, reflecting an 11% year-over-year increase [4] - The company demonstrated organic growth of 7.2%, driven by commercial organic growth of 8.4%, and reported strong incremental margins of 35% [3] Group 2: Investment Insights - Rollins, Inc. is characterized as a premier global consumer and commercial services company, providing essential pest control services through brands like Orkin, and remains a core holding due to its defensive characteristics and ability to compound earnings through various economic cycles [3] - Despite the potential of Rollins, Inc. as an investment, the company is not among the 30 most popular stocks among hedge funds, with 48 hedge fund portfolios holding its shares at the end of Q3 2025, up from 42 in the previous quarter [4] - Conestoga Capital Advisors noted that certain AI stocks may offer greater upside potential and carry less downside risk compared to Rollins, Inc. [4]