Argus Turns Cautious on Duolingo: User Growth Push May Slow Revenue in 2026
Argus downgrades Duolingo stock from Buy to Hold, citing pressure on revenue from focus on daily user growth via chess, math, and music expansions.
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TD Cowen Turns Bullish on Grail: Upgrade to Buy After 60% Plunge Creates Bargain Entry
TD Cowen upgrades Grail to Buy from Hold with $65 target after 60% selloff. Analyst sees attractive entry in multi-cancer detection despite NHS study miss.
Macy’s Q4 Earnings Beat Expectations as Tariff Hit Eases in H2 – Shares Jump
Macy’s exceeded its Q4 and full-year 2025 guidance, with comparable sales up 1.8% and record holiday performance at Bloomingdale’s. Shares jumped as tariff pressures are expected to ease in the second half of 2026.
Arcturus Therapeutics Stands Out in mRNA Space – B. Riley Initiates Buy with $22 Price Target
B. Riley starts coverage on Arcturus Therapeutics with Buy, praising its standout lipid-enabled mRNA platform for cystic fibrosis (ARCT-032) and OTC deficiency (ARCT-810) programs.
Block Reborn as Neobank? Upgrades from Truist and Rothschild Signal Renewed Confidence Post-Layoffs
Truist upgrades Block to Buy with $77 target after 40% workforce cut & AI savings. Rothschild lifts to Neutral, citing Cash App Borrow growth & neobank valuation—mixed views on loan risks.
New Fortress Energy to Separate Brazil Operations in Landmark Debt-Cutting Restructuring
New Fortress Energy will separate its Brazilian operations into standalone BrazilCo as part of a UK restructuring plan slashing debt from $5.7B to $528M. New NFE emerges leaner; deal closes mid-2026.