Citi Turns Bullish on Marvell Ahead of CES
Citi sees Marvell’s post-earnings dip as a buying chance, driven by AI data centers and strong growth outlook for 2026–2027.
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Jefferies Starts Coverage on BlackSky With Buy Rating
Jefferies initiated coverage of BlackSky with a Buy rating and a $23 price target, citing strong growth potential from its space-based imagery business and new satellite constellation.
T1 Energy & Treaty Oak Sign 900MW Solar Manufacturing Deal
T1 Energy signs 3-year deal with Treaty Oak to supply 900MW of domestically-produced solar modules from its new Texas manufacturing facility.
Honeywell Slashes Outlook Amid Spin-Off and Legal Troubles
Honeywell restructures into 4 segments, excludes Advanced Materials from operations, and revises 2025 guidance to $37.5-37.7B sales.
Wells Fargo Starts Coverage on Arcellx with Bullish Outlook
Wells Fargo initiates coverage of Arcellx with an Overweight rating and a $100 price target, citing strong potential for its CAR-T therapy anito-cel in multiple myeloma.
Jefferies Backs Relmada, BTIG Turns Bullish on Invivyd
Jefferies and BTIG start coverage on Relmada and Invivyd with Buy ratings, citing pipeline shifts, strong assets, and large market potential.