Scotiabank Downgrades AST SpaceMobile After Share Price Surge
Scotiabank cut AST SpaceMobile to Underperform, warning the stock price has risen to irrational levels and cash flows may not arrive until 2028–2029.
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MSCI Keeps Crypto Treasury Companies in Indexes for Now
MSCI postpones plan to exclude digital asset treasury companies like Strategy from its indexes, launching broader review of non-operating firms while maintaining current treatment.
Deckers Outdoor Stock Downgraded as Analysts Warn on Discount Strategy
Piper Sandler and Baird downgrade Deckers Outdoor stock, citing heavy discounting at Hoka and Ugg and concerns about long-term brand health.
Jefferies Turns Cautious on First Solar on 2026 Visibility Concerns
Jefferies cut First Solar to Hold from Buy, lowered its price target, and raised concerns about 2026 visibility, strategy, and limited upside for the stock.
Mobileye Acquires Mentee Robotics for $900M to Lead Physical AI Revolution
Mobileye purchases humanoid robotics startup Mentee for $900M, combining self-driving car technology with advanced robots for factories and warehouses.
TD Cowen Cuts Roblox Price Target to $70 Amid Slower User Activity
TD Cowen lowers Roblox price target to $70, citing slower December bookings and declining engagement on top games.