Publicis vs. Trade Desk — A Temporary Tug-of-War Over Fees? Needham Bets Yes
Needham reaffirms Buy rating and $32 target on TTD despite Publicis dispute. Analysts see short-lived power struggle; stock selloff already prices in risks.
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BofA Downgrades Mosaic to Neutral: Iran Conflict Delays Phosphate Profit Boom
BofA downgrades Mosaic from Buy to Neutral, citing delayed phosphate margins due to inflationary pressures on sulfur and ammonia from the Iran conflict.
Energy Crisis déjà vu? Jefferies Bets on SolarEdge Europe Surge Again
Jefferies upgrades SolarEdge from Underperform to Hold, raises PT to $49 from $30 as Middle East conflict boosts Europe energy prices and solar demand outlook.
Arm's AI Server Breakthrough: HSBC Double-Upgrades Stock to Buy, Targets $205 Amid Royalty Boom
HSBC double-upgrades Arm to Buy from Reduce, raising its price target to $205 from $90, citing an undervalued AI server CPU shift and potential royalty doubling as key drivers behind the bullish call.
York Space Systems Shares Surge as Revenue Jumps 52% and Losses Narrow – Strong 2026 Outlook Ahead
York Space Systems reported 52% revenue growth to $386.2M in 2025 and narrowed its net loss. Shares climbed after beating estimates. Strong 2026 outlook: $545M–$595M revenue guided from $543M backlog.
Planet Labs Shares Soar After Record Revenue Beat and Massive $900 Million Backlog
Planet Labs shares jumped nearly 20% after beating Q4 revenue forecasts and issuing strong FY2027 guidance backed by a massive $900 million backlog.