Mon, Sep 14, 2026 - Page 25
4906 indexed SquawkNews stories from this UTC day. Showing 2881-3000.
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Ionis rides 2026 FDA approvals as analysts cut price targets
Ionis Pharmaceuticals says 2026 FDA approvals and launch momentum will drive growth, while analysts trimmed price targets cited as Morgan Stanley, Barclays, Goldman Sachs, BMO and Canaccord.
EQUITY | Sep 14, 2026, 11:24 AM UTC
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B. Riley initiates Neuronetics coverage with $5 Buy
B. Riley initiated coverage of Neuronetics, Inc. (NASDAQ:STIM) with a Buy rating and a $5 target, while the company plans to integrate TrakStar with AdvancedMD to unify NeuroStar TMS documentation, authorizations and bil
EQUITY | Sep 14, 2026, 11:24 AM UTC
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Williams Companies raises $2.75B to refinance debt and fund capex
Williams Companies (WMB) raised $2.75B via four senior notes to refinance short-term debt and fund capex while closing its $5.5B Momentum Midstream deal adding about 6 Bcf/d of Haynesville capacity.
ENERGY | Sep 14, 2026, 11:24 AM UTC
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Mirum appoints Dr. Rob Myers as chief medical officer
Mirum Pharmaceuticals appointed Dr. Rob Myers as CMO as it prepares pivotal clinical readouts and regulatory filings next year for HDV, FOP and cholestatic pruritus, while expanding its rare-disease pipeline and applying
EQUITY | Sep 14, 2026, 11:24 AM UTC
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KKR recap: $2.1B leveraged loan, €528M Realty JV stake
KKR arranged a $2.1B leveraged loan for the Integer takeover, agreed to invest €528M for a 49% stake in a European net-lease JV with Realty Income, sold a 19.9% stake in First Gen for ~₱25.77B, and named Marco Nespolo to
EQUITY | Sep 14, 2026, 11:24 AM UTC
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UBS boosts debt tender capacity to $4B
UBS Group AG lifted its debt tender capacity to $4B and set withdrawal terms, while reshaping its balance sheet and distribution plans including changes to Treasury positioning and wealth-advisory efforts.
RATES | Sep 14, 2026, 11:24 AM UTC
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Worthington Steel completes takeover of Kloeckner, to report Q1 2027
Worthington Steel, Inc. completed a voluntary takeover of Kloeckner & Co SE via Worthington Steel GmbH and delisted Kloeckner from Frankfurt. The company will report fiscal Q1 2027 results after the close on Oct. 6, 2026
EQUITY | Sep 14, 2026, 11:24 AM UTC
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Morgan Stanley initiates PDF Solutions with Overweight rating
Morgan Stanley started coverage of PDF Solutions, Inc. with an Overweight rating and a $62 target as the company rolls out Exensio Aurora, entering beta in Sept 2026.
EQUITY | Sep 14, 2026, 11:24 AM UTC
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Fortune Brands Innovations names Peter Clifford CFO
Fortune Brands Innovations named Peter Clifford EVP and CFO effective Sept 21, 2026, with Ashley George returning as Senior VP — Finance the same day. Wells Fargo cut its FBIN price target to $48 from $52.
EQUITY | Sep 14, 2026, 11:24 AM UTC
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Energy Transfer to shift units to Texas exchange Oct. 5
Energy Transfer LP plans to move its common units and Series I preferred (ETprI) from the NYSE to the Texas Stock Exchange after Oct. 2, while reporting H1 revenue of $62.1B and $2.53B net income and trimming debt.
EQUITY | Sep 14, 2026, 11:24 AM UTC
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Weekly Recap: AUM $2,562.1B (+4.7%) and Evercore raises IVZ target to $37
Invesco Ltd. (NYSE:IVZ) reported preliminary AUM of $2,562.1B as of Aug 31, 2026, up 4.7% MoM driven by $27.6B net long-term and $35.8B money market inflows plus $49.0B market gains and $2.7B FX benefit; Evercore kept IV
FX | Sep 14, 2026, 11:24 AM UTC
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Marathon Petroleum shares hit record on quarterly profit gain
Marathon Petroleum (NYSE: MPC) rose to record highs after a sharp quarterly profit gain, with traders citing stronger refining margins, tighter diesel supply and constrained global capacity, while it works to restart its
EQUITY | Sep 14, 2026, 11:24 AM UTC
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WaFd to pursue reverse merger with EverBank Financial
WaFd, Inc. said it will pursue a reverse merger with EverBank Financial to form a roughly $75 billion regional bank, including hiring Brent J. Beardall and a continuity payment to Kim E. Robison; DA Davidson trimmed WAFD
MNA | Sep 14, 2026, 11:24 AM UTC
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RingCentral AI connectors recap highlights AI-driven ARR push
A weekly recap says RingCentral is embedding AI across products, including a ChatGPT plugin and MCP connectors for Claude, to monetize SMB adoption and expand AI-related revenue and margins.
EQUITY | Sep 14, 2026, 11:24 AM UTC
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United Therapeutics launches 14 product plans; starts $477.6M buyback
United Therapeutics says it is pursuing 14 new product launches and has begun a $477.6M accelerated share repurchase via Citibank, started Sept 8.
EQUITY | Sep 14, 2026, 11:24 AM UTC
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Citi Trends Q2 sales rise; net loss reported
Citi Trends reported Q2 2026 sales of $211.63M and swung to a $0.931M net loss (EPS -$0.11) from prior-year income, and said CFO Heather Plutino will step down for personal reasons while helping during the successor sear
EQUITY | Sep 14, 2026, 11:24 AM UTC
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Tempus AI rolls out 1M-genome dataset and gets Neutral coverage
Tempus AI says it is rolling out a genomic dataset scaling to 1M genomes, including an initial 100k tranche via an Early Adopter Program. Three brokerages initiated Neutral coverage with price targets reported as near…
EQUITY | Sep 14, 2026, 11:24 AM UTC
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RTX secures EU approval for used turboprop parts
RTX received EU approval easing limits on used Pratt & Whitney Canada turboprop parts. The company also signed a development and equity deal with Xcimer Energy for a portable pulsed UV laser.
EQUITY | Sep 14, 2026, 11:24 AM UTC
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SL Green Realty agrees to sell 110 Greene St for $226M
SL Green Realty Corp. agreed to sell 110 Greene Street in SoHo to Natora Group for $226M, with closing expected in Q4; Barclays raised its SLG price target to $54 from $52 and kept an Equal-Weight rating.
MNA | Sep 14, 2026, 11:24 AM UTC
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Verastem to present VS-7375 TARGET-D data on Oct 14
Verastem says it will unveil initial efficacy and updated safety data for oral KRAS G12D inhibitor VS-7375 from the TARGET-D trial across pancreatic, lung and colorectal cancers on Oct 14, 2026; BTIG reiterates a $18.00
EQUITY | Sep 14, 2026, 11:24 AM UTC
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MicroStrategy sold about 7,000 BTC and built cash
Strategy Inc Class A (MSTR) reportedly sold ~7,000 BTC at $60k–$65k, paused purchases for ~10 weeks, cut net debt to zero, and built ~$7B cash before buying 4,603 BTC at an average $80,318 from Aug 24–30.
CRYPTO | Sep 14, 2026, 11:24 AM UTC
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Omada Health raises margin targets; Barclays lifts price target
Omada Health raised long-term targets, including gross margin to 80% and adjusted EBITDA margin to 30%. Barclays maintained an Overweight rating and lifted its price target to $27.
EARNINGS | Sep 14, 2026, 11:24 AM UTC
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Truist raises Park Hotels & Resorts PT to $17
Truist lifted its price target on Park Hotels & Resorts (NYSE:PK) to $17 from $13, keeping a Hold rating, while the company is set to report Q3 2026 results after the Nov. 4 close.
EQUITY | Sep 14, 2026, 11:24 AM UTC
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Morgan Stanley cuts Zions Bancorporation to Underweight
Morgan Stanley downgraded Zions Bancorporation NA (NASDAQ: ZIONP) to Underweight, citing softer sell-side sentiment. The bank also reshuffled its finance leadership roles.
EQUITY | Sep 14, 2026, 11:24 AM UTC
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Essential Properties Realty Trust declares $0.32 quarterly dividend
Essential Properties Realty Trust declared a $0.32 quarterly dividend payable Oct. 14, 2026, to holders of record Sep. 30, 2026.
EQUITY | Sep 14, 2026, 11:24 AM UTC
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ViaSat files pleadings vs SpaceX over Ka-band coordination
ViaSat said it filed regulatory pleadings against SpaceX over proposed Ka-band spectrum coordination procedures for ViaSat-3 F2, arguing they risk interference; it also notes a separate partnership with Space42 tied to a
REGULATION | Sep 14, 2026, 11:24 AM UTC
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Piper Sandler initiates Jack Henry Neutral rating, $171 target
Piper Sandler started coverage of Jack Henry & Associates (JKHY) with a Neutral rating and a $171 price target, citing digital banking expansion including Splitit integration and Trust Stamp DMV ID checks.
EQUITY | Sep 14, 2026, 11:24 AM UTC
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DigitalBridge joins to buy VodafoneZiggo passive towers
DigitalBridge Group (NYSE:DBRG) is joining a consortium to acquire VodafoneZiggo’s passive mobile towers for a Belgium–Netherlands platform anchored by VodafoneZiggo and Telenet, and it is also expanding in Japan via Nip
MNA | Sep 14, 2026, 11:23 AM UTC
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FedEx targets $6B FCF and double-digit EPS growth by 2029
FedEx says it aims to reach $6B free cash flow and double-digit EPS growth by 2029 while rolling out Global Trade Navigator digital tools. JPMorgan cut its 12-month price target to $400 but kept an Overweight rating.
EARNINGS | Sep 14, 2026, 11:23 AM UTC
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Walmart recap covers $2.9B tariff refund, Vizio CTV integration
A weekly recap says Walmart is using a $2.9B tariff refund for price cuts and tighter apparel assortments, while integrating Vizio’s CTV ad platform and rolling out Papa John’s delivery to support traffic and measurement
EQUITY | Sep 14, 2026, 11:23 AM UTC
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Northrop Grumman recap: F/A-XX bid, $4.8B CIRCM Army award
Northrop Grumman is described as competing for the Navy F/A-XX and winning a $4.8B CIRCM Army contract, while integrating MagNav into Lumberjack UAS; a UBS price-target increase to $704 is also cited.
EQUITY | Sep 14, 2026, 11:23 AM UTC
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Travere Therapeutics recap cites FILSPARI growth and $489M cash
Travere Therapeutics said FILSPARI adoption is driving growth in IgA nephropathy and FSGS, while it advances pegtibatinase and civorebrutinib. The company also reported roughly $489M cash and granted 56,220 RSUs to 16 ne
EQUITY | Sep 14, 2026, 11:23 AM UTC
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Disc Medicine reports RESTORE-PV Phase 2 results
Disc Medicine (IRON) reported Phase 2 RESTORE-PV DISC-3405 results, including a decline in mean phlebotomies and a share of patients phlebotomy-free at 26 weeks. Wedbush kept its $100 price target and unchanged stance.
EARNINGS | Sep 14, 2026, 11:23 AM UTC
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Lyft names Michael Brous CFO effective Sept. 28, 2026
Lyft appointed Michael Brous as CFO effective Sept. 28, 2026, with Erin Brewer advising through Dec. 15. The company also rolled out Waymo autonomous rides in Nashville via the Lyft app and reiterated Q3 guidance.
EQUITY | Sep 14, 2026, 11:23 AM UTC
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Robinhood Markets recap: user growth and Prediction Markets deals
The recap says Robinhood Markets reported user and asset growth, closed the Bitstamp buy, and struck deals with OG.com/Crypto.com to run Prediction Markets, while also clarifying tokenized-stock mechanics and citing ongo
EQUITY | Sep 14, 2026, 11:23 AM UTC
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Palantir Q2 revenue rose 93% to $1.94B
Palantir reported Q2 revenue of $1.94B, up 93% year over year, citing increased enterprise demand for its AI software. The company also referenced a partnership with NVIDIA to deploy Nemotron in Palantir Foundry.
EQUITY | Sep 14, 2026, 11:23 AM UTC
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American Airlines analysts cut targets amid oil-fuel pressure
American Airlines Group faces near-term pressure as analysts cut price targets while the company locked in a non-refundable deposit for 20 Boom Supersonic Overture jets, contingent on safety and performance milestones.
EQUITY | Sep 14, 2026, 11:23 AM UTC
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Lovesac issues fiscal 2027 guidance; DA Davidson cuts target to $18
Lovesac (LOVE) provided fiscal 2027 guidance with ranges for sales, net income, adjusted EBITDA and EPS, and forecast Q3 sales, net loss and adjusted EBITDA loss. DA Davidson reduced its price target on LOVE from $20 to
EARNINGS | Sep 14, 2026, 11:23 AM UTC
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Vishay expands lineup with 11 kW TVS, 16-bit encoder
Vishay Intertechnology expanded its power and sensing lineup with the XFD11KxxCA bidirectional TVS rated for up to 11 kW pulses and a RAIK045I 45mm absolute 16-bit SPI encoder with a hollow-shaft design.
EQUITY | Sep 14, 2026, 11:23 AM UTC
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Exelixis weekly recap cites CABO sales and FDA review delay
The weekly recap says Exelixis’ CABO sales rose in RCC and NET, exclusivity extends to 2031, and the FDA pushed a colorectal combo review to March 3, 2027. It also says Exelixis paid $2.0M to Adagene for SAFEbody ADC pro
EQUITY | Sep 14, 2026, 11:23 AM UTC
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PDS Biotechnology secures up to $22.55M PIPE financing
PDS Biotechnology Corp. secured a Nant Capital-led PIPE totaling up to $22.55M, with an initial close of about $11.55M and an $11M milestone tied to FDA Phase 3 protocol filing.
MNA | Sep 14, 2026, 11:23 AM UTC
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Exxon reports $14.5B Q2 net income and $17.2B FCF
Exxon Mobil reported Q2 net income of $14.5B and free cash flow of $17.2B, along with strong upstream profit, and discussed raising LNG and free-cash-flow guidance and accelerating Guyana recoveries.
EARNINGS | Sep 14, 2026, 11:23 AM UTC
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Editas Medicine schedules 2026 EDIT-401 dosing and appoints CMO
Editas Medicine said it plans a 2026 start for EDIT-401 dosing in HeFH, with initial safety readout expected in early 2027, and named Daniel Ory, M.D. as CMO while awarding inducement options for up to 950,000 shares.
EQUITY | Sep 14, 2026, 11:23 AM UTC
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Horizon Technology Finance extends securitization to 2035
Horizon Technology Finance extended a legal final payment date to Dec. 10, 2035 via a securitization restructure with U.S. Bank Trust and its RoHo JV arranged a $20M senior credit facility to fund NeoVolta’s U.S. battery
RATES | Sep 14, 2026, 11:23 AM UTC
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Johnson & Johnson explores sale/spin of DePuy Synthes unit
Johnson & Johnson is exploring a near-term sale or spin-off of its DePuy Synthes hips and knees unit for about $20B, while advancing several business updates mentioned in the recap.
EQUITY | Sep 14, 2026, 11:23 AM UTC
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BETR board urges shareholders to reject Vishal Garg bid
Better Home & Finance Holding Company Class A is in an ongoing proxy fight, with the board urging shareholders to reject Vishal Garg’s bid to oust five directors.
MNA | Sep 14, 2026, 11:23 AM UTC
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Philip Morris raises 2026 EPS targets and expands Zyn pouches
Philip Morris International lifted 2026 adjusted EPS guidance to $8.35–$8.50 and flagged accelerating smoke-free growth, with Q3 adjusted EPS targets of $2.29–$2.34, while expanding Zyn pouch offerings including Zyn Ultr
EARNINGS | Sep 14, 2026, 11:23 AM UTC
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Bally's secures $560M financing for Bronx development
Bally's said it obtained $560M in financing from WhiteHawk Capital, including $400M term loans and a $160M delayed draw, and will hold a Sept. 14, 2026 noon ET call on its Chicago project.
EQUITY | Sep 14, 2026, 11:23 AM UTC
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CVD Equipment ended Q2 2026 with $23.5M cash; CEO departs
CVD Equipment Corporation reported $23.5M cash with no debt at end of Q2 2026. CEO Emmanuel Lakios departed by mutual agreement and Warren Cheesman was named acting CEO effective Sept. 3.
EQUITY | Sep 14, 2026, 11:23 AM UTC
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Corning shares jump on Verizon fiber deal and $20B run rate
Corning Inc (GLW) reported strong Q3 momentum, targeting an annualized $20B run rate, alongside a $2.0B at-the-market (ATM) equity program and a multi-billion Verizon fiber deal for 2027–2032.
EQUITY | Sep 14, 2026, 11:23 AM UTC
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Upstart pivots to secured lending; Loop Capital sets $34 Hold
Upstart halted its auto-refinance push and shifted focus to secured lending in auto loans and HELOCs. Loop Capital initiated coverage with a Hold rating and a $34 price target.
EQUITY | Sep 14, 2026, 11:23 AM UTC
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Compass Pathways reports 1-year Phase 3 COMP005 results
Sponsored ADR (NASDAQ:CMPS) says its Phase 3 COMP005 Part C showed a 1-year mean 13-point MADRS drop with 40–45% ≥50% response and ~30% remission, and safety consistent with prior phases; it will present HEOR TRD/MDD rea
EQUITY | Sep 14, 2026, 11:23 AM UTC
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Digital Realty reports $307M annualized bookings
Digital Realty Trust posted record Q2 small-deployment bookings adding $307M annualized GAAP base rent, lifting backlog to $1.9B and raising its full-year core FFO/share guide. It also formed a JV with Rönesans to build
EARNINGS | Sep 14, 2026, 11:23 AM UTC
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Evercore trims T. Rowe Price target to $113
Evercore cut its price target for T. Rowe Price Group to $113 from $118 while keeping estimates unchanged, alongside T. Rowe Price’s deployment of Anthropic’s Claude and Claude Code with human oversight.
EQUITY | Sep 14, 2026, 11:23 AM UTC
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MSA Safety highlights Accelerate results, launches A1X WinGrip anchor
MSA Safety said its Accelerate strategy drove strong results and growth, and it introduced the A1X WinGrip vacuum anchor for aircraft maintenance. The company describes the A1X WinGrip as a 7 kg, 350 mm vacuum anchor wit
EQUITY | Sep 14, 2026, 11:23 AM UTC
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Joby files resale prospectus for 2.42M Strata Critical shares
Joby Aviation filed a resale prospectus for up to 2.42M shares issued to Strata Critical under its Blade Air Mobility deal, and named Sergey Novikov as Principal Accounting Officer effective Sept. 2, 2026.
EQUITY | Sep 14, 2026, 11:23 AM UTC
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UnitedHealth sells Optum Health Florida WellMed stake to TPG
UnitedHealth Group sold a stake in its Optum Health Florida WellMed business to TPG, alongside plans to direct part of 2026 profits to ACA members and pursue clinic expansion.
EQUITY | Sep 14, 2026, 11:23 AM UTC
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Hut 8 books 949 MW AI data center contracts
Hut 8 Corp. secured 949 MW of AI data center capacity via base-term contracts and project financing for River Bend and Beacon Point, reactivating Drumheller and increasing mining to ~28.1 EH/s owned.
CRYPTO | Sep 14, 2026, 11:23 AM UTC
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Zscaler says Z Flex pricing lifted ARR ~30%
Zscaler said Z Flex pricing lifted ARR about 30%, with 4,600 of ~20,000 target customers onboarded. It also said AI offerings remain in early access, with clearer visibility by late FY2026–FY2028.
EQUITY | Sep 14, 2026, 11:23 AM UTC
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Bernstein opens XPO coverage with Buy, $244 target
Bernstein opened coverage of XPO, Inc. with a Buy rating and a $244 price target.
EQUITY | Sep 14, 2026, 11:23 AM UTC
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Jabil to host FY2026 Q4 call; Goldman trims target to $375
Jabil said it will release FY2026 Q4 results and host an investor call ahead of market on Sep 30, while Goldman Sachs maintained a Buy but cut its price target on Jabil to $375.
EQUITY | Sep 14, 2026, 11:23 AM UTC
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BridgeBio plans U.S. launches of BBP-418, encaleret by 2027
BridgeBio Pharma said it will launch BBP-418, encaleret and infigratinib in the U.S. by 2027, while analysts including Leerink and Stifel trimmed BBIO price targets.
EQUITY | Sep 14, 2026, 11:23 AM UTC
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Swarmer agrees to buy Ratel Robotics for $224M
Swarmer, Inc. agreed to acquire Ukrainian UGV maker Ratel Robotics for $224M in cash, stock and earnouts.
MNA | Sep 14, 2026, 11:23 AM UTC
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Needham raises Varonis price target to $55
Varonis Systems is completing a shift to SaaS and broadening platform coverage for AI, email and additional data stores, with Needham raising its VRNS price target to $55 from $50.
EQUITY | Sep 14, 2026, 11:23 AM UTC
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ONEOK sells $9 billion minority stake to Apollo
ONEOK (OKE) agreed to sell a $9 billion nonvoting Class B minority stake to Apollo in new ONEOK Holdings LLC. Morgan Stanley raised its OKE price target to $112 from $105.
MNA | Sep 14, 2026, 11:23 AM UTC
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Freeport-McMoRan unit extends $1.75B revolver through 2031
FCX’s PT Freeport Indonesia unit extended a $1.75B revolver through Sept 2031, with $250M drawn, while FCX saw large intraday swings tied to copper and tariff-linked moves.
EQUITY | Sep 14, 2026, 11:23 AM UTC
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American Water wins NJ approval for $68M annual rate hike
American Water Works says it won New Jersey approval for a $68M annual rate hike, lifting average bills by about $4/month and adding a $9.88/month PFAS credit. The company also cites $26.5M in Streator upgrades and a $27
EQUITY | Sep 14, 2026, 11:23 AM UTC
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DuPont says it likely faces $125M Q2 2026 loss
DuPont told the SEC it likely will record an about $125 million loss in Q2 2026 while agreeing to pay roughly $126 million present value toward a $455 million PFAS settlement with North Carolina and local entities, large
EQUITY | Sep 14, 2026, 11:23 AM UTC
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GE Aerospace to buy Consolidated Precision Products for $11.75B
GE Aerospace plans to acquire Consolidated Precision Products for $11.75B, funded with about $7B in cash and new debt. The deal would gain a supplier of roughly 25% of its turbine blades and is expected to close in H2 20
MNA | Sep 14, 2026, 11:23 AM UTC
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Adobe Q3 results lift FY26 guidance; Creative Cloud price hikes delayed
Adobe reported Q3 FY2026 revenue of $6.76B, raised FY26 guidance, and said ARR was $27.5B. The company delayed some Creative Cloud price hikes and warned net new ARR will dip, while noting traders focus on AI-driven dema
EQUITY | Sep 14, 2026, 11:23 AM UTC
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Goldman recap: Anthropic IPO proceeds push and IG Wealth mandate
Recap notes Goldman Sachs expanding its wealth and tech footprint via an IG Wealth sub-advisory mandate, a role distributing Anthropic IPO proceeds, and plans tied to staff and leadership.
EQUITY | Sep 14, 2026, 11:23 AM UTC
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Palo Alto Networks added to S&P 100 effective Sept. 21
TradingView’s recap says Palo Alto Networks (PANW) was added to the S&P 100 effective Sept. 21, alongside mentions of Prisma AIRS/PAN-OS 12.1 to Cortex and Chronosphere momentum.
EQUITY | Sep 14, 2026, 11:23 AM UTC
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Biohaven says FDA placed partial clinical hold on BHV-7000 enrollment
Biohaven Ltd. said the FDA put a partial clinical hold on BHV-7000 enrollment after a rodent metabolite finding. The company also said it shared related data with SK Biopharma under a licensing deal that could total $795
EQUITY | Sep 14, 2026, 11:23 AM UTC
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Canada recommends lecanemab reimbursement; HSBC raises BIIB to $175
Biogen’s lecanemab received a Canadian public reimbursement recommendation, with follow-on pCPA talks and provincial decisions expected. HSBC increased its price target for Biogen to $175.
EQUITY | Sep 14, 2026, 11:23 AM UTC
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Cloudflare reports Q revenue up 36% YoY; warns on bot traffic
Cloudflare reported quarterly revenue of $696M, up 36% YoY, with 71.8% gross margin and non-GAAP net income of $107M despite a GAAP loss that included $150M restructuring. The company warned bots accounted for 57% of Jun
EQUITY | Sep 14, 2026, 11:23 AM UTC
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Smithfield Foods furnishes Q3 outlook update; Barclays cuts target
Smithfield Foods said it furnished a press release updating its Q3 2026 outlook via Form 8-K. Barclays also trimmed its price target to $29 from $31 and kept an Overweight rating.
EQUITY | Sep 14, 2026, 11:23 AM UTC
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Rocket Lab targets reusable Neutron launch pad in Q4
Rocket Lab says it is readying a reusable Neutron pad for Q4 and advancing Electron, HASTE and Neutron launch activity, while debuting IMM Apex cells and adding Mynaric laser links.
EQUITY | Sep 14, 2026, 11:23 AM UTC
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Vertex sets Nov. 30 PDUFA for povetacicept
Vertex Pharmaceuticals set a Nov. 30 Prescription Drug User Fee Act target date for povetacicept in IgA nephropathy, citing phase data showing a 52% UPCR drop and biomarker gains.
EQUITY | Sep 14, 2026, 11:23 AM UTC
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Expedia recap highlights AI personalization push and EU short-rental curbs
Expedia Group is focused on AI-driven personalization to support Vrbo and advertising revenue, while EU law on affordable housing is described as potentially limiting short-term rentals.
EQUITY | Sep 14, 2026, 11:23 AM UTC
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Cisco targets high-single-digit security growth by FY2027
Cisco Systems says it is targeting high-single-digit security revenue growth and a services rebound by FY2027, while shifting toward a vertical stack with independent silicon by 2029 and returning cash through buybacks a
EARNINGS | Sep 14, 2026, 11:23 AM UTC
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Applied Materials returns ~90% FCF; services growth over 20%
Applied Materials says it is returning roughly 90% of free cash flow to shareholders and reports AI-driven materials discovery alongside more than 20% year-over-year services growth in the period described.
REGULATION | Sep 14, 2026, 11:23 AM UTC
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Intel Q2 revenue rose; High-NA EUV production progress reported
Intel reported $16.1B Q2 revenue and 59% Data Center & AI growth, citing progress using High-NA EUV on its 18A Panther Lake platform and signs of a server-CPU supply-driven recovery.
EQUITY | Sep 14, 2026, 11:23 AM UTC
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Seagate to roll out 30TB–40TB HAMR drives, targets 50TB by late 2027
Seagate Technology Holdings PLC (STX) is rolling out 30TB–40TB HAMR drives with hyperscalers and aims for 50TB by late 2027, with nearline capacity locked through 2028 based on SEC filings.
EQUITY | Sep 14, 2026, 11:23 AM UTC
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Repligen agreed BioLife deal terms; UBS lifts RGEN target
Repligen said it will buy BioLife for $11.25 cash plus 0.1442 RGEN shares, after HSR clearance, with a BioLife vote set for Oct 5, 2026. UBS raised its RGEN price target to $225 from $195 and kept a Buy.
MNA | Sep 14, 2026, 11:23 AM UTC
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Public Storage raises C$400M via 4.54% notes; Barclays $351
Public Storage (PSA) raised C$400M through 4.54% senior notes due 2033, with Barclays lifting its PSA price target to $351.
EQUITY | Sep 14, 2026, 11:23 AM UTC
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Salesforce weekly recap highlights $11.3B revenue, Agentforce ARR $1.5B+
The recap cites Salesforce revenue of $11.3B, RPO of $33.5B, Agentforce ARR above $1.5B, and mentions investments and deal activity ahead of Dreamforce.
EQUITY | Sep 14, 2026, 11:23 AM UTC
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GameStop swaps $2.4B convertibles for 55.5M shares
GameStop swapped $2.4B of convertibles for 55.5M shares plus $358.4M cash, cutting convertible debt and taking a non-cash charge, while it reported stronger earnings and raised fiscal 2026 adjusted EBITDA guidance.
EQUITY | Sep 14, 2026, 11:23 AM UTC
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Analog Devices Q3 revenue jumps 39% and buys Alif Semiconductor
Analog Devices reported Q3 2026 revenue above $4.0B, up 39% YoY with EPS beats. The company also agreed to buy Alif Semiconductor for $1.35B, plus up to $200M, to expand low-power EdgeAI MCU and fusion processor capabili
EQUITY | Sep 14, 2026, 11:23 AM UTC
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AbbVie raises quarterly dividend to $1.73 payable Nov. 16, 2026
AbbVie increased its quarterly cash dividend to $1.73, payable Nov 16, 2026.
EQUITY | Sep 14, 2026, 11:23 AM UTC
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Hudson Pacific extends CMBS loan, declares Series C dividend
Hudson Pacific Properties extended its $1.1B CMBS loan on the Hollywood Media Portfolio to Nov. 9, 2027 and declared a Q3 2026 dividend of $0.296875 on its 4.75% Series C preferred, payable Sept. 30, 2026.
EQUITY | Sep 14, 2026, 11:23 AM UTC
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Ascendiant raises Outlook Therapeutics target to $10.50
Ascendiant Capital increased its price target on Outlook Therapeutics (OTLK) to $10.50 from $10.00 following the FDA approval of LYTENAVA.
EQUITY | Sep 14, 2026, 11:23 AM UTC
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Guidewire FY2026 revenue and EPS; DA Davidson reiterates Buy $222
Guidewire reported FY2026 revenue of $1.48B, net income of $139.3M and diluted EPS of $1.63, and DA Davidson maintained a Buy rating with a $222 price target.
EARNINGS | Sep 14, 2026, 11:23 AM UTC
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Gossamer Bio updates seralutinib Phase 3 plans and 1-for-80 reverse split
Gossamer Bio said it reported positive Phase 3 PROSERA results for seralutinib in PAH, plans an NDA for September 2026, targets an FDA decision in Q3 2027, and completed a 1-for-80 reverse split effective Sept 10, 2026 w
EQUITY | Sep 14, 2026, 11:23 AM UTC
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Solaris Energy Infrastructure raises Adjusted EBITDA guidance after Omega merger close
Solaris Energy Infrastructure said stronger core power services and better-than-expected acquired business results prompted it to raise Adjusted EBITDA guidance for Q3–Q4 2026 and provide an initial Q1 2027 range followi
EARNINGS | Sep 14, 2026, 11:23 AM UTC
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Independence Realty Trust to merge with Centerspace; $0.18 dividend
Independence Realty Trust (NYSE:IRT) agreed an all-stock merger with Centerspace, with IRT owning about 78% of the combined company, and declared a $0.18 Q3 2026 dividend.
EQUITY | Sep 14, 2026, 11:23 AM UTC
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Weekly Recap: AI TAM $2T—$3T by 2030 and supply constraints with $29—30B commitments
Advanced Micro Devices, Inc. (NASDAQ:AMD) is accelerating AI and data—center growth—projecting a $2T—$3T AI TAM by 2030, targeting ~$70B data—center revenue and low—$40B AI GPU sales, while expanding supply via $29—30B c
EQUITY | Sep 14, 2026, 11:23 AM UTC
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Tenable upsizes $725M 2031 convertible notes and adds Claude Mythos 5
Tenable raised $725M through an upsized 2031 convertible notes offering to fund capped calls, purchase about 5.3M shares, and repay term loans, while integrating Anthropic’s Claude Mythos 5 into Tenable One via Project G
EQUITY | Sep 14, 2026, 11:23 AM UTC
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HSBC lifts Regeneron price target to $920
Analysts expect a potential two-year U.S. patent extension for Dupixent and HSBC raised its REGN price target to $920 with a Buy rating.
EQUITY | Sep 14, 2026, 11:23 AM UTC
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USA Compression Partners to raise $600M via 6.75% notes
USA Compression Partners LP said it will raise $600M through 6.75% senior unsecured notes due 2035 to repay its credit facility, and plans to move its primary listing from the NYSE to the Texas Stock Exchange in early Oc
EQUITY | Sep 14, 2026, 11:23 AM UTC
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Granite Construction declares $0.13 quarterly dividend and $23.7M road contract
Granite Construction Incorporated (GVA) announced a $0.13 quarterly cash dividend per share payable Oct 15, 2026, and won an approximately $23.7M FHWA contract to rehab 7.22 miles of Two Medicine Road in Glacier National
EQUITY | Sep 14, 2026, 11:23 AM UTC
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Thor to release FY2026 Q4 results; names North American RV CFO
Thor Industries will publish fiscal 2026 Q4 results, Q&A and slides before markets open on Sept. 22, 2026, and appoints Mike Ritchie as CFO for North American RV operations.
EQUITY | Sep 14, 2026, 11:23 AM UTC
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Alcoa highlights deleveraging and potential asset monetization plans
Alcoa says it targets deleveraging via cash flow, asset sales, and potential Maaden monetization from 2028 as it addresses pro forma net debt of about $4.7B versus $3.2B EBITDA.
EQUITY | Sep 14, 2026, 11:23 AM UTC
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American Tower raises $1.6B via senior notes to refinance 2026 debt
American Tower said it issued $1.6B of senior notes, aiming to refinance 2026 debt, reduce revolver borrowings and fund general corporate purposes.
EQUITY | Sep 14, 2026, 11:23 AM UTC
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Pyxis Oncology recap highlights MICVO Phase 1 results and target lifts
Pyxis Oncology reported MICVO Phase 1 results in HNSCC, with 36% confirmed responses, 94% disease control, median PFS of 6.2 months and 12-month OS of 79%, alongside analyst price-target lifts and CEO appointment of Thom
EQUITY | Sep 14, 2026, 11:23 AM UTC
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Four Corners Property Trust raises monthly dividend
Four Corners Property Trust, Inc. (NYSE:FCPT) increased its monthly dividend to $0.1265 and agreed to expand its triple-net portfolio with a $9.1M Cooper's Hawk restaurant purchase in Michigan.
EQUITY | Sep 14, 2026, 11:23 AM UTC
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Nano-X Imaging reports Q2 revenue up ~37%, GAAP loss
Nano-X Imaging said Q2 revenue was about $4.16–4.2M and GAAP loss was $55.5M, while also citing non-GAAP loss of $11.6M. The recap also notes it has about $31.4M cash plus $8.5M raised, a June 12 class action related to
EQUITY | Sep 14, 2026, 11:23 AM UTC
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Ladenburg initiates EVOLV Technologies with Buy and $8 target
Ladenburg Thalmann initiated coverage of Evolv Technologies Holdings with a Buy rating and a $8 price target, citing AI-powered screening products for weapons detection and school security.
EQUITY | Sep 14, 2026, 11:23 AM UTC
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BTIG lifts Equinix target to $1,240
BTIG raised its price target for Equinix to $1,240 and maintained a Buy rating.
EQUITY | Sep 14, 2026, 11:23 AM UTC
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DexCom strong CONNECT trial results support 10%+ revenue growth
DexCom said CONNECT trial results for its 15-day AI-enabled sensor support expected expanded coverage by mid-2027 and reaffirmed its 10%+ revenue growth guidance.
EARNINGS | Sep 14, 2026, 11:23 AM UTC
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SkyX Platforms agrees to merge with Deako
SkyX Platforms agreed to merge with Deako, issuing 25M shares (~18.5% post-merger), paying $4M cash, and $8.5M in 12% secured notes.
EQUITY | Sep 14, 2026, 11:23 AM UTC
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Wedbush raises Datadog target to $275
Wedbush lifted its price target on Datadog to $275 from $260, while keeping an Outperform view. The recap also cites Datadog shifting R&D toward token usage, GPUs and model training.
EQUITY | Sep 14, 2026, 11:23 AM UTC
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TransMedics appoints Fernando Araujo as CFO
TransMedics Group appointed Fernando Araujo as CFO effective Sept. 21, 2026, while former CFO Gerardo Hernandez moved to a LATAM commercial advisor role through Apr. 30, 2027. The company also reaffirmed 2026 guidance an
EQUITY | Sep 14, 2026, 11:23 AM UTC
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Navan weekly recap cites AI model adoption and BoomPop deal
The weekly recap says Navan is accelerating AI adoption and is acquiring BoomPop to broaden meetings/events tooling; it also cites figures on model usage and Ava’s share of Q2 interactions.
EQUITY | Sep 14, 2026, 11:23 AM UTC
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Weekly Recap: Majority stake in Atome and Vietnam driver boycott
Grab Holdings Limited Class A (NASDAQ:GRAB) is reported to be in talks to acquire a majority stake in Singapore BNPL firm Atome Financial even as drivers in Vietnam staged a two-day boycott over fare cuts of up to 50% af
EQUITY | Sep 14, 2026, 11:23 AM UTC
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GameSquare agrees to buy FanEngine assets, regains Nasdaq compliance
GameSquare Holdings agreed to buy FanEngine assets, granting FanEngine holders 30% of GameSquare shares at close plus additional consideration tied to revenue targets and a cash earnout. GameSquare also regained Nasdaq b
MNA | Sep 14, 2026, 11:23 AM UTC
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eBay C2C/recommerce up 20% in Q2; removes nine kit listings
eBay reported C2C/recommerce growth of 20% in Q2 and said it is removing nine gender—prediction kit listings deliverable to India, while reviewing shipping and checkout controls.
REGULATION | Sep 14, 2026, 11:23 AM UTC
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VICI closes $1.16B Q2 2026 sale-leaseback
VICI Properties Inc said it closed a $1.16B Q2 2026 sale-leaseback for seven Golden Entertainment casino properties. The company also expanded its board to eight, with pending appointment of John M. Sullivan to key commi
EQUITY | Sep 14, 2026, 11:23 AM UTC
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DA Davidson reiterates Neutral rating and $17 target on SailPoint
SailPoint reported Q1 adjusted EPS of $0.09 and revenue of $308.8M (+16.8% Y/Y) but a GAAP loss of $0.09 and $50.4M net loss. DA Davidson kept a Neutral rating and $17 price target unchanged.
EQUITY | Sep 14, 2026, 11:23 AM UTC
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Simon Property Group issues $800M senior notes to refinance debt
Simon Property Group issued $800M of senior notes—$400M due 2032 at 5.25% and $400M due 2036 at 5.65%—to refinance $750M of 2026 debt, with closing set for Sept. 16, 2026.
EQUITY | Sep 14, 2026, 11:23 AM UTC
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Ascendiant trims KSCP price target to $21
Ascendiant cut its Knightscope, Inc. Class A (KSCP) price target from $23 to $21 and cited ASF-7 end-to-end service traction: 434 clients across 42 states and over 4.4 million autonomous hours.
EQUITY | Sep 14, 2026, 11:23 AM UTC