Stocks · News reference
Analysts cut targets for Duke, Hyatt, Pershing Square, Carlisle, Upstart, Arch Capital and Meta; raised VF, Rexford and SentinelOne.
Reference Details
Poisar stores the source's headline, summary and market tags for reference. Reporting and full article text remain with the original publisher.
Keep reading
Carlisle Companies reported Q3 2026 revenue growth of 9% to $1.5 billion, driven by higher sales volume and pricing actions. The company expects to achieve price-cost parity by year-end 2026, creating tailwinds for 2027. With over 70% of commercial reroofing sales providing nondiscretionary recurring revenue and ongoing product innovation, management maintains confidence in long-term targets of $40 adjusted EPS and ROIC above 25%.
Recent inflation reports showing higher-than-expected CPI and PPI readings have increased the likelihood of a Federal Reserve rate hike in December from 0% to over 12%. The final PCE inflation report on Nov. 25 will be crucial in determining whether the Fed implements a half-point hike. This matters significantly for AI-focused tech companies that are increasingly relying on debt to fund expensive data center projects, as higher rates would make these investments harder to justify.
Hyatt Hotels Corporation has officially announced the opening of the Thompson Seville, the brand's first property in Andalusia and second in Spain.
Hyatt Hotels Corporation has appointed former Under Armour technology executive Danny Miles to lead its newly combined Digital and Technology organization.
An insider at Arch Capital Group Ltd. sold company shares valued at approximately $5.28 million, as disclosed in a recent SEC filing.