Current market catalysts

Mizuho Maintains Neutral on Okta, Raises Price Target to $165

Mizuho analyst Gregg Moskowitz maintains Okta (NASDAQ:OKTA) with a Neutral and raises the price target from $145 to $165.

Mizuho Maintains Outperform on NVIDIA, Raises Price Target to $315

Mizuho analyst Vijay Rakesh maintains NVIDIA (NASDAQ:NVDA) with a Outperform and raises the price target from $300 to $315.

Mizuho Maintains Outperform on DTE Energy, Lowers Price Target to $152

Mizuho analyst Anthony Crowdell maintains DTE Energy (NYSE:DTE) with a Outperform and lowers the price target from $164 to $152.

Mizuho Maintains Outperform on CrowdStrike Holdings, Raises Price Target to $250

Mizuho analyst Gregg Moskowitz maintains CrowdStrike Holdings (NASDAQ:CRWD) with a Outperform and raises the price target from $240 to $250.

'Shell-Unimot Talks on Russia-Linked Refinery Said to Have Ended' - Bloomberg

https://www.bloomberg.com/news/articles/2026-08-27/shell-unimot-talks-on-russia-linked-refinery-said-to-have-ended

Raymond James Maintains Outperform on Okta, Raises Price Target to $185

Raymond James analyst Adam Tindle maintains Okta (NASDAQ:OKTA) with a Outperform and raises the price target from $115 to $185.

Raymond James Initiates Coverage On Hanover Bancorp with Market Perform Rating

Raymond James initiates coverage on Hanover Bancorp (NASDAQ:HNVR) with a Market Perform rating.

Raymond James Initiates Coverage On Kearny Financial with Outperform Rating, Announces Price Target of $11

Raymond James analyst Daniel Tamayo initiates coverage on Kearny Financial (NASDAQ:KRNY) with a Outperform rating and announces Price Target of $11.

Raymond James Initiates Coverage On CNB Financial with Outperform Rating, Announces Price Target of $39

Raymond James analyst Daniel Tamayo initiates coverage on CNB Financial (NASDAQ:CCNE) with a Outperform rating and announces Price Target of $39.

Raymond James Initiates Coverage On Interactive Brokers Group with Market Perform Rating

Raymond James analyst Patrick O'Shaughnessy initiates coverage on Interactive Brokers Group (NASDAQ:IBKR) with a Market Perform rating.

Northland Capital Markets Upgrades Semtech to Outperform, Announces $182 Price Target

Northland Capital Markets analyst Gus Richard upgrades Semtech (NASDAQ:SMTC) from Market Perform to Outperform and announces $182 price target.

GTA 6 Leaker Cashes Out $250,000 Meme Coin Hours Before Rockstar's Reveal

GTA 6 leaker cashes out over $250K from a self-created Solana memecoin hours before Rockstar’s gameplay reveal.

Mizuho Initiates Coverage On Choice Hotels Intl with Neutral Rating, Announces Price Target of $106

Mizuho analyst Ben Chaiken initiates coverage on Choice Hotels Intl (NYSE:CHH) with a Neutral rating and announces Price Target of $106.

GameStop Stock Edges Higher Thursday: What's Going On?

Shares of GameStop trading slightly higher Thursday afternoon, The stock is down some 15% of over the past month following a series of recent major debt transactions and acquisition shifts.

B of A Securities Initiates Coverage On Amkor Technology with Buy Rating, Announces Price Target of $70

B of A Securities analyst Ruplu Bhattacharya initiates coverage on Amkor Technology (NASDAQ:AMKR) with a Buy rating and announces Price Target of $70.

B of A Securities Upgrades Everpure to Buy, Raises Price Target to $150

B of A Securities analyst Wamsi Mohan upgrades Everpure (NYSE:P) from Neutral to Buy and raises the price target from $90 to $150.

Mint Shares Halted On Circuit Breaker To The Downside, Stock Now Up 21.11%

JP Morgan Maintains Overweight on Agilent Technologies, Raises Price Target to $190

JP Morgan analyst Casey Woodring maintains Agilent Technologies (NYSE:A) with a Overweight and raises the price target from $180 to $190.

B of A Securities Upgrades Okta to Neutral, Raises Price Target to $170

B of A Securities analyst Madeline Brooks upgrades Okta (NASDAQ:OKTA) from Underperform to Neutral and raises the price target from $75 to $170.

JP Morgan Maintains Overweight on Dycom Industries, Lowers Price Target to $570

JP Morgan analyst Richard Choe maintains Dycom Industries (NYSE:DY) with a Overweight and lowers the price target from $650 to $570.

'Anthropic Considers Letting Shareholders Sell In IPO, Departing from SpaceX Playbook' - The Information

https://www.theinformation.com/articles/anthropic-considers-letting-shareholders-sell-ipo-departing-spacex-playbook

What's Going On With Microsoft Stock?

Microsoft Corp (NASDAQ:MSFT) shares are rising Thursday. The company announced a new AI partnership with Saudi Arabia's HUMAIN, with broader strength across software stocks adding to the momentum.

B of A Securities Upgrades Sun Communities to Neutral, Maintains Price Target to $140

B of A Securities analyst Joshua Dennerlein upgrades Sun Communities (NYSE:SUI) from Underperform to Neutral and maintains the price target from $140 to $140.

BMO Capital Maintains Market Perform on Veeva Systems, Raises Price Target to $270

BMO Capital analyst Sean Dodge maintains Veeva Systems (NYSE:VEEV) with a Market Perform and raises the price target from $175 to $270.

JP Morgan Maintains Overweight on Everpure, Raises Price Target to $145

JP Morgan analyst Samik Chatterjee maintains Everpure (NYSE:P) with a Overweight and raises the price target from $130 to $145.

BMO Capital Maintains Outperform on Okta, Raises Price Target to $187

BMO Capital analyst Keith Bachman maintains Okta (NASDAQ:OKTA) with a Outperform and raises the price target from $168 to $187.

Ralph Lauren Digital Comps Rise 8% as E-Commerce Momentum Builds

Ralph Lauren (RL) delivered solid first-quarter fiscal 2027 results with North America Retail comparable sales up 9% and digital comparable sales rising 8%. The company saw strong growth in women's apparel, outerwear, and handbags (each exceeding 20%), added 1.5 million new customers to its DTC businesses, and continues investing in AI and technology. However, RL shares have underperformed the industry over the past three months and trade at a premium valuation.

DLTR Q2 Earnings Beat Estimates on Margin Gains and Higher Comps

Dollar Tree (DLTR) posted solid Q2 fiscal 2026 results with net sales rising 7% to $4.89B and adjusted EPS climbing 80.5% to $1.39, beating consensus estimates. Gross margin expanded 850 basis points to 42.9%, driven by tariff refunds and lower tariff rates. The company raised FY26 adjusted EPS guidance to $7.70-$8.05 while maintaining its sales outlook of $20.5-$20.7B.

Can Viasat's Deal With Addvalue Boost Its Government Business?

Viasat has partnered with Addvalue Solutions to integrate its Inter-satellite Data Relay Service (IDRS) into Viasat's HaloNet portfolio, expanding government-focused space communications capabilities. The integration leverages Viasat's GEO L-band network to maintain persistent links with LEO spacecraft, enabling faster response times for government missions. The unified offering combines terminals, connectivity, and mission support to simplify procurement for U.S. government agencies.

Agentic AI Adoption Boosts NOW's Growth Prospects Against MSFT & CRM

ServiceNow's AI annual contract value surpassed $1 billion in Q2 2026 with net new AI ACV growing over 40% sequentially, driven by rapid agentic AI adoption and new AI-native pricing models. However, the company faces intensifying competition from Microsoft and Salesforce, which are aggressively expanding their own AI agent offerings and monetization strategies.