Investing 25 February 2026 - 26 February 2026

Autodesk Stock Back in Focus After Arete Cuts Target, Morgan Stanley Sticks With $350

Autodesk Stock Back in Focus After Arete Cuts Target, Morgan Stanley Sticks With $350

Autodesk shares fell 3.5% to $231.55 by 3:37 p.m. EDT Friday as the Nasdaq dropped 1.97%. Arete Research lowered its price target to $456 from $460 but kept a buy rating. Morgan Stanley reiterated Overweight and a $350 target on March 18, citing stable reseller checks. Autodesk reported Q4 revenue up 19% to $1.957 billion and guided fiscal 2027 revenue to $8.10–$8.17 billion.
March 27, 2026
Lynas Rare Earths share price rises after profit jump, but rally cools at close

Lynas Rare Earths share price rises after profit jump, but rally cools at close

Lynas Rare Earths reported half-year net profit after tax of A$80.2 million, up from A$5.9 million a year earlier, but below consensus forecasts. Shares closed 1.2% higher at A$17.24 after early gains faded. Power issues at the Kalgoorlie plant affected production and costs. Traders are watching rare-earth prices and the stability of Kalgoorlie’s power supply.
February 26, 2026
PayPal stock holds near $47 after Stripe takeover report — what investors watch next

PayPal stock holds near $47 after Stripe takeover report — what investors watch next

PayPal shares closed up 0.6% at $47.32 Wednesday, then slipped 0.3% after hours as takeover speculation swirled. Bloomberg reported Stripe is weighing a bid for PayPal or its assets, though both firms declined comment. PayPal also announced a partnership with Rainforest to expand embedded payments. CEO Enrique Lores is set to take over March 1 after Alex Chriss’s ouster.
February 26, 2026
First Solar stock tumbles on weak 2026 outlook — tariffs and permits now in the crosshairs

First Solar stock tumbles on weak 2026 outlook — tariffs and permits now in the crosshairs

First Solar shares fell 13.6% to $210.12 Wednesday after issuing a weaker-than-expected 2026 sales forecast and warning of $125–$135 million in tariff costs. The company cited federal permitting delays and trade friction affecting demand and factory use. First Solar also filed a patent complaint with the U.S. International Trade Commission against several rivals. After-hours, the stock slipped another 0.17%.
February 26, 2026
MercadoLibre (MELI) stock tumbles after earnings: shipping and credit spend back in the spotlight

MercadoLibre (MELI) stock tumbles after earnings: shipping and credit spend back in the spotlight

MercadoLibre shares fell 6.7% to $1,767.71 in after-hours trading Wednesday after missing quarterly profit estimates. Net income for the fourth quarter came in at $559 million, below the $587 million expected, while margins narrowed to 10.1% from 13.5% a year earlier. Investors cited higher spending on logistics, credit, and free shipping as key concerns.
February 25, 2026
Mastercard stock price pops back above $510 — what’s driving MA and what traders watch next

Mastercard stock price pops back above $510 — what’s driving MA and what traders watch next

Mastercard shares rose about 2.4% to $510.06 in Wednesday afternoon trading as payment stocks rebounded. The company announced a remittance partnership with Triple-A and agreed to sell SessionM to Capillary Technologies for $20 million. Traders watched Nvidia earnings and a new legal dispute over swipe-fee rules. Visa shares also gained roughly 2%.
February 25, 2026
Caterpillar stock holds near $768 as Wells Fargo lifts target to $870 — what investors watch next

Caterpillar stock holds near $768 as Wells Fargo lifts target to $870 — what investors watch next

Caterpillar shares were flat Wednesday after Wells Fargo raised its price target to $870 and maintained an “Overweight” rating. The company plans to unveil updated digital fleet tools and a refreshed Cat Rentals platform at CONEXPO-CON/AGG in March. Caterpillar Financial Services issued $1.3 billion in new notes this week. Construction Industries Group President Rodney Michael Shurman sold 2,278 shares on Feb. 23.
February 25, 2026
MercadoLibre stock tumbles as MELI hits 52-week low after Q4 results

MercadoLibre stock tumbles as MELI hits 52-week low after Q4 results

MercadoLibre shares fell about 9% to $1,748.10 Wednesday, hitting a new 52-week low after fourth-quarter profit missed estimates. Net income reached $559 million, below analysts’ $587 million forecast, as heavy spending and a 90% jump in the credit portfolio squeezed margins. Operating margin dropped to 10.1% from 13.5% a year earlier. Cantor Fitzgerald and others cut their price targets after the results.
February 25, 2026
Vertex (VERX) stock slips after Tuesday pop as insider buy and fresh 10-K hit tape

Vertex (VERX) stock slips after Tuesday pop as insider buy and fresh 10-K hit tape

Vertex shares fell 1.1% to $13.12 in early Wednesday trading after jumping 10.2% the previous day. Director Eric Andersen disclosed buying 40,000 shares at an average $12.91 on Feb. 20. The company filed its annual report late Tuesday and expects 2026 revenue of $823.5 million to $831.5 million, with 25% cloud revenue growth. Investors await the next quarterly update in May.
February 25, 2026
Thomson Reuters stock in focus after $600 million buyback plan and $605 million cash return

Thomson Reuters stock in focus after $600 million buyback plan and $605 million cash return

Thomson Reuters shares rose 1.6% premarket Wednesday after announcing a $600 million buyback and $605 million capital return, paired with a share consolidation. The stock surged 11% Tuesday after its AI tool CoCounsel reached one million users. The capital return plan needs shareholder and court approval, with a vote set for April 28. The buyback becomes effective February 27.
February 25, 2026
Westlake stock jumps 12% on earnings update — what WLK traders watch before the open

Westlake stock jumps 12% on earnings update — what WLK traders watch before the open

Westlake shares jumped 12% to $104.17 Tuesday after the company reported a Q4 net loss of $544 million on $2.5 billion in sales, citing $511 million in shutdown and restructuring costs. CFO Steven Bender will retire once a successor is named. The board expanded to 14 members, adding CEO Jean-Marc Gilson and Bhavesh V. Patel as directors. Shares fell 2.6% after hours to $101.39.
February 25, 2026
Keysight stock price: KEYS sticks above $300 after guidance jolt — what traders watch next

Keysight stock price: KEYS sticks above $300 after guidance jolt — what traders watch next

Keysight Technologies shares rose 0.8% premarket Wednesday after surging 23.1% Tuesday, following stronger-than-expected Q1 results and an upbeat outlook. The company reported $1.60 billion in revenue and $2.17 adjusted EPS, forecasting Q2 revenue up to $1.71 billion. BofA and UBS raised price targets to $340. The outlook excludes potential tariff impacts from a recent Supreme Court ruling.
February 25, 2026
Denison Mines (DNN) stock rises after Phoenix uranium mine greenlight — what investors watch next

Denison Mines (DNN) stock rises after Phoenix uranium mine greenlight — what investors watch next

Denison Mines’ board approved a final investment decision to build the Phoenix in-situ recovery uranium mine in Saskatchewan, with construction set to begin in March and first production targeted for mid-2028. Shares rose about 3.2% to $4.30 in late trading. Provincial and federal permits were secured by February 2026. Broader uranium ETFs fell about 1.7% in the latest session.
February 25, 2026
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