September may bring more challenges from bond markets than stocks, driven by global bond repricing, rising yields, and higher capital costs amid persistent inflation and large U.S. deficits. Japan's rising domestic yields and potential capital repatriation could reduce demand for U.S. Treasuries, a key support for bond markets. While equities remain attractive long-term, current market conditions suggest bond risks are underappreciated, especially with yields near multi-year highs and subdued volatility. Investors should review portfolio strategies considering these macroeconomic shifts.
Analyst BTIG upgraded Medtronic to a Buy rating and raised its price target to $100, citing strong Q1 FY2027 revenue of $9.76 billion driven by broad demand. The company is investing over $700 million in Heart Tech and Robotics, signaling a focus on ...
Regis Corporation reported a strong Q4 2026 with earnings per share of $1.04, far exceeding analyst expectations of $0.17. The company generated $56 million in revenue, slightly down year-over-year but above estimates, supported by a 2.6% sales rise ...
UBS analyst Michael Brown reaffirmed a Buy rating on KKR & Co. Inc., setting a $123 price target, implying a 15% upside. KKR is selling USI Insurance Services to Aon plc for $17 billion, expected to yield $3.3 billion in after-tax proceeds and $2 bil...
Kazia Therapeutics received a Buy rating from analyst firm BTIG, which raised its price target to $40, up from $34, reflecting strong confidence in the company's lead drug, paxalisib. The drug showed a 52% tumor reduction in preclinical colorectal ca...
Cheniere Energy, a leading U.S. liquefied natural gas producer, saw strong institutional confidence with UBS reaffirming its Buy rating. Major investors like Beacon Pointe Advisors and Rakuten Investment Management increased their stakes, signaling o...
