Market News

Breaking headlines and analysis across every asset class.

Earnings
AD HOC NEWS • Oct 4, 2026
VICI Properties stock sets October 28 results date

VICI Properties (VICI) will release its third-quarter 2026 results on October 28, 2026, after market close, with a conference call scheduled for October 29. Despite a recent price target cut by Citizens JMP from USD 35 to USD 31, the company's revenue for Q2 2026 rose by 5.7% year-over-year to USD 1.06 billion. The stock closed at USD 22.65 on October 2, 2026, near its 52-week low, and analysts maintain a "Hold" consensus with an average price target of USD 30.

Earnings
AD HOC NEWS • Oct 4, 2026
Cisco Systems stock gains 3.16% as AI orders lift results

Cisco Systems stock gained 3.16% following strong fiscal Q4 2026 results, driven by surging demand for AI infrastructure and networking orders. The company reported record revenue of USD 17.25 billion for Q4 2026 and provided optimistic fiscal 2027 guidance, including projected hyperscale AI infrastructure revenue of USD 7.5 billion. Analysts maintain a "Moderate Buy" consensus with a target price well above the current stock price.

Earnings
Simply Wall Street • Oct 4, 2026
PG&E (PCG), Why Is The Utility Back In Focus?

PG&E (PCG) has seen its share price decline by 14% over the past month and 27% over the last three months, despite a narrative suggesting it is 36% undervalued with a fair value estimate of $19.22 due to growth opportunities in grid modernization and cost reductions. However, Simply Wall St's own Discounted Cash Flow (DCF) model indicates a fair value of $9.60, suggesting it might be overvalued at its current price of $12.32, creating mixed signals for investors. The article highlights that unre

Earnings
AD HOC NEWS • Oct 4, 2026
O'Reilly Automotive stock sets October 28 earnings date

O'Reilly Automotive (ORLY) has scheduled its third-quarter 2026 earnings release for October 28, 2026. The stock closed at USD 84.90 on October 2, 2026, near its 52-week low. Analysts have a "Moderate Buy" consensus with an average price target of USD 106.50, suggesting a potential 25.44% upside.

Earnings
AD HOC NEWS • Oct 4, 2026
Kimco Realty stock approaches October 29 earnings with Q2 growth

Kimco Realty's stock performance and upcoming Q3 earnings release are highlighted, following a Q2 revenue increase of 4.9% year over year to USD 550.80 million. Analysts maintain a "Moderate Buy" consensus with a target price of USD 26.53. The company also reported strong Q2 leasing activity and a dividend increase.

Earnings
AD HOC NEWS • Oct 4, 2026
Ball Corporation stock gets a higher price target

Citi has raised its price target for Ball Corporation (BALL) stock from USD 72 to USD 75, reiterating a Buy rating. This upgrade follows Ball's Q2 2026 net sales reaching USD 3,997 million and comparable EPS increasing to USD 1.03. Despite the positive analyst action, the stock remains below its 52-week high, with the market focusing on whether earnings growth can translate into stronger cash generation given the company's negative free cash flow and significant debt.

Earnings
AD HOC NEWS • Oct 4, 2026
Equinix stock sets October 28 results date after Q2 growth

Equinix Inc. stock closed at $1,025.72 on October 2, 2026, and is set to discuss its third-quarter results on October 28, 2026. This follows a strong second quarter where revenue reached $2.62 billion, exceeding expectations, and diluted EPS was $4.83. Analysts maintain a "Strong Buy" consensus with an average 12-month price target of $1,234.19, indicating further upside for the stock.

Earnings
AD HOC NEWS • Oct 4, 2026
MBIA stock gains 2.56 percent as KBW cuts target to USD 7.00

MBIA stock rose 2.56 percent to USD 4.4000 on October 2, 2026, following a second quarter that saw a narrower GAAP loss and reduced exposure to Puerto Rico debt. Despite a maintained "Outperform" rating from KBW, the price target was lowered from USD 7.50 to USD 7.00. The insurer's Q2 2026 consolidated GAAP net loss narrowed to USD 46 million from USD 56 million in Q2 2025, with ongoing efforts to reduce Puerto Rico PREPA exposure.

Earnings
AD HOC NEWS • Oct 4, 2026
Constellation Energy stock trades at USD 257.49 after Amazon deal

Constellation Energy's stock trades at $257.49 after announcing a 20-year power purchase agreement with Amazon, covering 690 megawatts at its Calvert Cliffs Clean Energy Center. This deal secures future revenue and supports infrastructure investment, although its commercial value is longer-dated than immediate earnings. Analysts maintain a strong buy consensus with an average price target significantly above the current market price.

Get Headlines in Your Inbox

One email a day with the market-moving stories you actually need to read.