After Hours Report

Last Updated: 27-Jan-26 17:46 ET | Archive

After hours report provides a review of the day’s stock market and treasury market session performance with a recap of indices, sector, and industry performance, trends, as well as key news items that impacted the markets. Get a run-down of general news events, broker ratings changes, key after hours earnings reports and guidance, and highlights of events scheduled for the next day. On Fridays, the After Hours Report is a recap of the week’s stock market activity.


Seagate Tech and Texas Instruments sharply higher following earnings

The major averages finished mixed today as investors digested another sizable batch of earnings reports and looked ahead to results from several mega-cap tech names later this week. Solid tech leadership helped the S&P 500 (+0.4%) notch fresh record highs, with the Nasdaq Composite (+0.9%) posting an even wider gain. Meanwhile, the DJIA (-0.8%) plotted a course firmly lower as it faced select earnings weakness. The Russell 2000 (+0.3%) managed to capture a slight gain, preventing a third consecutive day of weakness, while the S&P Mid Cap 400 finished flat.

The top-weighted information technology sector (+1.4%) captured the widest gain, with support coming on multiple fronts. 

Mega-cap leadership was solid, with Apple (AAPL 258.27, +2.86, +1.12%) and Microsoft (MSFT 480.58, +10.30, +2.19%) continuing to chart gains ahead of their earnings reports, while NVIDIA (NVDA 188.52, +2.05, +1.10%) joined in on the action amid a rebound in the chipmaker space.  The Vanguard Mega Cap Growth ETF (+0.7%) finished off its session highs but still managed to notch a solid gain for the third consecutive session as momentum returns to the market's weightiest names. 

The PHLX Semiconductor Index (+2.4%) received an additional boost from memory storage names such as Micron (MU 410.24, +21.15, +5.44%) ahead of Seagate Tech's (STX 371.76, +13.47, +3.76%) earnings report after the close. 

Corning (GLW 109.76, +14.81, +15.60%) also traded higher ahead of its earnings release tomorrow morning, though the impressive move was more attributed to a CNBC report that Meta Platforms (META 672.97, +0.61, +0.09%) will pay Corning $6 billion for fiber optic cable in its AI data centers through 2030.

Elsewhere, the utilities sector (+1.3%) made another nice move higher as the U.S. braces for more severe winter weather, with its largest component, NextEra Energy (NEE 87.15, +1.68, +1.97%), posting a solid gain after an EPS beat despite missing on revenues. 

The energy sector (+1.0%) rounds out the three S&P 500 sectors that finished with a gain of 1.0% or wider, supported by crude oil futures settling today's session $1.76 higher (+2.9%) at $62.39 per barrel. 

Gains elsewhere were relatively modest, though sector strength improved throughout the session as breadth figures turned modestly positive this afternoon after spending much of the session mixed. 

The health care sector (-1.7%) was not among the sectors that improved throughout the session, finishing the day with the widest loss by a fairly wide margin. The sector faced sharp retreats in insurance names such as Humana (HUM 207.99, -55.64, -21.11%) and UnitedHealth (UNH 282.69, -68.95, -19.61%) after the Trump administration called for a slight 0.09% net average year-over-year payment increase for Medicare Advantage and Part D policies versus an expected 4-6% increase.

UnitedHealth's weakness, which was exacerbated by weak Q1 guidance, weighed heavily on the DJIA today, sending it lower after entering the session just 0.5% beneath its all-time high level. 

Elsewhere, Brown & Brown (BRO 74.15, -5.47, -6.87%) was another post-earnings laggard in the financials sector (-0.7%), though the sector faced pressure in a majority of its names today after a solid performance yesterday. 

Other notable earnings-related moves include General Motors (GM 86.38, +6.95, +8.75%), Sysco (SYY 83.93, +8.30, +10.98%), Boeing (BA 244.56, -3.88, -1.56%) (which is another Dow component), and American Airlines (AAL 13.55, -1.02, -7.00%). 

All told, this week's busy slate of earnings reports proved to be a key driver of price action today. The mega-caps continue to trade higher in anticipation of their own earnings this week, with Meta Platforms, Microsoft, and Tesla (TSLA 430.91, -4.29, -0.99%) kicking off the "magnificent seven" earnings after the close tomorrow. With the S&P 500 back in record territory, it will be especially important for the mega-caps to deliver on their upcoming earnings releases to maintain momentum. 

Additionally, tomorrow will bring about the January FOMC decision, though this is largely expected to be a nonfactor as the market is not expecting another rate cut for several more cycles. However, the market will be closely tuned to Fed Chair Powell's presser for any signs of shifting sentiments within the Fed. 

U.S. Treasuries had a mixed showing on Tuesday, with 10s and 30s recording modest losses while the 2-year note outperformed after lagging on Monday. Shorter tenors resisted some intraday selling pressure even though today's $70 billion 5-year note auction met weaker demand than yesterday's stellar 2-year note sale. The 2-year note yield settled down two basis points to 3.57%, and the 10-year note yield settled up one basis point to 4.22%. 

  • Russell 2000: +7.5% YTD
  • S&P Mid Cap 400: +5.4% YTD
  • Nasdaq Composite: +2.5% YTD
  • DJIA: +2.0% YTD
  • S&P 500: +1.9% YTD

Reviewing today's data:

  • November FHFA Housing Price Index 0.6% (Briefing.com consensus 0.3%); Prior 0.4%
  • November S&P Case-Shiller Home Price Index 1.4% (Briefing.com consensus 1.2%); Prior 1.3%
  • January Consumer Confidence 84.5 (Briefing.com consensus 90.0); Prior was revised to 94.2 from 89.1
    • The key takeaway from the report is that consumer concerns about both the present situation and expectations for the future deepened, driving the overall index to a level that was lower than the depths seen during the COVID pandemic.

Overseas:

  • Europe: DAX -0.1%, FTSE +0.6%, CAC +0.3%
  • Asia: Nikkei +0.9%, Hang Seng +1.4%, Shanghai +0.2%

Commodities:

  • Crude Oil +1.76 @ 62.39
  • Nat Gas +0.50 @ 7.31
  • Gold +1.20 @ 5082.60
  • Silver -8.22 @ 106.06
  • Copper -0.16 @ 5.86

After-Hours Spotlight:

  • Enova International (ENVA) beats by $0.29, reports revs in-line...ENVA -2.3%
  • F5 Networks (FFIV) beats by $0.79, beats on revs; guides Q2 EPS in-line, revs above consensus; raises FY26 EPS and revenue guidance above consensus...FFIV +10.6%
  • Logitech Int'l SA (LOGI) beats by $0.17, reports revs in-line; guides Q4 revs in-line...LOGI -0.9%
  • Nextpower (NXT) beats by $0.16, beats on revs; guides FY26 EPS above consensus, revs in-line; approves share repurchase program up to $500 mln...NXT +8.6%
  • PPG Industries (PPG) misses by $0.07, beats on revs; guides FY26 EPS in-line...PPG -1.2%
  • Qorvo (QRVO) beats by $0.31, reports revs in-line; guides MarQ EPS below consensus, revs below consensus...QRVO -7.6%
  • Seagate Tech (STX) beats by $0.28, beats on revs; guides Q3 EPS above consensus, revs above consensus...STX +7.3%
  • Stride (LRN) beats by $0.12, reports revs in-line; guides Q3 revs in-line; reaffirms FY26 revs guidance...LRN +18.7%
  • Texas Instruments (TXN) misses by $0.01, reports revs in-line; guides Q1 EPS in-line, revs in-line...TXN +8.6%
  • TTM Technologies (TTMI), Dutch Bros (BROS), Advanced Energy Industries (AEIS), and American Healthcare REIT (AHR) set to join S&P MidCap 400...TTMI +0.4%, BROS +3.1%, AEIS -0.9%, AHR +2.9%

Fair Value for Wednesday, January 28:

  • S&P 500: 7,008
  • Nasdaq 100: 26,066
  • DJIA: 49,154
Today's News Summary:

For a full rundown of today's market and after hours developments, see Live In Play

  • Earnings/Guidance (Full Earnings Calendar):
    • Agilysys (AGYS) misses by $0.04, beats on revs; guides FY26 revs above consensus
    • Airbus (EADSY) reports strong helicopter orders and deliveries in 2025
    • Alexandria RE (ARE) beats by $0.02, beats on revs; guides FY26 FFO in-line
    • American Airlines (AAL) misses by $0.21, reports revs in-line; guides Q1 EPS in-line, revs above consensus; guides FY26 EPS in-line
    • Americold Realty Trust (COLD) reaffirms Q4 FFO guidance
    • Applied Industrial (AIT) beats by $0.02, reports revs in-line; narrows FY26 EPS guidance, still in-line, raises low end of sales growth guidance range
    • Boeing (BA) reports Q4 (Dec) results, beats on revs; company backlog grew to a record $682 bln; reports positive free cash flow
    • Brown & Brown (BRO) beats by $0.03, misses on revs
    • Community Financial System (CBU) beats by $0.45, beats on revs
    • Crane (CR) beats by $0.12, beats on revs; guides FY26 EPS in-line; promotes Alex Alcala to be its next CEO; increases dividend by 11%
    • First Bancorp (FBP) beats by $0.04
    • First Merchants (FRME) beats by $0.03; Total loans grew $197.4 million, or 5.8% annualized
    • General Motors (GM) beats by $0.24, misses on revs; guides FY26 EPS in-line
    • Graco (GGG) reports EPS in-line, revs in-line; sees FY26 organic sales growth in the low-single digits
    • HCA (HCA) beats by $0.55, reports revs in-line; guides FY26 EPS in-line, revs in-line; increases share buyback authorization by $10 bln; increases dividend
    • Hope Bancorp (HOPE) beats by $0.02, beats on revs
    • Integra Resources (ITRG) announces Q4 gold production from Florida Canyon Mine
    • Invesco (IVZ) beats by $0.04, reports revs in-line
    • JetBlue Airways (JBLU) misses by $0.03, beats on revs; Issues outlook for 1Q26 and FY26, sees FY26 adjusted operating margin of breakeven or better
    • Kimberly-Clark (KMB) beats by $0.05, reports revs in-line; provides outlook
    • Northrop Grumman (NOC) beats by $0.25, reports revs in-line; guides FY26 EPS below consensus, revs below consensus
    • Northwest Bancshares (NWBI) beats by $0.02
    • Nucor (NUE) misses by $0.18, misses on revs; Expects 1Q26 earnings to increase compared to 4Q25
    • Polaris Industries (PII) beats by $0.04, beats on revs; guides FY26 EPS below consensus
    • Popular (BPOP) reports Q4 (Dec) results, NII increased $11.0 mln yr/yr
    • ProPetro (PUMP) guides Q4 reveue above consensus
    • Roper (ROP) beats by $0.07, misses on revs; guides Q1 EPS below consensus; guides FY26 EPS in-line, revs below consensus
    • RTX (RTX) beats by $0.08, beats on revs; guides FY26 EPS in-line, revs in-line
    • Runway Growth Finance (RWAY) issues downside Q4 net investment income per share guidance
    • Sanmina (SANM) beats by $0.25, beats on revs; guides Q2 EPS in-line, revs below consensus
    • Synchrony Financial (SYF) reports Q4 (Dec) results, misses on revs
    • UnitedHealth (UNH) beats by $0.01, reports revs in-line; guides FY26 EPS above consensus, revs below consensus
    • UPS (UPS) beats by $0.18, beats on revs; guides FY26 revs above consensus
    • Western Alliance Bancorp (WAL) beats by $0.20, beats on revs
    • W.R. Berkley (WRB) reports EPS in-line, misses on top line
    • WSFS Financial (WSFS) beats by $0.20, beats on revs
  • General News
    • Republicans are proposing options to Democrats to avoid changing the government funding bill, but Democrats are not accepting those proposals. Government funding expires on Friday for 6 government departments, according to Politico
    • President Trump threatens a 25% tariff on South Korean products, according to Bloomberg
    • South Korea reassures the U.S. on investment pledges after President Trump threatened to increase tariffs, according to Reuters
    • President Trump signaling de-escalation of immigration operations in Minneapolis, according to Axios
    • CMS proposes 2027 Medicare Advantage and Part D payment policies to improve payment accuracy and sustainability
    • ACEA reports EU New car registrations: +1.8% in 2025; battery-electric 17.4% market share; Tesla (TSLA) registrations down 20%
    • Airlines cut more flights amid another winter storm, according to Bloomberg
    • EU and India conclude landmark free trade agreement
    • Japan and the U.S. are considering synthetic diamond production as part of an investment plan, according to Reuters 
    • The Trump administration warns South Korea not to target technology firms; recent discussions involve Coupang (CPNG), according to WSJ
    • Aclaris Therapeutics (ACRS) announced recent positive preclinical results from its potent and selective ITK/JAK3 inhibitor ATI-2138 in a murine model of severe alopecia areata
    • Adeia (ADEA) expands executive leadership team
    • AeroVironment (AVAV) announces completed installation and initial operation of a new Beyond Visual Line of Sight airspace management facility at the National Advanced Air Mobility Center of Excellence
    • Alibaba (BABA): Texas Gov. Greg Abbott has banned state employees from using products from Alibaba and Temu, according to Reuters
    • Alphabet (GOOG): Google expands AI Plus subscription availability to 35 more countries, including the U.S.
    • Amazon (AMZN) Web Services awarded a $581 mln Air Force contract to support the Cloud One Program
    • Amentum Holdings (AMTM) wins $730 mln EDF contracts to expand UK nuclear services
    • Americold Realty Trust (COLD) announces that Christopher Papa will join the Company as Executive Vice President and Chief Financial Officer, effective Monday, February 23
    • Apple (AAPL) sued over alleged antitrust violations tied to camera technology dispute - Reuters
    • Archer Aviation (ACHR) filed a motion to dismiss the complaint filed by Joby Aero (JOBY) against the Company, as previously disclosed on November 21, 2025; No hearing on the motion has been scheduled at this time, the Company intends to continue to vigorously defend this matter
    • Arrowhead (ARWR) has dosed the first subjects in a Phase 1/2a clinical trial of ARO-DIMER-PA, the company’s investigational RNA interference therapeutic being developed as a potential treatment for atherosclerotic cardiovascular disease due to mixed hyperlipidemia
    • Aurora Mobile (JG) announced a strategic partnership with the Shenzhen Stock Exchange
    • Autolus Therapeutics (AUTL) discloses that a subsidiary entered into a master service agreement with AGC Biologics for the manufacture and supply of lentiviral vector
    • Avista (AVA) selectes projects as part of its request for proposal process to identify new resources to support long-term reliability and customer needs
    • Blaize Holdings (BZAI): Nokia (NOK) partners with Blaize to expand edge and hybrid AI inference in Asia Pacific
    • Brightstar Lottery's (BRSL) Brightstar Global Solutions signed a long-term contract with the Wisconsin Lottery to deploy OMNIA
    • Cardiff Oncology (CRDF) announces positive update from its randomized phase 2 trial of onvansertib in first-line ras-mutated mCRC
    • CF Industries (CF) and POET (POET) launch low-carbon fertilizer pilot to cut ethanol production carbon itensity
    • CGI Group (GIB) announced a new global go-to-market alliance with OpenAI to help clients deploy advanced AI capabilities securely, responsibly, and at enterprise scale to drive measurable, transformative business outcomes
    • Citigroup (C): A former executive at Citigroup filed a lawsuit against the company for alleged sexual misconduct, according to WSJ
    • Collective Mining (CNL) announces assay results for two directional diamond drill holes designed to continue expanding the high-grade Ramp Zone along strike northwards and at depth
    • Corning (GLW): Meta (META) will pay Corning $6 bln for fiber optic cable in its AI data centers through 2030, according to CNBC
    • Credit Acceptance Corp. (CACC) Chief Analytics Officer Arthur L. Smith and Chief Sales Officer Daniel A. Ulatowski to retire
    • Customers Bancorp (CUBI): Customers Bank appoints Stephen Wyremski as COO
    • Cytokinetics (CYTK) announces that MYQORZO(aficamten) is now available for prescription in in the U.S. for the treatment of adults with symptomatic obstructive hypertrophic cardiomyopathy
    • D-Wave Quantum (QBTS) announces that Florida Atlantic University has signed an agreement to purchase and install an Advantage2 annealing quantum computer at its Boca Raton campus; also announces key product and technology milestones that underscore accelerating customer adoption and progress
    • D-Wave Quantum (QBTS) announces a collaboration to develop quantum-classical hybrid applications for complex U.S. air and missile defense planning challenges
    • Eldorado Gold (EGO) announces strong exploration results of multiple new high-grade zones in Canada and Greece and increases 2026 exploration investment, reinforcing confidence in discovery strategy
    • Ford (F) & General Motors (GM) in discussions for First Brands financing (JEF), according to FT
    • Greenwich LifeSciences (GLSI) provides update on FLAMINGO-01 cash burn rate and financing strategy
    • Grupo Aeroportuario Del Sureste (ASR) announces that shareholders approve two company resolutions at the General Ordinary Shareholders' Meeting
    • Humana (HUM) and other health insurance stocks trading sharply lower as Trump Administration proposes roughly flat rates for Medicare insurers next year, according to Wall Street Journal
    • ICON plc (ICLR) announces a significant expansion of oncology research capabilities within its Accellacare Site Network through the opening of the Brian Moran Cancer Institute at Duly Health and Care in Illinois
    • Interparfums (IPAR) announces 15-year extension of its exclusive worldwide license agreement with Guess? for the continued creation, development and distribution of its fragrances
    • Intuitive Machines (LUNR): NASA selects Intuitive Machines to support tracking for Artemis II
    • Ivanhoe Electric (IE) and SQM enter into Typhoon driven mineral exploration and collaboration agreement in Chile to explore for new copper deposits beneath electrically resistive caliche
    • Johnson & Johnson (JNJ): FDA approves daratumumab and hyaluronidase-fihj with bortezomib, lenalidomide, and dexamethasone for newly diagnosed multiple myeloma
    • Johnson & Johnson (JNJ): DARZALEX FASPRO-based quadruplet regimen approved in the U.S. for newly diagnosed patients with multiple myeloma who are transplant ineligible
    • Leidos (LDOS): Neuberger Berman Capital Solutions, along with funds managed by Neuberger Berman Private Markets announces the exit of its minority investment in ENTRUST Solutions Group through a sale to Leidos for ~$2.4 bln
    • Matador Resources (MTDR) increases hedge position and provides updates on 2025 A&D activity and improved well performance
    • McEwen Mining (MUX) returns significant intersection at gold bar mine complex in Nevada: 5.55 gpt Gold over 44.2 Meters; transformation into a long-life mine continues
    • Mesoblast (MESO) reports real-world Ryoncil data show strong pediatric SR-aGvHD survival
    • Meta (META) aiming to test new subscriptions, according to Tech Crunch
    • New Found Gold Corp. (NFGC) announced key advancements at its 100%-owned Queensway Gold Project
    • PDD Holdings (PDD) peer Shein might face EU investigation, according to Reuters
    • Pinterest (PINS) announced the board-approved global restructuring plan that includes a reduction in force that is expected to affect less than 15% of the Company’s workforce
    • Plymouth Industrial REIT (PLYM): Makarora completes acquisition of Plymouth Industrial REIT for $2.1 Billion
    • Prosperity Bancshares (PB) announces stock repurchase program of up to 5%, or approximately 4.87 million shares
    • Provident Finl (PFS) authorizes new stock repurchase program
    • Rayonier Adv. Materials (RYAM) has decided not to advance its participation in the Altamaha Green Energy project
    • Roche Hldg (RHHBY) unit Genentech reports Phase II data for CT-388 in obesity
    • Rocket Lab USA (RKLB) announces the arrival of its “Hungry Hippo” captive fairing – a world-first for a commercial rocket – to Virginia for its Neutron rocket
    • Salesforce (CRM) wins $5.6 bln U.S. Army IDIQ to support modernization and readiness
    • Surf Air Mobility (SRFM) partnered with the Hawaii Department of Transportation and BETA Technologies (BETA) on the RFP application for the Electric Vertical Takeoff and Landing Integration
    • Vale S.A. (VALE) provides update on Fábrica and Viga operations following municipal order
    • Vale S.A. (VALE) clarified news item published on the Valor Econômico newspaper
    • Willis Towers Watson (WTW) acquisition of Newfront, a San Francisco-based, top 40 U.S. broker combining deep specialty expertise and cutting-edge technology
  • Upgrades:
    • Affirm (AFRM) upgraded to Buy from Hold at Needham, tgt $100
    • Bank of Hawaii (BOH) upgraded to Outperform from Market Perform at Keefe Bruyette, tgt $91
    • BCE (BCE) upgraded to Equal Weight from Underweight at Barclays, tgt C$35
    • CoreWeave (CRWV) upgraded to Buy from Hold at Deutsche Bank, tgt $140
    • CoStar Group (CSGP) upgraded to Buy from Neutral at BTIG Research, tgt $80
    • FirstEnergy (FE) upgraded to Outperform from Peer Perform at Wolfe Research, tgt $50
    • Grainger (GWW) upgraded to Outperform from Perform at Oppenheimer, tgt $1,250
    • Magnolia Oil & Gas (MGY) upgraded to Equal Weight from Underweight at Wells Fargo, tgt $22
    • Okeanis Eco Tankers (ECO) upgraded to Buy from Neutral at Clarksons, tgt $46.05
    • Target (TGT) upgraded to Peer Perform from Underperform at Wolfe Research
    • TE Connectivity (TEL) upgraded to Outperform from Perform at Oppenheimer, tgt $270
    • Teleflex (TFX) upgraded to Buy from Hold at Needham, tgt $138
  • Downgrades:
    • Alcoa (AA) downgraded to Equal Weight from Overweight at Morgan Stanley, tgt $64
    • Alstom (ALSMY) downgraded to Hold from Buy at Kepler Cheuvreux
    • Ametek (AME) downgraded to Perform from Outperform at Oppenheimer
    • Bitdeer (BTDR) downgraded to Market Perform from Outperform at Keefe Bruyette, tgt $14
    • Bitfarms (BITF) downgraded to Market Perform from Outperform at Keefe Bruyette, tgt $3
    • DigitalBridge (DBRG) downgraded to Underperform from Strong Buy at Raymond James
    • Emerson (EMR) downgraded to Perform from Outperform at Oppenheimer
    • Enbridge (ENB) downgraded to Neutral from Overweight at JPMorgan, tgt C$69
    • Exelon (EXC) downgraded to Peer Perform from Outperform at Wolfe Research
    • Hive Digital (HIVE) downgraded to Market Perform from Outperform at Keefe Bruyette, tgt $3.50
    • Ichor Holdings (ICHR) downgraded to Perform from Outperform at Oppenheimer, tgt $32
    • Inspire Medical (INSP) downgraded to Sector Perform from Outperform at RBC Capital, tgt $90
    • Kinetik (KNTK) downgraded to Peer Perform from Outperform at Wolfe Research
    • Matador (MTDR) downgraded to Equal Weight from Overweight at Wells Fargo, tgt $47
    • Mobileye (MBLY) downgraded to Neutral from Buy at Arete, tgt $15.70
    • ONEOK (OKE) downgraded to Neutral from Overweight at JPMorgan, tgt $83
    • Procter & Gamble (PG) downgraded to Hold from Buy at TD Cowen, tgt $156
    • Siemens (SIEGY) downgraded to Reduce from Hold at Kepler Cheuvreux
    • TotalEnergies (TTE) downgraded to Reduce from Hold at Kepler Cheuvreux
    • Venture Global (VG) downgraded to Neutral from Overweight at JPMorgan, tgt $11
  • Others:
    • ADP (ADP) initiated with an Overweight at Cantor Fitzgerald, tgt $306
    • AstraZeneca (AZN) initiated with a Buy at Citigroup
    • Beta Bionics (BBNX) initiated with a Hold at TD Cowen, tgt $17
    • BioAge Labs (BIOA) initiated with an Overweight at Piper Sandler, tgt $73
    • Block (XYZ) initiated with an Overweight at Cantor Fitzgerald, tgt $87
    • CGI (GIB) assumed with a Sector Perform at Scotiabank, tgt C$140
    • Coinbase (COIN) assumed with an Overweight at Cantor Fitzgerald, tgt $277
    • Compass (COMP) reinstated with a Neutral at Goldman, tgt $14
    • Corpay (CPAY) initiated with an Overweight at Cantor Fitzgerald, tgt $385
    • Datadog (DDOG) initiated with a Buy at Daiwa, tgt $190
    • Erasca (ERAS) assumed with an Outperform at Mizuho, tgt $16
    • Fidelity National Information Services (FIS) initiated with an Overweight at Cantor Fitzgerald, tgt $72
    • Fiserv (FISV) initiated with a Neutral at Cantor Fitzgerald, tgt $70
    • Globus Medical (GMED) initiated with a Buy at TD Cowen, tgt $110
    • Global Payments (GPN) initiated with a Neutral at Cantor Fitzgerald, tgt $80
    • GSK (GSK) initiated with a Neutral at Citigroup
    • ING Groep (ING) initiated with a Hold at Jefferies
    • Insulet (PODD) assumed at Hold from Buy at TD Cowen, tgt $294
    • Intuitive Surgical (ISRG) initiated with a Buy at TD Cowen, tgt $660
    • Kyndryl Holdings (KD) assumed with an Outperform at Scotiabank, tgt $40
    • MasterCard (MA) initiated with an Overweight at Cantor Fitzgerald, tgt $650
    • Molecular Partners (MOLN) initiated with a Buy at H.C. Wainwright, tgt $13
    • Novo Nordisk (NVO) initiated with a Neutral at Citigroup
    • Novartis (NVS) initiated with a Buy at Citigroup
    • OrthoPediatrics (KIDS) initiated with a Buy at TD Cowen, tgt $23
    • Orthofix (OFIX) initiated with a Hold at TD Cowen, tgt $14
    • Paychex (PAYX) initiated with an Underweight at Cantor Fitzgerald, tgt $98
    • PayPal (PYPL) initiated with a Neutral at Cantor Fitzgerald, tgt $60
    • Remitly Global (RELY) initiated with an Overweight at Cantor Fitzgerald, tgt $17
    • Roche (RHHBY) initiated with a Buy at Citigroup
    • Sanofi (SNY) initiated with a Neutral at Citigroup
    • SI-Bone (SIBN) initiated with a Buy at TD Cowen, tgt $21
    • Sirius XM (SIRI) initiated with a Neutral at MoffettNathanson, tgt $21
    • Spotify (SPOT) initiated with a Neutral at MoffettNathanson, tgt $487
    • Strategy (MSTR) assumed with an Overweight at Cantor Fitzgerald, tgt $213
    • Stryker (SYK) transferred at Hold from Buy at TD Cowen, tgt $387
    • Tandem Diabetes (TNDM) coverage transferred with a Buy at TD Cowen, tgt $25
    • Versant Media Group (VSNT) initiated with a Neutral at Goldman, tgt $34
    • Visa (V) initiated with an Overweight at Cantor Fitzgerald, tgt $400
    • Warner Music (WMG) initiated with a Buy at MoffettNathanson, tgt $38
    • WEX (WEX) initiated with a Neutral at Cantor Fitzgerald, tgt $158
    • Western Union (WU) initiated with an Underweight at Cantor Fitzgerald, tgt $9
  • Econ Data (Wednesday):
    • 7:00 ET: Weekly MBA Mortgage Index (prior 14.1%)
    • 10:30 ET: Weekly crude oil inventories (prior +3.60 mln)
    • 14:00 ET: January FOMC Decision (Briefing.com consensus 3.50-3.75%; prior 3.50-3.75%)
  • Earnings:
    • Monday (Jan 26)
      • Pre-Market: BKR BOH LKFN STLD
      • After-Hours: AGYS ARE BRO CR FRME GGG NWBI NUE SANM WRB WAL WSFS
      Tuesday (Jan 27)
      • Pre-Market: AAL AIT BA CBU CVLT FBP HCA GM HOPE IVZ JBLU KMB NEE NOC PCAR PII BPOP ROP RTX SYF SYY UNP UNH UPS
      • After-Hours: BXP ENVA FFIV FCF GEF MANH NBHC NXT PKG PPG PFS QRVO RNST STX LRN TXN TRMK UMBF WSBC
    • Wednesday (Jan 28)
      • Pre-Market: APH ASML T ADP AVT BMI EAT GLW DHR ELV EXTR GEV GD LII LFUS MHO MNRO MSCI NAVI EDU OTIS PGR PB SMG SBUX SF TEVA TXT UMC VFC
      • After-Hours: ATGE AXS CHRW CALX CLS CCS CNMD DLX ELS ETD FICO FFBC FIBK HXL HLI IBM LRCX LSTR LVS LC LEVI LBRT MTH META MSFT MUR NFG PLXS RJF SEIC NOW SLG TSLA TTEK URI VIAV WM WHR
    • Thursday (Jan 29)
      • Pre-Market: AOS ALGM MO AMP BX BIP BFH BC CRS CAT CNX CFR DOV DOW EXP GPI HON IP KEX LHX LAZ LMT MAN HZO MRSH MA NDAQ NOK NSC OSK PH PHM RCI RCL SNY SAP SHW STM TMO TSCO TT VLO VLY VIRT XRX
      • After-Hours: ABCB APPF AAPL AJG AX BZH CACC DLB DXC DECK, EMN FHI HIG HOLX KLAC LPLA MXL MTX OLN OSIS PFSI RMD RHI SNDK SNDR SBCF SIGI SKYW SYK V WDC WY
    • Friday (Jan 30)
      • Pre-Market: APD AXP AON ARCB ALV CHTR CVX CHD CL XOM FHB FLG BEN GNTX HTH LYB REGN SOFI STEL VZ WT
      • After-Hours: None


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