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Morgan Stanley Maintains Sell on Ambev Amid Cost Pressures
Morgan Stanley reaffirmed its Sell recommendation on Ambev S.A., maintaining an R$11 price target due to aluminum cost concerns. The brewer's fourth-quarter net profit declined 9.9% year-over-year.
Hims & Hers Stock Stabilizes as Novo Deal Shifts Focus to Profitability
Hims & Hers Health shares traded near $23.82 Friday, stabilizing after a week of volatility driven by its new branded obesity drug agreement with Novo Nordisk. The shift from compounded medications raises margin concerns despite reducing regulatory risk.
Hims & Hers Soars on Novo Nordisk Partnership, Analyst Targets Rise
Shares of Hims & Hers Health skyrocketed approximately 49% over two sessions following a new distribution agreement with Novo Nordisk. The deal resolves a legal dispute and will bring branded GLP-1 drugs to the telehealth platform, leading several analysts to raise their price targets.
Pfizer's Eczema Candidate Tilrekimig Advances, Eyes Dupixent Rivalry
Pfizer announced its experimental eczema drug tilrekimig achieved its main goal in a mid-stage study, showing significant symptom improvement. The company plans to initiate a pivotal Phase 3 trial later this year.
Dubai Property Braces for Supply Surge as Moody's Warns of Price Slowdown
Dubai's real estate market faces a significant influx of new residential supply between 2026 and 2028, which analysts warn could temper price growth. Strong foreign investment, particularly from India, continues to underpin transaction activity.
Coca-Cola FEMSA, Estée Lauder, and Lithium Americas in Focus Amid Market Moves
Coca-Cola FEMSA reported robust 2025 earnings with steady valuation, while Estée Lauder shares reflect fair value despite recent declines. Lithium Americas faces questions after a share price drop.
Nu Holdings Secures Inter Miami Stadium Naming Rights in U.S. Expansion Drive
Nu Holdings Ltd. has acquired naming rights for Inter Miami CF's new 26,700-seat stadium, now called Nu Stadium, as the Brazilian fintech seeks to expand its U.S. presence. The multiyear deal includes jersey branding starting in August.
Diageo Shares Under Pressure as Brokers Downgrade Amid U.S. Weakness
Diageo shares fell in London trading following a downgrade by HSBC to 'hold' and a reduced price target from TD Cowen. The spirits giant continues to face headwinds from sluggish U.S. demand and a recent guidance cut.
MercadoLibre Gains Despite JPMorgan Target Cut Amid Brazil Margin Concerns
MercadoLibre stock edged higher Monday, shrugging off a price target reduction by JPMorgan, which maintained an Overweight rating but flagged competitive margin pressures in Brazil.
MercadoLibre Gains Despite JPMorgan Target Cut Amid Brazil Margin Concerns
MercadoLibre stock advanced 0.9% to $1,773.22 Monday, even as JPMorgan reduced its price target to $2,650, highlighting competitive margin pressures in Brazil. Investors are monitoring inflation and upcoming corporate events.