Today: 7 February 2026
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Analyst Insights News 2 January 2026 - 3 February 2026

CAT stock holds near $691 after a 5% jump — analysts cite backlog as traders eye fresh U.S. data

CAT stock holds near $691 after a 5% jump — analysts cite backlog as traders eye fresh U.S. data

Caterpillar shares surged 5.1% to $690.91 on Monday, holding steady in early premarket trading Tuesday. The move followed a jump in the U.S. manufacturing PMI to 52.6, renewed tariff concerns, and analyst price-target hikes. Caterpillar reported record quarterly sales last week and projects a $2.6 billion tariff impact for 2026. The January U.S. jobs report has been delayed due to the partial government shutdown.
3 February 2026
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Robert Half stock (RHI) jumps 28% after earnings; analysts lift targets and jobs data loom

Robert Half stock (RHI) jumps 28% after earnings; analysts lift targets and jobs data loom

Robert Half shares surged 27.76% to $34.61 Friday, then slipped 0.3% after hours. The company reported Q4 revenue of $1.302 billion and EPS of $0.32, both down year-over-year, but pointed to improving sequential trends. Truist and JPMorgan raised price targets after the earnings release. Investors await Monday’s open and key U.S. labor data due February 6.
1 February 2026
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Bloom Energy stock drops 7% as analyst buzz cools with earnings in sight

Bloom Energy stock drops 7% as analyst buzz cools with earnings in sight

Bloom Energy shares fell about 7% to $154 by midday Thursday, reversing part of a two-day rally that set a 52-week high. The drop followed new analyst coverage and price targets, with Barclays initiating at Equalweight and Baird raising its target to $172. Investors await fourth-quarter results on Feb. 5, focusing on orders and capacity. The broader fuel-cell sector also declined as tech stocks slid.
29 January 2026
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Qualcomm stock price today: QCOM slips despite $0.89 dividend as analysts flag catalyst gap

Qualcomm stock price today: QCOM slips despite $0.89 dividend as analysts flag catalyst gap

Qualcomm shares fell 0.6% to $160.47 Friday afternoon after announcing a $0.89 quarterly dividend. RBC began coverage with a neutral rating and a $180 target, while TD Cowen cut its target to $190. The stock has dropped for five straight days and sits over 20% below its 52-week high. Investors await the Feb. 4 earnings call for updates on handset and AI demand.
16 January 2026
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Lam Research stock pops before the open as analysts turn bullish ahead of earnings

Lam Research stock pops before the open as analysts turn bullish ahead of earnings

Lam Research shares rose 6.5% to $222.38 in premarket trading Thursday after new analyst coverage and price target hikes from Stifel and RBC Capital. Stifel cited over 40% growth in Lam’s 2025 system sales and raised its price target to $250, while RBC set a $260 target. Lam had dropped 2.6% Wednesday on heavy volume. Investors await Lam’s late January earnings for signs of broader demand.
15 January 2026
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Danaher stock slips as analysts lift targets ahead of JPM Healthcare Conference, earnings

Danaher stock slips as analysts lift targets ahead of JPM Healthcare Conference, earnings

NEW YORK, Jan 7, 2026, 21:13 EST — Market closed Danaher Corporation (DHR.N) stock slipped on Wednesday, closing at $235.60, down 0.42%. The shares were last up 0.16% in extended trading. The life-sciences and diagnostics group is heading into a crowded calendar. Danaher said Chief Executive Rainer M. Blair will present at the J.P. Morgan Healthcare Conference in San Francisco on Jan. 13, and it has set its fourth-quarter earnings call for Jan. 28. Evercore ISI analyst Vijay Kumar raised his 12-month price target — an estimate of where a stock could trade — to $250 from $245 and kept
8 January 2026
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Uber stock price forecast: Robotaxi debut, analyst targets and the next catalysts for UBER

Uber stock price forecast: Robotaxi debut, analyst targets and the next catalysts for UBER

New York, January 7, 2026, 15:28 EST — Regular session Uber Technologies shares rose 0.7% to $86.10 on Wednesday after Uber and partners Lucid and Nuro debuted a production-intent robotaxi at CES, the Consumer Electronics Show, in Las Vegas. Uber, which sold its self-driving unit to Aurora Innovation in 2020, has since leaned on partnerships to bring robotaxis onto its app. The stock traded between $85.16 and $87.73. The robotaxi push matters now because it puts a fresh question on Uber’s stock price forecast: how much of each fare Uber keeps when cars drive themselves. Melius Research cut Uber to
7 January 2026
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Albemarle stock jumps nearly 10% as analysts lift targets on lithium rebound

Albemarle stock jumps nearly 10% as analysts lift targets on lithium rebound

NEW YORK, Jan 6, 2026, 13:25 ET — Regular session Albemarle Corp (ALB.N) shares rose 9.9% to $160.62 in early afternoon trading on Tuesday, after closing at $146.13 the day before. The stock hit an intraday high of $164.88. The move matters because Albemarle’s earnings and cash flow tend to track lithium prices, which have been squeezed by a supply glut since late 2022. Investors are now focusing on grid storage — large battery packs that store power for the electricity grid — as a fast-growing source of battery demand. A Reuters report this week said lithium demand for energy
6 January 2026
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Costco stock faces a key test next week as analyst keeps $1,100 target

Costco stock faces a key test next week as analyst keeps $1,100 target

NEW YORK, Jan 2, 2026, 10:41 ET Costco stock slipped on Friday as Telsey Advisory Group reiterated its Outperform rating — a call for the shares to beat the broader market — and kept a $1,100 price target ahead of the retailer’s December sales report. The brokerage expects comparable sales to rise 2.2% for the month, down sharply from a year earlier, Investing.com reported. Investing The January 7 update is one of the first holiday read-outs among major U.S. retailers and is closely watched because Costco publishes monthly sales results in addition to quarterly earnings. The release also lands against
2 January 2026
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Stock Market Today

Caterpillar stock price jumps 7% to $726 as Dow cracks 50,000 — what matters next week

Caterpillar stock price jumps 7% to $726 as Dow cracks 50,000 — what matters next week

7 February 2026
Caterpillar shares surged 7.1% to $726.20 Friday, driving the Dow above 50,000 for the first time. The move erased recent losses and followed insider selling by Group President Bob De Lange earlier in the week. Deere and CNH Industrial also gained as investors rotated into industrial stocks. Markets await next week’s U.S. jobs and inflation data.
Amazon stock slides as $200B AI spending plan meets cautious profit outlook

Amazon stock slides as $200B AI spending plan meets cautious profit outlook

7 February 2026
Amazon shares fell 9% Friday after the company announced plans for $200 billion in 2026 capital spending, mainly for AWS and AI, and issued a first-quarter profit outlook below estimates. The stock drop could erase $200 billion in market value. Fourth-quarter net sales rose 14% to $213.4 billion, while free cash flow declined due to higher spending on AI infrastructure.
Blockchain’s New Pitch: Tracking Supply-Chain Emissions for a Price

Blockchain’s New Pitch: Tracking Supply-Chain Emissions for a Price

7 February 2026
Blockchain industry groups are promoting supply-chain emissions tracking and data transparency, not crypto trading, as key business uses. Companies face mounting pressure to map Scope 3 emissions, which are often hard to verify. Past blockchain supply-chain projects, including Maersk’s TradeLens, struggled with adoption when partners failed to participate.
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