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Company Analysis News 26 January 2026 - 27 January 2026

Rio Tinto share price slips as Glencore deadline nears and HSBC turns cautious

Rio Tinto share price slips as Glencore deadline nears and HSBC turns cautious

Rio Tinto shares fell 0.8% to 6,622 pence in early London trading Tuesday after HSBC downgraded the stock to “hold.” The move comes as Rio faces a Feb. 5 deadline to announce its intentions in merger talks with Glencore. Iron ore futures slipped in Asia, adding pressure. Perpetual Limited disclosed a 2.03 million share stake in Rio as part of ongoing regulatory filings.
27 January 2026
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British American Tobacco stock slips as Capital Group trims stake; buyback filing keeps BAT share price in focus

British American Tobacco stock slips as Capital Group trims stake; buyback filing keeps BAT share price in focus

British American Tobacco shares dipped 0.2% to 4,299p after The Capital Group Companies trimmed its voting stake to 18.87%. BAT bought back 101,395 shares on Jan. 23, planning to cancel them, leaving 2.18 billion shares outstanding. The company maintains a £1.3 billion buyback plan for 2026 amid subdued growth forecasts and regulatory pressures. Earnings are due Feb. 12.
27 January 2026
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Lynas share price slides 5% despite ASX rally as rare-earth policy bets churn

Lynas share price slides 5% despite ASX rally as rare-earth policy bets churn

Lynas Rare Earths fell 5.0% to A$16.01 at Tuesday’s close, underperforming a rising S&P/ASX 200, which gained 0.92%. Arafura dropped 6.9% and Iluka lost 4.6%. The declines came as investors weighed new U.S. government funding for rare earths and after Lynas reported a 30% drop in December-quarter NdPr output due to outages and maintenance.
27 January 2026
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RTX stock slips ahead of earnings as Airbus flags Pratt & Whitney engine bottlenecks

RTX stock slips ahead of earnings as Airbus flags Pratt & Whitney engine bottlenecks

RTX shares fell 0.9% to $194.13 Monday ahead of its earnings report due before Tuesday’s open. Airbus flagged ongoing delivery problems with Pratt & Whitney engines, raising pressure on RTX. Options trading suggests a 5% stock move after results. Wall Street expects earnings of $1.47 per share on $22.7 billion in revenue.
27 January 2026
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Amphenol stock price closes up 3% near a 52-week high as earnings loom

Amphenol stock price closes up 3% near a 52-week high as earnings loom

Amphenol Corp shares rose 3% to $155.56 Monday, nearing a 52-week high, on volume topping 10.5 million. The company reports fourth-quarter results Wednesday, with investors watching for updates on demand in data-center, industrial, and automotive markets. Amphenol previously projected Q4 sales of $6.0–$6.1 billion and adjusted EPS of 89–91 cents. The broader market also closed higher.
27 January 2026
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BNAI stock jumps 277% and then drops after hours: what to know about Brand Engagement Network

BNAI stock jumps 277% and then drops after hours: what to know about Brand Engagement Network

Brand Engagement Network Inc shares soared 276.7% to $62.08 Monday before dropping 27.3% in after-hours trading. The stock triggered at least eight Nasdaq volatility halts as volume hit 33 million shares. Traders cited last week’s Africa AI licensing deal as the catalyst. The company reported 2024 revenue near $99,790 and a net loss of $33.7 million.
27 January 2026
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Sandisk stock price slips after hours as Morgan Stanley lifts SNDK target to $483, Cantor to $550

Sandisk stock price slips after hours as Morgan Stanley lifts SNDK target to $483, Cantor to $550

Sandisk shares fell 0.6% to $470.80 Monday and dropped another 0.6% in after-hours trading, despite Morgan Stanley and Cantor Fitzgerald raising price targets ahead of Thursday’s earnings. Options markets are pricing in a possible 13.9% swing after results. Sandisk, spun off from Western Digital last year, will report fiscal Q2 results Jan. 29. Tradr ETFs launches a 2x leveraged Sandisk ETF on Tuesday.
27 January 2026
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Lam Research stock jumps near 3% as Evercore lifts target — what LRCX investors watch next

Lam Research stock jumps near 3% as Evercore lifts target — what LRCX investors watch next

Lam Research shares rose 2.9% to $224.18 by midday Monday after Evercore ISI raised its price target to $241. About 3.9 million shares traded as investors awaited Lam’s January 28 earnings call and the Federal Reserve’s midweek policy decision. Peers were mixed, with Applied Materials down 0.7% and KLA up 2.1%.
26 January 2026
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GE Aerospace stock hovers near $294 after JPMorgan target hike as tariffs, Boeing output dominate week

GE Aerospace stock hovers near $294 after JPMorgan target hike as tariffs, Boeing output dominate week

GE Aerospace shares traded at $294 midday Monday after swinging between $290.67 and $298.72. JPMorgan raised its price target to $335, maintaining an “overweight” rating. Investors watched for tariff impacts and awaited Boeing’s update on 737 production. GE posted Q4 adjusted profit of $1.57 per share on $11.87 billion revenue.
26 January 2026
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Legal & General share price rises early as gilts rally — and a March 11 deadline is coming

Legal & General share price rises early as gilts rally — and a March 11 deadline is coming

Legal & General shares rose 0.7% to about 260 pence in early London trading Monday. UK 10-year gilt yields dropped to 4.485%, drawing attention to life insurers ahead of L&G’s March results. Investors expect a softer UK pension buyout market, with 2025 deal values seen falling to £40 billion from £48 billion in 2024. The FTSE 100 slipped 0.1% at the open.
26 January 2026
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Stock Market Today

Diageo share price slips into the weekend as investors eye Feb. 25 results

Diageo share price slips into the weekend as investors eye Feb. 25 results

7 February 2026
Diageo shares closed down 1.48% at 1,760 pence on Friday, trailing a 0.59% gain in the FTSE 100. An updated analyst consensus points to a 2.0% fall in first-half organic net sales ahead of interim results due Feb. 25. Trading volume was light, and the stock remains over 22% below its 52-week high.
National Grid share price: what to know before London reopens after BoE signal

National Grid share price: what to know before London reopens after BoE signal

7 February 2026
National Grid shares closed at 1,285 pence in London on Friday, up 0.23%. The Bank of England held rates at 3.75% after a close vote, signaling possible cuts if inflation falls. National Grid announced a wireless power transmission study with Space Solar and marked five years of IFA2 interconnector operations. Its U.S. ADR ended at $88.06, up $1.17.
BAE Systems share price rises into weekend — what to watch before Monday’s London open

BAE Systems share price rises into weekend — what to watch before Monday’s London open

7 February 2026
BAE Systems shares closed up 1.2% at 1,879 pence on Friday, tracking gains in European defence stocks. The company’s market value stands near £54.8 billion. Investors await BAE’s full-year results on Feb. 18 for updates on cash returns and orders. GXO Logistics renewed and expanded its contract to support BAE’s Type 26 frigate program in Scotland.
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