Wall Street Feels the Heat (and Thrill): Fed Cuts, Tariffs & Mega-Mergers Set NYSE Buzz
1 March 2026
39 mins read

Stock Market Today 01.03.2026


LIVEMarkets rolling coverageStarted: Updated:

Legal & General Tops FTSE 100 Dividend Yield at 8.27% Amid Stable Earnings

March 1, 2026, 2:01 AM EST. Legal & General (LSE: LGEN) offers the highest forecast dividend yield on the FTSE 100 at 8.27%, backed by a strong dividend cover of 1.8 times earnings. Its share price grew modestly by 30% over the last decade, emphasizing dividends as the primary return source. Despite stable revenues from insurance and wealth management, growth prospects remain limited. The firm increased dividends by about 50% over ten years, and further rises could lift yields to around 12%, particularly with reinvestment of dividends. Known for resilience, Legal & General rebounded well during the 2008 and 2020 market crises, suggesting it remains a dependable option amid potential market volatility caused by emerging AI-related disruptions.

BlueNord Shares Rise After Tyra Hub Production Outlook Boosts Valuation

March 1, 2026, 2:00 AM EST. BlueNord (OB:BNOR) shares surged over 11% in the past week amid optimism about the Tyra Hub's production expansion in the North Sea, expected to more than double output by 2025. The company's estimated fair value stands at NOK567.60 per share, above the recent close of NOK512. BlueNord's three-year shareholder return reaches 62.52%, despite a slight 1-year decline. The company's price-to-earnings (P/E) ratio at 16.5 exceeds the European Oil and Gas sector average of 15.4, indicating some valuation risk. Exploration success at the HEMJ well has accelerated production prospects, supporting expectations of sustained revenue growth. Investors remain cautious of potential operational delays or adverse gas price shifts that could impact earnings forecasts.

CAVA Group Shares Surge Amid Valuation Concerns: Is It Overpriced Now?

March 1, 2026, 1:59 AM EST. CAVA Group's shares have soared by 30.8% over the past month, reaching $82.47. Despite this strong short-term rally, its Discounted Cash Flow (DCF) model estimates an intrinsic value of $53.90, suggesting the stock is overvalued by about 53%. Analysts point to CAVA's rapid expansion in fast casual dining and strong customer appeal as drivers of investor interest. However, valuation metrics raise caution for long-term investors. The price-to-sales ratio remains relevant as profits develop since revenue is meaningful but earnings are still growing. Investors face a crucial decision amid competing signals of growth potential versus current market pricing risk.

CGI Shares Down 33% in a Year; Discounted Cash Flow Model Suggests 43.5% Undervaluation

March 1, 2026, 1:58 AM EST. CGI Inc (TSX:GIB.A) shares closed at C$99.76, down 33.1% over the past year. The Canadian IT and consulting firm's price decline contrasts with its strong fundamentals. A Discounted Cash Flow (DCF) analysis, which estimates intrinsic value based on future cash flows discounted to present value, values CGI at approximately C$176.63 per share. This implies a potential 43.5% undervaluation compared to the current market price. CGI trades at a price-to-earnings (P/E) ratio of 12.77, below the IT sector average of 19.05, reflecting market caution. Investors reassess CGI amid weaker sector performance, evaluating if the current price offers a buying opportunity based on long-term growth prospects and cash flow forecasts.

Planet Fitness (PLNT) Shares Slide 25% This Year but DCF Model Indicates Undervaluation

March 1, 2026, 1:57 AM EST. Planet Fitness (PLNT) shares have dropped 25.1% year to date, with recent declines reflecting investor concerns about membership trends and growth amid shifting fitness demands. The stock closed at $82.15, down nearly 10% over the past month. Despite this, a discounted cash flow (DCF) valuation model puts intrinsic value at $98.25 per share, suggesting the stock trades at a 16.4% discount and may be undervalued. The firm's latest free cash flow is around $250 million, with forecasts rising to $503 million by 2030. However, broader valuation checks rate Planet Fitness poorly, with only 1 out of 6 metrics indicating undervaluation. Investors are advised to weigh current risks against these calculated valuations before making decisions.

Top 3 Blue-Chip Stocks to Buy After Market Pullback in February 2024

March 1, 2026, 1:56 AM EST. February saw a sharp stock market pullback amid AI disruption fears and tariff concerns. Deere & Co., up 35% YTD, leads with AI-driven agricultural machinery innovations like autonomous tractors. GE Vernova, surging 34% YTD, benefits from expected spikes in energy demand tied to AI growth, offering diverse power solutions. Microsoft faced pressure from AI-focused software sell-off but remains a key player in tech. Market pullbacks offer buying opportunities in these blue-chip stocks positioned to thrive amid AI and infrastructure shifts.

Wall Street Analyst Predicts Bitcoin Could Hit $500,000 by 2030

March 1, 2026, 1:43 AM EST. Bitcoin, currently trading near $67,000 with a $1.3 trillion market cap, faced recent volatility but could surge again, says Geoff Kendrick, head of digital asset research at Standard Chartered. He cautions short-term price declines due to ETF outflows but predicts Bitcoin will rebound to $100,000 this year and reach $500,000 by 2030. Kendrick highlights growing institutional investment and ETFs as key stabilizers. This outlook aligns with Ark Invest, which forecasts Bitcoin may reach up to $710,000 by 2030, driven primarily by institutional adoption via spot ETFs. The long-term bull case compares Bitcoin to gold as a "store of value" asset, expected to gain value from increased institutional trust and market maturation.

Nasdaq Investor Day 2026 Highlights $3B Buyback, AI and Blockchain Expansion

March 1, 2026, 1:41 AM EST. Nasdaq unveiled ambitious plans at its 2026 Investor Day, focusing on its cloud scaling, deployment of thousands of AI agents, and advancing blockchain-powered market modernization. The company raised its medium-term financial targets with solutions revenue growth projected at 9%-12% and announced a $3 billion share repurchase program plus a dividend increase to $0.31 per share. Nasdaq CEO Adena Friedman emphasized their evolution into a trusted financial system fabric, highlighting a $38 billion serviceable addressable market and pursuit of regulatory approval for extended 23/5 trading. Blockchain integration aims to capture a $3-$6 billion opportunity by reducing post-trade inefficiencies and enhancing collateral mobility. The company's 13% revenue CAGR over five years and 56% operating margin illustrate a solid, software-like business profile.

Institutional Buying Boosts Liquidity on Singapore Exchange in Early 2026

March 1, 2026, 1:40 AM EST. SGX-listed stocks recorded an average daily turnover of S$1.7 billion in the first two months of 2026, driven by broad institutional participation across sectors including industrials, real estate (excluding REITs), and technology. Retail investors favored financial services, REITs, and healthcare. Notable transactions included Valuemax Group's 34.8 million share block trade to diversify its institutional base, CapitaLand India Trust's S$150 million placement for Bengaluru developments, and Marco Polo Marine's equity placement approved by SGX. iX Biopharma raised S$15 million through a placement to support a US government contract. These moves align shareholder expansion with balance sheet strengthening and earnings growth. Institutional investors such as abrdn Asia and Amova Asset Management participated, highlighting growing confidence in Singapore-listed equities.

DoorDash Exits Four Markets, Refocuses Growth Strategy Amid Regulatory Risks

March 1, 2026, 1:25 AM EST. In February 2026, DoorDash announced it would exit Qatar, Singapore, Japan, and Uzbekistan, aiming to concentrate investments on markets with stronger growth potential. The move is part of a strategic pivot away from broad international expansion toward achieving scale in fewer regions. DoorDash's 2025 full-year sales hit $13.7 billion with $935 million net income, highlighting a profitable footing despite market exits. The company continues to invest in services like reservations, advertising, and automation, seen as catalysts for earnings growth. However, regulatory pressures on its gig worker model remain a significant near-term risk. DoorDash projects $20.4 billion revenue and $3.2 billion earnings by 2028, implying a 56% valuation upside. Investors should weigh these forecasts against ongoing cost pressures and evolving business risks.

Alphabet Price Target Raised 10.21% to €313.36 Amid Changing Fund Sentiment

March 1, 2026, 1:08 AM EST. The average one-year price target for Alphabet (WBAG:GOOA) rose 10.21% to €313.36 per share from €284.34 on Feb. 3, 2026, reflecting strong analyst confidence. The latest target range spans €159.56 to €376.60, averaging a 107.71% gain over the closing price of €150.86. Fund ownership dipped slightly by 0.19%, with 6,904 institutions holding 5.08 billion shares, a 1.68% decrease recently. Portfolio weight in Alphabet increased by 12.87%. Major holders like Geode Capital Management increased shares by 1.82%, reflecting a 26.92% portfolio allocation boost, while Norges Bank reported a significant stake addition. Price T Rowe Associates and SPDR S&P 500 ETF Trust showed minor holding shifts but increased allocations. Bank of America reduced its portfolio weight by 65.54% despite a slight increase in shares owned.

Can Prudential Boost Your £10k to £14k in 12 Months? FTSE 100 Insights

March 1, 2026, 12:52 AM EST.Prudential (LSE: PRU) stands out in the FTSE 100 with unanimous Buy or Outperform analyst ratings, signaling strong growth potential. Its share price rose 56% in 2025, and targets suggest up to a 44.1% rise in the next year, potentially turning a £10,000 investment into over £14,000. However, its 1.60% dividend yield lags behind competitor Aviva's 5.65%. Investors might see this lower yield as a sign of growth prospects, backed by Prudential's track record of dividend increases in 22 of the last 25 years. Market unpredictability remains a risk, but Prudential presents a compelling case for those seeking growth within the London index.

ZTO Express Stock Rises Amid Mixed Valuation Signals

March 1, 2026, 12:40 AM EST. ZTO Express (NYSE:ZTO) shares surged 11% over the past month and 17% in three months, hitting $24.38. The logistics company shows strong short-term momentum against a challenging five-year return of -22%. Analysts' average price target of $24.87 closely matches the current price, suggesting limited mispricing. However, valuation models diverge: the dominant fair value estimate at $23.87 indicates slight overvaluation, while a discounted cash flow model values the stock at $43.62, implying significant upside. Key drivers include cost savings from automation, digitization, and AI adoption that reduce operational costs and enhance margins. Risks remain significant, especially from intense price competition and uncertain returns on automation investments. Investors should weigh recent growth optimism against longer-term uncertainties and varying valuation perspectives.

Victory Capital Holdings (VCTR) Shares Face Short-Term Pullback Amid Solid Multi-Year Gains

March 1, 2026, 12:38 AM EST. Victory Capital Holdings (VCTR) shares have dropped 8.5% over the past week following a strong multi-year run that saw a sevenfold gain over three years and a 10.5% return in the last 12 months. The firm operates in the competitive U.S. diversified financials sector, balancing fee-based asset management with passive investing pressures. Valuation analysis using the Excess Returns model estimates an intrinsic value of $72.95 per share, suggesting the current price of $69.18 is about 5% undervalued. Victory Capital passes three of six valuation tests, indicating a fair pricing near current levels. Investors should monitor the company's positioning amid industry dynamics and valuation shifts to gauge future opportunities or risks.

NSE Shares to Bypass Own Platform in IPO, Conduct Offer for Sale Instead – CEO Ashish Chauhan

March 1, 2026, 12:37 AM EST. The National Stock Exchange (NSE) will not list its shares on its own platform due to Indian regulations barring self-listing, stated CEO Ashish Chauhan. Instead, NSE will list on another exchange, such as the Bombay Stock Exchange (BSE). The upcoming initial public offering (IPO) will be an Offer for Sale (OFS), meaning no fresh capital will be raised; existing shareholders will sell stakes directly. NSE received a no-objection certificate from the Securities and Exchange Board of India (SEBI) and is preparing its Draft Red Herring Prospectus (DRHP). Chauhan cautioned that IPO valuation around $50 billion is speculative and pricing depends on market conditions at launch. This move reflects India's regulatory framework separating exchange operations from oversight.

AIC Mines (ASX:A1M) Valuation Review After Strong H1 Sales and Profit Growth

March 1, 2026, 12:24 AM EST. AIC Mines (ASX:A1M) reported half-year sales of A$110.59 million and net income of A$17.35 million, exceeding last year's figures. The stock has surged 46.81% over 90 days and delivered a 79.22% total return over one year, reflecting strong investor interest. Trading at A$0.69, the company has a price-to-earnings (P/E) ratio of 22.7x, slightly below its estimated fair P/E of 24.9x, but above the sector average of 22x and peer average of 18x. This signals market optimism on future earnings growth but also highlights potential risks if copper prices or project execution falter. A discounted cash flow (DCF) model values the stock much higher at A$10.61, indicating significant perceived undervaluation. Investors should weigh these contrasting valuations amid mixed market signals.

Is NVR Undervalued After Recent Share Price Stabilization?

March 1, 2026, 12:23 AM EST. NVR's stock price has remained largely flat, with a minor 0.8% drop over the last week and a 1.5% decline in 30 days. Despite this, the homebuilder has delivered strong longer-term returns of 43.3% over three years and 62.6% over five years. Analysts highlight sector headwinds in U.S. housing markets as reasons for recent muted performance. A discounted cash flow (DCF) valuation estimates NVR's intrinsic value at about $9,625 per share, suggesting the stock trades approximately 21.9% below fair value based on future free cash flow projections. The price-to-earnings (P/E) ratio further informs valuation, reflecting market expectations of earnings relative to risk. Current metrics propose NVR may be undervalued, though the company's future outlook hinges on broader housing market conditions and growth prospects.

Berkshire Hathaway (BRK.A) Shares Undervalued by Nearly 40% Amid Mixed Returns

March 1, 2026, 12:22 AM EST. Berkshire Hathaway's stock price closed at $757,000, reflecting mixed returns including a 2.3% decline over the past year but gains of 60% over three years. Using an Excess Returns model, which measures profit above required shareholder returns, the company's intrinsic value is estimated at $1,255,786 per share. This implies shares trade at a 39.7% discount, indicating undervaluation. The model factors in Berkshire's book value, earnings per share, and cost of equity, showing the company generates sufficient returns to justify a higher price. Despite short-term variability, Berkshire's diversified holdings and capital allocation remain key factors for investors weighing its valuation. Further details are available in the company's valuation reports.

BCE Stock Shows Significant Undervaluation Amid Recent Price Rebound

March 1, 2026, 12:21 AM EST. Shares of BCE Inc. (TSX:BCE) recently closed at CA$35.85, showing modest gains over the past month and year. Despite a 25.6% decline over the last three years, recent analysis signals potential undervaluation. A discounted cash flow (DCF) model estimates an intrinsic value of CA$87.26 per share, implying BCE trades at a 58.9% discount. The DCF approach forecasts free cash flow rising from CA$2.7 billion currently to CA$4.3 billion by 2030. These findings suggest BCE's recent price rebound may not fully reflect its underlying value, highlighting possible buying opportunities. Investors should consider broader sector dynamics and risks, but current valuation metrics position BCE as a potentially attractive investment in Canadian telecom.

Uniti Group (UNIT) Valuation Check Amid Recent Price Decline

March 1, 2026, 12:07 AM EST. Uniti Group (UNIT) shares slipped about 2% in one day and declined 15% over the past week, reversing earlier gains. Despite a 13.7% annual revenue growth, UNIT's current market price near $7.32 hovers close to a fair value estimate of $7.48 based on long-term cash flow forecasts. Analysts project revenue growth of 46.9% over the next three years, but rising leverage and refinancing risks cloud the outlook. Simply Wall St's discounted cash flow (DCF) model values UNIT lower at $4.84, suggesting potential overvaluation. Investors face a tough choice between optimistic growth narratives and cautionary cash flow assumptions as UNIT navigates its recent volatility and market expectations.

Nifty Faces Volatility After US-Israel Iran Attack, Crude Prices May Surge

March 1, 2026, 12:06 AM EST.Nifty fell sharply late Friday, closing below its 200-day moving average amid escalating Middle East tensions after a US and Israel strike on Iran. Asian and Indian markets will react on Monday alongside US futures. Barclays forecasts crude oil prices could hit $100 per barrel, pressuring Indian refiners but benefiting upstream producers like ONGC and Oil India. The Indian rupee might weaken further. Stocks with Middle East exposure such as L&T, Kalyan Jewellers, and Welspun Corp face risk due to Iran's retaliation impacting GCC regions. Technical analysis signals further downside for Nifty to 24,700, with resistance at 25,400. The Nifty Bank index closed at support of 60,500, with possible drops to 59,800 or 59,000 if markets open lower.

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