UBS Group AG Registered Ordinary Shares (UBS)

Shares of animal health company Elanco (NYSE:ELAN) jumped 3% in the pre-market session after the company received approval from the European Commission for its canine dermatitis treatment, Zenrelia. 

Shares of specialty construction contractor company EMCOR (NYSE:EME) jumped 8.7% in the afternoon session after an analyst at UBS raised the company's price target ahead of its upcoming earnings report. 

Shares of online marketplace Etsy (NASDAQ:ETSY) jumped 3.1% in the morning session after the stock hit a new 52-week high of $66.21, fueled by strong recent performance and positive analyst updates. The e-commerce platform's stock had already seen a significant climb, rising 48% over the past couple of months and gaining over 8% in the past week alone. 

Shares of auto parts and accessories retailer O’Reilly Automotive (NASDAQ:ORLY) jumped 4.8% in the afternoon session after the company reported strong second-quarter 2025 financial results and raised its full-year outlook. The auto parts retailer announced a 4.1% increase in comparable store sales and an 11% rise in diluted earnings per share to $0.78 for the second quarter. Total revenue for the period grew 6% to $4.53 billion, while net income rose 7% to $669 million. Following the strong performance, O'Reilly raised its full-year 2025 guidance for comparable store sales. The positive report prompted favorable reactions from Wall Street analysts. For instance, UBS raised its price target on the stock to $115, and Wells Fargo increased its target to $105.

Shares of healthcare insurance company Molina Healthcare (NYSE:MOH) fell 14.4% in the afternoon session after the company reported second-quarter earnings that missed analyst expectations and lowered its full-year financial guidance due to rising medical costs. The health insurer's adjusted earnings per share of $5.48 fell short of the $5.62 analyst estimate, driven by margin pressure from higher-than-expected medical expenses. The company's Medical Care Ratio (MCR), which measures how much premium revenue is spent on medical care, increased to 90.4% from 88.6% in the prior year. Consequently, Molina revised its full-year 2025 adjusted earnings guidance to be no less than $19.00 per diluted share, a reduction from a previously lowered target. The company cited a “challenging medical cost trend environment” for the results, which also included a negative operating cash flow of $112 million for the first half of the year.

The Trump administration's "AI Action Plan" and Google's increased data center spending are likely to buoy Nvidia stock and others.

RTX stock is expensive when valued on earnings. Valued on free cash flow... it's even more expensive.

Shares of online dating app Bumble (NASDAQ:BMBL) jumped 7.8% in the afternoon session after an analyst at UBS raised the price target on the stock and positive sentiment lifted consumer-focused companies. UBS analyst Chris Kuntarich increased the firm's price target on Bumble to $7.50 from $6.00 while maintaining a "Neutral" rating on the shares. The move came amid a broader rally for consumer internet stocks. Market sentiment received a boost after the announcement of a new U.S.-Japan trade deal, which eased investor concerns over international trade disputes by lowering proposed tariffs on certain imports. This development was seen as a positive for the economy, potentially supporting consumer purchasing power. For a company like Bumble, whose revenue depended on users paying for subscriptions and premium features, signs of a confident consumer were a positive indicator.

Microsoft stock has been crowned an AI winner, but it will need to prove its bona fides with its fiscal Q4 report next week.

Shares of healthcare insurance company Molina Healthcare (NYSE:MOH) fell 3.8% in the afternoon session after TD Cowen lowered its price target on the stock to $283 from $369, citing elevated medical costs. 

Shares of online marketplace Etsy (NASDAQ:ETSY) jumped 3.1% in the pre-market session after the company received positive attention from Wall Street analysts, including an upgrade from Morgan Stanley and a price target increase from UBS. 

Retail investor engagement surged on Stocktwits, with messages jumping over 900% in 24 hours following the upbeat Q2 earnings.

Shares of health insurance company Oscar Health (NYSE:OSCR) fell 3.1% in the morning session after the stock continued a sharp decline from the previous session, which was fueled by multiple analyst downgrades and broader weakness in the healthcare plans sector. 

Wall Street analysts see renewed strength in Unity Software, citing improved ad performance, rising sentiment, and product upgrades.

All of a sudden, everyone on Wall Street loves Unity Software stock.

UBS expects the US economy to slow significantly in 2025, projecting real GDP growth to fall to around 1%.

The food and beverage giant has been under pressure for several quarters, weighed down by shifting consumer preferences toward healthier options, stiff competition, and broader weakness in consumer spending.

Apple is aiming to release its first folding-screen iPhone in late 2026, a Wall Street stock analyst says. Rival Samsung is years ahead.

Index trends show that consumer discretionary stocks gained marginally, while consumer staple stocks declined.

Several Wall Street analysts have upwardly revised their year-end targets for the S&P 500 in recent weeks.

Shares of biopharmaceutical company Bristol Myers Squibb (NYSE:BMY) fell 3.5% in the afternoon session after a cautious analyst note from UBS highlighting significant upcoming expenses and other headwinds. Ahead of its second-quarter earnings report, UBS reiterated its "Neutral" rating on the stock. The firm's note pointed to several challenges, including an expected $1.5 billion expense for in-process research and development (IPR&D) related to a collaboration with BioNTech. This charge is anticipated to reduce the company's earnings per share (EPS) by approximately $0.60. The report also touched on broader investor concerns, such as the impact of Medicare's Part D redesign on several of the company's high-priced drugs and the looming patent expirations for key products. These factors contribute to a more cautious outlook on the pharmaceutical giant's near-term profitability and growth prospects.