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The Latest Breaking News from Jefferies

Jefferies raises Polycab share price target after 30% rally in 2026. Here are 5 reasons why

Polycab India gained up to 4% after Jefferies raised its target price to Rs 10,920 and reiterated its Buy rating. The brokerage cited market share gains, data centre opportunities, a healthy order pipeline, diversified revenue streams and strong earnings growth expectations despite the stock’s sharp rally this year.

The Economic Times

PayPal winds down venture arm as fintech giant restructures under new CEO

The fintech is exploring the sale of parts of its portfolio on the secondary market.

Fortune

$320 billion danger: Jefferies warns 70 large EM funds are underweight India

Despite record FII outflows from Indian equities since September 2024, Jefferies said India remains a consensus underweight among emerging market investors. Its analysis of 70 EM funds managing $320 billion showed 61% remain underweight India. Concerns over rich valuations versus growth and uncertainty around the AI/DRAM cycle may delay foreign…

The Economic Times

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AI euphoria to end? Chris Wood warns mega IPOs, bond pressures may trigger tech correction

Jefferies strategist Christopher Wood has warned that the AI-driven stock rally may face a near-term correction amid rising bond yields, crowded positioning and upcoming mega IPOs. While AI spending remains strong, concerns over valuations, liquidity shifts and uncertain returns suggest increased volatility in global technology stocks.

The Economic Times

Cathie Wood Is Buying the Dip in Broadcom Stock

Visionary pioneer Cathie Wood is dip-buying Broadcom after its quarterly results.

Barchart

Good news for Indian mutual fund investors: SpaceX could join Nasdaq 100 after 15 trading days

SpaceX’s expected entry into the Nasdaq-100 could give Indian investors indirect exposure through Nasdaq-linked mutual funds. Jefferies says recent rule changes may allow faster index inclusion, potentially triggering passive fund buying. India currently has five Nasdaq-100 index schemes, though overseas investment limits have restricted fresh inflows into several global fund…

The Economic Times

SpaceX IPO: Why Wall Street biggies Chris Wood, others are not impressed with $1.8 trillion listing

Despite significant investor interest, Wall Street experts like Chris Wood and Aswath Damodaran express skepticism over SpaceX's $1.8 trillion IPO valuation. Concerns center on AI hype, overly optimistic market size assumptions, and potential market structure advantages that could artificially inflate demand post-listing.

The Economic Times

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As SpaceX Prepares Its IPO, Redwire Stock Is in the Spotlight. Why I would Pass on RDW Here.

Shares are up in the last month, but there are potential red flags.

Barchart

Meesho: Why Jefferies believes the stock could rally 34% from current levels

Jefferies sees significant growth for Meesho. The brokerage initiated coverage with a 'Buy' rating and a target price of Rs 225. This suggests a potential 34% rally for the stock. Meesho is well-positioned to benefit from India's expanding value-commerce market. The company targets price-conscious consumers, particularly in smaller cities. Jefferies…

The Economic Times

Jefferies upgrades Aegis Vopak shares to Buy, says correction overdone. Here’s why

Shares of Aegis Vopak Terminals gained after Jefferies upgraded the stock to Buy despite lowering its target price to Rs 240. The brokerage believes the recent correction has been excessive and expects long-term growth to be supported by capacity expansion, rising LPG demand and storage-led opportunities.

The Economic Times

From tax exemption to FCNR(B) deposits: How India is trying to attract foreign capital

India is taking steps to attract foreign investment and boost its economy. The Reserve Bank of India and the government have introduced new measures. These aim to bring in more dollars and stabilize the rupee. The initiatives include special swap facilities and tax exemptions for foreign investors. These actions are…

The Economic Times

Adani Energy buys IntelliSmart in Rs 3,050-cr deal, becomes India's largest smart metering platform

Adani Energy Solutions Ltd (AESL) has acquired IntelliSmart Infrastructure Pvt Ltd for Rs 3,050 crore, significantly expanding its smart metering platform to over 4.7 crore meters. This strategic move positions AESL as India's largest smart metering entity, bolstering its capabilities and supporting the modernization of the power distribution sector.

The Economic Times

Corbus Pharmaceuticals Teases Cancer, Obesity Data as Key Clinical Readouts Near

Corbus Pharmaceuticals (NASDAQ:CRBP) Chief Executive Yuval Cohen outlined the company’s near-term clinical readout schedule and development plans for its two lead drug candidates during a Jefferies fireside chat hosted by biotech analyst Amin Makarem. Cohen said the Norwood, Massachusetts-based dru

MarketBeat

Hemab Therapeutics Details Post-IPO Pipeline Push, Sutacimig Phase III Plans

Hemab Therapeutics (NASDAQ:COAG) Chief Executive Officer Benny Sorensen outlined the company’s development plans following its recent initial public offering during a fireside chat with Jefferies biotech analyst Maury Raycroft. Sorensen said Hemab is pursuing a strategy to build “a multiple product

MarketBeat

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The Independent UK

‘Beer should be better in 2026:’ Hospitality industries celebrate ahead of World Cup

World Cup beer sales expected to rise 5 percent from 2022 tournament

The Economic Times

India banks could raise $35-$40 billion via RBI's foreign currency deposit scheme, PNB CEO Ashok Chandra says

Indian banks anticipate raising up to $40 billion through foreign currency deposits. The Reserve Bank of India is backing a new scheme to attract dollar inflows. This initiative aims to strengthen the rupee. Banks will offer attractive interest rates to overseas customers. Punjab National Bank plans to raise $3 billion…

The Economic Times

FIFA 2026: Brokerages bet on sector winners as soccer World Cup set to kick off

The 2026 FIFA World Cup will bring billions to host nations. Analysts expect a surge in spending on hotels, airlines, and retail. Beer sales are also set to rise. Media companies and online betting platforms will see increased revenue. This global event is poised to boost economies significantly.

The Economic Times

Adani Energy Solutions vs Power Grid Corp: Which stock is Jefferies betting on?

Jefferies remains bullish on both Adani Energy Solutions and Power Grid Corp but sees significantly stronger growth in AESL, driven by transmission expansion and smart metering. The brokerage expects AESL’s earnings growth to outpace Power Grid and believes improving valuations and execution momentum could support a potential re-rating.

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The Economic Times

AI-driven data centre demand far outstrips supply despite record hyperscaler spending: Jefferies

Global demand for data centres continues to significantly outpace available supply, creating a structural shortage that is expected to persist for years as artificial intelligence (AI) adoption accelerates, according to a report by Jefferies.

MarketBeat

Certara Outlines AI Push, Cost Cuts and New Growth Engines at Jefferies Conference

Certara (NASDAQ:CERT) executives outlined the company’s strategic realignment, artificial intelligence initiatives and cost priorities during a discussion at Jefferies’ 2026 Global Healthcare Conference, with newly appointed Chief Executive Officer Jon Resnick saying the company is focused on creati

MarketBeat

CareDx Highlights 39% Q1 Growth, Naveris Oncology Push at Jefferies

CareDx (NASDAQ:CDNA) executives outlined the company’s growth strategy, first-quarter performance and pipeline priorities during a presentation at the Jefferies Healthcare Conference, emphasizing transplant diagnostics, specialty oncology and digital workflow integration. John Hanna, chief executiv

MarketBeat

Bruker Signals Growth Pivot as Semiconductor and Overseas Orders Gain Steam

Bruker (NASDAQ:BRKR) is seeing stronger order momentum across several end markets, with semiconductor metrology, non-U.S. academic and government customers, and parts of its diagnostics business helping offset continued weakness in U.S. academic funding, a company representative said at a Jefferies

The Economic Times

FIFA 2026 World Cup to boost beer sales by over 1,000,000,000 pints: Event to boost global GDP by more than $41 billion

The 2026 FIFA World Cup is set to significantly boost global beer consumption, with over a billion pints expected. Analysts predict a 0.3% increase in beer industry volumes. The month-long event will also drive consumer spending across hospitality, travel, and retail sectors. Billions in economic activity are anticipated, benefiting companies…

The Economic Times

China's chipmakers emerge as rising force in AI memory market: Report

The report highlighted that China's leading NAND flash maker, Yangtze Memory Technologies Corp (YMTC), and top DRAM producer, ChangXin Memory Technologies (CXMT), are advancing their IPO plans at a time when demand for AI-related memory chips is surging globally.

MarketBeat

Black Diamond Therapeutics Touts Silevertinib Lung Cancer Data, Eyes FDA Path

Black Diamond Therapeutics (NASDAQ:BDTX) is positioning its lead oncology drug candidate, silevertinib, as a potential treatment for non-small cell lung cancer patients with non-classical EGFR mutations, Chief Executive Officer Mark Velleca said during a Jefferies fireside chat following the company

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