$SNEX

Cal-Maine Foods (CALM) faces earnings pressure from rising feed costs, despite stabilizing egg prices. StoneX analyst Ben Klieve downgraded the stock to Hold and removed his $100 price target.

StoneX reaffirmed a Buy rating and $25 price target for Mama’s Creations (NASDAQ:MAMA) after its quarterly results exceeded expectations. The company reported 53.88% revenue growth, a net cash position of $134 million, and retail expansion with Kroger and Costco. Shares rose modestly in aftermarket trading.

StoneX reaffirmed a Buy rating and $240 price target on XPO, citing strong LTL trends and pricing discipline. XPO's Q2 2026 earnings beat estimates, with revenue up 13% YoY. Moody's upgraded XPO's rating to Ba1, while BofA maintained a Buy rating but lowered its target to $228. XPO's stock is up 36% YTD, with a market cap of $22.46B.

StoneX initiated coverage on Lennar (NYSE:LEN) with a Hold rating, citing its high-volume production model and structural housing supply shortages. The stock has fallen 37.6% over the past year and trades near its 52-week low. Lennar reported an 8% revenue decline in its homebuilding segment for the first half of 2026, with gross profit margins dropping from 18.2% to 15.4%. S&P Global Ratings downgraded Lennar's outlook to stable, while Argus lowered its price target to $108 from $125.

StoneX initiated coverage on Lennar (LEN) with a 'Hold' rating, citing cautious market conditions. GuruFocus values LEN at $126.73, suggesting a 33.4% undervaluation. LEN has a GF Score of 68/100, with strengths in profitability but weaknesses in growth. Analysts have mixed views, with recent price target adjustments.

Stocks of Morningstar, Moody's, Goldman Sachs, Lazard, and StoneX rose 2.9%-3.3% after Fed Governor Waller signaled support for steady interest rates, citing disinflation trends. Waller noted PCE inflation dropped from 4.76% to 3.05% but warned of uncertainties. Market-implied odds for a September rate hike fell to 48.4%.

Bakkt's Chief Commercial Officer, Daniel Ishag, discussed the complexities of building institutional-grade crypto infrastructure at a StoneX seminar, highlighting Bakkt's competitive advantage. Bakkt's technology and regulatory stack are highly regarded, with partners needing significant time and investment to replicate it. The company offers 24/7 stablecoin settlements and global licensing, positioning it as a key player in the crypto market. Bakkt's trading volume is currently at 0, but its fo

FOREX.com, a StoneX Group subsidiary, launched overnight Japan Stock CFDs and Knock-Out Options, tradable from 5:25pm to 5:00am JST. The service covers 30 Japanese equities, including Toyota (7203.T) and Sony (6758.T). StoneX Group (NASDAQ: SNEX) aims to provide flexibility for investors to respond to market developments outside regular hours.

StoneX Group will acquire Banco Travelex, Brazil's first FX-focused bank, to expand its payments and foreign exchange services. The deal, pending approval, will add local banking infrastructure, including PIX capabilities and multi-currency accounts. StoneX aims to integrate Banco Travelex's services with its global offerings, enhancing its Latin American presence. The transaction is expected to close within 12 months.

StoneX Commodity Solutions, a subsidiary of StoneX Group Inc. (NASDAQ: SNEX), acquired Advanced Marketing Group, LLC (AMG), an agricultural ingredient trading company. ACT Capital Advisors advised AMG on the transaction, highlighting StoneX's global reach to expand AMG's business model.