U.S. Analyst Ratings — Friday, October 2, 2026
The current ratings point to a selective U.S. market. New coverage was generally positive for asset managers, trading platforms, biotechnology and selected technology stocks, while REIT recommendations were mixed. Upgrades showed continued interest in companies with clear growth prospects, but downgrades and lower bank targets signalled caution about earnings and valuation. The overall outlook remains constructive for individual stocks rather than uniformly bullish across sectors
Updates (108):
Abbott Labs (ABT) — Rothschild & Co Redburn upgraded the stock from Neutral to Buy with a price target of $127.
Acadia Realty Trust (AKR) — Truist resumed coverage with a Buy rating and a price target of $22.
Agree Realty (ADC) — Truist resumed coverage with a Buy rating and a price target of $75.
Airbnb (ABNB) — KeyBanc Capital Markets upgraded the stock from Sector Weight to Overweight with a price target of $191.
AirJoule Technologies Corp. (AIRJ) — D. Boral Capital initiated coverage with a Buy rating and a price target of $8.
Alerus Financial (ALRS) — Piper Sandler upgraded the stock from Neutral to Overweight with a price target of $38.
Allegro Microsystems (ALGM) — RBC Capital Markets initiated coverage with an Outperform rating and a price target of $50.
Americold Realty Trust (COLD) — Scotiabank upgraded the stock from Sector Perform to Sector Outperform with a price target of $16.
Apollo Global Management (APO) — Wells Fargo initiated coverage with an Equal Weight rating and a price target of $127.
Ares Management (ARES) — Wells Fargo initiated coverage with an Overweight rating and a price target of $136.
ARKO Petroleum Corp. (APC) — Mizuho upgraded the stock from Neutral to Outperform with a price target of $22.
Arxis (ARXS) — RBC Capital Markets upgraded the stock from Sector Perform to Outperform with a price target of $60.
AST SpaceMobile (ASTS) — B. Riley Securities downgraded the stock from Buy to Neutral with a price target of $65.
Avalyn Pharma (AVLN) — Raymond James initiated coverage with an Outperform rating and a price target of $60.
The Baldwin Group (BWIN) — UBS downgraded the stock from Buy to Neutral with a price target of $32.50.
Bank of America (BAC) — JPMorgan lowered its price target to $62.00 from $68.00 while maintaining an Overweight rating.
Better Home & Finance (BETR) — Cantor Fitzgerald upgraded the stock from Neutral to Overweight with a price target of $16.
BlackRock (BLK) — Wells Fargo initiated coverage with an Overweight rating and a price target of $1245.
Blackstone (BX) — Wells Fargo initiated coverage with an Equal Weight rating and a price target of $122.
Blue Owl Capital (OWL) — Wells Fargo initiated coverage with an Equal Weight rating and a price target of $10.
Brixmor Property (BRX) — Truist resumed coverage with a Buy rating and a price target of $31.
Broadstone Net Lease (BNL) — Truist upgraded the stock from Hold to Buy with a price target of $21.
Brookfield Asset Mgmt (BAM) — Wells Fargo initiated coverage with an Overweight rating and a price target of $41.
Bullish (BLSH) — Wells Fargo initiated coverage with an Equal Weight rating and a price target of $38.
Carlyle Group (CG) — Wells Fargo initiated coverage with an Equal Weight rating and a price target of $43.
Cboe Global Markets (CBOE) — Goldman Sachs upgraded the stock from Sell to Neutral with a price target of $300.
Cboe Global Markets (CBOE) — Wells Fargo initiated coverage with an Equal Weight rating and a price target of $301.
Central Pacific Financial (CPF) — Hovde Group initiated coverage with a Market Perform rating and a price target of $38.
Charles Schwab (SCHW) — Wells Fargo initiated coverage with an Equal Weight rating and a price target of $105.
Citigroup (C) — JPMorgan lowered its price target to $147.00 from $149.00 while maintaining an Overweight rating.
CME Group (CME) — Wells Fargo initiated coverage with an Overweight rating and a price target of $301.
Coinbase Global (COIN) — Piper Sandler raised its price target to $170.00 from $146.00 while maintaining a Neutral rating.
Coinbase Global (COIN) — Wells Fargo initiated coverage with an Equal Weight rating and a price target of $200.
CubeSmart (CUBE) — Truist resumed coverage with a Buy rating and a price target of $41.
Curbline Properties (CURB) — Truist resumed coverage with a Buy rating and a price target of $33.
Datadog (DDOG) — FBN Securities initiated coverage with an Outperform rating and a price target of $325.
Design Therapeutics (DSGN) — Wells Fargo initiated coverage with an Overweight rating and a price target of $26.
Edison (EIX) — Jefferies downgraded the stock from Hold to Underperform with a price target of $42.
Enliven Therapeutics (ELVN) — Morgan Stanley initiated coverage with an Overweight rating and a price target of $70.
EOG Resources (EOG) — Truist raised its price target to $160.00 from $153.00 while maintaining a Hold rating.
Equity Bancshares (EQBK) — Piper Sandler downgraded the stock from Overweight to Neutral with a price target of $52.
Essential Properties Realty Trust (EPRT) — Truist resumed coverage with a Buy rating and a price target of $31.
Extra Space Storage (EXR) — Truist upgraded the stock from Hold to Buy with a price target of $147.
Federal Realty (FRT) — Truist resumed coverage with a Hold rating and a price target of $116.
First Busey Corp (BUSE) — Piper Sandler downgraded the stock from Overweight to Neutral with a price target of $30.
Foghorn Therapeutics (FHTX) — BTIG Research downgraded the stock from Buy to Neutral.
Foghorn Therapeutics (FHTX) — TD Cowen downgraded the stock from Buy to Hold.
Foghorn Therapeutics (FHTX) — Wedbush downgraded the stock from Outperform to Neutral with a price target of $2.
Forgent Power Solutions (FPS) — Bernstein initiated coverage with an Outperform rating and a price target of $48.
Graham (GHM) — JPMorgan initiated coverage with an Overweight rating and a price target of $120.
Hamilton Lane (HLNE) — Wells Fargo initiated coverage with an Overweight rating and a price target of $103.
Helmerich & Payne (HP) — UBS initiated coverage with a Buy rating and a price target of $49.
Hess Midstream Partners (HESM) — JPMorgan downgraded the stock from Neutral to Underweight with a price target of $39.
Hewlett Packard Enterprise (HPE) — Daiwa Securities upgraded the stock from Neutral to Outperform with a price target of $75.
Horizon Bancorp (HBNC) — Piper Sandler upgraded the stock from Neutral to Overweight with a price target of $24.
Independent Bank (IBCP) — Piper Sandler upgraded the stock from Neutral to Overweight with a price target of $42.
Innovative Industrial Properties (IIPR) — Huntington initiated coverage with an Outperform rating and a price target of $60.
Interactive Brokers (IBKR) — Wells Fargo initiated coverage with an Overweight rating and a price target of $102.
Intercontinental Exchange (ICE) — Wells Fargo initiated coverage with an Underweight rating and a price target of $159.
InvenTrust Properties (IVT) — Truist resumed coverage with a Hold rating and a price target of $32.
IQM Quantum Computers (IQMX) — TD Cowen initiated coverage with a Buy rating.
IsoEnergy Ltd. (ISOU) — RBC Capital Markets initiated coverage with an Outperform rating.
Kimco Realty (KIM) — Truist resumed coverage with a Hold rating and a price target of $24.
KKR (KKR) — Wells Fargo initiated coverage with an Equal Weight rating and a price target of $97.
LB Pharmaceuticals (LBRX) — Needham initiated coverage with a Buy rating and a price target of $68.
Liquidia Technologies (LQDA) — Wells Fargo downgraded the stock from Overweight to Equal Weight with a price target of $30.
LPL Financial (LPLA) — Wells Fargo initiated coverage with an Overweight rating and a price target of $362.
Macerich (MAC) — Truist resumed coverage with a Buy rating and a price target of $26.
NASDAQ (NDAQ) — Wells Fargo initiated coverage with an Equal Weight rating and a price target of $100.
NETSTREIT (NTST) — Truist resumed coverage with a Buy rating and a price target of $21.
NNN REIT (NNN) — Truist initiated coverage with a Hold rating and a price target of $45.
Northrop Grumman (NOC) — RBC Capital Markets downgraded the stock from Outperform to Sector Perform with a price target of $525.
NVIDIA (NVDA) — Morgan Stanley set its price target at $230.00.
NVIDIA (NVDA) — Wells Fargo set its price target at $210.00.
Onto Innovation (ONTO) — RBC Capital Markets initiated coverage with an Outperform rating and a price target of $400.
Oracle (ORCL) — Citigroup reiterated its Market Outperform rating.
Oracle (ORCL) — Citizens JMP reiterated its Market Outperform rating with a price target of $285.00.
Patterson-UTI (PTEN) — UBS initiated coverage with a Neutral rating and a price target of $13.
Pershing Square, Inc. (PS) — Wells Fargo downgraded the stock from Equal Weight to Underweight.
Priority Technology Holdings (PRTH) — B. Riley Securities downgraded the stock from Buy to Neutral with a price target of $8.05.
Public Storage (PSA) — Truist resumed coverage with a Buy rating and a price target of $317.
Raymond James (RJF) — Wells Fargo initiated coverage with an Equal Weight rating and a price target of $172.
Realty Income (O) — Truist initiated coverage with a Hold rating and a price target of $60.
Regency Centers (REG) — Truist resumed coverage with a Buy rating and a price target of $84.
Robinhood Markets (HOOD) — Wells Fargo initiated coverage with an Equal Weight rating and a price target of $125.
Sable Offshore Corp. (SOC) — JPMorgan initiated coverage with an Overweight rating and a price target of $10.
SailPoint (SAIL) — KeyBanc Capital Markets initiated coverage with a Sector Weight rating.
SEI Investments (SEIC) — Wells Fargo initiated coverage with an Overweight rating and a price target of $129.
Siemens AG (SIEGY) — Evercore ISI downgraded the stock from Outperform to In-line.
Sigma Lithium (SGML) — JPMorgan downgraded the stock from Overweight to Neutral with a price target of $11.
Simon Properties (SPG) — Truist resumed coverage with a Hold rating and a price target of $215.
SmartStop Self Storage REIT (SMA) — Truist downgraded the stock from Buy to Hold with a price target of $33.
StepStone Group (STEP) — Wells Fargo initiated coverage with an Overweight rating and a price target of $55.
Suja Life (SUJA) — Roth Capital initiated coverage with a Buy rating and a price target of $20.
TPG Inc. (TPG) — Wells Fargo initiated coverage with an Equal Weight rating and a price target of $47.
Tradeweb Markets (TW) — Wells Fargo initiated coverage with an Overweight rating and a price target of $118.
Triumph Financial (TFIN) — B. Riley Securities upgraded the stock from Neutral to Buy with a price target of $82.
U.S. Bancorp (USB) — JPMorgan lowered its price target to $65.00 from $69.00 while maintaining a Neutral rating.
Universal Music Group N.V. (UMGNF) — Barclays upgraded the stock from Equal Weight to Overweight.
Uranium Energy (UEC) — RBC Capital Markets initiated coverage with a Sector Perform rating and a price target of $10.
VEON (VEON) — Cantor Fitzgerald initiated coverage with an Overweight rating and a price target of $112.
Vistra Corp. (VST) — Siebert Williams Shank initiated coverage with a Buy rating and a price target of $202.
Vylor (VYLR) — BMO Capital Markets initiated coverage with an Outperform rating and a price target of $85.
Vylor (VYLR) — Morgan Stanley initiated coverage with an Overweight rating and a price target of $85.
Vylor (VYLR) — RBC Capital Markets initiated coverage with an Outperform rating and a price target of $85.
Wealthfront (WLTH) — Wells Fargo initiated coverage with an Overweight rating and a price target of $11.50.
Wells Fargo & Company (WFC) — JPMorgan lowered its price target to $91.50 from $95.50 while maintaining a Neutral rating.
WW (WW) — Northland Capital initiated coverage with an Outperform rating and a price target of $25.
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