U.S. Analyst Ratings: Thursday, October 1, 2026
The current upadate analyst coverage suggests a selective U.S. market outlook. Analysts cut many regional bank and financial services targets, while technology hardware and software drew several higher targets. Energy and biotechnology were mixed, with upgrades alongside downgrades and target cuts. The current analyst outlook favours company-specific opportunities over a broad bullish call for stocks.
Analyst Updates (141)
Accenture (ACN) — Evercore set its price target at $250.00 with an Outperform rating.
Accenture (ACN) — Jefferies reiterated its Hold rating.
Algonquin Power & Utilities (AQN) — Barclays lowered its price target to $6.00 from $7.00 while maintaining an Overweight rating.
Allstate (ALL) — Goldman Sachs lowered its price target to $250.00 from $280.00 while maintaining a Neutral rating.
American Express (AXP) — Evercore set its price target at $320.00.
Amrize (AMRZ) — Barclays initiated coverage with an Equal Weight rating and a $55.00 price target.
AON (AON) — JPMorgan lowered its price target to $362.00 from $412.00 while maintaining an Overweight rating.
Apple (AAPL) — Morgan Stanley lowered its price target to $355.00 from $360.00 while maintaining an Overweight rating.
Apple (AAPL) — Needham reiterated its Hold rating.
Atmos Energy (ATO) — Jefferies lowered its price target to $167.00 from $173.00 while maintaining a Hold rating.
AxoGen (AXGN) — Truist lowered its price target to $53.00 from $60.00 while maintaining a Buy rating.
Baldwin Insurance Group (BWIN) — JPMorgan downgraded the stock from Overweight to Neutral and raised its price target to $32.00 from $30.00.
Banc of California (BANC) — Piper Sandler lowered its price target to $22.00 from $23.00 while maintaining an Overweight rating.
Bank of America (BAC) — Evercore set its price target at $62.00.
Bank of America (BAC) — Truist lowered its price target to $62.00 from $65.00 while maintaining a Buy rating.
Bank of Hawaii (BOH) — Piper Sandler lowered its price target to $78.00 from $85.00 while maintaining a Neutral rating.
Bank of Marin Bancorp (BMRC) — Piper Sandler maintained its Neutral rating and set a $29.00 price target, down from $30.00.
Banner (BANR) — Piper Sandler lowered its price target to $71.00 from $74.00 while maintaining a Neutral rating.
BeOne Medicines (ONC) — JPMorgan raised its price target to $445.00 from $425.00 while maintaining an Overweight rating.
Bloom Energy (BE) — Barclays raised its price target to $308.00 from $276.00 while maintaining an Equal Weight rating.
BP (BP) — BTIG downgraded the stock to Neutral.
BP (BP) — Needham initiated coverage with a Hold rating.
Braze (BRZE) — BTIG reiterated its Buy rating with a $35.00 price target.
Bread Financial (BFH) — Evercore set its price target at $118.00.
Brown & Brown (BRO) — JPMorgan raised its price target to $83.00 from $80.00 while maintaining a Neutral rating.
Capital One Financial (COF) — Evercore set its price target at $220.00.
Carnival (CCL) — Wells Fargo lowered its price target to $34.00 from $36.00 while maintaining an Overweight rating.
Citigroup (C) — Evercore set its price target at $140.00.
Citizens Financial Group (CFG) — Evercore reiterated its Outperform rating with a $78.00 price target.
Columbia Banking System (COLB) — JPMorgan lowered its price target to $33.00 from $35.00 while maintaining a Neutral rating.
Customers Bancorp (CUBI) — JPMorgan lowered its price target to $92.00 from $96.00 while maintaining an Overweight rating.
D.R. Horton (DHI) — Morgan Stanley initiated coverage with an Equal Weight rating and a $151.00 price target.
D.R. Horton (DHI) — Goldman Sachs downgraded the stock from Buy to Overweight.
DICK’S Sporting Goods (DKS) — Truist lowered its price target to $128.00 from $135.00 while maintaining a Hold rating.
DraftKings (DKNG) — BTIG lowered its price target to $25.00 from $30.00 while maintaining a Buy rating.
Eli Lilly and Company (LLY) — BMO Capital Markets reiterated its Outperform rating.
Enliven Therapeutics (ELVN) — JPMorgan initiated coverage with an Overweight rating and a $75.00 price target.
Ethos Technologies Inc. Class A Common Stock (LIFE) — JPMorgan downgraded the stock from Overweight to Neutral with a $37.00 price target.
Evercore (EVR) — Goldman Sachs lowered its price target to $331.00 from $377.00 while maintaining a Buy rating.
Expand Energy (EXE) — Jefferies lowered its price target to $136.00 from $143.00 while maintaining a Buy rating.
ExxonMobil (XOM) — Wells Fargo changed its rating from Overweight to Equal Weight with a $182.00 price target.
FactSet Research Systems (FDS) — BMO Capital Markets reiterated its Market Perform rating with a $300.00 price target.
FactSet Research Systems (FDS) — Wells Fargo raised its price target to $250.00 from $210.00 while maintaining an Underweight rating.
First Citizens BancShares (FCNCA) — Citigroup reiterated its Neutral rating.
First Citizens BancShares (FCNCA) — JPMorgan lowered its price target to $2,300.00 from $2,450.00 while maintaining a Neutral rating.
First Hawaiian (FHB) — JPMorgan upgraded the stock from Underweight to Neutral and set a $29.00 price target from $30.00.
First Hawaiian (FHB) — Piper Sandler lowered its price target to $27.00 from $30.00 while maintaining a Neutral rating.
First Horizon (FHN) — Evercore reiterated its Hold rating with a $25.00 price target.
Flagstar Bank, National Association (FLG) — JPMorgan lowered its price target to $14.00 from $15.50 while maintaining a Neutral rating.
Flutter Entertainment (FLUT) — BTIG lowered its price target to $110.00 from $113.00 while maintaining a Buy rating.
Forbright (FRBT) — JPMorgan upgraded the stock from Neutral to Overweight and set a $22.00 price target from $23.00.
Freshpet (FRPT) — Needham initiated coverage with a Hold rating.
GE Vernova (GEV) — Evercore reiterated its Outperform rating with a $1,350.00 price target.
Goosehead Insurance (GSHD) — JPMorgan lowered its price target to $60.00 from $68.00 while maintaining a Neutral rating.
Grindr (GRND) — Citigroup reiterated its Market Outperform rating.
HA Sustainable Infrastructure Capital (HASI) — Jefferies reiterated its Buy rating with a $44.00 price target.
HCI Group (HCI) — Truist set its price target at $235.00.
Hewlett Packard Enterprise (HPE) — Barclays raised its price target to $83.00 from $79.00 while maintaining an Overweight rating.
Hewlett Packard Enterprise (HPE) — Citigroup raised its price target to $92.00 from $76.00 while maintaining a Buy rating.
Hewlett Packard Enterprise (HPE) — Morgan Stanley raised its price target to $72.00 from $67.00 while maintaining an Overweight rating.
Hewlett Packard Enterprise (HPE) — Truist maintained its Buy rating and set a $75.00 price target, up from $70.00.
Hewlett Packard Enterprise (HPE) — Wells Fargo raised its price target to $63.00 from $54.00 while maintaining an Equal Weight rating.
Incyte (INCY) — Wells Fargo raised its price target to $128.00 from $116.00 while maintaining an Equal Weight rating.
Infosys (INFY) — Goldman Sachs reiterated its Neutral rating with a $10.40 price target.
Integra LifeSciences (IART) — Truist upgraded the stock to Hold.
Interactive Brokers Group (IBKR) — Goldman Sachs reiterated its Buy rating with a $111.00 price target.
Jabil (JBL) — Barclays lowered its price target to $378.00 from $426.00 while maintaining an Overweight rating.
Jabil (JBL) — JPMorgan raised its price target to $430.00 from $425.00 while maintaining an Overweight rating.
KB Home (KBH) — Morgan Stanley initiated coverage with an Underweight rating and a $39.00 price target.
KeyCorp (KEY) — Evercore reiterated its Outperform rating with a $24.00 price target.
Kite Realty Group Trust (KRG) — Truist set its price target at $27.00 with a Hold rating.
Kura Oncology (KURA) — JPMorgan initiated coverage with an Overweight rating and a $30.00 price target.
Lazard (LAZ) — Goldman Sachs lowered its price target to $36.00 from $42.00 while maintaining a Sell rating.
Lennar (LEN) — Morgan Stanley initiated coverage with an Underweight rating and a $65.00 price target.
Levi Strauss & Co. (LEVI) — Jefferies lowered its price target to $25.00 from $27.00 while maintaining a Buy rating.
Liquidia (LQDA) — BTIG downgraded the stock from Buy to Neutral.
Liquidia (LQDA) — Jefferies upgraded the stock to Strong-Buy.
Liquidia (LQDA) — Needham lowered its price target to $72.00 from $110.00 while maintaining a Buy rating.
Live Nation Entertainment (LYV) — Citigroup reiterated its Market Outperform rating.
Lucid Diagnostics (LUCD) — Needham reiterated its Buy rating.
M&T Bank (MTB) — Evercore set its price target at $230.00.
Marsh & McLennan Companies (MRSH) — JPMorgan raised its price target to $215.00 from $212.00 while maintaining an Overweight rating.
Micron Technology (MU) — BMO Capital Markets reiterated its Outperform rating.
Micron Technology (MU) — Morgan Stanley reiterated its Overweight rating with a $1,200.00 price target.
Micron Technology (MU) — Needham reiterated its Buy rating with a $1,650.00 price target.
Micron Technology (MU) — Goldman Sachs set its price target at $1,250.00.
Microsoft (MSFT) — Wells Fargo raised its price target to $725.00 from $700.00 while maintaining an Overweight rating.
Moelis & Company (MC) — Goldman Sachs lowered its price target to $62.00 from $71.00 while maintaining a Neutral rating.
National Bank (NBHC) — Piper Sandler lowered its price target to $49.00 from $51.00 while maintaining an Overweight rating.
National Energy Services Reunited (NESR) — BMO Capital Markets initiated coverage with an Outperform rating and a $39.00 price target.
Northern Trust (NTRS) — Evercore set its price target at $183.00.
NVR (NVR) — Morgan Stanley initiated coverage with an Underweight rating and a $5,058.00 price target.
Occidental Petroleum (OXY) — Goldman Sachs upgraded the stock from Neutral to Buy and raised its price target to $69.00 from $63.00.
Oklo (OKLO) — Piper Sandler reiterated its Overweight rating.
Old National Bancorp (ONB) — JPMorgan lowered its price target to $30.00 from $32.00 while maintaining an Overweight rating.
Olin (OLN) — Wells Fargo lowered its price target to $16.00 from $20.00 while maintaining an Equal Weight rating.
ON (ONON) — JPMorgan raised its price target to $44.00 from $41.00 while maintaining an Overweight rating.
OneMain (OMF) — Evercore set its price target at $60.00.
OrthoPediatrics (KIDS) — Truist upgraded the stock to Hold.
Owens Corning (OC) — Evercore set its price target at $185.00.
PBF Energy (PBF) — BMO Capital Markets reiterated its Market Perform rating.
Pinnacle Financial Partners (PNFP) — Evercore set its price target at $108.00.
Pinnacle Financial Partners (PNFP) — JPMorgan lowered its price target to $115.00 from $120.00 while maintaining an Overweight rating.
Pinnacle West Capital (PNW) — Barclays lowered its price target to $94.00 from $108.00 while maintaining an Equal Weight rating.
Piper Sandler Companies (PIPR) — Goldman Sachs set its price target at $80.00 from $93.00 with a Buy rating.
PJT Partners (PJT) — Goldman Sachs lowered its price target to $182.00 from $203.00 while maintaining a Buy rating.
Preferred Bank (PFBC) — Piper Sandler raised its price target to $120.00 from $115.00 while maintaining an Overweight rating.
ProQR Therapeutics (PRQR) — Citigroup reiterated its Market Outperform rating.
PulteGroup (PHM) — Morgan Stanley initiated coverage with an Equal Weight rating and a $128.00 price target.
Regeneron Pharmaceuticals (REGN) — Jefferies raised its price target to $930.00 from $870.00 while maintaining a Buy rating.
Rocket Lab (RKLB) — Citigroup initiated coverage with a Buy rating and a $105.00 price target.
Sagimet Biosciences (SGMT) — Citigroup reiterated its Market Outperform rating.
Sandisk (SNDK) — Citigroup reiterated its Buy rating.
Sigma Lithium (SGML) — BMO Capital Markets downgraded the stock from Outperform to Market Perform with a $10.00 price target.
SouthState Bank (SSB) — JPMorgan lowered its price target to $120.00 from $125.00 while maintaining an Overweight rating.
Spyre Therapeutics (SYRE) — BTIG reiterated its Buy rating with a $121.00 price target.
Spyre Therapeutics (SYRE) — JPMorgan initiated coverage with an Overweight rating and a $110.00 price target.
Summit Therapeutics (SMMT) — Barclays raised its price target to $20.00 from $18.00 while maintaining an Equal Weight rating.
Synopsys (SNPS) — Wells Fargo raised its price target to $540.00 from $475.00 while maintaining an Overweight rating.
Tesla (TSLA) — Wells Fargo reiterated its Buy rating.
Texas Capital Bancshares (TCBI) — JPMorgan lowered its price target to $100.00 from $110.00 while maintaining an Underweight rating.
The PNC Financial Services Group (PNC) — Truist lowered its price target to $252.00 from $264.00 while maintaining a Hold rating.
Toll Brothers (TOL) — Morgan Stanley initiated coverage with an Overweight rating and a $159.00 price target.
TriCo Bancshares (TCBK) — Piper Sandler lowered its price target to $56.50 from $63.00 while maintaining a Neutral rating.
TWFG (TWFG) — JPMorgan lowered its price target to $26.00 from $28.00 while maintaining a Neutral rating.
U.S. Bancorp (USB) — Truist lowered its price target to $67.00 from $69.00 while maintaining a Buy rating.
UMB Financial (UMBF) — JPMorgan lowered its price target to $160.00 from $180.00 while maintaining an Overweight rating.
V.F. (VFC) — Piper Sandler reiterated its Neutral rating with a $16.00 price target.
Valley National Bancorp (VLY) — JPMorgan lowered its price target to $15.50 from $17.00 while maintaining an Overweight rating.
Valvoline (VVV) — Citigroup lowered its price target to $34.00 from $41.00 while maintaining a Neutral rating.
Valvoline (VVV) — Morgan Stanley reiterated its Buy rating.
Vicor (VICR) — Needham raised its price target to $350.00 from $320.00 while maintaining a Buy rating.
WaFd (WAFD) — Piper Sandler lowered its price target to $32.00 from $36.00 while maintaining a Neutral rating.
Wells Fargo & Company (WFC) — Truist raised its price target to $95.00 from $94.00 while maintaining a Buy rating.
Western Alliance Bancorporation (WAL) — JPMorgan lowered its price target to $90.00 from $93.00 while maintaining a Neutral rating.
Westlake (WLK) — Truist lowered its price target to $90.00 from $104.00 while maintaining a Buy rating.
Westlake (WLK) — Wells Fargo lowered its price target to $68.00 from $89.00 while maintaining an Equal Weight rating.
Williams Companies (WMB) — Barclays initiated coverage with an Overweight rating and an $82.00 price target.
Zions Bancorporation, N.A. (ZION) — JPMorgan lowered its price target to $65.00 from $75.00 while maintaining an Underweight rating.
Zions Bancorporation, N.A. (ZION) — Piper Sandler lowered its price target to $68.00 from $71.00 while maintaining a Neutral rating.
ZoomInfo Technologies (ZI) — Needham reiterated its Buy rating.
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