U.S. Analyst Updates: October 8th, 2026

Analyst Ratings (USA)

Today’s U.S. analyst updates suggest a selectively positive outlook, with greater caution on valuations. Technology and AI-related businesses retain bullish support, although semiconductor downgrades and software target cuts show uneven confidence. Healthcare and biotechnology remain mixed, with higher targets for selected drug developers alongside cuts elsewhere. Energy sees substantial target increases, but refinery downgrades indicate that higher valuations do not always mean stronger recommendations. Financials show a balanced mix of  ratings, with Industrials, transportation and building materials facing widespread target reductions, while consumer sectors remain divided between cautious apparel, beverage and restaurant forecasts and more positive travel and leisure recommendations.

Updates (291)

AbbVie (ABBV) — Cantor Fitzgerald maintained its Overweight rating and raised its price target to US$290.00 from US$285.00.

ACADIA Pharmaceuticals (ACAD) — RBC Capital Markets maintained its Outperform rating and lowered its price target to US$36.00 from US$37.00.

Acuity (AYI) — Oppenheimer maintained its Outperform rating and lowered its price target to US$415.00 from US$440.00.

AECOM (ACM) — UBS maintained its Buy rating and lowered its price target to US$103.00 from US$106.00.

AGCO (AGCO) — D.A. Davidson reiterated its Buy rating with a US$151.00 price target.

AGCO (AGCO) — Oppenheimer reiterated its Outperform rating.

Agnico Eagle Mines (AEM) — UBS maintained its Neutral rating and raised its price target to US$190.00 from US$170.00.

Alibaba Group (BABA) — Citigroup reiterated its Buy rating.

Alibaba Group (BABA) — Jefferies reiterated its Buy rating with a US$192.00 price target.

Alibaba Group (BABA) — Piper Sandler downgraded the stock to Hold.

Allison Transmission (ALSN) — Wells Fargo maintained its Equal Weight rating and lowered its price target to US$120.00 from US$137.00.

Alnylam Pharmaceuticals (ALNY) — RBC Capital Markets maintained its Outperform rating and lowered its price target to US$345.00 from US$350.00.

Alpha Metallurgical Resources (AMR) — UBS maintained its Neutral rating and raised its price target to US$180.00 from US$160.00.

Alphabet (GOOGL) — Needham reiterated its Buy rating with a US$450.00 price target.

Alphabet (GOOG) — Stifel set a US$485.00 price target.

Alphabet (GOOG) — TD Cowen maintained its Buy rating and raised its price target to US$485.00 from US$475.00.

Amgen (AMGN) — RBC Capital Markets maintained its Outperform rating and raised its price target to US$430.00 from US$400.00.

Amphenol (APH) — Citigroup reiterated its Buy rating.

Antero Resources (AR) — Mizuho maintained its Outperform rating and lowered its price target to US$51.00 from US$57.00.

Applied Digital (APLD) — Citigroup reiterated its Market Outperform rating.

Applied Digital (APLD) — Needham maintained its Buy rating and lowered its price target to US$70.00 from US$83.00.

Applied Digital (APLD) — UBS reiterated its Buy rating.

Applied Digital (APLD) — Wells Fargo maintained its Overweight rating and raised its price target to US$55.00 from US$50.00.

AppLovin (APP) — Jefferies reiterated its Buy rating with a US$375.00 price target.

ArcBest (ARCB) — Stifel maintained its Buy rating and lowered its price target to US$168.00 from US$185.00.

Arcutis Biotherapeutics (ARQT) — Jefferies reiterated its Buy rating with a US$39.00 price target.

Arista Networks (ANET) — Citigroup reiterated its Buy rating.

ArriVent BioPharma (AVBP) — H.C. Wainwright maintained its Buy rating and lowered its price target to US$27.00 from US$47.00.

ATI (ATI) — KeyBanc Capital Markets maintained its Overweight rating and lowered its price target to US$228.00 from US$258.00.

Aurora Innovation (AUR) — Oppenheimer maintained its Outperform rating and raised its price target to US$16.00 from US$15.00.

Axsome Therapeutics (AXSM) — RBC Capital Markets maintained its Outperform rating and lowered its price target to US$295.00 from US$297.00.

Banco Bradesco (BBD) — HSBC Securities downgraded its rating to Hold from Buy with a US$3.90 price target.

Bank of America (BAC) — TD Cowen resumed coverage with a Hold rating and a US$60.00 price target.

Bank of New York Mellon (BNY) — TD Cowen resumed coverage with a Hold rating and a US$160.00 price target.

Bausch Health Cos (BHC) — RBC Capital Markets reiterated its Sector Perform rating with a US$9.00 price target.

BCE (BCE) — CIBC reiterated its Outperform rating.

BeOne Medicines (ONC) — RBC Capital Markets maintained its Outperform rating and raised its price target to US$459.00 from US$450.00.

Biogen (BIIB) — RBC Capital Markets maintained its Outperform rating and lowered its price target to US$256.00 from US$260.00.

Biohaven (BHVN) — Raymond James reiterated its Strong Buy rating.

BioNTech (BNTX) — Argus initiated coverage with a Hold rating.

BJ’s Wholesale Club (BJ) — D.A. Davidson set a US$108.00 price target.

Black Hills (BKH) — BMO Capital Markets maintained its Outperform rating and raised its price target to US$86.00 from US$83.00.

BlackRock (BLK) — Wells Fargo maintained its Overweight rating and lowered its price target to US$1,230.00 from US$1,245.00.

Blackstone (BX) — Barclays maintained its Equal Weight rating and lowered its price target to US$124.00 from US$128.00.

Booz Allen Hamilton (BAH) — Truist Securities upgraded its rating to Buy from Hold and raised its price target to US$85.00 from US$70.00.

Bristol Myers Squibb (BMY) — Cantor Fitzgerald maintained its Neutral rating and lowered its price target to US$53.00 from US$59.00.

Builders FirstSource (BLDR) — Citigroup reiterated its Market Perform rating.

Builders FirstSource (BLDR) — Truist Securities maintained its Buy rating and lowered its price target to US$70.00 from US$90.00.

C.H. Robinson Worldwide (CHRW) — Stifel set a US$209.00 price target.

Camping World (CWH) — KeyBanc Capital Markets maintained its Overweight rating and lowered its price target to US$8.00 from US$9.00.

Capricor Therapeutics (CAPR) — Oppenheimer reiterated its Outperform rating.

Caribou Biosciences (CRBU) — H.C. Wainwright downgraded its rating to Neutral from Buy.

Carlyle Group (CG) — Barclays maintained its Overweight rating and lowered its price target to US$53.00 from US$64.00.

Carpenter Technology (CRS) — KeyBanc Capital Markets maintained its Overweight rating and lowered its price target to US$465.00 from US$608.00.

CAVA Group (CAVA) — Melius upgraded its rating to Buy from Hold with a US$95.00 price target.

CenterPoint Energy (CNP) — Citigroup reiterated its Neutral rating.

Centrus Energy (LEU) — Guggenheim initiated coverage with a Buy rating and a US$167.00 price target.

Century Aluminum (CENX) — UBS maintained its Buy rating and lowered its price target to US$55.00 from US$60.00.

Chevron (CVX) — UBS maintained its Buy rating and raised its price target to US$235.00 from US$220.00.

Chime Financial (CHYM) — Deutsche Bank upgraded its rating to Buy from Hold and raised its price target to US$35.00 from US$30.00.

Chime Financial (CHYM) — Raymond James set a US$35.00 price target.

Citigroup (C) — TD Cowen resumed coverage with a Buy rating and a US$150.00 price target.

Citizens Financial Group (CFG) — TD Cowen resumed coverage with a Buy rating and a US$75.00 price target.

Clean Harbors (CLH) — Barclays maintained its Equal Weight rating and raised its price target to US$335.00 from US$325.00.

Connect Biopharma (CNTB) — H.C. Wainwright reiterated its Buy rating.

Constellation Brands (STZ) — BMO Capital Markets reiterated its Outperform rating.

Constellation Brands (STZ) — Deutsche Bank maintained its Hold rating and lowered its price target to US$127.00 from US$136.00.

Constellation Brands (STZ) — HSBC Securities downgraded its rating to Hold from Buy with a US$135.00 price target.

Constellation Brands (STZ) — Morgan Stanley maintained its Equal Weight rating and lowered its price target to US$145.00 from US$158.00.

Constellation Brands (STZ) — Needham maintained its Buy rating and lowered its price target to US$150.00 from US$185.00.

Constellation Brands (STZ) — Piper Sandler maintained its Neutral rating and lowered its price target to US$125.00 from US$161.00.

Constellation Brands (STZ) — RBC Capital Markets maintained its Outperform rating and lowered its price target to US$182.00 from US$185.00.

Constellation Brands (STZ) — UBS maintained its Buy rating and lowered its price target to US$144.00 from US$145.00.

Constellium (CSTM) — Deutsche Bank maintained its Buy rating and lowered its price target to US$36.00 from US$39.00.

Constellium (CSTM) — UBS maintained its Buy rating and lowered its price target to US$32.00 from US$34.00.

Corteva (CTVA) — Goldman Sachs reiterated its Buy rating with a US$20.00 price target.

Cummins (CMI) — Wells Fargo maintained its Overweight rating and lowered its price target to US$760.00 from US$874.00.

CVR Energy (CVI) — Mizuho maintained its Underperform rating and raised its price target to US$52.00 from US$29.00.

Cytokinetics (CYTK) — RBC Capital Markets maintained its Outperform rating and raised its price target to US$113.00 from US$112.00.

Delek US (DK) — Mizuho downgraded its rating to Neutral from Outperform and raised its price target to US$83.00 from US$66.00.

The Descartes Systems Group (DSGX) — Loop Capital reiterated its Buy rating with a US$96.00 price target.

DraftKings (DKNG) — Susquehanna maintained its Positive rating and lowered its price target to US$27.00 from US$33.00.

Dynatrace (DT) — BNP Paribas Exane upgraded its rating to Outperform from Neutral with a US$75.00 price target.

Eagle Materials (EXP) — Truist Securities maintained its Hold rating and lowered its price target to US$165.00 from US$210.00.

Editas Medicine (EDIT) — Wells Fargo upgraded its rating to Overweight from Equal Weight and raised its price target to US$6.00 from US$4.00.

Edwards Lifesciences (EW) — UBS reiterated its Buy rating.

Eli Lilly and Company (LLY) — Cantor Fitzgerald maintained its Overweight rating and raised its price target to US$1,440.00 from US$1,410.00.

Elmet Group (ELMT) — Needham maintained its Buy rating and raised its price target to US$28.00 from US$25.00.

Enliven Therapeutics (ELVN) — Guggenheim reiterated its Buy rating.

Entegris (ENTG) — Stifel initiated coverage with a Buy rating and a US$200.00 price target.

Eupraxia Pharmaceuticals (EPRX) — Cantor Fitzgerald reiterated its Overweight rating.

Everpure (P) — Needham maintained its Buy rating and raised its price target to US$185.00 from US$150.00.

Exelixis (EXEL) — RBC Capital Markets maintained its Sector Perform rating and lowered its price target to US$45.00 from US$46.00.

FedEx Freight (FDXF) — Stifel maintained its Hold rating and lowered its price target to US$129.00 from US$160.00.

Fifth Third Bancorp (FITB) — TD Cowen resumed coverage with a Buy rating and a US$60.00 price target.

First Solar (FSLR) — Goldman Sachs maintained its Buy rating and lowered its price target to US$272.00 from US$310.00.

Fiserv (FISV) — Oppenheimer downgraded its rating to Perform from Outperform.

Flutter Entertainment (FLUT) — Susquehanna maintained its Positive rating and lowered its price target to US$100.00 from US$115.00.

Flutter Entertainment (FLUT) — Wedbush maintained its Outperform rating and lowered its price target to US$110.00 from US$126.00.

Forward Air (FWRD) — Stifel maintained its Buy rating and lowered its price target to US$24.00 from US$27.00.

Freeport-McMoRan (FCX) — UBS maintained its Buy rating and raised its price target to US$88.00 from US$77.00.

FrontView REIT (FVR) — BMO Capital Markets maintained its Outperform rating and lowered its price target to US$20.00 from US$24.00.

Garrett Motion (GTX) — BWS Financial reiterated its Buy rating with a US$42.00 price target.

Gartner (IT) — Morgan Stanley maintained its Equal Weight rating and raised its price target to US$182.00 from US$177.00.

GATX (GATX) — Citigroup reiterated its Buy rating.

Generac (GNRC) — KeyBanc Capital Markets upgraded its rating to Overweight from Sector Weight with a US$280.00 price target.

Generac (GNRC) — Piper Sandler initiated coverage with a Overweight rating and a US$303.00 price target.

Genius Sports (GENI) — Citigroup reiterated its Market Outperform rating.

Gilead Sciences (GILD) — Cantor Fitzgerald reiterated its Overweight rating with a US$155.00 price target.

Gilead Sciences (GILD) — RBC Capital Markets maintained its Sector Perform rating and raised its price target to US$126.00 from US$123.00.

Global Payments (GPN) — Oppenheimer upgraded its rating to Outperform from Market Perform with a US$115.00 price target.

Gold Royalty (GROY) — TD Securities initiated coverage with a Buy rating and a US$4.00 price target.

The Goldman Sachs Group (GS) — Loop Capital set a US$1,050.00 price target.

The Goldman Sachs Group (GS) — TD Cowen initiated coverage with a Buy rating and a US$1,050.00 price target.

Graham (GHM) — Oppenheimer maintained its Outperform rating and lowered its price target to US$115.00 from US$130.00.

Haemonetics (HAE) — BTIG Research maintained its Buy rating and raised its price target to US$130.00 from US$110.00.

Hasbro (HAS) — UBS reiterated its Buy rating.

Healthcare Services Group (HCSG) — Baird maintained its Neutral rating and lowered its price target to US$24.00 from US$26.00.

Herc (HRI) — Wells Fargo maintained its Overweight rating and lowered its price target to US$176.00 from US$218.00.

HF Sinclair (DINO) — Mizuho maintained its Neutral rating and raised its price target to US$119.00 from US$85.00.

Hilton Grand Vacations (HGV) — JPMorgan initiated coverage with a Neutral rating and a US$39.00 price target.

Houlihan Lokey (HLI) — Morgan Stanley maintained its Overweight rating and lowered its price target to US$165.00 from US$177.00.

HubSpot (HUBS) — JPMorgan downgraded its rating to Neutral from Overweight with a US$240.00 price target.

Huntington Bancshares (HBAN) — TD Cowen resumed coverage with a Buy rating and a US$18.00 price target.

Hut 8 (HUT) — UBS reiterated its Buy rating.

Hyatt Hotels (H) — Mizuho maintained its Outperform rating and raised its price target to US$222.00 from US$221.00.

IMAX (IMAX) — B. Riley Securities maintained its Buy rating and raised its price target to US$64.00 from US$61.00.

Incyte (INCY) — RBC Capital Markets maintained its Sector Perform rating and raised its price target to US$114.00 from US$109.00.

Insmed (INSM) — UBS reiterated its Buy rating.

Installed Building Products (IBP) — Truist Securities maintained its Hold rating and lowered its price target to US$160.00 from US$200.00.

Iovance Biotherapeutics (IOVA) — Baird maintained its Neutral rating and raised its price target to US$11.00 from US$6.00.

Itau Unibanco (ITUB) — HSBC Securities downgraded its rating to Hold from Buy with a US$9.10 price target.

J.B. Hunt Transport Services (JBHT) — Stifel maintained its Hold rating and lowered its price target to US$289.00 from US$292.00.

Jabil (JBL) — UBS reiterated its Buy rating.

Jackson Financial (JXN) — Barclays set a US$151.00 price target.

Jazz Pharmaceuticals (JAZZ) — RBC Capital Markets maintained its Outperform rating and lowered its price target to US$296.00 from US$299.00.

Johnson Controls International (JCI) — Bank of America maintained its Buy rating and raised its price target to US$175.00 from US$152.00.

Johnson Controls International (JCI) — Citigroup reiterated its Buy rating.

JPMorgan Chase & Co. (JPM) — TD Cowen resumed coverage with a Hold rating and a US$370.00 price target.

Kaiser Aluminum (KALU) — KeyBanc Capital Markets maintained its Overweight rating and lowered its price target to US$181.00 from US$183.00.

KeyCorp (KEY) — TD Cowen resumed coverage with a Buy rating and a US$23.00 price target.

Kinross Gold (KGC) — UBS maintained its Buy rating and lowered its price target to US$28.00 from US$30.00.

KKR & Co. Inc. (KKR) — Barclays maintained its Overweight rating and lowered its price target to US$130.00 from US$135.00.

Knight-Swift Transportation (KNX) — Stifel maintained its Buy rating and raised its price target to US$90.00 from US$88.00.

Kodiak Gas Services (KGS) — Jefferies reiterated its Buy rating with a US$65.00 price target.

Kratos Defense & Security Solutions (KTOS) — BNP Paribas Exane upgraded its rating to Outperform from Neutral.

Lamb Weston (LW) — Barclays maintained its Overweight rating and raised its price target to US$58.00 from US$56.00.

Lamb Weston (LW) — Stephens maintained its Equal Weight rating and raised its price target to US$55.00 from US$50.00.

Latham Group (SWIM) — William Blair downgraded its rating to Market Perform from Outperform.

Lazard (LAZ) — Morgan Stanley maintained its Underweight rating and lowered its price target to US$41.00 from US$44.00.

LCNB (LCNB) — Piper Sandler initiated coverage with a Neutral rating and a US$20.00 price target.

Legend Biotech (LEGN) — RBC Capital Markets maintained its Outperform rating and lowered its price target to US$56.00 from US$58.00.

Leidos (LDOS) — JPMorgan downgraded its rating to Neutral from Overweight and lowered its price target to US$142.00 from US$160.00.

Levi Strauss & Co. (LEVI) — Bank of America maintained its Buy rating and lowered its price target to US$25.00 from US$27.00.

Levi Strauss & Co. (LEVI) — Barclays maintained its Overweight rating and lowered its price target to US$26.00 from US$27.00.

Levi Strauss & Co. (LEVI) — BTIG Research reiterated its Buy rating with a US$27.00 price target.

Levi Strauss & Co. (LEVI) — Needham reiterated its Buy rating with a US$28.00 price target.

Levi Strauss & Co. (LEVI) — Raymond James maintained its Outperform rating and lowered its price target to US$22.00 from US$24.00.

Levi Strauss & Co. (LEVI) — Wells Fargo maintained its Equal Weight rating and lowered its price target to US$20.00 from US$25.00.

LGN (LGN) — Stifel maintained its Buy rating and lowered its price target to US$82.00 from US$101.00.

Limbach (LMB) — Stifel maintained its Buy rating and lowered its price target to US$75.00 from US$86.00.

Lincoln International (LCLN) — Morgan Stanley maintained its Equal Weight rating and lowered its price target to US$27.00 from US$28.00.

Lindblad Expeditions (LIND) — Jefferies reiterated its Hold rating with a US$32.00 price target.

Linde (LIN) — BMO Capital Markets reiterated its Outperform rating.

M/I Homes (MHO) — Citigroup reiterated its Market Outperform rating.

M/I Homes (MHO) — Jefferies set a US$165.00 price target.

M&T Bank (MTB) — TD Cowen resumed coverage with a Hold rating and a US$245.00 price target.

Magna International (MGA) — TD Securities maintained its Buy rating and lowered its price target to US$77.00 from US$80.00.

Marathon Petroleum (MPC) — Mizuho maintained its Neutral rating and raised its price target to US$457.00 from US$304.00.

Marriott Vacations Worldwide (VAC) — JPMorgan initiated coverage with a Overweight rating and a US$125.00 price target.

Martin Marietta Materials (MLM) — UBS maintained its Buy rating and lowered its price target to US$662.00 from US$715.00.

MasTec (MTZ) — Stifel maintained its Buy rating and lowered its price target to US$305.00 from US$376.00.

McDonald’s (MCD) — Bernstein maintained its Market Perform rating and lowered its price target to US$250.00 from US$295.00.

Merck & Co., Inc. (MRK) — Cantor Fitzgerald maintained its Neutral rating and raised its price target to US$145.00 from US$120.00.

Meta Platforms (META) — TD Cowen reiterated its Buy rating with a US$865.00 price target.

MGM Resorts International (MGM) — Susquehanna maintained its Positive rating and lowered its price target to US$41.00 from US$46.00.

MiniMed Group (MMED) — Mizuho maintained its Outperform rating and raised its price target to US$28.00 from US$26.00.

Mirum Pharmaceuticals (MIRM) — RBC Capital Markets maintained its Outperform rating and raised its price target to US$155.00 from US$135.00.

Moelis & Company (MC) — Morgan Stanley maintained its Overweight rating and lowered its price target to US$77.00 from US$85.00.

MongoDB (MDB) — Scotiabank maintained its Sector Outperform rating and raised its price target to US$450.00 from US$440.00.

Morgan Stanley (MS) — Erste Group downgraded its rating to Hold from Buy.

Morgan Stanley (MS) — TD Cowen initiated coverage with a Hold rating and a US$210.00 price target.

MYR Group (MYRG) — Stifel maintained its Buy rating and lowered its price target to US$393.00 from US$445.00.

Nasdaq (NDAQ) — Raymond James reiterated its Outperform rating.

Nayax Ltd. (NYAX) — Jefferies resumed coverage with a Buy rating and a US$68.30 price target.

Nebius Group (NBIS) — Rosenblatt initiated coverage with a Buy rating and a US$304.00 price target.

Netflix (NFLX) — Morgan Stanley maintained its Overweight rating and lowered its price target to US$80.00 from US$83.00.

Neurogene (NGNE) — JPMorgan initiated coverage with a Overweight rating and a US$60.00 price target.

New Era Energy & Digital (NUAI) — Roth Capital initiated coverage with a Buy rating and a US$10.00 price target.

NextEra Energy (NEE) — Jefferies reiterated its Hold rating.

Nomad Foods (NOMD) — BTIG Research reiterated its Buy rating with a US$15.00 price target.

Northern Trust (NTRS) — TD Cowen resumed coverage with a Hold rating and a US$175.00 price target.

Nova (NVMI) — Citigroup downgraded its rating to Neutral from Buy with a US$415.00 price target.

NXP Semi (NXPI) — Citigroup downgraded its rating to Neutral from Buy with a US$260.00 price target.

Old Dominion Freight Line (ODFL) — Stifel maintained its Buy rating and lowered its price target to US$230.00 from US$263.00.

ONE Gas (OGS) — Jefferies downgraded its rating to Hold from Buy with a US$80.00 price target.

OSI Systems (OSIS) — Oppenheimer maintained its Outperform rating and lowered its price target to US$265.00 from US$300.00.

Owens Corning (OC) — Truist Securities maintained its Hold rating and lowered its price target to US$115.00 from US$140.00.

PACCAR (PCAR) — Wells Fargo maintained its Equal Weight rating and lowered its price target to US$122.00 from US$157.00.

Pacira BioSciences (PCRX) — Needham downgraded its rating to Hold from Buy.

Palantir Technologies (PLTR) — Goldman Sachs upgraded its rating to Buy from Neutral with a US$230.00 price target.

Palantir Technologies (PLTR) — Raymond James upgraded its rating to Outperform from Market Perform.

Par Pacific (PARR) — Mizuho downgraded its rating to Neutral from Outperform with a US$91.00 price target.

Patrick Industries (PATK) — KeyBanc Capital Markets maintained its Overweight rating and lowered its price target to US$100.00 from US$115.00.

PBF Energy (PBF) — Mizuho maintained its Neutral rating and raised its price target to US$89.00 from US$65.00.

PepsiCo (PEP) — Jefferies reiterated its Hold rating.

Pfizer (PFE) — Cantor Fitzgerald maintained its Neutral rating and raised its price target to US$28.00 from US$27.00.

Phillips 66 (PSX) — Mizuho downgraded its rating to Neutral from Outperform and raised its price target to US$300.00 from US$220.00.

Pinnacle West Capital (PNW) — Citigroup reiterated its Neutral rating.

The PNC Financial Services Group (PNC) — TD Cowen resumed coverage with a Hold rating and a US$245.00 price target.

Presidio Production (FTW) — Stephens initiated coverage with a Overweight rating and a US$15.00 price target.

Primoris Services (PRIM) — Jefferies reiterated its Buy rating with a US$99.00 price target.

Proficient Auto Logistics (PAL) — Stifel maintained its Buy rating and lowered its price target to US$10.00 from US$12.00.

PROG (PRG) — Loop Capital upgraded its rating to Buy from Hold with a US$45.00 price target.

PulteGroup (PHM) — Citigroup reiterated its Market Outperform rating.

PulteGroup (PHM) — Piper Sandler downgraded the stock to Hold with a US$145.00 price target.

QXO (QXO) — Truist Securities maintained its Buy rating and lowered its price target to US$15.00 from US$26.00.

Regal Rexnord (RRX) — Oppenheimer maintained its Outperform rating and lowered its price target to US$200.00 from US$245.00.

Regeneron Pharmaceuticals (REGN) — RBC Capital Markets maintained its Sector Perform rating and raised its price target to US$810.00 from US$737.00.

Regions Financial (RF) — TD Cowen resumed coverage with a Hold rating and a US$30.00 price target.

Reinsurance Group of America (RGA) — Barclays set a US$292.00 price target.

Republic Services (RSG) — CIBC reiterated its Outperform rating with a US$240.00 price target.

Revolution Medicines (RVMD) — RBC Capital Markets maintained its Outperform rating and raised its price target to US$259.00 from US$251.00.

Rhythm Pharmaceuticals (RYTM) — RBC Capital Markets maintained its Outperform rating and raised its price target to US$159.00 from US$155.00.

Rocket Pharmaceuticals (RCKT) — Goldman Sachs upgraded its rating to Neutral from Sell and raised its price target to US$4.00 from US$3.00.

Royal Caribbean Cruises (RCL) — Jefferies upgraded its rating to Buy from Hold and raised its price target to US$330.00 from US$305.00.

RPM International (RPM) — Deutsche Bank maintained its Buy rating and lowered its price target to US$115.00 from US$126.00.

Ryder System (R) — Citigroup upgraded its rating to Buy from Neutral with a US$285.00 price target.

Ryder System (R) — Janney Montgomery Scott set a US$285.00 price target.

Saia (SAIA) — Stifel maintained its Buy rating and lowered its price target to US$423.00 from US$438.00.

SailPoint (SAIL) — Baird maintained its Outperform rating and raised its price target to US$25.00 from US$22.00.

SAP (SAP) — BMO Capital Markets maintained its Outperform rating and raised its price target to US$235.00 from US$177.00.

Saratoga Investment (SAR) — B. Riley Securities maintained its Neutral rating and lowered its price target to US$20.00 from US$22.00.

Saratoga Investment (SAR) — Compass Point reiterated its Neutral rating with a US$18.00 price target.

Sarepta Therapeutics (SRPT) — RBC Capital Markets maintained its Sector Perform rating and lowered its price target to US$17.00 from US$19.00.

Satellos Bioscience (MSLE) — Craig Hallum initiated coverage with a Buy rating and a US$24.00 price target.

Scholar Rock (SRRK) — Raymond James reiterated its Strong Buy rating.

Seaport Therapeutics (SPTX) — H.C. Wainwright reiterated its Buy rating with a US$50.00 price target.

Seaport Therapeutics (SPTX) — UBS reiterated its Buy rating.

Sequans Communications (SQNS) — Roth Capital reiterated its Buy rating with a US$15.00 price target.

ServiceTitan (TTAN) — KeyBanc Capital Markets reiterated its Overweight rating.

Shoals Technologies Group (SHLS) — Barclays maintained its Overweight rating and raised its price target to US$11.00 from US$10.00.

SiteOne Landscape Supply (SITE) — Deutsche Bank downgraded its rating to Hold from Buy and lowered its price target to US$91.00 from US$127.00.

Solventum (SOLV) — Benchmark reiterated its Buy rating.

Solventum (SOLV) — Jefferies reiterated its Buy rating.

Southern Copper (SCCO) — UBS maintained its Sell rating and raised its price target to US$180.00 from US$160.00.

SpaceX (SPCX) — Erste Group initiated coverage with a Hold rating.

Spotify Technology (SPOT) — Piper Sandler initiated coverage with a Neutral rating and a US$540.00 price target.

Starbucks (SBUX) — UBS maintained its Neutral rating and lowered its price target to US$105.00 from US$112.00.

State Street (STT) — TD Cowen resumed coverage with a Buy rating and a US$205.00 price target.

Sterling Infrastructure (STRL) — Stifel maintained its Buy rating and lowered its price target to US$742.00 from US$804.00.

Sunrun (RUN) — Goldman Sachs maintained its Buy rating and lowered its price target to US$11.00 from US$13.00.

Super Micro Computer (SMCI) — Citigroup reiterated its Neutral rating.

Targa Resources (TRGP) — Barclays maintained its Overweight rating and raised its price target to US$294.00 from US$284.00.

TELUS (TU) — CIBC reiterated its Neutral rating.

TFI International (TFII) — Stifel maintained its Hold rating and lowered its price target to US$132.00 from US$160.00.

Thor Industries (THO) — Truist Securities maintained its Hold rating and raised its price target to US$87.00 from US$80.00.

TOYO (TOYO) — H.C. Wainwright reiterated its Buy rating with a US$18.00 price target.

TPG (TPG) — Barclays maintained its Overweight rating and lowered its price target to US$60.00 from US$64.00.

Tractor Supply (TSCO) — D.A. Davidson set a US$36.00 price target.

Travel + Leisure (TNL) — JPMorgan initiated coverage with a Neutral rating and a US$70.00 price target.

Trex (TREX) — Deutsche Bank upgraded its rating to Buy from Hold and raised its price target to US$57.00 from US$53.00.

Truist Financial (TFC) — TD Cowen resumed coverage with a Hold rating and a US$52.00 price target.

Truist Financial (TFC) — Wells Fargo set a US$52.00 price target.

Twist Bioscience (TWST) — Jefferies initiated coverage with a Hold rating and a US$150.00 price target.

TXO Energy Partners (TXO) — Stephens initiated coverage with a Overweight rating and a US$22.00 price target.

Tyler Technologies (TYL) — Goldman Sachs downgraded its rating to Neutral from Buy and lowered its price target to US$345.00 from US$395.00.

U.S. Bancorp (USB) — TD Cowen resumed coverage with a Buy rating and a US$70.00 price target.

United Therapeutics (UTHR) — RBC Capital Markets maintained its Outperform rating and raised its price target to US$708.00 from US$677.00.

Unity Software (U) — Oppenheimer reiterated its Outperform rating.

Unity Software (U) — Raymond James upgraded its rating to Outperform from Market Perform with a US$54.00 price target.

Universal Display (OLED) — Citigroup downgraded its rating to Sell from Neutral with a US$71.00 price target.

Valero Energy (VLO) — Mizuho maintained its Neutral rating and raised its price target to US$434.00 from US$300.00.

Verastem (VSTM) — Citigroup reiterated its Buy rating.

Versamet Royalties (VMET) — TD Securities initiated coverage with a Buy rating.

Vertex Pharmaceuticals (VRTX) — RBC Capital Markets maintained its Outperform rating and raised its price target to US$576.00 from US$570.00.

Vishay Intertechnology (VSH) — Oppenheimer maintained its Outperform rating and raised its price target to US$45.00 from US$42.00.

Vulcan Materials (VMC) — UBS maintained its Buy rating and lowered its price target to US$326.00 from US$349.00.

Vylor (VYLR) — Goldman Sachs initiated coverage with a Buy rating and a US$87.00 price target.

Wabtec (WAB) — Citigroup reiterated its Buy rating.

Warrior Met Coal (HCC) — UBS maintained its Buy rating and raised its price target to US$102.00 from US$98.00.

Waste Connections (WCN) — CIBC set a US$184.00 price target.

Wayfair (W) — Baird maintained its Neutral rating and raised its price target to US$117.00 from US$116.00.

Wells Fargo & Company (WFC) — TD Cowen resumed coverage with a Buy rating and a US$95.00 price target.

Werner Enterprises (WERN) — Stifel maintained its Hold rating and raised its price target to US$42.00 from US$40.00.

Wheaton Precious Metals (WPM) — UBS maintained its Buy rating and raised its price target to US$160.00 from US$153.00.

Workday (WDAY) — Jefferies reiterated its Hold rating with a US$210.00 price target.

Xerox (XRX) — Citigroup downgraded its rating to Sell from Neutral.

XP (XP) — UBS maintained its Buy rating and raised its price target to US$37.00 from US$25.00.

XPO (XPO) — Stifel maintained its Buy rating and lowered its price target to US$230.00 from US$257.00.