Last Updated: 25-Jul-25 12:01 ET
Friday, July 25
UPGRADES
Applied Digital Corporation
(
APLD)
Brokerage Firm:
Compass Point
|
Action:
Upgrade
|
Ratings Change:
Neutral » Buy
|
Price Tgt:
$13
Carlyle Secured Lending
(
CGBD)
Brokerage Firm:
Wells Fargo
|
Action:
Upgrade
|
Ratings Change:
Equal Weight » Overweight
|
Price Tgt:
$15
Carvana
(
CVNA)
Brokerage Firm:
Oppenheimer
|
Action:
Upgrade
|
Ratings Change:
Perform » Outperform
|
Price Tgt:
$450
Coursera
(
COUR)
Brokerage Firm:
BofA Securities
|
Action:
Upgrade
|
Ratings Change:
Underperform » Neutral
|
Price Tgt:
$12
Dick's Sporting Goods
(
DKS)
Brokerage Firm:
Gordon Haskett
|
Action:
Upgrade
|
Ratings Change:
Reduce » Hold
|
Price Tgt:
--
Estee Lauder
(
EL)
Brokerage Firm:
JP Morgan
|
Action:
Upgrade
|
Ratings Change:
Neutral » Overweight
|
Price Tgt:
$101
Gilead Sciences
(
GILD)
Brokerage Firm:
Needham
|
Action:
Upgrade
|
Ratings Change:
Hold » Buy
|
Price Tgt:
$133
Global Payments
(
GPN)
Brokerage Firm:
Mizuho
|
Action:
Upgrade
|
Ratings Change:
Neutral » Outperform
|
Price Tgt:
$114
Hess Midstream Partners
(
HESM)
Brokerage Firm:
Wells Fargo
|
Action:
Upgrade
|
Ratings Change:
Equal Weight » Overweight
|
Price Tgt:
$47
Kinder Morgan
(
KMI)
Brokerage Firm:
Wolfe Research
|
Action:
Upgrade
|
Ratings Change:
Peer Perform » Outperform
|
Price Tgt:
$31
MARA Holdings Inc.
(
MARA)
Brokerage Firm:
Compass Point
|
Action:
Upgrade
|
Ratings Change:
Sell » Neutral
|
Price Tgt:
$18
MSCI
(
MSCI)
Brokerage Firm:
Raymond James
|
Action:
Upgrade
|
Ratings Change:
Mkt Perform » Outperform
|
Price Tgt:
$650
NASDAQ
(
NDAQ)
Brokerage Firm:
UBS
|
Action:
Upgrade
|
Ratings Change:
Neutral » Buy
|
Price Tgt:
$115
Otis Worldwide
(
OTIS)
Brokerage Firm:
Wolfe Research
|
Action:
Upgrade
|
Ratings Change:
Underperform » Peer Perform
|
Price Tgt:
--
Pacira BioSciences
(
PCRX)
Brokerage Firm:
Truist
|
Action:
Upgrade
|
Ratings Change:
Hold » Buy
|
Price Tgt:
$30
Plexus
(
PLXS)
Brokerage Firm:
Sidoti
|
Action:
Upgrade
|
Ratings Change:
Neutral » Buy
|
Price Tgt:
$150
SL Green Realty
(
SLG)
Brokerage Firm:
Scotiabank
|
Action:
Upgrade
|
Ratings Change:
Sector Perform » Sector Outperform
|
Price Tgt:
$71
Union Pacific
(
UNP)
Brokerage Firm:
Jefferies
|
Action:
Upgrade
|
Ratings Change:
Hold » Buy
|
Price Tgt:
$285
Valley National
(
VLY)
Brokerage Firm:
Truist
|
Action:
Upgrade
|
Ratings Change:
Hold » Buy
|
Price Tgt:
$11
DOWNGRADES
Ameriprise Financial
(
AMP)
Brokerage Firm:
William Blair
|
Action:
Downgrade
|
Ratings Change:
Outperform » Mkt Perform
|
Price Tgt:
--
Darling Ingredients
(
DAR)
Brokerage Firm:
Robert W. Baird
|
Action:
Downgrade
|
Ratings Change:
Outperform » Neutral
|
Price Tgt:
$36
Deutsche Bank
(
DB)
Brokerage Firm:
Citigroup
|
Action:
Downgrade
|
Ratings Change:
Neutral » Sell
|
Price Tgt:
--
Dow
(
DOW)
Brokerage Firm:
Evercore ISI
|
Action:
Downgrade
|
Ratings Change:
Outperform » In-line
|
Price Tgt:
$32
Henry Schein
(
HSIC)
Brokerage Firm:
Stifel
|
Action:
Downgrade
|
Ratings Change:
Buy » Hold
|
Price Tgt:
$75
Molina Healthcare
(
MOH)
Brokerage Firm:
Truist
|
Action:
Downgrade
|
Ratings Change:
Buy » Hold
|
Price Tgt:
$180
Molina Healthcare
(
MOH)
Brokerage Firm:
Cantor Fitzgerald
|
Action:
Downgrade
|
Ratings Change:
Overweight » Neutral
|
Price Tgt:
$210
Norfolk Southern
(
NSC)
Brokerage Firm:
Jefferies
|
Action:
Downgrade
|
Ratings Change:
Buy » Hold
|
Price Tgt:
$300
NovoCure
(
NVCR)
Brokerage Firm:
Wells Fargo
|
Action:
Downgrade
|
Ratings Change:
Overweight » Equal Weight
|
Price Tgt:
$14.50
Oscar Health
(
OSCR)
Brokerage Firm:
Robert W. Baird
|
Action:
Downgrade
|
Ratings Change:
Outperform » Neutral
|
Price Tgt:
$14
PennyMac Mortgage
(
PMT)
Brokerage Firm:
Keefe Bruyette
|
Action:
Downgrade
|
Ratings Change:
Outperform » Mkt Perform
|
Price Tgt:
$13.50
Plains All American
(
PAA)
Brokerage Firm:
Wolfe Research
|
Action:
Downgrade
|
Ratings Change:
Outperform » Peer Perform
|
Price Tgt:
--
Plains GP
(
PAGP)
Brokerage Firm:
Wolfe Research
|
Action:
Downgrade
|
Ratings Change:
Outperform » Peer Perform
|
Price Tgt:
--
Procter & Gamble
(
PG)
Brokerage Firm:
JP Morgan
|
Action:
Downgrade
|
Ratings Change:
Overweight » Neutral
|
Price Tgt:
$170
Rocket Pharmaceuticals
(
RCKT)
Brokerage Firm:
BofA Securities
|
Action:
Downgrade
|
Ratings Change:
Buy » Neutral
|
Price Tgt:
$4
Sarepta Therapeutics
(
SRPT)
Brokerage Firm:
JP Morgan
|
Action:
Downgrade
|
Ratings Change:
Neutral » Underweight
|
Price Tgt:
--
Symbotic
(
SYM)
Brokerage Firm:
Arete
|
Action:
Downgrade
|
Ratings Change:
Buy » Neutral
|
Price Tgt:
$50
Teck Resources
(
TECK)
Brokerage Firm:
JP Morgan
|
Action:
Downgrade
|
Ratings Change:
Overweight » Neutral
|
Price Tgt:
$41
Teck Resources
(
TECK)
Brokerage Firm:
CIBC
|
Action:
Downgrade
|
Ratings Change:
Sector Outperform » Neutral
|
Price Tgt:
--
Tesla
(
TSLA)
Brokerage Firm:
China Renaissance
|
Action:
Downgrade
|
Ratings Change:
Buy » Hold
|
Price Tgt:
$349
Ulta Beauty
(
ULTA)
Brokerage Firm:
Loop Capital
|
Action:
Downgrade
|
Ratings Change:
Buy » Hold
|
Price Tgt:
$510
Webster Financial
(
WBS)
Brokerage Firm:
Seaport Research Partners
|
Action:
Downgrade
|
Ratings Change:
Buy » Neutral
|
Price Tgt:
--
COVERAGE INITIATED
Alumis
(
ALMS)
Brokerage Firm:
Wells Fargo
|
Action:
Initiated
|
Ratings Change:
Overweight
|
Price Tgt:
$17
Applied Optoelectronics
(
AAOI)
Brokerage Firm:
Needham
|
Action:
Initiated
|
Ratings Change:
Buy
|
Price Tgt:
$32
Arcutis Biotherapeutics
(
ARQT)
Brokerage Firm:
Goldman
|
Action:
Initiated
|
Ratings Change:
Neutral
|
Price Tgt:
$18
Chemed
(
CHE)
Brokerage Firm:
Jefferies
|
Action:
Initiated
|
Ratings Change:
Hold
|
Price Tgt:
$500
Genius Sports
(
GENI)
Brokerage Firm:
Northland Capital
|
Action:
Initiated
|
Ratings Change:
Outperform
|
Price Tgt:
$14
LifeStance Health Group
(
LFST)
Brokerage Firm:
BTIG Research
|
Action:
Initiated
|
Ratings Change:
Buy
|
Price Tgt:
$8
NextDecade
(
NEXT)
Brokerage Firm:
Seaport Research Partners
|
Action:
Initiated
|
Ratings Change:
Buy
|
Price Tgt:
$15
NuScale Power
(
SMR)
Brokerage Firm:
BNP Paribas Exane
|
Action:
Initiated
|
Ratings Change:
Neutral
|
Price Tgt:
$41
Oklo Inc.
(
OKLO)
Brokerage Firm:
BNP Paribas Exane
|
Action:
Initiated
|
Ratings Change:
Underperform
|
Price Tgt:
$14
Palantir Technologies
(
PLTR)
Brokerage Firm:
Piper Sandler
|
Action:
Initiated
|
Ratings Change:
Overweight
|
Price Tgt:
$170
Teladoc
(
TDOC)
Brokerage Firm:
Mizuho
|
Action:
Initiated
|
Ratings Change:
Neutral
|
Price Tgt:
$10
Ur-Energy
(
URG)
Brokerage Firm:
Maxim Group
|
Action:
Initiated
|
Ratings Change:
Buy
|
Price Tgt:
$3
COVERAGE RESUMED
Hess Midstream Partners
(
HESM)
Brokerage Firm:
Morgan Stanley
|
Action:
Resumed
|
Ratings Change:
Equal-Weight
|
Price Tgt:
$48
Hewlett Packard Enterprise
(
HPE)
Brokerage Firm:
Citigroup
|
Action:
Resumed
|
Ratings Change:
Buy
|
Price Tgt:
$25
REITERATED/PRICE TARGET CHANGED
Arrow Financial
(
AROW)
Brokerage Firm:
Hovde Group
|
Action:
Reiterated
|
Ratings Change:
Market Perform
|
Price Tgt:
$27.50 »
$28.50
Deckers Outdoor
(
DECK)
Brokerage Firm:
Needham
|
Action:
Reiterated
|
Ratings Change:
Buy
|
Price Tgt:
$120 »
$128
GE Vernova
(
GEV)
Brokerage Firm:
TD Cowen
|
Action:
Reiterated
|
Ratings Change:
Buy
|
Price Tgt:
$390 »
$685
Mobileye Global
(
MBLY)
Brokerage Firm:
TD Cowen
|
Action:
Reiterated
|
Ratings Change:
Buy
|
Price Tgt:
$22 »
$20
Provident Finl
(
PFS)
Brokerage Firm:
Hovde Group
|
Action:
Reiterated
|
Ratings Change:
Outperform
|
Price Tgt:
$22.50 »
$23.50
Signet Jewelers
(
SIG)
Brokerage Firm:
Telsey Advisory Group
|
Action:
Reiterated
|
Ratings Change:
Market Perform
|
Price Tgt:
$80 »
$92
South State
(
SSB)
Brokerage Firm:
Hovde Group
|
Action:
Reiterated
|
Ratings Change:
Market Perform
|
Price Tgt:
$97 »
$105
STMicroelectronics
(
STM)
Brokerage Firm:
TD Cowen
|
Action:
Reiterated
|
Ratings Change:
Hold
|
Price Tgt:
$34 »
$27
Tractor Supply
(
TSCO)
Brokerage Firm:
Telsey Advisory Group
|
Action:
Reiterated
|
Ratings Change:
Outperform
|
Price Tgt:
$60 »
$70