Last Updated: 28-Jul-25 12:51 ET
Monday, July 28
UPGRADES
Alector
(
ALEC)
Brokerage Firm:
Mizuho
|
Action:
Upgrade
|
Ratings Change:
Neutral » Outperform
|
Price Tgt:
$3.50
Broadstone Net Lease
(
BNL)
Brokerage Firm:
Wolfe Research
|
Action:
Upgrade
|
Ratings Change:
Peer Perform » Outperform
|
Price Tgt:
$19
Charter Comm
(
CHTR)
Brokerage Firm:
Bernstein
|
Action:
Upgrade
|
Ratings Change:
Mkt Perform » Outperform
|
Price Tgt:
$380
Hesai Group
(
HSAI)
Brokerage Firm:
Morgan Stanley
|
Action:
Upgrade
|
Ratings Change:
Equal-Weight » Overweight
|
Price Tgt:
$26
James Hardie
(
JHX)
Brokerage Firm:
Macquarie
|
Action:
Upgrade
|
Ratings Change:
Neutral » Outperform
|
Price Tgt:
--
Las Vegas Sands
(
LVS)
Brokerage Firm:
Argus
|
Action:
Upgrade
|
Ratings Change:
Hold » Buy
|
Price Tgt:
$60
MARA Holdings Inc.
(
MARA)
Brokerage Firm:
JP Morgan
|
Action:
Upgrade
|
Ratings Change:
Neutral » Overweight
|
Price Tgt:
$22
NETSTREIT
(
NTST)
Brokerage Firm:
BofA Securities
|
Action:
Upgrade
|
Ratings Change:
Underperform » Neutral
|
Price Tgt:
$19
NIKE
(
NKE)
Brokerage Firm:
JP Morgan
|
Action:
Upgrade
|
Ratings Change:
Neutral » Overweight
|
Price Tgt:
$93
Oklo Inc.
(
OKLO)
Brokerage Firm:
Daiwa Securities
|
Action:
Upgrade
|
Ratings Change:
Neutral » Outperform
|
Price Tgt:
--
PACCAR
(
PCAR)
Brokerage Firm:
Argus
|
Action:
Upgrade
|
Ratings Change:
Hold » Buy
|
Price Tgt:
$121
PagerDuty
(
PD)
Brokerage Firm:
TD Cowen
|
Action:
Upgrade
|
Ratings Change:
Hold » Buy
|
Price Tgt:
$22
Texas Instruments
(
TXN)
Brokerage Firm:
Wolfe Research
|
Action:
Upgrade
|
Ratings Change:
Peer Perform » Outperform
|
Price Tgt:
$230
Textron
(
TXT)
Brokerage Firm:
UBS
|
Action:
Upgrade
|
Ratings Change:
Sell » Neutral
|
Price Tgt:
$88
USCB Financial Holdings
(
USCB)
Brokerage Firm:
Raymond James
|
Action:
Upgrade
|
Ratings Change:
Mkt Perform » Outperform
|
Price Tgt:
$20
Weatherford
(
WFRD)
Brokerage Firm:
Piper Sandler
|
Action:
Upgrade
|
Ratings Change:
Neutral » Overweight
|
Price Tgt:
$73
DOWNGRADES
American Eagle
(
AEO)
Brokerage Firm:
JP Morgan
|
Action:
Downgrade
|
Ratings Change:
Neutral » Underweight
|
Price Tgt:
$9
BHP Group
(
BHP)
Brokerage Firm:
BMO Capital Markets
|
Action:
Downgrade
|
Ratings Change:
Outperform » Market Perform
|
Price Tgt:
--
Bilibili
(
BILI)
Brokerage Firm:
JP Morgan
|
Action:
Downgrade
|
Ratings Change:
Overweight » Neutral
|
Price Tgt:
$24
Centene
(
CNC)
Brokerage Firm:
Cantor Fitzgerald
|
Action:
Downgrade
|
Ratings Change:
Overweight » Neutral
|
Price Tgt:
$38
Cisco
(
CSCO)
Brokerage Firm:
Evercore ISI
|
Action:
Downgrade
|
Ratings Change:
Outperform » In-line
|
Price Tgt:
$72
Coinbase Global
(
COIN)
Brokerage Firm:
Monness Crespi & Hardt
|
Action:
Downgrade
|
Ratings Change:
Buy » Neutral
|
Price Tgt:
--
Comfort Systems
(
FIX)
Brokerage Firm:
Northcoast
|
Action:
Downgrade
|
Ratings Change:
Buy » Neutral
|
Price Tgt:
--
Core & Main
(
CNM)
Brokerage Firm:
Loop Capital
|
Action:
Downgrade
|
Ratings Change:
Buy » Hold
|
Price Tgt:
$68
First Citizens BancShares
(
FCNCA)
Brokerage Firm:
Piper Sandler
|
Action:
Downgrade
|
Ratings Change:
Overweight » Neutral
|
Price Tgt:
$2150
GE Vernova
(
GEV)
Brokerage Firm:
Guggenheim
|
Action:
Downgrade
|
Ratings Change:
Buy » Neutral
|
Price Tgt:
--
GE Vernova
(
GEV)
Brokerage Firm:
Mizuho
|
Action:
Downgrade
|
Ratings Change:
Outperform » Neutral
|
Price Tgt:
$670
Halliburton
(
HAL)
Brokerage Firm:
Piper Sandler
|
Action:
Downgrade
|
Ratings Change:
Overweight » Neutral
|
Price Tgt:
$25
HCA
(
HCA)
Brokerage Firm:
Wolfe Research
|
Action:
Downgrade
|
Ratings Change:
Outperform » Peer Perform
|
Price Tgt:
--
IREN Limited
(
IREN)
Brokerage Firm:
JP Morgan
|
Action:
Downgrade
|
Ratings Change:
Overweight » Neutral
|
Price Tgt:
$16
NetEase
(
NTES)
Brokerage Firm:
JP Morgan
|
Action:
Downgrade
|
Ratings Change:
Overweight » Neutral
|
Price Tgt:
$140
Paramount Global
(
PARA)
Brokerage Firm:
Seaport Research Partners
|
Action:
Downgrade
|
Ratings Change:
Neutral » Sell
|
Price Tgt:
$11
Quanta Services
(
PWR)
Brokerage Firm:
Bernstein
|
Action:
Downgrade
|
Ratings Change:
Outperform » Mkt Perform
|
Price Tgt:
$410
Remy Cointreau
(
REMYF)
Brokerage Firm:
Barclays
|
Action:
Downgrade
|
Ratings Change:
Equal Weight » Underweight
|
Price Tgt:
--
Riot Platforms
(
RIOT)
Brokerage Firm:
JP Morgan
|
Action:
Downgrade
|
Ratings Change:
Overweight » Neutral
|
Price Tgt:
$15
Sarepta Therapeutics
(
SRPT)
Brokerage Firm:
Barclays
|
Action:
Downgrade
|
Ratings Change:
Equal Weight » Underweight
|
Price Tgt:
$10
Teck Resources
(
TECK)
Brokerage Firm:
B. Riley Securities
|
Action:
Downgrade
|
Ratings Change:
Buy » Neutral
|
Price Tgt:
--
Tenet Healthcare
(
THC)
Brokerage Firm:
Wolfe Research
|
Action:
Downgrade
|
Ratings Change:
Outperform » Peer Perform
|
Price Tgt:
--
Titan America
(
TTAM)
Brokerage Firm:
Stifel
|
Action:
Downgrade
|
Ratings Change:
Buy » Hold
|
Price Tgt:
$15
TRI Pointe Homes
(
TPH)
Brokerage Firm:
Wolfe Research
|
Action:
Downgrade
|
Ratings Change:
Outperform » Peer Perform
|
Price Tgt:
--
COVERAGE INITIATED
Accenture
(
ACN)
Brokerage Firm:
HSBC Securities
|
Action:
Initiated
|
Ratings Change:
Reduce
|
Price Tgt:
$240
Allarity Therapeutics
(
ALLR)
Brokerage Firm:
Ascendiant Capital Markets
|
Action:
Initiated
|
Ratings Change:
Buy
|
Price Tgt:
$9
Almonty Industries
(
ALM)
Brokerage Firm:
Alliance Global Partners
|
Action:
Initiated
|
Ratings Change:
Buy
|
Price Tgt:
$6.75
Ares Management
(
ARES)
Brokerage Firm:
Raymond James
|
Action:
Initiated
|
Ratings Change:
Mkt Perform
|
Price Tgt:
--
Blue Owl Capital
(
OWL)
Brokerage Firm:
Raymond James
|
Action:
Initiated
|
Ratings Change:
Mkt Perform
|
Price Tgt:
--
CapsoVision
(
CV)
Brokerage Firm:
Roth Capital
|
Action:
Initiated
|
Ratings Change:
Buy
|
Price Tgt:
$6
CapsoVision
(
CV)
Brokerage Firm:
The Benchmark Company
|
Action:
Initiated
|
Ratings Change:
Speculative Buy
|
Price Tgt:
$5
CleanSpark
(
CLSK)
Brokerage Firm:
Ladenburg Thalmann
|
Action:
Initiated
|
Ratings Change:
Buy
|
Price Tgt:
$20.25
CoastalSouth Bancshares
(
COSO)
Brokerage Firm:
Stephens
|
Action:
Initiated
|
Ratings Change:
Overweight
|
Price Tgt:
$27
CoastalSouth Bancshares
(
COSO)
Brokerage Firm:
Piper Sandler
|
Action:
Initiated
|
Ratings Change:
Overweight
|
Price Tgt:
$26
Electronic Arts
(
EA)
Brokerage Firm:
Wells Fargo
|
Action:
Initiated
|
Ratings Change:
Equal Weight
|
Price Tgt:
$168
Expro Group
(
XPRO)
Brokerage Firm:
Pickering Energy Partners
|
Action:
Initiated
|
Ratings Change:
Outperform
|
Price Tgt:
--
Fold Holdings
(
FLD)
Brokerage Firm:
Cantor Fitzgerald
|
Action:
Initiated
|
Ratings Change:
Overweight
|
Price Tgt:
$6.50
Gold Fields
(
GFI)
Brokerage Firm:
Canaccord Genuity
|
Action:
Initiated
|
Ratings Change:
Buy
|
Price Tgt:
$33
Horace Mann
(
HMN)
Brokerage Firm:
BMO Capital Markets
|
Action:
Initiated
|
Ratings Change:
Outperform
|
Price Tgt:
$48
Innate Pharma
(
IPHA)
Brokerage Firm:
BTIG Research
|
Action:
Initiated
|
Ratings Change:
Buy
|
Price Tgt:
$8
Lionsgate Studios
(
LION)
Brokerage Firm:
The Benchmark Company
|
Action:
Initiated
|
Ratings Change:
Buy
|
Price Tgt:
$8.50
MercadoLibre
(
MELI)
Brokerage Firm:
Scotiabank
|
Action:
Initiated
|
Ratings Change:
Sector Outperform
|
Price Tgt:
$3500
MongoDB
(
MDB)
Brokerage Firm:
BMO Capital Markets
|
Action:
Initiated
|
Ratings Change:
Outperform
|
Price Tgt:
$280
MoonLake Immunotherapeutics
(
MLTX)
Brokerage Firm:
Rothschild & Co Redburn
|
Action:
Initiated
|
Ratings Change:
Neutral
|
Price Tgt:
$65
Rapid Micro Biosystems
(
RPID)
Brokerage Firm:
Lake Street
|
Action:
Initiated
|
Ratings Change:
Buy
|
Price Tgt:
$8
Rocket Lab USA
(
RKLB)
Brokerage Firm:
Craig Hallum
|
Action:
Initiated
|
Ratings Change:
Hold
|
Price Tgt:
$51
Semler Scientific
(
SMLR)
Brokerage Firm:
Cantor Fitzgerald
|
Action:
Initiated
|
Ratings Change:
Overweight
|
Price Tgt:
--
Take-Two
(
TTWO)
Brokerage Firm:
Wells Fargo
|
Action:
Initiated
|
Ratings Change:
Overweight
|
Price Tgt:
$265
Vertiv
(
VRT)
Brokerage Firm:
William Blair
|
Action:
Initiated
|
Ratings Change:
Outperform
|
Price Tgt:
--
Wave Life Sciences
(
WVE)
Brokerage Firm:
Oppenheimer
|
Action:
Initiated
|
Ratings Change:
Outperform
|
Price Tgt:
$24
COVERAGE RESUMED
Enanta Pharmaceuticals
(
ENTA)
Brokerage Firm:
H.C. Wainwright
|
Action:
Resumed
|
Ratings Change:
Buy
|
Price Tgt:
$20
Surgery Partners
(
SGRY)
Brokerage Firm:
BofA Securities
|
Action:
Resumed
|
Ratings Change:
Buy
|
Price Tgt:
$28
Ultragenyx Pharma
(
RARE)
Brokerage Firm:
H.C. Wainwright
|
Action:
Resumed
|
Ratings Change:
Buy
|
Price Tgt:
$80
REITERATED/PRICE TARGET CHANGED
Amazon
(
AMZN)
Brokerage Firm:
UBS
|
Action:
Reiterated
|
Ratings Change:
Buy
|
Price Tgt:
$249 »
$271
Cadence Bank
(
CADE)
Brokerage Firm:
Hovde Group
|
Action:
Reiterated
|
Ratings Change:
Market Perform
|
Price Tgt:
$34 »
$40
Duolingo
(
DUOL)
Brokerage Firm:
Citizens JMP
|
Action:
Reiterated
|
Ratings Change:
Mkt Outperform
|
Price Tgt:
$475 »
$450
First Internet Bancorp
(
INBK)
Brokerage Firm:
Hovde Group
|
Action:
Reiterated
|
Ratings Change:
Outperform
|
Price Tgt:
$32 »
$29
Meta Platforms
(
META)
Brokerage Firm:
Guggenheim
|
Action:
Reiterated
|
Ratings Change:
Buy
|
Price Tgt:
$725 »
$800
Phillips 66
(
PSX)
Brokerage Firm:
TD Cowen
|
Action:
Reiterated
|
Ratings Change:
Buy
|
Price Tgt:
$130 »
$134