Last Updated: 15-Jul-26 10:52 ET
Wednesday, July 15
UPGRADES
Arista Networks
(
ANET)
Brokerage Firm:
Erste Group
|
Action:
Upgrade
|
Ratings Change:
Hold » Buy
|
Price Tgt:
--
Arthur J. Gallagher
(
AJG)
Brokerage Firm:
Piper Sandler
|
Action:
Upgrade
|
Ratings Change:
Neutral » Overweight
|
Price Tgt:
$276
CAVA Group
(
CAVA)
Brokerage Firm:
Morgan Stanley
|
Action:
Upgrade
|
Ratings Change:
Equal-Weight » Overweight
|
Price Tgt:
$90
CNX Resources
(
CNX)
Brokerage Firm:
Truist
|
Action:
Upgrade
|
Ratings Change:
Sell » Hold
|
Price Tgt:
$35
Digital Realty Trust
(
DLR)
Brokerage Firm:
Guggenheim
|
Action:
Upgrade
|
Ratings Change:
Neutral » Buy
|
Price Tgt:
$200
MSG Sports
(
MSGS)
Brokerage Firm:
Morgan Stanley
|
Action:
Upgrade
|
Ratings Change:
Equal-Weight » Overweight
|
Price Tgt:
$450
Nextpower
(
NXT)
Brokerage Firm:
Guggenheim
|
Action:
Upgrade
|
Ratings Change:
Neutral » Buy
|
Price Tgt:
$125
Tenaris
(
TS)
Brokerage Firm:
Morgan Stanley
|
Action:
Upgrade
|
Ratings Change:
Underweight » Equal-Weight
|
Price Tgt:
$65
DOWNGRADES
Allstate
(
ALL)
Brokerage Firm:
UBS
|
Action:
Downgrade
|
Ratings Change:
Buy » Neutral
|
Price Tgt:
$261
AmBev
(
ABEV)
Brokerage Firm:
Scotiabank
|
Action:
Downgrade
|
Ratings Change:
Sector Outperform » Sector Perform
|
Price Tgt:
--
American Intl
(
AIG)
Brokerage Firm:
Piper Sandler
|
Action:
Downgrade
|
Ratings Change:
Overweight » Neutral
|
Price Tgt:
$80
Aon
(
AON)
Brokerage Firm:
Piper Sandler
|
Action:
Downgrade
|
Ratings Change:
Overweight » Neutral
|
Price Tgt:
$377
Atlanta Braves Holdings Class C
(
BATRK)
Brokerage Firm:
Morgan Stanley
|
Action:
Downgrade
|
Ratings Change:
Overweight » Equal-Weight
|
Price Tgt:
$54
Banco Bilbao Vizcaya Argentaria
(
BBVA)
Brokerage Firm:
BofA Securities
|
Action:
Downgrade
|
Ratings Change:
Buy » Neutral
|
Price Tgt:
--
Black Rock Coffee Bar
(
BRCB)
Brokerage Firm:
Morgan Stanley
|
Action:
Downgrade
|
Ratings Change:
Overweight » Equal-Weight
|
Price Tgt:
$9
CAE
(
CAE)
Brokerage Firm:
Morgan Stanley
|
Action:
Downgrade
|
Ratings Change:
Equal-Weight » Underweight
|
Price Tgt:
--
Check Point Software
(
CHKP)
Brokerage Firm:
Raymond James
|
Action:
Downgrade
|
Ratings Change:
Outperform » Mkt Perform
|
Price Tgt:
--
Chefs' Warehouse
(
CHEF)
Brokerage Firm:
Morgan Stanley
|
Action:
Downgrade
|
Ratings Change:
Overweight » Equal-Weight
|
Price Tgt:
$97
Comfort Systems
(
FIX)
Brokerage Firm:
Erste Group
|
Action:
Downgrade
|
Ratings Change:
Buy » Hold
|
Price Tgt:
--
Element Solutions
(
ESI)
Brokerage Firm:
Mizuho
|
Action:
Downgrade
|
Ratings Change:
Outperform » Neutral
|
Price Tgt:
$45
Evotec SE
(
EVO)
Brokerage Firm:
TD Cowen
|
Action:
Downgrade
|
Ratings Change:
Buy » Hold
|
Price Tgt:
$2
Hanover Insurance
(
THG)
Brokerage Firm:
Piper Sandler
|
Action:
Downgrade
|
Ratings Change:
Overweight » Neutral
|
Price Tgt:
$220
Hartford Financial
(
HIG)
Brokerage Firm:
Piper Sandler
|
Action:
Downgrade
|
Ratings Change:
Overweight » Neutral
|
Price Tgt:
$146
HSBC Holdings
(
HSBC)
Brokerage Firm:
Erste Group
|
Action:
Downgrade
|
Ratings Change:
Buy » Hold
|
Price Tgt:
--
IBM
(
IBM)
Brokerage Firm:
Oppenheimer
|
Action:
Downgrade
|
Ratings Change:
Outperform » Perform
|
Price Tgt:
--
Loar Holdings
(
LOAR)
Brokerage Firm:
Morgan Stanley
|
Action:
Downgrade
|
Ratings Change:
Overweight » Equal-Weight
|
Price Tgt:
$82
Marvell
(
MRVL)
Brokerage Firm:
Erste Group
|
Action:
Downgrade
|
Ratings Change:
Buy » Hold
|
Price Tgt:
--
PagSeguro Digital
(
PAGS)
Brokerage Firm:
BofA Securities
|
Action:
Downgrade
|
Ratings Change:
Buy » Neutral
|
Price Tgt:
$10
Pentair
(
PNR)
Brokerage Firm:
Seaport Research Partners
|
Action:
Downgrade
|
Ratings Change:
Buy » Neutral
|
Price Tgt:
--
Pentair
(
PNR)
Brokerage Firm:
RBC Capital Mkts
|
Action:
Downgrade
|
Ratings Change:
Outperform » Sector Perform
|
Price Tgt:
$74
StoneCo
(
STNE)
Brokerage Firm:
BofA Securities
|
Action:
Downgrade
|
Ratings Change:
Buy » Neutral
|
Price Tgt:
$13
TJX
(
TJX)
Brokerage Firm:
Erste Group
|
Action:
Downgrade
|
Ratings Change:
Buy » Hold
|
Price Tgt:
--
Transdigm Group
(
TDG)
Brokerage Firm:
Morgan Stanley
|
Action:
Downgrade
|
Ratings Change:
Overweight » Equal-Weight
|
Price Tgt:
$1345
Travelers
(
TRV)
Brokerage Firm:
Morgan Stanley
|
Action:
Downgrade
|
Ratings Change:
Equal-Weight » Underweight
|
Price Tgt:
$290
TriCo Bancshares
(
TCBK)
Brokerage Firm:
Stephens
|
Action:
Downgrade
|
Ratings Change:
Overweight » Equal-Weight
|
Price Tgt:
$54
Universal Insurance
(
UVE)
Brokerage Firm:
Piper Sandler
|
Action:
Downgrade
|
Ratings Change:
Overweight » Neutral
|
Price Tgt:
$44
Voyager Technologies
(
VOYG)
Brokerage Firm:
Morgan Stanley
|
Action:
Downgrade
|
Ratings Change:
Equal-Weight » Underweight
|
Price Tgt:
$39
COVERAGE INITIATED
Agree Realty
(
ADC)
Brokerage Firm:
Huntington
|
Action:
Initiated
|
Ratings Change:
Outperform
|
Price Tgt:
$84
Alpine Income Property Trust
(
PINE)
Brokerage Firm:
Huntington
|
Action:
Initiated
|
Ratings Change:
Outperform
|
Price Tgt:
$23
ArcBest
(
ARCB)
Brokerage Firm:
Citizens
|
Action:
Initiated
|
Ratings Change:
Mkt Outperform
|
Price Tgt:
$180
BNY Mellon
(
BNY)
Brokerage Firm:
Erste Group
|
Action:
Initiated
|
Ratings Change:
Buy
|
Price Tgt:
--
C.H. Robinson
(
CHRW)
Brokerage Firm:
Citizens
|
Action:
Initiated
|
Ratings Change:
Mkt Perform
|
Price Tgt:
$235
Canadian Nat'l Rail
(
CNI)
Brokerage Firm:
Citizens
|
Action:
Initiated
|
Ratings Change:
Mkt Perform
|
Price Tgt:
--
Canadian Pacific Kansas City Ltd.
(
CP)
Brokerage Firm:
Citizens
|
Action:
Initiated
|
Ratings Change:
Mkt Perform
|
Price Tgt:
--
Commerce Bancshares
(
CBSH)
Brokerage Firm:
Stephens
|
Action:
Initiated
|
Ratings Change:
Equal-Weight
|
Price Tgt:
$62
Covenant Logistics
(
CVLG)
Brokerage Firm:
Citizens
|
Action:
Initiated
|
Ratings Change:
Mkt Outperform
|
Price Tgt:
$60
Crescent Energy
(
CRGY)
Brokerage Firm:
UBS
|
Action:
Initiated
|
Ratings Change:
Buy
|
Price Tgt:
$13
CSX
(
CSX)
Brokerage Firm:
Citizens
|
Action:
Initiated
|
Ratings Change:
Mkt Perform
|
Price Tgt:
--
Deep Fission
(
FISN)
Brokerage Firm:
Canaccord Genuity
|
Action:
Initiated
|
Ratings Change:
Buy
|
Price Tgt:
$18
EPR Properties
(
EPR)
Brokerage Firm:
Huntington
|
Action:
Initiated
|
Ratings Change:
Outperform
|
Price Tgt:
$65
Expeditors Intl
(
EXPD)
Brokerage Firm:
Citizens
|
Action:
Initiated
|
Ratings Change:
Mkt Perform
|
Price Tgt:
--
FedEx
(
FDX)
Brokerage Firm:
Citizens
|
Action:
Initiated
|
Ratings Change:
Mkt Outperform
|
Price Tgt:
$375
FedEx Freight
(
FDXF)
Brokerage Firm:
Citizens
|
Action:
Initiated
|
Ratings Change:
Mkt Outperform
|
Price Tgt:
$190
First Bancorp
(
FBP)
Brokerage Firm:
The Benchmark Company
|
Action:
Initiated
|
Ratings Change:
Buy
|
Price Tgt:
$31
Four Corners Property Trust
(
FCPT)
Brokerage Firm:
Huntington
|
Action:
Initiated
|
Ratings Change:
Outperform
|
Price Tgt:
$27
FrontView REIT
(
FVR)
Brokerage Firm:
Huntington
|
Action:
Initiated
|
Ratings Change:
Outperform
|
Price Tgt:
$22.50
Getty Realty Corp.
(
GTY)
Brokerage Firm:
Huntington
|
Action:
Initiated
|
Ratings Change:
Outperform
|
Price Tgt:
$37
Gladstone Commercial
(
GOOD)
Brokerage Firm:
Huntington
|
Action:
Initiated
|
Ratings Change:
Market Perform
|
Price Tgt:
$13
Global Net Lease
(
GNL)
Brokerage Firm:
Huntington
|
Action:
Initiated
|
Ratings Change:
Market Perform
|
Price Tgt:
$10
GXO Logistics
(
GXO)
Brokerage Firm:
Citizens
|
Action:
Initiated
|
Ratings Change:
Mkt Perform
|
Price Tgt:
$80
J.B. Hunt Transport
(
JBHT)
Brokerage Firm:
Citizens
|
Action:
Initiated
|
Ratings Change:
Mkt Perform
|
Price Tgt:
--
Knight-Swift
(
KNX)
Brokerage Firm:
Citizens
|
Action:
Initiated
|
Ratings Change:
Mkt Outperform
|
Price Tgt:
$90
Midera Food Processing
(
MFP)
Brokerage Firm:
Oppenheimer
|
Action:
Initiated
|
Ratings Change:
Outperform
|
Price Tgt:
$50
NNN REIT
(
NNN)
Brokerage Firm:
Huntington
|
Action:
Initiated
|
Ratings Change:
Outperform
|
Price Tgt:
$51
OFG Bancorp
(
OFG)
Brokerage Firm:
The Benchmark Company
|
Action:
Initiated
|
Ratings Change:
Hold
|
Price Tgt:
--
Pharvaris N.V.
(
PHVS)
Brokerage Firm:
Wells Fargo
|
Action:
Initiated
|
Ratings Change:
Overweight
|
Price Tgt:
$55
Popular
(
BPOP)
Brokerage Firm:
The Benchmark Company
|
Action:
Initiated
|
Ratings Change:
Buy
|
Price Tgt:
$201
Radiant Logistics
(
RLGT)
Brokerage Firm:
Citizens
|
Action:
Initiated
|
Ratings Change:
Mkt Perform
|
Price Tgt:
--
Realty Income
(
O)
Brokerage Firm:
Huntington
|
Action:
Initiated
|
Ratings Change:
Outperform
|
Price Tgt:
$70
Ring Energy
(
REI)
Brokerage Firm:
BofA Securities
|
Action:
Initiated
|
Ratings Change:
Buy
|
Price Tgt:
$2
Rollins
(
ROL)
Brokerage Firm:
Citigroup
|
Action:
Initiated
|
Ratings Change:
Neutral
|
Price Tgt:
$46
RXO, Inc.
(
RXO)
Brokerage Firm:
Citizens
|
Action:
Initiated
|
Ratings Change:
Mkt Perform
|
Price Tgt:
--
Ryder System
(
R)
Brokerage Firm:
Citizens
|
Action:
Initiated
|
Ratings Change:
Mkt Perform
|
Price Tgt:
--
Sandisk
(
SNDK)
Brokerage Firm:
Argus
|
Action:
Initiated
|
Ratings Change:
Hold
|
Price Tgt:
--
Seaport Therapeutics
(
SPTX)
Brokerage Firm:
H.C. Wainwright
|
Action:
Initiated
|
Ratings Change:
Buy
|
Price Tgt:
$50
Securitize, Inc.
(
SECZ)
Brokerage Firm:
Rosenblatt
|
Action:
Initiated
|
Ratings Change:
Buy
|
Price Tgt:
$14
SM Energy
(
SM)
Brokerage Firm:
UBS
|
Action:
Initiated
|
Ratings Change:
Buy
|
Price Tgt:
--
Tango Therapeutics
(
TNGX)
Brokerage Firm:
JP Morgan
|
Action:
Initiated
|
Ratings Change:
Overweight
|
Price Tgt:
$46
U-Haul Holding Company
(
UHAL)
Brokerage Firm:
Citizens
|
Action:
Initiated
|
Ratings Change:
Mkt Outperform
|
Price Tgt:
$90
UMB Financial Corporation
(
UMBF)
Brokerage Firm:
Stephens
|
Action:
Initiated
|
Ratings Change:
Overweight
|
Price Tgt:
$167
Union Pacific
(
UNP)
Brokerage Firm:
Citizens
|
Action:
Initiated
|
Ratings Change:
Mkt Outperform
|
Price Tgt:
$350
Unusual Machines
(
UMAC)
Brokerage Firm:
H.C. Wainwright
|
Action:
Initiated
|
Ratings Change:
Buy
|
Price Tgt:
$42
UPS
(
UPS)
Brokerage Firm:
Citizens
|
Action:
Initiated
|
Ratings Change:
Mkt Perform
|
Price Tgt:
--
Veracyte
(
VCYT)
Brokerage Firm:
Piper Sandler
|
Action:
Initiated
|
Ratings Change:
Overweight
|
Price Tgt:
$66
Veradermics
(
MANE)
Brokerage Firm:
B. Riley Securities
|
Action:
Initiated
|
Ratings Change:
Buy
|
Price Tgt:
$170
Wabash Natl
(
WNC)
Brokerage Firm:
Citizens
|
Action:
Initiated
|
Ratings Change:
Mkt Outperform
|
Price Tgt:
$25
XPO, Inc.
(
XPO)
Brokerage Firm:
Citizens
|
Action:
Initiated
|
Ratings Change:
Mkt Perform
|
Price Tgt:
--
COVERAGE RESUMED
FTAI Aviation Ltd.
(
FTAI)
Brokerage Firm:
Citizens
|
Action:
Resumed
|
Ratings Change:
Mkt Outperform
|
Price Tgt:
$375
FTAI Infrastructure
(
FIP)
Brokerage Firm:
Citizens
|
Action:
Resumed
|
Ratings Change:
Mkt Outperform
|
Price Tgt:
$10
United Micro
(
UMC)
Brokerage Firm:
Macquarie
|
Action:
Resumed
|
Ratings Change:
Outperform
|
Price Tgt:
--
REITERATED/PRICE TARGET CHANGED
SpaceX
(
SPCX)
Brokerage Firm:
Needham
|
Action:
Reiterated
|
Ratings Change:
Buy
|
Price Tgt:
$200 »
$250