Last Updated: 27-Feb-26 14:41 ET
Friday, February 27
UPGRADES
AES
(
AES)
Brokerage Firm:
Seaport Research Partners
|
Action:
Upgrade
|
Ratings Change:
Sell » Neutral
|
Price Tgt:
--
American Electric
(
AEP)
Brokerage Firm:
UBS
|
Action:
Upgrade
|
Ratings Change:
Sell » Neutral
|
Price Tgt:
$132
Aon
(
AON)
Brokerage Firm:
Mizuho
|
Action:
Upgrade
|
Ratings Change:
Neutral » Outperform
|
Price Tgt:
$397
Applied Optoelectronics
(
AAOI)
Brokerage Firm:
B. Riley Securities
|
Action:
Upgrade
|
Ratings Change:
Sell » Neutral
|
Price Tgt:
$54
Arthur J. Gallagher
(
AJG)
Brokerage Firm:
Mizuho
|
Action:
Upgrade
|
Ratings Change:
Neutral » Outperform
|
Price Tgt:
$260
Biodesix
(
BDSX)
Brokerage Firm:
William Blair
|
Action:
Upgrade
|
Ratings Change:
Mkt Perform » Outperform
|
Price Tgt:
--
Block
(
XYZ)
Brokerage Firm:
Morgan Stanley
|
Action:
Upgrade
|
Ratings Change:
Equal-Weight » Overweight
|
Price Tgt:
$93
Brown & Brown
(
BRO)
Brokerage Firm:
Mizuho
|
Action:
Upgrade
|
Ratings Change:
Neutral » Outperform
|
Price Tgt:
$85
Celsius
(
CELH)
Brokerage Firm:
BofA Securities
|
Action:
Upgrade
|
Ratings Change:
Underperform » Buy
|
Price Tgt:
$65
FIGS, Inc.
(
FIGS)
Brokerage Firm:
KeyBanc Capital Markets
|
Action:
Upgrade
|
Ratings Change:
Sector Weight » Overweight
|
Price Tgt:
$17
Formula One Group C
(
FWONK)
Brokerage Firm:
Wells Fargo
|
Action:
Upgrade
|
Ratings Change:
Underweight » Equal Weight
|
Price Tgt:
$95
HEICO
(
HEI)
Brokerage Firm:
BNP Paribas Exane
|
Action:
Upgrade
|
Ratings Change:
Neutral » Outperform
|
Price Tgt:
--
Honeywell
(
HON)
Brokerage Firm:
Wolfe Research
|
Action:
Upgrade
|
Ratings Change:
Peer Perform » Outperform
|
Price Tgt:
$293
Installed Building Products
(
IBP)
Brokerage Firm:
Vertical Research
|
Action:
Upgrade
|
Ratings Change:
Sell » Hold
|
Price Tgt:
$326
Live Nation
(
LYV)
Brokerage Firm:
Rothschild & Co Redburn
|
Action:
Upgrade
|
Ratings Change:
Neutral » Buy
|
Price Tgt:
$193
Netflix
(
NFLX)
Brokerage Firm:
Arete
|
Action:
Upgrade
|
Ratings Change:
Neutral » Buy
|
Price Tgt:
--
Newmont Corporation
(
NEM)
Brokerage Firm:
Bernstein
|
Action:
Upgrade
|
Ratings Change:
Mkt Perform » Outperform
|
Price Tgt:
$157
NuScale Power
(
SMR)
Brokerage Firm:
Northland Capital
|
Action:
Upgrade
|
Ratings Change:
Market Perform » Outperform
|
Price Tgt:
$21
Palantir Technologies
(
PLTR)
Brokerage Firm:
UBS
|
Action:
Upgrade
|
Ratings Change:
Neutral » Buy
|
Price Tgt:
$150
PubMatic
(
PUBM)
Brokerage Firm:
B. Riley Securities
|
Action:
Upgrade
|
Ratings Change:
Neutral » Buy
|
Price Tgt:
$10.50
Southwest Air
(
LUV)
Brokerage Firm:
TD Cowen
|
Action:
Upgrade
|
Ratings Change:
Hold » Buy
|
Price Tgt:
$66
Stewart Info
(
STC)
Brokerage Firm:
Stephens
|
Action:
Upgrade
|
Ratings Change:
Equal-Weight » Overweight
|
Price Tgt:
$82
Sun Communities
(
SUI)
Brokerage Firm:
Wells Fargo
|
Action:
Upgrade
|
Ratings Change:
Equal Weight » Overweight
|
Price Tgt:
$150
The Baldwin Group
(
BWIN)
Brokerage Firm:
Raymond James
|
Action:
Upgrade
|
Ratings Change:
Outperform » Strong Buy
|
Price Tgt:
$30
Vipshop
(
VIPS)
Brokerage Firm:
Nomura
|
Action:
Upgrade
|
Ratings Change:
Neutral » Buy
|
Price Tgt:
$22
WPP plc
(
WPP)
Brokerage Firm:
Barclays
|
Action:
Upgrade
|
Ratings Change:
Underweight » Equal Weight
|
Price Tgt:
--
DOWNGRADES
American Homes 4 Rent
(
AMH)
Brokerage Firm:
Raymond James
|
Action:
Downgrade
|
Ratings Change:
Outperform » Mkt Perform
|
Price Tgt:
--
Applied Optoelectronics
(
AAOI)
Brokerage Firm:
Northland Capital
|
Action:
Downgrade
|
Ratings Change:
Outperform » Market Perform
|
Price Tgt:
$55
Cars.com
(
CARS)
Brokerage Firm:
JP Morgan
|
Action:
Downgrade
|
Ratings Change:
Overweight » Neutral
|
Price Tgt:
$10
CAVA Group
(
CAVA)
Brokerage Firm:
Argus
|
Action:
Downgrade
|
Ratings Change:
Buy » Hold
|
Price Tgt:
--
Certara
(
CERT)
Brokerage Firm:
Craig Hallum
|
Action:
Downgrade
|
Ratings Change:
Buy » Hold
|
Price Tgt:
$10
Chemed
(
CHE)
Brokerage Firm:
RBC Capital Mkts
|
Action:
Downgrade
|
Ratings Change:
Outperform » Sector Perform
|
Price Tgt:
$422
Dollar Tree
(
DLTR)
Brokerage Firm:
Citigroup
|
Action:
Downgrade
|
Ratings Change:
Buy » Neutral
|
Price Tgt:
$132
Duolingo
(
DUOL)
Brokerage Firm:
Citigroup
|
Action:
Downgrade
|
Ratings Change:
Buy » Neutral
|
Price Tgt:
$101
Duolingo
(
DUOL)
Brokerage Firm:
Morgan Stanley
|
Action:
Downgrade
|
Ratings Change:
Overweight » Equal-Weight
|
Price Tgt:
$100
Duolingo
(
DUOL)
Brokerage Firm:
Evercore ISI
|
Action:
Downgrade
|
Ratings Change:
Outperform » In-line
|
Price Tgt:
$114
Duolingo
(
DUOL)
Brokerage Firm:
JP Morgan
|
Action:
Downgrade
|
Ratings Change:
Overweight » Neutral
|
Price Tgt:
$95
Duolingo
(
DUOL)
Brokerage Firm:
Scotiabank
|
Action:
Downgrade
|
Ratings Change:
Sector Outperform » Sector Perform
|
Price Tgt:
$100
Duolingo
(
DUOL)
Brokerage Firm:
BofA Securities
|
Action:
Downgrade
|
Ratings Change:
Buy » Neutral
|
Price Tgt:
$100
Duolingo
(
DUOL)
Brokerage Firm:
Truist
|
Action:
Downgrade
|
Ratings Change:
Buy » Hold
|
Price Tgt:
$100
Eagle Point Income Company
(
EIC)
Brokerage Firm:
Ladenburg Thalmann
|
Action:
Downgrade
|
Ratings Change:
Buy » Neutral
|
Price Tgt:
--
Eos Energy
(
EOSE)
Brokerage Firm:
Guggenheim
|
Action:
Downgrade
|
Ratings Change:
Buy » Neutral
|
Price Tgt:
$20
Equity Lifestyle Properties
(
ELS)
Brokerage Firm:
Wells Fargo
|
Action:
Downgrade
|
Ratings Change:
Overweight » Equal Weight
|
Price Tgt:
$70
Essex Property
(
ESS)
Brokerage Firm:
Raymond James
|
Action:
Downgrade
|
Ratings Change:
Outperform » Mkt Perform
|
Price Tgt:
--
GoodRx
(
GDRX)
Brokerage Firm:
JP Morgan
|
Action:
Downgrade
|
Ratings Change:
Overweight » Neutral
|
Price Tgt:
--
Iberdrola SA
(
IBDRY)
Brokerage Firm:
Goldman
|
Action:
Downgrade
|
Ratings Change:
Buy » Neutral
|
Price Tgt:
--
Invitation Homes
(
INVH)
Brokerage Firm:
Raymond James
|
Action:
Downgrade
|
Ratings Change:
Outperform » Mkt Perform
|
Price Tgt:
--
Mannkind
(
MNKD)
Brokerage Firm:
RBC Capital Mkts
|
Action:
Downgrade
|
Ratings Change:
Outperform » Sector Perform
|
Price Tgt:
$3.50
MARA Holdings Inc.
(
MARA)
Brokerage Firm:
H.C. Wainwright
|
Action:
Downgrade
|
Ratings Change:
Buy » Neutral
|
Price Tgt:
--
Marsh McLennan
(
MRSH)
Brokerage Firm:
Mizuho
|
Action:
Downgrade
|
Ratings Change:
Outperform » Neutral
|
Price Tgt:
$199
NCR Atleos
(
NATL)
Brokerage Firm:
DA Davidson
|
Action:
Downgrade
|
Ratings Change:
Buy » Neutral
|
Price Tgt:
$50
NexPoint Residential
(
NXRT)
Brokerage Firm:
Raymond James
|
Action:
Downgrade
|
Ratings Change:
Mkt Perform » Underperform
|
Price Tgt:
--
Pembina Pipeline
(
PBA)
Brokerage Firm:
BMO Capital Markets
|
Action:
Downgrade
|
Ratings Change:
Outperform » Market Perform
|
Price Tgt:
--
SITE Centers
(
SITC)
Brokerage Firm:
Piper Sandler
|
Action:
Downgrade
|
Ratings Change:
Overweight » Neutral
|
Price Tgt:
--
Sprout Social
(
SPT)
Brokerage Firm:
Canaccord Genuity
|
Action:
Downgrade
|
Ratings Change:
Buy » Hold
|
Price Tgt:
$9
Synopsys
(
SNPS)
Brokerage Firm:
Morgan Stanley
|
Action:
Downgrade
|
Ratings Change:
Overweight » Equal-Weight
|
Price Tgt:
$480
TKO Group Holdings
(
TKO)
Brokerage Firm:
Seaport Research Partners
|
Action:
Downgrade
|
Ratings Change:
Buy » Neutral
|
Price Tgt:
--
Vital Farms
(
VITL)
Brokerage Firm:
Morgan Stanley
|
Action:
Downgrade
|
Ratings Change:
Overweight » Equal-Weight
|
Price Tgt:
$24
Warner Bros. Discovery
(
WBD)
Brokerage Firm:
The Benchmark Company
|
Action:
Downgrade
|
Ratings Change:
Buy » Hold
|
Price Tgt:
--
Warner Bros. Discovery
(
WBD)
Brokerage Firm:
Arete
|
Action:
Downgrade
|
Ratings Change:
Buy » Neutral
|
Price Tgt:
$31.25
Warner Bros. Discovery
(
WBD)
Brokerage Firm:
Raymond James
|
Action:
Downgrade
|
Ratings Change:
Outperform » Underperform
|
Price Tgt:
--
Xponential Fitness
(
XPOF)
Brokerage Firm:
Roth Capital
|
Action:
Downgrade
|
Ratings Change:
Buy » Neutral
|
Price Tgt:
$7
COVERAGE INITIATED
Brookfield Business Partners
(
BBU)
Brokerage Firm:
CIBC
|
Action:
Initiated
|
Ratings Change:
Sector Outperform
|
Price Tgt:
$44
Costco
(
COST)
Brokerage Firm:
BofA Securities
|
Action:
Initiated
|
Ratings Change:
Buy
|
Price Tgt:
$1185
Dynatrace
(
DT)
Brokerage Firm:
Macquarie
|
Action:
Initiated
|
Ratings Change:
Neutral
|
Price Tgt:
$36
Jazz Pharma
(
JAZZ)
Brokerage Firm:
Barclays
|
Action:
Initiated
|
Ratings Change:
Overweight
|
Price Tgt:
$224
Palantir Technologies
(
PLTR)
Brokerage Firm:
Rosenblatt
|
Action:
Initiated
|
Ratings Change:
Buy
|
Price Tgt:
$150
Pelthos Therapeutics Inc.
(
PTHS)
Brokerage Firm:
Piper Sandler
|
Action:
Initiated
|
Ratings Change:
Overweight
|
Price Tgt:
$48
Polaryx Therapeutics
(
PLYX)
Brokerage Firm:
Maxim Group
|
Action:
Initiated
|
Ratings Change:
Buy
|
Price Tgt:
$10
COVERAGE RESUMED
Netflix
(
NFLX)
Brokerage Firm:
Evercore ISI
|
Action:
Resumed
|
Ratings Change:
Outperform
|
Price Tgt:
$115
Revolution Medicines
(
RVMD)
Brokerage Firm:
UBS
|
Action:
Resumed
|
Ratings Change:
Buy
|
Price Tgt:
$145
Target
(
TGT)
Brokerage Firm:
BofA Securities
|
Action:
Resumed
|
Ratings Change:
Underperform
|
Price Tgt:
$103
Walmart
(
WMT)
Brokerage Firm:
BofA Securities
|
Action:
Resumed
|
Ratings Change:
Buy
|
Price Tgt:
$150
REITERATED/PRICE TARGET CHANGED
Arhaus
(
ARHS)
Brokerage Firm:
Telsey Advisory Group
|
Action:
Reiterated
|
Ratings Change:
Market Perform
|
Price Tgt:
$12 »
$11
Bath & Body Works
(
BBWI)
Brokerage Firm:
Telsey Advisory Group
|
Action:
Reiterated
|
Ratings Change:
Market Perform
|
Price Tgt:
$17 »
$23
Cheniere Energy
(
LNG)
Brokerage Firm:
TD Cowen
|
Action:
Reiterated
|
Ratings Change:
Buy
|
Price Tgt:
$250 »
$255
FIGS, Inc.
(
FIGS)
Brokerage Firm:
Telsey Advisory Group
|
Action:
Reiterated
|
Ratings Change:
Market Perform
|
Price Tgt:
$9 »
$15
Intuit
(
INTU)
Brokerage Firm:
BMO Capital Markets
|
Action:
Reiterated
|
Ratings Change:
Outperform
|
Price Tgt:
$624 »
$550
Monster Beverage
(
MNST)
Brokerage Firm:
Evercore ISI
|
Action:
Reiterated
|
Ratings Change:
Outperform
|
Price Tgt:
$85 »
$90
Monster Beverage
(
MNST)
Brokerage Firm:
UBS
|
Action:
Reiterated
|
Ratings Change:
Neutral
|
Price Tgt:
$84 »
$92
Monster Beverage
(
MNST)
Brokerage Firm:
JP Morgan
|
Action:
Reiterated
|
Ratings Change:
Neutral
|
Price Tgt:
$79 »
$81
Monster Beverage
(
MNST)
Brokerage Firm:
Piper Sandler
|
Action:
Reiterated
|
Ratings Change:
Overweight
|
Price Tgt:
$85 »
$94
Monster Beverage
(
MNST)
Brokerage Firm:
Wells Fargo
|
Action:
Reiterated
|
Ratings Change:
Overweight
|
Price Tgt:
$86 »
$94
Monster Beverage
(
MNST)
Brokerage Firm:
Citigroup
|
Action:
Reiterated
|
Ratings Change:
Buy
|
Price Tgt:
$90 »
$100
Monster Beverage
(
MNST)
Brokerage Firm:
Stifel
|
Action:
Reiterated
|
Ratings Change:
Buy
|
Price Tgt:
$82 »
$92
Monster Beverage
(
MNST)
Brokerage Firm:
Deutsche Bank
|
Action:
Reiterated
|
Ratings Change:
Buy
|
Price Tgt:
$88 »
$94
Monster Beverage
(
MNST)
Brokerage Firm:
Jefferies
|
Action:
Reiterated
|
Ratings Change:
Buy
|
Price Tgt:
$80 »
$100
Monster Beverage
(
MNST)
Brokerage Firm:
TD Cowen
|
Action:
Reiterated
|
Ratings Change:
Hold
|
Price Tgt:
$80 »
$88
Ormat Tech
(
ORA)
Brokerage Firm:
TD Cowen
|
Action:
Reiterated
|
Ratings Change:
Buy
|
Price Tgt:
$131 »
$125
Par Pacific
(
PARR)
Brokerage Firm:
TD Cowen
|
Action:
Reiterated
|
Ratings Change:
Buy
|
Price Tgt:
$39 »
$48
ServisFirst Bancshares
(
SFBS)
Brokerage Firm:
Hovde Group
|
Action:
Reiterated
|
Ratings Change:
Outperform
|
Price Tgt:
$92 »
$97
Vital Farms
(
VITL)
Brokerage Firm:
Telsey Advisory Group
|
Action:
Reiterated
|
Ratings Change:
Outperform
|
Price Tgt:
$50 »
$35
Wolverine
(
WWW)
Brokerage Firm:
Telsey Advisory Group
|
Action:
Reiterated
|
Ratings Change:
Market Perform
|
Price Tgt:
$18 »
$22
Zscaler
(
ZS)
Brokerage Firm:
BMO Capital Markets
|
Action:
Reiterated
|
Ratings Change:
Outperform
|
Price Tgt:
$315 »
$210