BROKER MOVES: ULTA upgraded at Jefferies; NXPI downgraded at Wells
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Iranian authorities have expressed willingness to send a delegation for a second round of talks in Islamabad this week, two Pakistani officials said Monday via AP
BCB Economist Poll: 2026 Selic rate 13.00% (prev. 12.5%), 2027 Selic rate 11.0% (prev. 10.50%)
BROKER MOVES: ULTA upgraded at Jefferies; NXPI downgraded at Wells
Toyota (TM) to reduce overseas output by 38,000 units by November due to Iran war, also to cut Asia output of Middle East bound pickup trucks
China Premier Li urges promoting energy structure adjustment, via CCTV
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UPGRADES:
- Air Products (APD) Upgraded to Buy at Berenberg; PT USD 350
- American Electric Power (AEP) US Upgraded to Buy at Seaport Global Securities; PT USD 145
- Arcos Dorados (ARCO) Upgraded to Outperform at Grupo Santander; PT USD 14
- Biogen (BIIB) Upgraded to Overweight at Wells Fargo; PT USD 250
- Celldex (CLDX) Upgraded to Overweight at Barclays; PT USD 45
- Ecolab (ECL) Upgraded to Buy at Deutsche Bank; PT USD 325
- JPMorgan (JPM) Upgraded to Accumulate at Phillip Secs; PT USD 335
- Lakeland Industries (LAKE) Upgraded to Buy at DA Davidson; PT USD 14
- Melco Resorts (MLCO) ADRs Upgraded to Outperform at CICC; PT USD 8.20
- Okta (OKTA) Upgraded to Overweight at Barclays
- Oscar Health (OSCR) Upgraded to Hold at Jefferies; PT USD 16
- Plexus (PLXS) Upgraded to Buy at Stifel; PT USD 250
- Texas Instruments (TXN) Upgraded to Hold at Aletheia Capital; PT USD 220
- Ulta Beauty (ULTA) Upgraded to Buy at Jefferies; PT USD 700
- WaterBridge Infrastructure (WBI) Upgraded to Buy at Goldman; PT USD 32
- Wells Fargo (WFC) Upgraded to Buy at Phillip Secs; PT USD 98
- Williams Cos (WMB) Upgraded to Buy at Goldman; PT USD 82
DOWNGRADES:
- Avis Budget (CAR) Downgraded to Underweight at Barclays; PT USD 150
- Centessa Pharmaceuticals (CNTA) ADRs Downgraded to Equal-Weight at Wells Fargo
- Doximity (DOCS) Downgraded to Hold at Truist Secs; PT USD 29
- Edison International (EIX) Downgraded to Neutral at Seaport Global Securities
- Entergy (ETR) Downgraded to Neutral at Seaport Global Securities
- Eversource (ES) Downgraded to Neutral at Seaport Global Securities
- Exelon (EXC) Downgraded to Hold at Jefferies; PT USD 50
- Gitlab (GTLB) Downgraded to Sector Perform at RBC; PT USD 25
- Hess Midstream (HESM) Downgraded to Sell at Goldman; PT USD 32
- Intel (INTC) Downgraded to Neutral at KGI Securities; PT USD 71
- Janux Therapeutics (JANX) Downgraded to Underweight at Barclays; PT USD 14
- Lionsgate Studios (LION) Downgraded to Neutral at Citi; PT USD 12.60
- Mohawk Industries (MHK) Downgraded to Neutral at BofA; PT USD 122
- NXP Semi (NXPI) Downgraded to Equal-Weight at Wells Fargo; PT USD 235
- Qorvo (QRVO) Downgraded to Underperform at Mizuho Securities; PT USD 66
- Schneider National (SNDR) Downgraded to Market Perform at Raymond James
- Skyworks (SWKS) Downgraded to Underperform at Mizuho Securities; PT USD 46
- Southern Co (SO) Downgraded to Neutral at Seaport Global Securities
- Tvardi Therapeutics (TVRD) Downgraded to Underweight at Barclays; PT USD 3
- Westlake Corp (WLK) Downgraded to Hold at Deutsche Bank; PT USD 120
INITIATIONS:
- Candel Therapeutics (CADL) Initiated at New Overweight at Cantor
- Healthcare Realty Trust (HR) Initiated at New Neutral at UBS; PT USD 18
- Healthpeak Properties (DOC) Initiated at New Neutral at UBS; PT USD 17
- Kyndryl (KD) Initiated at New Market Perform at BMO; PT USD 15
- MKS Inc. (MKSI) Reinstated Buy at William O'Neil
- MP Materials (MP) Initiated at New Outperform at Wedbush; PT USD 90
- OptimumBank (OPHC) Initiated at New Buy at Janney Montgomery; PT USD 8
- Primis Financial Corp (FRST) Initiated at New Outperform at KBW; PT USD 17
- Sensei Bio (SNSE) Initiated at New Outperform at Leerink; PT USD 50
- Serve Robotics (SERV) Initiated at New Buy at Guggenheim; PT USD 13
- Thor Industries (THO) Initiated at New Neutral at Seaport Global Securities
- USA Rare Earth (USAR) Initiated at New Outperform at Wedbush; PT USD 29
- Voya Financial (VOYA) Initiated at New Buy at TD Cowen; PT USD 100
- Whirlpool (WHR) Initiated at New Neutral at Mizuho Securities; PT USD 55
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