US BROKER MOVES: ALB upgraded at Baird; ASTS downgraded at Scotiabank
The upgrades and downgrades across various stocks reflect shifting analyst sentiment, particularly with several significant upgrades for companies like Albemarle and McDonald's, which may improve investor outlook and price targets.
Newsquawk StaffPublished On the live feed at — 4 more headlines followed before this page went public
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US BROKER MOVES: ALB upgraded at Baird; ASTS downgraded at Scotiabank
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UPGRADES
- Albemarle (ALB) Upgraded to Outperform at Baird; PT USD 210
- Amcor (AMCR) Upgraded to Outperform at Baird; PT USD 10
- Block (XYZ) Upgraded to Outperform at BNP Paribas; PT USD 83
- BNY Mellon (BK) Upgraded to Buy at Truist Secs
- Colgate-Palmolive (CL) Upgraded to Overweight at Piper Sandler; PT USD 88
- First Bancorp NC (FBNC) Upgraded to Strong Buy at Raymond James; PT USD 62
- First Commonwealth (FCF) Upgraded to Outperform at Raymond James; PT USD 20
- Golub Capital (GBDC) Upgraded to Overweight at Wells Fargo; PT USD 14
- HBT Financial (HBT) Upgraded to Outperform at Raymond James; PT USD 30
- Hershey (HSY) Upgraded to Overweight at Piper Sandler; PT USD 213
- Lowe's (LOW) Upgraded to Overweight at Barclays; PT USD 285
- McDonald's (MCD) Upgraded to Outperform at Oppenheimer; PT USD 355
- Wayfair (W) Upgraded to Overweight at Barclays; PT USD 123
DOWNGRADES
- Afya (AFYA) Downgraded to Neutral at JPMorgan; PT USD 22
- Alerus Financial (ALRS) Downgraded to Market Perform at Hovde Group
- Arthur J Gallagher (AJG) Downgraded to Neutral at Piper Sandler; PT USD 272
- AST SpaceMobile (ASTS) Downgraded to Sector Underperform at Scotiabank
- Axalta (AXTA) Downgraded to Neutral at Baird; PT USD 35
- Bain Capital Specialty Finance (BCSF) US Downgraded to Equal-Weight at Wells Fargo; PT USD 14
- Bank of America (BAC) Downgraded to Peerperform at Wolfe
- Bigbear.ai (BBAI) Downgraded to Neutral at Cantor; PT USD 6
- BJ's Wholesale (BJ) Downgraded to Underweight at Barclays; PT USD 90
- Blackstone Sec Lending (BXSL) Downgraded to Underweight at Wells Fargo; PT USD 24
- ChoiceOne Financial Services (COFS) US Downgraded to Market Perform at Hovde Group
- Cleveland-Cliffs (CLF) Downgraded to Sector Weight at KeyBanc
- Crocs (CROX) Downgraded to Neutral at Baird; PT USD 100
- Deckers Outdoor (DECK) Downgraded to Underweight at Piper Sandler; PT USD 85
- Deckers Outdoor (DECK) Downgraded to Neutral at Baird; PT USD 125
- Fidelis Insurance (FIHL) Downgraded to Underweight at JPMorgan; PT USD 21
- First Solar (FSLR) Downgraded to Hold at Jefferies; PT USD 260
- Gitlab (GTLB) Downgraded to Neutral at Cantor; PT USD 40
- Graphic Packaging (GPK) Downgraded to Neutral at Baird; PT USD 18
- Heritage Commerce (HTBK) Downgraded to Market Perform at Raymond James
- Humana (HUM) Downgraded to Equal-Weight at Wells Fargo; PT USD 290
- JPMorgan (JPM) Downgraded to Peerperform at Wolfe
- Lakeland Financial (LKFN) Downgraded to Market Perform at Hovde Group
- M&T Bank (MTB) Downgraded to Peerperform at Wolfe
- MidCap Financial (MFIC) Downgraded to Equal-Weight at Wells Fargo; PT USD 11
- Morgan Stanley Direct Lending Fund (MSDL) US Downgraded to Equal-Weight at Wells Fargo; PT USD 16
- OneStream (OS) Downgraded to Neutral at Rosenblatt Securities Inc; PT USD 24
- OneStream (OS) Downgraded to Market Perform at BMO; PT USD 24
- OneStream (OS) Downgraded to Hold at Loop Capital; PT USD 24
- OneStream (OS) Downgraded to Neutral at Guggenheim
- OneStream (OS) Downgraded to Neutral at Mizuho Securities; PT USD 24
- OneStream (OS) Downgraded to Equal-Weight at Morgan Stanley; PT USD 24
- OneStream (OS) Downgraded to Hold at TD Cowen; PT USD 24
- OneStream (OS) Downgraded to Hold at Truist Secs; PT USD 24
- OneStream (OS) Downgraded to Neutral at Piper Sandler; PT USD 24
- OneStream (OS) Downgraded to Neutral at Baird; PT USD 24
- OneStream (OS) Downgraded to Market Perform at William Blair
- Portillo's (PTLO) Downgraded to Hold at Stifel; PT USD 6
- Prosperity Banc (PB) Downgraded to Market Perform at Raymond James
- SoundThinking Inc (SSTI) Downgraded to Neutral at Cantor; PT USD 10
- State Street (STT) Downgraded to Hold at Truist Secs
- U.S. Bancorp (USB) Downgraded to Peerperform at Wolfe
- Union Pacific (UNP) Downgraded to Market Perform at BMO; PT USD 255
- Universal Health (UHS) Downgraded to Equal-Weight at Wells Fargo; PT USD 235
- W R Berkley Corp (WRB) Downgraded to Underperform at Evercore ISI; PT USD 69
- Wolverine World Wide (WWW) Downgraded to Neutral at Piper Sandler; PT USD 16
- Yum (YUM) Downgraded to Market Perform at Oppenheimer
INITIATIONS
- Applied Digital (APLD) Initiated at New Buy at Arete; PT USD 99
- Applied Digital (APLD) Initiated at New Buy at Freedom Capital; PT USD 36
- ATRenew (RERE) ADRs Initiated at New Buy at Huatai Research; PT USD 7.64
- Badger Meter (BMI) Initiated at New Underweight at Barclays; PT USD 157
- Compugen (CGEN) Initiated at New Buy at HC Wainwright; PT USD 4
- Design Therapeutics (DSGN) Initiated at New Outperform at Oppenheimer; PT USD 18
- Dream Finders (DFH) Initiated at New Market Perform at Citizens
- Erasca (ERAS) Initiated at New Overweight at Piper Sandler; PT USD 5
- Galecto (GLTO) Initiated at New Outperform at Leerink; PT USD 46
- Jade Biosciences Inc (JBIO) Initiated at New Buy at HC Wainwright; PT USD 25
- Legend Biotech (LEGN) ADRs Initiated at New Outperform at Oppenheimer; PT USD 75
- M/I Homes (MHO) Initiated at New Market Outperform at Citizens; PT USD 165
- Meritage Homes (MTH) Initiated at New Market Outperform at Citizens; PT USD 90
- Natera (NTRA) Initiated at New Buy at Citi; PT USD 300
- Olema Pharma (OLMA) Initiated at New Overweight at Piper Sandler; PT USD 40
- ON Semi (ON) Reinstated Buy at William O'Neil
- ORIC Pharma (ORIC) Initiated at New Overweight at Piper Sandler; PT USD 22
- Palvella Therapeutics (PVLA) Initiated at New Outperform at Mizuho Securities
- Protara Therapeutics Inc (TARA) Initiated at New Overweight at Piper Sandler
- PulteGroup (PHM) Initiated at New Market Outperform at Citizens; PT USD 145
- Taylor Morrison (TMHC) Reinstated Market Outperform at Citizens; PT USD 95
- Toll Brothers (TOL) Initiated at New Market Outperform at Citizens; PT USD 175
- Tri Pointe Homes (TPH) Reinstated Market Outperform at Citizens
- Vertical Aerospace (EVTL) Initiated at New Outperform at William Blair
Context
Conversely, AST SpaceMobile's downgrade highlights concerns that could pressure its stock performance. Overall, this mixed sentiment can lead to increased volatility, as investor positions adjust to the new recommendations and target price changes across sectors.
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