US BROKER MOVES: CRWD upgraded at Mizuho, ADBE downgraded; CPB downgraded at Bernstein

The upgrades and downgrades of several major companies provide a mixed picture for investors.

Newsquawk StaffPublished On the live feed at 4 more headlines followed before this page went public
Newsquawk headlinesUTC

DR Congo to set up paramilitary unit to secure mines; unit to secure mines amid US and UAE partnerships, AFP reports

Israeli Army says it has begun attacking Hezbollah infrastructure in Bekaa Valley and in several areas of Southern Lebanon

US BROKER MOVES: CRWD upgraded at Mizuho, ADBE downgraded; CPB downgraded at Bernstein

Around seven ships passed through Hormuz in past 24 hours; Six tankers carrying c. 10.5mln bbls of Iranian oil turned around by US forces and returned through Hormuz to Iran in recent days, Tankertrackers reports

CBRT Governor Karahan says it maintained its tight policy stance and to tighten policy further if needed

Open the platform and use it. The whole workspace is free to try, with no signup and no card. When you want the headlines arriving live instead of on a delay, Newsquawk Pro is £24.99 for 7 days.

Free. No signup, no card.

UPGRADES

  • CrowdStrike (CRWD) Upgraded to Outperform at Mizuho Securities; PT USD 520
  • Fortinet (FTNT) Upgraded to Buy at Arete; PT USD 104
  • MSC Industrial (MSM) Upgraded to Overweight at KeyBanc; PT USD 117
  • OGE Energy (OGE) Upgraded to Equal-Weight at Wells Fargo; PT USD 47
  • Rollins (ROL) Upgraded to Buy at Rothschild & Co Redburn; PT USD 66
  • Snap (SNAP) Upgraded to Buy at Rothschild & Co Redburn; PT USD 10

DOWNGRADES

  • Adobe (ADBE) Downgraded to Neutral at Mizuho Securities; PT USD 270
  • AMD (AMD) Downgraded to Market Perform at Northland
  • Campbell's (CPB) Downgraded to Market Perform at Bernstein; PT USD 21
  • Digital Realty (DLR) Downgraded to Hold at HSBC; PT USD 210
  • Gartner (IT) Downgraded to Neutral at Goldman
  • GE Vernova (GEV) Downgraded to Neutral at BNP Paribas; PT USD 1,190
  • Kinsale Capital (KNSL) Downgraded to Equal-Weight at Wells Fargo; PT USD 357
  • KKR Real Estate Finance (KREF) Downgraded to Market Perform at Citizens
  • Pinterest (PINS) Downgraded to Neutral at Rothschild & Co Redburn; PT USD 23
  • Terns (TERN) Downgraded to Market Perform at Oppenheimer

INITIATIONS

  • Celcuity (CELC) Initiated at New Market Outperform at Citizens; PT USD 150
  • Cohu (COHU) Initiated at New Buy at Jefferies; PT USD 55
  • Commvault Systems (CVLT) Initiated at New Hold at Jefferies; PT USD 105
  • DDC Enterprise (DDC) Initiated at New Buy at Benchmark; PT USD 3
  • DoorDash (DASH) Initiated at New Buy at TD Cowen; PT USD 225
  • Galaxy Digital (GLXY) Initiated at New Buy at Chardan Capital Markets; PT USD 35
  • HMH Holding (HMH) Initiated at New Overweight at JPMorgan; PT USD 26
  • HMH Holding (HMH) Initiated at New Buy at Stifel; PT USD 27
  • HMH Holding (HMH) Initiated at New Overweight at Piper Sandler; PT USD 32
  • HMH Holding (HMH) Initiated at New Buy at Citi; PT USD 30
  • Keel Infrastructure (KEEL) Initiated at New Buy at Chardan Capital Markets
  • LB Pharmaceuticals (LBRX) Initiated at New Buy at HC Wainwright; PT USD 45
  • Matson (MATX) Initiated at New Overweight at JPMorgan; PT USD 230
  • Micron (MU) Initiated at New Buy at Melius
  • Mineralys Therapeutics (MLYS) Initiated at New Buy at TD Cowen
  • NRG Energy (NRG) Initiated at New Buy at President Capital Management
  • Powell Industries (POWL) Initiated at New Overweight at JPMorgan; PT USD 310
  • Riot Platforms (RIOT) Initiated at New Buy at Chardan Capital Markets
  • Rubrik (RBRK) Initiated at New Buy at Jefferies; PT USD 65
  • Sandisk (SNDK) Initiated at New Buy at Melius
  • Shattuck Labs (STTK) Initiated at New Overweight at Cantor
  • Stubhub (STUB) Initiated at New Equal-Weight at Morgan Stanley; PT USD 8.25
  • TuHURA Biosciences Inc (HURA) Initiated at New Market Outperform at Citizens
Context

CrowdStrike's upgrade to 'Outperform' suggests strong confidence in its performance, potentially hinting at bullish sentiment in cybersecurity, while Adobe's downgrade to 'Neutral' indicates caution around its growth prospects, particularly in a competitive software landscape. Traders should consider how these changes may influence sector sentiment and overall market dynamics, especially if other firms in the tech and consumer sectors respond accordingly.

Related headlines

The whole workspace, free to try.

Try it free