US BROKER MOVES: DELL downgraded at UBS; TTD downgraded at HSBC
The downgrades of Dell by UBS and Trade Desk by HSBC suggest a cautious outlook for these stocks, indicating that analysts anticipate challenges ahead.
Newsquawk StaffPublished On the live feed at — 6 more headlines followed before this page went public
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Iranian Spokesman for the National Security Committee says Bahrain and the UAE are still on the wrong path, Al Mayadeen reports; "We will not allow the formation of the UAE-Israel axis in the region"
Chairman of the Iranian Parliament's Energy Commission says Iran's oil export is unstoppable; "The production in various oil fields of the country continues continuously and there is no special problem in the field of production"
US BROKER MOVES: DELL downgraded at UBS; TTD downgraded at HSBC
Saudi Aramco CEO Nasser says the company can reach its maximum sustainable oil production capacity of 12mln bpd within three weeks if needed
Fox (FOXA) Q1 2026 (USD): EPS 1.32 (exp. 0.98), Revenue 3.99bln (exp. 3.78bln); Adj. EBITDA 954mln (exp. 741.7mln)
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UPGRADES
- Disney (DIS) Upgraded to Buy at Phillip Secs; PT USD 130
- News Corp (NWSA) Upgraded to Outperform at Macquarie; PT USD 29.40
- Pitney Bowes (PBI) Upgraded to Neutral at BofA; PT USD 16.50
- Primoris Services (PRIM) Upgraded to Outperform at Mizuho Securities
- StandardAero (SARO) Upgraded to Buy at UBS; PT USD 34
- Starz Entertainment (STRZ) Upgraded to Outperform at Baird; PT USD 30
DOWNGRADES
- Array Digital (AD) Downgraded to Market Perform at Raymond James
- BioMarin (BMRN) Downgraded to Neutral at Goldman; PT USD 69
- Carlyle Group (CG) Downgraded to Sector Perform at RBC; PT USD 58
- CNH Industrial (CNH) Downgraded to Neutral at Goldman; PT USD 10.50
- Dell Technologies (DELL) Downgraded to Neutral at UBS; PT USD 243
- DXP Enterprises (DXPE) Downgraded to Hold at Freedom Finance
- Goodyear (GT) Downgraded to Hold at Deutsche Bank; PT USD 7
- Healthpeak Properties (DOC) Downgraded to Inline at Evercore ISI; PT USD 21
- HubSpot (HUBS) Downgraded to Neutral at BNP Paribas; PT USD 210
- HubSpot (HUBS) Downgraded to Neutral at Macquarie; PT USD 190
- Telephone and Data Systems (TDS) US Downgraded to Market Perform at Raymond James
- Trade Desk (TTD) Downgraded to Reduce at HSBC; PT USD 20
- Wendy's (WEN) Downgraded to Underweight at JPMorgan; PT USD 6
INITIATIONS
- Arxis (ARXS) Initiated at New Buy at Melius; PT USD 45
- Arxis (ARXS) Initiated at New Overweight at Wells Fargo; PT USD 42
- Arxis (ARXS) Initiated at New Buy at Jefferies; PT USD 42
- Arxis (ARXS) Initiated at New Sector Perform at RBC; PT USD 39
- Arxis (ARXS) Initiated at New Outperform at William Blair
- Arxis (ARXS) Initiated at New Buy at Citi; PT USD 42
- Arxis (ARXS) Initiated at New Buy at Rothschild & Co Redburn; PT USD 40
- Arxis (ARXS) Initiated at New Outperform at Baird; PT USD 55
- Arxis (ARXS) Initiated at New Overweight at Morgan Stanley; PT USD 44
- Arxis (ARXS) Initiated at New Buy at Goldman; PT USD 53
- Bicara Therapeutics (BCAX) Initiated at New Buy at Guggenheim; PT USD 42
- BridgeBio Oncology Therapeutics (BBOT) Initiated at New Buy at Canaccord
- Coherus Oncology (CHRS) Initiated at New Buy at Guggenheim; PT USD 12
- Enhanced Group (ENHA) Initiated at New Buy at Lucid Capital Markets; PT USD 15
- Klarna (KLAR) Initiated at New Hold at TD Cowen; PT USD 16
- Live Oak Acquisition Corp. V (LOKV) Initiated at New Buy at Compass Point
- Madison Air Solutions (MAIR) Initiated at New Buy at Melius; PT USD 47
- Madison Air Solutions (MAIR) Initiated at New Buy at Citi; PT USD 49
- Madison Air Solutions (MAIR) Initiated at New Outperform at William Blair
- Madison Air Solutions (MAIR) Initiated at New Overweight at Wells Fargo
- Madison Air Solutions (MAIR) Initiated at New Overweight at Barclays; PT USD 45
- Madison Air Solutions (MAIR) Initiated at New Outperform at Baird; PT USD 48
- Madison Air Solutions (MAIR) Initiated at New Outperform at RBC; PT USD 48
- Madison Air Solutions (MAIR) Initiated at New Neutral at Goldman; PT USD 44
- Madison Air Solutions (MAIR) Initiated at New Buy at Stifel; PT USD 47
- Oklo (OKLO) Initiated at New Neutral at JPMorgan; PT USD 83
- Tesla (TSLA) Initiated at New Add at Caitong Securities
- Versigent (VGNT) Initiated at New Overweight at Morgan Stanley; PT USD 51
Context
This could influence investor sentiment and pricing in both tech and advertising sectors, prompting a reassessment of growth prospects and relative valuations. Market reactions could be amplified if peers react similarly or if these downgrades alter broader sector performance expectations.
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