US BROKER MOVES: GOOGL upgraded at Wells Fargo; Jefferies downgrades apps software names
The recent upgrades for Alphabet (GOOGL) at Wells Fargo and other notable names indicate a shift in sentiment that could drive positive momentum in those stocks.
Newsquawk StaffPublished On the live feed at — 5 more headlines followed before this page went public
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US BROKER MOVES: GOOGL upgraded at Wells Fargo; Jefferies downgrades apps software names
US President Trump criticises the Supreme Court, he says recent ruling gave him far more powers and strength than he had prior to the tariff ruling
Barclays month-end rebalancing model sees moderate USD buying against all majors
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UPGRADES
- Icon (ICLR) upgraded from Hold to Buy at Jefferies; PT USD 135
- Henry Schein (HSIC) upgraded from Neutral to Outperform at Baird; PT USD 100
- CBRE (CBRE) upgraded from Neutral to Buy at UBS; PT USD 185
- BlackRock (BLK) upgraded from Neutral to Buy at UBS; PT USD 1,280
- Alphabet (GOOGL) upgraded from Equal-Weight to Overweight at Wells Fargo; PT USD 387
- Acadia Pharma (ACAD) upgraded from Neutral to Outperform at Mizuho Securities; PT USD 35
- Nvidia (NVDA) upgraded from Neutral to Buy at Aletheia Capital; PT USD 250
- Macerich (MAC) upgraded from Sector Weight to Overweight at KeyBanc; PT USD 25
DOWNGRADES
- Workday (WDAY) downgraded from Buy to Hold at Jefferies; PT USD 150
- VF Corp (VFC) downgraded from Neutral to Underweight at JPMorgan; PT USD 18
- Vertical Aerospace (EVTL) downgraded from Market Perform to Underperform at Raymond James
- NBT Bancorp (NBTB) downgraded from Buy to Neutral at Janney Montgomery; PT USD 47
- Monday.com (MNDY) downgraded from Buy to Hold at Jefferies; PT USD 80
- Mister Car Wash (MCW) downgraded from Overweight to Neutral at JPMorgan; PT USD 7
- Harmony Biosciences (HRMY) downgraded from Buy to Hold at Truist Secs
- Harmony Biosciences (HRMY) downgraded from Buy to Hold at Deutsche Bank; PT USD 31
- General Mills (GIS) downgraded from Buy to Neutral at BofA; PT USD 48
- Freshworks (FRSH) downgraded from Buy to Hold at Jefferies; PT USD 8
- Docusign (DOCU) downgraded from Buy to Hold at Jefferies; PT USD 45
- Deere (DE) downgraded from Hold to Underperform at Jefferies; PT USD 550
- AES Corp (AES) downgraded from Buy to Hold at HSBC; PT USD 16
INITIATIONS
- Yuanbao (YB) ADRs initiated at Neutral at Citi; PT USD 21.80
- Yorkville Acquisition (MCGA) initiated at Buy at Jefferies; PT USD 37
- York Space Systems (YSS) initiated at Neutral at Goldman; PT USD 29
- York Space Systems (YSS) initiated at Overweight at JPMorgan; PT USD 39
- York Space Systems (YSS) initiated at Buy at Jefferies; PT USD 37
- York Space Systems (YSS) initiated at Outperform at Baird; PT USD 40
- York Space Systems (YSS) initiated at Overweight at Wells Fargo; PT USD 35
- York Space Systems (YSS) initiated at Buy at Canaccord; PT USD 36
- York Space Systems (YSS) initiated at Hold at Truist Secs; PT USD 30
- York Space Systems (YSS) initiated at Outperform at Raymond James; PT USD 55
- Tango Therapeutics (TNGX) initiated at Outperform at Mizuho Securities
- PicS (PICS) initiated at Outperform at RBC; PT USD 20
- PicS (PICS) initiated at Buy at Citi; PT USD 28
- PicS (PICS) initiated at Outperform at Mizuho Securities; PT USD 30
- Nova Minerals ADRs initiated at Sell at Spruce Point Capital
- MiMedx (MDXG) initiated at Market Outperform at Citizens; PT USD 10
- H2O America (HTO) initiated at Overweight at Barclays; PT USD 61
- Ethos Technologies (LIFE) initiated at Buy at Goldman; PT USD 33
- Ethos Technologies (LIFE) initiated at Overweight at Barclays; PT USD 20
- Ethos Technologies (LIFE) initiated at Overweight at JPMorgan; PT USD 13
- Ethos Technologies (LIFE) initiated at Outperform at Baird; PT USD 18
- Ethos Technologies (LIFE) initiated at Market Outperform at Citizens
- Ethos Technologies (LIFE) initiated at Buy at Citi; PT USD 15
- Ethos Technologies (LIFE) initiated at Outperform at William Blair
- Ethos Technologies (LIFE) initiated at Buy at Deutsche Bank; PT USD 23
- Context Therapeutics (CNTX) initiated at Outperform at LifeSci Capital
- Bob's Discount Furniture (BOBS) initiated at Buy at DA Davidson; PT USD 26
Context
Conversely, downgrades for firms like Workday (WDAY) and General Mills (GIS) might pressure those stocks, reflecting concerns about their near-term performance versus peers. Overall, these rating changes can influence market positioning and sector trends, with implications for investment strategies going forward.
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