US BROKER MOVES: MOS upgraded at Scotiabank, FTNT downgraded; HUM downgraded at Morgan Stanley
The recent upgrades and downgrades by top brokerages highlight shifting investor sentiment and potential revaluations in certain sectors.
Newsquawk StaffPublished On the live feed at — 5 more headlines followed before this page went public
Newsquawk headlinesUTC
Air India says aware that one of our pilots has reported a possible defect on the fuel control switch of a Boeing 787-8; matter has been communicated to the aviation regulator, DGCA
Oracle (ORCL) announces USD-denominated eight-parter, according to Bloomberg
US BROKER MOVES: MOS upgraded at Scotiabank, FTNT downgraded; HUM downgraded at Morgan Stanley
UK is revoking the accreditation of a Russian diplomat and any further action taken by Russia will be considered an escalation and responded to accordingly
US PRE-MARKET MOVERS: NVDA, ORCL, CRML/USAR/MP/UUUU/UAML, IDXX, MCD, DIS, HUM, BYDDY
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
- ARM Holdings (ARM) ADRs Upgraded to Neutral at Grupo Santander; PT USD 104
- Autodesk (ADSK) Upgraded to Overweight at JPMorgan; PT USD 319
- Church & Dwight (CHD) Upgraded to Neutral at JPMorgan; PT USD 100
- Darling Ingredients (DAR) Upgraded to Outperform at Baird; PT USD 62
- Futu Holdings (FUTU) ADRs Upgraded to Buy at Goldman; PT USD 213.39
- Liberty Energy (LBRT) Upgraded to Overweight at Piper Sandler; PT USD 32
- McDonald's (MCD) Upgraded to Buy at BTIG; PT USD 360
- Mosaic (MOS) Upgraded to Sector Outperform at Scotiabank; PT USD 36
- ResMed (RMD) Upgraded to Buy at Morgans Financial Limited; PT USD 47.73
DOWNGRADES
- Autoliv (ALV) Downgraded to Hold at Handelsbanken; PT USD 130
- Best Buy (BBY) Downgraded to Neutral at JPMorgan; PT USD 76
- BioNTech (BNTX) ADRs Downgraded to Market Perform at Leerink; PT USD 113
- Chevron (CVX) Downgraded to Hold at HSBC; PT USD 180
- Cirrus Logic (CRUS) Downgraded to Hold at Loop Capital; PT USD 130
- Fortinet (FTNT) Downgraded to Sector Perform at Scotiabank; PT USD 85
- Humana (HUM) Downgraded to Underweight at Morgan Stanley; PT USD 174
- Independent Bank Corp (INDB) Downgraded to Underweight at Barclays; PT USD 80
- International Paper (IP) Downgraded to Neutral at UBS; PT USD 44
- Prosperity Banc (PB) Downgraded to Underweight at Barclays; PT USD 68
- PTC Inc. (PTC) Downgraded to Underweight at JPMorgan; PT USD 162
INITIATIONS
- American Bitcoin (ABTC) Initiated at New Buy at HC Wainwright; PT USD 4
- Avalo Therapeutics (AVTX) Initiated at New Buy at Guggenheim; PT USD 50
- Circle Internet (CRCL) Initiated at New Equal-Weight at Morgan Stanley; PT USD 66
- Cullinan Therapeutics (CGEM) Initiated at New Buy at Guggenheim; PT USD 30
- Here Group Ltd (HERE) ADRs Initiated at New Outperform at CICC; PT USD 6.50
- KLA Corp (KLAC) Initiated at New Neutral at CTBC Securities; PT USD 1,750
- Micron (MU) Initiated at New Buy at Phillip Secs; PT USD 500
- Praxis Precision (PRAX) Initiated at New Equal-Weight at Wells Fargo; PT USD 282
- Rapport Therapeutics (RAPP) Initiated at New Overweight at Wells Fargo; PT USD 43
- Sandisk (SNDK) Initiated at New Buy at CTBC Securities; PT USD 660
- Stewart Information (STC) Initiated at New Market Outperform at Citizens
- Synergy CHC (SNYR) Initiated at New Buy at Ascendiant Capital Markets; PT USD 5
- Teradyne (TER) Initiated at New Buy at Aletheia Capital; PT USD 400
- Waystar (WAY) Initiated at New Outperform at Leerink; PT USD 43
Context
Specifically, Mosaic's upgrade could signal greater confidence in agricultural stocks, while Humana's downgrade suggests caution in the healthcare sector, potentially impacting those related equities and their performance. Traders should consider sector trends and the implications for peer companies as these ratings can indicate market shifts and affect trading strategies.
Related headlines
- [MARKET ANALYSIS] Dollar takes a breather and holds on to post-FOMC spoils1 hour ago
- [MARKET ANALYSIS] Oil prices are contained after retreating yesterday on supply-side headlines, while gold partially rebounds from its post-FOMC drop1 hour ago
- PRE-MARKET TAIWAN AND SINGAPORE STOCKS NEWS: Taiwan Digital Minister Lin Yi-jing recently visited Washington, D.C., and met with US officials, think tanks and major technology companies to discuss cooperation on AI and cybersecurity3 hours ago
- US President Trump says Iran war will end soon because Iran cannot go on and it is going to be a really good conclusion3 hours ago
- US President Trump says very close to a deal with Mexico and we don't need anything Europe has, also questions why should the US carry Canada3 hours ago
- US President Trump is expected to meet Gulf leaders on the sidelines of the UN General Assembly in New York next Tuesday to discuss next steps in the war with Iran, according to Axios4 hours ago
- US President Trump says Fed Chair Warsh has a tough board and he still has confidence in Warsh, also notes interest rates are too high and not appropriate5 hours ago
- US President Trump posts interest rates in the US should be 1% or less; "LOWER THE INTEREST RATES FOR THE UNITED STATES OF AMERICA, AND FAST!"7 hours ago
- FOMC SUMMARY: Fed hikes as expected in unanimous decision; dot plot sees one more hike this year 9 hours ago
- Nike (NKE) announced Alexandre Arnault has been appointed to the Company's Board of Directors. Arnault is Deputy CEO of Moët Hennessy, LVMH's wines and spirits division, a role he’s held since February 2025.7 hours ago
- [MARKET ANALYSIS] Asia-Pac stocks trade mixed as partially weathers the hawkish FOMC meeting where the Fed hiked rates and the dotplots pencilled in another hike this year36 min ago
- US Presdient Trump says Iran wants to make a deal and hopefully we're more at the end of the Iran war5 hours ago
- Exxon (XOM) nears a preliminary deal to invest in Venezuela's oil fields, according to WSJ6 hours ago
- China's chief trade negotiator Li Chenggang met with a business delegation to discuss issues including China-US economic and trade1 hour ago
- [MARKET ANALYSIS] T-note futures are contained following post-FOMC selling1 hour ago
- US, Israel and Arab military chiefs held secret talks in Germany, while it was noted that increased risk in Strait of Hormuz and Bab Al-Mandab was seen impacting energy, according to Nour News2 hours ago
- Hong Kong Monetary Authority Chief Executive Eddie Yue says HKD may gradually ease after carry trade activity2 hours ago
- PBoC is expected to set USD/CNY mid-point at 6.7241 (prev. 6.7628)3 hours ago
- [MARKET UPDATE] Asia-Pac stocks begin higher and US equity futures attempt to rebound overnight despite the hawkish FOMC where the Fed hiked rates and dot plots pencilled in another hike this year3 hours ago
- Israel conducts air and artillery fire on southern Lebanon, according to Mehr News Agency4 hours ago
The whole workspace, free to try.
Try it free