US BROKER MOVES: OXY upgraded at Goldman; TGT downgraded at Freedom Finance
US President Trump to announce decision today with the EPA Administrator; to delay phaseout requirements for refrigerants and hydrofluorocarbons, via Bloomberg
Walmart (WMT) exec now expects FY27 revenue to be towards the upper end of 3.5-4.5% guidance range
US BROKER MOVES: OXY upgraded at Goldman; TGT downgraded at Freedom Finance
German press reports of an Iranian plot to assassinate a German politician and the German head of the Central Council of Jews
ExxonMobil’s (XOM) 588k BPD Baytown complex flags planned maintenance with possible safety flaring
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UPGRADES
- Ameren (AEE) Upgraded to Overweight at JPMorgan; PT USD 126
- Flywire (FLYW) Upgraded to Neutral at JPMorgan; PT USD 16
- GE Healthcare (GEHC) Upgraded to Neutral at UBS; PT USD 69
- Occidental (OXY) Upgraded to Neutral at Goldman; PT USD 64
- Regional Management (RM) Upgraded to Market Outperform at Citizens
- Tractor Supply (TSCO) Upgraded to Buy at CFRA
DOWNGRADES
- Golar LNG (GLNG) Downgraded to Hold at Pareto Securities; PT USD 55
- Kyndryl (KD) Downgraded to Neutral at Susquehanna; PT USD 13
- Mobileye (MBLY) Downgraded to Hold at Berenberg; PT USD 10.80
- Target (TGT) Downgraded to Hold at Freedom Finance; PT USD 130
- ZoomInfo (GTM) Downgraded to Hold at Jefferies; PT USD 4
INITIATIONS
- Aligos Therapeutics (ALGS) Reinstated Overweight at Cantor; PT USD 20
- Brown & Brown (BRO) Initiated at New Market Outperform at Citizens; PT USD 70
- Connect Biopharma (CNTB) Initiated at New Overweight at Cantor; PT USD 4
- DraftKings (DKNG) Initiated at New Buy at Freedom Capital; PT USD 30
- Enhanced Group (ENHA) Initiated at New Positive at Berenberg
- JBT Marel (JBTM) Initiated at New Outperform at Oppenheimer; PT USD 175
- Kingsoft Cloud (KC) ADRs Initiated at New Outperform at Haitong Intl; PT USD 25
- MasTec (MTZ) Initiated at New Outperform at CICC; PT USD 480
- Oculis Holding (OCS) Initiated at New Buy at Guggenheim; PT USD 75
- Opus Genetics Inc (IRD) Initiated at New Outperform at Leerink; PT USD 10
- Quanta Services (PWR) Initiated at New Outperform at CICC; PT USD 872
- SailPoint (SAIL) Initiated at New Buy at Roth Capital Partners
- Tamboran Resources (TBN) Initiated at New Buy at Roth Capital Partners
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