US BROKER MOVES: PLTR upgraded at Mizuho; WDAY downgraded at Citizens

• ZIM Integrated Shipping (ZIM) upgraded from Neutral to Buy at Fearnley; PT USD 35
• Stubhub (STUB) upgraded from Sell to Neutral at Citi; PT USD 9
• Rush Street (RSI) upgraded from Neutral to Market Outperform at Citizens; PT USD 24
• Palantir (PLTR) upgraded from Neutral to Outperform at Mizuho Securities; PT USD 195
• Medpace Holdings (MEDP) upgraded from Sell to Hold at TD Cowen; PT USD 419
• Itron (ITRI) upgraded from Neutral to Outperform at Baird; PT USD 128
• Icon (ICLR) upgraded from Neutral to Buy at TD Cowen; PT USD 120
• Cadence Design (CDNS) upgraded from Neutral to Buy at Rosenblatt Securities Inc
• BioAge Labs (BIOA) upgraded from Neutral to Buy at Jefferies; PT USD 62

• Workday (WDAY) downgraded from Outperform to Market Perform at Citizens
• Toro (TTC) downgraded from Outperform to Market Perform at Raymond James
• SimilarWeb (SMWB) downgraded from Outperform to Market Perform at Northland; PT USD 5
• Masimo (MASI) downgraded from Buy to Neutral at BTIG
• LuxExperience (LUXE) ADRs downgraded from Overweight to Neutral at JPMorgan
• Knife River Corp (KNF) downgraded from Equalweight to Underweight at Wells Fargo; PT USD 81
• Ihs Holding (IHS) downgraded from Buy to Hold at TD Cowen; PT USD 8.50
• Genuine Parts (GPC) downgraded from Buy to Hold at Truist Secs; PT USD 127
• General Mills (GIS) downgraded from Buy to Hold at CFRA
• Gemini Space Station (GEMI) downgraded from Buy to Neutral at Cantor; PT USD 8
• Crocs (CROX) downgraded from Hold to Sell at Williams Trading; PT USD 84
• CNH Industrial (CNH) downgraded from Neutral to Underperform at Mediobanca SpA; PT USD 10.50
• AtriCure (ATRC) downgraded from Outperform to Market Perform at Oppenheimer

• Nebius Group (NBIS) initiated at Buy at Compass Point
• Modine (MOD) initiated at Buy at Roth Capital Partners; PT USD 263
• Mirum Pharma (MIRM) initiated at Outperform at RBC; PT USD 130
• Kratos (KTOS) initiated at Neutral at UBS; PT USD 79
• Evolution Metals & Technologies (EMAT) initiated at Buy at Clear Street
• CSW Industrials (CSW) initiated at Outperform at Baird; PT USD 378
• Costco (COST) reinstated at Buy at William O'Neil
• Bristow Group (VTOL) initiated at Outperform at Raymond James; PT USD 60
• AeroVironment (AVAV) initiated at Neutral at UBS; PT USD 259

Palantir's upgrade to Outperform at Mizuho reflects increased confidence in its growth trajectory, which could bolster investor sentiment and support a higher valuation. Conversely, Workday's downgrade to Market Perform signals potential headwinds for the company, possibly impacting its stock price and outlook amidst weaker demand dynamics. Overall, these moves suggest a mixed sentiment in the software sector, with individual stock performance likely reacting to these shifts in analyst sentiment.