Newsquawk Logo

US BROKER MOVES: TSLA upgraded at UBS; Piper downgrades enterprise software

This morning's broker moves have seen notable upgrades and downgrades, particularly Tesla being upgraded to Neutral at UBS.

Newsquawk StaffPublished On the live feed at — 6 more headlines followed before this page went public
Newsquawk headlinesUTC

Greece to cuts its 2026 growth project to about 2% from 2.4% as a result of the Middle-East conflict

Wells Fargo (WFC) CFO says quite comfortable with private credit exposure in the underlying portfolio

US BROKER MOVES: TSLA upgraded at UBS; Piper downgrades enterprise software

Out of the four probable venues proposed to hold next round of US - Iran talks, two are serious contenders with Islamabad being one of them which is being seriously considered where the next round could be, via Anas Mallck

Iran Ambassador to China says no military shipments have been sent from China to Iran

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.

Try the platform free
Free. No signup, no card.

UPGRADES

  • Biogen (BIIB) Upgraded to Overweight at Piper Sandler; PT USD 214
  • Birkenstock (BIRK) Upgraded to Buy at Seaport Global Securities; PT USD 52
  • Crocs (CROX) Upgraded to Buy at Seaport Global Securities; PT USD 135
  • Eastman Chemical (EMN) Upgraded to Overweight at JPMorgan; PT USD 80
  • Ford (F) Upgraded to Buy at UBS; PT USD 15
  • Tesla (TSLA) Upgraded to Neutral at UBS; PT USD 352
  • VF Corp (VFC) Upgraded to Buy at Seaport Global Securities; PT USD 24
  • Viking Holdings (VIK) Upgraded to Buy at Rothschild & Co Redburn; PT USD 72

DOWNGRADES

  • Asana (ASAN) Downgraded to Neutral at Piper Sandler; PT USD 7
  • GE Vernova (GEV) Downgraded to Sell at Punto Casa de Bolsa; PT USD 839
  • GrafTech (EAF) Downgraded to Underweight at JPMorgan
  • Innoviz Technologies (INVZ) Downgraded to Neutral at Goldman; PT 75 cents
  • Monday.com (MNDY) Downgraded to Neutral at Piper Sandler; PT USD 85
  • NOV Inc. (NOV) Downgraded to Sector Perform at RBC; PT USD 21
  • Omega Healthcare (OHI) Downgraded to Underperform at BofA; PT USD 46
  • Qiagen (QGEN) Downgraded to Equal-Weight at Barclays; PT USD 44
  • Revvity (RVTY) Downgraded to Equal-Weight at Barclays; PT USD 95
  • Solstice Advanced Materials (SOLS) Downgraded to Neutral at UBS; PT USD 87

INITIATIONS

  • Adagio Medical (ADGM) Initiated at New Overweight at Piper Sandler; PT USD 3
  • Adtran Holdings (ADTN) Initiated at New Outperform at Evercore ISI; PT USD 18
  • BellRing Brands (BRBR) Initiated at New Neutral at BTIG
  • CAMP4 Therapeutics (CAMP) Initiated at New Buy at Rodman & Renshaw; PT USD 7
  • Campbell's (CPB) Initiated at New Neutral at BTIG
  • Carrier Global (CARR) Initiated at New Neutral at BNP Paribas; PT USD 62
  • Charles River (CRL) Reinstated Outperform at RBC; PT USD 215
  • Conagra (CAG) Initiated at New Neutral at BTIG
  • Equillium (EQ) Initiated at New Strong Buy at Raymond James; PT USD 6
  • FormFactor (FORM) Initiated at New Buy at GF Securities; PT USD 191
  • General Mills (GIS) Initiated at New Neutral at BTIG
  • Hershey (HSY) Initiated at New Neutral at BTIG
  • Infleqtion (INFQ) Initiated at New Buy at Citi; PT USD 20
  • J M Smucker (SJM) Initiated at New Buy at BTIG; PT USD 120
  • Janus Living (JAN) Initiated at New Outperform at BNP Paribas; PT USD 27
  • Janus Living (JAN) Initiated at New Sector Outperform at Scotiabank; PT USD 28
  • Janus Living (JAN) Initiated at New Overweight at Wells Fargo; PT USD 27
  • Janus Living (JAN) Initiated at New Overweight at Barclays; PT USD 26
  • Janus Living (JAN) Initiated at New Overweight at Morgan Stanley; PT USD 28
  • Janus Living (JAN) Initiated at New Outperform at RBC; PT USD 27
  • Janus Living (JAN) Initiated at New Overweight at JPMorgan; PT USD 26
  • Janus Living (JAN) Initiated at New Overweight at KeyBanc; PT USD 28
  • Johnson Controls (JCI) Initiated at New Underperform at BNP Paribas; PT USD 120
  • Kraft Heinz (KHC) Initiated at New Neutral at BTIG
  • Lennox (LII) Initiated at New Neutral at BNP Paribas; PT USD 535
  • McCormick (MKC) Initiated at New Neutral at BTIG
  • Merlin (MRLN) Initiated at New Buy at Roth Capital Partners; PT USD 15
  • Mondelez (MDLZ) Initiated at New Buy at BTIG; PT USD 70
  • Natera (NTRA) Initiated at New Outperform at William Blair
  • Netskope (NTSK) Initiated at New Buy at Rosenblatt Securities Inc
  • Nubank (NU) Initiated at New Outperform at CICC; PT USD 18
  • Omada Health (OMDA) Initiated at New Market Outperform at Citizens; PT USD 18
  • Post Holdings (POST) Initiated at New Neutral at BTIG
  • Relay Therapeutics (RLAY) Initiated at New Hold at Jones; PT USD 18
  • Sandisk (SNDK) Initiated at New Outperform at Evercore ISI
  • Simply Good Foods (SMPL) Initiated at New Neutral at BTIG
  • Spyre Therapeutics Inc (SYRE) Initiated at New Strong Buy at Raymond James
  • Tectonic Therapeutic (TECX) Initiated at New Buy at Stifel; PT USD 75
  • Trane Technologies (TT) Initiated at New Outperform at BNP Paribas; PT USD 550
  • Utz Brands (UTZ) Initiated at New Buy at BTIG; PT USD 10
  • Versigent (VGNT) Initiated at New Buy at TD Cowen; PT USD 47
  • Versigent (VGNT) Initiated at New Buy at UBS; PT USD 43
  • Vertiv Holdings (VRT) Initiated at New Outperform at BNP Paribas; PT USD 345
Context

It's important to assess whether this new stance indicates a cooling of bearish sentiment on TSLA, which could influence its price stability amid broader market trends. Meanwhile, the downgrades in enterprise software suggest a potential sector weakness, warranting close attention in the context of earning cycles and demand forecasts.

Related headlines

The whole workspace, free to try.

Try it free
Newsquawk Logo

© 2026 Newsquawk. All rights reserved.