Upgrades/Downgrades
Updated: 07-Aug-26 09:45 ET
| Upgrades | |||||
| Company | Ticker | Brokerage Firm | Ratings Change | Price Target | |
| Unity Software | U | HSBC Securities | Hold » Buy | $47.10 | |
| QuinStreet | QNST | Lake Street | Hold » Buy | $21 | |
| eBay | EBAY | Argus | Hold » Buy | $133 | |
| Arteris | AIP | Jefferies | Hold » Buy | $50 | |
| Unity Software | U | Deutsche Bank | Hold » Buy | $50 | |
| Unity Software | U | The Benchmark Company | Hold » Buy | $50 | |
| Unity Software | U | BofA Securities | Neutral » Buy | $50 | |
| SpaceX | SPCX | Argus | Hold » Buy | ||
| RXO, Inc. | RXO | Citizens | Mkt Perform » Mkt Outperform | $30 | |
| Roche Hldg | RHHBY | Morgan Stanley | Equal-Weight » Overweight | $63 | |
| Replimune | REPL | Wedbush | Neutral » Outperform | $12 | |
| Quanta Services | PWR | KeyBanc Capital Markets | Sector Weight » Overweight | $807 | |
| PubMatic | PUBM | Raymond James | Mkt Perform » Outperform | $22 | |
| PubMatic | PUBM | Scotiabank | Sector Perform » Sector Outperform | $21 | |
| Instacart | CART | BNP Paribas Exane | Underperform » Neutral | $56 | |
| Halozyme Therapeutics | HALO | Leerink Partners | Market Perform » Outperform | $110 | |
| Flutter Entertainment | FLUT | Citigroup | Sell » Neutral | $93 | |
| Expensify | EXFY | Citizens | Mkt Perform » Mkt Outperform | $3 | |
| Etsy | ETSY | JP Morgan | Neutral » Overweight | $100 | |
| Energy Fuels | UUUU | Roth Capital | Neutral » Buy | $16 | |
| Dropbox | DBX | William Blair | Underperform » Mkt Perform | ||
| DaVita | DVA | TD Cowen | Hold » Buy | $220 | |
| Avita Medical | RCEL | BTIG Research | Neutral » Buy | $7 | |
| Atlassian | TEAM | BofA Securities | Neutral » Buy | $175 | |
| Apple Hospitality REIT | APLE | Compass Point | Neutral » Buy | $18.50 | |
| Airbnb | ABNB | Wedbush | Neutral » Outperform | $200 | |
|
|
|||||
| Downgrades | |||||
| Company | Ticker | Brokerage Firm | Ratings Change | Price Target | |
| Fox Corporation | FOXA | Seaport Research Partners | Buy » Neutral | ||
| Roku | ROKU | Seaport Research Partners | Buy » Neutral | ||
| CVRx, Inc. | CVRX | Craig Hallum | Buy » Hold | $4 | |
| The Trade Desk | TTD | RBC Capital Mkts | Outperform » Sector Perform | $15 | |
| Serve Robotics | SERV | Cantor Fitzgerald | Overweight » Neutral | ||
| First Financial | THFF | Brean Capital | Buy » Neutral | $90 | |
| Citizens Community Bancorp | CZWI | Brean Capital | Buy » Neutral | $23 | |
| CVRx, Inc. | CVRX | Lake Street | Buy » Hold | $3.50 | |
| Celsius | CELH | Maxim Group | Buy » Hold | ||
| Procter & Gamble | PG | Argus | Buy » Hold | ||
| Xponential Fitness | XPOF | Guggenheim | Buy » Neutral | ||
| The Trade Desk | TTD | Raymond James | Mkt Perform » Underperform | ||
| The Trade Desk | TTD | Truist | Buy » Hold | $16 | |
| The Trade Desk | TTD | Robert W. Baird | Outperform » Neutral | $9 | |
| The Trade Desk | TTD | Guggenheim | Buy » Neutral | $12 | |
| The Trade Desk | TTD | Susquehanna | Positive » Neutral | $14 | |
| The Trade Desk | TTD | BMO Capital Markets | Outperform » Market Perform | $15 | |
| The Trade Desk | TTD | Evercore ISI | Outperform » In-line | $13 | |
| Stellantis | STLA | Bernstein | Mkt Perform » Underperform | ||
| Sonic Automotive | SAH | Morgan Stanley | Equal-Weight » Underweight | $72 | |
| Six Flags Entertainment | FUN | Mizuho | Outperform » Underperform | $10 | |
| Roku | ROKU | Guggenheim | Buy » Neutral | $160 | |
| REGENXBIO | RGNX | Barclays | Overweight » Equal Weight | $12 | |
| Papa John's | PZZA | Stephens | Overweight » Equal-Weight | $24 | |
| Papa John's | PZZA | The Benchmark Company | Buy » Hold | ||
| Onterris | ONT | Barclays | Overweight » Equal Weight | $15 | |
| JetBlue Airways | JBLU | Citigroup | Neutral » Sell | $5.30 | |
| HubSpot | HUBS | BMO Capital Markets | Outperform » Market Perform | $215 | |
| Group 1 Auto | GPI | Morgan Stanley | Overweight » Equal-Weight | $300 | |
| Ginkgo Bioworks | DNA | TD Cowen | Buy » Hold | $9 | |
| Genius Sports | GENI | Wells Fargo | Overweight » Equal Weight | $8 | |
| Gap | GAP | Wells Fargo | Overweight » Equal Weight | $22 | |
| CVRx, Inc. | CVRX | Piper Sandler | Overweight » Neutral | $4 | |
| Commerce.com | CMRC | Canaccord Genuity | Buy » Hold | $3 | |
| Celsius | CELH | Bernstein | Outperform » Mkt Perform | $26 | |
| Axcelis Tech | ACLS | Craig Hallum | Buy » Hold | $140 | |
| Allstate | ALL | Wells Fargo | Equal Weight » Underweight | $250 | |
| Akebia Therapeutics | AKBA | Leerink Partners | Outperform » Market Perform | $1 | |
|
|
|||||
| Coverage Initiated | |||||
| Company | Ticker | Brokerage Firm | Ratings Change | Price Target | |
| Tower Semi | TSEM | BofA Securities | Buy | $367 | |
| Sutro Biopharma | STRO | Stifel | Buy | $48 | |
| ADI Global Distribution | ADIG | JP Morgan | Neutral | $25 | |
|
|
|||||
| Coverage Resumed | |||||
| Company | Ticker | Brokerage Firm | Ratings Change | Price Target | |
| Resideo | REZI | JP Morgan | Neutral | $30 | |
| Baker Hughes | BKR | Morgan Stanley | Overweight | $70 | |
|
|
|||||
| Coverage Reiterated/Price Tgt Changed* | |||||
| Company | Ticker | Brokerage Firm | Ratings Change | Price Target | |
| Monster Beverage | MNST | UBS | Neutral | $104 » $105 | |
| Monster Beverage | MNST | RBC Capital Mkts | Outperform | $97 » $100 | |
| Monster Beverage | MNST | Evercore ISI | Outperform | $95 » $105 | |
| Atlassian | TEAM | BMO Capital Markets | Outperform | $95 » $175 | |
| Targa Resources | TRGP | TD Cowen | Hold | $270 » $275 | |
| Bentley Systems | BSY | BMO Capital Markets | Outperform | $41 » $43 | |
| Exxon Mobil | XOM | TD Cowen | Buy | $155 » $168 | |
| Par Pacific | PARR | TD Cowen | Buy | $100 » $95 | |
| FIGS, Inc. | FIGS | Telsey Advisory Group | Market Perform | $17 » $16 | |
| Arhaus | ARHS | Telsey Advisory Group | Market Perform | $8 » $10 | |
| Ralph Lauren | RL | Telsey Advisory Group | Outperform | $460 » $470 | |
| RXO, Inc. | RXO | TD Cowen | Sell | $19 » $17.50 | |
| Block | XYZ | Monness Crespi & Hardt | Buy | $115 » $125 | |
| Twilio | TWLO | Monness Crespi & Hardt | Buy | $246 » $270 | |
|
|
|||||
| (a) Brokerage firm initiating coverage participated in underwriting the recent IPO. |
| (b) Brokerage firm resumes coverage. |
| (c) Brokerage firm participated in the secondary offering. |
| * This list of reiterations/target changes is not comprehensive. |