Upgrades/Downgrades
Updated: 15-Sep-26 16:30 ET
| Upgrades | |||||
| Company | Ticker | Brokerage Firm | Ratings Change | Price Target | |
| Ulta Beauty | ULTA | Wells Fargo | Underweight » Equal Weight | $525 | |
| SEI Investments | SEIC | William Blair | Mkt Perform » Outperform | ||
| ResMed | RMD | RBC Capital Mkts | Sector Perform » Outperform | $262 | |
| Radiant Logistics | RLGT | Citizens | Mkt Perform » Mkt Outperform | $10 | |
| New York Times | NYT | Guggenheim | Neutral » Buy | $82 | |
| Middleby | MIDD | JP Morgan | Neutral » Overweight | $147 | |
| GSK plc | GSK | Berenberg | Hold » Buy | ||
| Gentherm | THRM | JP Morgan | Neutral » Overweight | $48 | |
| Etsy | ETSY | Oppenheimer | Perform » Outperform | $90 | |
| Enbridge | ENB | National Bank Financial | Sector Perform » Outperform | ||
| Enbridge | ENB | BMO Capital Markets | Market Perform » Outperform | ||
| Eli Lilly | LLY | Berenberg | Hold » Buy | $1400 | |
| Cardiff Oncology | CRDF | H.C. Wainwright | Neutral » Buy | $9 | |
| AstraZeneca | AZN | Deutsche Bank | Sell » Hold | ||
| agilon health | AGL | Bernstein | Mkt Perform » Outperform | $125 | |
| Adient | ADNT | JP Morgan | Neutral » Overweight | $25 | |
| West Fraser | WFG | Raymond James | Mkt Perform » Outperform | $85 | |
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| Downgrades | |||||
| Company | Ticker | Brokerage Firm | Ratings Change | Price Target | |
| Scholar Rock | SRRK | Barclays | Overweight » Equal Weight | $58 | |
| Ribbon Communications | RBBN | Rosenblatt | Buy » Neutral | $2.20 | |
| Rapid7 | RPD | JP Morgan | Neutral » Underweight | $12 | |
| Magna | MGA | JP Morgan | Overweight » Neutral | $72 | |
| Lear | LEA | JP Morgan | Overweight » Neutral | $150 | |
| EHang | EH | Morgan Stanley | Overweight » Equal-Weight | $5.30 | |
| Cellectis | CLLS | Citizens | Mkt Outperform » Mkt Perform | ||
| Banco Santander Brasil | BSBR | HSBC Securities | Buy » Hold | $6.20 | |
| Ascendis Pharma | ASND | Raymond James | Strong Buy » Outperform | $287 | |
| Aptiv | APTV | JP Morgan | Overweight » Neutral | $56 | |
| Waystar Holding Corp. | WAY | Barclays | Overweight » Equal Weight | $30 | |
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| Coverage Initiated | |||||
| Company | Ticker | Brokerage Firm | Ratings Change | Price Target | |
| York Space Systems | YSS | Guggenheim | Neutral | ||
| Woodward | WWD | Guggenheim | Buy | $404 | |
| Vishay | VSH | Oppenheimer | Outperform | $42 | |
| VSE Corp | VSEC | Guggenheim | Neutral | ||
| Transdigm Group | TDG | Guggenheim | Neutral | ||
| StandardAero | SARO | Guggenheim | Neutral | ||
| Samsara | IOT | Cantor Fitzgerald | Overweight | $45 | |
| Redwire | RDW | Guggenheim | Neutral | ||
| RBC Bearings | RBC | Guggenheim | Buy | $600 | |
| Procore Technologies | PCOR | Cantor Fitzgerald | Overweight | $65 | |
| PPL Corp | PPL | RBC Capital Mkts | Sector Perform | $35 | |
| Northrop Grumman | NOC | Guggenheim | Buy | $612 | |
| Nokia | NOK | Rosenblatt | Buy | $15 | |
| Netskope | NTSK | Stephens | Overweight | $21 | |
| Moog | MOG.A | Guggenheim | Neutral | ||
| Mercury | MRCY | Guggenheim | Buy | $115 | |
| Leonardo DRS | DRS | Guggenheim | Buy | $51 | |
| L3Harris | LHX | Guggenheim | Buy | $365 | |
| Kratos Defense and Security | KTOS | Guggenheim | Buy | $74 | |
| Karman Space and Defense | KRMN | Guggenheim | Buy | $63 | |
| Janus Living | JAN | Jefferies | Buy | $36 | |
| Installed Building Products | IBP | Stifel | Buy | $240 | |
| Howmet Aerospace | HWM | Guggenheim | Buy | $350 | |
| Hexcel | HXL | Guggenheim | Buy | $120 | |
| HEICO | HEI | Guggenheim | Neutral | ||
| Einride AB | ENRD | Canaccord Genuity | Buy | $8 | |
| Dave, Inc. | DAVE | JP Morgan | Overweight | $480 | |
| Curtiss-Wright | CW | Guggenheim | Buy | $786 | |
| CenterPoint | CNP | RBC Capital Mkts | Sector Perform | $40 | |
| BWX Technologies | BWXT | Guggenheim | Buy | $192 | |
| Bentley Systems | BSY | Cantor Fitzgerald | Overweight | $37 | |
| Astrana Health | ASTH | Oppenheimer | Outperform | $53 | |
| Applied Aerospace & Defense | AADX | Guggenheim | Buy | $30 | |
| AAR Corp | AIR | Guggenheim | Neutral | ||
| FuelCell Energy | FCEL | Citigroup | Neutral | $19 | |
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| Coverage Resumed | |||||
| Company | Ticker | Brokerage Firm | Ratings Change | Price Target | |
| Xylem | XYL | Wolfe Research | Peer Perform | ||
| Welltower | WELL | Jefferies | Buy | $275 | |
| Waste Mgmt | WM | Wolfe Research | Peer Perform | ||
| Waste Connections | WCN | Wolfe Research | Outperform | $204 | |
| Ventas | VTR | Jefferies | Buy | $102 | |
| SPX Technologies | SPXC | Wolfe Research | Outperform | $250 | |
| Republic Services | RSG | Wolfe Research | Peer Perform | ||
| Pentair | PNR | Wolfe Research | Outperform | $91 | |
| MSC Industrial | MSM | Wolfe Research | Peer Perform | ||
| ITT | ITT | Wolfe Research | Outperform | $272 | |
| Healthcare Realty | HR | Jefferies | Hold | $20 | |
| Hayward Holdings | HAYW | Wolfe Research | Peer Perform | ||
| Grainger | GWW | Wolfe Research | Peer Perform | ||
| GFL Environmental | GFL | Wolfe Research | Outperform | $77 | |
| Ferguson Enterprises | FERG | Wolfe Research | Peer Perform | ||
| Fastenal | FAST | Wolfe Research | Underperform | $51 | |
| Nanobiotix | NBTX | Guggenheim | Buy | $64 | |
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| Coverage Reiterated/Price Tgt Changed* | |||||
| Company | Ticker | Brokerage Firm | Ratings Change | Price Target | |
| Dynatrace | DT | BMO Capital Markets | Outperform | $60 » $62 | |
| NIKE | NKE | Telsey Advisory Group | Market Perform | $47 » $44 | |
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| (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. |