Briefing.com

Upgrades/Downgrades

Updated: 16-Jul-26 16:30 ET

Upgrades
Company Ticker Brokerage Firm Ratings Change Price Target
UnitedHealth UNH Robert W. Baird Underperform » Neutral $453
PayPal PYPL Barclays Underweight » Equal Weight $55
TFI International TFII Scotiabank Sector Perform » Sector Outperform
Rocket Companies RKT Morgan Stanley Equal-Weight » Overweight $19
Palo Alto Networks PANW CapitalOne Equal Weight » Overweight $421
Okta OKTA CapitalOne Equal Weight » Overweight $171
Mueller Industries MLI Northcoast Neutral » Buy $75
Ero Copper ERO BofA Securities Neutral » Buy $34
Cintas CTAS BofA Securities Neutral » Buy $230
BlackRock BLK JP Morgan Neutral » Overweight $1364
AeroVironment AVAV Raymond James Mkt Perform » Outperform $210
Downgrades
Company Ticker Brokerage Firm Ratings Change Price Target
W.R. Berkley WRB BofA Securities Neutral » Underperform $68
ResMed RMD RBC Capital Mkts Outperform » Sector Perform $234
Pentair PNR Stifel Buy » Hold $65
Nutrien NTR Jefferies Buy » Hold $63
lululemon athletica LULU Truist Hold » Sell $94
Intellia Therapeutics NTLA Wolfe Research Peer Perform » Underperform $9
Ionis Pharma IONS Wolfe Research Outperform » Peer Perform
IMAX IMAX Wells Fargo Overweight » Equal Weight $41
Evotec SE EVO Berenberg Buy » Hold
Etsy ETSY BTIG Research Buy » Neutral
Cinemark CNK Wells Fargo Overweight » Equal Weight $31
American Electric AEP Goldman Buy » Neutral $147
Coverage Initiated
Company Ticker Brokerage Firm Ratings Change Price Target
Mattel MAT Odeon Buy
Vertiv VRT Robert W. Baird Outperform $370
Telesat TSAT Stifel Buy
Teamshares TMS Northland Capital Outperform $14
Synopsys SNPS The Benchmark Company Buy $570
SpaceX SPCX Piper Sandler Neutral $156
Rogers Comms RCI Raymond James Outperform
Rocket Lab USA RKLB Piper Sandler Neutral $83
Relay Therapeutics RLAY Canaccord Genuity Buy $29
Rambus RMBS The Benchmark Company Buy $165
nVent Electric NVT Robert W. Baird Outperform $188
NextDecade NEXT Goldman Neutral $8.50
Mid-America Aptmt MAA JP Morgan Neutral $147
Fresenius Medical FMS Bernstein Mkt Perform
Forgent Power Solutions FPS Robert W. Baird Outperform $55
EyePoint EYPT Stifel Buy $40
Excelerate Energy EE Goldman Buy $49
Ceva CEVA The Benchmark Company Hold
Cadence Design CDNS The Benchmark Company Buy $450
AST SpaceMobile ASTS Piper Sandler Overweight $100
Arteris AIP Oppenheimer Outperform $40
Coverage Resumed
Company Ticker Brokerage Firm Ratings Change Price Target
Xometry XMTR Wedbush Outperform $126
Wayfair W Wedbush Neutral $104
VeriSign VRSN Wedbush Outperform $318
Uber UBER Wedbush Outperform $91
SmartStop Self Storage REIT SMA Raymond James Strong Buy $39
Reddit RDDT Wedbush Outperform $250
Public Storage PSA Raymond James Mkt Perform
Pinterest PINS Wedbush Neutral $24
Meta Platforms META Wedbush Neutral $671
Instacart CART Wedbush Outperform $59
Granite Point Mortgage GPMT UBS Neutral $1.50
Extra Space Storage EXR Raymond James Outperform $44
Expedia Group EXPE Wedbush Outperform $334
Etsy ETSY Wedbush Neutral $80
eBay EBAY Wedbush Outperform $135
Duolingo DUOL Wedbush Neutral $139
DoorDash DASH Wedbush Neutral $205
CubeSmart CUBE Raymond James Outperform $44
Criteo CRTO Wedbush Outperform $30
Claros Mortgage Trust CMTG UBS Neutral $2.75
Booking Holdings BKNG Wedbush Outperform $211
Arm Holdings plc ARM The Benchmark Company Hold
Amazon AMZN Wedbush Outperform $293
Alphabet GOOG Wedbush Outperform $445
Airbnb ABNB Wedbush Neutral $152
Coverage Reiterated/Price Tgt Changed*
Company Ticker Brokerage Firm Ratings Change Price Target
Cheesecake Factory CAKE Wells Fargo Equal Weight $65 » $75
Amazon AMZN KeyBanc Capital Markets Overweight $330 » $335
Wingstop WING Wells Fargo Overweight $200 » $170
Starbucks SBUX Morgan Stanley Overweight $110 » $111
Starbucks SBUX Wells Fargo Overweight $115 » $120
Celsius CELH Stifel Buy $62 » $45
Monster Beverage MNST Stifel Buy $90 » $105
Monster Beverage MNST UBS Neutral $84 » $104
J.B. Hunt Transport JBHT TD Cowen Hold $265 » $297
(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.

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