Upgrades/Downgrades
Updated: 15-Jul-26 09:45 ET
| Upgrades | |||||
| Company | Ticker | Brokerage Firm | Ratings Change | Price Target | |
| Tenaris | TS | Morgan Stanley | Underweight » Equal-Weight | $65 | |
| Digital Realty Trust | DLR | Guggenheim | Neutral » Buy | $200 | |
| CNX Resources | CNX | Truist | Sell » Hold | $35 | |
| CAVA Group | CAVA | Morgan Stanley | Equal-Weight » Overweight | $90 | |
| Arthur J. Gallagher | AJG | Piper Sandler | Neutral » Overweight | $276 | |
| MSG Sports | MSGS | Morgan Stanley | Equal-Weight » Overweight | $450 | |
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| Downgrades | |||||
| Company | Ticker | Brokerage Firm | Ratings Change | Price Target | |
| Voyager Technologies | VOYG | Morgan Stanley | Equal-Weight » Underweight | $39 | |
| Universal Insurance | UVE | Piper Sandler | Overweight » Neutral | $44 | |
| TriCo Bancshares | TCBK | Stephens | Overweight » Equal-Weight | $54 | |
| Travelers | TRV | Morgan Stanley | Equal-Weight » Underweight | $290 | |
| Transdigm Group | TDG | Morgan Stanley | Overweight » Equal-Weight | $1345 | |
| Hanover Insurance | THG | Piper Sandler | Overweight » Neutral | $220 | |
| StoneCo | STNE | BofA Securities | Buy » Neutral | $13 | |
| Pentair | PNR | RBC Capital Mkts | Outperform » Sector Perform | $74 | |
| PagSeguro Digital | PAGS | BofA Securities | Buy » Neutral | $10 | |
| Loar Holdings | LOAR | Morgan Stanley | Overweight » Equal-Weight | $82 | |
| IBM | IBM | Oppenheimer | Outperform » Perform | ||
| Hartford Financial | HIG | Piper Sandler | Overweight » Neutral | $146 | |
| Evotec SE | EVO | TD Cowen | Buy » Hold | $2 | |
| Element Solutions | ESI | Mizuho | Outperform » Neutral | $45 | |
| Chefs' Warehouse | CHEF | Morgan Stanley | Overweight » Equal-Weight | $97 | |
| Check Point Software | CHKP | Raymond James | Outperform » Mkt Perform | ||
| CAE | CAE | Morgan Stanley | Equal-Weight » Underweight | ||
| Black Rock Coffee Bar | BRCB | Morgan Stanley | Overweight » Equal-Weight | $9 | |
| Banco Bilbao Vizcaya Argentaria | BBVA | BofA Securities | Buy » Neutral | ||
| Aon | AON | Piper Sandler | Overweight » Neutral | $377 | |
| AmBev | ABEV | Scotiabank | Sector Outperform » Sector Perform | ||
| Allstate | ALL | UBS | Buy » Neutral | $261 | |
| American Intl | AIG | Piper Sandler | Overweight » Neutral | $80 | |
| Atlanta Braves Holdings Class C | BATRK | Morgan Stanley | Overweight » Equal-Weight | $54 | |
| Pentair | PNR | Seaport Research Partners | Buy » Neutral | ||
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| Coverage Initiated | |||||
| Company | Ticker | Brokerage Firm | Ratings Change | Price Target | |
| XPO, Inc. | XPO | Citizens | Mkt Perform | ||
| Wabash Natl | WNC | Citizens | Mkt Outperform | $25 | |
| Veradermics | MANE | B. Riley Securities | Buy | $170 | |
| Veracyte | VCYT | Piper Sandler | Overweight | $66 | |
| Unusual Machines | UMAC | H.C. Wainwright | Buy | $42 | |
| UPS | UPS | Citizens | Mkt Perform | ||
| Union Pacific | UNP | Citizens | Mkt Outperform | $350 | |
| UMB Financial Corporation | UMBF | Stephens | Overweight | $167 | |
| U-Haul Holding Company | UHAL | Citizens | Mkt Outperform | $90 | |
| Tango Therapeutics | TNGX | JP Morgan | Overweight | $46 | |
| SM Energy | SM | UBS | Buy | ||
| Seaport Therapeutics | SPTX | H.C. Wainwright | Buy | $50 | |
| Securitize, Inc. | SECZ | Rosenblatt | Buy | $14 | |
| RXO, Inc. | RXO | Citizens | Mkt Perform | ||
| Ryder System | R | Citizens | Mkt Perform | ||
| Rollins | ROL | Citigroup | Neutral | $46 | |
| Ring Energy | REI | BofA Securities | Buy | $2 | |
| Radiant Logistics | RLGT | Citizens | Mkt Perform | ||
| Popular | BPOP | The Benchmark Company | Buy | $201 | |
| Pharvaris N.V. | PHVS | Wells Fargo | Overweight | $55 | |
| OFG Bancorp | OFG | The Benchmark Company | Hold | ||
| Midera Food Processing | MFP | Oppenheimer | Outperform | $50 | |
| Knight-Swift | KNX | Citizens | Mkt Outperform | $90 | |
| J.B. Hunt Transport | JBHT | Citizens | Mkt Perform | ||
| GXO Logistics | GXO | Citizens | Mkt Perform | $80 | |
| Gladstone Commercial | GOOD | Huntington | Market Perform | $13 | |
| Global Net Lease | GNL | Huntington | Market Perform | $10 | |
| First Bancorp | FBP | The Benchmark Company | Buy | $31 | |
| FedEx Freight | FDXF | Citizens | Mkt Outperform | $190 | |
| FedEx | FDX | Citizens | Mkt Outperform | $375 | |
| Expeditors Intl | EXPD | Citizens | Mkt Perform | ||
| Deep Fission | FISN | Canaccord Genuity | Buy | $18 | |
| Covenant Logistics | CVLG | Citizens | Mkt Outperform | $60 | |
| CSX | CSX | Citizens | Mkt Perform | ||
| Crescent Energy | CRGY | UBS | Buy | $13 | |
| Commerce Bancshares | CBSH | Stephens | Equal-Weight | $62 | |
| Canadian Pacific Kansas City Ltd. | CP | Citizens | Mkt Perform | ||
| Canadian Nat'l Rail | CNI | Citizens | Mkt Perform | ||
| C.H. Robinson | CHRW | Citizens | Mkt Perform | $235 | |
| ArcBest | ARCB | Citizens | Mkt Outperform | $180 | |
| Agree Realty | ADC | Huntington | Outperform | $84 | |
| Sandisk | SNDK | Argus | Hold | ||
| Four Corners Property Trust | FCPT | Huntington | Outperform | $27 | |
| Getty Realty Corp. | GTY | Huntington | Outperform | $37 | |
| Alpine Income Property Trust | PINE | Huntington | Outperform | $23 | |
| NNN REIT | NNN | Huntington | Outperform | $51 | |
| EPR Properties | EPR | Huntington | Outperform | $65 | |
| Realty Income | O | Huntington | Outperform | $70 | |
| FrontView REIT | FVR | Huntington | Outperform | $22.50 | |
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| Coverage Resumed | |||||
| Company | Ticker | Brokerage Firm | Ratings Change | Price Target | |
| United Micro | UMC | Macquarie | Outperform | ||
| FTAI Infrastructure | FIP | Citizens | Mkt Outperform | $10 | |
| FTAI Aviation Ltd. | FTAI | Citizens | Mkt Outperform | $375 | |
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| Coverage Reiterated/Price Tgt Changed* | |||||
| Company | Ticker | Brokerage Firm | Ratings Change | Price Target | |
| SpaceX | SPCX | Needham | Buy | $200 » $250 | |
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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. |