U.S. RESEARCH ROUNDUP-Cardinal Health, Lumentum Holdings, Public Storage

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12/08/2026 09:07

Aug 12 (Reuters) - Wall Street securities analysts revised their ratings and price targets on several U.S.-listed companies, including Cardinal Health, Lumentum Holdings and Public Storage, on Wednesday. 
     
      HIGHLIGHTS   
         
* Cardinal Health, Inc. CAH.N: Leerink Partners raises target price to $292 from $275
* Lumentum Holdings Inc. LITE.O: JP Morgan raises target price to $1,280.00 from $1,165.00
* Natera, Inc. NTRA.O: Guggenheim raises target price to $360 from $290
* Public Storage PSA.N: Jefferies cuts target price to $374 from $379
* Welltower Inc. WELL.N: Jefferies cuts target price to $261 from $270
                
Following is a summary of research actions on U.S. companies reported by Reuters on Wednesday. Stock entries are in alphabetical order.      
     
* 10X Genomics, Inc. TXG.O: Stephens raises target price to $65 from $50
* Abercrombie & Fitch Co. ANF.N: Jefferies raises target price to $135 from $110
* Abercrombie & Fitch Co. ANF.N: UBS raises target price to $153 from $136
* Acadia Pharmaceuticals Inc. ACAD.O: Needham raises target price to $41 from $38
* ACV Auctions Inc. ACVA.N: Barclays cuts target price to $6 from $8
* ACV Auctions Inc. ACVA.N: Barclays cuts to underweight from equal-weight
* ACV Auctions Inc. ACVA.N: Stephens raises target price to $10.5 from $6.5
* ACV Auctions Inc. ACVA.N: Stephens raises to overweight from equal-weight
* AECOM ACM.N: Barclays cuts target price to $73 from $90
* AECOM ACM.N: Citigroup cuts target price to $84 from $97
* AECOM ACM.N: National Bank of Canada cuts target price to $95 from $103
* AECOM ACM.N: Truist Securities cuts target price to $85 from $102
* Affirm Holdings, Inc. AFRM.O: BMO raises target price to $86 from $78
* Agilent Technologies, Inc. A.N: Morgan Stanley raises target price to $175.00 from $160.00
* Ambiq Micro, Inc. AMBQ.N: Needham raises target price to $85 from $70
* Ambiq Micro, Inc. AMBQ.N: UBS raises target price to $73 from $70
* AMC Global Media Inc AMCX.O: UBS raises target price to $10 from $6
* Amentum Holdings, Inc. AMTM.N: UBS raises target price to $24 from $23
* American Homes 4 Rent AMH.N: Morgan Stanley cuts target price to $38.00 from $38.50
* Amrize AG AMRZ.N: Stephens cuts target price to $54 from $65
* APA Corporation APA.O: Benchmark raises target price to $46 from $40
* Apogee Therapeutics, Inc. APGE.O: BTIG cuts to neutral from buy
* Applovin Corporation APP.O: BTIG cuts target price to $408 from $574
* Aramark ARMK.N: Deutsche Bank raises target price to $74 from $65
* Aramark ARMK.N: Stifel raises target price to $70 from $54
* Aramark ARMK.N: UBS raises target price to $71 from $67
* Arko Petroleum Corp APC.O: UBS cuts target price to $21 from $22
* AST Spacemobile ASTS.O: Deutsche Bank cuts target price to $93 from $106
* Ataibeckley Inc ATAI.O: Deutsche Bank cuts target price to $8 from $12
* Ataibeckley Inc ATAI.O: Deutsche Bank cuts to hold from buy
* Aura Biosciences, Inc. AURA.O: Leerink Partners cuts target price to $12 from $17
* Axsome Therapeutics, Inc. AXSM.O: Mizuho raises target price to $316 from $306
* Bain Capital Specialty Finance, Inc. BCSF.N: Wells Fargo cuts target to $12 from $13
* Belite Bio, Inc BLTE.O: H.C. Wainwright raises target price to $214 from $200
* Bicara Therapeutics Inc BCAX.O: BTIG raises target price to $39 from $28
* Bicara Therapeutics Inc. BCAX.O: Wells Fargo raises target price to $23 from $16
* Black Rock Coffee Bar, Inc. BRCB.O: Raymond James cuts target price to $13 from $18
* Bridgebio Pharma, Inc. BBIO.O: JP Morgan raises target price to $111 from $100
* Bumble Inc. BMBL.O: UBS cuts target price to $3 from $4.5
* BXP BXP.N: Deutsche Bank raises target price to $70 from $61
* California Resources Corporation CRC.N: UBS cuts target price to $67 from $70
* Calumet, Inc. CLMT.O: TD Cowen raises target price to $40 from $34
* Camden Property Trust CPT.N: Morgan Stanley cuts target price to $118.00 from $120.00
* Cardiff Oncology, Inc. CRDF.O: William Blair cuts to market perform rating
* Cardinal Health, Inc. CAH.N: Citigroup raises target price to $280 from $265
* Cardinal Health, Inc. CAH.N: Jefferies raises target price to $280 from $270
* Cardinal Health, Inc. CAH.N: Leerink Partners raises target price to $292 from $275
* Cardinal Health, Inc. CAH.N: Mizuho raises target price to $250 from $240
* Cardinal Health, Inc. CAH.N: UBS raises target price to $280 from $274
* Cardinal Health, Inc. CAH.N: Wells Fargo raises target price to $277 from $245
* Cardinal Infrastructure Group Inc CDNL.O: Oppenheimer cuts target price to $70 from $80
* Cardinal Infrastructure Group Inc CDNL.O: Stifel cuts target price to $52 from $63
* Cargurus, Inc. CARG.O: Oppenheimer raises target price to $44 from $38
* Cava Group, Inc. CAVA.N: D.A. Davidson cuts target price to $75 from $84
* Cava Group, Inc. CAVA.N: JP Morgan cuts target price to $85 from $90
* CAVA Group, Inc. CAVA.N: Mizuho cuts target price to $70 from $85
* CAVA Group, Inc. CAVA.N: RBC raises target price to $95 from $90
* CAVA Group, Inc. CAVA.N: TD Cowen cuts target price to $85 from $100
* Chord Energy Corporation CHRD.O: UBS raises target price to $171 from $153
* Circle Internet Group, Inc. CRCL.N: TD Cowen raises target price to $87 from $82
* Claritev Corporation CTEV.N: Wells Fargo raises target price to $30 from $22
* Cloudflare NET.N: Argus Research raises target price to $370 from $265
* Cogent Biosciences, Inc. COGT.O: Leerink Partners cuts target price to $60 from $72
* Conocophillips COP.N: UBS raises target price to $153 from $143
* Coreweave Inc CRWV.O: Bernstein raises target price to $74 from $67
* Coreweave, Inc CRWV.O: Wells Fargo raises target price to $160 from $155
* Coreweave, Inc. CRWV.O: Baird raises target price to $130 from $100
* Coreweave, Inc. CRWV.O: Barclays raises target price to $105 from $90
* Coreweave, Inc. CRWV.O: JP Morgan raises target price to $120 from $110
* Coreweave, Inc. CRWV.O: Melius Research raises target price to $145 from $135
* Coreweave, Inc. CRWV.O: Mizuho raises target price to $115 from $100
* Coreweave, Inc. CRWV.O: Piper Sandler raises target price to $153 from $151
* Coreweave, Inc. CRWV.O: Truist Securities raises target price to $155 from $126
* Crescent Capital Bdc, Inc. CCAP.O: Wells Fargo cuts target price to $11 from $12
* CubeSmart CUBE.N: Jefferies cuts target price to $42 from $43
* Curtiss-Wright CW.N: Deutsche Bank cuts target price to $801 from $827
* CVS Health Corporation CVS.N: JP Morgan raises target price to $118 from $111
* Definitive Healthcare DH.O: Deutsche Bank cuts target price to $1 from $3
* Delek US Holdings Inc DK.N: JP Morgan raises target price to $70 from $62
* Eaglerock Land Llc EROK.N: Barclays raises target price to $27 from $25
* Entegris, Inc. ENTG.O: Deutsche Bank raises target price to $200 from $152
* Entegris, Inc. ENTG.O: Deutsche Bank raises to buy from hold
* Equity Lifestyle Properties, Inc. ELS.N: Morgan Stanley cuts PT to $59.00 from $62.50
* Everpure Inc P.N: Citigroup raises target price to $118 from $90
* Everpure Inc P.N: Citigroup raises to buy from neutral
* Excelerate Energy, Inc. EE.N: Wells Fargo raises target price to $38 from $37
* Expand Energy Corporation EXE.O: Benchmark cuts target price to $109 from $124
* Expedia Group, Inc. EXPE.O: UBS raises target price to $351 from $322
* Extra Space Storage Inc. (Maryland) EXR.N: Jefferies raises target to $165 from $161
* fair Isaac Corporation FICO.N: UBS cuts target price to $1130 from $1200
* Firefly Aerospace Inc. FLY.O: B. Riley cuts target price to $50 from $60
* Flutter Entertainment Plc FLUT.N: JP Morgan initiates with neutral rating; target $114
* GO Residential REIT GOu.TO: National Bank of Canada resumes with sector perform rating; PT $9.5
* Growgeneration Corp GRWG.O: Alliance Global Partners raises to buy from hold
* Growgeneration Corp GRWG.O: Alliance Global Partners raises target to $2.5 from $1.5
* Haemonetics Corp HAE.N: BofA Global Research raises price objective to $100 from $93
* Helios Technologies Inc HLIO.N: JP Morgan raises target price to $110 from $100
* Hemab Therapeutics Holdings Inc COAG.O: Jefferies raises target price to $58 from $47
* Hemab Therapeutics Holdings Inc COAG.O: Wedbush raises target price to $64 from $55
* Hilton Worldwide HLT.N: Deutsche Bank raises to buy from hold
* Home Depot Inc HD.N: Bernstein cuts target price to $344 from $346
* Idex Corporation IEX.N: Mizuho raises target price to $280 from $210
* Idex Corporation IEX.N: Mizuho raises to outperform from neutral
* Intrepid Potash Inc IPI.N: UBS raises target price to $29 from $26
* Intuitive Surgical ISRG.O: Oppenheimer raises to outperform from perform
* Jade Biosciences Inc JBIO.O: Jefferies raises target price to $48 from $40
* Jazz Pharmaceuticals Plc JAZZ.O: Jefferies raises target price to $300 from $295
* Kinetik Holdings Inc. KNTK.N: Truist Securities raises target price to $59 from $53
* Lamar Advertising Company LAMR.O: Wells Fargo raises target price to $151 from $150
* LB Pharmaceuticals Inc LBRX.O: BMO raises target price to $54 from $46
* LB Pharmaceuticals Inc LBRX.O: Leerink Partners raises target price to $55 from $40
* Legend Biotech LEGN.O: Barclays cuts target price to $78 from $80
* Legend Biotech Corp. LEGN.O: Oppenheimer cuts target price to $40 from $75
* Legend Biotech Corp. LEGN.O: Oppenheimer cuts to perform from outperform
* Legend Biotech Corporation LEGN.O: TD Cowen cuts target price to $24 from $29
* Lenz Therapeutics, Inc. LENZ.O: Citigroup cuts target price to $10 from $20
* Lenz Therapeutics, Inc. LENZ.O: Leerink Partners cuts target price to $10 from $20
* Lightpath Technologies LPTH.O: Piper Sandler initiates with overweight rating; PT $15
* Lowe's Companies Inc LOW.N: Bernstein cuts target price to $262 from $281
* Lowe's Companies Inc LOW.N: RBC cuts target price to $231 from $232
* Lumentum Holdings Inc LITE.O: Morgan Stanley raises target price to $1000.00 from $900.00
* Lumentum Holdings Inc LITE.O: BNP Paribas raises target price to $1,380 from $1,300
* Lumentum Holdings Inc LITE.O: BofA Global Research cuts price objective to $1000 from $1100
* Lumentum Holdings Inc. LITE.O: JP Morgan raises target price to $1,280.00 from $1,165.00
* Lumentum Holdings Inc. LITE.O: Mizuho raises target price to $1140 from $1100
* Lumentum Holdings Inc. LITE.O: Raymond James raises target price to $1036 from $1014
* Lumentum Holdings Inc. LITE.O: TD Cowen raises target price to $820 from $800
* Marinemax Inc HZO.N: Truist Securities cuts to hold from buy; raises PT to $53 from $39
* Marriott Vacations Worldwide VAC.N: Deutsche Bank raises target price to $134 from $119
* Medline Inc. MDLN.O: JP Morgan cuts target price to $46 from $53
* Mercury Systems MRCY.O: Piper Sandler initiates coverage with overweight rating; PT $126
* Microsoft Corporation MSFT.O: Wells Fargo raises target price to $700 from $650
* Mid-America Apartment Communities MAA.N: Jefferies raises target price to $152 from $141
* Mid-America Apartment Communities MAA.N: Morgan Stanley cuts PT to $147.00 from $155.00
* Middleby MIDD.O: Oppenheimer cuts target price to $160 from $205
* MongoDB, Inc. MDB.O: Oppenheimer raises target price to $475 from $410
* Monster Beverage Corp MNST.O: TD Cowen adjusts PT to $48 from $47.5 to reflect 2-for-1 stock split
* Murphy Oil Corp MUR.N: JP Morgan raises target price to $43 from $42
* Natera, Inc. NTRA.O: Guggenheim raises target price to $360 from $290
* Natera, Inc. NTRA.O: Piper Sandler raises target price to $363.50 from $249
* Natera, Inc. NTRA.O: Stephens raises target price to $350 from $305
* Neurogene Inc. NGNE.O: H.C. Wainwright cuts target price to $65 from $70
* Newmont NEM.N: TD Cowen raises target price to $133 from $127
* Off. PENN.O: Morgan Stanley raises target price to $20.00 from $19.00
* Pinnacle West Capital Corporation PNW.N: TD Cowen raises target to $106 from $101
* Progyny PGNY.O: Barclays cuts target price to $30 from $34
* Public Storage PSA.N: Jefferies cuts target price to $374 from $379
* Rapid7, Inc. RPD.O: Canaccord Genuity raises target price to $14 from $7
* Sagimet Biosciences Inc. SGMT.O: Canaccord Genuity raises target price to $56 from $49
* Salesforce, Inc. CRM.N: UBS raises target price to $210 from $185
* Septerna, Inc. SEPN.O: Wells Fargo raises target price to $50 from $48
* ServiceNow Inc. NOW.N: Wells Fargo raises target price to $175 from $160
* SES AI SES.N: Deutsche Bank cuts target price to $1.1 from $1.4
* Smithfield Foods, Inc. SFD.O: Barclays cuts target price to $31 from $32
* Snowflake Inc. SNOW.N: Oppenheimer raises target price to $400 from $295
* Spire Inc SR.N: TD Cowen cuts target price to $93 from $101
* Summit Midstream Corp SMC.N: TD Cowen raises target price to $43 from $39
* Summit Therapeutics Inc. SMMT.O: Leerink Partners raises target price to $13 from $12
* Summit Therapeutics Inc. SMMT.O: Leerink Partners raises to market perform from underperform
* Sun Communities Inc SUI.N: Morgan Stanley cuts target price to $126.00 from $135.00
* Super Micro Computer Inc SMCI.O: Barclays raises target price to $39 from $38
* Super Micro Computer Inc SMCI.O: BofA Global Research ups price objective to $33.00 from $28.00
* Super Micro Computer Inc SMCI.O: Citigroup raises target price to $39 from $33
* Super Micro Computer Inc SMCI.O: JP Morgan raises target price to $45 from $32
* Super Micro Computer Inc SMCI.O: Mizuho raises target price to $35 from $34
* Super Micro Computer Inc SMCI.O: Raymond James raises target price to $48 from $39
* Super Micro Computer Inc SMCI.O: Rosenblatt Securities raises target price to $51 from $45
* Super Micro Computer Inc SMCI.O: Wedbush raises target price to $40 from $34
* target Corp TGT.N: RBC raises target price to $166 from $153
* target Corp. TGT.N: BofA Global Research raises price objective to $124.00 from $110.00
* the Gap, Inc. GAP.N: Jefferies cuts to hold from buy; cuts target price to $23 from $29
* the Home Depot, Inc. HD.N: RBC raises target price to $343 from $340
* the Middleby Corporation MIDD.O: Canaccord Genuity cuts target price to $157 from $165
* the Middleby Corporation MIDD.O: JP Morgan cuts target price to $141 from $151
* UDR, Inc. UDR.N: Morgan Stanley cuts target price to $42.00 from $44.50
* Unusual Machines Inc UMAC.A: Piper Sandler initiates with overweight rating; PT $38
* Urban Outfitters, Inc URBN.O: Jefferies raises target price to $79 from $72
* US Foods Holding Corp. USFD.N: Piper Sandler raises target price to $108 from $88
* Ventas, Inc. VTR.N: Jefferies cuts target price to $102 from $109
* Venture Global, Inc. VG.N: Wells Fargo raises target price to $15 from $14
* Vor Biopharma Inc. VOR.O: Wedbush raises target price to $27 from $18
* Welltower Inc. WELL.N: Jefferies cuts target price to $261 from $270
* Ziff Davis Inc ZD.O: UBS raises target price to $59 from $30
* Zura Bio Ltd ZURA.O: Wedbush raises target price to $22 from $15

 (Compiled by Bengaluru Newsroom)
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