U.S. RESEARCH ROUNDUP-Cheniere Energy, Valero Energy, Workday

APA

24/08/2026 09:04

Aug 24 (Reuters) - Wall Street securities analysts revised their ratings and price targets on several U.S.-listed companies, including Cheniere Energy, Valero Energy and Workday, on Monday. 

HIGHLIGHTS
* Cheniere Energy Inc LNG.N: RBC raises target price to $319 from $300
* Nordson Corp NDSN.O: D.A. Davidson raises target price to $375 from $345
* Rubrik Inc RBRK.N: Jefferies raises target price to $120 from $90
* Valero Energy Corp VLO.N: Jefferies raises target price to $401 from $312
* Workday Inc WDAY.O: Jefferies raises target price to $225 from $205
          
Following is a summary of research actions on U.S. companies reported by Reuters on Monday. Stock entries are in alphabetical order. 

* Affirm Holdings Inc. AFRM.O: Oppenheimer raises target price to $100 from $87
* Agilent Technologies Inc A.N: Jefferies raises target price to $150 from $135
* Airbnb, Inc. ABNB.O: Bernstein raises target price to $217 from $168
* Alaska Air Group Inc ALK.N: Raymond James cuts target price to $52 from $60
* Alkami Technology Inc ALKT.O: JP Morgan raises target price to $24 from $19
* Allegiant Travel Company ALGT.O: Raymond James raises target price to $116 from $138
* Allegiant Travel Company ALGT.O: Raymond James raises to strong buy from outperform
* Apa Corporation APA.O: Jefferies raises target price to $38 from $36
* Ashland Inc. ASH.N: Argus Research raises target price to $80 from $64
* BJ's Wholesale Club Holdings, Inc. BJ.N: BofA Global Research raises price objective to $106 from $101
* BJ's Wholesale Club Holdings, Inc. BJ.N: Citigroup raises target to $111 from $100
* BJ's Wholesale Club Holdings, Inc. BJ.N: D.A. Davidson raises target to $108 from $105
* BJ's Wholesale Club Holdings, Inc. BJ.N: Deutsche Bank raises target to $103 from $94
* BJ's Wholesale Club Holdings, Inc. BJ.N: Jefferies raises target price to $100 from $95
* BJ's Wholesale Club Holdings, Inc. BJ.N: JP Morgan raises target price to $100 from $98
* BJ's Wholesale Club Holdings, Inc. BJ.N: TD Cowen raises target price to $115 from $110
* Cheniere Energy Inc LNG.N: RBC raises target price to $319 from $300
* Chord Energy Corporation CHRD.O: Texas Capital Securities raises PT to $174 from $168
* Circle Internet Group, Inc. CRCL.N: Needham raises target price to $130 from $127
* Circle Internet Group, Inc. CRCL.N: Susquehanna raises target price to $92 from $69
* Clear Secure, Inc. YOU.N: JP Morgan assumes coverage with overweight rating; PT $55
* Cleveland-Cliffs, Inc. CLF.N: Wells Fargo raises target price to $12 from $11
* Climb Bio, Inc. CLYM.O: H.C. Wainwright raises target price to $24 from $20
* Coinbase Global Inc COIN.O: Needham raises target price to $200 from $177
* Conocophillips COP.N: Raymond James raises target price to $168 from $142
* Coreweave, Inc. CRWV.O: Truist Securities raises target price to $165 from $155
* Coty Inc COTY.N: Jefferies cuts target price to $2.4 from $2.8
* Crowdstrike CRWD.O: Jefferies raises target price to $230 from $190
* Cummins CMI.N: Jefferies cuts target price to $675 from $775
* Deere & Co DE.N: D.A. Davidson raises target price to $760 from $685
* Deere & Co DE.N: Truist Securities cuts target price to $804 from $812
* Deere DE.N: Barclays raises target price to $675 from $640
* Dell Technologies Inc. DELL.N: Morgan Stanley raises target price to $434 from $430
* Delta Air Lines, Inc. DAL.N: Raymond James cuts target price to $98 from $104
* Dentsply Sirona XRAY.O: Barclays raises target price to $11 from $9
* Dick's Sporting Goods, Inc. DKS.N: JP Morgan cuts target price to $245 from $270
* Emerson EMR.N: D.A. Davidson raises target price by $10 to $155
* EOG Resources, Inc. EOG.N: Texas Capital Securities raises target to $168 from $150
* Estée Lauder EL.N: Berenberg raises target price to $92 from $84
* Everquote, Inc. EVER.O: JP Morgan assumes coverage with overweight rating; PT $29
* Five9 Inc FIVN.O: Canaccord Genuity raises target price to $39 from $33
* Fortune Brands Innovations, Inc. FBIN.N: Wells Fargo initiates with overweight rating 
* Fortune Brands Innovations, Inc. FBIN.N: Wells Fargo initiates with target price $52
* Frontdoor Inc FTDR.O: JP Morgan assumes coverage with neutral rating; target price $95
* Funko Inc FNKO.O: Seaport Research Partners initiates coverage with buy rating; PT $8
* Gulfport Energy Corporation GPOR.N: Jefferies cuts target price to $239 from $260
* Hewlett-Packard HPQ.N: Morgan Stanley cuts target price to $17 from $19
* Howmet Aerospace HWM.N: Bernstein raises target price to $328 from $318
* Inhibrx Biosciences, Inc. INBX.O: H.C. Wainwright initiates coverage with buy rating 
* Inhibrx Biosciences, Inc. INBX.O: H.C. Wainwright initiates coverage with PT $245
* Intuit Inc INTU.O: Jefferies cuts target price to $500 from $550
* Ionic Digital Inc IOND.O: Jefferies initiates coverage with buy rating; PT $85
* Jersey Mike'S Subs Inc JMKE.N: Bernstein initiates coverage with market perform rating
* Jersey Mike'S Subs Inc JMKE.N: Bernstein initiates coverage with target price $26
* Jersey Mike'S Subs Inc JMKE.N: BofA Global Research initiates with buy rating 
* Jersey Mike'S Subs Inc JMKE.N: BofA Global Research initiates with price objective $27
* Jersey Mike'S Subs Inc JMKE.N: BTIG initiates coverage with buy rating; PT $28
* Jersey Mike'S Subs Inc JMKE.N: Deutsche Bank initiates coverage with buy rating 
* Jersey Mike'S Subs Inc JMKE.N: Deutsche Bank initiates coverage with target price $27
* Jersey Mike'S Subs Inc JMKE.N: Jefferies initiates coverage with buy rating; PT $29
* Jersey Mike'S Subs Inc JMKE.N: JP Morgan initiates coverage with overweight rating
* Jersey Mike'S Subs Inc JMKE.N: JP Morgan initiates coverage with target price $26
* Jersey Mike'S Subs Inc JMKE.N: Mizuho initiates coverage with outperform rating; PT $31
* Jersey Mike'S Subs Inc JMKE.N: Morgan Stanley initiates coverage with overweight rating
* Jersey Mike'S Subs Inc JMKE.N: Morgan Stanley initiates coverage with target price $29
* Jersey Mike'S Subs Inc JMKE.N: Piper Sandler initiates coverage with overweight rating
* Jersey Mike'S Subs Inc JMKE.N: Piper Sandler initiates coverage with target price $29
* Jersey Mike'S Subs Inc JMKE.N: Raymond James initiates coverage with outperform rating
* Jersey Mike'S Subs Inc JMKE.N: Raymond James initiates coverage with target price $29
* Jersey Mike'S Subs Inc JMKE.N: RBC initiates coverage with outperform rating; PT $28
* Jersey Mike'S Subs Inc JMKE.N: Stifel initiates coverage with buy rating; PT $27
* Jersey Mike'S Subs Inc JMKE.N: TD Cowen initiates coverage with buy rating; PT $26
* Jersey Mike'S Subs Inc JMKE.N: Truist Securities initiates coverage with buy rating
* Jersey Mike'S Subs Inc JMKE.N: Truist Securities initiates coverage with target $30
* Jersey Mike'S Subs Inc JMKE.N: UBS initiates coverage with buy rating; target price $28 
* Jersey Mike'S Subs Inc JMKE.N: Wells Fargo initiates coverage with equal weight rating
* Jersey Mike'S Subs Inc JMKE.N: Wells Fargo initiates coverage with target price $25
* Jersey Mike'S Subs Inc JMKE.N: William Blair initiates coverage with outperform rating
* LB Pharmaceuticals Inc LBRX.O: H.C. Wainwright raises target price to $60 from $45
* Marvell Technology, Inc. MRVL.O: Wells Fargo raises target price to $310 from $240
* Match Group MTCH.O: JP Morgan assumes coverage with neutral rating; target price $43
* Mediaalpha Inc MAX.N: JP Morgan assumes coverage with neutral rating; PT $15
* Mongodb, Inc. MDB.O: UBS raises target price to $460 from $350 
* Nexgel Inc NXGL.O: Maxim Group cuts to hold from buy
* Nordson Corporation NDSN.O: D.A. Davidson raises target price to $375 from $345
* Nucor Corporation NUE.N: Wells Fargo cuts target price to $285 from $297
* Occidental Petroleum Corp OXY.N: Jefferies raises target price to $57 from $56
* P&G PG.N: Bernstein raises target price to $149 from $148
* Palo Alto Networks, Inc. PANW.O: Benchmark raises target price to $400 from $340
* Palo Alto Networks, Inc. PANW.O: Piper Sandler raises target price to $400 from $340
* Q2 Holdings Inc QTWO.N: JP Morgan raises target price to $72 from $60
* Reformation Inc. REF.N: JP Morgan initiates coverage with overweight rating; PT $21.00
* Reformation Inc. REF.N: RBC initiates coverage with outperform rating; target price $18
* Reformation Inc. REF.N: Telsey Advisory Group initiates coverage with outperform rating
* Reformation Inc. REF.N: Telsey Advisory Group initiates coverage with price target $20
* Reliance, Inc. RS.N: Wells Fargo cuts target price to $391 from $398
* Robinhood Markets, Inc. HOOD.O: Needham raises target price to $123 from $120
* Roku Inc ROKU.O: JP Morgan assumes coverage with neutral rating; target price $160
* Rubrik Inc RBRK.N: Jefferies raises target price to $120 from $90
* Sentinelone Inc S.N: Jefferies raises target price to $25 from $24
* Shattuck Labs Inc STTK.O: Raymond James initiates coverage with strong buy rating
* Shattuck Labs Inc STTK.O: Raymond James initiates coverage with target price $18
* Shift4 Payments, Inc. FOUR.N: B. Riley cuts target price to $96 from $120
* SL Green Realty Corp SLG.N: Truist Securities raises target price to $57 from $46
* Southwest Airlines Co LUV.N: Raymond James cuts target price to $54 from $60
* Steel Dynamics, Inc. STLD.O: Wells Fargo cuts target price to $255 from $275
* Talen Energy Corp TLN.O: Mizuho initiates coverage with outperform rating; PT $405
* Ubiquiti, Inc. UI.N: Barclays cuts target price to $489 from $672
* Valero Energy Corp VLO.N: Jefferies raises target price to $401 from $312
* Viemed Healthcare Inc VMD.O: Barrington Research initiates with outperform rating
* Viemed Healthcare Inc VMD.O: Barrington Research initiates with target price $14
* Vistra Corp. VST.N: Mizuho initiates coverage with outperform rating; target price $169
* Walmart Inc WMT.O: Jefferies cuts target price to $120 from $150
* Weave Communications Inc. WEAV.N: Raymond James cuts to market perform from outperform
* Wec Energy Group Inc. WEC.N: Jefferies cuts target price to $120 from $123
* Whirlpool Corporation WHR.N: Wells Fargo initiates coverage with equal weight rating 
* Whirlpool Corporation WHR.N: Wells Fargo initiates coverage with target price $42
* Williams-Sonoma WSM.N: BofA Global Research raises price objective to $261.00 from $250.00
* Workday Inc. WDAY.O: Jefferies raises target price to $225 from $205
* Workday, Inc. WDAY.O: Oppenheimer raises target price to $220 from $165
* Xometry Inc. XMTR.O: JP Morgan assumes coverage with overweight rating; PT $120

 (Compiled by Bengaluru Newsroom)
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