U.S. RESEARCH ROUNDUP-Masco, Sherwin-Williams, Vulcan Materials

Baker Hughes

25/08/2026 08:27

Aug 25 (Reuters) - Wall Street securities analysts revised their ratings and price targets on several U.S.-listed companies including Masco, Sherwin-Williams and Vulcan Materials on Tuesday. 

  HIGHLIGHTS        
* Armstrong World Industries Inc AWI.N: D.A. Davidson initiates coverage with buy rating
* Masco Corporation MAS.N: D.A. Davidson initiates coverage with neutral rating
* RLI Corp RLI.N: Jefferies cuts to underperform from hold
* Sherwin-Williams Co SHW.N: D.A. Davidson initiates coverage with buy rating
* Vulcan Materials Co VMC.N: D.A. Davidson initiates coverage with buy rating
                
Following is a summary of research actions on U.S. companies reported by Reuters on Tuesday. Stock entries are in alphabetical order.         

* Acadia Pharmaceuticals Inc ACAD.O: Deutsche Bank raises target price to $38 from $37
* Advanced Drainage Systems Inc WMS.N: D.A. Davidson initiates coverage with buy rating
* Advanced Drainage Systems Inc WMS.N: D.A. Davidson initiates coverage with target price $190
* Advanced Micro Devices AMD.O: Raymond James raises target price to $641 from $565
* Advanced Micro Devices AMD.O: Raymond James raises to strong buy from outperform
* AECOM ACM.N: Argus Research cuts target price to $75 from $85
* Albemarle ALB.N: JP Morgan cuts target price to $140 from $160
* Amrize AG AMRZ.N: D.A. Davidson initiates coverage with neutral rating; PT $50
* Anaptysbio Inc ANAB.O: TD Cowen cuts target price to $70 from $75
* Apnimed Inc APMD.O: BofA Global Research initiates coverage with buy rating 
* Apnimed Inc APMD.O: BofA Global Research initiates coverage with price objective $41
* Applied Materials Inc AMAT.O: Mizuho cuts target price to $590 from $650
* Armstrong World Industries Inc AWI.N: D.A. Davidson initiates coverage with buy rating
* Armstrong World Industries Inc AWI.N: D.A. Davidson initiates coverage with target price $215
* Baker Hughes Company BKR.O: RBC raises target price to $76 from $71
* BXP Inc BXP.N: UBS raises target price to $70 from $61
* Calumet Inc CLMT.O: UBS raises target price to $47 from $26
* Carlisle Companies Incorporated CSL.N: D.A. Davidson initiates coverage with neutral rating
* Carlisle Companies Incorporated CSL.N: D.A. Davidson initiates coverage with target price $410
* Centrus Energy Corp LEU.N: Stifel cuts target price to $216 from $246
* Chime Financial Inc CHYM.O: Wells Fargo raises target price to $39 from $33
* Curbline Properties Corp CURB.N: Jefferies initiates coverage with buy rating; target price $36
* Denali Therapeutics Inc DNLI.O: B. Riley raises target price to $35 from $30
* Dynatrace Inc DT.N: Morgan Stanley raises target price to $65 from $58
* Dynatrace Inc DT.N: Morgan Stanley raises to overweight from equal-weight
* Eagle Materials EXP.N: D.A. Davidson initiates coverage with neutral rating; PT $220
* Expedia Group Inc EXPE.O: BTIG raises target price to $400 from $350
* Factorial Energy Inc FAC.O: Oppenheimer initiates coverage with outperform rating
* Factorial Energy Inc FAC.O: Oppenheimer initiates coverage with target price $8
* FIS FIS.N: Wells Fargo cuts target price to $46 from $58
* FIS FIS.N: Wells Fargo cuts to equal weight from overweight
* Five Below Inc FIVE.O: Truist Securities raises target price to $273 from $265
* Fluence Energy Inc FLNC.O: UBS raises to neutral from sell; raises PT to $12 from $9
* FMC Corporation FMC.N: BofA Global Research resumes coverage with neutral rating 
* FMC Corporation FMC.N: BofA Global Research resumes coverage with price objective $12.00
* Fortune Brands Innovations Inc FBIN.N: D.A. Davidson initiates coverage with buy rating
* Fortune Brands Innovations Inc FBIN.N: D.A. Davidson initiates coverage with target price $64
* Gitlab Inc GTLB.O: Wells Fargo raises target price to $40 from $26
* Global Payments Inc GPN.N: Truist Securities raises target price to $95 from $79
* Honeywell Technologies HON.O: HSBC cuts target price to $288 from $299.79
* Insmed Incorporated INSM.O: Mizuho raises target price to $195 from $192
* JBT Marel Corporation JBTM.N: KeyBanc initiates coverage with overweight rating
* JBT Marel Corporation JBTM.N: KeyBanc initiates coverage with target price $150
* Knife River Corp KNF.N: D.A. Davidson initiates coverage with buy rating; target price $85
* Kodiak AI Inc KDK.O: Oppenheimer initiates coverage with outperform rating; PT $9
* Kronos Worldwide KRO.N: Deutsche Bank raises target price to $9 from $6
* Lam Research LRCX.O: Mizuho cuts target price to $365 from $370
* Marsh & Mclennan Companies Inc MRSH.N: BMO raises target price to $203 from $189
* Martin Marietta Materials Inc MLM.N: D.A. Davidson initiates coverage with neutral rating
* Martin Marietta Materials Inc MLM.N: D.A. Davidson initiates coverage with target price $625
* Marvell Technology Inc MRVL.O: Rosenblatt Securities raises target price to $300 from $240
* Marvell Technology Inc MRVL.O: Susquehanna raises target price to $265 from $230
* Masco Corporation MAS.N: D.A. Davidson initiates coverage with neutral rating
* Masco Corporation MAS.N: D.A. Davidson initiates coverage with target price $80
* Masterbrand Inc MBC.N: D.A. Davidson initiates coverage with neutral rating; PT $10
* Merck & Co Inc MRK.N: Argus Research raises target price to $170 from $145
* Micron Technology Inc MU.O: Mizuho cuts target price to $1,300 from $1,375
* Midera Food Processing Inc MFP.O: KeyBanc initiates coverage with sector weight rating
* MKS Incorporated MKSI.O: Mizuho cuts target price to $330 from $360
* Moderna MRNA.O: Barclays raises target price to $125 from $48
* MongoDB Inc MDB.O: Wells Fargo raises target price to $475 from $375
* Newmont NEM.N: Raymond James raises target price to $140 from $131
* Nutanix Inc NTNX.O: UBS raises target price to $80 from $62
* Nvidia Corporation NVDA.O: Raymond James raises target price to $352 from $330
* Olin OLN.N: Deutsche Bank cuts target price to $20 from $30
* Owens Corning OC.N: D.A. Davidson initiates coverage with buy rating; target price $190
* Palo Alto Networks Inc PANW.O: JP Morgan raises target price to $384 from $326
* Paycom Software Inc PAYC.N: JP Morgan raises target price to $264 from $140
* Pool Corporation POOL.O: D.A. Davidson initiates coverage with neutral rating
* Pool Corporation POOL.O: D.A. Davidson initiates coverage with target price $210
* Quaker Houghton KWR.N: Deutsche Bank raises target price to $185 from $165
* QXO Inc QXO.N: D.A. Davidson initiates coverage with buy rating; target price $26
* Reformation Inc REF.N: Morgan Stanley initiates coverage with equal weight rating
* Reformation Inc REF.N: Morgan Stanley initiates coverage with target price $16
* Regenxbio Inc RGNX.O: Clear Street cuts target price to $32 from $45
* Regenxbio Inc RGNX.O: H.C. Wainwright cuts target price to $21 from $23
* Ringcentral Inc RNG.N: Wells Fargo raises target price to $65 from $43
* RLI Corp RLI.N: Jefferies cuts to underperform from hold
* Rubrik Inc RBRK.N: Wells Fargo raises target price to $120 from $90
* Rush Enterprises Inc RUSHA.O: UBS raises target price to $85 from $78
* Sandisk Corporation SNDK.O: Mizuho cuts target price to $1,875 from $1,900
* Sherwin-Williams Co SHW.N: D.A. Davidson initiates coverage with buy rating
* Sherwin-Williams Co SHW.N: D.A. Davidson initiates coverage with target price $400
* Shift4 Payments Inc FOUR.N: Wells Fargo raises target price to $59 from $55
* Shift4 Payments Inc FOUR.N: Wells Fargo raises to overweight from equal weight
* SL Green Realty Corp SLG.N: JP Morgan raises target price to $61 from $51
* Snowflake Inc SNOW.N: Benchmark raises target price to $360 from $290
* Strategy MSTR.O: Canaccord Genuity raises target price to $175 from $130
* Teleflex Incorporated TFX.N: Needham raises target price to $170 from $159
* Ulta Beauty ULTA.O: Deutsche Bank raises target price to $695 from $692
* Vivid Seats SEAT.O: Deutsche Bank raises target price to $7.5 from $7
* Vulcan Materials Co VMC.N: D.A. Davidson initiates coverage with buy rating
* Vulcan Materials Co VMC.N: D.A. Davidson initiates coverage with target price $330
* Workday Inc WDAY.O: Canaccord Genuity raises target price to $225 from $200
* Zoetis Inc ZTS.N: TD Cowen cuts target price to $94 from $104
* Zscaler Inc ZS.O: Barclays raises target price to $192 from $170

 (Compiled by Bengaluru Newsroom)
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