U.S. RESEARCH ROUNDUP-Eli Lilly, McDonald's, Welltower

BKV

15/09/2026 08:19

Sept 15 (Reuters) - Wall Street securities analysts revised their ratings and price targets on several U.S.-listed companies, including Eli Lilly, McDonald's and Welltower, on Tuesday. 
     
  HIGHLIGHTS      
      
* Dave Inc. DAVE.O: JP Morgan initiates coverage with overweight rating; PT $480
* Eli Lilly LLY.N: Berenberg raises to buy from hold
* McDonald's MCD.N: Jefferies cuts target price to $325 from $350
* Spacex SPCX.O: HSBC raises target price to $150 from $117
* Welltower Inc. WELL.N: Jefferies assumes coverage with buy rating; price target $275
                
Following is a summary of research actions on U.S. companies reported by Reuters on Tuesday. Stock entries are in alphabetical order.       
   
* Aaon, Inc. AAON.O: D.A. Davidson assumes coverage with buy rating; target price $110
* Agilon Health, Inc. AGL.N: Bernstein raises target price to $125 from $86
* Agilon Health, Inc. AGL.N: Bernstein raises to outperform from market perform
* Astrana Health, Inc. ASTH.O: Oppenheimer initiates with outperform rating; PT $53
* Beta Bionics, Inc. BBNX.O: Truist Securities raises target price to $23 from $22
* BKV Corporation BKV.N: Barclays cuts target price to $35 from $36
* BKV Corporation BKV.N: Gerdes Energy Research raises price target by $1 to $29
* BKV Corporation BKV.N: Gerdes Energy Research raises to buy from neutral
* Boston Scientific Corp BSX.N: Bernstein cuts target price to $60 from $72
* Camden Property Trust CPT.N: UBS cuts target price to $105 from $106
* Cardiff Oncology, Inc. CRDF.O: H.C. Wainwright raises to buy from neutral
* Carnival Corp. CCL.N: Deutsche Bank cuts target price to $29 from $34
* Centerpoint Energy CNP.N: RBC initiates coverage with sector perform rating; PT $40
* Centerspace CSR.N: UBS cuts target price to $68 from $70
* Comcast Corporation CMCSA.O: UBS cuts target price to $27 from $32
* Contineum Therapeutics, Inc. CTNM.O: Leerink Partners cuts target to $22 from $25
* Corning GLW.N: Mizuho cuts target price to $180 from $210
* Darden Restaurants Inc. DRI.N: Oppenheimer raises target price to $245 from $235
* Dave & Buster's Entertainment, Inc. PLAY.O: BMO cuts target price to $13 from $22
* Dave & Buster's Entertainment, Inc. PLAY.O: UBS cuts target price to $9 from $12
* Dave Inc. DAVE.O: JP Morgan initiates coverage with overweight rating; PT $480
* Definium Therapeutics Inc DFTX.O: Canaccord Genuity raises target to $78 from $64
* Dynatrace, Inc DT.N: BMO raises target price to $62 from $60
* E.L.F. Beauty ELF.N: BofA Global Research ups price objective to $118.00 from $100.00
* Eli Lilly LLY.N: Berenberg raises target price to $1,400 from $1,220
* Eli Lilly LLY.N: Berenberg raises to buy from hold
* Elmet Group Co ELMT.O: Needham raises target price to $25 from $21
* Enova International, Inc. ENVA.N: TD Cowen cuts target price to $220 from $257
* Essex Property Trust, Inc. ESS.N: UBS raises target price to $286 from $278
* Etsy, Inc. ETSY.N: Oppenheimer raises to outperform from perform
* Gentherm Incorporated THRM.O: JP Morgan raises to overweight from neutral
* Healthcare Realty Trust HR.N: Jefferies assumes coverage with hold rating; PT $20
* Healthpeak Properties, Inc DOC.N: Jefferies assumes coverage with hold rating; PT $21
* Independence Realty Trust, Inc. IRT.N: UBS cuts target price to $18 from $19
* Installed Building Products, Inc. IBP.N: Stifel initiates with buy rating; target $240
* Janus Living Inc JAN.N: Jefferies initiates coverage with buy rating; price target $36
* Lear Corporation LEA.N: JP Morgan cuts target price to $150 from $175
* Lear Corporation LEA.N: JP Morgan cuts to neutral from overweight
* Life360, Inc. LIF.O: D.A. Davidson cuts target price to $40 from $47
* Lyntris Inc. LYNX.N: BofA Global Research initiates with buy rating; price objective $21
* Lyntris Inc. LYNX.N: Citigroup initiates coverage with buy rating; target price $19
* McDonald's MCD.N: Jefferies cuts target price to $325 from $350
* McDonald's MCD.N: RBC cuts target price $290 from $295
* Mid-America Apartment Communities Inc MAA.N: UBS cuts target price to $129 from $132
* Netskope, Inc. NTSK.O: Stephens initiates with overweight rating; target price $21
* Nike, Inc. NKE.N: Telsey Advisory Group cuts target price to $44 from $47
* Palantir Technologies Inc. PLTR.O: UBS raises target price to $250 from $220
* PPL Corp PPL.N: RBC initiates coverage with sector perform rating; target price $35
* ResMed Inc. RMD.N: RBC raises target price to $262 from $244
* ResMed Inc. RMD.N: RBC raises to outperform from sector perform
* Ribbon Communications RBBN.O: Rosenblatt Securities cuts to neutral from buy rating
* Rivian RIVN.O: Citigroup initiates coverage with neutral rating; target price $18
* Roblox Corporation RBLX.N: BTIG raises target price to $41 from $30
* Roblox Corporation RBLX.N: Roth MKM raises target price to $60 from $55
* Scholar Rock Holding Corp SRRK.O: Barclays cuts to equal weight from overweight
* Scholar Rock Holding Corp SRRK.O: Barclays raises target price to $58 from $55
* Scholar Rock Holding Corp SRRK.O: H.C. Wainwright raises target price to $70 from $65
* Scholar Rock Holding Corp SRRK.O: Jefferies raises target price to $65 from $57
* Scholar Rock Holding Corp SRRK.O: Leerink Partners raises target to $65 from $59
* Scholar Rock Holding Corporation SRRK.O: Wedbush raises target price to $70 from $64
* Solaris Energy Infrastructure, Inc. SEI.N: Needham raises target to $104 from $98
* Spacex SPCX.O: HSBC raises target price to $150 from $117
* Strategy Inc. MSTR.O: Barclays raises target price to $160 from $125
* Stryker Corporation SYK.N: Bernstein cuts target price to $385 from $420
* Symbotic Inc SYM.O: Needham cuts target price to $60 from $75
* TD Synnex Corporation SNX.N: Morgan Stanley cuts target price to $334.00 from $374.00
* Teledyne Technologies Inc TDY.N: Needham raises target price to $760 from $750
* the Baldwin Insurance Group, Inc. BWIN.O: BMO raises target price to $32.5 from $26
* the Cheesecake Factory Incorporated CAKE.O: Wells Fargo raises target to $105 from $90
* the Middleby Corporation MIDD.O: JP Morgan raises target price to $147 from $141
* the Middleby Corporation MIDD.O: JP Morgan raises to overweight from neutral
* Thor Industries, Inc. THO.N: BMO cuts target price to $95 from $110
    * UDR, Inc. UDR.N: UBS cuts target price to $41 from $42
* Ulta Beauty, Inc. ULTA.O: Wells Fargo raises target price to $525 from $450
* Ulta Beauty, Inc. ULTA.O: Wells Fargo raises to equal weight from underweight
* Ventas, Inc. VTR.N: Jefferies assumes coverage with buy rating; price target $102
* Vishay Intertechnology VSH.N: Oppenheimer initiates with outperform rating; PT $42
* Visteon Corporation VC.O: JP Morgan cuts target price to $145 from $170
* Vivmark Residential VMRK.N: UBS raises target price to $75 from $73
* Welltower Inc. WELL.N: Jefferies assumes coverage with buy rating; price target $275
* Zebra Technologies ZBRA.O: Needham raises target price to $435 from $410
     

 (Compiled by Bengaluru Newsroom)
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