U.S. RESEARCH ROUNDUP-Chevron, Mobility Global, Tesla

Costco Wholesale

28/09/2026 08:19

Sept 28 (Reuters) - Wall Street securities analysts revised their ratings and price targets on several US-listed companies, including Chevron, Mobility Global and Tesla, on Monday. 
     
       HIGHLIGHTS     
   * 10X Genomics, Inc. TXG.O: Piper Sandler raises target price to $80 from $47
   * Chevron Corporation CVX.N: TD Cowen raises target price to $215 from $205
   * First Solar, Inc. FSLR.O: KeyBanc raises to sector weight from underweight
   * Mobility Global Inc MBGL.N: JP Morgan initiates coverage with neutral rating
   * Tesla Inc TSLA.O: JP Morgan cuts target price to $415 from $445
     
The following is a summary of research actions on US companies reported by Reuters on Monday. Stock entries are in alphabetical order.     
     
* 10X Genomics, Inc. TXG.O: Argus Research initiates coverage with buy rating
* 10X Genomics, Inc. TXG.O: Argus Research initiates coverage with target price $110
* 10X Genomics, Inc. TXG.O: Piper Sandler raises target price to $80 from $47
* Acadia Healthcare Company, Inc. ACHC.O: Raymond James cuts to outperform from strong buy
* Acuity Inc. AYI.N: William Blair cuts to market perform rating
* Adicet Bio, Inc. ACET.O: H.C. Wainwright raises target price to $34 from $27
* Akamai Technologies Inc AKAM.O: D.A. Davidson cuts target price to $150 from $185
* Alaska Air Group Inc ALK.N: BMO cuts target price to $50 from $62.5
* Alcoa Corp AA.N: BMO cuts target price to $50 from $55
* Alexandria Real Estate Equities, Inc ARE.N: BMO cuts target price to $48 from $52
* Alphabet Inc. GOOGL.O: Piper Sandler raises target price to $400 from $395
* American Airlines AAL.O: BMO cuts target price to $15.5 from $19
* Autodesk, Inc. ADSK.O: Piper Sandler cuts target price to $300 from $338
* Autozone, Inc. AZO.N: JP Morgan cuts target price to $3,700 from $3,850
* Blackline, Inc. BL.O: D.A. Davidson cuts target price to $23 from $30
* Blackline, Inc. BL.O: D.A. Davidson cuts to underperform from neutral
* BP BP.N: TD Cowen raises target price to $47 from $41
* Capital One Financial Corp COF.N: Piper Sandler raises target price to $260 from $254
* Century Aluminum Company CENX.O: BMO cuts target price to $55 from $65
* Charles River Laboratories International Inc CRL.N: Jefferies raises PT to $340 from $305
* Chevron Corporation CVX.N: TD Cowen raises target price to $215 from $205
* Citigroup C.N: HSBC raises target price to $164 from $161
* Clearway Energy Inc CWEN.N: Truist Securities cuts target price to $40 from $43
* Coca-Cola Co KO.N: JP Morgan cuts target price to $95 from $96
* Commercial Metals Co CMC.N: BMO cuts target price to $75 from $80
* Constellation Brands, Inc. STZ.N: Bernstein cuts target price to $180 from $197
* Constellium SE CSTM.N: BMO cuts target price to $36 from $40
* Costco Wholesale COST.O: Deutsche Bank cuts target price to $1079 from $1091
* Costco Wholesale Corp COST.O: Jefferies cuts target price to $1,100 from $1,130
* Delta Air Lines, Inc. DAL.N: BMO cuts target price to $100 from $105
* DTE Energy Company DTE.N: Mizuho cuts target price to $136 from $152
* Dutch Bros Inc. BROS.N: D.A. Davidson cuts target price to $60 from $85
* Eli Lilly LLY.N: JP Morgan raises target price to $1,500 from $1,400
* Enphase Energy, Inc. ENPH.O: Susquehanna cuts target price to $37 from $39
* Envista Holdings Corporation NVST.N: BMO cuts target price to $26 from $29
* Exxon Mobil XOM.N: TD Cowen raises target price to $180 from $168
* First Solar, Inc. FSLR.O: KeyBanc raises to sector weight from underweight
* Fiserv Inc FISV.O: B. Riley Securities cuts target price to $51 from $66
* Freeport-Mcmoran Inc FCX.N: BMO raises target price to $85 from $78
* Goldman Sachs GS.N: HSBC raises target price to $1007 from $995
* Graftech International Ltd EAF.N: BMO raises target price to $9 from $7.5
* Grail Inc GRAL.O: Canaccord Genuity raises target price to $150 from $80
* Group 1 Automotive Inc GPI.N: Citigroup cuts target price to $357 from $387
* H.B. Fuller Company FUL.N: JP Morgan cuts target price to $66 from $67
* Hexcel Corporation HXL.N: Jefferies cuts target price to $98 from $110
* Illumina Inc ILMN.O: Piper Sandler raises target price to $305 from $225
* Incyte INCY.O: JP Morgan raises target price to $123 from $120
* Incyte Corporation INCY.O: H.C. Wainwright raises target price to $152 from $150
* Ionq, Inc. IONQ.N: BofA Global Research initiates coverage with buy rating
* Ionq, Inc. IONQ.N: BofA Global Research initiates coverage with price objective $60
* Iqvia Holdings Inc. IQV.N: Truist Securities raises target price to $329 from $300
* Ivanhoe Electric Inc. IE.A: BMO raises target price to $24 from $21
* Jabil Inc. JBL.N: JP Morgan cuts target price to $425 from $450
* Jack Henry & Associates Inc JKHY.O: Seaport Research Partners initiates coverage with buy rating
* Jack Henry & Associates Inc JKHY.O: Seaport Research Partners initiates coverage with target price $193
* JetBlue Airways JBLU.O: BMO cuts target price to $5.25 from $6.75
* JP Morgan Chase JPM.N: HSBC raises target price to $377 from $369
* Karman Holdings Inc KRMN.N: RBC cuts target price to $70 from $85
* Kodiak Sciences Inc KOD.O: H.C. Wainwright raises target price to $96 from $58
* Lamb Weston Holdings, Inc. LW.N: Stephens cuts target price to $50 from $55
* Lightspeed Commerce Inc. LSPD.N: Morgan Stanley assumes coverage with equalweight rating
* Lightspeed Commerce Inc. LSPD.N: Morgan Stanley assumes coverage with target price $9.5
* Lumentum Holdings Inc. LITE.O: Citigroup raises target price to $1,400 from $1,200
* Marvell Technology, Inc. MRVL.O: UBS raises target price to $335 from $310
* Mastec Inc MTZ.N: Piper Sandler cuts target price to $313 from $321
* McDonald's MCD.N: Morgan Stanley cuts target price to $297 from $308
* Meta META.O: Monness Crespi Hardt raises target price to $830 from $730
* Mirum Pharmaceuticals Inc MIRM.O: Baird raises target price to $130 from $123
* Mirum Pharmaceuticals Inc MIRM.O: H.C. Wainwright raises target price to $195 from $140
* Mobility Global Inc MBGL.N: JP Morgan initiates coverage with neutral rating
* Mobility Global Inc MBGL.N: JP Morgan initiates coverage with target price $21
* Morgan Stanley MS.N: HSBC raises target price to $219 from $215
* Nike, Inc. NKE.N: Deutsche Bank cuts target price to $37 from $45
* Nike, Inc. NKE.N: Piper Sandler cuts target price to $38 from $45
* NiSource Inc. NI.N: BMO cuts target price to $45 from $49
* Nutanix, Inc. NTNX.O: Needham raises target price to $90 from $85
* Okta, Inc. OKTA.O: Scotiabank raises target price to $245 from $1h90
* Palo Alto Networks, Inc. PANW.O: BTIG raises target price to $425 from $404
* Park Hotels & Resorts Inc PK.N: Raymond James raises to strong buy from market perform
* Peabody Energy Corp BTU.N: BMO cuts target price to $32 from $34
* Pebblebrook Hotel Trust PEB.N: Raymond James raises target price to $20 from $18
* Pegasystems Inc. PEGA.O: D.A. Davidson cuts to neutral from buy
* Pepsico PEP.O: Deutsche Bank cuts target price to $138 from $155
* Pepsico PEP.O: Deutsche Bank cuts to hold from buy
* PNC Financial Services PNC.N: HSBC raises target price to $283 from $275
* Portland General Electric Co POR.N: UBS cuts target price to $50 from $53
* Principal Financial Group Inc PFG.O: Piper Sandler raises target price to $128 from $125
* Quanta Services Inc PWR.N: Piper Sandler cuts target price to $714 from $731
* Ranger Energy Services Inc RNGR.N: zephirin Group raises price objective to $15 from $14.5
* Rexford Industrial Realty, Inc. REXR.N: BMO raises target price to $39 from $38
* Rezolute, Inc. RZLT.O: H.C. Wainwright raises target price to $10
* RH RH.N: Stifel cuts target price to $120 from $130
* RLJ Lodging Trust RLJ.N: Raymond James cuts to market perform from outperform
* Roblox Corporation RBLX.N: Jefferies cuts to underperform from hold
* Royal Caribbean Cruises RCL.N: BofA Global Research raises to buy from neutral
* Royal Caribbean Cruises RCL.N: Deutsche Bank raises to buy from hold
* Ryman Hospitality Properties Inc RHP.N: Raymond James raises PT to $130 from $125
* Safehold Inc SAFE.N: Truist Securities cuts target price to $13 from $17
* Scholastic Corporation SCHL.O: B. Riley Securities cuts target price to $35 from $42
* Selective Insurance Group, Inc. SIGI.O: Piper Sandler cuts target price to $97 from $105
* Sibanye Stillwater SBSW.N: BMO raises target price to $15 from $12
* Southwest Airlines Co LUV.N: BMO cuts target price to $50 from $60
* Steel Dynamics Inc STLD.O: BMO cuts target price to $290 from $296
* Tesla Inc TSLA.O: JP Morgan cuts target price to $415 from $445
* Transdigm Group Incorporated TDG.N: BMO cuts target price to $1400 from $1525
* Tyler Technologies, Inc. TYL.N: Piper Sandler cuts target price to $450 from $491
* United Airlines UAL.O: BMO cuts target price to $140 from $157.5
* Uranium Energy Corp. UEC.A: BMO cuts target price to $11 from $12
* US Bancorp USB.N: HSBC raises target price to $76 from $74
* Vaxcyte, Inc. PCVX.O: BofA Global Research cuts price objective to $130 from $133
* Vertex Pharmaceuticals Incorporated VRTX.O: UBS raises target price to $615 from $585
* Warrior Met Coal Inc HCC.N: BMO raises target price to $100 from $95
* Waterbridge Infrastructure Llc WBI.N: Piper Sandler assumes coverage with overweight rating
* Waterbridge Infrastructure Llc WBI.N: Piper Sandler assumes coverage with price target $37
* Wells Fargo & Company WFC.N: HSBC raises target price to $108 from $104
* Xencor, Inc. XNCR.O: Truist Securities raises target price to $29 from $27
* Yeti Holdings, Inc. YETI.N: Canaccord Genuity raises target price to $46 from $45
* Pepsico PEP.O: TD Cowen cuts target price to $133 from $145

 (Compiled by Bengaluru Newsroom)
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