U.S. RESEARCH ROUNDUP: Airbnb, Doordash, Zillow Group

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14/07/2026 09:04

July 14 (Reuters) - Wall Street securities analysts revised their ratings and price targets on several U.S. listed companies, including Airbnb, Doordash and Zillow Group on Tuesday. 

HIGHLIGHTS    
* Airbnb Inc ABNB.O: Jefferies raises target price to $175 from $160
* Doordash DASH.O: Jefferies raises target price to $225 from $220
* ICU Medical Inc ICUI.O: Jefferies raises target price to $175 from $160
* Tyson Foods Inc TSN.N: JP Morgan cuts target price to $65 from $71
* Zillow Group Inc Z.O: Jefferies cuts target price to $60 from $75
        
Following is a summary of research actions on U.S. companies reported by Reuters on Tuesday. Stock entries are in alphabetical order. 


* Acadia Healthcare Company Inc ACHC.O: Keybanc raises target price to $40 from $30
* Acadia Healthcare Company Inc ACHC.O: TD Cowen raises target price to $36 from $30
* Advanced Drainage Systems Inc WMS.N: Barclays raises target price to $191 from $181
* Advanced Micro Devices Inc AMD.O: Keybanc raises target price to $725 from $530
* Airbnb Inc ABNB.O: Jefferies raises target price to $175 from $160
* Allstate Corp ALL.N: JP Morgan raises target price to $282 from $263
* Alnylam Pharmaceuticals ALNY.O: BofA Global Research cuts PO to $410 from $460
* American Homes 4 Rent AMH.N: Barclays raises target price to $36 from $32
* Analog Devices Inc ADI.O: Keybanc raises target price to $525 from $500
* Antero Resources Corp AR.N: UBS cuts target price to $50 from $56 
* Apple Inc AAPL.O: Keybanc cuts to underweight from sector weight
* Aptargroup Inc ATR.N: BofA Global Research raises price objective to $173 from $148 
* Aptargroup Inc ATR.N: BofA Global Research raises to buy from neutral 
* Arrowhead Pharmaceuticals ARWR.O: Stifel initiates coverage with buy rating; PT $98
* Astrana Health Inc ASTH.O: BTIG raises target price to $65 from $50
* Astrana Health Inc ASTH.O: TD Cowen raises target price to $50 from $45
* AT&T Inc T.N: Bernstein cuts target price to $25 from $30 
* Atmos Energy ATO.N: Barclays cuts target price to $183 from $184
* Avalonbay Communities AVB.N: Barclays cuts to equal-weight from overweight
* Avalonbay Communities AVB.N: Barclays raises target price to $205 from $203
* Bel Fuse Inc BELFA.O: BofA Global Research initiates coverage with PO $330 
* Bel Fuse Inc BELFA.O: BofA Global Research initiates coverage with buy rating 
* Bloom Energy Corp BE.N: Truist Securities initiates coverage with hold rating
* Bloom Energy Corp BE.N: Truist Securities initiates price target $250
* Booking Holdings Inc BKNG.O: Jefferies raises target price to $190 from $180
* Boston Beer Company Inc SAM.N: Citigroup cuts target price to $195 from $240
* Brightspring Health Services Inc BTSG.O: Keybanc raises target price to $80 from $60
* Cable One Inc CABO.N: Exane BNP Paribas cuts target price to $40 from $60 
* Cable One Inc CABO.N: Exane BNP Paribas raises to neutral from underperform
* Cadence Design Systems Inc CDNS.O: Rosenblatt Securitie raises PT to $410 from $375
* Camden Property Trust CPT.N: Barclays raises target price to $122 from $116
* Carpenter Technology Corp CRS.N: JP Morgan raises target price to $705 from $470
* Carvana CVNA.N: Jefferies cuts target price to $90 from $95
* Celsius Holdings Inc CELH.O: Citigroup cuts target price to $50 from $60
* Centene Corp CNC.N: TD Cowen raises target price to $65 from $47
* Centene Corp CNC.N: Truist Securities raises target price to $78 from $71
* Centrus Energy Corp LEU.N: Truist Securities initiates coverage with buy rating
* Centrus Energy Corp LEU.N: Truist Securities initiates price target $215
* Ch Robinson Worldwide Inc CHRW.O: BMO raises target price to $190 from $180
* Champion Homes, Inc SKY.N: Barclays raises target price to $102 from $94
* Charter Communications Inc CHTR.O: Bernstein cuts target price to $170 from $210 
* Charter Communications Inc CHTR.O: Exane BNP Paribas cuts PT to $120 from $150 
* Chefs' Warehouse Inc CHEF.O: Benchmark raises target price to $106 from $90
* Churchill Downs Incorporated CHDN.O: Wells Fargo cuts target price to $120 from $132
* Circle Internet Group Inc CRCL.N: JP Morgan cuts target price to $120 from $155
* Circle Internet Group Inc CRCL.N: Mizuho cuts target price to $50 from $85
* Circle Internet Group Inc CRCL.N: Mizuho cuts to underperform from neutraL
* Cirrus Logic Inc CRUS.O: Keybanc cuts target price to $190 from $200
* Clearway Energy Inc CWEN.N: Truist Securities initiates coverage with buy rating
* Clearway Energy Inc CWEN.N: Truist Securities initiates price target $43
* Cms Energy Corporation CMS.N: Barclays raises target price to $81 from $79
* Coca-Cola Co KO.N: Citigroup raises target price to $97 from $91
* Coinbase Global Inc COIN.O: JP Morgan cuts target price to $196 from $283
* Colgate-Palmolive Co CL.N: Citigroup raises target price to $110 from $105
* Columbia Banking System COLB.O: BofA Global Research initiates coverage with PO $38 
* Columbia Banking System COLB.O: BofA Global Research initiates coverage with buy rating
* Comcast Corp CMCSA.O: Bernstein cuts target price to $28 from $32 
* Comcast Corp CMCSA.O: Exane BNP Paribas cuts target price to $22 from $25 
* Compass Inc COMP.N: Barclays raises target price to $15 from $12
* Concentra Group Holdings Parent Inc CON.N: Truist Securities ups PT to $37 from $31
* Crown Holdings Inc CCK.N: BofA Global Research raises PO to $145 from $129 
* CVS Health Corp CVS.N: Truist Securities raises target price to $118 from $108
* D.R. Horton Inc DHI.N: Barclays raises target price to $141 from $140
* Dave Inc DAVE.O: UBS raises target price to $470 from $300 
* Davita Inc DVA.N: Truist Securities raises target price to $250 from $205
* Delta Air Lines Inc DAL.N: Argus Research raises target price to $105 from $100 
* Doordash DASH.O: Jefferies raises target price to $225 from $220
* Doordash Inc DASH.O: Keybanc cuts target price to $275 from $280
* Duolingo Inc DUOL.O: Jefferies raises target price to $125 from $95
* eBay EBAY.O: Jefferies raises target price to $75 from $65
* Edison International EIX.N: Barclays raises target price to $78 from $77
* Elevance Health ELV.N: TD Cowen raises target price to $465 from $400
* Elevance Health ELV.N: Truist Securities raises target price to $475 from $450
* Elf Beauty Inc ELF.N: Citigroup raises target price to $92 from $87
* Eli Lilly LLY.N: Bernstein raises target price to $1385 from $1300 
* Ensign Group Inc ENSG.O: Truist Securities cuts target price to $202 from $215
* Eos Energy Enterprises Inc EOSE.O: Truist Securities initiates coverage with buy rating
* Eos Energy Enterprises Inc EOSE.O: Truist Securities initiates price target $7
* Equity Lifestyle Properties ELS.N: Barclays cuts to equal-weight from overweight
* Equity Residential EQR.N: Barclays cuts to equal-weight from overweight
* Erasca ERAS.O: BofA Global Research raises price objective to $18 from $16
* Erasca Inc ERAS.O: Piper Sandler raises target price to $22 from $18
* Essex Property Trust ESS.N: Barclays raises target price to $296 from $277
* Etsy Inc ETSY.N: Jefferies raises target price to $80 from $62
* Exelixis Inc EXEL.O: Barclays raises target price to $49 from $45
* Expedia Group Inc EXPE.O: Jefferies raises target price to $310 from $300
* First Solar Inc FSLR.O: Truist Securities initiates coverage with hold rating
* First Solar Inc FSLR.O: Truist Securities initiates price target $249
* Fluence Energy Inc FLNC.O: Truist Securities initiates coverage with hold rating
* Fluence Energy Inc FLNC.O: Truist Securities initiates price target $16
* Fortune Brands Innovations Inc FBIN.N: Barclays raises target price to $56 from $41
* Franklin Resources Inc BEN.N: Barclays raises target price to $34 from $31
* Fuelcell Energy Inc FCEL.O: UBS raises target price to $27 from $22 
* Fuelcell Energy Inc FCEL.O: UBS raises to buy from neutral
* Graphic Packaging Holding Co GPK.N: BofA Global Research resumes coverage with neutral rating 
* Greif Inc GEF.N: BofA Global Research cuts to underperform from neutral 
* Greif Inc GEF.N: BofA Global Research raises price objective to $70 from $68 
* Guidewire Software Inc GWRE.N: JP Morgan cuts target price to $258 from $300
* Hagerty Inc HGTY.N: JP Morgan raises target price to $13 from $12
* HCA Healthcare Inc HCA.N: Keybanc cuts target price to $475 from $510
* Humana HUM.N: TD Cowen raises target price to $350 from $211
* Humana HUM.N: Truist Securities raises target price to $415 from $320
* Hut 8 Corp HUT.O: Benchmark raises target price to $165 from $85
* IBM IBM.N: HSBC cuts to reduce from hold; cuts target price to $191 from $231 
* IBM IBM.N: Morgan Stanley raises target price to $293.00 from $267.00
* ICU Medical Inc ICUI.O: Jefferies raises target price to $175 from $160
* Incyte Corporation INCY.O: Barclays raises target price to $134 from $117
* Independence Realty Trust, Inc IRT.N: Barclays raises target price to $20 from $19
* Independence Realty Trust, Inc IRT.N: Barclays raises to overweight from equal-weight
* Intel Corp INTC.O: Keybanc raises target price to $155 from $110
* Interactive Brokers Group Inc IBKR.O: BofA Global Research raises PO to $106 from $83 
* International Business Machines IBM.N: Oppenheimer raises PT to $350 from $320 
* International Paper Co IP.N: BofA Global Research cuts price objective to $41 from $44 
* International Paper Co IP.N: BofA Global Research cuts to neutral from buy 
* Intuit Inc INTU.O: Piper Sandler assumes coverage with underweight rating; PT $250
* Invesco Ltd. IVZ.N: Barclays raises target price to $31 from $26
* Invitation Homes INVH.N: Barclays raises target price to $36 from $32
* Jeld-Wen Holding, Inc JELD.N: Barclays cuts target price to $1.5 from $2.5
* Keurig DR Pepper Inc KDP.O: Citigroup raises target price to $37 from $32
* Krystal Biotech Inc KRYS.O: BofA Global Research raises PO to $396 from $364 
* Las Vegas Sands Corp LVS.N: Wells Fargo cuts target price to $53 from $65
* Louisiana-Pacific Corp LPX.N: Barclays raises target price to $93 from $89
* LP Building Solutions LPX.N: BofA Global Research raises PO to $101 from $85 
* Lyft Inc LYFT.O: Jefferies raises target price to $15.5 from $15
* Manpowergroup Inc MAN.N: UBS raises target price to $41 from $33 
* Marathon Petroleum Corp MPC.N: Citigroup raises target price to $303 from $257
* Marriott Vacations Worldwide Corporation VAC.N: Wells Fargo raises target price to $68 from $66
* Marvell Technology Inc MRVL.O: Keybanc raises target price to $400 from $385
* Masco Corp MAS.N: Barclays raises target price to $82 from $78
* Masco Corporation MAS.N: Wells Fargo raises target price to $87 from $85
* McKesson Corp MCK.N: Leerink Partners cuts target price to $950 from $970
* Micron Technology Inc MU.O: Keybanc raises target price to $1,750 from $1,600
* Mid-America Apartment Communities MAA.N: Barclays raises PT to $147 from $139
* Middleby Corp MIDD.O: Keybanc cuts target price to $152 from $190
* Mohawk Industries Inc MHK.N: Barclays raises target price to $109 from $96
* Molina Healthcare Inc MOH.N: TD Cowen raises target price to $230 from $163
* Molina Healthcare Inc MOH.N: Truist Securities raises PT to $250 from $205
* Molson Coors Beverage Co TAP.N: Citigroup cuts target price to $42 from $47
* Monarch Casino & Resort, Inc MCRI.O: Wells Fargo raises PT to $116 from $99
* Monster Beverage Corp MNST.O: Citigroup raises target price to $113 from $100
* Murphy Oil Corp MUR.N: JP Morgan cuts target price to $42 from $46 
* Nano Nuclear Energy Inc NNE.O: Truist Securities initiates coverage with hold rating
* Nano Nuclear Energy Inc NNE.O: Truist Securities initiates price target $22
* National Fuel Gas Co NFG.N: JP Morgan cuts target price to $87 from $93
* Netflix Inc NFLX.O: Morgan Stanley cuts target price to $90.00 from $115.00
* Netflix, Inc NFLX.O: Barclays cuts target price to $85 from $110
* Newmont NEM.N: TD Cowen raises to buy from hold; cuts target price to $127 from $129
* Nextpower Inc NXT.O: Truist Securities initiates coverage with buy rating; PT $140
* Noble Corporation Plc NE.N: JP Morgan cuts target price to $45 from $48
* Nuscale Power Corp SMR.N: Truist Securities initiates coverage with hold rating; PT $10
* Nvidia Corp NVDA.O: Keybanc raises target price to $330 from $310
* Occidental Petroleum Corp OXY.N: JP Morgan cuts target price to $60 from $63
* Oge Energy Corp OGE.N: Barclays raises target price to $52 from $51
* O-I Glass Inc OI.N: BofA Global Research cuts price objective to $11 from $13
* O-I Glass Inc OI.N: BofA Global Research cuts to underperform from buy 
* O-I Glass Inc OI.N: BofA Global Research cuts price objective to $11 from $13 
* O-I Glass Inc OI.N: BofA Global Research cuts to underperform from buy
* Oklo Inc OKLO.N: Truist Securities initiates coverage with hold rating; PT $55
* One Stop Systems Inc OSS.O: Clear Street initiates coverage with buy rating
* One Stop Systems Inc OSS.O: Clear Street initiates target price $20
* Owens Corning OC.N: Wells Fargo raises target price to $165 from $150
* Owens Corning Inc OC.N: Barclays raises target price to $170 from $144
* Packaging Corp of America PKG.N: BofA Global Research raises PT to $263 from $242 
* Pattern Group Inc PTRN.O: Jefferies raises target price to $30 from $21
* PBF Energy Inc PBF.N: Mizuho raises target price to $57 from $48
* Penn Entertainment, Inc PENN.O: Wells Fargo cuts target price to $23 from $24
* Pennant Group Inc PNTG.O: Truist Securities raises target price to $48 from $42
* Phillips 66 PSX.N: Citigroup raises target price to $204 from $183
* Ppl Corp PPL.N: Barclays raises target price to $41 from $39
* Progressive Corp PGR.N: JP Morgan cuts to neutral from overweight
* Protagonist Therapeutics PTGX.O: Barclays raises target price to $151 from $119
* Pultegroup Inc PHM.N: Barclays raises target price to $123 from $112
* Q32 Bio Inc QTTB.O: Mizuho raises target price to $36 from $14
* Q32 Bio Inc QTTB.O: Wells Fargo raises to overweight from equal weight
* Qnity Electronics Inc Q.N: RBC cuts target price to $189 from $200
* Rivian RIVN.O: Morgan Stanley raises target price to $13 from $12
* Royal Gold Inc RGLD.O: Scotiabank cuts target price to $310 from $331
* Royal Gold Inc RGLD.O: TD Cowen cuts target price to $285 from $355
* Rxo Inc RXO.N: BMO initiates coverage with outperform rating; price target $35
* ServiceNow Inc NOW.N: UBS raises target price to $115 from $100 
* Siteone Landscape Supply Inc SITE.N: Barclays cuts target price to $129 from $148
* Skyworks Solutions Inc SWKS.O: Keybanc cuts to sector weight from overweight
* Solv Energy Inc MWH.O: Keybanc cuts target price to $43 from $50
* Southwest Gas Holdings Inc SWX.N: Jefferies raises target price to $107 from $99
* Starbucks SBUX.O: Citigroup raises target price to $108 from $101
* Sun Communities SUI.N: Barclays cuts target price to $146 from $147
* Sunoco LP SUN.N: Barclays raises target price to $78 from $75
* Sunococorp SUNC.N: Barclays raises target price to $78 from $75
* T Rowe price Group Inc TROW.O: Barclays raises target price to $108 from $89
* Taylor Morrison Home Corp TMHC.N: Barclays cuts to equal-weight from overweight
* Taylor Morrison Home Corp TMHC.N: Barclays raises target price to $73 from $69
* Tesla Inc TSLA.O: Morgan Stanley raises target price to $417 from $415
* Tesla, Inc TSLA.O: Barclays raises target price to $370 from $360
* Tesla, Inc TSLA.O: Wells Fargo raises target price to $130 from $125
* Texas Instruments Inc TXN.O: Keybanc raises target price to $390 from $325
* TG Therapeutics Inc TGTX.O: JP Morgan raises target price to $65 from $46
* Tko Group TKO.N: Seaport Research Partners raises to buy from neutral
* Toll Brothers Inc TOL.N: Barclays raises target price to $122 from $115
* Tractor Supply Co TSCO.O: Telsey Advisory Group cuts target price to $40 from $52
* Tractor Supply Co. TSCO.O: Barclays cuts target price to $35 from $44
* Trex TREX.N: Deutsche Bank raises target price to $51 from $41
* Trex Company Inc TREX.N: Stifel raises target price to $47 from $44
* Trex Company, Inc TREX.N: Barclays raises target price to $42 from $36
* Trico Bancshares TCBK.O: KBW raises target price to $67.04 from $56
* Trico Bancshares TCBK.O: Piper Sandler cuts target price to $61 from $63
* Trico Bancshares TCBK.O: Piper Sandler cuts to neutral from overweight
* Trico Bancshares TCBK.O: Raymond James cuts to market perform from outperform
* Trimble Inc TRMB.O: Wells Fargo cuts target price to $61 from $70
* Tyson Foods Inc TSN.N: JP Morgan cuts target price to $65 from $71
* Uber UBER.N: Keybanc cuts target price to $105 from $110
* Udr, Inc UDR.N: Barclays raises target price to $46 from $41
* UnitedHealth UNH.N: Keybanc raises target price to $475 from $400
* UnitedHealth UNH.N: TD Cowen raises target price to $430 from $337
* UnitedHealth UNH.N: Truist Securities raises target price to $480 from $440
* Valero Energy Corp VLO.N: Citigroup raises target price to $302 from $259
* Victory Capital Holdings Inc VCTR.O: Barclays raises target price to $95 from $85
* Virtus Investment Partners Inc VRTS.N: Barclays raises PT to $141 from $125
* Walt Disney Co DIS.N: Barclays cuts target price to $110 from $135
* Wesco International Inc WCC.N: Stephens raises target price to $400 from $350
* Wesco International Inc WCC.N: Stephens raises to overweight from equal weight
* Williams Companies Inc WMB.N: Morgan Stanley raises PT to $99.00 from $98.00
* Ww Grainger GWW.N: Stephens cuts to equal weight from overweight
* Wynn Resorts, Limited WYNN.O: Wells Fargo cuts target price to $141 from $142
* Zillow Group Inc Z.O: Jefferies cuts target price to $60 from $75