US RESEARCH ROUNDUP-Amrize, Dexcom, Lennar

Element Solutions

01/10/2026 09:24

Oct 1 (Reuters) - Wall Street securities analysts revised their ratings and price targets on several US-listed companies, including Amrize, Dexcom, and Lennar, on Thursday. 
     
 HIGHLIGHTS    
* Amrize AMRZ.N: Barclays initiates coverage with equal-weight rating; PT $55
* Dexcom DXCM.O: RBC ups PT to $105 from $90
* Lennar LEN.N: Morgan Stanley initiates coverage with underweight rating; PT $65
* Levi Strauss & Co LEVI.N: Jefferies cuts PT to $25 from $27
* Synopsys SNPS.O: Deutsche Bank ups PT to $640 from $590
                
 The following is a summary of research actions on US companies reported by Reuters on Thursday. Stock entries are in alphabetical order.     

* Agree Realty ADC.N: RBC cuts PT to $73 from $82
* AIG AIG.N: BofA Global Research cuts price objective to $88 from $92
* Albemarle ALB.N: Mizuho cuts PT to $130 from $140
* Allstate Corp ALL.N: BofA Global Research raises price objective to $336 from $334
* American Airlines AAL.O: Jefferies cuts target price to $12 from $15
* Amrize AMRZ.N: Barclays initiates coverage with equal-weight rating; PT $55
* Amrize AMRZ.N: Citigroup cuts target price to $50 from $58
* Apple AAPL.O: Morgan Stanley cuts target price to $355 from $360
* Atmos Energy ATO.N: Jefferies cuts PT to $167 from $173
* Atossa Therapeutics ATOS.O: Ascendiant Capital Markets ups PT to $25 from $24
* Axogen AXGN.O: Truist Securities cuts target price to $53 from $60
* Banc of California BANC.N: Piper Sandler cuts PT to $22 from $23
* Bank of America BAC.N: Truist Securities cuts target price to $62 from $65
* Bank of Hawaii BOH.N: Piper Sandler cuts PT to $78 from $85
* Bank of Marin Bancorp BMRC.O: Piper Sandler cuts PT to $29 from $30
* Banner Corp BANR.O: Piper Sandler cuts PT to $71 from $74
* BJ's Restaurants BJRI.O: Mizuho raises target price to $76 from $74
* BJ's Restaurants BJRI.O: Mizuho raises to outperform from neutral
* Blackstone BX.N: HSBC cuts PT to $122 from $135
* Blackstone Digital Infrastructure Trust BXDC.N: Moffettnathanson cuts PT to $20 from $21
* Brown & Brown BRO.N: JP Morgan ups PT to $83 from $80
* Cal-Maine Foods CALM.O: Stephens cuts target price to $70 from $80
* Carmax KMX.N: Barclays raises target price to $67 from $61
* Carmax KMX.N: Stephens ups PT to $81 from $74
* Carnival Corporation CCL.N: Citigroup cuts target price to $35 from $37
* Cigna CI.N: Jefferies cuts PT to $288 from $307
* Cincinnati Financial Corporation CINF.O: BofA Global Research cuts price objective to $187 from $193
* City Holding Co CHCO.O: KBW ups PT to $145 from $135
* Civeo CVEO.N: Northland Capital initiates coverage with outperform rating; PT $42
* Clorox CLX.N: TD Cowen cuts PT to $85 from $90
* Compass Group CPG.L: Deutsche Bank cuts PT to $35 from $40
* Conagra Brands CAG.N: Bernstein cuts target price to $11 from $12
* Conagra Brands CAG.N: TD Cowen cuts target price to $13 from $14
* Connect Biopharma Holdings Ltd CNTB.O: BTIG cuts PT to $5 from $10
* CRH Plc CRH.N: Citigroup cuts target price to $106 from $122
* Customers Bancorp CUBI.N: JP Morgan cuts PT to $92 from $96
* D.R. Horton DHI.N: Morgan Stanley initiates coverage with equal weight rating
* D.R. Horton DHI.N: Morgan Stanley initiates coverage with target price $151
* Delta Air Lines DAL.N: Jefferies cuts target price to $95 from $110
* Dexcom DXCM.O: RBC ups PT to $105 from $90
* Dick's Sporting Goods DKS.N: Truist Securities cuts PT to $128 from $135
* Digital Turbine APPS.O: RBC initiates coverage with outperform rating; PT $15
* Dow DOW.N: Mizuho cuts PT to $32 from $35
* Draftkings DKNG.O: BTIG cuts target price to $25 from $30
* Dynatrace DT.N: UBS raises target price to $74 from $65
* E.L.F. Beauty ELF.N: Raymond James raises PT to $117 from $100
* Eagle Materials Inc EXP.N: Citigroup cuts target price to $190 from $232
* Eastman Chemical Co EMN.N: Mizuho cuts PT to $80 from $85
* Element Solutions ESI.N: Mizuho cuts PT to $42 from $45
* Enliven Therapeutics ELVN.O: JP Morgan starts coverage with overweight rating; PT $75
* EOG Resources EOG.N: JP Morgan raises target price to $164 from $151
* Ethos Technologies LIFE.O: JP Morgan cuts to neutral from overweight
* Euronet Worldwide EEFT.O: Northland Capital cuts target price to $85 from $90
* Expeditors International of Washington EXPD.N: Baird ups PT to $200 from $190
* Factset FDS.N: BMO raises target price to $300 from $282
* Factset FDS.N: Deutsche Bank raises target price to $301 from $299
* Factset FDS.N: Stifel raises target price to $292 from $254
* First Business Financial Services FBIZ.O: Raymond James assumes coverage with outperform rating
* First Business Financial Services FBIZ.O: Raymond James assumes coverage with PT $75
* First Citizens Bancshares FCNCA.O: JP Morgan cuts PT to $2300 from $2450
* First Hawaiian FHB.O: JP Morgan cuts PT to $29 from $30
* First Hawaiian FHB.O: JP Morgan raises to neutral from underweight
* First Hawaiian FHB.O: Piper Sandler cuts PT to $27 from $30
* Flagstar Bank Na FLG.N: JP Morgan cuts PT to $14 from $15.50
* Flutter Entertainment Plc FLUT.N: BTIG cuts PT to $110 from $113
* Forbright FRBT.O: JP Morgan cuts PT to $22 from $23
* Forbright FRBT.O: JP Morgan raises to overweight from neutral
* Freshpet FRPT.O: Needham initiates coverage with hold rating
* Gaming and Leisure Properties GLPI.O: RBC cuts PT to $44 from $52
* Getty Realty GTY.N: RBC cuts PT to $30 from $36
* Globus Medical GMED.N: RBC cuts PT to $85 from $115
* Goosehead Insurance GSHD.O: JP Morgan cuts PT to $60 from $68
* Harmony Biosciences HRMY.O: Deutsche Bank ups PT to $42 from $39
* Hewlett Packard Enterprise HPE.N: Barclays ups PT to $83 from $79
* Hewlett Packard Enterprise HPE.N: Citigroup raises PT to $92 from $76
* Hewlett Packard Enterprise HPE.N: Morgan Stanley ups PT to $72 from $67
* Hewlett Packard Enterprise HPE.N: Piper Sandler ups PT to $70 from $57
* Hewlett Packard Enterprise HPE.N: Truist Securities ups PT to $75 from $70
* Hewlett Packard Enterprise Company HPE.N: UBS raises PT to $66 from $59
* Hillman Solutions HLMN.O: Canaccord Genuity cuts PT to $13 from $14
* Hub Group HUBG.O: Stifel raises to hold from sell
* Immunome IMNM.O: Stifel initiates coverage with hold rating; PT $24
* Inspire Medical Systems INSP.N: RBC ups PT to $75 from $60
* Italy'S Prysmian PRY.MI: Kepler Cheuvreux ups PT to EUR 155 from EUR 151
* Jabil JBL.N: Barclays cuts target price to $378 from $426
* Jabil JBL.N: JP Morgan ups PT to $430 from $425
* KB Home KBH.N: Morgan Stanley starts coverage with underweight rating; PT $39
* KKR & Co KKR.N: HSBC cuts PT to $115 from $121
* Kratos Defense & Security Solutions KTOS.O: Jefferies cuts PT to $68 from $80
* Kura Oncology KURA.O: JP Morgan starts coverage with overweight rating; PT $30
* Lam Research LRCX.O: B. Riley raises target price to $390 from $350
* Lennar LEN.N: Morgan Stanley initiates coverage with underweight rating; PT $65
* Levi Strauss & Co LEVI.N: Jefferies cuts PT to $25 from $27
* Levi Strauss & Co LEVI.N: Stifel cuts target price to $27 from $28
* Liquidia LQDA.O: BTIG cuts to neutral from buy
* Liquidia LQDA.O: Jefferies cuts PT to $45 from $115
* Liquidia LQDA.O: Needham cuts PT to $72 from $110
* Liquidia LQDA.O: Raymond James cuts target price to $53 from $106
* Liquidia LQDA.O: Raymond James cuts to outperform from strong buy
* Marsh & Mclennan Companies MRSH.N: JP Morgan ups PT to $215 from $212
* Martin Marietta Materials MLM.N: Citigroup cuts PT to $610 from $690
* Merck & Co MRK.N: Jefferies ups PT to $177 from $175
* Micron Technology MU.O: D.A. Davidson ups PT to $2100 from $2000
* Micron Technology MU.O: Mizuho raises target price to $1400 from $1300
* Micron Technology MU.O: Rosenblatt Securities ups PT to $1900 from $1500
* Monte Rosa Therapeutics GLUE.O: H.C. Wainwright initiates coverage with PT $25
* Monte Rosa Therapeutics GLUE.O: H.C. Wainwright initiates coverage with buy rating
* National Bank Holdings Corp NBHC.N: Piper Sandler cuts PT to $49 from $51
* National Energy Services Reunited NESR.O: BMO initiates coverage with outperform rating
* National Energy Services Reunited NESR.O: BMO initiates coverage with PT $39
* NNN REIT NNN.N: RBC cuts PT to $42 from $47
* NVR NVR.N: Morgan Stanley initiates coverage with underweight rating; PT $5058
* Old National Bancorp ONB.O: JP Morgan cuts PT to $30 from $32
* Orchestra Biomed Holdings OBIO.O: Piper Sandler ups PT to $12 from $10
* Ormat Technologies ORA.N: UBS cuts target price to $100 from $157
* Ormat Technologies ORA.N: UBS cuts to neutral from buy
* PBF Energy PBF.N: JP Morgan raises target price to $89 from $83
* Pepsico PEP.O: Barclays cuts target price to $133 from $142
* Pinnacle Financial Partners PNFP.N: JP Morgan cuts PT to $115 from $120
* Pinnacle West Capital PNW.N: Barclays cuts PT to $94 from $108
* PNC Financial Services PNC.N: Truist Securities cuts PT to $252 from $264
* preferred Bank PFBC.O: Piper Sandler ups PT to $120 from $115
* Pultegroup PHM.N: Morgan Stanley initiates coverage with equal weight rating
* Pultegroup PHM.N: Morgan Stanley initiates coverage with PT $128
* Qnity Electronics Q.N: Mizuho cuts PT to $160 from $180
* Realty Income O.N: RBC cuts PT to $60 from $70
* Regeneron Pharmaceuticals REGN.O: Argus Research raises to buy from hold
* Rogers ROG.N: B. Riley raises target price to $225 from $200
* Sable Offshore SOC.N: Roth MKM cuts PT to $10
* Sagimet Biosciences SGMT.O: Oppenheimer raises target price to $38 from $33
* Sagimet Biosciences SGMT.O: Oppenheimer ups PT to $38 from $33
* Semtech SMTC.O: Oppenheimer raises target price to $225 from $200
* Semtech SMTC.O: Oppenheimer ups PT to $225 from $200
* Sintx Technologies SINT.O: Ascendiant Capital Markets ups PT to $12.50 from $12
* Solstice Advanced Materials SOLS.O: Mizuho cuts PT to $65 from $70
* Southstate Bank Corp SSB.N: JP Morgan cuts PT to $120 from $125
* Southwest Airlines Co LUV.N: Jefferies cuts target price to $41 from $46
* Spyre Therapeutics SYRE.O: Jefferies ups PT to $129 from $126
* Spyre Therapeutics SYRE.O: Jonestrading raises target price to $130 from $121
* Summit Therapeutics SMMT.O: Barclays raises PT to $20 from $18
* Synopsys SNPS.O: Deutsche Bank raises target price to $640 from $590
* Synopsys SNPS.O: Deutsche Bank ups PT to $640 from $590
* Synopsys SNPS.O: Rosenblatt Securities raises target price to $620 from $575
* Texas Capital Bancshares TCBI.O: JP Morgan cuts PT to $100 from $110
* the Baldwin Insurance Group BWIN.O: JP Morgan cuts to neutral from overweight
* the Baldwin Insurance Group BWIN.O: JP Morgan ups PT to $32 from $30
* the Progressive Corporation PGR.N: BofA Global Research raises price objective to $314 from $302
* The Vita Coco Company COCO.O: Oppenheimer initiates coverage with PT $70
* The Vita Coco Company COCO.O: Oppenheimer initiates coverage with outperform rating
* The Williams Companies WMB.N: Barclays reinstates coverage with overweight rating
* The Williams Companies WMB.N: Barclays reinstates coverage with PT $82
* Titan America SA TTAM.N: Citigroup cuts target price to $18 from $21
* Toll Brothers TOL.N: Morgan Stanley starts coverage with overweight rating; PT $159
* Travelers TRV.N: BofA Global Research cuts price objective to $301 from $307
* Trico Bancshares TCBK.O: Piper Sandler cuts PT to $56.5 from $63
* TWFG TWFG.O: JP Morgan cuts PT to $26 from $28
* U.S. Bancorp USB.N: Truist Securities cuts target price to $67 from $69
* UMB Financial UMBF.O: JP Morgan cuts PT to $160 from $180
* United Airlines UAL.O: Jefferies cuts target price to $134 from $155
* United Therapeutics UTHR.O: BTIG raises to buy from neutral
* Valley National Bancorp VLY.O: JP Morgan cuts PT to $15.50 from $17
* Valvoline VVV.N: Citigroup cuts target price to $34 from $41
* VICI Properties VICI.N: RBC cuts PT to $26 from $29
* Vicor VICR.O: Needham raises target price to $350 from $320
* Vulcan Materials Co VMC.N: Citigroup cuts target price to $300 from $350
* W. R. Berkley Corporation WRB.N: BofA Global Research cuts price objective to $66 from $68
* W.P. Carey WPC.N: RBC cuts PT to $67 from $77
* Wafd WAFD.O: Piper Sandler cuts PT to $32 from $36
* Warner Music Group WMG.O: UBS raises target price to $43 from $42
* Wells Fargo WFC.N: Truist Securities raises target price to $95 from $94
* Western Alliance Ban WAL.N: JP Morgan cuts PT to $90 from $93
* Westlake Corp WLK.N: Mizuho cuts PT to $72 from $88
* Westlake Corp WLK.N: Truist Securities cuts target price to $90 from $104
* Whitehawk Therapeutics WHWK.O: Stifel initiates coverage with buy rating; PT $9
* Zenas Biopharma ZBIO.O: Citigroup raises target price to $48 from $41
* Zions Bancorp National Association ZION.O: JP Morgan cuts PT to $65 from $75
* Zions Bancorp National Association ZION.O: Piper Sandler cuts PT to $68 from $71

 (Compiled by Bengaluru Newsroom)
 ((Diaries@thomsonreuters.com))