U.S. RESEARCH ROUNDUP-Alphabet, IBM, Tesla

Knight-Swift Transportation Holdings

23/07/2026 08:25

July 23 (Reuters) - Wall Street securities analysts revised their ratings and price targets on several U.S.-listed companies, including Alphabet, IBM and Tesla, on Thursday. 
     
   HIGHLIGHTS        
     
* Alphabet Inc GOOG.O: JP Morgan cuts target price to $420 from $460
* GE Vernova Inc GEV.N: RBC raises target price to $1,225 from $1,195
* IBM IBM.N: Barclays cuts target price to $262 from $288
* Northrop Grumman NOC.N: JP Morgan cuts target price to $600 from $635
* Tesla Inc TSLA.O: Morgan Stanley cuts target price to $400 from $417
                
   Following is a summary of research actions on U.S. companies reported by Reuters on Thursday. Stock entries are in alphabetical order.    
     
* 3M Co MMM.N: Mizuho raises target price to $180 from $160
* Aaon Inc AAON.O: Keybanc initiates coverage with sector weight rating
* Adtran Holdings Inc ADTN.O: Needham cuts target price to $14 from $18
* Advanced Micro Devices AMD.O: Benchmark raises target price to $685 from $485
* AEP AEP.O: Jefferies cuts target price to $148 from $154
* Agilon Health Inc AGL.N: Citigroup cuts to sell from neutral
* Agilon Health Inc AGL.N: Citigroup raises target price to $105 from $80
* AGNC Investment Corp. AGNC.O: Wells Fargo cuts target price to $11 from $12
* Alaska Air Group Inc ALK.N: UBS cuts target price to $56 from $62
* Alphabet Inc GOOG.O: JP Morgan cuts target price to $420 from $460
* Alphabet Inc GOOG.O: Oppenheimer cuts target price to $400 from $445
* Alphabet Inc GOOG.O: Pivotal Research raises target price to $475 from $470
* Alphabet Inc GOOGL.O: Barclays raises target price to $425 from $405
* Alphabet Inc GOOGL.O: BMO raises target price to $465 from $455
* Alphabet Inc GOOGL.O: D.A. Davidson cuts target price to $350 from $375
* Alphabet Inc GOOGL.O: JP Morgan cuts target price to $420 from $460
* Alphabet Inc GOOGL.O: Morgan Stanley cuts target price to $400 from $415
* Alphabet Inc GOOGL.O: Morgan Stanley cuts target price to $400 from $415
* Alphabet Inc GOOGL.O: Oppenheimer cuts target price to $400 from $445
* Alphabet Inc GOOGL.O: Piper Sandler cuts target price to $395 from $445
* Alphabet Inc GOOGL.O: Truist Securities cuts target price to $420 from $430
* Alphabet Inc GOOGL.O: UBS cuts target price to $379 from $400
* Alphabet Inc GOOGL.O: Wells Fargo cuts target price to $411 from $418
* Alphatec Holdings Inc ATEC.O: Stephens initiates with overweight rating; target $15
* Ameren Corp AEE.N: Keybanc raises to overweight from sector weight
* American Water AWK.N: Jefferies cuts target price to $128 from $134
* Annaly Capital Management, Inc. NLY.N: Wells Fargo cuts target price to $24 from $25
* Apple Hospitality Reit, Inc. APLE.N: Wells Fargo raises target price to $17 from $15
* Apple Inc AAPL.O: Morgan Stanley raises target price to $364 from $360
* Applied Digital APLD.O: Morgan Stanley initiates with equal weight rating; target $36.5
* Arrowhead Pharmaceuticals ARWR.O: Morgan Stanley raises PT to $120 from $100
* Arrowhead Pharmaceuticals ARWR.O: Piper Sandler raises PT to $126 from $110
* AT&T Inc T.N: Morgan Stanley raises target price to $27 from $25
* AT&T Inc T.N: TD Cowen raises target price to $33 from $32
* AT&T Inc T.N: Wolfe Research raises to outperform from peer perform
* AT&T Inc. T.N: Wells Fargo raises target price to $20 from $18
* Badger Meter BMI.N: Deutsche Bank cuts target price to $137 from $143
* Badger Meter Inc BMI.N: JP Morgan cuts target price to $170 from $172
* Badger Meter Inc BMI.N: Stifel cuts target price to $165 from $170
* Bankunited, Inc. BKU.N: Barclays cuts target price to $50 from $52
* Biolife Solutions Inc BLFS.O: H.C. Wainwright cuts target price to $31 from $32
* Biolife Solutions Inc BLFS.O: H.C. Wainwright cuts to neutral from buy
* Biolife Solutions Inc BLFS.O: Jefferies cuts to hold from buy
* Biolife Solutions Inc BLFS.O: Jefferies raises target price to $31 from $30
* Biolife Solutions Inc BLFS.O: Maxim Group cuts to hold from buy
* Biolife Solutions Inc BLFS.O: TD Cowen cuts target price to $31 from $33
* Biolife Solutions Inc BLFS.O: TD Cowen cuts to hold from buy
* Blackstone Secured Lending Fund BXSL.N: Oppenheimer initiates coverage with perform rating; PT $25
* BP BP.N: Piper Sandler assumes coverage with neutral rating; target price $42
* Builders Firstsource BLDR.N: Oppenheimer cuts target price to $110 from $121
* Builders Firstsource Inc BLDR.N: Benchmark cuts target price to $100 from $105
* Builders Firstsource Inc BLDR.N: Stifel cuts target price to $70 from $76
* Cal-Maine Foods Inc CALM.O: BMO raises target price to $83 from $75
* Cardinal Health, Inc CAH.N: Citigroup raises target price to $265 from $245
* Cardinal Health, Inc CAH.N: Mizuho raises target price to $240 from $235
* Caredx Inc CDNA.O: Stephens raises target price to $50 from $38
* Carvana CVNA.N: Stephens cuts target price to $91.5 from $97
* Cathay General Bancorp CATY.O: Stephens raises target price to $63 from $56
* Celsius Holdings Inc CELH.O: Stephens cuts target price to $65 from $70
* Cheesecake Factory Inc CAKE.O: UBS raises target price to $60 from $53
* Chevron Corp CVX.N: Piper Sandler assumes coverage with overweight rating; PT $207
* Chubb Limited CB.N: Wells Fargo cuts target price to $356 from $358
* Cloudflare NET.N: Oppenheimer raises target price to $330 from $300
* CME Group CME.O: Deutsche Bank raises target price to $286 from $284
* CME Group Inc CME.O: JP Morgan raises target price to $250 from $249
* CME Group Inc CME.O: Raymond James raises target price to $330 from $320
* CME Group Inc CME.O: TD Cowen raises target price to $292 from $270
* CME Group Inc. CME.O: Morgan Stanley raises target price to $330 from $324
* Cms Energy Corp CMS.N: Keybanc cuts to sector weight from overweight
* Coinbase Global Inc COIN.O: Citigroup cuts target price to $235 from $400
* Community Health Systems Inc. CYH.N: Barclays cuts target price to $2.5 from $3
* Consolidated Edison Inc ED.N: Jefferies cuts target price to $121 from $122
* Core & Main Inc CNM.N: William Blair initiates coverage with market perform rating
* Corteva Inc CTVA.N: Oppenheimer raises target price to $95 from $89
* Costar Group Inc CSGP.O: Jefferies cuts target price to $45 from $55
* Crocs Inc CROX.O: BofA Global Research raises price objective to $160 from $145
* Crown Castle Inc CCI.N: JP Morgan cuts target price to $85 from $95
* Crown Castle Inc CCI.N: TD Cowen reinstates coverage with buy rating; price target $94
* CSX Corp CSX.O: BMO raises target price to $52 from $49
* CSX Corp CSX.O: TD Cowen raises target price to $54 from $46
* CSX Corporation CSX.O: Barclays raises target price to $60 from $55
* CSX Corporation CSX.O: BofA Global Research raises price objective to $56 from $53
* Diamondrock Hospitality Company DRH.O: Wells Fargo raises target price to $13 from $12
* Duke Energy Corp DUK.N: Keybanc raises to overweight from sector weight
* East West Bancorp Inc EWBC.O: Piper Sandler raises target price to $134 from $127
* Edison International EIX.N: Jefferies raises target price to $68 from $66
* Energy Vault Holdings Inc NRGV.N: Citigroup cuts target price to $5 from $5.25
* Energy Vault Holdings Inc NRGV.N: Citigroup raises to buy from neutral
* Enphase Energy Inc ENPH.O: Citigroup raises target price to $43 from $31
* EOG Resources Inc EOG.N: Stephens cuts target price to $167 from $172
* EQT Corp EQT.N: JP Morgan cuts target price to $65 from $68
* Equifax Inc EFX.N: JP Morgan cuts target price to $210 from $230
* Evolent Health Inc EVH.N: Citigroup cuts to neutral from buy
* Evolent Health Inc EVH.N: Citigroup raises target price to $6.75 from $5.5
* Exxon Mobil XOM.N: Piper Sandler assumes coverage with neutral rating; target $158
* Federal Realty Investment Trust FRT.N: Wells Fargo raises target price to $134 from $129
* First Bancorp FBP.N: Benchmark raises target price to $33
* First Bancorp FBP.N: Piper Sandler raises target price to $30 from $25
* First Solar Inc FSLR.O: Citigroup raises target price to $294 from $243
* Fluence Energy Inc FLNC.O: Citigroup cuts target price to $24 from $26
* Fluence Energy Inc FLNC.O: Citigroup raises to buy from neutral
* Fortinet Inc FTNT.O: Jefferies raises target price to $165 from $110
* FTAI Aviation Ltd FTAI.O: BTIG raises target price to $400 from $340
* Gartner IT.N: Jefferies cuts target price to $140 from $167
* GE Aerospace GE.N: Bernstein raises target price to $421 from $405
* GE Vernova GEV.N: Bernstein raises target price to $1298 from $1206
* GE Vernova GEV.N: JP Morgan raises target price to $1,330 from $1,302
* GE Vernova GEV.N: Morgan Stanley raises target price to $1350 from $1250
* GE Vernova GEV.N: Oppenheimer raises target price to $1338 from $1303
* GE Vernova GEV.N: RBC raises target price to $1,225 from $1,195
* GE Vernova GEV.N: TD Cowen raises target price to $1,235 from $1,220
* Gilead GILD.O: Leerink Partners cuts target price to $126 from $127
* Goosehead Insurance Inc GSHD.O: KBW cuts target price to $72 from $80
* Hims & Hers Health Inc HIMS.N: Citigroup raises target price to $35 from $28
* Host Hotels & Resorts, Inc. HST.O: Wells Fargo raises target price to $26 from $25
* Hut 8 Corp HUT.O: Morgan Stanley initiates coverage with overweight rating; PT $263
* IBM IBM.N: Barclays cuts target price to $262 from $288
* IBM IBM.N: BMO cuts target price to $230 from $270
* IBM IBM.N: Melius Research raises target price to $255 from $250
* IBM IBM.N: Morgan Stanley cuts target price to $190 from $293
* Interparfums Inc IPAR.O: Canaccord Genuity raises target price to $141 from $123
* Inventrust Properties Corp. IVT.N: Wells Fargo raises target price to $39 from $36
* IRhythm Holdings, Inc IRTC.O: Stephens initiates with overweight rating; target $160
* JP Morgan JPM.N: Deutsche Bank raises to buy from hold; raises PT to $375 from $345
* Keurig DR Pepper Inc KDP.O: JP Morgan raises target price to $38 from $33
* Kforce Inc KFRC.N: UBS raises target price to $59 from $47
* Kimco Realty Corp KIM.N: Wells Fargo raises target price to $26 from $25
* Kinder Morgan, Inc. KMI.N: Wells Fargo raises target price to $36 from $35
* Kite Realty Group Trust KRG.N: Wells Fargo raises target price to $32 from $29
* Knight-Swift Transportation Holdings KNX.N: BofA Global Research ups PT to $98 from $90
* Knight-Swift Transportation Holdings KNX.N: JP Morgan raises target to $84 from $77
* Kraft Heinz KHC.O: Jefferies raises target price to $24 from $21
* Las Vegas Sands LVS.N: Deutsche Bank cuts target price to $62 from $73
* Las Vegas Sands Corp LVS.N: Barclays cuts target price to $59 from $63
* Las Vegas Sands Corp LVS.N: Mizuho cuts target price to $61 from $67
* Las Vegas Sands Corp LVS.N: Stifel cuts target price to $60 from $74
* Laureate Education LAUR.O: Barrington Research initiates coverage with outperform rating; PT $45
* Liquidia Corporation LQDA.O: H.C. Wainwright raises target price to $130 from $75
* Live Nation Entertainment Inc LYV.N: BTIG initiates with buy rating; price target $215
* M&T Bank Corporation MTB.N: Deutsche Bank cuts to hold from buy
* Marathon Petroleum MPC.N: Piper Sandler assumes with overweight rating; PT $343
* McKesson Corp MCK.N: Citigroup raises target price to $1000 from $945
* Metropolitan Bank Holding Corp MCB.N: KBW cuts target price to $110 from $120
* Mobileye Global Shares Extend Decline; last Down 14.9% -: 
* Monopar Therapeutics Inc MNPR.O: Piper Sandler raises target price to $123 from $101
* Moody's Corp MCO.N: JP Morgan cuts target price to $570 from $600
* Moody's Corp MCO.N: UBS raises target price to $505 from $490
* Moody's Corporation MCO.N: Deutsche Bank raises target price to $594 from $587
* Moody's Corporation MCO.N: Wells Fargo raises target price to $597 from $590
* Neptune Insurance Holdings, Inc. NP.N: Wells Fargo raises target price to $37 from $35
* Neuropace Inc NPCE.O: Mizuho initiates coverage with outperform rating; target price $22
* Northern Trust NTRS.O: Barclays raises target price to $189 from $176
* Northern Trust Corp NTRS.O: Barclays raises target price to $189 from $176
* Northern Trust Corp NTRS.O: RBC cuts to sector perform from outperform
* Northern Trust Corporation NTRS.O: Wells Fargo raises target price to $194 from $189
* Northrop Grumman NOC.N: JP Morgan cuts target price to $600 from $635
* Norwegian Cruise Line NCLH.N: Truist Securities cuts to hold from buy
* Nuscale Power SMR.N: Barclays cuts target price to $11 from $15
* Oklo Inc. OKLO.N: Barclays cuts target price to $76 from $82
* Otis Worldwide Corp OTIS.N: Bernstein cuts target price to $90 from $97
* Palisade Bio Inc PALI.O: Oppenheimer initiates coverage with outperform rating; PT $8
* Pathward Financial Inc CASH.O: KBW cuts target price to $97 from $108
* Pebblebrook Hotel Trust PEB.N: Wells Fargo raises target price to $19 from $16
* Pegasystems Inc PEGA.O: Barclays cuts target price to $39 from $48
* Pegasystems Inc PEGA.O: Barclays cuts target price to $39 from $48
* Pegasystems Inc PEGA.O: JP Morgan cuts target price to $54 from $64
* Pegasystems Inc PEGA.O: Keybanc cuts to sector weight from overweight
* Pegasystems Inc PEGA.O: RBC cuts target price to $35 from $60
* Pegasystems Inc PEGA.O: Rosenblatt Securities cuts target price to $47 from $58
* Penske Automotive Group Inc PAG.N: Benchmark cuts to hold from buy
* Philip Morris PM.N: Morgan Stanley raises target to $215 from $200
* Philip Morris PM.N: Needham raises target price to $215 from $200
* Philip Morris PM.N: Stifel raises target price to $205 from $195
* Phillips 66 PSX.N: Piper Sandler assumes coverage with neutral rating; target $208
* Phillips Edison & Company, Inc. PECO.O: Wells Fargo raises target price to $47 from $42
* PNC Financial Services PNC.N: Deutsche Bank cuts to hold from buy
* Preferred Bank PFBC.O: Stephens raises target price to $110 from $100
* Pultegroup Inc PHM.N: Truist Securities cuts target price to $145 from $150
* Pultegroup Inc. PHM.N: Barclays raises target price to $124 from $123
* Range Resources Corporation RRC.N: Wells Fargo cuts target price to $45 from $46
* Raymond James Financial Inc RJF.N: BMO raises target price to $175 from $160
* Raymond James Financial Inc RJF.N: Citizens raises target price to $205 from $200
* Raymond James Financial Inc RJF.N: JP Morgan raises target price to $179 from $175
* Regency Centers Corporation REG.O: Wells Fargo raises target price to $90 from $88
* Reliance, Inc. RS.N: BofA Global Research raises price objective to $400 from $380
* Reliance, Inc. RS.N: Wells Fargo raises target price to $398 from $372
* Revolution Medicines Inc RVMD.O: Wedbush raises target price to $192.1 from $181
* Riot Platforms Inc RIOT.O: Morgan Stanley initiates with overweight rating; target $36
* RLJ Lodging Trust RLJ.N: Wells Fargo raises target price to $11 from $9
* Rollins Inc ROL.N: RBC cuts target price to $40 from $52
* Rollins Inc ROL.N: RBC cuts to sector perform from outperform
* Rollins Inc. ROL.N: BofA Global Research cuts price objective to $35 from $55
* Rollins Inc. ROL.N: BofA Global Research cuts to underperform from buy rating
* RPM International Inc RPM.N: BMO raises target price to $151 from $143
* RPM International Inc RPM.N: BofA Global Research ups price objective to $130 from $129
* RPM International Inc RPM.N: UBS raises target price to $142 from $130
* RPM International Inc RPM.N: Morgan Stanley cuts target price to $117 from $121
* Ryman Hospitality Properties, Inc. RHP.N: Wells Fargo raises target to $136 from $126
* Sandisk Corp SNDK.O: Susquehanna cuts target price to $3,050 from $3,250
* SEI Investments Co SEIC.O: Morgan Stanley raises target price to $125 from $115
* SEI Investments Co SEIC.O: Piper Sandler raises target price to $120 from $114
* ServiceNow Inc NOW.N: Baird raises target price to $125 from $118
* ServiceNow Inc NOW.N: Bernstein raises target price to $248 from $236
* ServiceNow Inc NOW.N: BMO raises target price to $118 from $115
* ServiceNow Inc NOW.N: Citigroup cuts target price to $154 from $156
* ServiceNow Inc NOW.N: Evercore ISI raises target price to $160 from $150
* ServiceNow Inc NOW.N: Jefferies raises target price to $140 from $135
* ServiceNow Inc NOW.N: JP Morgan raises target price to $150 from $145
* ServiceNow Inc NOW.N: UBS cuts target price to $110 from $115
* Southern Co SO.N: Keybanc cuts to underweight from sector weight
* Stifel Financial Corp SF.N: JP Morgan raises target price to $86 from $80
* Super Micro Computer Inc SMCI.O: Mizuho cuts target price to $34 from $44
* Teledyne Technologies Inc TDY.N: BNP Paribas raises target price to $760 from $750
* Teledyne Technologies Inc TDY.N: Needham raises target price to $750 from $735
* Teledyne Technologies Inc TDY.N: Stifel raises target price to $775 from $750
* Tenable Holdings Inc TENB.O: Jefferies raises target price to $35 from $27
* Tesla Inc TSLA.O: Canaccord Genuity cuts target price to $410 from $450
* Tesla Inc TSLA.O: JP Morgan cuts target price to $445 from $475
* Tesla Inc TSLA.O: Mizuho cuts target price to $450 from $480
* Tesla Inc TSLA.O: Morgan Stanley cuts target price to $400 from $417
* Tesla Inc TSLA.O: TD Cowen cuts target price to $460 from $490
* Tesla Inc TSLA.O: Truist Securities cuts target price to $370 from $430
* Tesla Inc TSLA.O: UBS cuts target price to $385 from $442
* Texas Instruments TXN.O: Morgan Stanley raises target price to $255 from $230
* Texas Instruments Inc TXN.O: Benchmark raises target price to $360 from $315
* Texas Instruments Inc TXN.O: Bernstein raises target price to $290 from $250
* Texas Instruments Inc TXN.O: Evercore ISI raises target price to $330 from $316
* Texas Instruments Inc TXN.O: JP Morgan raises target price to $340 from $280
* Texas Instruments Inc TXN.O: Mizuho raises target price to $305 from $300
* Texas Instruments Inc TXN.O: Morgan Stanley raises target price to $255 from $230
* Texas Instruments Inc TXN.O: TD Cowen cuts target price to $340 from $360
* Texas Instruments Inc TXN.O: Truist Securities raises target price to $300 from $278
* Texas Instruments Inc TXN.O: UBS raises target price to $380 from $350
* Texas Instruments Inc TXN.O: Wells Fargo raises target price to $310 from $300
* Travel + Leisure Co. TNL.N: Barclays raises target price to $77 from $74
* Travel + Leisure Co. TNL.N: Deutsche Bank raises target price to $94 from $87
* Travel + Leisure Co. TNL.N: Wells Fargo raises target price to $92 from $87
* Turning Point Brands Inc TPB.N: Alliance Global Partners cuts target to $115 from $130
* Union Pacific Corp UNP.N: BofA Global Research raises price objective to $334 from $301
* United Rentals URI.N: BofA Global Research ups price objective to $1,300 from $1,195
* United Rentals Inc URI.N: UBS raises target price to $1350 from $1300
* UTZ Brands Inc UTZ.N: Piper Sandler cuts to neutral from overweight
* UTZ Brands Inc UTZ.N: Piper Sandler raises target price to $14.25 from $10
* Valero Energy Corp VLO.N: Piper Sandler assumes with overweight rating; target $329
* Verisk Analytics Inc VRSK.O: Jefferies raises target price to $235 from $192
* Verisk Analytics Inc VRSK.O: Jefferies raises to buy from hold
* Vertiv Holdings Co VRT.N: Keybanc initiates coverage with overweight rating; PT $360
* Victory Capital Holdings Inc VCTR.O: RBC raises target price to $107 from $95
* Wabtec Corp WAB.N: Jefferies raises target price to $350 from $315
* Wabtec Corp WAB.N: JP Morgan raises target price to $315 from $300
* Wabtec Corp WAB.N: Stephens raises target price to $330 from $320
* Waste Connections WCN.N: BofA Global Research raises price objective to $190 from $183
* Wesbanco Inc WSBC.O: KBW cuts to market perform from outperform
* Westinghouse Air Brake Technologies WAB.N: Morgan Stanley ups PT to $355 from $318
* Westinghouse Air Brake Technologies WAB.N: Wells Fargo raises target to $315 from $284
* Whirlpool Corp WHR.N: Stifel cuts target price to $37 from $45
* Wingstop Inc WING.O: D.A. Davidson cuts target price to $200 from $230
* Xenia Hotels & Resorts, Inc. XHR.N: Wells Fargo raises target price to $22 from $18

 (Compiled by Bengaluru Newsroom)
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