US RESEARCH ROUNDUP-Danaher Corporation, Illumina, Reliance

Nucor

05/10/2026 08:55

Oct 5 (Reuters) - Wall Street securities analysts revised their ratings and price targets on several U.S.-listed companies, including Danaher Corporation, Illumina and Reliance, on Monday. 

HIGHLIGHTS
* Danaher Corporation DHR.N: RBC raises target price to $250 from $215
* EOG Resources, Inc. EOG.N: Jefferies raises target price to $185 from $175
* Illumina Inc ILMN.O: RBC raises target price to $310 from $230
* Reliance Inc RS.N: KeyBanc raises target price to $421 from $418
* Wintrust Financial Corporation WTFC.O: Piper Sandler raises target to $195 from $186
        
Following is a summary of research actions on U.S. companies reported by Reuters on Monday. Stock entries are in alphabetical order. 

* 5E Advanced Materials, Inc. FEAM.O: H.C. Wainwright raises target price to $6.75 from $3.5
* Advanced Micro Devices AMD.O: Stifel raises target price to $700 from $635
* Aecom ACM.N: Truist Securities cuts target price to $75 from $85
* Affiliated Managers Group, Inc. AMG.N: BofA Global Research raises price objective to $504 from $488
* AGCO Corporation AGCO.N: Truist Securities raises target price to $146 from $135
* Align Technology, Inc. ALGN.O: Evercore ISI  cuts target price to $155 from $220
* Align Technology, Inc. ALGN.O: Evercore ISI cuts to in line from outperform
* Alliancebernstein Holding LP AB.N: BofA Global Research cuts price objective to $35 from $43
* Allstate Corp ALL.N: Citigroup cuts target price to $215 from $240
* Alpha and Omega Semiconductor Limited AOSL.O: Stifel cuts target price to $34 from $38
* Ambiq Micro, Inc. AMBQ.N: Stifel raises target price to $85 from $75
* American Express AXP.N: Barclays cuts target price to $342 from $364
* Amrize AG AMRZ.N: Truist Securities cuts target price to $35 from $48
* Amrize Ltd AMRZ.N: Wells Fargo cuts target price to $40 from $44
* Antero Resources Corporation AR.N: Truist Securities cuts target price to $46 from $52
* Apollo APO.N: BofA Global Research cuts price objective to $161 from $163
* Arcbest Corp ARCB.O: JP Morgan cuts target price to $158 from $171
* Ares Management Corporation ARES.N: BofA Global Research cuts price objective to $156 from $160
* Associated Banc-Corp ASB.N: Barclays raises target price to $35 from $34
* Atlantic Union Bankshares Corporation AUB.N: TD Cowen cuts target price to $44 from $48
* Atlas Energy Solutions Inc. AESI.N: Stephens cuts target price to $20 from $22
* Automatic Data Processing Inc ADP.O: TD Cowen cuts target price to $265 from $283
* Banc of California, Inc. BANC.N: Barclays raises target price to $23 from $22
* Bank of New York Mellon Corp BNY.N: Citigroup cuts target price to $160 from $172
* Bank Ozk OZK.O: TD Cowen cuts target price to $50 from $52
* BlackRock BLK.N: BofA Global Research cuts price objective to $1287 from $1320
* Blackstone BX.N: BofA Global Research cuts price objective to $122 from $138
* Boston Scientific Corp BSX.N: Bernstein cuts target price to $54 from $60
* BP BP.N: Mizuho raises target price to $56 from $53
* Bright Horizons Family Solutions Inc. BFAM.N: BMO cuts target price to $83 from $93
* Brookfield Asset Management Ltd BAM.N: BofA Global Research cuts price objective to $60 from $61
* BXP, Inc. BXP.N: JP Morgan cuts target price to $81 from $87
* C.H. Robinson Worldwide, Inc. CHRW.O: JP Morgan cuts target price to $198 from $225
* Capital One Financial COF.N: Barclays cuts target price to $237 from $240
* Caretrust Reit, Inc. CTRE.N: BMO cuts target price to $45 from $47
* Caretrust Reit, Inc. CTRE.N: Raymond James cuts target price to $42 from $45
* Carlyle Group Inc CG.O: BofA Global Research cuts price objective to $41 from $49
* Carlyle Group Inc CG.O: RBC cuts target price to $48 from $58
* Caterpillar Inc CAT.N: Truist Securities cuts target price to $1100 from $1225
* CBOE Global Markets, Inc. CBOE.Z: TD Cowen raises target price to $334 from $315
* CBOE Global Markets, Inc. CBOE.Z: TD Cowen raises to buy from hold
* Celanese Corp CE.N: BMO raises target price to $56 from $54
* Chord Energy Corporation CHRD.O: Mizuho raises target price to $179 from $175
* Church & Dwight Co., Inc. CHD.N: Wells Fargo cuts target price to $105 from $110
* CME Group Inc. CME.O: TD Cowen raises target price to $300 from $292
* Colgate-Palmolive Company CL.N: Wells Fargo cuts target price to $90 from $95
* Columbia Banking System Inc COLB.O: TD Cowen cuts target price to $32 from $34
* Columbia Banking System, Inc. COLB.O: Barclays raises target price to $32 from $30
* Commerce Bancshares, Inc. CBSH.O: Piper Sandler cuts target price to $63 from $66
* Commerce Bancshares, Inc. CBSH.O: TD Cowen cuts target price to $60 from $63
* Commvault Systems, Inc. CVLT.O: Scotiabank raises target price to $160 from $130
* Constellation Brands, Inc. STZ.N: Wells Fargo cuts target price to $140 from $170
* Corteva CTVA.N: BofA Global Research cuts price objective to $18 from $96
* Coursera, Inc. COUR.N: BMO cuts target price to $6 from $8
* Covenant Logistics Group Inc CVLG.N: TD Cowen cuts target price to $42 from $43
* Covista Inc. CVSA.N: BMO cuts target price to $145 from $148
* CSX Corporation CSX.O: JP Morgan cuts target price to $57 from $58
* Cullen/Frost Bankers, Inc. CFR.N: Barclays raises target price to $175 from $160
* Cullen/Frost Bankers, Inc. CFR.N: TD Cowen cuts target price to $178 from $185
* Customers Bancorp, Inc. CUBI.N: TD Cowen cuts target price to $91 from $94
* Danaher Corporation DHR.N: RBC raises target price to $250 from $215
* Disney DIS.N: Raymond James cuts target price to $119 from $120
* Domino's Pizza, Inc. DPZ.O: RBC cuts target price to $325 from $350
* Doordash, Inc. DASH.O: Wells Fargo raises target price to $230 from $225
* Draftkings Inc. DKNG.O: BofA Global Research raises to buy from neutral
* DTE Energy Company DTE.N: BMO raises target price to $134 from $132
* Eagle Materials Inc. EXP.N: Wells Fargo cuts target price to $188 from $196
* Eastern Bankshares Inc EBC.O: TD Cowen cuts target price to $25 from $26
* Eastern Bankshares, Inc. EBC.O: Barclays raises target price to $23 from $22
* Edgewell Personal Care Company EPC.N: Wells Fargo cuts target price to $30 from $32
* Enterprise Products Partners L.P EPD.N: Jefferies cuts target price to $38 from $40
* EOG Resources, Inc. EOG.N: Jefferies raises target price to $185 from $175
* Exelixis Inc EXEL.O: Leerink Partners assumes coverage with market perform rating
* Exelixis Inc EXEL.O: Leerink Partners assumes coverage with target price $55
* Expand Energy Corporation EXE.O: Bernstein cuts target price to $127 from $160
* Expand Energy Corporation EXE.O: Raymond James cuts target price to $141 from $147
* Expeditors International of Washington Inc EXPD.N: JP Morgan ups PT to $214 from $200
* fair Isaac Corporation FICO.N: Wells Fargo cuts target price to $800 from $950
* Federal Realty Investment Trust FRT.N: BMO cuts target price to $135 from $140
* Federal Realty Investment Trust FRT.N: Wells Fargo cuts target price to $126 from $134
* Fedex FDX.N: JP Morgan cuts target price to $399 from $400
* Fedex Freight Holding Company Inc FDXF.N: JP Morgan cuts target price to $149 from $160
* Fidelity National Financial FNF.N: Barclays cuts target price to $47 from $54
* First American Financial FAF.N: Barclays cuts target price to $79 from $83
* First Hawaiian, Inc. FHB.O: TD Cowen cuts target price to $28 from $31
* First Horizon Corporation FHN.N: TD Cowen cuts target price to $26 from $27
* First Interstate Bancsystem, Inc. FIBK.O: Barclays raises target price to $38 from $37
* First Merchants Corporation FRME.O: Piper Sandler cuts target price to $46 from $51
* Flagstar Bank Na FLG.N: TD Cowen cuts target price to $16 from $17
* Flagstar Bank, N.A. FLG.N: Barclays cuts target price to $15 from $17
* Forbright Inc. FRBT.O: Barclays raises target price to $24 from $23
* Freeport-Mcmoran Inc FCX.N: Citigroup raises target price to $84 from $66
* Freshpet, Inc. FRPT.O: Wells Fargo cuts target price to $77 from $82
* Globalfoundries Inc. GFS.O: Exane BNP Paribas cuts target price to $51 from $80
* Grand Canyon Education Inc LOPE.O: BMO cuts target price to $182 from $185
* Graphic Packaging Holding Company GPK.N: Citigroup cuts target price to $9 from $13
* Hancock Whitney Corporation HWC.O: Barclays raises target price to $85 from $82
* Harley-Davidson, Inc. HOG.N: Citigroup raises target price to $33 from $31
* Harley-Davidson, Inc. HOG.N: Citigroup raises to buy from neutral
* Helen of Troy Ltd HELE.O: Canaccord Genuity raises target price to $26 from $25
* HF Sinclair Corporation DINO.N: UBS raises target price to $133 from $126
* Hub Group, Inc. HUBG.O: JP Morgan cuts target price to $46 from $50
* Hubspot, Inc. HUBS.N: Raymond James cuts to market perform from outperform
* Illumina Inc ILMN.O: RBC raises target price to $310 from $230
* Incyte INCY.O: Stifel raises target price to $157 from $145
* Integra Lifesciences Holdings Corporation IART.O: BMO cuts target price to $15 from $18
* Intercontinental Exchange, Inc. ICE.N: TD Cowen cuts target price to $166 from $177
* Intercontinental Exchange, Inc. ICE.N: TD Cowen cuts to hold from buy
* International Paper Co IP.N: Citigroup cuts target price to $47 from $48
* Invesco Ltd IVZ.N: BofA Global Research cuts price objective to $37 from $38
* IRhythm Holdings, Inc IRTC.O: Needham raises target price to $194 from $192
* J.B. Hunt Transport Services, Inc. JBHT.O: JP Morgan cuts target to $287 from $313
* J.B. Hunt Transport Services, Inc. JBHT.O: TD Cowen cuts target price to $283 from $297
* KB Home KBH.N: KBW cuts target price to $54 from $65
* Kimberly-Clark Corporation KMB.O: Wells Fargo cuts target price to $100 from $105
* Kindercare Learning Companies Inc KLC.N: BMO cuts target price to $4 from $5
* KKR KKR.N: BofA Global Research cuts price objective to $138 from $143
* Knife River Corporation KNF.N: Wells Fargo cuts target price to $54 from $62
* Knight-Swift Transportation Holdings Inc. KNX.N: JP Morgan cuts target to $68 from $84
* Kodiak Gas Services, Inc. KGS.N: Barclays cuts target price to $67 from $72
* Kymera Therapeutics, Inc. KYMR.O: Citigroup raises target price to $150 from $135
* Lam Research Corp LRCX.O: Morgan Stanley raises target price to $385.00 from $367.00
* Lamb Weston Holdings, Inc. LW.N: Wells Fargo cuts target price to $54 from $57
* Landstar System, Inc. LSTR.O: JP Morgan cuts target price to $181 from $204
* Lennox International Inc. LII.N: Jefferies cuts target price to $390 from $450
* Live Oak Bancshares, Inc. LOB.N: TD Cowen cuts target price to $44 from $49
* Lumentum Holdings Inc. LITE.O: Stifel raises target price to $1232 from $1100
* Lumexa Imaging Holdings, Inc. LMRI.O: Truist Securities initiates with buy rating
* Lumexa Imaging Holdings, Inc. LMRI.O: Truist Securities initiates with target $18
* LXP Industrial Trust LXP.N: BMO cuts target price to $61.2 from $65
* Lyft, Inc. LYFT.O: Wells Fargo cuts target price to $17 from $19
* Maplebear, Inc. CART.O: Wells Fargo raises target price to $56 from $54
* Maravai Lifesciences Holdings Inc MRVI.O: TD Cowen initiates coverage with buy rating
* Maravai Lifesciences Holdings Inc MRVI.O: TD Cowen initiates coverage with target price $9
* Marinemax Inc HZO.N: Citigroup cuts to neutral from buy; raises target to $53 from $41
* Martin Marietta Materials, Inc. MLM.N: Wells Fargo cuts target price to $579 from $585
* Marvell Technology, Inc. MRVL.O: HSBC raises target price to $450 from $325
* Mastec Inc MTZ.N: TD Cowen cuts target price to $320 from $420
* McCormick & Co. MKC.N: Barclays cuts target price to $47 from $55
* McDonald's Corporation MCD.N: Wells Fargo cuts target price to $270 from $300
* Merchants Bancorp MBIN.O: Piper Sandler cuts target price to $63 from $64
* Merck & Co Inc MRK.N: JP Morgan raises target price to $165 from $150
* Metlife, Inc. MET.N: TD Cowen raises target price to $110 from $105
* MGIC Investment MTG.N: Barclays raises target price to $29 from $28
* MGP Ingredients, Inc. MGPI.O: Wells Fargo cuts target price to $17 from $22
* Microsoft MSFT.O: Melius Research raises to buy rating; raises target to $665 from $465
* Microsoft MSFT.O: Scotiabank raises target price to $615 from $510
* Molson Coors Beverage Company TAP.N: Wells Fargo cuts target price to $38 from $41
* Mondelez International, Inc. MDLZ.O: Wells Fargo cuts target price to $65 from $70
* Monster Beverage Corporation MNST.O: Wells Fargo cuts target price to $48 from $53
* Mosaic Co MOS.N: RBC cuts to sector perform from outperform; cuts PT to $25 from $27
* National Healthcare Properties, Inc. NHP.O: BMO raises target price to $19 from $18
* Navient Corp. NAVI.O: Barclays cuts target price to $7 from $8
* Netgear, Inc. NTGR.O: Stifel cuts target price to $30 from $36
* Nike, Inc. NKE.N: Barclays cuts target price to $37 from $48
* Norfolk Southern Corp NSC.N: JP Morgan cuts target price to $318 from $338
* Northern Trust Corporation NTRS.O: Citigroup raises target price to $186 from $182
* Norwegian Cruise Line NCLH.N: Citigroup cuts target price to $19 from $22
* Nucor Corporation NUE.N: KeyBanc cuts target price to $286 from $288
* Old Dominion Freight Line, Inc. ODFL.O: JP Morgan cuts target price to $232 from $250
* Old National Bancorp ONB.O: TD Cowen cuts target price to $30 from $31
* Onsemi ON.O: Stifel raises target price to $80 from $75
* Oric Pharmaceuticals, Inc. ORIC.O: Leerink Partners initiates with outperform rating
* Oric Pharmaceuticals, Inc. ORIC.O: Leerink Partners initiates with target price $26
* Packaging Corp of America PKG.N: Citigroup cuts target price to $253 from $254
* Pepsico, Inc. PEP.O: Wells Fargo cuts target price to $135 from $140
* Pershing Square Inc PS.N: BofA Global Research raises price objective to $54 from $53
* Phillips Edison & Company, Inc. PECO.O: BMO cuts target price to $42 from $46
* Phillips Edison & Company, Inc. PECO.O: Wells Fargo cuts target price to $41 from $43
* Phoenix Education Partners, Inc. PXED.N: BMO cuts target price to $33 from $36
* Pinnacle Financial Partners, Inc. PNFP.N: TD Cowen cuts target price to $115 from $119
* Pinnacle West Capital Corporation PNW.N: Jefferies cuts target price to $109 from $129
* Planet Fitness Inc PLNT.N: RBC cuts target price to $60 from $65
* Popular, Inc. BPOP.O: Barclays raises target price to $205 from $200
* Post Holdings, Inc. POST.N: Wells Fargo cuts target price to $79 from $86
* Power Integrations, Inc. POWI.O: Stifel cuts target price to $72 from $80
* Prosperity Bancshares, Inc. PB.N: Barclays raises target price to $70 from $68
* Prosperity Bancshares, Inc. PB.N: TD Cowen cuts target price to $78 from $84
* PTC Inc. PTC.O: Baird cuts to neutral rating
* PTC Inc. PTC.O: KeyBanc cuts to sector weight from overweight
* PTC Inc. PTC.O: RBC cuts to sector perform from outperform
* PTC Inc. PTC.O: RBC raises target price to $205 from $195
* Radian Group RDN.N: Barclays raises target price to $36 from $35
* Range Resources Corporation RRC.N: Jefferies cuts target price to $40 from $43
* Raymond James Financial, Inc. RJF.N: JP Morgan raises target price to $185 from $179
* Regenxbio Inc. RGNX.O: Mizuho initiates coverage with outperform rating; PT $22.00
* Reliance Inc RS.N: KeyBanc raises target price to $421 from $418
* Renasant Corp RNST.N: TD Cowen cuts target price to $46 from $49
* Revolution Medicines, Inc. RVMD.O: Leerink Partners resumes with outperform rating
* Revolution Medicines, Inc. RVMD.O: Leerink Partners resumes with price target $288
* Rocket Companies RKT.N: Barclays cuts target price to $15 from $17
* RPM International Inc. RPM.N: Wells Fargo cuts target price to $130 from $135
* Ryder System, Inc. R.N: JP Morgan raises target price to $298 from $296
* Ryder System, Inc. R.N: JP Morgan raises to overweight from neutral
* Sable Offshore Corp. SOC.N: William Blair initiates coverage with outperform rating
* Saia Inc SAIA.O: JP Morgan cuts target price to $463 from $490
* Sailpoint, Inc. SAIL.O: Scotiabank raises target price to $24 from $22
* Samsara Inc. IOT.N: Jefferies initiates coverage with buy rating; target price $50
* Schneider National, Inc. SNDR.N: JP Morgan cuts target price to $30 from $35
* Semtech Corporation SMTC.O: Stifel raises target price to $220 from $188
* Shift4 Payments, Inc. FOUR.N: Susquehanna cuts target price to $63 from $78
* Si-Bone, Inc. SIBN.O: Jefferies raises target price to $25 from $23
* Silgan Holdings Inc. SLGN.N: Citigroup cuts target price to $49 from $54
* Smartstop Self Storage REIT Inc SMA.N: BMO cuts target price to $37 from $38
* Sonoco Products Company SON.N: Citigroup cuts target price to $63 from $65
* Southstate Bank Corp SSB.N: TD Cowen cuts target price to $116 from $120
* Southstate Bank Corporation SSB.N: Barclays raises target price to $120 from $118
* Southwest Gas Holdings, Inc. SWX.N: Jefferies cuts target price to $106 from $107
* Spectrum Brands Holdings, Inc. SPB.N: Wells Fargo cuts target price to $85 from $90
* SSR Mining Inc. SSRM.O: CIBC raises target price to $50 from $48
* Stagwell Inc. STGW.O: Goldman Sachs assumes coverage with buy vs neutral rating
* State Street Corporation STT.N: Citigroup raises target price to $212 from $210
* Strategic Education, Inc. STRA.O: BMO cuts target price to $95 from $100
* Stride Inc LRN.N: BMO cuts target price to $90 from $93
* T. Rowe price Group TROW.O: BofA Global Research cuts price objective to $90 from $94
* Tesla Inc TSLA.O: HSBC raises target price to $157 from $125
* Texas Capital Bancshares, Inc. TCBI.O: TD Cowen cuts target price to $100 from $106
* Texas Roadhouse Inc TXRH.O: Evercore ISI cuts target price to $200 from $220
* Texas Roadhouse Inc TXRH.O: Evercore ISI raises to outperform from in line
* Texas Roadhouse Inc TXRH.O: RBC cuts target price to $220 from $235
* TFI International Inc. TFII.N: CIBC cuts target price to $158 from $175
* the Clorox Company CLX.N: Wells Fargo cuts target price to $85 from $90
* the Coca-Cola Company KO.N: Wells Fargo cuts target price to $90 from $95
* the Estée Lauder Companies EL.N: Barclays raises target price to $108 from $97
* the Estée Lauder Companies EL.N: Barclays raises to overweight from equal-weight
* the Estee Lauder Companies Inc. EL.N: Wells Fargo cuts target price to $95 from $104
* the Hershey Company HSY.N: Wells Fargo cuts target price to $170 from $190
* the Kraft Heinz Company KHC.N: Wells Fargo cuts target price to $23 from $25
* the Progressive Corporation PGR.N: JP Morgan raises target price to $250 from $241
* the Scotts Miracle-Gro Company SMG.N: Wells Fargo cuts target price to $60 from $77
* the Vita Coco Company, Inc. COCO.O: Wells Fargo cuts target price to $65 from $85
* TPG Inc TPG.O: BofA Global Research cuts price objective to $58 from $60
* Tronox Holdings Plc TROX.N: BMO cuts target price to $7 from $11
* Uber Technologies, Inc. UBER.N: Wells Fargo raises target price to $92 from $89
* UDR, Inc. UDR.N: BMO cuts target price to $38 from $42
* UMB Financial Corporation UMBF.O: TD Cowen cuts target price to $152 from $166
* Union Pacific Corporation UNP.N: JP Morgan cuts target price to $322 from $334
* Uranium Energy Corp. UEC.A: National Bank of Canada cuts target price to $15 from $16
* Vertiv Holdings Co VRT.N: BMO initiates coverage with outperform rating; PT $329
* Victory Capital Holdings, Inc. VCTR.O: BofA Global Research raises price objective to $146 from $123
* Virtu Financial Inc VIRT.N: JP Morgan raises target price to $84 from $61
* Virtu Financial Inc VIRT.N: JP Morgan raises to overweight from neutral
* Vistra Corp. VST.N: BMO cuts target price to $210 from $231
* Vistra Corp. VST.N: Jefferies cuts target price to $170 from $189
* Vulcan Materials Co VMC.N: Wells Fargo cuts target price to $249 from $254
* Vylor Inc. VYLR.N: Mizuho initiates coverage with outperform rating; target price
* Vylor Inc. VYLR.N: Morgan Stanley initiates coverage with overweight rating; PT $85
* Watsco, Inc. WSO.N: Jefferies cuts target price to $335 from $365
* Wells Fargo & Co. WFC.N: Morgan Stanley raises to overweight from equal-weight
* Wells Fargo WFC.N: Morgan Stanley raises to overweight from equal-weight
* Werner Enterprises, Inc. WERN.O: JP Morgan cuts target price to $33 from $39
* Western Alliance Bancorporation WAL.N: Barclays raises target price to $93 from $88
* Western Alliance Bancorporation WAL.N: TD Cowen cuts target price to $85 from $90
* Westlake Corp WLK.N: BMO cuts target price to $81 from $82
* Wintrust Financial Corporation WTFC.O: Barclays cuts target price to $190 from $192
* Wintrust Financial Corporation WTFC.O: Piper Sandler raises target to $195 from $186
* Wintrust Financial Corporation WTFC.O: TD Cowen cuts target price to $173 from $183
* Wsfs Financial Corporation WSFS.O: TD Cowen cuts target price to $89 from $92
* XPO, Inc. XPO.N: JP Morgan cuts target price to $205 from $214
* Zentalis Pharmaceuticals, Inc. ZNTL.O: Leerink Partners assumes with outperform vs market perform rating
* Zentalis Pharmaceuticals, Inc. ZNTL.O: Leerink Partners assumes with PT $8 vs $4
* Zeta Global Holdings Corp. ZETA.N: RBC raises target price to $40 from $31
* Zions Bancorporation, National Association ZION.O: TD Cowen cuts target to $69 from $73
* Zscaler, Inc. ZS.O: Scotiabank raises target price to $240 from $200

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