U.S. RESEARCH ROUNDUP-Palomar Holdings, Replimune Group, Snowflake

Okta

01/06/2026 08:39

June 1 (Reuters) - Wall Street securities analysts revised their ratings and price targets on several U.S.-listed companies, including Palomar Holdings, Replimune Group and Snowflake, on Monday. 

HIGHLIGHTS
* Advanced Micro Devices AMD.O: Barclays raises target price to $665 from $500
* Federal Realty Investment Trust FRT.N: Mizuho raises to outperform from neutral
* Palomar Holdings Inc PLMR.O: KBW raises target price to $162 from $159
* Replimune Group Inc REPL.O: JP Morgan raises to neutral from underweight
* Snowflake Inc SNOW.N: Stephens raises target price to $296 from $244
        
Following is a summary of research actions on U.S. companies reported by Reuters on Monday. Stock entries are in alphabetical order. 

* Advanced Micro Devices AMD.O: Barclays raises target price to $665 from $500
* Advanced Micro Devices AMD.O: Mizuho raises target price to $615 from $515
* Agree Realty Corp ADC.N: Jefferies assumes coverage with buy rating; PT $84 vs $92
* Alphabet Inc GOOGL.O: Piper Sandler raises target price to $445 from $425
* American Eagle Outfitters Inc AEO.N: Citigroup cuts target price to $18 from $24
* American Eagle Outfitters Inc AEO.N: Jefferies cuts target price to $16 from $17
* Americold Realty Trust Inc. COLD.N: Wells Fargo raises target price to $15 from $14
* Apple Hospitality REIT APLE.N: Barclays raises target price to $16 from $13
* Apple Hospitality Reit Inc APLE.N: Wells Fargo raises target price to $15 from $12
* Arxis Inc ARXS.O: Wells Fargo raises target price to $52 from $42
* AST Spacemobile ASTS.O: Deutsche Bank cuts target price to $106 from $117
* AST Spacemobile ASTS.O: Deutsche Bank cuts to hold from buy
* Autodesk Inc ADSK.O: Citigroup raises target price to $252 from $246
* Bentley Systems Inc. BSY.O: Barclays cuts target price to $40 from $49
* Blacksky Technology Inc BKSY.N: Jefferies cuts to hold from buy
* Broadcom Inc AVGO.O: HSBC raises target price to $600 from $450
* Brown-Forman Corporation BFB.N: BofA Global Research ups price objective to $26.50 from $25.00
* Buckle Inc BKE.N: UBS cuts target price to $47 from $52
* BXP Inc BXP.N: Wells Fargo raises target price to $77 from $69
* Caesars Entertainment CZR.O: Deutsche Bank cuts target price to $31 from $35
* Caesars Entertainment CZR.O: Deutsche Bank cuts to hold from buy
* Caesars Entertainment Inc CZR.O: Raymond James cuts to market perform from strong buy
* Camden Property Trust CPT.N: Wells Fargo raises target price to $107 from $106
* Campbell'S Co CPB.O: Stephens cuts target price to $21 from $28
* Campbell'S Co CPB.O: Stephens cuts to equal-weight from overweight
* Cardiff Oncology Inc CRDF.O: H.C. Wainwright cuts to neutral from buy
* Cardiff Oncology Inc CRDF.O: TD Cowen cuts to hold from buy
* Caretrust REIT Inc. CTRE.N: Wells Fargo raises target price to $47 from $42
* Centene Corp CNC.N: Truist Securities raises target price to $71 from $58
* Centerspace CSR.N: Wells Fargo raises target price to $70 from $69
* Ch Robinson Worldwide Inc CHRW.O: UBS raises target price to $230 from $224
* Children'S Place Inc PLCE.O: UBS raises target price to $4 from $3.50
* Cognizant CTSH.O: Truist Securities initiates coverage with hold rating; PT $66
* Coinbase Global Inc COIN.O: B. Riley cuts target price to $203 from $243
* Cooper Companies Inc COO.O: Piper Sandler cuts target price to $86 from $94
* Copt Defense Properties CDP.N: Wells Fargo raises target price to $36 from $35
* Cousins Properties Inc CUZ.N: Wells Fargo raises target price to $34 from $28
* Cummins CMI.N: Argus Research raises target price to $770 from $696
* CVS Health Corp CVS.N: Piper Sandler raises target price to $113 from $99
* CVS Health Corp CVS.N: Truist Securities raises target price to $108 from $102
* Dell Technologies Inc DELL.N: Bernstein raises target price to $500 from $280
* Dell Technologies Inc DELL.N: Mizuho raises target price to $500 from $435
* Dell Technologies Inc. DELL.N: Barclays raises target price to $550 from $168
* Dell Technologies Inc. DELL.N: Morgan Stanley raises target price to $448.00 from $170.00
* Dell Technologies Inc. DELL.N: Morgan Stanley raises to equal-weight from underweight
* Delta Airlines, Inc. DAL.N: Morgan Stanley raises target price to $105.00 from $90.00
* Designer Brands Inc DBI.N: UBS raises target price to $8 from $6
* Diamondrock Hospitality Co. DRH.O: Barclays raises target price to $12 from $10
* Diamondrock Hospitality Company DRH.O: Wells Fargo raises target price to $12 from $11
* Dollar Tree Inc DLTR.O: Piper Sandler raises target price to $114 from $101
* Douglas Emmett, Inc. DEI.N: Wells Fargo raises target price to $14 from $13
* Eastgroup Properties, Inc. EGP.N: Wells Fargo raises target price to $221 from $213
* Elevance Health ELV.N: Truist Securities raises target price to $450 from $375
* Empire State Realty Trust, Inc. ESRT.N: Wells Fargo cuts target price to $6 from $6.3
* EPR Properties EPR.N: Wells Fargo raises target price to $60 from $54
* Equity Lifestyle Properties, Inc. ELS.N: Wells Fargo cuts target to $69 from $70
* Essential Properties Realty Trust, Inc. EPRT.N: Wells Fargo raises PT to $36 from $35
* Essex Property Trust, Inc. ESS.N: Wells Fargo raises target price to $280 from $262
* Extra Space Storage Inc. EXR.N: Wells Fargo raises target price to $154 from $148
* F5, Inc. FFIV.O: Barclays raises target price to $386 from $292
* Federal Realty Investment Trust FRT.N: Mizuho raises target price to $130 from $121
* Federal Realty Investment Trust FRT.N: Mizuho raises to outperform from neutral
* First Industrial Realty Trust, Inc. FR.N: Wells Fargo cuts target price to $61 from $63
* Ford F.N: Citigroup raises target price to $19 from $13
* Four Corners Property Trust, Inc. FCPT.N: Wells Fargo raises target to $26 from $25
* Frontview Reit, Inc. FVR.N: Wells Fargo raises target price to $19 from $18
* Genesco Inc GCO.N: Truist Securities raises target price to $40 from $32
* GM GM.N: Citigroup raises target price to $131 from $108
* Hawkeye 360 Inc HAWK.N: BofA Global Research initiates with neutral rating
* Hawkeye 360 Inc HAWK.N: BofA Global Research initiates with price objective $34
* Hawkeye 360 Inc HAWK.N: Jefferies initiates coverage with hold rating; price target $34
* Hawkeye 360 Inc HAWK.N: Morgan Stanley initiates coverage with overweight rating
* Hawkeye 360 Inc HAWK.N: Morgan Stanley initiates coverage with target price $41
* Hawkeye 360 Inc HAWK.N: Raymond James initiates coverage with strong buy rating; PT $40
* Hawkeye 360 Inc HAWK.N: William Blair initiates coverage with outperform rating
* Healthcare Realty Trust Incorporated HR.N: Wells Fargo raises target to $21 from $19
* Healthequity HQY.O: Deutsche Bank raises target price to $135 from $128
* Healthpeak Properties, Inc. DOC.N: Wells Fargo raises target price to $20 from $18
* Heico Corp HEI.N: Citigroup raises target price to $403 from $323
* Heico Corp HEI.N: UBS raises target price to $390 from $371
* Heico Corp HEI.N: Wells Fargo raises target price to $350 from $290
* Highwoods Properties, Inc. HIW.N: Wells Fargo raises target price to $26 from $24
* Host Hotels & Resorts, Inc. HST.O: Wells Fargo raises target price to $25 from $23
* Hudson Pacific Properties, Inc. HPP.N: Wells Fargo raises target price to $14 from $13.5
* Humana HUM.N: Truist Securities raises target price to $320 from $270
* Hut 8 Corp HUT.O: KBW raises target price to $138 from $89
* Hyatt Hotels Corp H.N: Raymond James raises target price to $220 from $205
* IBM IBM.N: Barclays initiates coverage with overweight rating; target price $350
* IBM IBM.N: Melius Research raises target price to $390
* IBM Corp. IBM.N:   Barclays initiates coverage with overweight rating and PT $350
* Illumina Inc ILMN.O: Guggenheim raises target price to $180 from $170
* Independence Realty Trust, Inc. IRT.N: Wells Fargo raises target price to $19 from $18
* Intel INTC.O: Mizuho raises target price to $128 from $124
* Intel Corp. INTC.O: Barclays raises target price to $100 from $65
* Intel Corporation INTC.O: Wells Fargo raises target price to $110 from $85
* Interparfums Inc IPAR.O: TD Cowen initiates coverage with buy rating; price target $110
* Invitation Homes, Inc. INVH.N: Wells Fargo raises target price to $31 from $28
* IRhythm Technologies Inc IRTC.O: Canaccord Genuity cuts target price to $152 from $180
* Jade Biosciences Inc JBIO.O: Guggenheim raises target price to $47 from $32
* Jade Biosciences, Inc. JBIO.O: H.C. Wainwright raises target price to $55 from $45
* Janus Living, Inc. JAN.N: Wells Fargo raises target price to $31 from $27
* Kilroy Realty Corporation KRC.N: Wells Fargo raises target price to $33 from $31
* Knight-Swift Transportation Holdings Inc KNX.N: UBS raises target price to $94 from $79
* Kohls KSS.N: Citigroup raises to buy from neutral; raises target price to $22 from $14
* Lam Research Corporation LRCX.O: Wells Fargo raises target price to $365 from $320
* Lineage, Inc. LINE.O: Wells Fargo cuts target price to $36 from $39
* LTC Properties, Inc. LTC.N: Wells Fargo raises target price to $40 from $39
* Manhattan Associates Inc. MANH.O: Barclays cuts target price to $201 from $239
* Medline Inc. MDLN.O: Barclays cuts target price to $45 from $50
* Micron Technology Inc MU.O: Raymond James raises target price to $1,100 from $530
* Microsoft Corporation MSFT.O: Wells Fargo raises target price to $650 from $625
* MP Materials Corp MP.N: Needham initiates coverage with buy rating; price target $81
* National Health Investors, Inc. NHI.N: Wells Fargo cuts target price to $79 from $84
* NetApp Inc NTAP.O: Argus Research raises target price to $200 from $130
* Netapp Inc NTAP.O: Barclays raises target price to $199 from $120
* Netstreit Corp NTST.N: Jefferies assumes coverage with buy rating; price target $23
* Netstreit Corp. NTST.N: Wells Fargo raises target price to $23 from $22
* Newmont NEM.N: CIBC cuts target price to $175 from $176
* NNN REIT Inc NNN.N: Jefferies assumes coverage with hold rating; PT $47 vs $46
* NNN REIT Inc NNN.N: Wells Fargo raises target price to $45 from $44
* Okta Inc OKTA.O: Barclays raises target price to $120 from $93
* Okta Inc OKTA.O: Stephens raises target price to $125 from $95
* Omega Healthcare Investors, Inc. OHI.N: Wells Fargo raises target to $49 from $47
* Palomar Holdings Inc PLMR.O: KBW raises target price to $162 from $159
* Park Hotels & Resorts, Inc. PK.N: Wells Fargo raises target price to $12 from $10
* Pebblebrook Hotel Trust PEB.N: Barclays raises target price to $13 from $9
* Pebblebrook Hotel Trust PEB.N: Wells Fargo raises target price to $16 from $12
* Plexus Corp PLXS.O: Needham raises target price to $310 from $285
* Prologis, Inc. PLD.N: Wells Fargo raises target price to $167 from $155
* Rare Earths Americas Inc REA.A: B. Riley initiates coverage with buy rating; PT $28
* Rare Earths Americas Inc REA.A: Canaccord Genuity initiates coverage with buy rating
* Rare Earths Americas Inc REA.A: Canaccord Genuity initiates coverage with target $25
* Rare Earths Americas Inc REA.A: Stifel initiates coverage with buy rating; PT $30
* Realloys Inc ALOY.O: Needham initiates coverage with buy rating; price target $19
* Realty Income Corp O.N: Jefferies assumes coverage with buy rating; PT $69 vs $75
* Redwire Corp RDW.N: Jefferies cuts to hold from buy; raises target to $24 from $13
* Rein Therapeutics Inc. RNTX.O: H.C. Wainwright cuts target price to $8 from $10
* Replimune Group Inc REPL.O: JP Morgan raises to neutral from underweight
* Revolution Medicines, Inc. RVMD.O: H.C. Wainwright raises target to $195 from $169
* Revolution Medicines, Inc. RVMD.O: Oppenheimer raises target price to $195 from $165
* Rexford Industrial Realty, Inc. REXR.N: Wells Fargo cuts target price to $44 from $45
* RLJ Lodging Trust RLJ.N: Barclays raises target price to $9 from $6
* RLJ Lodging Trust RLJ.N: Wells Fargo raises target price to $9 from $7
* Ryman Hospitality Properties Inc RHP.N: Barclays raises target price to $120 from $110
* Ryman Hospitality Properties, Inc. RHP.N: Wells Fargo raises target to $126 from $114
* Sabra Health Care Reit, Inc. SBRA.O: Wells Fargo raises target price to $23 from $22
* Simon Property Group Inc SPG.N: BMO raises target price to $230 from $220
* SL Green Realty Corp. SLG.N: Wells Fargo raises target price to $44 from $40
* Smartstop Self Storage Reit, Inc. SMA.N: Wells Fargo raises target to $32 from $30
* Snowflake Inc SNOW.N: Stephens raises target price to $296 from $244
* Solv Energy Inc MWH.O: Jefferies raises target price to $43 from $32
* Southwest Airlines Co. LUV.N: Morgan Stanley raises target price to $60.00 from $55.00
* Spruce Biosciences, Inc SPRB.O: H.C. Wainwright cuts target price to $150 from $200
* Stag Industrial, Inc. STAG.N: Wells Fargo cuts target price to $40 from $41
* Strategy MSTR.O: Mizuho cuts target price to $265 from $320
* Suja Life Inc SUJA.O: BofA Global Research initiates coverage with neutral rating
* Suja Life Inc SUJA.O: BofA Global Research initiates coverage with price objective $17
* Suja Life Inc SUJA.O: William Blair initiates coverage with outperform rating
* Sunstone Hotel Investors, Inc. SHO.N: Wells Fargo raises target price to $12 from $10
* Super Micro Computer Inc SMCI.O: Mizuho raises target price to $44 from $36
* Tandem Diabetes Care, Inc. TNDM.O: Wells Fargo raises target price to $27 from $21
* Tandem Diabetes Care, Inc. TNDM.O: Wells Fargo raises to overweight from equal weight
* target Hospitality Corp TH.O: Deutsche Bank initiates coverage with hold rating 
* target Hospitality Corp TH.O: Deutsche Bank initiates coverage with target price $22
* Taylor Morrison Home Corp TMHC.N: Truist Securities cuts target to $72.5 from $80
* TD Synnex SNX.N: Barclays raises target price to $237 from $166
* Terreno Realty Corporation TRNO.N: Wells Fargo cuts target price to $64 from $68
* Trimble Inc. TRMB.O: Barclays cuts target price to $79 from $103
* UDR Inc UDR.N: Wells Fargo raises target price to $43 from $39
* UnitedHealth UNH.N: Truist Securities raises target price to $440 from $395
* US Foods Holding Corp USFD.N: Piper Sandler cuts target price to $88 from $103
* USA Rare Earth Inc USAR.O: Needham initiates coverage with buy rating; PT $39
* Ventas, Inc. VTR.N: Wells Fargo raises target price to $96 from $93
* Veracyte Inc VCYT.O: Needham raises target price to $57 from $48 
* Veritone Inc VERI.O: UBS cuts target price to $2.50 from $6
* Viasat VSAT.O: Deutsche Bank raises target price to $97 from $48
* Viasat Inc VSAT.O: Needham raises target price to $90 from $58
* Voyager Technologies Inc VOYG.N: Jefferies raises target price to $60 from $40 
* Welltower Inc. WELL.N: Wells Fargo raises target price to $237 from $228
* Wesco International Inc. WCC.N: Barclays raises target price to $376 from $375
* Western Digital Corp. WDC.O: Wells Fargo raises target price to $575 from $500
* Xenia Hotels & Resorts, Inc. XHR.N: Wells Fargo raises target price to $18 from $16

 (Compiled by Bengaluru Newsroom)
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