U.S. RESEARCH ROUNDUP-Argan, Mastec, Oracle

Steel Dynamics

09/09/2026 07:55

Sept 9 (Reuters) - Wall Street securities analysts revised their ratings and price targets on several U.S.-listed companies, including Argan, Mastec and Oracle, on Wednesday. 

HIGHLIGHTS
* Argan Inc AGX.N: Piper Sandler initiates coverage with underweight rating; PT $273 
* Dyne Therapeutics Inc DYN.O: JP Morgan cuts to underweight from neutral
* Mastec Inc MTZ.N: Piper Sandler initiates coverage with overweight rating; target price $321
* Oracle Corporation ORCL.N: Scotiabank cuts target price to $215 from $241
* Steel Dynamics Inc STLD.O: JP Morgan raises target price to $273 from $260
        
Following is a summary of research actions on U.S. companies reported by Reuters on Wednesday. Stock entries are in alphabetical order. 

* 10X Genomics Inc TXG.O: UBS raises target price to $68 from $20
* Abercrombie & Fitch Co ANF.N: BMO initiates coverage with outperform rating; PT $170
* ABM Industries ABM.N: Deutsche Bank raises target price to $54 from $52
* ABM Industries Inc ABM.N: UBS raises target price to $51.5 from $45
* Academy Sports and Outdoors ASO.O: BMO initiates coverage with market perform rating; PT $42
* Adobe Inc ADBE.O: Stifel raises target price to $225 from $200
* Agilent Technologies Inc A.N: UBS cuts to neutral from buy
* Air Products APD.N: Argus Research raises target price to $329 from $316
* Aktis Oncology Inc AKTS.O: Oppenheimer initiates coverage with outperform rating; PT $40
* American Eagle Outfitters Inc AEO.N: BMO initiates coverage with market perform rating; PT $18
* Amneal Pharma AMRX.O: Leerink Partners initiates coverage with outperform rating; PT $23
* Amrize Ltd AMRZ.N: Wells Fargo cuts target price to $44 from $55
* Amrize Ltd AMRZ.N: Wells Fargo cuts to equal weight from overweight
* Ani Pharmaceuticals  ANIP.O: Leerink Partners assumes coverage with outperform rating; PT $104
* Aramark ARMK.N: BofA Global Research adds stock to its us1 list
* Argan Inc AGX.N: Piper Sandler initiates coverage with underweight rating; PT $273
* Avantor Inc AVTR.N: UBS raises target price to $16 from $10.5
* Bath & Body Works Inc BBWI.N: BMO initiates coverage with market perform rating; PT $20
* Belite Bio Inc BLTE.O: Mizuho raises target price to $234 from $220
* Better Home & Finance Holding BETR.O: B. Riley initiates coverage with buy rating; PT $26
* Braze Inc BRZE.O: UBS raises target price to $32 from $28
* Bridgebio Oncology Therapeutics Inc BBOT.O: Stifel cuts target price to $15 from $23
* Bruker Corporation BRKR.O: UBS raises target price to $65 from $45
* Caris Life Sciences CAI.O: UBS initiates coverage with neutral rating and target price $28
* Carter's Inc CRI.N: BMO initiates coverage with outperform rating; target price $40
* Caseys General Stores Inc CASY.O: RBC cuts target price to $910 from $913
* Chemours CC.N: Jefferies cuts target price to $17 from $24
* Children'S Place Inc PLCE.O: UBS cuts target price to $3.25 from $4
* Chime Financial Inc CHYM.O: Barclays raises target price to $40 from $33
* Chime Financial Inc CHYM.O: Canaccord Genuity raises target price to $50 from $45
* Chime Financial Inc CHYM.O: Morgan Stanley raises target price to $40.00 from $39.00
* Chime Financial Inc CHYM.O: UBS raises target price to $31 from $28
* Clean Harbors Inc CLH.N: BofA Global Research adds stock to its us1 list
* Collegium Pharmaceutical COLL.O: Leerink Partners initiates coverage with outperform rating; PT $45
* Collegium Pharmaceutical COLL.O: Truist Securities cuts target price to $49 from $58
* Comstock Resources Inc CRK.N: UBS raises target price to $14 from $13
* CVS Health Corporation CVS.N: Bernstein raises target price to $112 from $106
* Deckers Brands DECK.N: BMO initiates coverage with underperform rating; target price $70
* Dick's Sporting Goods DKS.N: BMO initiates coverage with underperform rating; PT $110
* Dyne Therapeutics Inc DYN.O: Baird cuts target price to $26 from $30
* Dyne Therapeutics Inc DYN.O: JP Morgan cuts target price to $10 from $17
* Dyne Therapeutics Inc DYN.O: JP Morgan cuts to underweight from neutral
* Dyne Therapeutics Inc DYN.O: Raymond James cuts target price to $37 from $40
* Eagle Materials Inc. EXP.N: Wells Fargo cuts target price to $196 from $231
* Eagle Materials Inc. EXP.N: Wells Fargo cuts to equal weight from overweight
* Evommun Inc EVMN.N: Raymond James cuts target price to $18 from $32
* Figure Technology Solutions FIGR.O: BofA Global Research raises price objective to $49.00 from $31.00
* Figure Technology Solutions FIGR.O: BofA Global Research raises to neutral from underperform rating
* First Solar Inc FSLR.O: Piper Sandler initiates coverage with overweight rating; PT $260
* Fluence Energy Inc FLNC.O: Piper Sandler initiates coverage with underweight rating; target price $6
* Franklin Templeton Inc BEN.N: KBW resumes coverage with market perform rating; PT $38
* Grail Inc GRAL.O: UBS initiates coverage with buy rating and target price $105
* Guardant Health Inc GH.O: UBS raises target price to $225 from $175
* HA Sustainable Infrastructure Capital Inc HASI.N: Mizuho raises target price to $50 from $41
* Heartflow, Inc. HTFL.O: UBS initiates coverage with neutral rating and target price $55
* Helmerich & Payne Inc HP.N: zephirin Group cuts to sell from hold; raises PT by $2 to $32
* Idex Corporation IEX.N: Oppenheimer raises target price to $270 from $265
* Illumina Inc ILMN.O: UBS raises target price to $260 from $135
* Illumina Inc ILMN.O: UBS raises to buy from neutral
* Invesco Ltd IVZ.N: KBW resumes coverage with outperform rating; target price $39
* Ionis Pharmaceuticals Inc IONS.O: Barclays cuts target price to $85 from $90
* Ionis Pharmaceuticals Inc IONS.O: Raymond James cuts target price to $84 from $87
* IonQ Inc IONQ.N: Mizuho cuts target price to $52 from $61
* Knife River Corporation KNF.N: Wells Fargo cuts target price to $62 from $73
* Kodiak Ai Inc KDK.O: Needham initiates coverage with buy rating; target price $8
* Kosmos Energy KOS.N: BofA Global Research raises price objective to $1.70 from $1.50
* Kroger Co KR.N: Deutsche Bank cuts target price to $68 from $79
* Lam Research LRCX.O: Berenberg raises target price to $420 from $350
* Liberty Media FWONK.O: Jefferies initiates coverage with buy rating; price target $115
* Lindblad Expeditions Holdings LIND.O: Jefferies initiates coverage with hold rating; PT $29
* Lineage Inc LINE.O: Morgan Stanley raises to overweight from equal weight
* Lowe's Companies Inc LOW.N: Bernstein cuts target price to $254 from $261
* Maravai Lifesciences Holdings Inc MRVI.O: UBS raises target price to $8 from $2.5
* Martin Marietta Materials Inc MLM.N: Wells Fargo raises target price to $609 from $581
* Martin Marietta Materials Inc MLM.N: Wells Fargo raises to overweight from equal weight
* Mastec Inc MTZ.N: Piper Sandler initiates coverage with overweight rating; target price $321
* Merck & Co Inc MRK.N: Leerink Partners raises target price to $161 from $127
* Mettler-Toledo International MTD.N: UBS cuts target price to $1460 from $1650
* Mettler-Toledo International MTD.N: UBS cuts to neutral from buy
* Myriad Genetics Inc MYGN.O: UBS cuts target price to $3.6 from $6
* Natera Inc NTRA.O: UBS raises target price to $435 from $290
* Nautilus Biotechnology NAUT.O: Leerink Partners initiates coverage with outperform rating; PT $4
* Nexpoint Residential Trust NXRT.N: Deutsche Bank cuts target price to $23 from $27
* Nextpower Inc NXT.O: Piper Sandler initiates coverage with overweight rating; PT $116
* Nike Inc NKE.N: BMO initiates coverage with underperform rating; target price $30
* Nucor Corporation NUE.N: JP Morgan raises target price to $308 from $294
* Oklo Inc OKLO.N: Piper Sandler initiates coverage with overweight rating; PT $55
* Oracle Corporation ORCL.N: Scotiabank cuts target price to $215 from $241
* Ormat Technologies Inc ORA.N: JP Morgan raises target price to $131 from $122
* Ormat Technologies Inc ORA.N: Oppenheimer raises target price to $145 from $141
* Pacific Biosciences of California PACB.O: UBS cuts target price to $1.35 from $1.5
* Pacira Biosciences Inc PCRX.O: Leerink Partners initiates coverage with market perform rating; PT $28
* Paychex Inc PAYX.O: Stifel raises target price to $130 from $110
* Paychex Inc PAYX.O: Wells Fargo raises target price to $111 from $95
* Primoris Services Corporation PRIM.N: Piper Sandler initiates coverage with neutral rating; PT $90
* Pseg PEG.N: BofA Global Research removes stock to its us1 list
* Qualcomm QCOM.O: RBC raises target price to $180 from $160
* Quanta Services Inc PWR.N: Piper Sandler initiates coverage with overweight rating; PT $731
* Ralliant Corp RAL.N: Oppenheimer raises target price to $80 from $75
* Regeneron Pharmaceuticals Inc REGN.O: BMO raises target price to $920 from $800
* Reliance Inc RS.N: JP Morgan cuts target price to $390 from $398
* Repligen Corporation RGEN.O: UBS raises target price to $225 from $195
* Revolution Medicines Inc RVMD.O: Stifel raises target price to $230 from $215
* Revvity Inc RVTY.N: UBS cuts to neutral from buy
* Revvity Inc RVTY.N: UBS raises target price to $140 from $120
* Robinhood Markets Inc HOOD.O: Mizuho raises target price to $140 from $130
* Robinhood Markets Inc HOOD.O: Stonex initiates coverage with buy rating; price target $170
* Sagimet Biosciences Inc SGMT.O: Barclays raises to overweight from equal-weight; raises PT to $18 from $8
* Servicetitan Inc TTAN.O: BMO cuts target price to $90 from $103
* Servicetitan Inc TTAN.O: Canaccord Genuity cuts target price to $90 from $105
* Servicetitan Inc TTAN.O: Morgan Stanley cuts target price to $92.00 from $124.00
* Servicetitan Inc TTAN.O: Piper Sandler cuts target price to $110 from $115
* Servicetitan Inc TTAN.O: Stifel cuts target price to $100 from $125
* Servicetitan Inc TTAN.O: TD Cowen cuts target price to $100 from $125
* Servicetitan Inc TTAN.O: Truist Securities cuts target price to $100 from $110
* Servicetitan Inc TTAN.O: Wells Fargo cuts target price to $105 from $115
* Slb N.V. SLB.N: UBS raises target price to $72 from $66
* Smithfield Foods Inc SFD.O: Barclays cuts target price to $29 from $31
* Solaris Energy Infrastructure Inc SEI.N: Raymond James raises target price to $96 from $82
* Steel Dynamics Inc STLD.O: JP Morgan raises target price to $273 from $260
* Steven Madden Ltd SHOO.O: BMO initiates coverage with outperform rating; target price $60
* Stryker Corporation SYK.N: Wells Fargo cuts target price to $348 from $418
* Summit Therapeutics Inc SMMT.O: Jefferies raises to buy from hold; raises PT to $25 from $15
* Tarsus Pharmaceuticals Inc TARS.O: Jefferies raises target price to $105 from $88
* Tempus Ai Inc TEM.O: UBS initiates coverage with neutral rating and target price $70
* the Gap Inc GAP.N: BMO initiates coverage with market perform rating; target price $23
* the Home Depot Inc HD.N: Bernstein cuts target price to $344 from $354
* Thermo Fisher Scientific Inc TMO.N: UBS raises target price to $730 from $540
* Thermo Fisher Scientific Inc TMO.N: UBS raises to buy from neutral
* Tradeweb Markets Inc TW.O: UBS cuts target price to $145 from $150
* Trisalus Life Sciences TLSI.O: H.C. Wainwright initiates coverage with buy rating and PT $11
* Twist Bioscience Corporation TWST.O: UBS initiates coverage with neutral rating and target price $144
* UGI Corporation UGI.N: Jefferies raises to buy from hold; raises target price to $43 from $40
* Ulta Beauty Inc ULTA.O: BMO initiates coverage with market perform rating; target price $580
* United Natural Foods Inc UNFI.N: UBS raises target price to $50 from $47
* Urban Outfitters Inc URBN.O: BMO initiates coverage with market perform rating; target price $80
* Veracyte Inc VCYT.O: UBS raises target price to $65 from $52
* Viatris Inc VTRS.O: Leerink Partners initiates coverage with outperform rating; price target $20
* Victoria'S Secret & Co VSXY.N: BMO initiates coverage with market perform rating; target price $80
* Waters Corp WAT.N: UBS raises target price to $490 from $375
* Waters Corp WAT.N: UBS raises to buy from neutral
* West Pharmaceutical Services, Inc. WST.N: UBS raises target price to $415 from $340
* Westlake Corp WLK.N: BMO cuts to market perform from outperform; cuts target price to $82 from $96
* X-Energy Inc XE.O: Piper Sandler initiates coverage with underweight rating; PT $9
* Zurn Elkay Water Solutions ZWS.N: Oppenheimer raises target price to $60 from $58

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