U.S. RESEARCH ROUNDUP-Aveanna Healthcare, Palo Alto, Ulta Beauty

Thermo Fisher Scientific

03/06/2026 08:55

June 3 (Reuters) - Wall Street securities analysts revised their ratings and price targets on several U.S.-listed companies, including Aveanna Healthcare Holdings, Palo Alto Networks and Ulta Beauty, on Wednesday. 

HIGHLIGHTS
* AT&T Inc T.N: Oppenheimer cuts to perform from outperform
* Aveanna Healthcare Holdings Inc AVAH.O: RBC raises to outperform from sector perform
* Omnicom Group Inc OMC.N: Goldman Sachs initiates coverage with buy rating
* Palo Alto Networks Inc PANW.O: RBC raises target price to $330 from $255
* Ulta Beauty Inc ULTA.O: Jefferies cuts target price to $630 from $700
        
Following is a summary of research actions on U.S. companies reported by Reuters on Wednesday. Stock entries are in alphabetical order.    

* 10X Genomics TXG.O: Deutsche Bank raises target price to $30 from $23
* Acadia Healthcare Company Inc ACHC.O: Jefferies raises target price to $30 from $24.5
* Acadia Healthcare Company Inc ACHC.O: Jefferies raises to buy from hold
* Advanced Micro Devices AMD.O: RBC raises target price to $540 from $400
* Agilent Technologies Inc A.N: HSBC cuts target price to $165 from $180
* Anglogold Ashanti Plc AU.N: RBC cuts target price to $114 from $138
* Apogee Therapeutics Inc APGE.O: Deutsche Bank cuts target price to $116 from $118
* Archrock Inc AROC.N: Mizuho raises target price to $40 from $38
* Astera Labs Inc ALAB.O: RBC raises target price to $425 from $270
* AT&T Inc T.N: Oppenheimer cuts to perform from outperform
* Aveanna Healthcare Holdings Inc AVAH.O: RBC raises to outperform from sector perform
* Baker Hughes Co BKR.O: Citigroup cuts target price to $74 from $80
* Bridgebio Pharma BBIO.O: Canaccord Genuity initiates coverage with buy rating; PT $104 
* Caseys General Stores Inc CASY.O: UBS raises target price to $805 from $706
* Celcuity Inc CELC.O: H.C. Wainwright cuts target price to $145 from $185
* Celcuity Inc CELC.O: Wells Fargo cuts target price to $166 from $183
* CF Industries Holdings Inc CF.N: JP Morgan raises target price to $115 from $94
* Chewy Inc CHWY.N: Mizuho cuts target price to $40 from $50
* Chipotle Mexican Grill CMG.N: Morgan Stanley cuts target price to $37.00 from $49.00
* Chipotle Mexican Grill CMG.N: Morgan Stanley cuts to equal-weight from overweight
* Cipher Mining Inc CIFR.O: Morgan Stanley raises target price to $53.50 from $42.50
* Construction Partners ROAD.O: Truist Securities initiates coverage with hold rating; PT $130
* Danaher Corporation DHR.N: HSBC cuts target price to $230 from $270
* Dollar General Corp DG.N: Bernstein raises target price to $149 from $146
* Dollar General Corp DG.N: BMO cuts target price to $120 from $135
* Dollar General Corp DG.N: Raymond James cuts target price to $145 from $155
* Dollar General Corp DG.N: Truist Securities raises target price to $114 from $109
* Dollar General Corporation DG.N: Morgan Stanley cuts PT to $132.00 from $150.00
* Entergy Corp. ETR.N: Barclays cuts target price to $119 from $124
* Fastenal Co. FAST.O: Barclays raises target price to $46 from $45
* Fedex Corporation FDX.N: Morgan Stanley cuts target price to $160.00 from $230.00
* Fedex Freight Holding FDXF.N: Raymond James initiates coverage with outperform rating
* Fedex Freight Holding FDXF.N: Raymond James initiates coverage with PT $180
* Gitlab Inc GTLB.O: BTIG raises target price to $36 from $30
* Gitlab Inc GTLB.O: D.A. Davidson raises target price to $35 from $24
* Gitlab Inc GTLB.O: JP Morgan raises target price to $32 from $28
* Gitlab Inc GTLB.O: Mizuho raises target price to $28 from $26
* Gitlab Inc GTLB.O: Morgan Stanley raises target price to $30.00 from $29.00
* Gitlab Inc GTLB.O: Needham raises target price to $38 from $32
* Gitlab Inc GTLB.O: UBS raises target price to $32 from $24
* Gitlab Inc GTLB.O: BofA Global Research raises PO to $32.00 from $27.00
* Global Payments Inc GPN.N: Susquehanna cuts target price to $111 from $119
* Halliburton Co HAL.N: Citigroup raises target price to $52 from $47
* Heron Therapeutics, Inc. HRTX.O: H.C. Wainwright cuts target price to $2 from $4
* Hewlett Packard Enterprise Co HPE.N: Argus Research raises PT to $70 from $30
* Hewlett Packard Enterprise Company HPE.N: Barclays raises PT to $67 from $28
* Humana HUM.N: Bernstein raises target price to $425 from $288
* IBM IBM.N: Citigroup raises target price to $375 from $285
* Iqvia Holdings Inc IQV.N: HSBC cuts target price to $210 from $240
* Iridium Communications Inc. IRDM.O: Oppenheimer raises target price to $60 from $48
* Lam Research LRCX.O: RBC raises target price to $380 from $310
* Legend Biotech Corporation LEGN.O: H.C. Wainwright raises PT to $65 from $50
* Leidos LDOS.N: Jefferies cuts to hold from buy; cuts target price to $140 from $185
* Marvell Technology Inc MRVL.O: RBC raises target price to $360 from $240
* Medline Inc MDLN.O: Baird cuts target price to $45 from $57
* Merlin Inc MRLN.O: TD Cowen initiates coverage with buy rating; price target $11
* Newmont NEM.N: RBC cuts target price to $140 from $160
* Nextnav NN.O: Oppenheimer raises target price to $50 from $25
* Norwegian Cruise Line NCLH.N: JP Morgan raises target price to $20 from $14
* Nvidia Corp NVDA.O: RBC raises target price to $300 from $270
* Omnicom Group Inc OMC.N: Goldman Sachs initiates coverage with buy rating
* Palo Alto Networks PANW.O: Barclays raises target price to $315 from $220
* Palo Alto Networks PANW.O: Deutsche Bank raises target price to $350 from $220
* Palo Alto Networks Inc PANW.O: Benchmark raises target price to $340 from $270
* Palo Alto Networks Inc PANW.O: Berenberg raises target price to $360 from $290
* Palo Alto Networks Inc PANW.O: Bernstein raises target price to $253 from $209
* Palo Alto Networks Inc PANW.O: BMO raises target price to $335 from $270
* Palo Alto Networks Inc PANW.O: BTIG raises target price to $333 from $268
* Palo Alto Networks Inc PANW.O: D.A. Davidson raises target price to $345 from $190
* Palo Alto Networks Inc PANW.O: Jefferies raises target price to $335 from $300
* Palo Alto Networks Inc PANW.O: JP Morgan raises target price to $326 from $300
* Palo Alto Networks Inc PANW.O: Mizuho raises target price to $305 from $265
* Palo Alto Networks Inc PANW.O: Morgan Stanley raises PT to $320.00 from $253.00
* Palo Alto Networks Inc PANW.O: Needham raises target price to $350 from $200
* Palo Alto Networks Inc PANW.O: Northland Capital raises target price to $302 from $190
* Palo Alto Networks Inc PANW.O: Piper Sandler raises target price to $345 from $265
* Palo Alto Networks Inc PANW.O: RBC raises target price to $330 from $255
* Palo Alto Networks Inc PANW.O: Rosenblatt Securities raises PT to $355 from $275
* Palo Alto Networks Inc PANW.O: Stephens raises target price to $300 from $180
* Palo Alto Networks Inc PANW.O: Stifel raises target price to $330 from $275
* Palo Alto Networks Inc PANW.O: TD Cowen raises target price to $330 from $255
* Palo Alto Networks Inc PANW.O: Truist Securities raises PT to $375 from $275
* Palo Alto Networks Inc PANW.O: UBS raises target price to $300 from $183
* Palo Alto Networks Inc PANW.O: Oppenheimer raises target price to $350 from $275
* Palo Alto Networks Inc PANW.O: Wells Fargo raises target price to $325 from $285
* Pennymac Mortgage Investment Trust PMT.N: Deutsche Bank cuts PT to $12 from $13
* Repligen Corp RGEN.O: HSBC cuts target price to $150 from $170
* Royal Gold Inc RGLD.O: RBC cuts target price to $310 from $375
* Science Applications International Corp SAIC.O: UBS raises PT to $119 from $113
* Shake Shack Inc SHAK.N: Morgan Stanley cuts target price to $76.00 from $115.00
* Shake Shack Inc SHAK.N: Morgan Stanley cuts to equal-weight from overweight
* Shake Shack Inc SHAK.N: Wells Fargo cuts target price to $65 from $80
* Snowflake Inc SNOW.N: BTIG raises target price to $325 from $280
* Snowflake Inc SNOW.N: Needham raises target price to $330 from $300
* Snowflake Inc SNOW.N: UBS raises target price to $370 from $325
* Solid Biosciences Inc. SLDB.O: H.C. Wainwright raises target price to $25 from $20
* Steel Dynamics Inc STLD.O: Jefferies raises target price to $310 from $265
* T1 Energy Inc TE.N: Northland Capital initiates coverage with outperform rating; PT $16
* Terawulf Inc WULF.O: Morgan Stanley raises target price to $66.50 from $42.00
* Thermo Fisher Scientific TMO.N: HSBC cuts target price to $540 from $670
* Thermo Fisher Scientific TMO.N: HSBC cuts to hold from buy
* Ulta Beauty Inc ULTA.O: B. Riley cuts target price to $500 from $600
* Ulta Beauty Inc ULTA.O: Canaccord Genuity cuts target price to $731 from $799
* Ulta Beauty Inc ULTA.O: D.A. Davidson cuts target price to $585 from $650
* Ulta Beauty Inc ULTA.O: Jefferies cuts target price to $630 from $700
* Ulta Beauty Inc ULTA.O: Morgan Stanley cuts target price to $630.00 from $700.00
* Ulta Beauty Inc ULTA.O: UBS cuts target price to $735 from $810
* Ulta Beauty Inc ULTA.O: Barclays cuts target price to $647 from $712
* Ulta Beauty Inc ULTA.O: Wells Fargo cuts target price to $450 from $475
* United Rentals Inc URI.N: UBS raises target price to $1145 from $1025
* Upstream Bio Inc UPB.O: H.C. Wainwright initiates coverage with buy rating
* Victoria'S Secret & Co VSXY.N: BofA Global Research raises PO to $95.00 from $68.00
* Victoria'S Secret & Co VSXY.N: Jefferies cuts to hold from buy
* Victoria'S Secret & Co VSXY.N: Jefferies raises target price to $73 from $65
* Victoria'S Secret & Co VSXY.N: Telsey Advisory Group raises PT to $90 from $71
* Victoria'S Secret & Co VSXY.N: UBS cuts to neutral from buy
* Victoria'S Secret & Co VSXY.N: UBS raises target price to $90 from $81
* Victoria'S Secret & Co. VSXY.N: Barclays raises target price to $108 from $67
* Victoria'S Secret & Co. VSXY.N: Wells Fargo raises target price to $90 from $57
* Waters Corp WAT.N: HSBC raises target price to $435 from $415
* Waystar Holding Corp WAY.O: Jefferies cuts target price to $31 from $41
* Yext Inc YEXT.N: B. Riley cuts to neutral from buy; cuts target price to $5 from $8
* Yum Brands YUM.N: Morgan Stanley raises target price to $185.00 from $180.00
* Yum Brands YUM.N: Morgan Stanley raises to overweight from equal-weight
* Yum! Brands Inc YUM.N: Morgan Stanley raises target price to $185.00 from $180.00
* Yum! Brands Inc YUM.N: Morgan Stanley raises to overweight from equal-weight

 (Compiled by Bengaluru Newsroom)
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