The most talked-about and market-moving market research calls on Wall Street are now in one place. Here are today’s research calls that investors should know about, compiled by The Fly.
Top 5 updates:
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Capital of freedom updated boeing (BA) to Buy from Hold with a price target of $223, up from $217. Boeing’s third quarter marks a cautious recovery, with stronger operating performance and gradual regulatory confidence, the firm tells investors in a research note.
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Piper Sandler updated roku (ROKU) to Overweight from Neutral with a price target of $135, up from $88. The company reported solid results in the third quarter, but platform investments in advertising and SSD are starting to shine, the firm tells investors in a research note.
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Evercore ISI updated ecological laboratory (ECL) will outperform In Line with a price target of $300, up from $265. Ecolab is “one of the few chemicals companies with momentum” through 2026, the company says, which sees 2026 as the year Ecolab’s structural earnings potential becomes more evident as the Ovivo acquisition closes and digital monetization ramps up.
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Raymond James updated Universal Health (UHS) will outperform the market with a $270 price target. The company’s third-quarter results were above consensus forecasts and forecasts, showing improved execution, the company tells investors in a research note.
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Updated USB cisco (CSCO) will buy from Neutral with a price target of $88, up from $74. The firm sees a “multi-year growth cycle” for the company, driven by demand for AI infrastructure, a “large-scale” campus upgrade cycle and the push in security.
Top 5 Downgrades:
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discounted Bernstein Letter (CHTR) to Market Perform from Outperform with a price target of $280, down from $350. The company’s EBITDA growth “has become increasingly difficult to achieve” in a tougher market environment, the company tells investors in a research note. KeyBanc also downgraded Charter to Sector Weight from Overweight without a price target
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JPMorgan downgraded its rating luminary (LAZR) to Underweight from Neutral with no price target. The company had a series of negative developments late last week that raise significant concerns about its ability to continue as a going concern, the company tells investors in a research note.
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TD Cowen demoted Iqvia (IQV) to Hold from Buy with a price target of $215, up from $206. The company’s prospects now have “greater visibility and stability,” but the stock’s current valuation now largely reflects its growth prospects through 2026, the firm tells investors in a research note.
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Degraded Jefferies Canadian solar energy (CSIQ) to Hold from Buy with a price target of $19.64, up from $13.70. The company cites the recent rally in stocks and the risk of the Chinese government applying the minimum module price for the downgrade.
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BofA discounted Marsh McLennan (MMC) to Underperform from Neutral with a price target of $181, down from $243 due to a lower organic growth outlook with near-term headwinds due to lower real estate rates.