U.S. RESEARCH ROUNDUP-Cognizant, Lam Research, Sarepta Therapeutics

Reuters
2025/07/28
U.S. RESEARCH ROUNDUP-Cognizant, <a href="https://laohu8.com/S/LRCX">Lam</a> Research, <a href="https://laohu8.com/S/SRPT">Sarepta Therapeutics</a>

July 28 (Reuters) - Wall Street securities analysts revised their ratings and price targets on several U.S.-listed companies, including Cognizant, Lam Research and Sarepta Therapeutics, on Monday.

HIGHLIGHTS

* Cognizant CTSH.O: JP Morgan cuts target price to $93 from $98

* Lam Research Corporation LRCX.O: Barclays raises target price to $83 from $70

* Nike Inc NKE.N: JP Morgan raises to overweight from neutral

* Riot Platforms Inc RIOT.O: JP Morgan cuts to neutral from overweight

* Sarepta Therapeutics Inc SRPT.O: TD Cowen cuts target price to $12 from $28

Following is a summary of research actions on U.S. companies reported by Reuters on Monday. Stock entries are in alphabetical order.

* A.O. Smith Corporation AOS.N: Oppenheimer raises target price to $88 from $82

* Abercrombie & Fitch Co ANF.N: JP Morgan raises target price to $151 from $141

* ADM ADM.N: BMO raises target price to $57 from $46

* Advanced Micro Devices Inc AMD.O: UBS raises target price to $210 from $150

* Aecom ACM.N: Citigroup raises target price to $137 from $122

* Affiliated Managers Group Inc AMG.N: TD Cowen raises target price to $214 from $200

* Agios Pharmaceuticals Inc AGIO.O: Leerink Partners cuts target price to $45 from $50

* Agios Pharmaceuticals Inc AGIO.O: Scotiabank cuts target price to $65 from $71

* Airbnb Inc ABNB.O: UBS raises target price to $156 from $137

* Alector ALEC.O: Mizuho raises to outperform from neutral; raises PT to $3.5 from $2.5

* Allarity Therapeutics ALLR.O: Ascendiant Capital Markets initiates coverage with buy rating

* Allarity Therapeutics ALLR.O: Ascendiant Capital Markets initiates coverage with PT $9

* Amazon AMZN.O: UBS raises target price to $271 from $249

* Amazon.Com Inc AMZN.O: UBS raises target price to $271 from $249

* American Eagle Outfitters Inc AEO.N: JP Morgan cuts to underweight from neutral

* Amerisafe Inc AMSF.O: Truist Securities cuts target price to $50 from $54

* Amphenol Corp APH.N: Jefferies raises target price to $105 from $85

* AO Smith Corp AOS.N: Jefferies raises target price to $80 from $75

* Applied Materials Inc. AMAT.O: Barclays raises target price to $170 from $160

* Ares Management Corp ARES.N: Raymond James initiates coverage with market perform rating

* Associated Banc-Corp ASB.N: Barclays raises target price to $30 from $28

* Associated Banc-Corp ASB.N: Truist Securities raises target price to $27 from $26

* Autonation AN.N: Jefferies raises target price to $210 from $190

* Autonation, Inc. AN.N: Wells Fargo raises target price to $221 from $209

* Baker Hughes Co BKR.O: Argus Research raises target price to $55 from $44

* Bancorp Inc TBBK.O: Raymond James raises target price to $71 from $57

* Bankunited Inc BKU.N: KBW raises target price to $42 from $38

* Bath & Body Works Inc BBWI.N: JP Morgan raises target price to $46 from $40

* Bel Fuse Inc BELFA.O: Needham raises target price to $130 from $116

* Bel Fuse Inc BELFA.O: Oppenheimer raises target price to $140 from $125

* Blackstone BX.N: Piper Sandler raises target price to $181 from $157

* Blue Owl Capital Inc OWL.N: Raymond James initiates coverage with market perform rating

* Bok Financial Corp. BOKF.O: Wells Fargo raises target price to $110 from $100

* Booking Holdings Inc BKNG.O: UBS raises target price to $6300 from $5750

* Boot Barn Holdings Inc BOOT.N: JP Morgan raises target price to $247 from $207

* Booz Allen Hamilton Holding Corp BAH.N: JP Morgan raises PT to $122 from $115

* Booz Allen Hamilton Holding Corp BAH.N: Stifel raises PT to $119.00 from $112.00

* Booz Allen Hamilton Holding Corp BAH.N: UBS raises target price to $119 from $115

* Bright Horizons Family Solutions Inc BFAM.N: Morgan Stanley cuts PT to $100.00 from $106.00

* Burlington Stores Inc BURL.N: JP Morgan raises target price to $338 from $280

* $Capital One Financial Corp(COF-N)$ COF.N: Truist Securities raises PT to $260 from $225

* Capsovision Inc CV.O: Benchmark initiates coverage with speculative buy rating; PT $5

* Carrier Global Corp CARR.N: BofA Global Research raises price objective to $88 from $83

* Carter'S Inc CRI.N: UBS cuts target price to $26 from $32

* Carvana CVNA.N: Wedbush raises target price to $320 from $290

* Centene Corp CNC.N: BofA Global Research cuts price objective to $28 from $30

* Centene Corp CNC.N: Oppenheimer cuts target price to $43 from $51

* Centene Corp CNC.N: Truist Securities cuts target price to $35 from $42

* Centene Corp CNC.N: UBS cuts target price to $31 from $45

* Centene Corp. CNC.N: Oppenheimer cuts target price to $43 from $51

* CF Industries Holdings CF.N: HSBC raises target price to $104 from $90

* Charter Communications Inc CHTR.O: Bernstein cuts target price to $380 from $410

* Charter Communications Inc CHTR.O: Bernstein raises to outperform from market-perform

* Charter Communications Inc CHTR.O: BofA Global Research cuts PO to $440 from $500

* Charter Communications Inc CHTR.O: Deutsche Bank cuts target price to $370 from $380

* Charter Communications Inc CHTR.O: RBC cuts target price to $370 from $430

* Charter Communications Inc CHTR.O: UBS cuts target price to $355 from $425

* Charter Communications Inc CHTR.O: Barclays cuts target price to $275 from $341

* Chefs' Warehouse Inc CHEF.O: UBS raises target price to $72 from $68

* Churchill Downs Inc CHDN.O: Jefferies raises target price to $131 from $127

* Claritev Corp CTEV.N: Citigroup raises target price to $50 from $25

* Cognizant CTSH.O: JP Morgan cuts target price to $93 from $98

* Coinbase Global Inc COIN.O: JP Morgan raises target price to $404 from $215

* Coinbase Global Inc COIN.O: Monness Crespi Hardt cuts to neutral from buy

* Community Health Systems Inc CYH.N: Truist Securities cuts target price to $3.25 from $4.25

* Constellation Energy Corp CEG.O: JP Morgan raises target price to $390 from $380

* Crocs Inc CROX.O: UBS raises target price to $110 from $105

* Customers Bancorp Inc CUBI.N: Raymond James raises target price to $80 from $70

* Darling Ingredients Inc DAR.N: Piper Sandler cuts target price to $50 from $54

* Digital Realty Trust Inc DLR.N: Citigroup raises target price to $200 from $174

* Dillard'S Inc DDS.N: JP Morgan raises target price to $458 from $368

* Dover Corp DOV.N: JP Morgan raises target price to $217 from $211

* Duolingo Inc DUOL.O: Citizens cuts target price to $450 from $475

* Electronic Arts EA.O: Wells Fargo initiates coverage with equal-weight rating; PT $168

* Eli Lilly LLY.N: BMO raises target price to $920 from $900

* Enanta Pharmaceuticals Inc ENTA.O: H.C. Wainwright assumes coverage with buy rating

* Enanta Pharmaceuticals Inc ENTA.O: H.C. Wainwright assumes coverage with PT $20

* Ensign Group Inc ENSG.O: Stephens raises target price to $170 from $165

* Ensign Group Inc ENSG.O: Truist Securities raises target price to $165 from $155

* Epam Systems Inc EPAM.N: HSBC raises target price to $240 from $235

* Equity Lifestyle Properties Inc ELS.N: BMO cuts target price to $71 from $77

* Expedia Group Inc EXPE.O: UBS raises target price to $182 from $166

* First Bancorp (North Carolina) FBNC.O: Stephens raises target price to $57 from $53

* First Citizens Bancshares FCNCA.O: Raymond James raises PTto $2,350 from $2,200

* First Industrial Realty Trust Inc FR.N: Truist Securities raises PT to $56 from $55

* First Mid Bancshares Inc FMBH.O: Raymond James raises target price to $44 from $40

* Fiserv, Inc. FI.N: Barclays cuts target price to $175 from $230

* Flex Ltd FLEX.O: Argus Research raises target price to $75 from $55

* Fluor FLR.N: Citigroup raises target price to $71 from $47

* Fortinet, Inc. FTNT.O: Wells Fargo raises target price to $110 from $95

* GE Aerospace GE.N: BofA Global Research raises price objective to $310 from $230

* GE Aerospace GE.N: Jefferies raises target price to $320 from $300

* GE Vernova Inc GEV.N: Mizuho cuts to neutral from outperform; raises PT to $670 from $412

* General Dynamics Corp GD.N: Jefferies raises target price to $335 from $325

* Gentex Corp GNTX.O: UBS raises target price to $28 from $23

* Globalfoundries Inc GFS.O: UBS raises target price to $43 from $37

* Globe Life Inc GL.N: KBW raises target price to $155 from $145

* GM GM.N: Bernstein raises target price to $41 from $36

* Goosehead Insurance Inc GSHD.O: UBS cuts target price to $136 from $140

* Halliburton Co HAL.N: Piper Sandler cuts to neutral from overweight

* HCA Healthcare Inc HCA.N: BofA Global Research cuts price objective to $375 from $394

* HCA Healthcare Inc HCA.N: Jefferies cuts target price to $400 from $420

* HCA Healthcare Inc HCA.N: Leerink Partners cuts target price to $375 from $420

* HCA Healthcare Inc HCA.N: TD Cowen raises target price to $380 from $361

* HCA Healthcare, Inc. HCA.N: Barclays cuts target price to $390 from $416

* Hershey HSY.N: Mizuho raises target price to $165 from $155

* Hexcel Corp HXL.N: RBC raises target price to $70 from $65

* Hexcel Corp HXL.N: UBS raises target price to $65 from $60

* Hilton Worldwide Holdings Inc HLT.N: Jefferies raises target price to $311 from $296

* Honeywell HON.O: Daiwa Capital Markets raises target price to $230 from $219

* Horace Mann Educators Corp HMN.N: BMO initiates coverage with outperform rating; PT $48

* Hubspot Inc HUBS.N: Citigroup cuts target price to $700 from $759

* Ideaya Biosciences Inc IDYA.O: JP Morgan raises target price to $72 from $66

* Intuit Inc INTU.O: Oppenheimer raises target price to $868 from $742

* Iridium Communications Inc IRDM.O: Barclays cuts target price to $31 from $38

* Jacobs Solutions Inc J.N: Citigroup raises target price to $166 from $148.47

* Keurig DR Pepper KDP.O: Barclays raises target price to $39 from $37

* Keycorp KEY.N: Truist Securities raises target price to $19 from $17

* Kindercare Learning Companies Inc KLC.N: Morgan Stanley cuts PT to $15.00 from $19.00

* Kinsale Capital Group Inc KNSL.N: JP Morgan raises target price to $460 from $440

* Kinsale Capital Group Inc KNSL.N: Truist Securities raises PT to $560 from $500

* Kla Corporation KLAC.O: Barclays raises target price to $750 from $590

* L3Harris Technologies Inc LHX.N: Bernstein raises target price to $324 from $286

* L3Harris Technologies Inc LHX.N: Jefferies raises target price to $320 from $300

* Lakeland Financial Corp LKFN.O: Raymond James raises target price to $74 from $66

* Lam Research Corporation LRCX.O: Barclays raises target price to $83 from $70

* Las Vegas Sands Corp LVS.N: Argus Research raises to buy from hold

* Las Vegas Sands Corp LVS.N: Jefferies raises target price to $61 from $58

* Lear Corp LEA.N: JP Morgan cuts target price to $119 from $120

* Lear Corp LEA.N: TD Cowen raises target price to $100 from $88

* Lear Corp LEA.N: UBS cuts target price to $109 from $116

* Lear Corporation LEA.N: Deutsche Bank raises target price to $95 from $88

* Lennox International Inc LII.N: UBS raises target price to $676 from $570

* Lionsgate Studios Corp LION.O: Benchmark initiates coverage with buy rating; PT $8.50

* Macy's Inc M.N: JP Morgan raises target price to $16 from $12

* Marathon Digital Holdings Inc MARA.O: JP Morgan raises target price to $22 from $19

* Marathon Digital Holdings Inc MARA.O: JP Morgan raises to overweight from neutral

* Marinemax Inc HZO.N: Benchmark cuts target price to $35

* Mastec Inc MTZ.N: Citigroup raises target price to $220 from $192

* Meritage Homes Corp MTH.N: JP Morgan cuts target price to $60 from $70

* Microsoft MSFT.O: Raymond James raises target price to $570 from $490

* Microsoft MSFT.O: Stifel raises target price to $550 from $500

* Minerals Technologies Inc MTX.N: Truist Securities raises PT to $84 from $80

* Moderna MRNA.O: Citigroup raises target price to $35 from $32

* Mohawk Industries Inc MHK.N: Barclays raises target price to $125 from $111

* Mohawk Industries Inc MHK.N: Raymond James raises target price to $140 from $130

* Mohawk Industries Inc MHK.N: RBC raises target price to $123 from $119

* Mohawk Industries Inc. MHK.N: Barclays raises target price to $125 from $111

* Molina Healthcare Inc MOH.N: Deutsche Bank cuts target price to $203 from $330

* Molina Healthcare Inc MOH.N: Jefferies cuts target price to $153 from $291

* Molina Healthcare Inc MOH.N: TD Cowen cuts target price to $203 from $283

* Mongodb Inc MDB.O: BMO initiates coverage with outperform rating; price target $280

* Moody's Corp MCO.N: Argus Research raises target price to $550 from $510

* Murphy USA Inc MUSA.N: RBC cuts target price to $502 from $550

* Natera Inc NTRA.O: Evercore ISI initiates coverage with outperform rating

* Natera Inc NTRA.O: Evercore ISI initiates coverage with target price $170

* Netstreit Corp NTST.N: BofA Global Research raises to neutral from underperform

* Netstreit Corp NTST.N: BofA Global Research raises price objective to $19 from $18

* Netstreit Corp NTST.N: Truist Securities raises target price to $19 from $18

* Newmont NEM.N: Raymond James raises target price to $69 from $67

* Newmont NEM.N: Scotiabank raises target price to $72 from $69

* Nike Inc NKE.N: JP Morgan raises target price to $93 from $64

* Nike Inc NKE.N: JP Morgan raises to overweight from neutral

* Northrop Grumman NOC.N: Jefferies raises target price to $580 from $510

* O'Reilly Automotive Inc ORLY.O: Mizuho raises target price to $104 from $96.33

* Ovintiv Inc OVV.N: BofA Global Research raises price objective to $53 from $46

* Ovintiv Inc OVV.N: JP Morgan raises target price to $50 from $46

* Paccar Inc PCAR.O: Argus Research raises to buy from hold

* Packaging Corp of America PKG.N: Jefferies raises target price to $212 from $205

* Pagerduty Inc PD.N: TD Cowen raises to buy from hold; raises PT to $22 from $17

* Paramount Global PARA.O: Seaport Research Partners cuts to sell from neutral

* Phillips 66 PSX.N: Piper Sandler cuts target price to $144 from $147

* Phillips 66 PSX.N: UBS raises target price to $143 from $141

* Pinnacle Financial Partners, Inc. PNFP.O: Barclays cuts PT to $125 from $140

* PTC Therapeutics Inc PTCT.O: Citigroup raises target price to $50 from $40

* PVH Corp PVH.N: JP Morgan raises target price to $87 from $76

* QCR Holdings Inc QCRH.O: Raymond James raises target price to $85 from $78

* Qualcomm QCOM.O: JP Morgan raises target price to $200 from $190

* Quanta Services Inc PWR.N: Bernstein cuts to market-perform from outperform

* Quanta Services Inc PWR.N: Bernstein raises target price to $410 from $383

* Quanta Services Inc PWR.N: Citigroup raises target price to $492 from $432

* Ralph Lauren Corp RL.N: JP Morgan raises target price to $406 from $355

* Range Resources Corp RRC.N: UBS raises target price to $42 from $40

* Reddit RDDT.N: Raymond James raises target price to $175 from $150

* Riot Platforms Inc RIOT.O: JP Morgan cuts to neutral from overweight

* Riot Platforms Inc RIOT.O: JP Morgan raises target price to $15 from $14

* Robinhood Markets Inc HOOD.O: JP Morgan raises target price to $98 from $47

* Roblox Corp (Pre-Reincorporation) RBLX.N: BTIG raises PT to $131 from $124

* Royal Caribbean Group RCL.N: Mizuho raises target price to $368 from $277

* RPM International Inc RPM.N: RBC raises target price to $125 from $115

* RTX Corp RTX.N: Jefferies raises target price to $165 from $160

* Ryder System Inc. R.N: Morgan Stanley raises target price to $190.00 from $175.00

* Saia Inc SAIA.O: Benchmark raises target price to $360 from $325

* Saia Inc SAIA.O: BMO raises target price to $340 from $280

* Saia Inc SAIA.O: Citigroup raises target price to $393 from $350

* Saia Inc SAIA.O: Jefferies raises target price to $380 from $360

* Saia Inc SAIA.O: JP Morgan raises target price to $380 from $295

* Saia Inc SAIA.O: Raymond James raises target price to $360 from $300

* Saia Inc SAIA.O: TD Cowen raises target price to $292 from $275

* Saia, Inc. SAIA.O: Barclays raises target price to $350 from $315

* Saia, Inc. SAIA.O: Wells Fargo raises target price to $365 from $290

* Sarepta Therapeutics Inc SRPT.O: TD Cowen cuts target price to $12 from $28

* Sarepta Therapeutics, Inc SRPT.O: Barclays cuts target price to $10 from $18

* Sarepta Therapeutics, Inc SRPT.O: Barclays cuts to underweight from equal-weight

* Sharkninja Inc SN.N: Oppenheimer raises target price to $135 from $120

* Sharkninja, Inc. SN.N: Oppenheimer raises target price to $135 from $120

* Solaris Energy Infrastructure SEI.N: Barclays raises target price to $44 from $39

* Sonic Automotive Inc SAH.N: Jefferies raises target price to $80 from $65

* Southstate Corp SSB.N: Citigroup raises target price to $117 from $113

* Southstate Corp SSB.N: Truist Securities raises target price to $110 from $106

* Southstate Corporation SSB.N: Barclays raises target price to $120 from $117

* Southwest Airlines Co LUV.N: Jefferies cuts target price to $30 from $33

* Steven Madden Ltd SHOO.O: UBS raises target price to $26 from $23

* Synovus Financial Corp SNV.N: Raymond James cuts to market perform from outperform

* Sysco Corp SYY.N: UBS raises target price to $91 from $83

* Take-Two Interactive TTWO.O: Wells Fargo initiates coverage with overweight rating

* Take-Two Interactive TTWO.O: Wells Fargo initiates coverage with PT $265

* Talen Energy Corp TLN.O: Jefferies raises target price to $436 from $380

* Talen Energy Corp TLN.O: JP Morgan raises target price to $401 from $338

* Tapestry Inc TPR.N: JP Morgan raises target price to $145 from $104

* Teledyne Technologies Inc TDY.N: Jefferies raises target price to $640 from $555

* Textron Inc TXT.N: UBS raises target price to $88 from $73

* Textron Inc TXT.N: UBS raises to neutral from sell

* Tractor Supply Co TSCO.O: Mizuho raises target price to $64 from $58

* Travel + Leisure Co TNL.N: BofA Global Research raises price objective to $68 from $57

* Travel + Leisure Co TNL.N: Jefferies raises target price to $70 from $67

* Tripadvisor Inc TRIP.O: UBS raises target price to $18 from $16

* Ultragenyx Pharmaceutical RARE.O: H.C. Wainwright assumes coverage with buy rating; PT $80

* Urban Outfitters Inc URBN.O: JP Morgan raises target price to $88 from $78

* US Foods Holding Corp USFD.N: UBS raises target price to $96 from $84

* USCB Financial Holdings Inc USCB.O: Raymond James raises to outperform from market perform

* Valero Energy Corp VLO.N: Piper Sandler raises target price to $168 from $159

* Victoria'S Secret & Co VSCO.N: JP Morgan raises target price to $27 from $22

* Virtus Investment Partners Inc VRTS.N: TD Cowen raises target price to $190 from $167

* Wayfair Inc W.N: Piper Sandler raises target price to $75 from $61

* Weatherford International Plc WFRD.O: Piper Sandler raises PT to $73 from $62

* Weatherford International Plc WFRD.O: Piper Sandler raises to overweight from neutral

* Wex, Inc. WEX.N: Barclays raises target price to $170 from $135

* Weyerhaeuser Co WY.N: Truist Securities cuts target price to $29 from $30

* Wolverine World Wide Inc WWW.N: UBS raises target price to $30 from $22

(Compiled by Bengaluru Newsroom)

((Diaries@thomsonreuters.com))

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