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U.S. RESEARCH ROUNDUP- Axon Enterprise, Berkshire Hathaway, Idexx Laboratories

ReutersAug 5, 2025 6:17 PM

- Wall Street securities analysts revised their ratings and price targets on several U.S.-listed companies, including Axon Enterprise, Berkshire Hathaway and Idexx Laboratories, on Tuesday.

HIGHLIGHTS

* Axon Enterprise Inc AXON.O: JP Morgan raises target price to $925.00 from $850.00

* Berkshire Hathaway BRKa.N: UBS raises target price to $895247 from $892120

* Idexx Laboratories Inc IDXX.O: BTIG raises target price to $785 from $545

* Republic Services Inc RSG.N: TD Cowen cuts target price to $250 from $255

* Waters Corp WAT.N: Jefferies cuts target price to $385 from $435

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

* Abbvie Inc ABBV.N: HSBC raises target price to $210 from $205

* Aecom ACM.N: BofA Global Research raises price objective to $124 from $112.5

* Aeva Technologies Inc AEVA.O: Canaccord Genuity raises target price to $24 from $16

* Airbnb Inc ABNB.O: TD Cowen raises target price to $145 from $130

* Akamai Technologies Inc AKAM.O: Morgan Stanley cuts target price to $85.00 from $90.00

* Akamai Technologies Inc AKAM.O: Morgan Stanley cuts to underweight from equal-weight

* Allegiant Travel ALGT.O: Morgan Stanley cuts target price to $80.00 from $83.00

* Allegiant Travel ALGT.O: Deutsche Bank cuts target price to $50 from $54

* Allison Transmission Holdings Inc ALSN.N: BofA Global Research raises price objective to $84 from $79

* Allison Transmission Holdings Inc ALSN.N: Citigroup cuts target price to $95 from $105

* Amalgamated Financial AMAL.O: Piper Sandler cuts target price to $27 from $34

* Amalgamated Financial AMAL.O: Piper Sandler cuts to underweight from neutral

* Ameresco Inc AMRC.N: Canaccord Genuity raises target price to $36 from $29

* APA Corporation APA.O: Stephens initiates coverage with equal-weight rating; PT $24

* Asbury Automotive Group Inc ABG.N: JP Morgan cuts target price to $215 from $225

* Autonation AN.N: JP Morgan raises target price to $200 from $185

* Axon Enterprise Inc AXON.O: JP Morgan raises target price to $925.00 from $850.00

* Axon Enterprise Inc AXON.O: Needham raises target price to $870 from $820

* Axon Enterprise Inc AXON.O: Raymond James raises target price to $855.00 from $645.00

* Axon Enterprise Inc AXON.O: TD Cowen raises target price to $925 from $825

* Axon Enterprise Inc AXON.O: UBS raises target price to $840 from $820

* Axsome Therapeutics Inc AXSM.O: RBC raises target price to $189 from $184

* Bar Harbor Bankshares BHB.A: Piper Sandler raises target price to $35 from $34

* Bar Harbor Bankshares BHB.A: Piper Sandler raises to overweight from neutral

* Berkshire Hathaway BRKa.N: UBS raises target price to $895247 from $892120

* Berkshire Hathaway BRKb.N: UBS raises target price to $597 from $595

* Biomarin Pharmaceutical Inc BMRN.O: Citigroup cuts target price to $75 from $78

* Biomarin Pharmaceutical Inc BMRN.O: JP Morgan raises target price to $116 from $113

* Biomarin Pharmaceutical Inc BMRN.O: Morgan Stanley raises PT to $104.00 from $96.00

* Biomarin Pharmaceutical Inc BMRN.O: UBS raises target price to $114 from $113

* Block Inc XYZ.N: Morgan Stanley cuts to equal-weight from overweight

* Boot Barn Holdings Inc BOOT.N: Stephens raises target price to $142 from $132

* Brown & Brown Inc BRO.N: Jefferies cuts target price to $104 from $116

* Bruker Corp BRKR.O: Jefferies cuts target price to $60 from $70

* Bruker Corp BRKR.O: JP Morgan cuts target price to $50.00 from $60.00

* Bruker Corp BRKR.O: Stifel cuts target price to $40 from $48

* Bruker Corp BRKR.O: TD Cowen cuts target price to $40 from $47

* Builders Firstsource Inc BLDR.N: D.A. Davidson cuts target price to $125 from $135

* BWX Technologies Inc BWXT.N: Truist Securities raises target price to $145 from $114

* Cabot Corp CBT.N: UBS raises target price to $82 from $81

* Cava Group Inc CAVA.N: UBS cuts target price to $96 from $112

* Cigna CI.N: Deutsche Bank raises target price to $415 from $372

* Cincinnati Financial Corp CINF.O: KBW raises target price to $168 from $167

* Cisco Systems Inc CSCO.O: UBS raises target price to $74 from $70

* Cloudflare NET.N: Argus Research raises target price to $238 from $205

* Coinbase Global Inc COIN.O: Mizuho raises target price to $267 from $217

* CommScope Holding Company COMM.O: Morgan Stanley raises target to $17.00 from $4.00

* CommScope Holding Company COMM.O: Morgan Stanley ups to equal-weight from underweight

* CommScope Holding Company COMM.O: Raymond James raises to outperform from underperform

* Corbus Pharmaceuticals Holdings Inc CRBP.O: RBC cuts target price to $55 from $58

* CSW Industrials Inc CSW.N: Truist Securities cuts target price to $273 from $337

* Datadog Inc DDOG.O: D.A. Davidson raises target price to $160 from $125

* Datadog Inc DDOG.O: Jefferies raises target price to $160 from $135

* Denny's Corp DENN.O: Truist Securities cuts target price to $6 from $7

* Diamondback Energy Inc FANG.O: Mizuho raises target price to $183 from $179

* Eastman Chemical Co EMN.N: JP Morgan cuts target price to $60 from $76

* Encompass Health EHC.N: BofA Global Research raises price objective to $145 from $140

* Energizer Holdings Inc ENR.N: JP Morgan raises target price to $30.00 from $28.00

* Energizer Holdings Inc ENR.N: Morgan Stanley raises target to $28.00 from $27.00

* Energizer Holdings Inc ENR.N: UBS raises target price to $29 from $23

* Equity Residential EQR.N: Stifel raises target price to $80.5 from $80

* Essex Property Trust Inc ESS.N: Scotiabank cuts target price to $309 from $320

* Everquote Inc EVER.O: JP Morgan cuts target price to $29.00 from $30.00

* Expedia Group Inc EXPE.O: TD Cowen raises target price to $195 from $170

* Exxon Mobil Corporation XOM.N: HSBC raises target price to $120 from $119

* First Solar Inc FSLR.O: UBS raises target price to $275 from $255

* Fluor FLR.N: Truist Securities cuts target price to $52 from $59

* Ford F.N: RBC raises target price to $11 from $10

* Freshpet Inc FRPT.O: Benchmark cuts target price to $95 from $120

* Freshpet Inc FRPT.O: Truist Securities cuts target price to $70 from $80

* Fulgent Genetics Inc FLGT.O: UBS raises target price to $30 from $20

* Fulgent Genetics Inc FLGT.O: UBS raises to buy from neutral

* Generac Holdings Inc GNRC.N: Stephens raises target price to $250 from $175

* Globe Life Inc GL.N: Morgan Stanley raises target price to $166.00 from $135.00

* Globe Life Inc GL.N: Morgan Stanley raises to overweight from equal-weight

* Group 1 Automotive Inc GPI.N: JP Morgan raises target price to $425 from $415

* Heidrick & Struggles International HSII.O: Truist Securities ups PT to $48 from $46

* Ichor Holdings Ltd ICHR.O: D.A. Davidson cuts target price to $35 from $45

* Ichor Holdings Ltd ICHR.O: Stifel cuts target price to $23 from $25

* Ichor Holdings Ltd. ICHR.O: Oppenheimer cuts target price to $21 from $25

* Idex Corp IEX.N: TD Cowen cuts target price to $200 from $225

* Idexx Laboratories Inc IDXX.O: BTIG raises target price to $785 from $545

* Idexx Laboratories Inc IDXX.O: Jefferies raises target price to $785 from $625

* Idexx Laboratories Inc IDXX.O: JP Morgan raises target price to $675.00 from $550.00

* Idexx Laboratories Inc IDXX.O: Morgan Stanley raises target to $722.00 from $626.00

* Incyte INCY.O: Argus Research raises target price to $90

* Inspire Medical Systems Inc INSP.N: BofA Global Research cuts price objective to $150 from $255

* Inspire Medical Systems Inc INSP.N: JP Morgan cuts target to $110.00 from $195.00

* Inspire Medical Systems Inc INSP.N: JP Morgan cuts to neutral from overweight

* Inspire Medical Systems Inc INSP.N: Keybanc cuts to sector weight from overweight

* Inspire Medical Systems Inc INSP.N: Keybanc cuts to sector weight from overweight

* Inspire Medical Systems Inc INSP.N: Mizuho cuts target price to $170 from $215

* Inspire Medical Systems Inc INSP.N: Piper Sandler cuts target price to $150 from $233

* Inspire Medical Systems Inc INSP.N: RBC cuts target price to $180 from $215

* Inspire Medical Systems Inc INSP.N: Stifel cuts target price to $140 from $175

* Inspire Medical Systems Inc INSP.N: Truist Securities cuts target to $125 from $190

* Inspire Medical Systems Inc INSP.N: Truist Securities cuts to hold from buy

* Inspire Medical Systems Inc INSP.N: UBS cuts target price to $230 from $270

* International Paper Co IP.N: JP Morgan cuts target price to $54 from $55

* Lattice Semiconductor Corp LSCC.O: BofA Global Research raises price objective to $52 from $50

* Lattice Semiconductor Corp LSCC.O: TD Cowen cuts target price to $57 from $62

* Lava Therapeutics N.V. LVTX.O: H.C. Wainwright cuts target price to $1.24 from $1.5

* Lithia Motors Inc LAD.N: Citigroup raises target price to $383 from $378

* Lithia Motors Inc LAD.N: JP Morgan cuts target price to $315 from $335

* Liveramp Holdings Inc RAMP.N: Benchmark raises target price to $51 from $48

* Madrigal Pharmaceuticals Inc MDGL.O: Canaccord Genuity raises PT to $428 from $420

* Marriott Vacations Worldwide VAC.N: Stifel cuts target price to $101 from $103

* Martin Marietta Materials Inc MLM.N: BofA Global Research raises price objective to $643 from $577

* Martin Marietta Materials Inc MLM.N: HSBC raises target price to $695 from $640

* MBX Biosciences Inc MBX.O: Mizuho initiates coverage with outperform rating; price target $38

* Merit Medical Systems Inc MMSI.O: Canaccord Genuity cuts target to $103 from $112

* Mr Cooper Group Inc COOP.O: UBS raises target price to $178 from $156

* Navitas Semiconductor NVTS.O: Deutsche Bank cuts target price to $6 from $7

* Navitas Semiconductor Corp NVTS.O: Jefferies raises target price to $6.5 from $2.5

* Navitas Semiconductor Corp NVTS.O: Morgan Stanley cuts target to $4.40 from $4.60

* Navitas Semiconductor Corp NVTS.O: Needham raises target price to $8.00 from $3.00

* Nextera Energy Inc NEE.N: Jefferies raises target price to $77 from $74

* ON Semiconductor Corp ON.O: UBS cuts target price to $50 from $55

* ON Semiconductor Corp ON.O: Morgan Stanley cuts target price to $52.00 from $54.00

* Onsemi ON.O: Benchmark raises target price to $60 from $50

* Onsemi ON.O: BofA Global Research cuts to neutral from buy; cuts PT to $56 from $70

* Onsemi ON.O: JP Morgan raises target price to $56.00 from $48.00

* Onsemi ON.O: Mizuho cuts target price to $68 from $72

* Onsemi ON.O: Needham raises target price to $58.00 from $50.00

* Onsemi ON.O: Piper Sandler raises target price to $60 from $50

* Onsemi ON.O: Rosenblatt Securities cuts target price to $50.00 from $55.00

* Onsemi ON.O: Susquehanna cuts target price to $65.00 from $75.00

* Onsemi ON.O: TD Cowen cuts target price to $55 from $68

* Onsemi ON.O: Truist Securities raises target price to $49 from $43

* Oracle Corp ORCL.N: BofA Global Research raises price objective to $295 from $220

* Oshkosh Corp OSK.N: UBS raises target price to $164 from $149

* Palantir Technologies Inc PLTR.O: BofA Global Research ups price objective to $180 from $150

* Palantir Technologies Inc PLTR.O: D.A. Davidson raises target price to $170 from $115

* Palantir Technologies Inc PLTR.O: Deutsche Bank raises target price to $160 from $80

* Palantir Technologies Inc PLTR.O: Deutsche Bank raises to hold from sell

* Palantir Technologies Inc PLTR.O: Mizuho raises target price to $165 from $135

* Palantir Technologies Inc PLTR.O: Morgan Stanley raises target price to $155 from $98

* Palantir Technologies Inc PLTR.O: RBC raises target price to $45 from $40

* Palantir Technologies Inc PLTR.O: UBS raises target price to $165 from $110

* Palantir Technologies Inc PLTR.O: Wedbush raises target price to $200 from $160

* Palantir Technologies Inc PLTR.O: Morgan Stanley raises target to $155.00 from $98.00

* Penske Automotive Group Inc PAG.N: Citigroup raises target price to $200 from $195

* Penske Automotive Group Inc PAG.N: JP Morgan raises target price to $175 from $155

* Penske Automotive Group Inc PAG.N: JP Morgan raises to neutral from underweight

* Postal Realty Trust Inc PSTL.N: Stifel cuts target price to $17.75 from $18.25

* Praxis Precision Medicines Inc PRAX.O: H.C. Wainwright raises target to $115 from $105

* Primoris Services Corp PRIM.N: UBS raises target price to $110 from $100

* Progressive Corp PGR.N: BofA Global Research raises price objective to $339 from $336

* Quanta Services Inc PWR.N: TD Cowen raises target price to $425 from $355

* Ralph Lauren Corp RL.N: Needham raises target price to $335.00 from $310.00

* Ramaco Resources Inc METC.O: Benchmark raises target price to $24 from $14

* RBC Bearings Inc RBC.N: Morgan Stanley raises target price to $455.00 from $415.00

* Republic Services Inc RSG.N: TD Cowen cuts target price to $250 from $255

* Roblox Corp (Pre-Reincorporation) RBLX.N: Jefferies raises target to $126 from $115

* Rocket Companies Inc RKT.N: UBS raises target price to $16 from $14

* SBA Communications Corp SBAC.O: JP Morgan raises target price to $245.00 from $240.00

* SBA Communications Corp SBAC.O: TD Cowen cuts target price to $249 from $263

* Selective Insurance Group Inc SIGI.O: BMO cuts target price to $88 from $96

* Selective Insurance Group Inc SIGI.O: Morgan Stanley cuts PT to $72.00 from $86.00

* Selective Insurance Group Inc SIGI.O: Morgan Stanley cuts to underweight from equal-weight

* Sensei Biotherapeutics Inc SNSE.O: H.C. Wainwright adjusts PT to $30 from $5 to reflect 1-for-20 reverse stock split

* SI-BONE Inc SIBN.O: Morgan Stanley raises target price to $20.00 from $19.00

* Simon Property Group Inc SPG.N: Stifel cuts target price to $179 from $180

* Southern Co SO.N: Citigroup raises target price to $107 from $104

* Tidewater Inc TDW.N: zephirin Group raises price objective by $5 to $35

* Trex Company Inc TREX.N: Deutsche Bank raises target price to $92 from $85

* Trex Company Inc TREX.N: D.A. Davidson raises target price to $65 from $60

* Trex Company Inc TREX.N: Jefferies raises target price to $68 from $60

* Trex Company Inc TREX.N: UBS raises target price to $74 from $72

* Twist Bioscience Corp TWST.O: JP Morgan cuts target price to $25 from $33

* Twist Bioscience Corp TWST.O: TD Cowen cuts target price to $36 from $58

* Tyler Technologies Inc TYL.N: D.A. Davidson raises target price to $585 from $570

* Tyson Foods Inc TSN.N: Bernstein cuts target price to $58 from $59

* Tyson Foods Inc TSN.N: HSBC raises target price to $63 from $62

* UnitedHealth UNH.N: Piper Sandler cuts target price to $280 from $317

* V2X Inc VVX.N: Stifel raises target price to $63 from $55

* V2X Inc VVX.N: Truist Securities raises target price to $58 from $55

* Vertex Pharmaceuticals VRTX.O: Morgan Stanley cuts target to $439.00 from $460.00

* Vertex Pharmaceuticals Inc VRTX.O: Bernstein raises target price to $471 from $462

* Vertex Pharmaceuticals Inc VRTX.O: BMO cuts target price to $530 from $557

* Vertex Pharmaceuticals Inc VRTX.O: Canaccord Genuity cuts target price to $411 from $424

* Vertex Pharmaceuticals Inc VRTX.O: Citigroup cuts target price to $550 from $575

* Vertex Pharmaceuticals Inc VRTX.O: Leerink Partners cuts PT to $458.00 from $503.00

* Vertex Pharmaceuticals Inc VRTX.O: RBC cuts target price to $405 from $430

* Vertex Pharmaceuticals Inc VRTX.O: Scotiabank cuts target price to $438 from $442

* Vertex Pharmaceuticals Inc VRTX.O: Stifel cuts target price to $455 from $494

* Vertex Pharmaceuticals Inc VRTX.O: Truist Securities cuts target to $490 from $520

* Vertex Pharmaceuticals Inc VRTX.O: UBS cuts target price to $553 from $582

* Vertex Pharmaceuticals Inc VRTX.O: H.C. Wainwright cuts target to $478 from $550

* Vontier Corp VNT.N: Argus Research raises to buy from hold

* Vontier Corp VNT.N: UBS raises target price to $50 from $47

* Waters WAT.N: Deutsche Bank cuts target price to $315 from $375

* Waters Corp WAT.N: Bernstein cuts target price to $360 from $400

* Waters Corp WAT.N: Jefferies cuts target price to $385 from $435

* Waters Corp WAT.N: JP Morgan cuts target price to $300.00 from $350.00

* Waters Corp WAT.N: TD Cowen cuts target price to $322 from $333

* Wayfair Inc W.N: Deutsche Bank raises target price to $83 from $60

* Wayfair Inc W.N: Bernstein raises target price to $70 from $50

* Wayfair Inc W.N: BMO raises target price to $68 from $38

* Wayfair Inc W.N: Canaccord Genuity raises target price to $84 from $70

* Wayfair Inc W.N: Citigroup raises to buy from neutral; raises target to $93 from $32

* Wayfair Inc W.N: Jefferies raises target price to $74 from $60

* Wayfair Inc W.N: JP Morgan raises target price to $82 from $75

* Wayfair Inc W.N: Mizuho raises target price to $88 from $50

* Wayfair Inc W.N: Morgan Stanley raises target price to $105.00 from $70.00

* Wayfair Inc W.N: Needham raises target price to $83.00 from $40.00

* Wayfair Inc W.N: Piper Sandler raises target price to $95 from $75

* Wayfair Inc W.N: Raymond James raises target price to $90.00 from $55.00

* Wayfair Inc W.N: RBC raises target price to $51 from $25

* Wayfair Inc W.N: Stifel raises target price to $68 from $56

* Wayfair Inc W.N: TD Cowen raises target price to $68 from $52

* Wayfair Inc W.N: Truist Securities raises target price to $80 from $40

* Wayfair Inc W.N: UBS raises target price to $91 from $80

* Wayfair Inc W.N: Wedbush raises target price to $70 from $40

* Wolverine World Wide Inc WWW.N: Piper Sandler raises target price to $25 from $20

* Xylem Inc XYL.N: UBS raises target price to $168 from $164

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