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U.S. RESEARCH ROUNDUP-Amazon, Insulet, Vertex

ReutersSep 29, 2025 5:13 PM

- Wall Street securities analysts revised their ratings and price targets on several U.S.listed companies, including Amazon, Insulet and Vertex, on Monday.

HIGHLIGHTS

Amazon AMZN.O: HSBC raises target price to $260 from $256

Exxon Mobil XOM.N: Gerdes Energy Research cuts to neutral from buy

Insulet Corp PODD.O: Canaccord Genuity raises target price to $399 from $353

TD Synnex SNX.N: JP Morgan raises target price to $175 from $160

Vertex Inc VERX.O: Stephens initiates coverage with overweight rating

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

Aardvark Therapeutics Inc AARD.O: Stifel initiates coverage with buy rating

Aardvark Therapeutics Inc AARD.O: Stifel initiates coverage with target price $24

ACADIA Pharmaceuticals Inc ACAD.O: JP Morgan cuts target price to $33 from $34

Aerovironment Inc AVAV.O: Raymond James raises target price to $348 from $300

Ally Financial Inc ALLY.N: Morgan Stanley raises target price to $52 from $47

Amazon AMZN.O: HSBC raises target price to $260 from $256

American Express Co AXP.N: Morgan Stanley raises target price to $362 from $311

Applovin Corp APP.O: Morgan Stanley raises target price to $750.00 from $480.00

Artivion Inc AORT.N: Canaccord Genuity raises target price to $50 from $41

Artivion Inc AORT.N: Stifel raises target price to $46 from $40

Axos Financial Inc AX.N: KBW raises target price to $100 from $94

Axos Financial Inc AX.N: Needham raises target price to $105 from $102

BlackRock BLK.N: Citigroup raises target price to $1350 from $1200

Bread Financial Holdings Inc BFH.N: Morgan Stanley raises PT to $53 from $51

Capital One Financial Corp COF.N: Morgan Stanley raises PT to $267 from $261

Carmax Inc KMX.N: Seaport Research Partners cuts to neutral from buy

Carmax Inc KMX.N: Stephens cuts target price to $53 from $74

Caterpillar Inc CAT.N: Oppenheimer raises target price to $513 from $480

Chevron Corp CVX.N: TD Cowen raises target price to $160 from $155

Cipher Mining Inc CIFR.O: Rosenblatt Securities raises target price to $14 from $9

Cipher Mining Inc CIFR.O: H.C. Wainwright raises target price to $17 from $7.5

Citizens Financial Group Inc CFG.N: Morgan Stanley raises target price to $71 from $53

Citizens Financial Group Inc CFG.N: Morgan Stanley raises to overweight from equalweight

Comcast Corp CMCSA.O: BofA Global Research cuts price objective to $36 from $38

Core & Main Inc CNM.N: UBS initiates coverage with buy rating and target price $65

Costco Wholesale Corp COST.O: Argus Research raises target price to $1200 from $1170

Costco Wholesale Corp COST.O: Citigroup cuts target price to $990 from $1065

Crinetics Pharmaceuticals Inc CRNX.O: Leerink Partners raises PT to $88 from $80

DT Midstream Inc DTM.N: JP Morgan raises target price to $118 from $114

Dycom Industries Inc DY.N: BofA Global Research ups price objective to $310 from $299

Electronic Arts EA.O: Benchmark raises target price to $250 from $200

Electronic Arts EA.O: Wedbush cuts target price to $200 from $210

Electronic Arts EA.O: Wedbush cuts to neutral from outperform

Enphase Energy Inc ENPH.O: Jefferies raises target price to $41 from $36

Exxon Mobil XOM.N: Gerdes Energy Research cuts to neutral from buy

Fiserv Inc FI.N: Jefferies cuts target price to $130 from $140

GBank Financial Holdings Inc GBFH.O: Jonestrading initiates coverage with buy rating

GBank Financial Holdings Inc GBFH.O: Jonestrading initiates coverage with price target $55

General Dynamics Corp GD.N: Seaport Research Partners raises to buy from neutral

Guardant Health Inc GH.O: Jefferies raises target price to $75 from $60

Heritage Financial Corp HFWA.O: D.A. Davidson raises target price to $29 from $28

Heritage Financial Corp HFWA.O: KBW raises target price to $28 from $26

Idacorp Inc IDA.N: Jefferies raises target price to $144 from $133

Infinity Natural Resources Inc INR.N: Citigroup cuts target price to $18 from $21

Insulet Corp PODD.O: Canaccord Genuity raises target price to $399 from $353

Intel INTC.O: Deutsche Bank raises target price to $30 from $23

Interdigital Inc IDCC.O: Jefferies raises target price to $340 from $320

Invesco Ltd IVZ.N: Citigroup raises target price to $25 from $22

IRhythm Technologies Inc IRTC.O: Canaccord Genuity raises PT to $193 from $170

KB Home KBH.N: JP Morgan cuts target price to $53 from $63

Lam Research LRCX.O: Deutsche Bank raises target price to $150 from $100

Lam Research LRCX.O: Deutsche Bank raises to buy from hold

Madrigal Pharmaceuticals Inc MDGL.O: B. Riley raises target price to $560 from $460

Maze Therapeutics Inc MAZE.O: JP Morgan raises target price to $37 from $27

MBX Biosciences Inc MBX.O: Jefferies raises target price to $66 from $36

Mirion Technologies Inc MIR.N: Northland Capital raises target price to $29 from $26

Monolithic Power Systems MPWR.O: Needham raises target price to $1,025 from $820

Monopar Therapeutics Inc. MNPR.O: H.C. Wainwright raises target price to $105 from $70

NCR Voyix Corp VYX.N: Oppenheimer raises target price to $18 from $16

Nextracker Inc NXT.O: Jefferies raises target price to $84 from $74

NiSource Inc NI.N: BMO raises target price to $47 from $46

NNN REIT Inc NNN.N: B. Riley raises target price to $44 from $43

NVIDIA Corp NVDA.O: Jefferies raises target price to $220 from $205

Phillips 66 PSX.N: Piper Sandler raises target price to $155 from $154

Potlatchdeltic Corp PCH.O: Raymond James cuts target price to $45 from $46

Progressive Corp PGR.N: BofA Global Research raises price objective to $350 from $343

Rayonier Inc RYN.N: Raymond James raises target price to $29 from $28

Rhythm Pharmaceuticals Inc RYTM.O: H.C. Wainwright raises target price to $110 from $100

Riot Platforms Inc RIOT.O: Citigroup raises target price to $24 from $13.75

Riot Platforms Inc RIOT.O: Citigroup raises to buy from neutral

Rocket Companies Inc RKT.N: Morgan Stanley raises target price to $18 from $16

Sallie Mae SLM.O: Morgan Stanley cuts target price to $37 from $40

Scotts MiracleGro Co SMG.N: Jefferies cuts target price to $71 from $79

Shake Shack Inc SHAK.N: Truist Securities cuts target price to $156 from $162

Sofi Technologies Inc SOFI.O: Morgan Stanley raises target price to $18 from $13

Supernus Pharmaceuticals Inc SUPN.O: Jefferies raises target price to $55 from $45

Synchrony Financial SYF.N: Morgan Stanley raises target price to $82 from $72

TD Synnex SNX.N: Barrington Research raises target price to $182 from $156

TD Synnex SNX.N: JP Morgan raises target price to $175 from $160

TD Synnex Corp SNX.N: UBS raises target price to $187 from $154

Trimble Inc TRMB.O: Oppenheimer raises target price to $95 from $94

United Therapeutics Corp UTHR.O: UBS raises target price to $580 from $560

United Therapeutics Corporation UTHR.O: H.C. Wainwright raises target price to $500 from $400

Uwm Holdings Corp UWMC.N: Morgan Stanley raises target price to $6.5 from $4.5

Varonis Systems Inc VRNS.O: UBS raises target price to $70 from $65

Vertex Inc VERX.O: Stephens initiates coverage with overweight rating

Vertex Inc VERX.O: Stephens initiates coverage with price target $30

Welltower Inc WELL.N: Deutsche Bank raises target price to $195 from $179

Western Digital Corp WDC.O: Morgan Stanley raises target price to $171 from $99

Western Digital Corp WDC.O: Rosenblatt Securities raises target price to $125 from $90

Weyerhaeuser Co WY.N: Raymond James cuts target price to $30 from $31

Willscot Holdings Corp WSC.O: Jefferies cuts target price to $23 from $32

Wingstop Inc WING.O: Benchmark cuts target price to $340 from $410

Xcel Energy XEL.O: Barclays raises target price to $81 from $72

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