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U.S. RESEARCH ROUNDUP-Carvana, Marvell Technology, Wayfair

ReutersOct 1, 2025 5:33 PM

- Wall Street securities analysts revised their ratings and price targets on several U.S.-listed companies, including Carvana, Marvell Technology and Wayfair, on Wednesday.

HIGHLIGHTS

Axsome Therapeutics Inc AXSM.O: B. Riley initiates coverage with buy rating

Carvana CVNA.N: Jefferies raises to buy from hold

Marvell Technology Inc MRVL.O: TD Cowen cuts to hold from buy

Pool Corp POOL.O: KeyBanc initiates coverage with sector weight rating

Wayfair Inc W.N: Canaccord Genuity raises target price to $100 from $84

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

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

Aardvark Therapeutics Inc AARD.O: Jonestrading initiates coverage with price target $33

AECOM ACM.N: Argus Research raises target price to $155

Aerovironment Inc AVAV.O: Jefferies raises target price to $365 from $320

Alaska Air Group Inc ALK.N: Raymond James cuts target price to $68 from $70

Allegiant Travel Co ALGT.O: Barclays raises target price to $60 from $52

Ally Financial Inc ALLY.N: KBW cuts target price to $51 from $56

American Airlines AAL.O: Jefferies raises target price to $13 from $12

American Express Co AXP.N: KBW raises target price to $394 from $371

Ameriprise Financial AMP.N: BofA Global Research raises price objective to $599 from $581

Applovin Corp APP.O: BofA Global Research raises price objective to $860 from $580

Applovin Corp APP.O: Citigroup raises target price to $850 from $600

Arcbest Corp ARCB.O: TD Cowen cuts target price to $67 from $72

Ares Capital Corp ARCC.O: JP Morgan cuts target price to $22 from $23

Arthur J. Gallagher & Co AJG.N: Jefferies raises target price to $335 from $326

AST Spacemobile Inc ASTS.O: Barclays raises target price to $60 from $37

Astera Labs Inc ALAB.O: TD Cowen initiates coverage with hold rating; target price $200

AT&T Inc T.N: Barclays cuts to equal weight from overweight

Autodesk Inc ADSK.O: HSBC raises to buy from hold; raises target price to $388 from $343

Axsome Therapeutics Inc AXSM.O: B. Riley initiates coverage with buy rating

Axsome Therapeutics Inc AXSM.O: B. Riley initiates coverage with target price $179

Baldwin Insurance Group Inc BWIN.O: Jefferies cuts target price to $32 from $38

Bank of America BAC.N: RBC raises target price to $56 from $53

BILL Holdings Inc BILL.N: KBW raises target price to $56 from $46

Blackstone Secured Lending Fund BXSL.N: JP Morgan cuts target price to $29 from $30.50

BNY BK.N: RBC raises target price to $115 from $98

Boston Scientific Corp BSX.N: BTIG raises target price to $132 from $127

Boston Scientific Corp BSX.N: Canaccord Genuity raises target price to $132 from $131

Boston Scientific Corp BSX.N: Leerink Partners raises target price to $128 from $127

Boston Scientific Corp BSX.N: Truist Securities raises target price to $129 from $125

Bread Financial Holdings Inc BFH.N: KBW cuts target price to $71 from $88

Brown & Brown Inc BRO.N: Jefferies raises target price to $106 from $104

BRT Apartments Corp BRT.N: B. Riley cuts target price to $19.50 from $21

Builders Firstsource Inc BLDR.N: KeyBanc initiates coverage with overweight rating

Builders Firstsource Inc BLDR.N: KeyBanc initiates coverage with price target $145

Carlyle Secured Lending Inc CGBD.O: JP Morgan cuts target price to $12.50 from $13.50

Carlyle Secured Lending Inc CGBD.O: JP Morgan raises to neutral from underweight

Carnival Corp CCL.N: Citigroup raises target price to $38 from $37

Carvana CVNA.N: Jefferies raises target price to $475 from $385

Carvana CVNA.N: Jefferies raises to buy from hold

Charles Schwab SCHW.N: BofA Global Research raises price objective to $86 from $84

Chime Financial Inc CHYM.O: KBW cuts target price to $35 from $42

Citigroup C.N: RBC raises target price to $112 from $91

Citizens Financial CFG.N: RBC raises target price to $56 from $51

Clorox CLX.N: Barclays cuts target price to $112 from $118

Clorox CLX.N: TD Cowen cuts target price to $117 from $120

Coinbase Global Inc COIN.O: BofA Global Research cuts price objective to $340 from $369

Coinbase Global Inc COIN.O: BTIG initiates coverage with buy rating; price target $410

Colgate-Palmolive Co CL.N: Barclays cuts target price to $82 from $87

Corpay Inc CPAY.N: KBW cuts target price to $400 from $445

Cytokinetics Inc CYTK.O: Stifel cuts target price to $95 from $96

Dell Technologies Inc DELL.N: BofA Global Research raises price objective to $170 from $167

Delta Air Lines Inc DAL.N: Jefferies raises target price to $70 from $62

Delta Air Lines Inc DAL.N: Jefferies raises to buy from hold

Douglas Emmett Inc DEI.N: JP Morgan raises target price to $18 from $17

Dover Corp DOV.N: Barclays cuts target price to $190 from $193

DR Horton Inc DHI.N: Citigroup raises target price to $175 from $162

Draftkings Inc DKNG.O: Citigroup cuts target price to $56 from $58

Draftkings Inc DKNG.O: Northland Capital cuts to underperform rating

Draftkings Inc DKNG.O: Oppenheimer cuts target price to $55 from $60

Enanta Pharmaceuticals Inc ENTA.O: Jefferies raises to buy from hold

Enanta Pharmaceuticals Inc ENTA.O: Jefferies raises target price to $20 from $14

EOG Resources Inc EOG.N: JP Morgan cuts target price to $131 from $132

Equifax Inc EFX.N: Seaport Research Partners initiates coverage with neutral rating

Euronet Worldwide Inc EEFT.O: KBW cuts target price to $100 from $110

Expand Energy Corp EXE.O: JP Morgan cuts target price to $130 from $141

Fair Isaac Corp FICO.N: Seaport Research Partners initiates coverage with buy rating

Fair Isaac Corp FICO.N: Seaport Research Partners initiates coverage with target price $1,600

First Solar FSLR.O: Deutsche Bank raises target price to $255 from $225

FIS FIS.N: KBW cuts target price to $85 from $88

Freeport-Mcmoran Inc FCX.N: RBC cuts target price to $48 from $54

FS KKR Capital Corp FSK.N: JP Morgan cuts target price to $15 from $18

Galaxy Digital Inc GLXY.O: Piper Sandler raises target price to $42 from $36

GE Vernova Inc GEV.N: RBC cuts target price to $605 from $631

GE Vernova Inc GEV.N: RBC cuts to sector perform from outperform

Goldman Sachs GS.N: RBC raises target price to $843 from $750

Grocery Outlet Holding Corp GO.O: TD Cowen raises target price to $18 from $16

Grocery Outlet Holding Corp GO.O: Telsey Advisory Group raises target price to $20 from $16

Grocery Outlet Holding Corp GO.O: Telsey Advisory Group raises to outperform from market perform

Harrow Inc HROW.O: B. Riley raises target price to $74 from $70

HF Sinclair Corp DINO.N: Barclays raises target price to $54 from $45

Howard Hughes HHH.N: Piper Sandler raises target price to $95 from $85

Interpublic Group of Companies Inc IPG.N: JP Morgan raises target price to $35 from $33

Iridium Communications Inc IRDM.O: Barclays cuts target price to $25 from $31

Jack Henry & Associates Inc JKHY.O: KBW cuts target price to $170 from $178

JP Morgan JPM.N: RBC raises target price to $343 from $305

Kenvue Inc KVUE.N: Barclays cuts target price to $17 from $20

Keurig DR Pepper Inc KDP.O: TD Cowen cuts target price to $28 from $36

Keycorp KEY.N: RBC raises target price to $20 from $19

Kimberly-Clark Corp KMB.O: Barclays cuts target price to $131 from $139

Knife River Corporation KNF.N: Oppenheimer cuts target price to $100 from $120

Kymera Therapeutics KYMR.O: Oppenheimer raises target price to $63 from $53

Lamb Weston Holdings Inc LW.N: Bernstein raises target price to $65 from $62

Lamb Weston Holdings Inc LW.N: Deutsche Bank raises target price to $61 from $59

Lamb Weston Holdings Inc LW.N: JP Morgan raises target price to $62 from $57

Lamb Weston Holdings Inc LW.N: Stifel raises target price to $63 from $61

Lamb Weston Holdings Inc LW.N: TD Cowen raises target price to $60 from $58

Levi Strauss & Co LEVI.N: BofA Global Research raises price objective to $27 from $26

Life360 Inc LIF.O: Canaccord Genuity raises target price to $115 from $90

LPL Financial Holdings Inc LPLA.O: BofA Global Research raises price objective to $463 from $459

M&T Bank Corp MTB.N: RBC raises target price to $210 from $200

MACOM Technology Solutions Holdings Inc MTSI.O: TD Cowen initiates coverage with buy rating

MACOM Technology Solutions Holdings Inc MTSI.O: TD Cowen initiates coverage with target price $150

Magnolia Oil & Gas Corp MGY.N: JP Morgan raises target price to $27 from $25

Marqeta Inc MQ.O: KBW cuts target price to $6 from $6.5

Marsh & Mclennan MMC.N: Jefferies cuts target price to $224 from $229

Marvell Technology Inc MRVL.O: Stifel raises target price to $95 from $80

Marvell Technology Inc MRVL.O: TD Cowen cuts target price to $85 from $90

Marvell Technology Inc MRVL.O: TD Cowen cuts to hold from buy

Mastec Inc MTZ.N: Jefferies raises target price to $252 from $218

Mercury Systems Inc MRCY.O: RBC raises target price to $90 from $55

Mercury Systems Inc MRCY.O: RBC raises to outperform from sector perform

Midcap Financial Investment MFIC.O: JP Morgan cuts target price to $12 from $12.50

Moody's Corp MCO.N: Deutsche Bank raises to buy from hold

Moody's Corp MCO.N: Seaport Research Partners initiates coverage with buy rating

Moody's Corp MCO.N: Seaport Research Partners initiates coverage with target price $528

Morgan Stanley MS.N: RBC raises target price to $171 from $145

Morgan Stanley Direct Lending Fund MSDL.N: JP Morgan cuts target price to $16 from $18

MSCI Inc MSCI.N: Seaport Research Partners initiates coverage with buy rating

MSCI Inc MSCI.N: Seaport Research Partners initiates coverage with target price $650

MYR Group Inc MYRG.O: KeyBanc cuts to sector weight from overweight

Navient Corp NAVI.O: KBW cuts target price to $14.5 from $15

Nike Inc NKE.N: Barclays raises target price to $70 from $65

Nike Inc NKE.N: HSBC raises target price to $90 from $88

Nike Inc NKE.N: JP Morgan raises target price to $100 from $93

Nike Inc NKE.N: Morgan Stanley raises target price to $72 from $70

Nike Inc NKE.N: Piper Sandler raises target price to $84 from $80

Nike Inc NKE.N: Stifel raises target price to $68 from $64

Nike Inc NKE.N: TD Cowen raises target price to $86 from $85

NiSource Inc NI.N: Jefferies raises target price to $46 from $44

Northern Trust Corp NTRS.O: RBC raises target price to $139 from $123

Omnicom Group Inc OMC.N: JP Morgan raises target price to $103 from $96

Palmer Square Capital BDC Inc PSBD.N: JP Morgan cuts target price to $12 from $14

Palmer Square Capital BDC Inc PSBD.N: JP Morgan cuts to neutral from overweight

Parker-Hannifin Corp PH.N: Barclays raises target price to $785 from $776

Paychex Inc PAYX.O: BMO cuts target price to $140 from $143

Paychex Inc PAYX.O: Jefferies cuts target price to $130 from $140

Paychex Inc PAYX.O: JP Morgan cuts target price to $140 from $153

Paychex Inc PAYX.O: Stifel cuts target price to $137 from $142

Paychex Inc PAYX.O: TD Cowen cuts target price to $126 from $140

Peloton PTON.O: JP Morgan raises target price to $9 from $8

Penguin Solutions Inc PENG.O: Rosenblatt Securities ups target price to $36 from $27

Pennantpark Investment Corp PNNT.N: JP Morgan cuts target price to $6.50 from $7

PG&E Corp PCG.N: Barclays raises target price to $21 from $20

Piedmont Realty Trust Inc PDM.N: JP Morgan raises target price to $9 from $8

PNC Financial Services PNC.N: RBC raises target price to $219 from $195

Pool Corp POOL.O: KeyBanc initiates coverage with sector weight rating

Popular Inc BPOP.O: RBC raises target price to $137 from $125

Protagonist Therapeutics Inc PTGX.O: JP Morgan raises target price to $68 from $66

Pultegroup Inc PHM.N: Citigroup raises target price to $143 from $132

QXO Inc QXO.N: KeyBanc initiates coverage with overweight rating; price target $28

Raymond James Financial Inc RJF.N: BofA Global Research cuts price objective to $173 from $176

Repligen Corp RGEN.O: HSBC initiates coverage with buy rating; target price $150

Robinhood Markets Inc HOOD.O: BofA Global Research raises price objective to $157 from $139

Runway Growth Finance Corp RWAY.O: JP Morgan cuts target price to $10 from $10.50

S&P Global Inc SPGI.N: Seaport Research Partners initiates coverage with buy rating

S&P Global Inc SPGI.N: Seaport Research Partners initiates coverage with target price $540

Sallie Mae SLM.O: KBW cuts target price to $31 from $37

Semtech Corp SMTC.O: Stifel raises target price to $80 from $57

Semtech Corp SMTC.O: TD Cowen initiates coverage with buy rating; target price $75

Shift4 Payments Inc FOUR.N: KBW cuts target price to $90 from $100

Sixth Street Specialty Lending Inc TSLX.N: JP Morgan cuts to neutral from overweight

Skywest Inc SKYW.O: Raymond James raises to strong buy from outperform

Slr Investment Corp SLRC.O: JP Morgan cuts target price to $15 from $16

Soleno Therapeutics Inc SLNO.O: Stifel cuts target price to $115 from $118

Southwest Airlines Co LUV.N: Jefferies raises target price to $31 from $30

State Street Corp STT.N: RBC raises target price to $125 from $105

Sunrun Inc RUN.O: Deutsche Bank raises target price to $20 from $11

Sunrun Inc RUN.O: Jefferies raises target price to $21 from $11

Sunrun Inc RUN.O: Jefferies raises to buy from hold

Synchrony Financial SYF.N: KBW raises target price to $86 from $82

Toast Inc TOST.N: KBW cuts target price to $42 from $50

Toll Brothers Inc TOL.N: Citigroup raises target price to $147 from $138

TransUnion TRU.N: Seaport Research Partners initiates coverage with neutral rating

United Airlines UAL.O: Jefferies raises target price to $125 from $115

United Natural Foods Inc UNFI.N: BMO raises target price to $48 from $36

Unity Software Inc U.N: Citigroup raises target price to $50 from $44

Upwork Inc UPWK.O: Canaccord Genuity raises target price to $22 from $20

US Bancorp USB.N: RBC raises target price to $53 from $50

Vail Resorts MTN.N: Deutsche Bank cuts target price to $159 from $165

Verisk Analytics Inc VRSK.O: Seaport Research Partners initiates coverage with buy rating

Verisk Analytics Inc VRSK.O: Seaport Research Partners initiates coverage with target price $280

Viasat Inc VSAT.O: Barclays cuts to underweight from equal-weight

Viasat Inc VSAT.O: Barclays raises target price to $23 from $10

Victoria's Secret & Co VSCO.N: Telsey Advisory Group ups target price to $29 from $24

Wayfair Inc W.N: Canaccord Genuity raises target price to $100 from $84

Weatherford International Plc WFRD.O: Capital One Securities raises PT to $78 from $74

Western Union WU.N: KBW cuts target price to $9 from $10

Whitefiber Inc WYFI.O: H.C. Wainwright initiates coverage with buy rating

Whitehorse Finance Inc WHF.O: JP Morgan cuts target price to $6.5 from $8

Zeta Global Holdings Corp ZETA.N: Canaccord Genuity raises PT to $30 from $28

Zeta Global Holdings Corp ZETA.N: Needham raises target price to $25 from $20

Zymeworks Inc ZYME.O: JP Morgan raises target price to $20 from $18

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