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U.S. RESEARCH ROUNDUP-KKR, Sirius XM, Workday

ReutersFeb 10, 2026 5:49 PM

- Wall Street securities analysts revised their ratings and price targets on several U.S.-listed companies, including KKR, Sirius XM Holdings Inc and Workday Inc on Tuesday.

HIGHLIGHTS

Dynatrace Inc DT.N: Barclays cuts target price to $47 from $57

KKR & CO Inc KKR.N: Jefferies cuts target price to $132 from $167

Molina Healthcare MOH.N: Barclays cuts target price to $133 from $164

Sirius XM Holdings Inc SIRI.O: JP Morgan raises to neutral from underweight

Workday Inc WDAY.O: BTIG cuts target price to $230 from $285

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

Acushnet Holdings Corp GOLF.N: Truist Securities raises target price to $95 from $74

Aecom ACM.N: BofA Global Research raises price objective to $118.00 from $117.00

Aecom ACM.N: UBS raises target price to $145 from $143

Allstate Corp ALL.N: Citigroup raises target price to $221 from $216

American Financial Group Inc AFG.N: Jefferies cuts target price to $141 from $147

Amkor Technology Inc AMKR.O: B. Riley raises target price to $55 from $48

Amkor Technology Inc AMKR.O: JP Morgan raises target price to $65 from $32

Amkor Technology Inc AMKR.O: Melius Research raises target price to $60 from $45

Amkor Technology Inc AMKR.O: Needham raises target price to $65 from $50

Amylyx Pharmaceuticals, Inc. AMLX.O: H.C. Wainwright raises target price to $28 from $20

Apa Corporation APA.O: TD Cowen raises target price to $28 from $20

Apollo Global Management APO.N: Jefferies cuts target price to $145 from $155

Apollo Global Management APO.N: JP Morgan cuts target price to $162 from $164

Apollo Global Management APO.N: Barclays cuts target price to $158 from $168

Applovin Corp APP.O: UBS cuts target price to $686 from $840

Ares Management Corp ARES.N: Jefferies cuts target price to $142 from $166

Arista Networks Inc ANET.N: Rosenblatt Securities raises target price to $165 from $140

Arvinas Inc ARVN.O: Leerink Partners raises target price to $18 from $9

Azz Inc AZZ.N: B. Riley raises target price to $167 from $140

BD BDX.N: Citigroup cuts target price to $232 from $233

BD BDX.N: Jefferies cuts target price to $190 from $220

BD BDX.N: Piper Sandler cuts target price to $170 from $205

BD BDX.N: RBC cuts target price to $172 from $210

BD BDX.N: Wells Fargo cuts target price to $157 from $184

Biogen BIIB.O: Wedbush raises target price to $187 from $178

Blackstone BX.N: Jefferies cuts target price to $161 from $185

Bloom Energy Corp BE.N: Jefferies raises target price to $102 from $92

Bridgebio Oncology Therapeutics Inc BBOT.O: Leerink Partners raises PT to $41 from $32

Brink's Co BCO.N: Truist Securities raises target price to $163 from $138

Brookfield Asset Management Ltd BAM.N: Jefferies cuts target price to $51 from $56

Callaway Golf Co CALY.N: Truist Securities raises target price to $17 from $12

Cardinal Health Inc CAH.N: JP Morgan raises target price to $243 from $209

Cardinal Health, Inc. CAH.N: Wells Fargo raises target price to $256 from $237

Caterpillar Inc CAT.N: BofA Global Research raises price objective to $825.00 from $735.00

Celcuity Inc CELC.O: Leerink Partners raises target price to $155 from $118

Cencora COR.N: JP Morgan raises target price to $419 from $417

Cencora Inc. COR.N: Wells Fargo raises target price to $429 from $405

Ceva Inc CEVA.O: Stifel initiates coverage with buy rating; target price $30

CG Oncology Inc CGON.O: Truist Securities raises target price to $75 from $66

Circle Internet Group Inc CRCL.N: JP Morgan cuts target price to $90 from $100

CMS Energy Corp CMS.N: Jefferies raises target price to $84 from $81

Cogent Biosciences Inc COGT.O: Leerink Partners raises target price to $72 from $49

Corebridge Financial Inc. CRBG.N: Barclays cuts target price to $34 from $35

Corpay Inc CPAY.N: UBS raises target price to $380 from $315

Cullinan Therapeutics Inc CGEM.O: Leerink Partners raises target price to $37 from $28

Devon Energy Corp DVN.N: TD Cowen raises target price to $46 from $35

Diamondback Energy Inc FANG.O: TD Cowen raises target price to $190 from $175

Doximity Inc DOCS.N: Mizuho cuts target price to $34 from $45

Dynatrace Inc DT.N: BMO cuts target price to $45 from $56

Dynatrace Inc DT.N: BTIG cuts target price to $53 from $67

Dynatrace Inc DT.N: D.A. Davidson cuts target price to $50 from $65

Dynatrace Inc DT.N: JP Morgan cuts target price to $50.00 from $60.00

Dynatrace Inc DT.N: TD Cowen raises target price to $60 from $55

Dynatrace Inc DT.N: UBS cuts target price to $40 from $50

Dynatrace, Inc. DT.N: Barclays cuts target price to $47 from $57

Dynatrace, Inc. DT.N: Wells Fargo cuts target price to $50 from $65

Ecolab Inc ECL.N: Mizuho raises target price to $335 from $315

Edgewell Personal Care Company EPC.N: Barclays raises target price to $21 from $19

Edgewell Personal Care Company EPC.N: Wells Fargo raises target price to $22 from $20

Envista Holdings Corp NVST.N: Mizuho raises target price to $27 from $24

Exelixis Inc EXEL.O: Leerink Partners raises target price to $55 from $48

Expand Energy Corp EXE.O: TD Cowen raises target price to $126 from $116

Expedia Group Inc EXPE.O: Truist Securities raises target price to $252 from $210

Fedex FDX.N: BofA Global Research raises price objective to $414 from $408

Fedex Corp. FDX.N: Barclays raises target price to $450 from $360

Fluence Energy Inc FLNC.O: Jefferies raises to buy from hold; cuts PT to $24 from $25

Flutter Entertainment Plc FLUT.N: UBS cuts target price to $300 from $320

Frontier Group Holdings Inc ULCC.O: Deutsche Bank cuts to hold from buy

Ftai Aviation Ltd FTAI.O: Jefferies raises target price to $350 from $215

Galecto Inc GLTO.O: Leerink Partners raises target price to $57 from $46

Globalfoundries Inc GFS.O: Morgan Stanley raises target price to $43.00 from $35.00

GM GM.N: Benchmark raises target price to $90 from $65

Graftech International Ltd EAF.N: RBC cuts target price to $10 from $21

Group 1 Automotive Inc GPI.N: JP Morgan cuts target price to $370 from $410

Group 1 Automotive Inc GPI.N: JP Morgan cuts target price to $370.00 from $410.00

Gulfport Energy Corp GPOR.N: TD Cowen raises target price to $235 from $215

Helmerich & Payne Inc. HP.N: Barclays raises target price to $39 from $36

Ichor Holdings ICHR.O: B. Riley raises to buy from neutral; raises PT to $52 from $30

Ichor Holdings Ltd ICHR.O: Needham raises target price to $48 from $36

Ichor Holdings Ltd ICHR.O: Stifel raises target price to $30 from $25

Ichor Holdings Ltd ICHR.O: TD Cowen raises target price to $55 from $22

Ichor Holdings Ltd. ICHR.O: Oppenheimer raises target price to $36 from $32

Intuit Inc INTU.O: BMO cuts target price to $624 from $810

Invo Fertility Inc IVF.O: Maxim Group raises to buy from hold

KKR KKR.N: Jefferies cuts target price to $132 from $167

Kyndryl Holdings Inc KD.N: JP Morgan cuts target price to $13 from $16

LPL Financial Holdings Inc LPLA.O: Jefferies raises target price to $464 from $440

Maplebear Inc CART.O: Benchmark cuts target price to $53 from $60

McKesson Corp MCK.N: JP Morgan raises target price to $1,107 from $983

Microbot Medical Inc MBOT.O: B. Riley initiates coverage with buy rating; target price $5

Micron Technology Inc MU.O: Deutsche Bank raises target price to $500 from $300

Molina Healthcare MOH.N: Barclays cuts target price to $133 from $164

Monster Beverage Corp MNST.O: JP Morgan raises target price to $79 from $75

Nektar Therapeutics NKTR.O: H.C. Wainwright raises target price to $165 from $135

Nektar Therapeutics NKTR.O: William Blair raises to outperform rating

Newmont NEM.N: Stifel raises target price to $175.00 from $120.00

Northrop Grumman NOC.N: Argus Research raises target price to $785 from $625

Nuvalent Inc NUVL.O: Leerink Partners raises target price to $165 from $149

ON Semiconductor Corp. ON.O: Morgan Stanley raises target price to $64.00 from $56.00

ON Semiconductor Corporation ON.O: Wells Fargo raises target price to $72 from $70

Onsemi ON.O: B. Riley raises target price to $64 from $58

Onsemi ON.O: Benchmark cuts to hold from buy

Onsemi ON.O: Citigroup raises target price to $68 from $66

Onsemi ON.O: Jefferies raises target price to $73 from $65

Onsemi ON.O: JP Morgan raises target price to $70 from $56

Onsemi ON.O: Mizuho cuts target price to $70 from $72

Onsemi ON.O: Needham raises target price to $72 from $68

Onsemi ON.O: Piper Sandler raises target price to $75 from $65

Onsemi ON.O: Rosenblatt Securities raises target price to $60 from $50

Onsemi ON.O: TD Cowen raises target price to $75 from $70

Onsemi ON.O: Truist Securities raises target price to $66 from $57

Palo Alto Networks Inc PANW.O: JP Morgan cuts target price to $225 from $235

Palo Alto Networks Inc PANW.O: Stifel cuts target price to $200 from $225

PayPal PYPL.O: Truist Securities cuts target price to $39 from $58

Peloton PTON.O: Argus Research cuts to hold from buy

Post Holdings, Inc. POST.N: Barclays raises target price to $127 from $113

Principal Financial Group Inc PFG.O: BofA Global Research raises PO to $96.00 from $95.00

Prudential Financial Inc PRU.N: Mizuho cuts target price to $113 from $126

Qualcomm QCOM.O: Morgan Stanley resumes coverage with underweight rating; PT $132

Ralliant Corp RAL.N: TD Cowen cuts target price to $55 from $64

Regenxbio Inc RGNX.O: Baird cuts target price to $27 from $39

Regenxbio Inc. RGNX.O: H.C. Wainwright cuts target price to $32 from $34

Republic Services Inc RSG.N: Jefferies raises target price to $256 from $248

Ross Stores Inc ROST.O: Citigroup raises target price to $224 from $188

Simpson Manufacturing Co Inc SSD.N: Stephens raises target price to $200 from $187

Sirius XM Holdings Inc SIRI.O: JP Morgan raises target price to $24 from $20

Sirius XM Holdings Inc SIRI.O: JP Morgan raises to neutral from underweight

Snap-On Inc SNA.N: Roth MKM raises target price to $409 from $385

Somnigroup International Inc SGI.N: Stephens initiates coverage with equal-weight rating

Somnigroup International Inc SGI.N: Stephens initiates coverage with target price $89

Take-Two Interactive Software Inc TTWO.O: Raymond James raises to strong buy from outperform

Tapestry Inc TPR.N: TD Cowen raises target price to $175 from $150

Texas Roadhouse Inc TXRH.O: Truist Securities cuts to hold from buy; cuts PT to $188 from $206

Toll Brothers, Inc. TOL.N: Oppenheimer raises target price to $177 from $155

TPG Inc TPG.O: Jefferies cuts target price to $58 from $64

under Armour Inc UAA.N: Citigroup cuts to sell from neutral

Unity Software Inc U.N: UBS cuts target price to $32 from $46

Unity Software Inc. U.N: Oppenheimer raises to outperform from perform

Upwork Inc UPWK.O: Citigroup cuts target price to $17 from $19

Upwork Inc UPWK.O: Jefferies cuts target price to $23 from $27

Upwork Inc UPWK.O: UBS cuts target price to $23 from $26

Ventas Inc VTR.N: RBC raises target price to $91 from $83

Victory Capital Holdings Inc VCTR.O: RBC raises target price to $84 from $78

Vistra Corp VST.N: Jefferies raises to buy from hold; raises PT to $203 from $191

Walmart, Inc. WMT.O: Wells Fargo raises target price to $140 from $130

Waste Management Inc WM.N: Jefferies raises target price to $263 from $258

Waters Corp WAT.N: BofA Global Research cuts price objective to $350.00 from $410.00

Waters Corp WAT.N: Citigroup resumes coverage with buy rating; target price $425

Waters Corp WAT.N: Leerink Partners raises target price to $430 from $425

Waters Corp WAT.N: TD Cowen cuts target price to $373 from $400

Waters Corp WAT.N: UBS cuts target price to $370 from $395

Werner Enterprises Inc WERN.O: UBS raises target price to $33 from $25

West Pharmaceutical Services Inc WST.N: Jefferies cuts target price to $295 from $365

Western Digital Corp WDC.O: BofA Global Research raises price objective to $375 from $345

Wingstop Inc WING.O: Raymond James cuts to outperform from strong buy

Wingstop Inc WING.O: TD Cowen cuts to hold from buy; cuts PT to $285 from $310

Workday Inc WDAY.O: BTIG cuts target price to $230 from $285

Workday Inc WDAY.O: UBS cuts target price to $170 from $240

Zillow Group, Inc. ZG.O: Wells Fargo cuts target price to $61 from $73

Zoominfo Technologies Inc GTM.O: BofA Global Research cuts PO to $10 from $12

Zoominfo Technologies Inc GTM.O: D.A. Davidson cuts target price to $7 from $13

Zoominfo Technologies Inc GTM.O: JP Morgan cuts target price to $12 from $14

Zoominfo Technologies Inc GTM.O: Mizuho cuts target price to $10 from $12

Zoominfo Technologies Inc GTM.O: UBS cuts target price to $8.5 from $13

Zoominfo Technologies, Inc. GTM.O: Wells Fargo cuts target price to $6 from $10

Zymeworks Inc ZYME.O: Leerink Partners raises target price to $52 from $41

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