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CORRECTED-U.S. RESEARCH ROUNDUP-Blue Owl Capital, Insulet, Unity Software

ReutersFeb 21, 2025 3:09 PM

Corrects Walmart entry to say Bernstein cuts target price to $113 from $117, not cuts target price to $37.67 from $39

- Wall Street securities analysts revised their ratings and price targets on several U.S.-listed companies, including Blue Owl Capital, Insulet and Unity Software, on Friday.

HIGHLIGHTS

Blue Owl Capital Corp OBDC.N: KBW raises to market perform from underperform

Booking Holdings Inc BKNG.O: RBC raises target price to $5900 from $5250

Insulet Corp PODD.O: Jefferies raises target price to $350 from $340

Quanta Services Inc PWR.N: JP Morgan raises target price to $332 from $323

Unity Software Inc U.N: Benchmark raises to hold from sell

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

Advance Auto Parts Inc AAP.N: Citigroup raises target price to $47 from $44

Akamai Technologies Inc AKAM.O: D.A. Davidson cuts target price to $115 from $120

Akamai Technologies Inc AKAM.O: JP Morgan cuts target price to $72 from $76

Akamai Technologies Inc AKAM.O: RBC cuts target price to $90 from $100

Amalgamated Financial AMAL.O: Piper Sandler cuts target price to $38 from $42

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

American States Water Company AWR.N: Wells Fargo cuts target price to $76 from $77

BJ'S Restaurants Inc BJRI.O: Jefferies raises target price to $45 from $44

Blue Owl Capital Corp OBDC.N: KBW raises target price to $15.50 from $14

Blue Owl Capital Corp OBDC.N: KBW raises to market perform from underperform

Booking Holdings Inc BKNG.O: Citigroup raises target price to $5800 from $5500

Booking Holdings Inc BKNG.O: Jefferies raises target price to $5,400 from $4,650

Booking Holdings Inc BKNG.O: RBC raises target price to $5900 from $5250

Booking Holdings Inc BKNG.O: Wells Fargo raises target price to $5,248 from $4,470

Bridgebio Pharma Inc BBIO.O: Wells Fargo raises target price to $67 from $58

Builders Firstsource Inc BLDR.N: Benchmark cuts target price to $170 from $200

Builders Firstsource Inc BLDR.N: D.A. Davidson cuts target price to $157 from $175

Builders Firstsource Inc BLDR.N: RBC cuts target price to $162 from $167

Cargurus Inc CARG.O: JP Morgan raises target price to $42 from $40

Carvana CVNA.N: Citigroup raises target price to $320 from $277

Cava Group Inc CAVA.N: Citigroup cuts target price to $140 from $163

Church & Dwight Co Inc CHD.N: JP Morgan cuts target price to $106 from $107

Churchill Downs Inc CHDN.O: Jefferies cuts target price to $162 from $172

Churchill Downs Incorporated CHDN.O: Wells Fargo cuts target price to $158 from $165

Crescent Capital Bdc Inc CCAP.O: Wells Fargo cuts target price to $18 from $19

CSG Systems International Inc CSGS.O: Jefferies assumes coverage with buy rating

CSG Systems International Inc CSGS.O: Jefferies assumes coverage with price target $75 vs $71

CSX Corp CSX.O: Bernstein cuts target price to $34 from $37

Dana Incorporated DAN.N: Wells Fargo raises target price to $17 from $16

Epam Systems Inc EPAM.N: JP Morgan cuts target price to $274 from $290

Epam Systems Inc EPAM.N: TD Cowen cuts target price to $235 from $238

ESAB Corp ESAB.N: Jefferies cuts target price to $150 from $160

Etsy Inc ETSY.O: Bernstein cuts target price to $50 from $55

Extra Space Storage Inc EXR.N: Wells Fargo cuts target price to $165 from $170

Five9 Inc FIVN.O: Barclays raises target price to $60 from $55

Five9 Inc FIVN.O: D.A. Davidson raises target price to $50 from $45

Five9 Inc FIVN.O: Morgan Stanley raises target price to $48.00 from $46.00

Freshpet Inc FRPT.O: Wells Fargo cuts target price to $142 from $170

Gilead GILD.O: Bernstein raises target price to $120 from $105

Glaukos Corp GKOS.N: Needham raises target price to $176 from $149

Glaukos Corp GKOS.N: Wells Fargo raises target price to $160 from $153

Globus Medical Inc GMED.N: BTIG raises target price to $94 from $91

Globus Medical Inc GMED.N: Wells Fargo cuts target price to $93 from $95

Grid Dynamics Holdings Inc GDYN.O: Needham raises target price to $30 from $25

Guardant Health Inc GH.O: Bernstein raises target price to $60 from $45

Guardant Health Inc GH.O: Leerink Partners raises target price to $65 from $60

Guardant Health Inc GH.O: TD Cowen raises target price to $56 from $42

Hasbro Inc HAS.O: Jefferies raises target price to $80 from $67

HF Sinclair Corporation DINO.N: Wells Fargo cuts target price to $42 from $45

Ingram Micro Holding Corp INGM.N: RBC raises target price to $28 from $26

Insulet Corp PODD.O: BTIG raises target price to $310 from $300

Insulet Corp PODD.O: Citigroup raises target price to $355 from $310

Insulet Corp PODD.O: Jefferies raises target price to $350 from $340

Insulet Corp PODD.O: Morgan Stanley raises target price to $325.00 from $317.00

Insulet Corp PODD.O: Wells Fargo raises target price to $322 from $305

Ionis Pharmaceuticals Inc IONS.O: Bernstein cuts target price to $43 from $51

IRhythm Technologies Inc IRTC.O: BTIG raises target price to $135 from $120

IRhythm Technologies Inc IRTC.O: JP Morgan raises target price to $145 from $97

IRhythm Technologies Inc IRTC.O: Needham raises target price to $138 from $125

IRhythm Technologies Inc IRTC.O: Wells Fargo raises target price to $104 from $86

Live Nation Entertainment Inc LYV.N: Benchmark raises target price to $178 from $160

Live Nation Entertainment Inc LYV.N: Jefferies raises target price to $180 from $150

Live Nation Entertainment Inc LYV.N: JP Morgan raises target price to $170 from $150

Live Nation Entertainment Inc LYV.N: Morgan Stanley raises PT to $180.00 from $170.00

LKQ Corp LKQ.O: Jefferies cuts target price to $55 from $60

LKQ Corp LKQ.O: JP Morgan raises target price to $49 from $48

Mongodb Inc MDB.O: D.A. Davidson cuts target price to $360 from $405

MP Materials Corp MP.N: Jefferies raises target price to $30 from $26

National Storage Affiliates Trust NSA.N: Wells Fargo cuts target price to $38 from $40

Nordson Corp NDSN.O: Jefferies cuts target price to $240 from $250

Norfolk Southern Corp NSC.N: Bernstein cuts target price to $286 from $296

Parsons Corp PSN.N: Jefferies cuts target price to $85 from $100

Protara Therapeutics Inc TARA.O: TD Cowen cuts target price to $30 from $50

Public Storage Inc PSA.N: Wells Fargo cuts target price to $330 from $365

Quanta Services Inc PWR.N: JP Morgan raises target price to $332 from $323

Ralph Lauren Corp RL.N: JP Morgan raises target price to $342 from $285

Repligen Corp RGEN.O: Canaccord Genuity raises target price to $170 from $165

Repligen Corp RGEN.O: Jefferies raises target price to $165 from $160

Repligen Corp RGEN.O: JP Morgan raises target price to $200 from $190

Repligen Corp RGEN.O: RBC raises target price to $205 from $203

RingCentral Inc RNG.N: Barclays cuts target price to $31 from $37

RingCentral Inc RNG.N: Needham cuts target price to $36 from $42

RingCentral Inc RNG.N: Raymond James cuts target price to $40 from $45

Rivian RIVN.O: Needham raises target price to $17 from $14

Rivian Automotive Inc RIVN.O: Wells Fargo raises target price to $14 from $11

Rush Enterprises Inc RUSHA.O: Stephens cuts target price to $67 from $69

Ryan Specialty Holdings Inc RYAN.N: KBW cuts target price to $76 from $77

Ryan Specialty Holdings Inc RYAN.N: RBC cuts target price to $72 from $73

Shake Shack Inc SHAK.N: HSBC raises target price to $131 from $126

SM Energy Co SM.N: TD Cowen cuts target price to $56 from $60

Snowflake Inc SNOW.N: Jefferies raises target price to $220 from $200

Snowflake Inc SNOW.N: TD Cowen raises target price to $210 from $190

Snowflake Inc SNOW.N: Wells Fargo raises target price to $210 from $200

Somnigroup International Inc SGI.N: Jefferies resumes coverage with hold rating

Somnigroup International Inc SGI.N: Jefferies resumes coverage with target price $63

Sprouts Farmers Market Inc SFM.O: Wells Fargo raises target price to $170 from $140

Stagwell Inc STGW.O: Wells Fargo raises target price to $9 from $8

Targa Resources Corp. TRGP.N: Wells Fargo raises target price to $220 from $204

TD Synnex SNX.N: RBC raises target price to $165 from $140

Texas Roadhouse Inc TXRH.O: Citigroup raises target price to $213 from $212

Texas Roadhouse Inc TXRH.O: Morgan Stanley cuts target price to $211.00 from $213.00

Texas Roadhouse Inc TXRH.O: RBC cuts target price to $180 from $200

Texas Roadhouse Inc TXRH.O: Wedbush cuts target price to $200 from $220

Travere Therapeutics Inc TVTX.O: TD Cowen raises target price to $30 from $24

Tripadvisor Inc TRIP.O: JP Morgan raises target price to $15 from $14

UL Solutions Inc ULS.N: Wells Fargo raises target price to $65 from $62

Union Pacific Corp UNP.N: Bernstein raises target price to $284 from $277

Unity Software Inc U.N: Benchmark raises to hold from sell

Unity Software Inc U.N: Jefferies raises target price to $28 from $23

Unity Software Inc U.N: Needham raises target price to $33 from $26

Unity Software Inc U.N: Wells Fargo raises target price to $27 from $20

Universal Display Corp OLED.O: Needham cuts target price to $170 from $215

Universal Display Corp OLED.O: TD Cowen cuts target price to $200 from $225

Verisk Analytics Inc VRSK.O: Wells Fargo raises target price to $325 from $313

Visa V.N: HSBC raises target price to $315 from $289

Walmart WMT.N: Bernstein cuts target price to $113 from $117

Walmart WMT.N: Piper Sandler cuts target price to $114 from $118

Walmart Inc WMT.N: HSBC raises target price to $108 from $100

Walmart Inc WMT.N: RBC cuts target price to $107 from $109

Walmart Inc WMT.N: TD Cowen raises target price to $115 from $110

Wayfair Inc W.N: Canaccord Genuity cuts target price to $68 from $76

Wayfair Inc W.N: Jefferies raises target price to $45 from $40

Wayfair Inc W.N: TD Cowen cuts target price to $44 from $45

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