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U.S. RESEARCH ROUNDUP-Campbell's, Veeva Systems, Zscaler

ReutersMar 6, 2025 4:46 PM

- Wall Street securities analysts revised their ratings and price targets on several U.S.-listed companies, including Campbell's, Veeva Systems and Zscaler on Thursday.

HIGHLIGHTS

* Arthur J. Gallagher & Co. AJG.N: Piper Sandler raises target price to $350 from $315

* Campbell's Co CPB.O: JP Morgan cuts to neutral from overweight

* Veeva Systems Inc VEEV.N: TD Cowen raises target price to $261.00 from $250.00

* Walker & Dunlop Inc WD.N: KBW raises to outperform from market perform

* Zscaler Inc ZS.O: RBC raises target price to $250 from $230

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

* 3M Co MMM.N: BofA Global Research raises price objective to $179 from $175

* Abercrombie & Fitch Co ANF.N: Citigroup cuts target price to $135 from $160

* Abercrombie & Fitch Co ANF.N: Raymond James cuts target price to $110.00 from $124.00

* Abercrombie & Fitch Co ANF.N: Telsey Advisory Group cuts PT to $125 from $190

* Abercrombie & Fitch Co ANF.N: UBS cuts target price to $150 from $210

* Adma Biologics Inc ADMA.O: Mizuho raises target price to $32 from $28

* Alx Oncology Holdings Inc ALXO.O: Jefferies raises target price to $3 from $2

* Alx Oncology Holdings Inc ALXO.O: Jefferies raises to buy from hold

* Apa Corporation APA.O: JP Morgan cuts target price to $23 from $26

* Array Technologies, Inc. ARRY.O: Barclays cuts target price to $8 from $9

* Arthur J. Gallagher & Co. AJG.N: Piper Sandler raises target price to $350 from $315

* Ashland Inc ASH.N: Jefferies cuts target price to $82 from $92

* Atn International Inc ATNI.O: Raymond James cuts target price to $22 from $27

* Bally's Corp BALY.N: Stifel cuts target price to $14.00 from $17.00

* Black Stone Minerals LP BSM.N: Piper Sandler raises target price to $16 from $14

* Broadwind, Inc. BWEN.O: H.C. Wainwright cuts target price to $6 from $8

* Brown-Forman Corp BFb.N: Roth MKM cuts target price to $38 from $46

* Brown-Forman Corporation BFb.N: Morgan Stanley cuts target price to $32.00 from $47.00

* Brown-Forman Corporation BFb.N: Morgan Stanley cuts to underweight from equal-weight

* Bumble Inc BMBL.O: Jefferies cuts target price to $5 from $7.5

* Bumble Inc BMBL.O: UBS cuts target price to $5 from $8

* California Resources Corp CRC.N: UBS cuts target price to $65 from $68

* Campbell's Co CPB.O: Bernstein cuts target price to $48 from $53

* Campbell's Co CPB.O: BofA Global Research cuts price objective to $41 from $45

* Campbell's Co CPB.O: Citigroup cuts target price to $37 from $39

* Campbell's Co CPB.O: JP Morgan cuts target price to $37.00 from $48.00

* Campbell's Co CPB.O: JP Morgan cuts to neutral from overweight

* Campbell's Co CPB.O: Piper Sandler cuts target price to $45 from $56

* Campbell's Co CPB.O: RBC cuts target price to $44 from $51

* Campbell's Co CPB.O: TD Cowen cuts target price to $36 from $44

* Chargepoint Holdings Inc CHPT.N: UBS cuts target price to $0.7 from $1.3

* Chord Energy Corp CHRD.O: Piper Sandler cuts target price to $184 from $193

* Civitas Resources Inc CIVI.N: Piper Sandler cuts target price to $66 from $71

* Composecure Inc CMPO.O: JP Morgan cuts target price to $15 from $16

* Composecure Inc CMPO.O: Needham cuts target price to $15 from $16

* Conagra Brands Inc CAG.N: JP Morgan cuts target price to $26 from $29

* Constellation Brands Inc STZ.N: Bernstein cuts target price to $230 from $300

* Copt Defense Properties CDP.N: Truist Securities cuts target price to $29 from $30

* Core Laboratories Inc CLB.N: Zephirin Group cuts price objective to $18.00 from $22.00

* Coterra Energy Inc CTRA.N: Piper Sandler raises target price to $37 from $34

* Cricut Inc CRCT.O: Morgan Stanley cuts target price to $3.80 from $3.90

* Cross Country Healthcare Inc CCRN.O: UBS raises target price to $18.61 from $14

* Crowdstrike Holdings, Inc. CRWD.O: Wells Fargo raises target price to $430 from $400

* CubeSmart CUBE.N: KeyBanc raises to overweight from sector weight

* Custom Truck One Source, Inc. CTOS.N: Oppenheimer raises target price to $6 from $5

* Dine Brands Global DIN.N: Barclays cuts target price to $26 from $32

* Dine Brands Global Inc DIN.N: Truist Securities cuts target price to $27 from $37

* Dine Brands Global Inc DIN.N: UBS cuts target price to $25 from $32

* Dine Brands Global Inc DIN.N: Wedbush cuts target price to $26 from $28

* Dollar General Corp DG.N: Citigroup cuts target price to $69 from $73

* Dollar General Corp DG.N: Telsey Advisory Group cuts target price to $85 from $88

* Dollar General Corp DG.N: UBS cuts target price to $95 from $108

* Dow Inc DOW.N: Jefferies cuts target price to $40 from $42

* DR Horton Inc DHI.N: Seaport Research Partners raises to buy from neutral

* Envista Holdings Corp NVST.N: JP Morgan cuts target price to $19 from $20

* Envista Holdings Corp NVST.N: Mizuho cuts target price to $18 from $20

* Envista Holdings Corporation NVST.N: Morgan Stanley cuts target price to $19 from $20

* EOG Resources Inc EOG.N: Piper Sandler cuts target price to $135 from $141

* EPR Properties EPR.N: RBC raises target price to $58 from $50

* EQT Corp EQT.N: Piper Sandler raises target price to $36 from $35

* Evgo Inc EVGO.O: Stifel cuts target price to $8.00 from $10.00

* Expand Energy Corp EXE.O: Piper Sandler raises target price to $101 from $96

* Expro Group Holdings NV XPRO.N: Zephirin Group cuts price objective to $12 from $20

* Fate Therapeutics, Inc. FATE.O: Wells Fargo cuts target price to $4 from $5

* Fedex Corporation FDX.N: Wells Fargo cuts target price to $275 from $320

* Flutter Entertainment Plc FLUT.N: UBS raises target price to $340 from $335

* FMC Corporation FMC.N: Wells Fargo cuts target price to $43 from $48

* Foot Locker Inc FL.N: Barclays cuts target price to $24 from $29

* Foot Locker Inc FL.N: BofA Global Research cuts price objective to $20 from $25

* Foot Locker Inc FL.N: Telsey Advisory Group cuts target price to $20 from $24

* Foot Locker Inc FL.N: UBS cuts target price to $21 from $22

* Forge Global Holdings, Inc FRGE.N: Oppenheimer cuts target price to $2.2 from $2.7

* Freeport-Mcmoran Inc FCX.N: Deutsche Bank raises to buy from hold

* Grindr Inc GRND.N: Raymond James raises target price to $22.00 from $21.00

* Guardant Health Inc. GH.O: Morgan Stanley raises target price to $52.00 from $42.00

* Hagerty Inc HGTY.N: JP Morgan cuts target price to $11 from $12

* Halliburton Co HAL.N: zephirin Group cuts price objective to $28.00 from $32.00

* Health Catalyst Inc HCAT.O: Stephens cuts target price to $5 from $7

* Helix Energy Solutions Group Inc HLX.N: Zephirin Group cuts price objective to $10.50 from $12.50

* Helmerich and Payne Inc HP.N: Zephirin Group cuts price objective to $30.00 from $42.00

* Hexcel Corp HXL.N: TD Cowen cuts target price to $60 from $71

* Immunitybio, Inc. IBRX.O: H.C. Wainwright initiates coverage with buy rating

* Insmed Inc INSM.O: UBS raises target price to $110 from $105

* International Flavors & Fragrances Inc IFF.N: UBS cuts target price to $88 from $92

* Invitation Homes INVH.N: Oppenheimer raises target price to $39 from $37

* Iteos Therapeutics. Inc. ITOS.O: Wells Fargo cuts target price to $17 from $19

* KB Home KBH.N: Seaport Research Partners raises to buy from neutral

* Kinetik Holdings Inc. KNTK.N: Barclays cuts target price to $57 from $61

* Kura Oncology Inc KURA.O: UBS cuts target price to $14 from $27

* Lendingtree Inc TREE.O: KBW cuts target price to $66 from $73

* Lendingtree Inc TREE.O: Needham cuts target price to $65 from $78

* Lendingtree Inc TREE.O: Truist Securities raises target price to $72 from $70

* Lennar Corp LEN.N: Seaport Research Partners raises to buy from neutral

* Lineage Inc LINE.O: RBC cuts target price to $74 from $81

* M/I Homes Inc MHO.N: Seaport Research Partners raises to buy from neutral

* Macerich Co MAC.N: Scotiabank cuts target price to $21 from $22

* Marvell Technology MRVL.O: BofA Global Research cuts price objective to $120 from $150

* Marvell Technology MRVL.O: Citigroup cuts target price to $122 from $136

* Marvell Technology MRVL.O: Melius Research cuts target price to $122 from $188

* Marvell Technology MRVL.O: Needham cuts target price to $100 from $120

* Marvell Technology Group Ltd MRVL.O: Barclays cuts target price to $130 from $150

* Marvell Technology Group Ltd MRVL.O: Morgan Stanley cuts target price to $90 from $113

* Marvell Technology Inc MRVL.O: Raymond James cuts target price to $110.00 from $130.00

* Marvell Technology Inc MRVL.O: Stifel cuts target price to $115.00 from $130.00

* Marvell Technology Inc MRVL.O: Susquehanna cuts target price to $110 from $140

* Marvell Technology Inc MRVL.O: TD Cowen cuts target price to $95 from $125

* Marvell Technology Inc MRVL.O: UBS cuts target price to $110 from $125

* Mayville Engineering Co MEC.N: Citigroup cuts target price to $18 from $22

* Meritage Homes Corp MTH.N: Seaport Research Partners raises to neutral from sell

* Moderna MRNA.O: Berenberg cuts target price to $30 from $33

* Mongodb Inc MDB.O: Barclays cuts target price to $280 from $330

* Mongodb Inc MDB.O: Bernstein cuts target price to $312 from $357

* Mongodb Inc MDB.O: BofA Global Research cuts price objective to $286 from $420

* Mongodb Inc MDB.O: Guggenheim cuts target price to $300 from $325

* Mongodb Inc MDB.O: Keybanc cuts to sector weight from overweight

* Mongodb Inc MDB.O: Mizuho cuts target price to $250 from $320

* Mongodb Inc MDB.O: Morgan Stanley cuts target price to $315.00 from $350.00

* Mongodb Inc MDB.O: Needham cuts target price to $270 from $415

* Mongodb Inc MDB.O: Oppenheimer cuts target price to $330 from $400

* Mongodb Inc MDB.O: Piper Sandler cuts target price to $280 from $425

* Mongodb Inc MDB.O: RBC cuts target price to $320 from $400

* Mongodb Inc MDB.O: Rosenblatt Securities cuts target price to $305 from $350

* Mongodb Inc MDB.O: Scotiabank cuts target price to $240 from $275

* Mongodb Inc MDB.O: Stifel cuts target price to $340.00 from $425.00

* Mongodb Inc MDB.O: Truist Securities cuts target price to $300 from $400

* Mongodb Inc MDB.O: UBS cuts target price to $250 from $375

* Mongodb Inc MDB.O: Wedbush cuts target price to $300 from $360

* Mongodb Inc MDB.O: Wells Fargo cuts to equal weight from overweight

* Murphy Oil Corp MUR.N: Piper Sandler cuts target price to $34 from $35

* Nov Inc NOV.N: Zephirin Group cuts price objective to $17 from $19

* Occidental Petroleum Corp OXY.N: Piper Sandler cuts target price to $50 from $51

* Oceaneering International Inc OII.N: Zephirin Group cuts price objective by $3 to $19

* Oil States International OIS.N: Zephirin Group cuts price objective to $6 from $7.5

* Orthopediatrics Corp KIDS.O: Truist Securities raises target price to $26 from $25

* Pepsico Inc. PEP.O: Barclays raises target price to $168 from $153

* Permian Resources Corp PR.N: Piper Sandler cuts target price to $20 from $21

* Plug Power Inc. PLUG.O: Morgan Stanley cuts target price to $1.60 from $1.75

* Progressive Corp PGR.N: Jefferies raises target price to $319 from $294

* Propetro Holding Corp PUMP.N: Zephirin Group cuts price objective to $9 from $12

* Pultegroup Inc PHM.N: Seaport Research Partners raises to neutral from sell

* Range Resources Corp RRC.N: Piper Sandler raises target price to $33 from $32

* Rigel Pharmaceuticals Inc RIGL.O: Citigroup raises target price to $55 from $49

* Rigetti Computing Inc RGTI.O: Alliance Global Partners raises target to $16 from $15

* RPC Inc RES.N: Zephirin Group cuts price objective to $7 from $9

* Sallie Mae SLM.O: TD Cowen raises target price to $35.00 from $33.00

* Semtech Corp SMTC.O: Susquehanna cuts target price to $60 from $80

* Sight Sciences Inc SGHT.O: Stifel cuts target price to $4.00 from $5.00

* Silvaco Group Inc SVCO.O: Jefferies cuts target price to $8 from $10

* Silvaco Group Inc SVCO.O: TD Cowen cuts target price to $12 from $15

* Slb SLB.N: Zephirin Group cuts price objective to $48 from $50

* Sleep Number Corp SNBR.O: UBS cuts target price to $12 from $13

* Sleep Number Corp SNBR.O: Wedbush cuts target price to $12 from $18

* Smartrent Inc SMRT.N: KBW cuts target price to $1.60 from $2

* Sunnova Energy NOVA.N: Barclays cuts target price to $1 from $9

* Sunnova Energy NOVA.N: Barclays cuts to equal-weight from overweight

* Target Corp. TGT.N: Oppenheimer cuts target price to $150 from $165

* Taylor Morrison Home TMHC.N: Seaport Research Partners raises to neutral from sell

* Tempus Ai, Inc. TEM.O: Morgan Stanley raises target price to $60.00 from $50.00

* The Campbell's Company CPB.O: Wells Fargo cuts target price to $40 from $43

* Thermo Fisher Scientific TMO.N: Deutsche Bank cuts target price to $615 from $630

* Thor Industries Inc THO.N: BMO cuts target price to $105 from $120

* Thor Industries Inc THO.N: D.A. Davidson cuts target price to $80 from $95

* Thor Industries Inc THO.N: Truist Securities cuts target price to $90 from $110

* Tidewater Inc TDW.N: Zephirin Group cuts price objective to $45 from $56

* Tourmaline Bio Inc TRML.O: Wedbush initiates coverage with outperform rating; PT $42

* TRI Pointe Homes (Delaware) TPH.N: Seaport Research Partners raises to buy from neutral

* Uber UBER.N: Truist Securities raises target price to $92 from $90

* Vail Resorts MTN.N: Deutsche Bank cuts target price to $182 from $201

* Veeva Systems Inc VEEV.N: Morgan Stanley raises target price to $201 from $195

* Veeva Systems Inc VEEV.N: Raymond James cuts target price to $285 from $300

* Veeva Systems Inc VEEV.N: Scotiabank raises target price to $245 from $240

* Veeva Systems Inc VEEV.N: TD Cowen raises target price to $261.00 from $250.00

* Veeva Systems Inc VEEV.N: Truist Securities raises target price to $217 from $210

* Viant Technology Inc DSP.O: UBS cuts target price to $20 from $22

* Victoria's Secret & Co VSCO.N: BMO cuts target price to $31 from $46

* Victoria's Secret & Co VSCO.N: Telsey Advisory Group cuts PT to $24 from $40

* Victoria's Secret & Co. VSCO.N: Wells Fargo cuts target price to $25 from $40

* Vital Energy Inc VTLE.N: Piper Sandler cuts target price to $24 from $32

* Walker & Dunlop Inc WD.N: KBW raises to outperform from market perform

* Waters Corp WAT.N: Leerink Partners raises target price to $430 from $410

* Waters Corp WAT.N: UBS raises target price to $415 from $410

* Welltower Inc WELL.N: Scotiabank raises target price to $166 from $165

* Westrock Coffee Co WEST.O: Telsey Advisory Group cuts target price to $9 from $10

* Zscaler ZS.O: Deutsche Bank raises target price to $230 from $225

* Zscaler Inc ZS.O: Bernstein raises target price to $244 from $238

* Zscaler Inc ZS.O: BMO raises target price to $233 from $222

* Zscaler Inc ZS.O: Citigroup raises target price to $240 from $235

* Zscaler Inc ZS.O: JP Morgan raises target price to $250 from $240

* Zscaler Inc ZS.O: Mizuho cuts target price to $220 from $225

* Zscaler Inc ZS.O: RBC raises target price to $250 from $230

* Zscaler Inc ZS.O: Scotiabank raises target price to $242 from $225

* Zscaler Inc ZS.O: UBS raises target price to $260 from $250

* Zscaler Inc ZS.O: Wedbush raises target price to $240 from $230

* Zscaler Inc ZS.O: Wells Fargo raises target price to $210 from $190

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