U.S. RESEARCH ROUNDUP-Disney, Gulfport Energy, Microsoft

Cava Group Inc CAVA.N: JP Morgan raises to overweight from neutral

Disney DIS.N: Jefferies cuts target price to $100 from $120

Gulfport Energy Corp GPOR.N: Gerdes Energy Research cuts to neutral from buy

Microsoft MSFT.O: Scotiabank initiates coverage with sector outperform rating; PT $470

Spire Inc SR.N: JP Morgan raises to overweight from neutral

Affirm Holdings Inc AFRM.O: BMO resumes coverage with outperform rating; PT $69

Akamai Technologies AKAM.O: Oppenheimer cuts target price to $100 from $116

Alaska Air Group Inc ALK.N: UBS cuts target price to $75 from $87

Allegiant Travel Co ALGT.O: UBS cuts target price to $61 from $93

Alumis Inc ALMS.O: H.C. Wainwright cuts target price to $15 from $19

Ameren Corp AEE.N: Morgan Stanley raises target price to $101.00 from $97.00

American Electric Power Co AEP.O: Morgan Stanley raises PT to $113.00 from $108.00

American Tower Corp AMT.N: RBC raises target price to $240 from $236

Antero Resources Corp AR.N: JP Morgan raises target price to $48 from $47

Apollo APO.N: Wells Fargo cuts target price to $177 from $187

Ares Management Corp ARES.N: Wells Fargo cuts target price to $187 from $215

Atmos Energy Corp. ATO.N: Morgan Stanley raises target price to $147.00 from $142.00

Blackstone BX.N: Wells Fargo cuts target price to $160 from $180

Bloom Energy Corp. BE.N: Morgan Stanley raises target price to $35.00 from $28.00

Bloomin' Brands Inc BLMN.O: JP Morgan cuts target price to $9 from $10

Blue Owl Capital Inc OWL.N: Wells Fargo cuts target price to $22 from $24

Blueprint Medicines Corp BPMC.O: Morgan Stanley assumes with equal weight rating

Blueprint Medicines Corp BPMC.O: Morgan Stanley assumes with PT of $100 vs $120

Boston Beer Company Inc SAM.N: Citigroup raises target price to $280 from $265

Boston Beer Company Inc SAM.N: Citigroup raises to buy from neutral

Boyd Gaming BYD.N: Deutsche Bank cuts target price to $81 from $84

BP BP.N: Wells Fargo cuts target price to $34 from $37

Carlyle Group Inc CG.O: Wells Fargo cuts target price to $48 from $54

Carvana CVNA.N: Piper Sandler raises to overweight from neutral

Cava Group Inc CAVA.N: JP Morgan raises to overweight from neutral

Celldex Therapeutics CLDX.O: Morgan Stanley initiates coverage with overweight rating

Celldex Therapeutics CLDX.O: Morgan Stanley initiates coverage with target price $46.00

Centerpoint Energy Inc CNP.N: Morgan Stanley raises target price to $34.00 from $32.00

Century Therapeutics Inc IPSC.O: Leerink Partners cuts target price to $8 from $13

Cheesecake Factory Inc CAKE.O: JP Morgan cuts target price to $48 from $55

Chipotle Mexican Grill Inc CMG.N: JP Morgan cuts target price to $58 from $64

Cloudflare NET.N: Oppenheimer raises to outperform from perform

CMS Energy Corp CMS.N: Morgan Stanley raises target price to $71.00 from $69.00

Conocophillips COP.N: Wells Fargo raises target price to $131 from $128

Consolidated Edison Inc ED.N: Morgan Stanley raises target price to $91.00 from $85.00

Constellation Brands Inc STZ.N: Citigroup cuts target price to $200 from $260

Constellation Brands Inc STZ.N: Citigroup cuts to neutral from buy

Costco Wholesale Corp COST.O: Stifel cuts target price to $1035 from $1075

Coty Inc COTY.N: Citigroup raises to buy from neutral; raises target to $8 from $7

Digital Realty Trust, Inc. DLR.N: Barclays cuts target price to $139 from $142

Disney DIS.N: Jefferies cuts target price to $100 from $120

Dominion Energy Inc D.N: Morgan Stanley raises target price to $63.00 from $60.00

DTE Energy Co DTE.N: Morgan Stanley raises target price to $136.00 from $131.00

Duke Energy Corp DUK.N: Morgan Stanley raises target price to $128.00 from $123.00

Edison International EIX.N: Morgan Stanley raises target price to $52.00 from $48.00

Entergy Corp ETR.N: Morgan Stanley raises target price to $78.00 from $75.00

Equinix, Inc. EQIX.O: Barclays raises target price to $834 from $822

Exelon Corp EXC.O: Morgan Stanley raises target price to $48.00 from $46.00

Expand Energy EXE.O: Wells Fargo raises target price to $107 from $105

Exxon Mobil XOM.N: Wells Fargo cuts target price to $130 from $135

Fastly Inc FSLY.N: Oppenheimer cuts to perform from outperform

Femasys Inc FEMY.O: H.C. Wainwright raises target price to $15 from $12

FirstEnergy Corp FE.N: Morgan Stanley cuts target price to $48.00 from $52.00

Five Below FIVE.O: Deutsche Bank cuts target price to $92 from $100

Five Below Inc FIVE.O: Barclays cuts target price to $93 from $100

Five Below Inc FIVE.O: BofA Global Research cuts price objective to $75 from $88

Five Below Inc FIVE.O: Mizuho cuts target price to $88 from $105

Five Below Inc FIVE.O: Morgan Stanley cuts target price to $110.00 from $120.00

Five Below Inc FIVE.O: Truist Securities cuts target price to $86 from $93

Five Below Inc FIVE.O: UBS cuts target price to $110 from $150

Frontier Group Holdings Inc ULCC.O: UBS cuts target price to $7 from $10

General Mills GIS.N: BofA Global Research cuts price objective to $68 from $70

General Mills GIS.N: Deutsche Bank cuts target price to $57 from $62

General Mills GIS.N: JP Morgan cuts target price to $54 from $60

General Mills GIS.N: Mizuho cuts target price to $60 from $62

General Mills GIS.N: Piper Sandler cuts target price to $67 from $71

General Mills GIS.N: RBC cuts target price to $67 from $70

General Mills GIS.N: TD Cowen cuts target price to $57 from $60

Gulfport Energy Corp GPOR.N: Gerdes Energy Research cuts to neutral from buy

Hamilton Lane Inc HLNE.O: Wells Fargo cuts target price to $152 from $169

Healthequity HQY.O: Deutsche Bank cuts target price to $98 from $108

Idacorp Inc IDA.N: Morgan Stanley raises target price to $131.00 from $126.00

Immunome Inc IMNM.O: Guggenheim cuts target price to $25 from $35

Insmed Inc INSM.O: BofA Global Research raises price objective to $96 from $92

International Paper IP.N: JP Morgan initiates coverage with overweight rating; PT $59

Iron Mountain Inc. IRM.N: Barclays cuts target price to $118 from $130

KKR KKR.N: Wells Fargo cuts target price to $141 from $150

KKR KKR.N: Wells Fargo raises to overweight from equal weight

Lenz Therapeutics Inc LENZ.O: Citigroup raises target price to $47 from $44

Malibu Boats Inc MBUU.O: KeyBanc cuts to sector weight from overweight

MGE Energy Inc MGEE.O: Morgan Stanley raises target price to $80.00 from $78.00

Microsoft MSFT.O: Scotiabank initiates coverage with sector outperform rating; PT $470

Mp Materials Corp MP.N: BMO raises target price to $29 from $22

Nextera Energy Inc NEE.N: Morgan Stanley raises target price to $97.00 from $95.00

Occidental Petroleum Corp OXY.N: Wells Fargo cuts target price to $49 from $52

Ollie's Bargain Outlet Holdings OLLI.O: JP Morgan raises PT to $135 from $127

Ollie's Bargain Outlet Holdings OLLI.O: Morgan Stanley raises PT to $118.00 from $108.00

Ollie's Bargain Outlet Holdings OLLI.O: Truist Securities raises PT to $126 from $121

Ollie's Bargain Outlet Holdings Inc OLLI.O: UBS raises target price to $123 from $117

Omniab Inc OABI.O: Benchmark cuts target price to $6.00 from $8.00

Omnicom Group Inc OMC.N: UBS cuts target price to $104 from $117

One Gas Inc OGS.N: Morgan Stanley raises target price to $70.00 from $68.00

Open Lending Corp LPRO.O: Jefferies cuts to hold from buy; cuts PT to $3.70 from $8

Orchestra Biomed Holdings Inc OBIO.O: BTIG initiates coverage with buy rating; PT $12

Ovintiv Inc OVV.N: Wells Fargo raises target price to $45 from $44

Pepsico PEP.O: Jefferies cuts target price to $165 from $170

PG&E Corp PCG.N: Morgan Stanley raises target price to $17.50 from $16.50

Pinnacle West Capital Corp PNW.N: Morgan Stanley raises PT to $88.00 from $84.00

Polaris Inc PII.N: Citigroup cuts to sell from neutral; cuts target to $33 from $49

PPL Corp PPL.N: Morgan Stanley raises target price to $38.00 from $35.00

Progressive Corp PGR.N: KBW raises target price to $300 from $294

Public Service Enterprise Group PEG.N: Morgan Stanley raises PT to $100.00 from $96.00

Reddit RDDT.N: Guggenheim cuts target price to $170 from $210

Rivian RIVN.O: Piper Sandler cuts to neutral from overweight; cuts PT to $13 from $19

scPharmaceuticals Inc SCPH.O: Leerink Partners cuts target price to $11 from $17

Sempra SRE.N: Morgan Stanley raises target price to $86.00 from $85.00

Shake Shack Inc SHAK.N: JP Morgan cuts target price to $105 from $107

Southern Company SO.N: Morgan Stanley raises target price to $91.00 from $88.00

Southwest Airlines Co LUV.N: UBS raises target price to $36 from $29

Southwest Airlines Co LUV.N: UBS raises to neutral from sell

Spire Inc SR.N: JP Morgan raises target price to $85 from $72

Spire Inc SR.N: JP Morgan raises to overweight from neutral

Spire Inc SR.N: Morgan Stanley raises target price to $78.00 from $75.00

Stellantis NV STLA.N: Piper Sandler cuts target price to $13 from $23

Stellantis NV STLA.N: Piper Sandler cuts to neutral from overweight

Target Corp TGT.N: Stifel cuts target price to $120 from $130

Texas Roadhouse Inc TXRH.O: JP Morgan cuts target price to $184 from $185

The Mosaic Corp MOS.N: Oppenheimer raises to outperform from perform

Thor Industries Inc THO.N: Citigroup cuts target price to $86 from $94

Thor Industries Inc THO.N: Citigroup cuts to neutral from buy

Thor Industries Inc THO.N: KeyBanc cuts to underweight from sector weight

TPG Inc TPG.O: Wells Fargo cuts target price to $66 from $78

United Airlines Holdings Inc UAL.O: UBS cuts target price to $107 from $140

Vertex Inc VERX.O: Morgan Stanley raises target price to $60.00 from $57.00

Walmart WMT.N: Stifel cuts target price to $93 from $99

Williams-Sonoma Inc WSM.N: JP Morgan raises target price to $168 from $153

Williams-Sonoma Inc WSM.N: Morgan Stanley cuts target price to $185.00 from $195.00

Williams-Sonoma Inc WSM.N: TD Cowen cuts target price to $215 from $230

Williams-Sonoma Inc WSM.N: Telsey Advisory Group cuts target price to $220 from $230

Williams-Sonoma Inc WSM.N: UBS raises target price to $165 from $140

Williams-Sonoma Inc WSM.N: UBS raises to neutral from sell

Williams-Sonoma Inc WSM.N: Wedbush cuts target price to $170 from $190

Williams-Sonoma Inc WSM.N: Wells Fargo cuts target price to $170 from $195

Winnebago Industries Inc WGO.N: Citigroup cuts target price to $43 from $51

Xcel Energy Inc XEL.O: Morgan Stanley raises target price to $78.00 from $75.00

Yum Brands YUM.N: JP Morgan raises target price to $160 from $138