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U.S. RESEARCH ROUNDUP-Fortive, Honeywell, Oracle

ReutersJun 12, 2025 2:59 PM

- Wall Street securities analysts revised their ratings and price targets on several U.S.-listed companies, including Fortive, Honeywell and Oracle on Thursday.

HIGHLIGHTS

Alexandria Real Estate Equities ARE.N: Mizuho cuts target price to $91 from $121

Fortive Corp FTV.N: TD Cowen cuts target price to $85.00 from $90.00

Honeywell HON.O: Jefferies raises target price to $240.00 from $235.00

Oracle Corp ORCL.N: Jefferies raises target price to $220.00 from $200.00

United Airlines UAL.O: Jefferies raises target price to $100 from $80

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

Alexandria Real Estate Equities ARE.N: Mizuho cuts target price to $91 from $121

Astronics Corp ATRO.O: Truist Securities raises target price to $32 from $24

Axsome Therapeutics Inc AXSM.O: RBC cuts target price to $186 from $193

Brown & Brown Inc BRO.N: BMO raises target price to $122 from $116

Brown-Forman Corp BFb.N: Truist Securities cuts target price to $25 from $35

CBRE Group Inc CBRE.N: Morgan Stanley raises target price to $170.00 from $160.00

Celsius Holdings Inc CELH.O: Stifel resumes coverage with buy rating; target $47

Chewy Inc CHWY.N: Citigroup raises target price to $49 from $42

Chewy Inc CHWY.N: Jefferies raises target price to $44 from $43

Chewy Inc CHWY.N: JP Morgan raises target price to $47.00 from $36.00

Chewy Inc CHWY.N: Mizuho cuts target price to $44 from $47

Chewy Inc CHWY.N: Morgan Stanley raises target price to $50.00 from $39.00

Chewy Inc CHWY.N: Piper Sandler raises target price to $48 from $40

Chewy Inc CHWY.N: RBC raises target price to $44 from $42

Chewy Inc CHWY.N: Wedbush raises target price to $45 from $39

Coherent Corp COHR.N: JP Morgan raises target price to $100 from $86

Conmed Corp CNMD.N: Needham cuts to hold from buy

Connect Biopharma Holdings CNTB.O: H.C. Wainwright assumes with buy rating; PT $7

Core & Main Inc CNM.N: Citigroup raises target price to $62 from $56

Dana Inc DAN.N: Barclays raises target price to $25 from $20

Dana Inc DAN.N: RBC raises target price to $24 from $20

Datadog Inc DDOG.O: Needham raises target price to $140.00 from $130.00

Delta Air Lines Inc DAL.N: Jefferies raises target price to $56 from $46

Doubleverify Holdings Inc DV.N: Truist Securities raises target price to $22 from $21

Dow Inc DOW.N: Citigroup raises target price to $30 from $29

Doximity Inc DOCS.N: Jefferies cuts target price to $70 from $88

Ducommun Inc DCO.N: Truist Securities raises target price to $87 from $76

Exelixis, Inc. EXEL.O: H.C. Wainwright raises target price to $47 from $40

Fortive Corp FTV.N: TD Cowen cuts target price to $85.00 from $90.00

Freshpet Inc FRPT.O: Stifel resumes coverage with buy rating; target price $90

Gitlab Inc GTLB.O: Barclays cuts target price to $47 from $58

Healthequity Inc HQY.O: Jefferies raises target price to $130 from $118

Healthpeak Properties Inc DOC.N: Mizuho cuts target price to $20 from $24

Hims & Hers Health Inc HIMS.N: Jefferies raises target price to $50 from $25

Honeywell HON.O: Jefferies raises target price to $240.00 from $235.00

Howmet Aerospace HWM.N: Truist Securities raises target price to $192 from $161

Humana HUM.N: Barclays cuts target price to $268 from $273

J M Smucker Co SJM.N: Barclays cuts target price to $105 from $119

Lumentum Holdings Inc LITE.O: JP Morgan raises target price to $100 from $87

Microchip Technology MCHP.O: Mizuho raises target price to $78 from $68

Modine Manufacturing Co MOD.N: Keybanc initiates with overweight rating; PT $125

Monster Beverage Corp MNST.O: Morgan Stanley raises target price to $70.00 from $65.00

Monster Beverage Corp MNST.O: Stifel resumes coverage with buy rating; target $72

Netflix Inc NFLX.O: Oppenheimer raises target price to $1,425 from $1,200

Neurogene Inc NGNE.O: BMO raises target price to $26 from $22

Oracle Corp ORCL.N: Barclays raises target price to $221 from $202

Oracle Corp ORCL.N: Bernstein raises target price to $225 from $207

Oracle Corp ORCL.N: D.A. Davidson raises target price to $170 from $140

Oracle Corp ORCL.N: Deutsche Bank raises target price to $240 from $200

Oracle Corp ORCL.N: Jefferies raises target price to $220.00 from $200.00

Oracle Corp ORCL.N: JP Morgan raises target price to $185.00 from $135.00

Oracle Corp ORCL.N: Piper Sandler raises target price to $190 from $130

Oracle Corp ORCL.N: RBC raises target price to $195 from $145

Oracle Corp ORCL.N: Stifel raises target price to $180 from $150

Oracle Corp ORCL.N: TD Cowen raises target price to $225.00 from $210.00

Oracle Corp ORCL.N: UBS raises target price to $225 from $200

Oxford Industries Inc OXM.N: Citigroup cuts target price to $44 from $47

Oxford Industries Inc OXM.N: Truist Securities cuts target price to $47 from $56

PTC Inc PTC.O: Oppenheimer raises target price to $190 from $170

Quanta Services Inc PWR.N: UBS raises target price to $413 from $369

RBC Bearings Inc RBC.N: Truist Securities raises target price to $431 from $405

Sailpoint Inc SAIL.O: Barclays raises target price to $25 from $23

Sailpoint Inc SAIL.O: BMO raises target price to $27 from $26

Sailpoint Inc SAIL.O: JP Morgan raises target price to $26.00 from $25.00

Sailpoint Inc SAIL.O: Mizuho raises target price to $26 from $24

Sailpoint Inc SAIL.O: RBC raises target price to $29 from $27

ServiceNow Inc NOW.N: Mizuho raises target price to $1,100 from $1,050

Sezzle Inc SEZL.O: Oppenheimer initiates coverage with outperform rating; PT $168

Simulations Plus Inc SLP.O: Stephens cuts target price to $28.00 from $42.00

Standardaero, Inc. SARO.N: Bernstein raises target price to $38 from $35

Starbucks SBUX.O: Citigroup raises target price to $95 from $84

Tapestry Inc TPR.N: TD Cowen raises target price to $100.00 from $90.00

Textron Inc TXT.N: Jefferies raises target price to $95 from $85

Tvardi Therapeutics TVRD.O: Piper Sandler initiates with overweight rating; PT $78

United Airlines UAL.O: Jefferies raises target price to $100 from $80

United Natural Foods UNFI.N: Deutsche Bank cuts target price to $24 from $33

United Natural Foods Inc UNFI.N: BMO cuts target price to $25 from $32

Venture Global Inc VG.N: UBS cuts to neutral from buy

Venture Global Inc VG.N: UBS raises target price to $18 from $14

Victoria's Secret & Co VSCO.N: Barclays raises target price to $23 from $22

Victoria's Secret & Co VSCO.N: Jefferies cuts target price to $28 from $32

Westwater Resources, Inc. WWR.A: H.C. Wainwright cuts target price to $2 from $2.5

Woodward Inc WWD.O: Truist Securities raises target price to $267 from $232

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