U.S. RESEARCH ROUNDUP-BlackRock, Microsoft, Oracle

BlackRock BLK.N: Jefferies raises target price to $1210 from $959

Microsoft MSFT.O: Piper Sandler raises target price to $600 from $475

Oracle Corp ORCL.N: Piper Sandler raises to overweight from neutral

Sunrun Inc RUN.O: Jefferies raises to hold from underperform

XPO Inc XPO.N: Jefferies raises target price to $155 from $140

Acadian Asset Management Inc AAMI.N: RBC raises target price to $34 from $29

Advanced Micro Devices AMD.O: HSBC raises to buy from hold; raises PT to $200 from $100

Affiliated Managers Group Inc AMG.N: Jefferies raises target price to $243 from $188

Aflac Incorporated AFL.N: Wells Fargo raises target price to $105 from $103

AG Mortgage Investment Trust Inc MITT.N: UBS raises target price to $8.75 from $8

Agco Corp AGCO.N: Citigroup raises target price to $115 from $110

AGNC Investment Corp AGNC.O: UBS raises target price to $9.5 from $8.5

Air Lease Corp. AL.N: Barclays raises target price to $67 from $56

Alaska Air Group, Inc. ALK.N: Barclays raises target price to $60 from $55

Allegro Microsystems ALGM.O: BofA Global Research ups price objective to $45 from $38

Allison Transmission Holdings Inc ALSN.N: Citigroup raises target to $105 from $100

Altimmune Inc ALT.O: Goldman Sachs resumes coverage with sell rating; price target $1

Ameren Corp AEE.N: Jefferies cuts target price to $115 from $118

Ameren Corp. AEE.N: Barclays cuts target price to $100 from $104

American Airlines Group Inc. AAL.O: Barclays raises target price to $12 from $11

American Water Works Company, Inc. AWK.N: Barclays cuts target price to $128 from $138

Ameriprise Financial Inc AMP.N: RBC raises target price to $595 from $565

Amrize AG AMRZ.N: Bernstein initiates coverage with outperform rating; target price $62

Angel Oak Mortgage REIT Inc AOMR.N: UBS raises target price to $10.5 from $10

Ani Pharmaceuticals, Inc. ANIP.O: H.C. Wainwright initiates coverage with buy rating

Annaly Capital Management Inc NLY.N: UBS raises target price to $20 from $18

Apollo APO.N: Citigroup raises target price to $170 from $160

Apollo Global Management, Inc. APO.N: Barclays raises target price to $168 from $156

Arcbest Corp ARCB.O: Jefferies raises target price to $100 from $85

Ares Management Corporation ARES.N: Barclays raises target price to $200 from $182

Armour Residential REIT Inc ARR.N: UBS raises target price to $16 from $14

Artisan Partners Asset Management Inc APAM.N: RBC raises target price to $50 from $44

Associated Banc-Corp ASB.N: Wells Fargo raises target price to $30 from $28

AT&T Inc. T.N: Wells Fargo raises target price to $31 from $30

Atmos Energy ATO.N: Barclays cuts target price to $153 from $156

Automatic Data Processing Inc ADP.O: BMO initiates coverage with market perform rating

Automatic Data Processing Inc ADP.O: BMO initiates coverage with target price $340

Avalonbay Communities Inc AVB.N: RBC cuts target price to $216 from $220

Bank of New York Mellon Corp BK.N: JP Morgan raises target price to $95 from $86

Bank Ozk OZK.O: Wells Fargo raises target price to $48 from $40

BlackRock BLK.N: Jefferies raises target price to $1210 from $959

BlackRock Inc BLK.N: Barclays raises target price to $1220 from $990

Blackstone BX.N: Citigroup raises target price to $160 from $137

Blackstone Inc. BX.N: Barclays raises target price to $168 from $136

Blue Owl Capital Inc. OWL.N: Barclays raises target price to $23 from $21

Brighthouse Financial, Inc. BHF.O: Wells Fargo raises target price to $54 from $53

Builders Firstsource BLDR.N: Oppenheimer cuts target price to $155 from $165

Camden Property Trust CPT.N: RBC cuts target price to $120 from $124

Carlyle Group Inc CG.O: Citigroup raises target price to $65 from $44

Carlyle Group Inc CG.O: Citigroup raises to buy from neutral

Caterpillar Inc CAT.N: Citigroup raises target price to $460 from $420

CBOE Global Markets Inc CBOE.Z: Barclays cuts target price to $243 from $245

Celanese Corp CE.N: Citigroup raises target price to $65 from $52

Centene Corp CNC.N: Morgan Stanley cuts target price to $33.00 from $70.00

Centene Corp CNC.N: Morgan Stanley cuts to equal-weight from overweight

Chart Industries Inc. GTLS.N: Barclays cuts target price to $169 from $171

Cheesecake Factory Inc CAKE.O: Goldman Sachs cuts to neutral from buy

Chimera Investment Corp CIM.N: UBS raises target price to $16 from $15

Chipotle Mexican Grill Inc CMG.N: Citigroup raises target price to $68 from $65

Chipotle Mexican Grill Inc CMG.N: RBC raises target price to $65 from $60

Choice Hotels International Inc CHH.N: UBS cuts target price to $149 from $160

Cinemark Holdings Inc CNK.N: Deutsche Bank initiates coverage with buy rating; PT $36

Civitas Resources Inc CIVI.N: Mizuho cuts target price to $50 from $52

CME Group Inc. CME.O: Barclays raises target price to $299 from $283

Coinbase Global, Inc. COIN.O: Barclays raises target price to $359 from $202

Coinbase Global, Inc. COIN.O: H.C. Wainwright cuts to sell from buy

Columbia Banking System, Inc. COLB.O: Wells Fargo cuts target price to $27 from $29

Columbia Banking System, Inc. COLB.O: Wells Fargo cuts to equal weight from overweight

Commerce Bancshares, Inc. CBSH.O: Wells Fargo raises target price to $62 from $60

Core Scientific Inc CORZ.O: Needham cuts to hold from buy

Coreweave Inc CRWV.O: Needham cuts to hold from buy

CSX Corporation CSX.O: Barclays raises target price to $36 from $31

Cummins CMI.N: Citigroup raises target price to $380 from $360

Datadog Inc DDOG.O: Morgan Stanley raises target price to $165.00 from $115.00

Delek US Holdings Inc DK.N: Mizuho raises target price to $27 from $23

Devon Energy Corp DVN.N: RBC cuts target price to $38 from $40

Dominos Pizza Inc. DPZ.O: Morgan Stanley raises target price to $514.00 from $510.00

DTE Energy DTE.N: Barclays cuts target price to $136 from $137

Dycom Industries Inc DY.N: UBS raises target price to $288 from $258

Dynex Capital Inc DX.N: UBS raises target price to $12.5 from $11

East West Bancorp, Inc. EWBC.O: Wells Fargo raises target price to $125 from $100

eBay EBAY.O: Baird raises target price to $80 from $75

Elevance Health, Inc. ELV.N: Barclays cuts target price to $434 from $480

Eli Lilly & Co. LLY.N: Morgan Stanley raises target price to $1135.00 from $1133.00

Ellington Financial Inc EFC.N: UBS raises target price to $12.5 from $12

Entergy Corp. ETR.N: Barclays cuts target price to $87 from $91

Equifax Inc EFX.N: BMO initiates coverage with market perform rating; target price $280

Equitable Holdings, Inc. EQH.N: Wells Fargo raises target price to $66 from $61

Estée Lauder EL.N: BofA Global Research reinstates coverage with buy rating

Estée Lauder EL.N: BofA Global Research reinstates coverage with price objective $110

Exelixis, Inc. EXEL.O: Barclays raises target price to $40 from $29

F.N.B. Corporation FNB.N: Wells Fargo raises target price to $18 from $16

fair Isaac Corp FICO.N: BMO initiates coverage with outperform rating; PT $2,000

Federal Realty Investment Trust FRT.N: Stifel raises target price to $110 from $109

First Bancorp. FBP.N: Wells Fargo raises target price to $25 from $22

First Hawaiian, Inc. FHB.O: Wells Fargo raises target price to $24 from $22

First Horizon National Corporation FHN.N: Wells Fargo raises target to $23 from $20

First Interstate Bancsystem, Inc. FIBK.O: Wells Fargo raises target to $28 from $25

First Solar FSLR.O: Deutsche Bank raises target price to $215 from $205

Flex Ltd FLEX.O: BofA Global Research raises price objective to $58 from $50

Flutter Entertainment Plc FLUT.N: BTIG raises target price to $302 from $284

Franklin Resources Inc BEN.N: JP Morgan raises target price to $22 from $18

Freeport-Mcmoran Inc FCX.N: BMO raises target price to $55 from $48

Frontier Communications Parent FYBR.O: Morgan Stanley resumes with equal weight rating

Frontier Communications Parent FYBR.O: Morgan Stanley resumes with price target $38.50

GE Vernova Inc GEV.N: Seaport Research Partners initiates coverage with buy rating

GE Vernova Inc GEV.N: Seaport Research Partners initiates coverage with target $630

General Dynamics Corp GD.N: Jefferies raises target price to $325 from $285

Globe Life Inc. GL.N: Wells Fargo raises target price to $144 from $139

GXO Logistics, Inc. GXO.N: Barclays raises target price to $52 from $45

Harmony Biosciences Holdings, Inc. HRMY.O: Deutsche Bank raises target to $55 from $54

Herc Holdings Inc HRI.N: Citigroup raises target price to $170 from $140

HF Sinclair Corp. DINO.N: Barclays raises target price to $43 from $32

Hii HII.N: TD Cowen raises to buy from hold; raises target price to $300 from $250

Huntsman Corp HUN.N: Citigroup cuts target price to $11 from $12

Interactive Brokers Group Inc. IBKR.O: Barclays cuts target price to $65 from $193

Intercontinental Exchange Inc. ICE.N: Barclays raises target price to $206 from $198

International Paper Company IP.N: Wells Fargo raises target price to $43 from $40

Intuit Inc INTU.O: BMO raises target price to $870 from $820

Invesco Mortgage Capital Inc IVR.N: UBS raises target price to $7.25 from $6.5

J B Hunt Transport Services Inc JBHT.O: BofA Global Research raises price objective to $171 from $166

JB Hunt Transport Services Inc. JBHT.O: Barclays raises target price to $145 from $135

Johnson & Johnson JNJ.N: Morgan Stanley raises target price to $171.00 from $169.00

KKR & Co. Inc. KKR.N: Barclays raises target price to $155 from $141

KKR KKR.N: Citigroup raises target price to $160 from $132

Legend Biotech Corp LEGN.O: Morgan Stanley raises target price to $81.00 from $80.00

Lincoln National Corporation LNC.N: Wells Fargo raises target price to $35 from $33

Lockheed Martin Corp LMT.N: TD Cowen cuts to hold from buy; cuts PT to $480 from $500

LPL Financial Holdings Inc LPLA.O: Barclays raises target price to $460 from $450

Marathon Petroleum Corp MPC.N: Piper Sandler raises target price to $175 from $157

Marathon Petroleum Corp MPC.N: UBS raises target price to $203 from $175

Marathon Petroleum Corporation MPC.N: Wells Fargo raises target price to $205 from $182

Marketaxess Holdings, Inc. MKTX.O: Barclays cuts target price to $237 from $240

Marsh Mclennan MMC.N: Wells Fargo raises target price to $229 from $228

Matador Resources Co MTDR.N: JP Morgan raises target price to $57 from $54

Matador Resources Co MTDR.N: RBC cuts target price to $60 from $62

McDonald's MCD.N: Goldman Sachs raises to buy from neutral

Merck & Co. Inc. MRK.N: Morgan Stanley cuts target price to $98.00 from $99.00

Meta META.O: BofA Global Research raises price objective to $765 from $690

Metlife, Inc. MET.N: Wells Fargo raises target price to $97 from $94

MFA Financial Inc MFA.N: KBW cuts target price to $10 from $12

MFA Financial Inc MFA.N: KBW cuts to market perform from outperform

MFA Financial Inc MFA.N: UBS raises target price to $10 from $9.5

Micron Technology Inc MU.O: Deutsche Bank initiates coverage with buy rating; PT $150

Microsoft MSFT.O: BMO raises target price to $550 from $485

Microsoft MSFT.O: Piper Sandler raises target price to $600 from $475

Molina Healthcare Inc MOH.N: Morgan Stanley cuts target price to $266.00 from $364.00

Molina Healthcare Inc MOH.N: Morgan Stanley cuts to equal-weight from overweight

Napco Security Technologies Inc NSSC.O: Mizuho initiates coverage with outperform rating

Napco Security Technologies Inc NSSC.O: Mizuho initiates coverage with target price $39

Nasdaq Inc NDAQ.O: UBS raises target price to $95 from $82

Nasdaq Inc NDAQ.O: Barclays raises target price to $101 from $84

National Health Investors Inc NHI.N: Keybanc raises to overweight from sector weight

New York Mortgage Trust Inc NYMT.O: UBS raises target price to $6.75 from $6.5

Nextera Energy, Inc. NEE.N: Barclays raises target price to $67 from $65

Noble Corp. NE.N: Barclays raises target price to $30 from $29

Northern Trust Corp NTRS.O: JP Morgan raises target price to $123 from $97.5

Nucor Corp NUE.N: BMO raises target price to $155 from $145

Nurix Therapeutics Inc NRIX.O: Jefferies initiates coverage with buy rating; PT $41

Nurix Therapeutics Inc NRIX.O: UBS cuts target price to $26 from $30

OFG Bancorp OFG.N: Wells Fargo raises target price to $48 from $42

Old Dominion Freight Line Inc ODFL.O: Jefferies raises target price to $170 from $165

ONEOK Inc OKE.N: Mizuho cuts target price to $87 from $107

Oracle Corp ORCL.N: Piper Sandler raises target price to $270 from $190

Oracle Corp ORCL.N: Piper Sandler raises to overweight from neutral

Ormat Technologies, Inc. ORA.N: Barclays raises target price to $90 from $86

Oshkosh Corp OSK.N: Citigroup raises target price to $145 from $130

Oshkosh Corp OSK.N: UBS raises target price to $149 from $119

Paccar Inc PCAR.O: Citigroup raises target price to $105 from $100

Packaging Corporation of America PKG.N: Wells Fargo raises target to $200 from $180

Palantir Technologies Inc PLTR.O: Wedbush raises target price to $160 from $140

Par Pacific Holdings Inc PARR.N: Piper Sandler raises target price to $38 from $26

Paychex Inc PAYX.O: BMO initiates coverage with market perform rating; PT $160

Pennymac Financial Services Inc PFSI.N: KBW raises target price to $121 from $114

Pepsico PEP.O: JP Morgan cuts target price to $139 from $150

Philip Morris PM.N: Citigroup raises target price to $200 from $188

Philip Morris PM.N: JP Morgan raises target price to $190 from $175

Philip Morris International Inc. PM.N: Barclays raises target price to $225 from $220

Phillips 66 PSX.N: Mizuho raises target price to $140 from $138

Phillips 66 PSX.N: Piper Sandler raises target price to $148 from $131

Pinnacle Financial Partners, Inc. PNFP.O: Wells Fargo raises target to $125 from $105

Popular, Inc. BPOP.O: Wells Fargo raises target price to $135 from $130

Principal Financial Group, Inc. PFG.O: Wells Fargo raises target price to $73 from $69

Procept Biorobotics Corp PRCT.O: Stephens initiates coverage with overweight rating

Procept Biorobotics Corp PRCT.O: Stephens initiates coverage with target price $70

Prudential Financial, Inc. PRU.N: Wells Fargo raises target price to $116 from $113

Public Service Enterprise Group PEG.N: Barclays cuts target price to $82 from $83

Quanta Services Inc PWR.N: Seaport Research Partners initiates coverage with neutral rating

Rapt Therapeutics Inc RAPT.O: H.C. Wainwright adjusts target price to $27 from $6 to reflect 1-for-8 reverse stock split

Redwood Trust Inc RWT.N: KBW cuts to market perform from outperform

Redwood Trust Inc RWT.N: KBW raises target price to $14 from $13

Regal Rexnord Corp RRX.N: Citigroup raises target price to $175 from $165

Regeneron Pharmaceuticals Inc REGN.O: Morgan Stanley cuts target price to $754.00 from $755.00

Reinsurance Group of America, Incorporated RGA.N: Wells Fargo ups PT to $249 from $248

Rhythm Pharmaceuticals RYTM.O: BofA Global Research ups price objective to $95 from $73

Rhythm Pharmaceuticals RYTM.O: Morgan Stanley raises target to $95.00 from $80.00

Rhythm Pharmaceuticals RYTM.O: Wells Fargo raises target price to $129 from $91

Robinhood Markets, Inc. HOOD.O: Barclays raises target price to $102 from $57

Roku Inc ROKU.O: Keybanc raises to overweight from sector weight

Roku Inc ROKU.O: Piper Sandler raises target price to $84 from $65

Root, Inc. ROOT.O: Wells Fargo cuts target price to $118 from $142

Royalty pharma Plc RPRX.O: Morgan Stanley raises target price to $54.00 from $51.00

Saia Inc SAIA.O: Barclays raises target price to $315 from $290

Saia Inc SAIA.O: Jefferies raises target price to $360 from $335

Salesforce Inc CRM.N: BMO cuts target price to $335 from $350

Sandisk Corp SNDK.O: Mizuho raises target price to $57 from $50

Sempra SRE.N: Barclays cuts target price to $71 from $72

Slb SLB.N: Barclays cuts target price to $47 from $48

SM Energy Co SM.N: JP Morgan raises target price to $38 from $35

SM Energy Co SM.N: RBC cuts target price to $34 from $38

Southwest Airlines Co. LUV.N: Barclays raises target price to $34 from $26

State Street Corp STT.N: JP Morgan raises target price to $110.5 from $89

Sunrun Inc RUN.O: Jefferies raises target price to $11.00 from $5.00

Sunrun Inc RUN.O: Jefferies raises to hold from underperform

Synovus Financial Corp. SNV.N: Wells Fargo raises target price to $62 from $50

Synovus Financial Corp. SNV.N: Wells Fargo raises to overweight from equal weight

T Rowe price Group Inc TROW.O: Jefferies raises target price to $104 from $85

Talen Energy Corp TLN.O: Jefferies cuts target price to $326 from $336

Targa Resources Corp TRGP.N: JP Morgan raises target price to $209 from $189

Targa Resources Corp. TRGP.N: Barclays raises target price to $195 from $178

Terex Corp TEX.N: Citigroup raises target price to $55 from $51

Terex Corp TEX.N: UBS raises target price to $52 from $48

The Carlyle Group Inc. CG.O: Barclays raises target price to $64 from $49

The Charles Schwab Corporation SCHW.N: Barclays raises target price to $106 from $89

the Hartford Financial Services Group Inc HIG.N: Wells Fargo ups PT to $138 from $134

the Travelers Companies, Inc. TRV.N: Wells Fargo raises target price to $264 from $260

Timken Co TKR.N: Citigroup raises target price to $90 from $80

TPG Inc TPG.O: Citigroup raises target price to $60 from $56

Tradeweb Markets Inc. TW.O: Barclays cuts target price to $152 from $159

TransUnion TRU.N: BMO initiates coverage with outperform rating; target price $115

Tutor Perini Corp TPC.N: UBS raises target price to $59 from $41

Two Harbors Investment Corp TWO.N: UBS cuts target price to $12 from $13

Ultragenyx Pharmaceutical Inc. RARE.O: Wells Fargo cuts target price to $65 from $88

UMB Financial Corporation UMBF.O: Wells Fargo raises target price to $120 from $110

Union Pacific Corp. UNP.N: Barclays raises target price to $270 from $260

United Rentals Inc URI.N: Citigroup raises target price to $920 from $810

UnitedHealth Group UNH.N: Barclays cuts target price to $337 from $350

UWM Holdings Corp UWMC.N: KBW cuts target price to $4.5 from $6.5

UWM Holdings Corp UWMC.N: KBW cuts to market perform from outperform

Valero Energy Corp VLO.N: Piper Sandler raises target price to $160 from $142

Verizon VZ.N: Morgan Stanley resumes coverage with equal weight rating; PT $47

Verizon Communications Inc. VZ.N: Wells Fargo raises target price to $43 from $42

Verona pharma Plc VRNA.O: Piper Sandler cuts to neutral from overweight

Verona pharma Plc VRNA.O: Piper Sandler cuts target price to $107 from $160

Voya Financial, Inc. VOYA.N: Wells Fargo raises target price to $82 from $76

W.R. Berkley Corporation WRB.N: Wells Fargo raises target price to $71 from $70

Warner Bros Discovery Inc WBD.O: Raymond James raises target price to $14.00 from $12.00

Webster Financial Corporation WBS.N: Wells Fargo raises target price to $70 from $60

Western Alliance Bancorporation WAL.N: Wells Fargo raises target price to $90 from $80

Western Digital Corp WDC.O: Mizuho raises target price to $75 from $61

Workday Inc WDAY.O: Piper Sandler cuts target price to $235 from $255

Workday Inc WDAY.O: Piper Sandler cuts to underweight from neutral

XPO Inc XPO.N: Barclays raises target price to $145 from $135

XPO Inc XPO.N: Jefferies raises target price to $155 from $140