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U.S. RESEARCH ROUNDUP-Air Products, Biogen and JLL

ReutersAug 14, 2025 6:10 PM

- Wall Street securities analysts revised their ratings and price targets on several U.S.-listed companies, including Air Products, Biogen and JLL, on Thursday.

HIGHLIGHTS

* Air Products APD.N: TD Cowen raises target price to $335 from $315

* Biogen BIIB.O: Piper Sandler raises target price to $118 from $115

* JLL JLL.N: Jefferies raises target price to $332 from $306

* Kodiak Sciences Inc KOD.O: JP Morgan raises to neutral from underweight

* TKO Group TKO.N: Jefferies raises target price to $250 from $220

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

* Academy Sports and Outdoors Inc ASO.O: Wells Fargo raises target price to $55 from $43

* Acadia Healthcare Company Inc ACHC.O: Raymond James cuts target price to $26 from $40

* Acadia Healthcare Company Inc ACHC.O: Raymond James cuts to outperform from strong buy

* Acrivon Therapeutics Inc. ACRV.O: Oppenheimer cuts target price to $8 from $9

* Advanced Micro Devices AMD.O: BofA Global Research adds stock to its us1 list

* Air Products APD.N: TD Cowen raises target price to $335 from $315

* Allurion Technologies Inc ALUR.N: Jefferies cuts target price to $9 from $18

* Alumis Inc ALMS.O: Leerink Partners cuts target price to $20 from $29

* American Water AWK.N: Argus Research raises target price to $160 from $155

* Amgen Inc AMGN.O: Bernstein cuts target price to $335 from $350

* ArcelorMittal SA MT.N: Wells Fargo initiates coverage with equal weight rating

* ArcelorMittal SA MT.N: Wells Fargo target price $33

* Asbury Automotive Group Inc ABG.N: Stephens raises PT to $277.00 from $225.00

* Asbury Automotive Group Inc ABG.N: Stephens raises to overweight from equal-weight

* Ast Spacemobile Inc ASTS.O: UBS raises target price to $62 from $38

* Atlanta Braves Holdings Inc BATRA.O: Benchmark raises target price to $67 from $60

* Avient AVNT.N: Deutsche Bank raises target price to $42 from $40

* AZZ Inc AZZ.N: Wells Fargo initiates coverage with overweight rating; target price $128

* Biogen BIIB.O: Piper Sandler raises target price to $118 from $115

* BNY BK.N: Truist Securities raises target price to $109 from $100

* BP BP.N: Scotiabank raises target price $42.00 from $34.00

* BP BP.N: Scotiabank raises to sector outperform from sector perform

* Brinker International EAT.N: Barclays raises target price to $170 from $166

* Brinker International Inc EAT.N: BMO raises target price to $170 from $150

* Brinker International Inc EAT.N: BofA Global Research raises price objective to $190 from $186

* Brinker International Inc EAT.N: UBS raises target price to $165 from $155

* Brinker International Inc EAT.N: Morgan Stanley raises target to $161.00 from $149.00

* Cabot CBT.N: Deutsche Bank raises target price to $88 from $80

* Campbell'S Co CPB.O: Bernstein cuts target price to $38 from $44

* Cardinal Health Inc CAH.N: Deutsche Bank raises target price to $176 from $163

* Cava Group Inc CAVA.N: Bernstein cuts target price to $100 from $115

* Celanese Corp CE.N: BMO cuts target price to $47 from $55

* CF Industries Holdings Inc CF.N: BofA Global Research cuts price objective to $82 from $93

* CF Industries Holdings Inc CF.N: BofA Global Research cuts to underperform from neutral

* Cheniere Energy Partners LP CQP.N: Barclays cuts target price to $55 from $56

* Cintas Corp CTAS.O: Truist Securities raises target price to $255 from $240

* Cisco CSCO.O: BofA Global Research raises price objective to $85 from $76

* Cisco CSCO.O: Citigroup raises target price to $80 from $71

* Cisco CSCO.O: JP Morgan raises target price to $80 from $78

* Cisco CSCO.O: Melius Research raises target price to $84 from $78

* Cisco CSCO.O: Piper Sandler raises target price to $70 from $64

* Cisco CSCO.O: Wells Fargo raises target price to $83 from $75

* Cisco Systems Inc CSCO.O: Morgan Stanley raises target price to $73.00 from $70.00

* Cisco Systems Inc CSCO.O: Barclays raises target price to $71 from $66

* Cleveland-Cliffs Inc CLF.N: Wells Fargo initiates coverage with equal weight rating

* Cleveland-Cliffs Inc CLF.N: Wells Fargo target price $10

* Coherent Corp COHR.N: Benchmark raises target price to $110 from $95

* Coherent Corp COHR.N: BofA Global Research cuts to neutral from buy

* Coherent Corp COHR.N: BofA Global Research raises price objective to $105 from $92

* Coherent Corp COHR.N: Citigroup raises target price to $125 from $115

* Coherent Corp COHR.N: Raymond James raises target price to $134 from $120

* Coherent Corp COHR.N: Rosenblatt Securities cuts target price to $135 from $150

* Coherent Corp COHR.N: Stifel raises target price to $118 from $100

* Coherent Corp COHR.N: Barclays raises target price to $110 from $90

* Commercial Metals Co CMC.N: Wells Fargo initiates coverage with overweight rating

* Commercial Metals Co CMC.N: Wells Fargo target price $61

* Consolidated Edison, Inc. ED.N: Barclays raises target price to $107 from $101

* Coreweave Inc CRWV.O: Citigroup raises target price to $164 from $160

* Dick's Sporting Goods Inc DKS.N: Wells Fargo raises target price to $215 from $187

* Dow Inc DOW.N: BofA Global Research raises to neutral from underperform

* Duke Energy Corporation DUK.N: Barclays raises target price to $131 from $122

* eBay EBAY.O: Argus Research cuts to hold from buy

* Ecolab Inc ECL.N: UBS raises target price to $295 from $293

* Encompass Health Corp EHC.N: Truist Securities raises target price to $140 from $135

* Ensign Group Inc ENSG.O: UBS raises target price to $195 from $185

* EOG Resources Inc EOG.N: Bernstein raises target price to $146 from $140

* Equitable Holdings Inc EQH.N: JP Morgan cuts target price to $63 from $65

* Estee Lauder EL.N: Deutsche Bank raises target price to $98 from $95

* Federated Hermes Inc FHI.N: RBC raises target price to $51 from $45

* Fortive Corporation FTV.N: Barclays cuts target price to $54 from $58

* Fortive Corporation FTV.N: Barclays cuts to equal-weight from overweight

* Fox Corp FOXA.O: Wells Fargo raises target price to $66 from $62

* Freeport-Mcmoran Inc FCX.N: Bernstein cuts target price to $50.50 from $52.50

* Gogo Business Aviation GOGO.O: Morgan Stanley resumes coverage with equal-weight rating

* Gogo Business Aviation GOGO.O: Morgan Stanley target price $15

* Green Plains Inc GPRE.O: BofA Global Research cuts to underperform from neutral

* Green Plains Inc GPRE.O: BofA Global Research raises price objective to $7 from $4.5

* Haemonetics Corp HAE.N: Mizuho cuts target price to $70 from $90

* HCA Healthcare Inc HCA.N: Wells Fargo cuts target price to $375 from $385

* Humana HUM.N: Wells Fargo cuts target price to $344 from $348

* Ibotta Inc IBTA.N: BofA Global Research cuts price to $24 from $57

* Ibotta Inc IBTA.N: BofA Global Research cuts to underperform from neutral

* Ibotta Inc IBTA.N: Citizens cuts to market perform from market outperform

* Ibotta Inc IBTA.N: Needham cuts target price to $33 from $70

* Ibotta Inc IBTA.N: UBS cuts target price to $30 from $55

* Ibotta Inc IBTA.N: Wells Fargo cuts target price to $30 from $60

* Illinois Tool Works Inc. ITW.N: Barclays cuts to underweight from equal-weight

* Insmed Inc INSM.O: Stifel raises target price to $145 from $121

* Insmed Inc INSM.O: Truist Securities raises target price to $139 from $126

* JLL JLL.N: Jefferies raises target price to $332 from $306

* Kindercare Learning Companies Inc KLC.N: JP Morgan cuts PT to $10 from $15

* Kindercare Learning Companies Inc KLC.N: JP Morgan cuts to neutral from overweight

* Kindercare Learning Companies Inc KLC.N: UBS cuts target price to $11 from $20

* Kodiak Gas Services Inc KGS.N: Barclays raises target price to $37 from $36

* Kodiak Sciences Inc KOD.O: JP Morgan raises to neutral from underweight

* Kratos Defense and Security Solutions Inc KTOS.O: BTIG raises to buy from neutral

* Marketwise Inc MKTW.O: UBS raises target price to $20 from $19

* Marriott MAR.O: BofA Global Research removes stock from its us1 list

* Mersana Therapeutics Inc MRSN.O: BTIG raises target price to $17 from $6

* Mersana Therapeutics Inc MRSN.O: Truist Securities adjusts target price to $36 from $250

* Metagenomi Inc MGX.O: Wells Fargo cuts target price to $12 from $16

* Newmont NEM.N: Bernstein raises target price to $81 from $74

* Noble Corp. NE.N: Barclays raises target price to $32 from $30

* Northern Trust Corp NTRS.O: Truist Securities raises target price to $132 from $128

* Nucor Corp NUE.N: Wells Fargo initiates coverage with equal weight rating; PT $145

* Omega Healthcare Investors Inc OHI.N: Jefferies raises target price to $41 from $38

* ONEOK Inc. OKE.N: Barclays cuts target price to $83 from $91

* Oric Pharmaceuticals, Inc. ORIC.O: H.C. Wainwright cuts target price to $19 from $22

* Palo Alto Networks Inc PANW.O: Rosenblatt Securities cuts target price to $215 from $235

* Pediatrix Medical Group Inc MD.N: UBS raises target price to $16.50 from $16

* Pennantpark Investment Corp PNNT.N: KBW cuts target price to $6.25 from $6.50

* Pennantpark Investment Corp PNNT.N: KBW cuts to underperform from market perform

* Performance Food Group Co PFGC.N: Barclays raises target price to $120 from $112

* Performance Food Group Co PFGC.N: Citigroup raises target price to $127 from $121

* Performance Food Group Co PFGC.N: Truist Securities raises target price to $118 from $101

* Performance Food Group Co PFGC.N: UBS raises target price to $120 from $110

* Performance Food Group Co PFGC.N: Wells Fargo raises target price to $115 from $100

* Pinnacle West Capital Corporation PNW.N: Barclays cuts target price to $93 from $94

* Reliance Inc RS.N: Wells Fargo initiates coverage with equal weight rating; PT $296

* Rocket Companies Inc RKT.N: Morgan Stanley resumes coverage with equal-weight rating

* Rocket Companies Inc RKT.N: Morgan Stanley target price $16

* Rockwell Automation Inc. ROK.N: Barclays raises target price to $370 from $357

* RPM International Inc RPM.N: BofA Global Research raises price objective to $128 from $110

* RPM International Inc RPM.N: BofA Global Research raises to neutral from underperform

* Schrodinger SDGR.O: Barclays initiates coverage with overweight rating PT $25

* Sitime Corp SITM.O: UBS initiates coverage with buy rating and target price $260

* Sphere Entertainment Co SPHR.N: JP Morgan cuts target price to $52 from $55

* Standardaero, Inc. SARO.N: JP Morgan raises target price to $38 from $35

* State Street Corp STT.N: Truist Securities raises target price to $125 from $116

* Steel Dynamics Inc STLD.O: Wells Fargo initiates coverage with overweight rating

* Steel Dynamics Inc STLD.O: Wells Fargo target price $143

* Sunrun Inc RUN.O: Wells Fargo raises target price to $14 from $8

* Talen Energy Corp TLN.O: Barclays raises target price to $418 from $353

* Targa Resources Corp TRGP.N: Scotiabank raises target price to $204 from $201

* Targa Resources Corp. TRGP.N: Barclays cuts target price to $191 from $195

* Tenet Healthcare Corp THC.N: Wells Fargo raises target price to $200 from $195

* TKO Group TKO.N: Jefferies raises target price to $250 from $220

* Ulta Beauty Inc ULTA.O: Raymond James raises target price to $580 from $500

* Universal Health Services Inc UHS.N: Wells Fargo cuts target price to $210 from $225

* Viking Holdings Ltd VIK.N: Stifel raises target price to $75 from $50

* Viper Energy Inc VNOM.O: Wells Fargo cuts target price to $48 from $51

* Wabtec Corp WAB.N: JP Morgan cuts target price to $200 from $216

* Western Alliance Bancorp WAL.N: JP Morgan raises target to $100 from $92

* Williams Cos. WMB.N: Barclays raises target price to $59 from $58

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