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U.S. RESEARCH ROUNDUP-Equinix, Generac Holdings, Gilead

ReutersFeb 12, 2026 7:22 AM

- Wall Street securities analysts revised their ratings and price targets on several U.S.-listed companies, including Equinix, Generac Holdings and Gilead, on Thursday.

HIGHLIGHTS

Equinix Inc EQIX.O: Jefferies raises target price to $1,000 from $950

Generac Holdings Inc GNRC.N: JP Morgan raises target price to $229 from $200

Gilead GILD.O: TD Cowen raises target price to $160 from $145

Kaiser Aluminum Corp KALU.O: JP Morgan raises target price to $118 from $105

McDonald's MCD.N: Piper Sandler raises target price to $325 from $323

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

Applovin Corp APP.O: Jefferies cuts target price to $700 from $860

Applovin Corp APP.O: JP Morgan cuts target price to $500 from $650

Applovin Corp APP.O: Piper Sandler cuts target price to $650 from $800

AT&T Inc T.N: RBC raises target price to $31 from $29

BorgWarner BWA.N: TD Cowen raises target price to $66 from $45

Centrus Energy Corp LEU.N: JP Morgan cuts target price to $236 from $242

Dupont DD.N: JP Morgan raises target price to $57 from $50

Equinix Inc EQIX.O: Jefferies raises target price to $1,000 from $950

ETSY Inc ETSY.N: Jefferies cuts target price to $55 from $62

Fennec Pharmaceuticals Inc FENC.O: B. Riley initiates coverage with buy rating; PT $16

Fis FIS.N: JP Morgan cuts target price to $65 from $80

Ford F.N: Daiwa Capital Markets raises target price to $14 from $13

Generac Holdings Inc GNRC.N: JP Morgan raises target price to $229 from $200

Generac Holdings Inc GNRC.N: TD Cowen raises target price to $255 from $220

Gilead GILD.O: TD Cowen raises target price to $160 from $145

Globalfoundries Inc GFS.O: Jefferies raises target price to $46 from $37

Globalfoundries Inc GFS.O: JP Morgan raises target price to $45 from $35

Globalfoundries Inc GFS.O: TD Cowen raises target price to $56 from $42

Hilton Worldwide HLT.N: TD Cowen raises target price to $350 from $330

Hubspot Inc HUBS.N: Jefferies cuts target price to $325 from $560

Hubspot Inc HUBS.N: JP Morgan cuts target price to $530 from $650

Hubspot Inc HUBS.N: Piper Sandler cuts target price to $280 from $400

Hubspot Inc HUBS.N: Raymond James cuts target price to $280 from $525

Humana HUM.N: Leerink Partners cuts target price to $185 from $267

Inspire Medical Systems Inc INSP.N: Jefferies cuts target price to $66 from $81

Inspire Medical Systems Inc INSP.N: JP Morgan cuts target price to $67 from $118

Inspire Medical Systems Inc INSP.N: Leerink Partners cuts target price to $78 from $127

Inspire Medical Systems Inc INSP.N: RBC cuts target price to $68 from $90

Kaiser Aluminum Corp KALU.O: JP Morgan raises target price to $118 from $105

Martin Marietta Materials Inc MLM.N: D.A. Davidson cuts target price to $680 from $690

McDonald's MCD.N: Jefferies raises target price to $375 from $360

McDonald's MCD.N: Piper Sandler raises target price to $325 from $323

McDonald's MCD.N: RBC raises target price to $330 from $320

Motorola MSI.N: Piper Sandler raises target price to $499 from $443

Msa Safety Inc MSA.N: B. Riley raises target price to $210 from $195

Northern Trust Corp NTRS.O: JP Morgan raises target price to $153.5 from $145

Paycom Software Inc PAYC.N: Jefferies cuts target price to $130 from $190

Paycom Software Inc PAYC.N: TD Cowen cuts target price to $137 from $184

Pegasystems Inc PEGA.O: D.A. Davidson cuts target price to $60 from $85

Pegasystems Inc PEGA.O: RBC cuts target price to $65 from $80

Q2 Holdings Inc QTWO.N: Raymond James cuts target price to $80 from $90

Ryder System Inc R.N: JP Morgan raises target price to $203 from $197

Sharkninja Inc SN.N: Jefferies raises target price to $200 from $175

Siteone Landscape Supply Inc SITE.N: Jefferies raises target price to $190 from $170

Siteone Landscape Supply Inc SITE.N: RBC raises target price to $171 from $151

Tenet Healthcare Corp THC.N: RBC raises target price to $277 from $253

Tenet Healthcare Corp THC.N: TD Cowen raises target price to $242 from $230

Terex Corp TEX.N: Jefferies raises target price to $70 from $50

T-Mobile TMUS.O: Scotiabank cuts target price to $266 from $270.5

T-Mobile TMUS.O: TD Cowen cuts target price to $252 from $263

Unity Software Inc U.N: BTIG cuts target price to $41 from $60

Valvoline Inc VVV.N: JP Morgan cuts to underweight from neutral

Valvoline Inc VVV.N: JP Morgan raises target price to $35 from $30

Vertex Inc VERX.O: D.A. Davidson cuts target price to $13 from $23

Vertex Inc VERX.O: Jefferies cuts to hold from buy; cuts target price to $16 from $28

Vertiv Holdings Co VRT.N: JP Morgan raises target price to $305 from $225

Vertiv Holdings Co VRT.N: RBC raises target price to $266 from $200

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