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U.S. RESEARCH ROUNDUP-Arcellx, Costar Group, Magnite

ReutersFeb 26, 2026 10:50 AM

- Wall Street securities analysts revised their ratings and price targets on several U.S.-listed companies, including Arcellx, Costar Group and Magnite, on Thursday.

HIGHLIGHTS

Arcellx Inc ACLX.O: Guggenheim cuts to neutral from buy; cuts PT to $115 from $120

Costar Group Inc CSGP.O: BTIG cuts target price to $60 from $80

First Solar Inc FSLR.O: Deutsche Bank cuts to hold from buy; cuts PT to $245 from $300

Magnite Inc MGNI.O: B. Riley cuts target price to $20 from $25

United Therapeutics Corp UTHR.O: Jefferies raises target price to $640 from $575

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

Acadia Healthcare Company Inc ACHC.O: RBC raises target price to $28 from $17

Agilent Technologies Inc A.N: Jefferies cuts target price to $135 from $150

Agilent Technologies Inc A.N: TD Cowen cuts target price to $157 from $170

American Tower Corp AMT.N: Jefferies raises target price to $209 from $200

Arcellx Inc ACLX.O: Guggenheim cuts to neutral from buy; cuts PT to $115 from $120

Arcutis Biotherapeutics Inc ARQT.O: TD Cowen raises target price to $35 from $30

Array Technologies Inc ARRY.O: JP Morgan cuts target price to $11 from $15

Array Technologies Inc ARRY.O: RBC cuts target price to $9 from $10

Autozone Inc AZO.N: JP Morgan raises target price to $4,300 from $4,100

BJ's Wholesale Club Holdings Inc BJ.N: JP Morgan raises target price to $94 from $90

Blackstone Secured Lending Fund BXSL.N: KBW cuts target price to $27 from $29

Boston Beer Company Inc SAM.N: Bernstein cuts target price to $218 from $230

C3.Ai Inc AI.N: Canaccord Genuity cuts target price to $7 from $16

C3.Ai Inc AI.N: D.A. Davidson cuts target price to $7 from $13

Circle Internet Group Inc CRCL.N: Canaccord Genuity cuts PT to $160 from $247

Clear Secure Inc YOU.N: Telsey Advisory Group raises target price to $55 from $45

Costar Group Inc CSGP.O: BTIG cuts target price to $60 from $80

Driven Brands Holdings DRVN.O: Piper Sandler cuts to neutral from overweight; cuts PT to $12 from $19

Energy Recovery Inc ERII.O: B. Riley cuts target price to $12 from $16

Enovix Corp ENVX.O: Canaccord Genuity cuts target price to $15 from $21

EOG Resources Inc EOG.N: JP Morgan raises target price to $125 from $115

Everus Construction Group Inc ECG.N: D.A. Davidson raises PT to $130 from $102

Exlservice Holdings Inc EXLS.O: JP Morgan cuts target price to $42 from $49

Ferguson Enterprises Inc FERG.N: JP Morgan raises target price to $270 from $245

First Solar Inc FSLR.O: Deutsche Bank cuts to hold from buy; cuts PT to $245 from $300

Gulfport Energy Corp GPOR.N: JP Morgan raises target price to $228 from $194

Intapp Inc INTA.O: Piper Sandler cuts target price to $25 from $33

Ionq Inc IONQ.N: D.A. Davidson cuts target price to $35 from $55

Ionq Inc IONQ.N: Jefferies cuts target price to $90 from $100

Ionq Inc IONQ.N: JP Morgan cuts target price to $42 from $47

Kymera Therapeutics Inc KYMR.O: Piper Sandler raises target price to $140 from $125

L3Harris Technologies Inc LHX.N: Bernstein raises target price to $435 from $406

L3Harris Technologies Inc LHX.N: JP Morgan raises target price to $410 from $395

Lowe's Companies Inc LOW.N: Bernstein cuts target price to $303 from $313

Lowe's Companies Inc LOW.N: HSBC cuts target price to $260 from $263

Lowe's Companies Inc LOW.N: Jefferies raises target price to $305 from $285

Lowe's Companies Inc LOW.N: Piper Sandler raises target price to $300 from $294

Lowe's Companies Inc LOW.N: RBC raises target price to $264 from $257

Lowe's Companies Inc LOW.N: TD Cowen cuts target price to $280 from $295

Lowe's Companies Inc LOW.N: Telsey Advisory Group raises pt to $295 from $285

Magnite Inc MGNI.O: B. Riley cuts target price to $20 from $25

Magnite Inc MGNI.O: Scotiabank cuts target price to $16 from $30

Matador Resources Co MTDR.N: JP Morgan raises target price to $54 from $47

Medline Inc MDLN.O: Jefferies raises target price to $56 from $50

Medline Inc MDLN.O: RBC raises target price to $53 from $47

MGP Ingredients Inc MGPI.O: Roth MKM cuts target price to $32 from $41

Mosaic Co MOS.N: JP Morgan cuts to underweight from neutral

Nvidia Corp NVDA.O: Bernstein raises target price to $300 from $275

Nvidia Corp NVDA.O: HSBC cuts target price to $295 from $310

Nvidia Corp NVDA.O: JP Morgan raises target price to $265 from $250

Nvidia Corp NVDA.O: Morgan Stanley raises target price to $260 from $250

Nvidia Corp NVDA.O: RBC raises target price to $250 from $240

Owens Corning OC.N: Jefferies cuts target price to $156 from $163

Procept Biorobotics Corp PRCT.O: Jefferies cuts target price to $30 from $39

Procept Biorobotics Corp PRCT.O: Leerink Partners cuts target price to $30 from $55

Protagonist Therapeutics Inc PTGX.O: TD Cowen raises target price to $100 from $90

Range Resources Corp RRC.N: JP Morgan raises target price to $41 from $35

Root Inc ROOT.O: KBW cuts target price to $104 from $150

Salesforce Inc CRM.N: Baird cuts target price to $250 from $315

Salesforce Inc CRM.N: Barclays cuts target price to $252 from $265

Salesforce Inc CRM.N: Bernstein cuts target price to $194 from $223

Salesforce Inc CRM.N: Canaccord Genuity cuts target price to $250 from $300

Salesforce Inc CRM.N: JP Morgan cuts target price to $320 from $365

Salesforce Inc CRM.N: Piper Sandler cuts target price to $250 from $280

Salesforce Inc CRM.N: Raymond James cuts target price to $290 from $375

Salesforce Inc CRM.N: RBC cuts target price to $210 from $290

Sarepta Therapeutics Inc SRPT.O: Baird cuts target price to $20 from $22

Semtech Corp SMTC.O: B. Riley raises target price to $115 from $91

Sezzle Inc SEZL.O: B. Riley raises target price to $99 from $76

Snowflake Inc SNOW.N: Barclays cuts target price to $192 from $204

Snowflake Inc SNOW.N: Bernstein cuts target price to $195 from $237

Snowflake Inc SNOW.N: D.A. Davidson cuts target price to $250 from $300

Snowflake Inc SNOW.N: Jefferies cuts target price to $250 from $300

Snowflake Inc SNOW.N: JP Morgan cuts target price to $245 from $268

Snowflake Inc SNOW.N: Piper Sandler cuts target price to $230 from $285

Snowflake Inc SNOW.N: Raymond James cuts target price to $200 from $250

Snowflake Inc SNOW.N: Scotiabank cuts target price to $205 from $290

Soleno Therapeutics Inc SLNO.O: TD Cowen cuts target price to $85 from $120

Spok Holdings Inc SPOK.O: B. Riley cuts target price to $14 from $21

Synopsys Inc SNPS.O: Piper Sandler cuts target price to $430 from $520

Target Corp TGT.N: Bernstein raises target price to $91 from $80

Target Corp TGT.N: JP Morgan raises target price to $115 from $100

TJX Companies Inc TJX.N: Bernstein raises target price to $175 from $170

TJX Companies Inc TJX.N: BTIG raises target price to $185 from $165

TJX Companies Inc TJX.N: Jefferies raises target price to $180 from $170

Trade Desk Inc TTD.O: New Street Research cuts to sell rating

Trade Desk Inc TTD.O: Scotiabank cuts target price to $32 from $60

United Therapeutics Corp UTHR.O: Jefferies raises target price to $640 from $575

United Therapeutics Corp UTHR.O: RBC raises target price to $643 from $587

United Therapeutics Corp UTHR.O: TD Cowen raises target price to $575 from $525

Zoom Communications Inc ZM.O: Bernstein cuts target price to $88 from $90

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