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U.S. RESEARCH ROUNDUP-Block, Sherwin-Williams, Union Pacific

ReutersMar 3, 2026 1:49 PM

- Wall Street securities analysts revised their ratings and price targets on several U.S.-listed companies, including Block, Sherwin-Williams and Union Pacific, on Tuesday.

HIGHLIGHTS

Block Inc XYZ.N: HSBC raises to buy from hold

Mongodb Inc MDB.O: Canaccord Genuity cuts target price to $375 from $455

Select Medical Holdings Corp SEM.N: RBC cuts to sector perform from outperform

Sherwin-Williams Co SHW.N: Berenberg raises target price to $400 from $385

Union Pacific Corp UNP.N: Jefferies raises target price to $300 from $285

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

Acadia Healthcare Company Inc ACHC.O: Barclays raises target price to $20 from $14

Acuity Inc AYI.N: Wells Fargo cuts target price to $370 from $385

ADT Inc ADT.N: Morgan Stanley cuts target price to $7.00 from $9.00

Aerovironment Inc AVAV.O: RBC cuts target price to $325 from $375

Agilent Technologies Inc A.N: Morgan Stanley cuts target price to $160 from $180

Agnico Eagle Mines Ltd AEM.N: CIBC raises target price to $312 from $296

Airbnb Inc ABNB.O: Mizuho raises target price to $175 from $156

Alcoa Corp AA.N: B. Riley raises target price to $78 from $37

Amylyx Pharmaceuticals Inc AMLX.O: Stifel initiates coverage with buy rating

Amylyx Pharmaceuticals Inc AMLX.O: Stifel initiates coverage with target price $21

Apa Corp APA.O: Susquehanna raises target price to $37 from $32

Apogee Therapeutics Inc APGE.O: Wedbush raises target price to $95 from $90

Apple Inc AAPL.O: Barclays raises target price to $248 from $239

Arcbest Corp ARCB.O: Jefferies raises target price to $125 from $110

Asana Inc ASAN.N: Baird cuts target price to $9 from $16

Asana Inc ASAN.N: Morgan Stanley cuts target price to $8.00 from $14.00

Avient AVNT.N: Deutsche Bank raises target price to $46 from $36

AZZ Inc AZZ.N: Wells Fargo cuts to equal weight from overweight

AZZ Inc AZZ.N: Wells Fargo raises target price to $132 from $127

Bain Capital Specialty Finance Inc BCSF.N: Wells Fargo cuts PT to $13 from $14

Bath & Body Works Inc. BBWI.N: Deutsche Bank raises target price to $22 from $21

Belite Bio Inc BLTE.O: Benchmark raises target price to $217 from $187

Belite Bio Inc BLTE.O: BofA Global Research raises price objective to $200 from $195

Berkshire Hathaway BRKb.N: UBS cuts target price to $578 from $587

Bigbear.Ai Holdings Inc BBAI.N: H.C. Wainwright cuts target price to $6 from $8

BlackRock TCP Capital Corp TCPC.O: KBW cuts target price to $3.5 from $7

BlackRock TCP Capital Corp TCPC.O: KBW cuts to underperform from market perform

Blackstone BX.N: JP Morgan cuts target price to $122 from $158

Block Inc XYZ.N: HSBC raises target price to $77 from $70

Block Inc XYZ.N: HSBC raises to buy from hold

Brightspring Health Services Inc BTSG.O: Mizuho raises target price to $50 from $45

Cactus Inc WHD.N: Citigroup raises target price to $63 from $55

California Resources Corp CRC.N: JP Morgan raises target price to $72 from $63

California Resources Corp. CRC.N: Barclays raises target price to $67 from $65

Canadian National Railway Co CNI.N: Jefferies raises target price to $130 from $115

Canadian Pacific Kansas City CP.N: Jefferies raises target price to $105 from $85

Century Aluminum Co CENX.O: B. Riley raises target price to $68 from $24

CF Industries CF.N: Barclays raises target price to $120 from $100

Cirrus Logic Inc CRUS.O: Barclays raises target price to $120 from $110

Coherent Corp COHR.N: Barclays raises target price to $350 from $235

Commercial Metals Company CMC.N: Wells Fargo raises target price to $80 from $79

Compass COMP.N: Deutsche Bank cuts target price to $15 from $16

Core Natural Resources Inc CNR.N: B. Riley raises target price to $119 from $110

Crowdstrike CRWD.O: Wells Fargo resumes coverage with overweight rating; PT $450

CSX Corp CSX.O: Jefferies raises target price to $50 from $42

Dave Inc DAVE.O: B. Riley raises target price to $303 from $297

Dave Inc DAVE.O: KBW raises target price to $295 from $250

Draftkings Inc DKNG.O: BMO raises target price to $50 from $42

Dyne Therapeutics Inc DYN.O: Morgan Stanley cuts target price to $47.00 from $50.00

Expedia Group Inc EXPE.O: Mizuho cuts target price to $245 from $270

Fedex FDX.N: Jefferies raises target price to $450 from $425

First Solar FSLR.O: Barclays cuts target price to $228 from $279

FIS FIS.N: Truist Securities cuts target price to $57 from $69

FS KKR Capital Corp FSK.N: B. Riley cuts target price to $11 from $17.5

GE Aerospace GE.N: Bernstein raises target price to $405 from $374

Globalstar GSAT.O: Deutsche Bank raises target price to $63 from $62

Hallador Energy Co HNRG.O: B. Riley cuts to neutral from buy

Hallador Energy Co HNRG.O: B. Riley raises target price to $23 from $15

Heartland Express, Inc. HTLD.O: Barclays raises target price to $10 from $9

Hilton Grand Vacations Inc HGV.N: Truist Securities raises target price to $67 from $59

Ingram Micro INGM.N: Morgan Stanley raises target price to $23.00 from $21.00

Innovex International Inc. INVX.N: Barclays raises target price to $24 from $20

Installed Building Products IBP.N: Deutsche Bank raises target price to $320 from $255

Installed Building Products Inc IBP.N: Stephens raises target price to $300 from $250

Intellia Therapeutics, Inc. NTLA.O: Wells Fargo raises target price to $15 from $12

J&J JNJ.N: BofA Global Research raises price objective to $253 from $227

Janux Therapeutics Inc JANX.O: Truist Securities cuts target price to $80 from $100

Lendingtree Inc TREE.O: Needham cuts target price to $60 from $85

Life360 Inc LIF.O: Canaccord Genuity cuts target price to $94 from $115

Life360 Inc LIF.O: D.A. Davidson cuts target price to $70 from $94

Lumentum Holdings Inc. LITE.O: Barclays raises target price to $750 from $475

Marriott Vacations Worldwide VAC.N: Truist Securities raises PT to $97 from $81

MongoDB Inc MDB.O: Barclays cuts target price to $370 from $440

MongoDB Inc MDB.O: Bernstein cuts target price to $428 from $452

Mongodb Inc MDB.O: BMO cuts target price to $340 from $400

MongoDB Inc MDB.O: Canaccord Genuity cuts target price to $375 from $455

MongoDB Inc MDB.O: Citigroup cuts target price to $400 from $435

MongoDB Inc MDB.O: D.A. Davidson cuts target price to $315 from $385

Mongodb Inc MDB.O: Mizuho cuts target price to $290 from $380

Mongodb Inc MDB.O: Monness Crespi Hardt cuts target price to $370 from $475

MongoDB Inc MDB.O: Needham cuts target price to $300 from $500

MongoDB Inc MDB.O: RBC cuts target price to $395 from $500

MongoDB Inc MDB.O: Scotiabank cuts target price to $275 from $415

MongoDB Inc MDB.O: Stephens cuts target price to $291 from $440

Mongodb Inc MDB.O: Stifel cuts target price to $330 from $450

Mongodb Inc MDB.O: Truist Securities cuts target price to $375 from $500

Mongodb Inc MDB.O: Wedbush cuts target price to $380 from $440

MongoDB Inc MDB.O: Wells Fargo cuts target price to $375 from $450

Monster Beverage Corp MNST.O: Argus Research raises target price to $100 from $95

Mosaic MOS.N: Barclays cuts to equal-weight from overweight

Natera Inc NTRA.O: Morgan Stanley cuts target price to $250.00 from $265.00

Norfolk Southern Corp NSC.N: Jefferies raises target price to $350 from $300

Norwegian Cruise Line NCLH.N: Barclays cuts target price to $22 from $23

Norwegian Cruise Line NCLH.N: BofA Global Research cuts price objective to $27 from $30

Norwegian Cruise Line NCLH.N: Wells Fargo cuts target price to $32 from $33

Novagold Resources Inc NG.N: B. Riley raises target price to $13 from $9

Novo Nordisk NVO.N: Morgan Stanley cuts target price to $40 from $42

Novo Nordisk NVO.N: Morgan Stanley raises to equal-weight from underweight

Nucor Corp NUE.N: BMO raises target price to $196 from $190

Nucor Corp NUE.N: Wells Fargo raises target price to $194 from $184

Nutrien Ltd NTR.N: Barclays raises target price to $80 from $70

Old Dominion Freight Line Inc ODFL.O: Jefferies raises target price to $210 from $195

Omada Health Inc OMDA.O: Barclays cuts target price to $17 from $22

Once Upon a Farm Pbc OFRM.N: Deutsche Bank initiates coverage with hold rating

Once Upon a Farm Pbc OFRM.N: Deutsche Bank initiates coverage with target price $25

Ormat Technologies Inc ORA.N: RBC initiates coverage with outperform rating; PT $130

Peabody Energy Corp BTU.N: B. Riley raises target price to $43 from $18

Qorvo Inc QRVO.O: Barclays raises target price to $95 from $90

Ramaco Resources Inc METC.O: B. Riley raises target price to $50 from $14

Reliance Inc RS.N: Wells Fargo raises target price to $323 from $315

Riot Platforms Inc RIOT.O: H.C. Wainwright cuts target price to $23 from $26

Rubrik Inc RBRK.N: Barclays cuts target price to $70 from $100

Sabre Corp SABR.O: Bernstein cuts target price to $1.5 from $3

Sabre Corp SABR.O: Bernstein cuts to market perform from outperform

Saia Inc SAIA.O: Jefferies raises target price to $500 from $450

Scotts Miracle-Gro Co SMG.N: Stifel raises target price to $79 from $70

Select Medical Holdings Corp SEM.N: RBC cuts target price to $16.5 from $19

Select Medical Holdings Corp SEM.N: RBC cuts to sector perform from outperform

Septerna Inc SEPN.O: Wells Fargo raises target price to $48 from $28

Sherwin-Williams Co SHW.N: Berenberg raises target price to $400 from $385

Shift4 Payments Inc FOUR.N: Truist Securities cuts target price to $50 from $71

SLR Investment Corp SLRC.O: Wells Fargo cuts target price to $12 from $13

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

Spyglass Pharma SGP.O: Citigroup initiates coverage with buy rating; target price $42

Spyglass Pharma Inc SGP.O: Leerink Partners initiates coverage with outperform rating

Spyglass Pharma Inc SGP.O: Leerink Partners initiates coverage with target price $42

Spyglass Pharma Inc SGP.O: Stifel initiates coverage with buy rating; target price $42

Steel Dynamics Inc STLD.O: Wells Fargo raises target price to $210 from $190

Surgery Partners SGRY.O: Barclays cuts target price to $14 from $18

Targa Resources Corp TRGP.N: JP Morgan raises target price to $260 from $224

Tempus Ai Inc TEM.O: Morgan Stanley cuts target price to $70.00 from $85.00

The Campbell'S Company CPB.O: Wells Fargo cuts target price to $28 from $30

Thredup Inc TDUP.O: Wells Fargo cuts target price to $10 from $13

TJX Companies Inc TJX.N: Argus Research raises target price to $182 from $169

Travel + Leisure Co TNL.N: Truist Securities raises target price to $88 from $71

Union Pacific Corp UNP.N: Jefferies raises target price to $300 from $285

UPS UPS.N: Jefferies raises target price to $135 from $130

Warrior Met Coal Inc HCC.N: B. Riley raises target price to $120 from $74

Westlake Corp WLK.N: BofA Global Research raises price objective to $115 from $82

Whirlpool Corp WHR.N: Stifel cuts target price to $68 from $75

Williams Companies Inc WMB.N: JP Morgan raises target price to $84 from $73

Williams Companies Inc WMB.N: Morgan Stanley raises target price to $90.00 from $83.00

XPO Inc XPO.N: BofA Global Research raises price objective to $238 from $214

XPO Inc XPO.N: Jefferies raises target price to $250 from $215

Zymeworks Inc ZYME.O: Stifel raises target price to $47 from $40

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