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U.S. RESEARCH ROUNDUP-Broadcom, CNX Resources, Veeva Systems

ReutersMar 5, 2026 3:26 PM

- Wall Street securities analysts revised their ratings and price targets on several U.S.-listed companies, including Broadcom, CNX Resources and Veeva Systems, on Thursday.

HIGHLIGHTS

Broadcom Inc AVGO.O: Melius Research raises target price to $575 from $530

CNX Resources Corp CNX.N: Gerdes Energy Research cuts to neutral from buy

Grocery Outlet Holding Corp GO.O: Jefferies cuts to hold from buy

MongoDB Inc MDB.O: Scotiabank raises to sector outperform from sector perform

Veeva Systems Inc VEEV.N: RBC cuts target price to $275 from $330

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

Antero Resources Corp AR.N: UBS raises target price to $48 from $45

Abercrombie & Fitch Co ANF.N: JP Morgan raises target price to $114 from $102

Affirm Holdings Inc AFRM.O: BofA Global Research reinstates coverage with buy rating

Affirm Holdings Inc AFRM.O: BofA Global Research reinstates coverage with price objective $82

American Eagle Outfitters Inc AEO.N: Jefferies cuts target price to $23 from $25

American Tower Corp AMT.N: Bernstein initiates coverage with market perform rating

American Tower Corp AMT.N: Bernstein initiates coverage with target price $205

Anaptysbio Inc ANAB.O: Stifel raises target price to $85 from $56

Antero Resources Corp AR.N: Benchmark raises to buy from hold

APA Corp (Us) APA.O: UBS raises target price to $36 from $34

APA Corporation APA.O: Benchmark raises target price to $40 from $33

APA Corporation APA.O: Piper Sandler raises target price to $30 from $23

Apple Inc AAPL.O: Rosenblatt Securities raises target price to $268 from $267

Applovin Corp APP.O: Oppenheimer cuts target price to $660 from $740

Aspen Aerogels Inc. ASPN.N: Barclays cuts target price to $3 from $4

Autozone Inc AZO.N: Mizuho raises target price to $3600 from $3550

Avita Medical Inc RCEL.O: Northland Capital initiates coverage with outperform rating

Avita Medical Inc RCEL.O: Northland Capital initiates coverage with target price $10

B&G Foods BGS.N: Barclays raises target price to $5 from $4

Bath & Body Works Inc BBWI.N: Barclays raises target price to $25 from $21

Bath & Body Works Inc BBWI.N: Barclays raises target price to $25 from $21

Bath & Body Works Inc BBWI.N: BofA Global Research raises price to $30 from $26

Bath & Body Works Inc BBWI.N: Deutsche Bank raises target price to $23 from $22

Bath & Body Works Inc BBWI.N: Jefferies raises target price to $25 from $24

Bath & Body Works Inc BBWI.N: JP Morgan cuts target price to $22 from $23

Bellring Brands Inc BRBR.N: Mizuho cuts target price to $34 from $40

Best buy Co Inc BBY.N: D.A. Davidson cuts target price to $78 from $85

Billiontoone Inc BLLN.O: BTIG cuts target price to $140 from $160

Billiontoone Inc BLLN.O: Jefferies cuts target price to $92 from $117

Billiontoone Inc BLLN.O: JP Morgan cuts target price to $120 from $145

Billiontoone Inc BLLN.O: Wells Fargo cuts target price to $90 from $110

Block Inc XYZ.N: BofA Global Research reinstates coverage with buy rating

Block Inc XYZ.N: BofA Global Research reinstates coverage with price objective $88

Broadcom Inc AVGO.O: Argus Research raises target price to $425 from $375

Broadcom Inc AVGO.O: Bernstein raises target price to $525 from $475

Broadcom Inc AVGO.O: BofA Global Research cuts price objective to $450 from $500

Broadcom Inc AVGO.O: Citigroup raises target price to $475 from $458

Broadcom Inc AVGO.O: JP Morgan raises target price to $500 from $475

Broadcom Inc AVGO.O: Melius Research raises target price to $575 from $530

Broadcom Inc AVGO.O: Morgan Stanley raises target price to $470 from $462

Broadcom Inc AVGO.O: Raymond James raises target price to $428 from $420

Broadcom Inc AVGO.O: RBC raises target price to $360 from $340

Broadcom Inc AVGO.O: Rosenblatt Securities raises target price to $500 from $450

Broadcom Inc AVGO.O: Truist Securities raises target price to $545 from $510

Brown-Forman BFb.N: Deutsche Bank cuts target price to $26 from $30

Brown-Forman BFb.N: Morgan Stanley cuts target price to $27 from $29

Calcimedica CALC.O: Oppenheimer cuts target price to $10 from $20

California Resources Corp CRC.N: UBS raises target price to $75 from $63

Carnival Corporation CCL.N: Wells Fargo raises target price to $40 from $38

Centerspace CSR.N: Wells Fargo cuts target price to $69 from $74

Centrus Energy Corp LEU.N: UBS cuts target price to $195 from $245

Chewy Inc CHWY.N: Barclays cuts target price to $48 from $52

Chord Energy Corp CHRD.O: Piper Sandler raises target price to $158 from $151

Chord Energy Corp CHRD.O: UBS raises target price to $142 from $119

Climb Bio Inc CLYM.O: Wedbush initiates coverage with outperform rating; PT $12

CNX Resources Corp CNX.N: Gerdes Energy Research cuts to neutral from buy

CNX Resources Corp CNX.N: Gerdes Energy Research raises target price by $1 to $46

Cogent Communications Holdings Inc CCOI.O: Wells Fargo cuts PT to $23 from $27

Coherent Corp COHR.N: Jefferies raises target price to $325 from $265

Concentra Group Holdings Parent Inc CON.N: Wells Fargo raises target price to $28 from $25

Conocophillips COP.N: UBS raises target price to $144 from $130

Coreweave Inc CRWV.O: Bernstein initiates coverage with underperform rating; price $56

Coterra Energy Inc CTRA.N: UBS raises target price to $38 from $33

Cracker Barrel Old Country Store Inc CBRL.O: UBS raises target price to $31 from $26

Cracker Barrel Old Country Store Inc CBRL.O: Wells Fargo raises target price to $35 from $30

Cross Country Healthcare Inc CCRN.O: Benchmark raises to buy from hold

Crowdstrike CRWD.O: Argus Research cuts target price to $520 from $600

Crowdstrike CRWD.O: Citigroup cuts target price to $525 from $610

Crowdstrike CRWD.O: Morgan Stanley cuts target price to $487 from $537

Crown Castle Inc CCI.N: Bernstein initiates coverage with outperform rating; price $102

CubeSmart CUBE.N: Barclays raises target price to $45 from $43

Dauch Corp DCH.N: Deutsche Bank raises to buy from hold

Delek US Holdings Inc DK.N: JP Morgan raises target price to $46 from $38

Devon Energy Corp DVN.N: UBS raises target price to $55 from $50

Diamondback Energy Inc FANG.O: Benchmark cuts to hold from buy

Diamondback Energy Inc FANG.O: UBS raises target price to $216 from $194

Digital Realty Trust Inc DLR.N: Bernstein initiates coverage with outperform rating

Digital Realty Trust Inc DLR.N: Bernstein initiates coverage with target price $218

Dow Inc DOW.N: BMO raises target price to $35 from $22

Dow Inc DOW.N: BMO raises to market perform from underperform

DT Midstream Inc DTM.N: Barclays raises target price to $141 from $119

DT Midstream Inc DTM.N: JP Morgan raises target price to $142 from $126

Dycom Industries Inc DY.N: B. Riley raises target price to $485 from $420

Dycom Industries Inc DY.N: JP Morgan raises target price to $415 from $395

Dycom Industries Inc DY.N: Raymond James raises target price to $450 from $375

EOG Resources Inc EOG.N: UBS raises target price to $158 from $149

EQT Corp EQT.N: UBS cuts target price to $75 from $76

Equinix Inc EQIX.O: Bernstein initiates coverage with outperform rating

Equinix Inc EQIX.O: Bernstein initiates coverage with target price $1128

Expand Energy Corp EXE.O: Benchmark raises target price to $124 from $112

Extra Space Storage EXR.N: Barclays raises target price to $170 from $164

Fedex FDX.N: Bernstein raises target price to $457 from $427

Genius Sports Limited GENI.N: Oppenheimer cuts target price to $11 from $12

Gossamer Bio GOSS.O: Oppenheimer cuts target price to $3 from $12

Grocery Outlet Holding Corp GO.O: Jefferies cuts target price to $7 from $18

Grocery Outlet Holding Corp GO.O: Jefferies cuts to hold from buy

Grocery Outlet Holding Corp GO.O: Morgan Stanley cuts target price to $7 from $11

Grocery Outlet Holding Corp GO.O: Roth MKM cuts target price to $8 from $13

Grocery Outlet Holding Corp GO.O: Telsey Advisory Group cuts target price to $9 from $15

Grocery Outlet Holding Corp GO.O: Telsey Advisory Group cuts to market perform from outperform

Grocery Outlet Holding Corp GO.O: Wells Fargo cuts target price to $7 from $10.5

Gulfport Energy Corp GPOR.N: UBS raises target price to $267 from $264

Hasbro Inc HAS.O: UBS raises target price to $110 from $99

Independence Realty Trust Inc IRT.N: Wells Fargo cuts target price to $19 from $20

Inspire Medical Systems Inc INSP.N: Stifel cuts target price to $85 from $95

Intrepid Potash Inc IPI.N: UBS raises target price to $25 from $24

Invitation Homes Inc INVH.N: Wells Fargo cuts target price to $28 from $31

Iovance Biotherapeutics Inc IOVA.O: UBS raises target price to $4 from $2

J&J JNJ.N: JP Morgan raises target price to $250 from $225

Keros Therapeutics Inc KROS.O: Wells Fargo cuts target price to $20 from $23

Kinder Morgan Inc KMI.N: Mizuho raises target price to $37 from $31

Kinetik Holdings Inc KNTK.N: Barclays raises target price to $43 from $40

Knife River Corp KNF.N: JP Morgan raises target price to $90 from $83

Kodiak Gas Services Inc KGS.N: Barclays raises target price to $60 from $49

Lennox International LII.N: Oppenheimer raises target price to $645 from $630

Lennox International Inc. LII.N: Wells Fargo raises target price to $560 from $520

Lumentum Holdings Inc LITE.O: Jefferies raises target price to $800 from $680

M&T Bank Corp MTB.N: Jefferies raises target price to $265 from $255

Magnolia Oil & Gas Corp MGY.N: UBS raises target price to $35 from $29

Marriott Vacations Worldwide VAC.N: Mizuho raises target price to $104 from $58

Marriott Vacations Worldwide VAC.N: Mizuho raises to outperform from neutral

Mastercard MA.N: BofA Global Research reinstates coverage with buy rating; price objective $700

Matador Resources Co MTDR.N: UBS raises target price to $52 from $50

Moderna MRNA.O: Berenberg raises target price to $45 from $32

MongoDB Inc MDB.O: Scotiabank raises target price to $310 from $275

MongoDB Inc MDB.O: Scotiabank raises to sector outperform from sector perform

Murphy Oil Corp MUR.N: UBS raises target price to $34 from $30

National Storage Affiliates Trust NSA.N: Barclays raises target price to $38 from $33

National Vision Holdings Inc EYE.O: UBS raises target price to $42 from $39

National Vision Holdings, Inc. EYE.O: Barclays raises target price to $38 from $32

National Vision Holdings, Inc. EYE.O: Wells Fargo raises target price to $30 from $27

NCR Atleos Corp NATL.N: Stifel raises target price to $50.4 from $37

Nextera Energy Inc NEE.N: UBS raises target price to $104 from $91

Northwest Natural Holding Co NWN.N: Stifel raises target price to $58 from $52

Occidental Petroleum Corp OXY.N: Piper Sandler raises target price to $54 from $47

Occidental Petroleum Corp OXY.N: UBS raises target price to $55 from $49

Okta Inc OKTA.O: Berenberg cuts target price to $120 from $145

Okta Inc OKTA.O: Bernstein raises target price to $134 from $129

Okta Inc OKTA.O: Deutsche Bank cuts target price to $80 from $85

Okta Inc OKTA.O: JP Morgan raises target price to $103 from $102

Okta Inc OKTA.O: Morgan Stanley cuts target price to $101 from $110

Okta Inc OKTA.O: Needham cuts target price to $90 from $110

Okta Inc OKTA.O: Piper Sandler cuts target price to $82 from $100

Okta Inc OKTA.O: Scotiabank cuts target price to $80 from $85

Okta Inc OKTA.O: Stephens cuts target price to $95 from $120

Okta Inc OKTA.O: Stifel cuts target price to $92 from $121

Okta Inc OKTA.O: Truist Securities cuts target price to $100 from $115

Okta Inc OKTA.O: UBS cuts target price to $115 from $130

Okta Inc OKTA.O: Oppenheimer cuts target price to $110 from $120

Oracle Corp ORCL.N: Citigroup cuts target price to $310 from $370

Ovintiv Inc OVV.N: UBS raises target price to $69 from $61

PAR Technology Corp PAR.N: Benchmark cuts target price to $42 from $77

PayPal PYPL.O: BofA Global Research reinstates coverage with neutral rating

PayPal PYPL.O: BofA Global Research reinstates coverage with price objective $48

Penn Entertainment Inc PENN.O: Benchmark raises to buy from hold

Permian Resources Corp PR.N: Benchmark cuts to hold from buy

Permian Resources Corp PR.N: UBS raises target price to $23 from $19

Pinnacle Financial Partners Inc PNFP.N: Jefferies cuts target price to $100 from $105

Powell Industries Inc POWL.O: Gerdes Energy Research initiates coverage with hold rating

Powell Industries Inc POWL.O: Gerdes Energy Research initiates coverage with target price $450

Powell Industries Inc POWL.O: Glj Research initiates coverage with hold rating

Powell Industries Inc POWL.O: Glj Research initiates coverage with price target $450

Prudential Financial Inc PRU.N: TD Cowen cuts target price to $105 from $113

Public Service Enterprise Group PEG.N: Barclays raises target price to $89 from $81

Public Storage PSA.N: Barclays raises target price to $347 from $331

Reinsurance Group of America Inc RGA.N: TD Cowen raises target price to $215 from $205

Republic Services Inc RSG.N: UBS raises target price to $240 from $225

Reservoir Media Inc RSVR.O: B. Riley cuts target price to $11 from $11.5

Reservoir Media Inc RSVR.O: B. Riley cuts to neutral from buy

Rigetti Computing Inc RGTI.O: Jefferies cuts target price to $20 from $30

Rigetti Computing Inc RGTI.O: Mizuho cuts target price to $43 from $50

Rigetti Computing Inc RGTI.O: Needham cuts target price to $31 from $51

RTX RTX.N: Deutsche Bank raises target price to $240 from $235

Sable Offshore Corp SOC.N: Benchmark cuts to hold from buy

SBA Communications Corp SBAC.O: Bernstein initiates coverage with market perform rating

SBA Communications Corp SBAC.O: Bernstein initiates coverage with target price $218

Seadrill Ltd SDRL.N: Citigroup raises target price to $46 from $32

Seadrill Ltd SDRL.N: Citigroup raises to neutral from sell

Servicetitan Inc TTAN.O: BMO cuts target price to $108 from $125

SLM Corp SLM.O: Deutsche Bank cuts target price to $32 from $40

Solaris Energy Infrastructure Inc SEI.N: Gerdes Energy Research initiates coverage with buy rating

Solaris Energy Infrastructure Inc SEI.N: Gerdes Energy Research initiates coverage with target price $60

Solaris Energy Infrastructure Inc SEI.N: Glj Research initiates coverage with buy rating

Solaris Energy Infrastructure Inc SEI.N: Glj Research initiates coverage with price target $60

Somnigroup International Inc SGI.N: Truist Securities raises PT to $115 from $105

SSR Mining Inc SSRM.O: BMO raises target price to $41 from $27

SSR Mining Inc SSRM.O: BMO raises to outperform from market perform

SSR Mining Inc SSRM.O: BofA Global Research raises price objective to $45.5 from $23

SSR Mining Inc SSRM.O: BofA Global Research raises to buy from underperform

Staar Surgical Co STAA.O: Mizuho cuts target price to $22 from $28

Staar Surgical Company STAA.O: Wells Fargo cuts target price to $16 from $30.75

Stubhub Holdings Inc STUB.N: BMO cuts target price to $15 from $22

Stubhub Holdings Inc STUB.N: BofA Global Research cuts price objective to $11 from $19

Stubhub Holdings Inc STUB.N: JP Morgan cuts target price to $10 from $22

Stubhub Holdings Inc STUB.N: JP Morgan cuts to neutral from overweight

Surgery Partners Inc SGRY.O: UBS cuts target price to $21 from $29

Talos Energy Inc TALO.N: Benchmark cuts to hold from buy

target Corp TGT.N: Mizuho raises target price to $120 from $100

Texas Capital Bancshares Inc TCBI.O: Jefferies cuts target price to $105 from $110

TKO Group TKO.N: Roth MKM raises target price to $260 from $240

Triplepoint Venture Growth BDC Corp. TPVG.N: Wells Fargo cuts target price to $5 from $5.5

United Therapeutics Corp UTHR.O: UBS raises target price to $705 from $655

Uniti Group Inc UNIT.O: Wells Fargo raises target price to $8 from $7

Vanda Pharmaceuticals Inc VNDA.O: Truist Securities initiates coverage with buy rating

Vanda Pharmaceuticals Inc VNDA.O: Truist Securities initiates coverage with price target $18

Veeva Systems Inc VEEV.N: Morgan Stanley raises target price to $215 from $205

Veeva Systems Inc VEEV.N: Needham cuts target price to $270 from $355

Veeva Systems Inc VEEV.N: Piper Sandler cuts target price to $285 from $355

Veeva Systems Inc VEEV.N: Raymond James cuts target price to $275 from $320

Veeva Systems Inc VEEV.N: RBC cuts target price to $275 from $330

Veeva Systems Inc VEEV.N: Stifel raises target price to $245 from $212

Veeva Systems Inc VEEV.N: TD Cowen cuts target price to $300 from $380

Veeva Systems Inc VEEV.N: Truist Securities cuts target price to $262 from $275

Veeva Systems Inc VEEV.N: UBS raises target price to $220 from $200

Veeva Systems Inc VEEV.N: Wells Fargo cuts target price to $317 from $333

Venture Global Inc VG.N: Wells Fargo raises target price to $10 from $8

Visa Inc V.N: BofA Global Research adds stock to its us1 list

Visa Inc V.N: BofA Global Research reinstates coverage with buy rating; price $410

Wealthfront Corporation WLTH.O: Wells Fargo cuts target price to $12.5 from $15.5

Western Alliance Bancorp WAL.N: Jefferies cuts target price to $100 from $110

Westlake Corp WLK.N: BMO raises target price to $127 from $108

Westlake Corp WLK.N: BMO raises to outperform from market perform

Zions Bancorporation Na ZION.O: Jefferies cuts target price to $70 from $75

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