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U.S. RESEARCH ROUNDUP-AeroVironment, Bumble, Lumentum Holdings

ReutersMar 12, 2026 1:23 PM

- Wall Street securities analysts revised their ratings and price targets on several U.S.-listed companies on Thursday, including AeroVironment, Bumble and Lumentum Holdings.

HIGHLIGHTS

AeroVironment Inc AVAV.O: Jefferies cuts target price to $305 from $390

Bumble Inc BMBL.O: JP Morgan raises to neutral from underweight

Lumentum Holdings Inc LITE.O: TD Cowen initiates coverage with hold rating

SSR Mining Inc SSRM.O: CIBC raises to outperformer from neutral

Wealthfront Corp WLTH.O: KBW cuts to market perform from outperform

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

Aerovironment Inc AVAV.O: BTIG cuts target price to $330 from $415

AeroVironment Inc AVAV.O: Jefferies cuts target price to $305 from $390

Alcoa Corp AA.N: UBS raises target price to $70 from $48

American Airlines AAL.O: Jefferies cuts target price to $12 from $15

Anaptysbio Inc ANAB.O: Wedbush raises target price to $75 from $60

Anglogold Ashanti Plc AU.N: RBC raises target price to $138 from $107

APA Corporation APA.O: Piper Sandler raises target price to $37 from $30

Arista Networks Inc ANET.N: TD Cowen initiates coverage with buy rating

Arista Networks Inc ANET.N: TD Cowen initiates coverage with price target $170

Arrivent Biopharma Inc AVBP.O: BTIG assumes coverage with buy rating

Arrivent Biopharma Inc AVBP.O: BTIG assumes coverage with price target $42

Atlas Energy Solutions AESI.N: Barclays raises target price to $11 from $8

Atmos Energy Corp ATO.N: Jefferies raises target price to $185 from $174

Bumble Inc BMBL.O: BofA Global Research cuts price objective to $3.30 from $3.50

Bumble Inc BMBL.O: Citigroup raises target price to $3.9 from $3.8

Bumble Inc BMBL.O: JP Morgan raises to neutral from underweight

Bumble Inc BMBL.O: Morgan Stanley raises target price to $4 from $3.5

Bumble Inc BMBL.O: Morgan Stanley raises target price to $4.00 from $3.50

Bumble Inc BMBL.O: Susquehanna cuts target price to $3.5 from $4.5

Bumble Inc BMBL.O: Wells Fargo cuts target price to $5 from $5.5

Bunge Global SA BG.N: Morgan Stanley raises target price to $140.00 from $130.00

BWX Technologies Inc BWXT.N: TD Cowen initiates coverage with buy rating

BWX Technologies Inc BWXT.N: TD Cowen initiates coverage with price target $230

Caesars Entertainment Inc CZR.O: Morgan Stanley raises target price to $32 from $25

Campbell'S Co CPB.O: Bernstein cuts target price to $27 from $33

Celanese Corp CE.N: Citigroup raises target price to $81 from $75

Centene Corp CNC.N: Bernstein cuts target price to $48 from $59

Century Aluminum Company CENX.O: Wells Fargo raises target price to $69 from $61

Chord Energy Corp CHRD.O: Piper Sandler raises target price to $190 from $158

Ciena Corp CIEN.N: TD Cowen initiates coverage with buy rating; price target $425

Clean Harbors Inc CLH.N: UBS raises target price to $300 from $240

Coherent Corp COHR.N: TD Cowen initiates coverage with buy rating; price target $330

Conagra Brands Inc CAG.N: Wells Fargo cuts target price to $15 from $20

Conagra Brands Inc CAG.N: Wells Fargo cuts to underweight from equal weight

Core Natural Resources Inc CNR.N: UBS raises target price to $109 from $105

Corning GLW.N: BofA Global Research raises price objective to $144 from $120

Coterra Energy Inc CTRA.N: Piper Sandler raises target price to $47 from $41

Dell Technologies Inc DELL.N: Bernstein raises target price to $220 from $180

Delta Air Lines Inc DAL.N: Jefferies cuts target price to $72 from $84

Devon Energy Corp DVN.N: Piper Sandler raises target price to $67 from $59

Diamondback Energy Inc FANG.O: Piper Sandler raises target price to $248 from $215

Dianthus Therapeutics Inc DNTH.O: Wedbush raises target price to $103 from $80

Dow Inc DOW.N: Citigroup raises to buy from neutral; raises PT to $40 from $28

Eastman Chemical Co EMN.N: Citigroup raises target price to $84 from $78

Elevance Health ELV.N: Bernstein cuts target price to $384 from $409

EOG Resources Inc EOG.N: Piper Sandler raises target price to $144 from $127

Evercore Inc EVR.N: UBS cuts target price to $313 from $383

Exodus Movement Inc (Pre-Reincorporation) EXOD.A: Benchmark cuts PT to $21 from $42

Exodus Movement Inc (Pre-Reincorporation) EXOD.A: BTIG cuts PT to $20 from $30

Farmland Partners Inc FPI.N: Raymond James cuts to market perform from outperform

Freeport-Mcmoran Inc FCX.N: RBC raises target price to $70 from $50

Generac Holdings Inc GNRC.N: Citigroup cuts to neutral from buy

Generac Holdings Inc GNRC.N: Citigroup raises target price to $237 from $207

General Mills Inc GIS.N: Wells Fargo cuts target price to $35 from $45

General Mills Inc GIS.N: Wells Fargo cuts to underweight from equal weight

Hecla Mining Co HL.N: RBC raises target price to $28 from $19

Hewlett Packard Enterprise HPE.N: Bernstein cuts target price to $21 from $24

Houlihan Lokey Inc HLI.N: UBS cuts target price to $163 from $196

HP Inc HPQ.N: Bernstein cuts target price to $21 from $30

Immunitybio Inc IBRX.O: BTIG assumes coverage with buy rating; price target $13

Jabil Inc JBL.N: JP Morgan raises target price to $300 from $270

Jefferies Financial Group Inc JEF.N: UBS cuts target price to $59 from $76

Kohls KSS.N: BofA Global Research cuts price objective to $15.00 from $18.00

Lazard Inc LAZ.N: UBS cuts target price to $48 from $59

Lear Corp LEA.N: RBC initiates coverage with sector perform rating; target price $135

Lumentum Holdings Inc LITE.O: TD Cowen initiates coverage with hold rating

Lumentum Holdings Inc LITE.O: TD Cowen initiates coverage with price target $675

MGIC Investment Corp MTG.N: UBS cuts target price to $28 from $29.50

Micron Technology Inc MU.O: Wells Fargo raises target price to $470 from $410

Minerva Neurosciences Inc NERV.O: H.C. Wainwright raises target price to $7 from $4

Moelis & Co MC.N: UBS cuts target price to $59 from $74

Molina Healthcare Inc MOH.N: Mizuho cuts target price to $180 from $220

Molina Healthcare Inc MOH.N: UBS raises target price to $151 from $145

Murphy Oil Corp MUR.N: Piper Sandler raises target price to $41 from $33

Murphy Oil Corp MUR.N: Piper Sandler raises to overweight from neutral

National Health Investors Inc NHI.N: Truist Securities raises PT to $92 from $85

Netflix Inc NFLX.O: Argus Research raises target price to $120 from $110

Netskope Inc NTSK.O: Deutsche Bank cuts target price to $16 from $22

Netskope Inc NTSK.O: Mizuho cuts target price to $16 from $20

Netskope Inc NTSK.O: Morgan Stanley cuts target price to $18.00 from $27.00

Newmont NEM.N: RBC raises target price to $160 from $125

Occidental Petroleum Corp OXY.N: Piper Sandler raises target price to $66 from $54

Occidental Petroleum Corp OXY.N: Piper Sandler raises to overweight from neutral

Occidental Petroleum Corporation OXY.N: Wells Fargo raises target price to $69 from $47

Occidental Petroleum Corporation OXY.N: Wells Fargo raises to overweight from underweight

Olin Corp OLN.N: Citigroup raises target price to $26 from $21

Oracle Corp ORCL.N: Citigroup raises target price to $320 from $310

Peabody Energy Corp BTU.N: UBS raises target price to $34.50 from $34

PENN Entertainment Inc PENN.O: Mizuho raises target price to $22 from $19

Petco Health and Wellness Co WOOF.O: Jefferies raises target price to $5 from $4.05

Petco Health and Wellness Co WOOF.O: Jefferies raises to buy from hold

PJT Partners Inc PJT.N: UBS cuts target price to $151 from $180

Radian Group Inc RDN.N: UBS cuts target price to $39 from $41

Rhythm Pharmaceuticals Inc RYTM.O: Wells Fargo raises target price to $143 from $136

Risk Reward Honeywellinc HON.O: Morgan Stanley raises target price to $245 from $235

Royal Gold Inc RGLD.O: RBC raises target price to $375 from $285

Servicetitan Inc TTAN.O: BTIG cuts target price to $105 from $130

Smith Douglas Homes Corp SDHC.N: Wells Fargo cuts target price to $14 from $18

Southwest Airlines Co LUV.N: Jefferies cuts target price to $41 from $48

SSR Mining Inc SSRM.O: CIBC raises target price to $48 from $35.50

SSR Mining Inc SSRM.O: CIBC raises to outperformer from neutral

SSR Mining Inc SSRM.O: RBC raises target price to $37 from $27

Tenet Healthcare Corp THC.N: Mizuho raises target price to $265 from $235

the Campbell'S Company CPB.O: Wells Fargo cuts target price to $20 from $28

the Campbell'S Company CPB.O: Wells Fargo cuts to underweight from equal weight

Uipath Inc PATH.N: Mizuho cuts target price to $12 from $15

Uipath Inc PATH.N: Morgan Stanley cuts target price to $17.00 from $19.00

Uipath Inc PATH.N: Needham raises to buy from hold

Uipath Inc PATH.N: TD Cowen cuts target price to $13 from $16

Uipath Inc PATH.N: Truist Securities cuts target price to $12 from $17

Uipath Inc PATH.N: UBS cuts target price to $13 from $17

Uipath Inc PATH.N: Wells Fargo cuts target price to $13 from $14

Ultragenyx Pharmaceutical Inc RARE.O: JP Morgan cuts target price to $74 from $120

Unifirst UNF.N: Barclays raises target price to $280 from $250

United Airlines UAL.O: Jefferies cuts target price to $125 from $148

United Natural Foods UNFI.N: Deutsche Bank raises target price to $46 from $40

Ur-Energy Inc URG.A: H.C. Wainwright cuts target price to $2.3 from $2.6

Vail Resorts Inc MTN.N: Morgan Stanley cuts target price to $147 from $151

Verastem Inc VSTM.O: BTIG assumes coverage with buy rating; price target $19

Warrior Met Coal Inc HCC.N: UBS raises target price to $101 from $100

Wealthfront Corp WLTH.O: JP Morgan cuts target price to $10 from $16

Wealthfront Corp WLTH.O: KBW cuts target price to $9.5 from $13.5

Wealthfront Corp WLTH.O: KBW cuts to market perform from outperform

Wealthfront Corporation WLTH.O: Wells Fargo cuts target price to $12 from $12.5

Westlake Corp WLK.N: Citigroup raises target price to $130 from $124

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