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U.S. RESEARCH ROUNDUP- Alphabet, Colgate-Palmolive, Welltower

ReutersMay 4, 2026 5:41 PM
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- Wall Street securities analysts revised their ratings and price targets on several U.S.-listed companies, including Alphabet, Colgate-Palmolive and Welltower on Monday.

HIGHLIGHTS

Alphabet Inc GOOGL.O: Jefferies raises target price to $445 from $400

Apple Inc AAPL.O: Jefferies raises target price to $299.88 from $294.91

Colgate-Palmolive Co CL.N: JP Morgan raises target price to $96 from $95

Murphy USA Inc MUSA.N: Stephens raises target price to $600 from $550

Welltower Inc WELL.N: RBC raises target price to $238 from $230

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

Acadia Healthcare Company Inc ACHC.O: Raymond James raises PT to $39 from $25

Acadia Healthcare Company Inc ACHC.O: Raymond James raises to strong buy from outperform

Advanced Micro Devices AMD.O: Wedbush raises target price to $400 from $290

Affiliated Managers Group AMG.N: Deutsche Bank raises target price to $400 from $390

Agilon Health Inc AGL.N: JP Morgan cuts to underweight from neutral

Air Products & Chemicals APD.N: Deutsche Bank raises target price to $315 from $300

Airbnb Inc ABNB.O: Oppenheimer raises to outperform from perform

Alaska Air Group Inc ALK.N: Citigroup cuts to sell from buy; cuts PT to $32 from $51

Alphabet Inc GOOGL.O: Jefferies raises target price to $445 from $400

Altria MO.N: Deutsche Bank raises target price to $66 from $60

Amazon AMZN.O: Jefferies raises target price to $320 from $300

Ambiq Micro Inc AMBQ.N: UBS raises target price to $43 from $32

American International Group Inc AIG.N: UBS raises target price to $94 from $92

Ameriprise Financial Inc AMP.N: Piper Sandler raises PT to $471 from $460

Ametek AME.N: Barclays raises target price to $230 from $220

Ametek AME.N: Truist Securities raises target price to $275 from $265

Amgen AMGN.O: Guggenheim cuts target price to $340 from $351

Amphenol Corp APH.N: Barclays raises target price to $180 from $175

Apple Inc AAPL.O: Jefferies raises target price to $299.88 from $294.91

Applied Materials Inc AMAT.O: UBS raises target price to $480 from $430

Arcosa ACA.N: Barclays raises target price to $140 from $115

Arcosa Inc ACA.N: Stephens raises target price to $142 from $135

Ares Management Corp ARES.N: Barclays raises target price to $140 from $127

Ares Management Corp ARES.N: BMO raises target price to $125 from $104

Ares Management Corp ARES.N: Oppenheimer cuts target price to $146 from $147

Ares Management Corp ARES.N: UBS raises target price to $127 from $118

Axos Financial Inc AX.N: Raymond James raises target price to $110 from $100

Axsome Therapeutics Inc AXSM.O: Deutsche Bank raises target price to $281 from $245

Axsome Therapeutics Inc AXSM.O: H.C. Wainwright raises target price to $270 from $260

Axsome Therapeutics Inc AXSM.O: Jefferies raises target price to $275 from $245

Axsome Therapeutics Inc AXSM.O: Needham raises target price to $255 from $225

Bandwidth Inc BAND.O: B. Riley raises target price to $55.00 from $27.00

Baxter International BAX.N: Barclays raises target price to $27 from $25

BD BDX.N: Evercore Isi Resumes coverage with outperform rating; target price $180

Bentley Systems Inc BSY.O: UBS cuts target price to $40 from $43

Bob'S Discount Furniture Inc BOBS.N: RBC cuts target price to $18 from $25

Boston Beer Company Inc SAM.N: Citigroup cuts target price to $240 from $250

Boston Beer Company Inc SAM.N: Jefferies cuts target price to $230 from $235

Brightspring Health Services BTSG.O: Deutsche Bank raises target price to $60 from $50

Brightspring Health Services Inc BTSG.O: BMO raises target price to $60 from $52

Brightspring Health Services Inc BTSG.O: TD Cowen raises target price to $65 from $60

Broadridge Financial Solutions Inc BR.N: UBS cuts target price to $165 from $250

Brown & Brown Inc BRO.N: Raymond James cuts target price to $65 from $82

Builders Firstsource BLDR.N: Deutsche Bank cuts target price to $81 from $102

Builders Firstsource Inc BLDR.N: Jefferies cuts target price to $80 from $85

Builders Firstsource Inc BLDR.N: Stephens cuts target price to $85 from $100

Cardinal Health Inc CAH.N: JP Morgan cuts target price to $215 from $243

Casella Waste Systems CWST.O: Barclays raises target price to $102 from $101

Casella Waste Systems CWST.O: Barclays raises to overweight from equal-weight

Caterpillar Inc CAT.N: D.A. Davidson raises target price to $845 from $650

CBOE Global Markets Inc CBOE.Z: Barclays raises target price to $382 from $351

CBOE Global Markets Inc CBOE.Z: KBW raises target price to $335 from $300

CBOE Global Markets Inc CBOE.Z: Piper Sandler raises target price to $355 from $321

CBOE Global Markets Inc CBOE.Z: TD Cowen raises target price to $365 from $293

CBOE Global Markets Inc. CBOE.Z: Deutsche Bank raises target price to $395 from $355

Celcuity Inc CELC.O: H.C. Wainwright raises to buy from neutral; raises PT to $165 from $94

Celcuity Inc CELC.O: Leerink Partners raises target price to $160 from $155

Celcuity Inc CELC.O: Needham raises target price to $155 from $122

Centene Corp CNC.N: TD Cowen raises target price to $47 from $38

CEVA Inc CEVA.O: UBS raises target price to $42 from $27

Chevron Corp CVX.N: JP Morgan raises target price to $224 from $216

Chevron Corp CVX.N: UBS raises target price to $220 from $218

Chevron Corporation CVX.N: Barclays raises target price to $192 from $180

Choice Hotels International Inc CHH.N: Deutsche Bank cuts PT to $114 from $121

Church & Dwight CHD.N: Deutsche Bank raises target price to $109 from $106

Church & Dwight Co Inc CHD.N: JP Morgan raises target price to $99 from $98

Church & Dwight Co Inc CHD.N: RBC raises target price to $114 from $112

Church & Dwight Co Inc CHD.N: UBS raises target price to $100 from $98

Clorox CLX.N: Jefferies cuts target price to $125 from $139

Clorox Company CLX.N: Barclays cuts target price to $85 from $102

Colgate-Palmolive CL.N: Deutsche Bank raises target price to $99 from $98

Colgate-Palmolive CL.N: JP Morgan raises target price to $96 from $95

Colgate-Palmolive CL.N: UBS raises target price to $100 from $98

Constellation Energy Corp CEG.O: TD Cowen cuts target price to $381 from $390

Corcept Therapeutics Inc. CORT.O: H.C. Wainwright raises target price to $75 from $60

Core Scientific Inc CORZ.O: Jefferies raises target price to $24 from $20

Costar Group Inc CSGP.O: RBC cuts target price to $39 from $57

Costar Group Inc CSGP.O: Stephens cuts target price to $42 from $50

Darling Ingredients Inc DAR.N: Stephens raises target price to $75 from $70

Darling Ingredients Inc DAR.N: TD Cowen raises target price to $76 from $72

Dave Inc DAVE.O: KBW raises target price to $330 from $295

Deckers Brands DECK.N: Jefferies cuts target price to $110 from $118

Design Therapeutics Inc DSGN.O: Oppenheimer raises target price to $21 from $18

Dominion Energy D.N: Barclays raises target price to $70 from $66

DTE Energy DTE.N: Barclays cuts target price to $154 from $156

eBay EBAY.O: Deutsche Bank cuts target price to $124 from $132

eBay EBAY.O: Truist Securities raises target price to $105 from $94

Entergy ETR.N: TD Cowen raises target price to $127 from $116

Enterprise Products Partners L.P EPD.N: Truist Securities raises PT to $40 from $36

Epam Systems Inc EPAM.N: Susquehanna cuts target price to $167 from $199

Esperion Therapeutics Inc ESPR.O: Piper Sandler cuts target price to $3.16 from $9

Esperion Therapeutics Inc ESPR.O: Piper Sandler cuts to neutral from overweight

Essex Property Trust Inc ESS.N: Piper Sandler raises target price to $310 from $275

Essex Property Trust Inc ESS.N: Piper Sandler raises to overweight from neutral

Estée Lauder EL.N: B. Riley cuts target price to $85.00 from $105.00

Estée Lauder EL.N: Canaccord Genuity raises target price to $85 from $80

Estee Lauder EL.N: Deutsche Bank raises target price to $108 from $104

Estée Lauder EL.N: Jefferies cuts target price to $80 from $85

Estée Lauder EL.N: JP Morgan raises target price to $99 from $98

Estée Lauder EL.N: Telsey Advisory Group Cuts target price to $90 from $105

Estee Lauder Companies Inc EL.N: UBS raises target price to $85 from $75

ETSY Inc ETSY.N: Jefferies raises target price to $62 from $52

Exxon Mobil XOM.N: JP Morgan raises target price to $173 from $170

Exxon Mobil Corp XOM.N: UBS raises target price to $174 from $171

Fair Isaac Corp FICO.N: Jefferies cuts target price to $1700 from $1800

Fate Therapeutics Inc FATE.O: H.C. Wainwright raises target price to $7 from $5

Fibrobiologics Inc FBLG.O: Maxim Group cuts to hold from buy

First Tracks Biotherapeutics TRAX.O: Piper Sandler initiates coverage with overweight rating; PT$54

Fiserv Inc FISV.O: Susquehanna cuts target price to $91 from $99

Flowserve Corp FLS.N: TD Cowen cuts target price to $85 from $100

Fortinet Inc FTNT.O: BMO raises target price to $100 from $95

Fortive Corp FTV.N: Truist Securities raises target price to $61 from $56

Ftai Aviation Ltd FTAI.O: Jefferies raises target price to $400 from $375

FTI Consulting Inc FCN.N: Truist Securities raises target price to $180 from $165

GoDaddy Inc GDDY.N: Jefferies cuts target price to $95 from $100

Hershey HSY.N: Stephens cuts target price to $250 from $260

HF Sinclair Corp DINO.N: Barclays raises target price to $71 from $61

HF Sinclair Corp DINO.N: TD Cowen raises target price to $80 from $68

Hubbell Inc HUBB.N: Barclays raises target price to $503 from $481

Hubbell Inc HUBB.N: Stephens raises target price to $600 from $550

International Paper Co IP.N: UBS cuts target price to $32 from $40

J M Smucker Co SJM.N: Bernstein cuts target price to $134 from $145

J.M Smucker Co SJM.N: Jefferies cuts target price to $128 from $133

KB Home KBH.N: Truist Securities cuts target price to $50 from $54

Kirby Corp KEX.N: Stephens raises target price to $175 from $155

L3Harris Technologies Inc LHX.N: Bernstein cuts target price to $405 from $435

Lazard Inc LAZ.N: UBS cuts target price to $44 from $45

Lear Corp LEA.N: TD Cowen raises target price to $138 from $132

Lear Corporation LEA.N: Deutsche Bank raises target price to $133 from $120

Levi Strauss & Co LEVI.N: Raymond James raises target price to $25 from $23

Longeveron LGVN.O: H.C. Wainwright cuts target price to $8 from $10

Maplight Therapeutics MPLT.O: H.C. Wainwright initiates coverage with buy rating and PT $45

Martin Marietta Materials Inc MLM.N: Citigroup cuts target price to $731 from $804

Martin Marietta Materials Inc MLM.N: RBC cuts target price to $615 from $630

Martin Marietta Materials Inc MLM.N: Truist Securities raises PT to $730 from $710

Marvell Technology Inc MRVL.O: UBS raises target price to $195 from $120

Mastec Inc MTZ.N: B. Riley raises target price to $500.00 from $440.00

Mastec Inc MTZ.N: Citigroup raises target price to $483 from $440

Mastec Inc MTZ.N: Jefferies raises target price to $493 from $416

Mastec Inc MTZ.N: JP Morgan raises target price to $471 from $386

Mastec Inc MTZ.N: TD Cowen raises target price to $445 from $320

Mastec Inc MTZ.N: Truist Securities raises target price to $518 from $425

Match Group MTCH.O: TD Cowen raises target price to $44 from $37

Meta META.O: Jefferies cuts target price to $825 from $1000

Microchip Technology MCHP.O: BofA Global Research raises price objective to $112 from $95

Microsoft MSFT.O: Jefferies cuts target price to $575 from $675

Mirum Pharmaceuticals Inc MIRM.O: Leerink Partners raises PT to $131 from $118

Mirum Pharmaceuticals, Inc. MIRM.O: H.C. Wainwright raises target price to $175 from $150

Moderna MRNA.O: RBC raises target price to $38 from $35

Moderna Inc MRNA.O: UBS raises target price to $45 from $36

Mohawk Industries Inc MHK.N: Truist Securities cuts target price to $135 from $155

Molson Coors Beverage Company TAP.N: Barclays cuts target price to $41 from $43

Monolithic Power Systems MPWR.O: Citigroup raises target price to $1,820 from $1,350

Murphy USA Inc MUSA.N: Stephens raises target price to $600 from $550

Newell Brands NWL.O: Deutsche Bank raises target price to $4 from $3

Newell Brands NWL.O: UBS raises target price to $4.25 from $3.75

NMI Holdings Inc NMIH.O: KBW cuts target price to $46 from $50

Nuveen S&P 500 Dynamic Overwrite Fund SPXX.N: Stifel initiates coverage with buy rating

Occidental Petroleum Corp OXY.N: Raymond James raises target price to $75 from $64

Old Dominion Freight Line Inc ODFL.O: BMO raises target price to $230 from $215

Onemain Holdings OMF.N: Barclays cuts target price to $61 from $62

Onemain Holdings OMF.N: Deutsche Bank cuts target price to $80 from $81

ONEOK Inc OKE.N: Truist Securities raises target price to $93 from $91

Option Care Health Inc OPCH.O: JP Morgan cuts target price to $33 from $40

Packaging Corp of America PKG.N: Deutsche Bank raises target price to $256 from $225

Parsons Corp PSN.N: Jefferies cuts target price to $55 from $65

Peapack-Gladstone Financial Corp PGC.O: Piper Sandler raises PT to $50 from $41

Pilgrims Pride Corp PPC.O: Stephens cuts target price to $35 from $40

PJT Partners Inc PJT.N: BMO raises target price to $183 from $162

Primoris Services Corp PRIM.N: UBS raises target price to $212 from $176

Prudential Financial PRU.N: Morgan Stanley cuts target price to $92.00 from $106.00

Prudential Financial PRU.N: Morgan Stanley cuts to underweight from equal-weight

PVH Corp PVH.N: Jefferies raises target price to $105 from $90

Quaker Houghton KWR.N: RBC raises target price to $157 from $151

Quanta Services Inc PWR.N: Jefferies raises target price to $857 from $654

Quanta Services Inc PWR.N: UBS raises target price to $900 from $646

Ralph Lauren Corp RL.N: Jefferies raises target price to $425 from $410

Roblox Corp RBLX.N: B. Riley cuts target price to $80.00 from $100.00

Ryan Specialty Holdings Inc RYAN.N: UBS cuts target price to $51 from $59

Safehold Inc SAFE.N: RBC cuts target price to $16 from $18

Safehold Inc SAFE.N: RBC cuts to sector perform from outperform

Saia Inc SAIA.O: BMO raises target price to $450 from $425

Sandisk Corp SNDK.O: Bernstein raises target price to $1,700 from $1250

Schneider National Inc SNDR.N: Benchmark raises target price to $34 from $31

Sharkninja Inc SN.N: Canaccord Genuity raises target price to $161 from $160

Simply Good Foods Co SMPL.O: Mizuho cuts target price to $19 from $30

Sirius XM Holdings Inc SIRI.O: Barrington Research raises target price by $4 to $32

Siteone Landscape Supply Inc SITE.N: Stifel raises to buy from hold

Sofi Technologies Inc SOFI.O: Citigroup cuts target price to $30 from $37

SPX Technologies Inc SPXC.N: Truist Securities raises target price to $261 from $251

Steven Madden Ltd SHOO.O: Needham raises target price to $42 from $41

Strategy MSTR.O: Clear Street raises target price to $233 from $198

Stryker Corp SYK.N: Barclays cuts target price to $394 from $469

Stryker Corp SYK.N: Truist Securities cuts target price to $330 from $380

Summit Therapeutics Plc SMMT.O: H.C. Wainwright cuts target price to $23 from $30

T Rowe price Group Inc TROW.O: BMO raises target price to $110 from $98

Tapestry Inc TPR.N: Jefferies raises target price to $150 from $148

Targa Resources Corp TRGP.N: Seaport Research Partners cuts to neutral from buy

Textron Inc TXT.N: Jefferies raises target price to $115 from $110

Textron Inc TXT.N: JP Morgan raises target price to $105 from $90

Textron Inc TXT.N: UBS raises target price to $100 from $99

the Hershey Company HSY.N: Barclays cuts target price to $220 from $225

Tonix Pharmaceuticals TNXP.O: TD Cowen initiates coverage with buy rating; PT $22

TPG Inc TPG.O: Barclays raises target price to $58 from $56

TPG Inc TPG.O: BMO raises target price to $52 from $44

TPG Inc TPG.O: Deutsche Bank cuts target price to $55 from $58

TPG Inc TPG.O: UBS raises target price to $59 from $54

Trade Desk Inc TTD.O: Wedbush raises to neutral from underperform

Twilio Inc TWLO.N: Mizuho raises target price to $200 from $165

Valero Energy Corp VLO.N: TD Cowen raises target price to $276 from $255

Ventas Inc VTR.N: BMO raises target price to $100 from $93

Ventas Inc VTR.N: RBC raises target price to $98 from $91

Ventas Inc VTR.N: UBS raises target price to $93 from $85

VICI Properties Inc VICI.N: Deutsche Bank cuts target price to $31 from $32

Virtus Investment Partners Inc VRTS.N: Barclays cuts PT to $125 from $128

Virtus Investment Partners Inc VRTS.N: Piper Sandler cuts PT to $170 from $181

Vistra Corp VST.N: TD Cowen cuts target price to $230 from $253

Vital Farms Inc VITL.O: D.A. Davidson cuts to neutral from buy; cuts PT to $16 from $47

Vital Farms Inc VITL.O: Mizuho cuts target price to $20 from $40

Weatherford International Plc WFRD.O: Citigroup raises target price to $134 from $115

Welltower Inc WELL.N: BMO raises target price to $245 from $240

Welltower Inc WELL.N: RBC raises target price to $238 from $230

Welltower Inc WELL.N: UBS raises target price to $249 from $240

Wesco International Inc WCC.N: Stephens raises target price to $350 from $275

Wesco International Inc. WCC.N: Barclays raises target price to $375 from $313

Western Digital Corp WDC.O: Argus Research raises target price to $500 from $300

Western Digital Corp WDC.O: Bernstein raises target price to $590 from $340

Whirlpool Corp WHR.N: Stifel cuts target price to $55 from $68

XPO Inc XPO.N: BMO raises target price to $240 from $230

XPO Inc XPO.N: Oppenheimer raises target price to $236 from $228

Yum Brands YUM.N: BMO raises target price to $168 from $165

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