U.S. Research Roundup-Cloudflare, Replimune, Walmart - NET News | Rallies
U.S. Research Roundup-Cloudflare, Replimune, Walmart N NET • 2026-08-04 Additional analyst actions reported by Reuters Following is a summary of research actions on U.S. companies reported by Reuters on Tuesday. Stock entries are in alphabetical order.
* Adaptive Biotechnologies Corp ADPT.O: Piper Sandler ups target price to $27.50 from $20.00 * Advanced Energy Industries Inc AEIS.O: Citigroup raises target price to $460 from $435 * Advanced Energy Industries Inc AEIS.O: TD Cowen raises target price to $370 from $350 * Alignment Healthcare Inc ALHC.O: JP Morgan cuts target price to $22 from $26 * Alnylam Pharmaceuticals Inc ALNY.O: Truist Securities cuts target price to $315 from $410 * APi Group Corp APG.N: Wells Fargo initiates coverage with overweight rating * APi Group Corp APG.N: Wells Fargo initiates coverage with target price $53 * Arcbest Corp ARCB.O: Citigroup cuts target price to $171 from $178
* Arxis Inc ARXS.O: Wells Fargo raises target price to $63 from $52
* Asbury Automotive Group Inc ABG.N: JP Morgan cuts target price to $190 from $220
* Autonation AN.N: JP Morgan cuts target price to $210 from $235
* Autozone Inc AZO.N: Barclays cuts target price to $3637 from $3900
* Avista Corp AVA.N: Barclays cuts target price to $37 from $40
* Backblaze Inc BLZE.O: Needham raises target price to $23 from $14
* Bank of New York Mellon Corp BNY.N: JP Morgan raises target price to $159 from $149
* Best Buy Co Inc BBY.N: Telsey Advisory Group raises target price to $95 from $90
* Bowhead BOW.N: Deutsche Bank cuts to hold from buy
* Bowhead BOW.N: Deutsche Bank raises target price to $34 from $31
* Bowhead Specialty Holdings Inc BOW.N: Piper Sandler cuts target price to $34 from $36
* Bowhead Specialty Holdings Inc BOW.N: Piper Sandler cuts to neutral from overweight
* Bowhead Specialty Holdings Inc BOW.N: RBC cuts target price to $34 from $38
* Bowhead Specialty Holdings Inc BOW.N: RBC cuts to sector perform from outperform
* Carpenter Technology Corporation CRS.N: Wells Fargo ups target price to $540 from $425
* CBOE Global Markets Inc CBOE.Z: Jefferies raises target price to $292 from $269
* Centene Corp CNC.N: JP Morgan raises target price to $67 from $60
* Chipotle Mexican Grill Inc CMG.N: Argus Research raises target price to $45 from $40
* Cigna CI.N: Jefferies cuts to hold from buy; cuts target price to $307 from $336
* Clorox CLX.N: Deutsche Bank raises target price to $98 from $94
* Clorox CLX.N: JP Morgan raises target price to $95 from $92
* Clorox CLX.N: RBC cuts target price to $110 from $118
* Cloudflare NET.N: Jefferies raises target price to $290 from $225
* Constellation Energy Corp CEG.O: BMO cuts target price to $376 from $390
* Coreweave Inc CRWV.O: Piper Sandler initiates coverage with overweight rating; PT $151
* D.R. Horton Inc DHI.N: Wells Fargo cuts target price to $155 from $170
* Datadog Inc DDOG.O: Canaccord Genuity raises target price to $295 from $250
* Datadog Inc DDOG.O: Rosenblatt Securities raises target price to $305 from $220
* Dexcom Inc DXCM.O: Argus Research raises target price by $10 to $96
* Echostar Corp ECHO.O: Deutsche Bank cuts target price to $118 from $137
* Ethos Technologies LIFE.O: Deutsche Bank raises target price to $40 from $30
* Ethos Technologies LIFE.O: Barclays raises target price to $37 from $27
* Everquote Inc EVER.O: Needham raises target price to $30 from $25
* Faeth Therapeutics Inc FTH.O: Jonestrading initiates coverage with buy rating
* Faeth Therapeutics Inc FTH.O: Jonestrading initiates coverage with target price $55
* Fair Isaac Corp FICO.N: Mizuho cuts target price to $1344 from $1494
* Fibrobiologics Inc FBLG.O: H.C. Wainwright cuts target price to $6 from $8
* First Bancorp (North Carolina) FBNC.O: KBW raises target price to $70 from $67
* First Solar Inc FSLR.O: Jefferies cuts target price to $196 from $207
* FTAI Aviation Ltd FTAI.O: BTIG cuts target price to $350 from $400
* Fulgent Genetics Inc FLGT.O: Piper Sandler raises target price to $19 from $15
* Genedx Holdings Corp WGS.O: Canaccord Genuity raises target price to $90 from $75
* General Dynamics Corporation GD.N: Wells Fargo raises target price to $440 from $400
* Group 1 Automotive Inc GPI.N: JP Morgan cuts target price to $275 from $320
* Guardant Health Inc GH.O: Piper Sandler raises target price to $193 from $135
* Hexcel Corporation HXL.N: Deutsche Bank raises target price to $100 from $94
* Hexcel Corporation HXL.N: Wells Fargo raises target price to $120 from $95
* HF Sinclair Corp DINO.N: Mizuho raises target price to $85 from $79
* Hilton Grand Vacations HGV.N: Deutsche Bank cuts target price to $62 from $65
* Huntington Ingalls Industries HII.N: Wells Fargo raises target price to $340 from $325
* Huntsman Corporation HUN.N: Wells Fargo cuts target price to $11 from $14
* Ibotta Inc IBTA.N: Wells Fargo raises target price to $40 from $38
* Ichor Holdings Ltd ICHR.O: TD Cowen cuts target price to $100 from $115
* Ichor Holdings Ltd ICHR.O: Needham raises target price to $88 from $72
* Inflection Point Acquisition Corp V IPEX.O: Benchmark initiates coverage with buy rating
* Inflection Point Acquisition Corp V IPEX.O: Benchmark initiates coverage with price target $14
* Inspire Medical Systems Inc INSP.N: Jefferies raises target price to $55 from $50
* Inspire Medical Systems Inc INSP.N: JP Morgan raises target price to $60 from $54
* Inspire Medical Systems Inc INSP.N: Leerink Partners ups target price to $59 from $52
* Inspire Medical Systems Inc INSP.N: Mizuho raises target price to $65 from $55
* Inspire Medical Systems Inc INSP.N: Piper Sandler raises target price to $60 from $55
* Inspire Medical Systems Inc INSP.N: RBC raises target price to $60 from $45
* Inspire Medical Systems Inc INSP.N: Stifel raises target price to $75 from $65
* Inspire Medical Systems Inc INSP.N: Truist Securities ups target price to $62 from $54
* Inspire Medical Systems Inc INSP.N: Truist Securities ups target price to $62 from $54
* Integer Holdings Corp ITGR.N: Truist Securities cuts to hold from buy
* Integer Holdings Corp ITGR.N: Truist Securities raises target price to $127 from $110
* Integer Holdings Corporation ITGR.N: Wells Fargo raises target price to $127 from $84
* Intuit Inc INTU.O: Truist Securities cuts to hold from buy
* Intuit Inc INTU.O: Truist Securities cuts target price to $350 from $410
* Jackson Financial Inc JXN.N: Barclays raises target price to $149 from $139
* Jazz Pharmaceuticals Plc JAZZ.O: Baird raises target price to $280 from $252
* Jazz Pharmaceuticals Plc JAZZ.O: JP Morgan raises target price to $276 from $265
* Jazz Pharmaceuticals Plc JAZZ.O: Needham raises target price to $292 from $282
* Jazz Pharmaceuticals Plc JAZZ.O: Piper Sandler raises target price to $310 from $301
* Jazz Pharmaceuticals Plc JAZZ.O: Raymond James raises target price to $295 from $275
* Jazz Pharmaceuticals Plc JAZZ.O: RBC raises target price to $273 from $258
* Jazz Pharmaceuticals Plc JAZZ.O: Stifel raises target price to $275 from $230
* Jazz Pharmaceuticals Plc JAZZ.O: TD Cowen raises target price to $300 from $275
* Jfrog Ltd FROG.O: Canaccord Genuity raises target price to $95 from $78
* Keros Therapeutics Inc KROS.O: Leerink Partners cuts target price to $23 from $30
* Keros Therapeutics Inc KROS.O: Wells Fargo cuts target price to $18 from $20
* Kontoor Brands Inc KTB.N: JP Morgan raises target price to $105 from $90
* Labcorp LH.N: Piper Sandler raises target price to $309 from $300
* Lantheus Holdings Inc LNTH.O: TD Cowen cuts target price to $102.5 from $110
* Lantheus Holdings Inc LNTH.O: TD Cowen cuts to hold from buy
* Lantheus Holdings Inc LNTH.O: Truist Securities cuts to hold from buy
* Lantheus Holdings Inc LNTH.O: Truist Securities cuts target price to $102.50 from $125
* Levi Strauss & Co LEVI.N: JP Morgan raises target price to $34 from $33
* Lindblad Expeditions Holdings Inc LIND.O: Benchmark raises PT to $40 from $34
* Lithia & Driveway LAD.N: JP Morgan raises target price to $340 from $325
* Marriott MAR.O: JP Morgan cuts target price to $388 from $400
* Marriott MAR.O: Mizuho cuts target price to $374 from $384
* Marriott International MAR.O: Barclays cuts target price to $348 from $379
* Marriott International MAR.O: Deutsche Bank cuts target price to $372 from $379
* Marriott International MAR.O: Wells Fargo cuts target price to $425 from $449
* Mastec Inc MTZ.N: Mizuho cuts target price to $457 from $502
* Matson Inc MATX.N: JP Morgan raises target price to $270 from $230
* Matson Inc MATX.N: Stephens raises target price to $260 from $240
* Merck & Co Inc MRK.N: Jefferies raises target price to $152 from $147
* Mobility Global Inc. MBGL.N: Wells Fargo cuts target price to $25 from $27
* Mohawk Industries Inc MHK.N: Deutsche Bank raises target price to $121 from $109
* Mohawk Industries Inc MHK.N: Truist Securities raises target price to $155 from $135
* Nextpower Inc NXT.O: Mizuho cuts target price to $111 from $142
* Nike Inc NKE.N: JP Morgan cuts target price to $40 from $47
* Nike Inc NKE.N: JP Morgan cuts to underweight from neutral
* Northern Trust Corp NTRS.O: JP Morgan raises target price to $185.5 from $179.5
* Olin Corp OLN.N: Wells Fargo cuts to equal weight from overweight
* Olin Corporation OLN.N: Wells Fargo cuts target price to $20 from $25
* ON Semiconductor Corporation ON.O: Wells Fargo cuts target price to $110 from $130
* ON Semiconductor Corporation ON.O: Mizuho cuts target price to $110 from $125
* ON Semiconductor Corporation ON.O: Needham cuts target price to $116 from $130
* ON Semiconductor Corporation ON.O: Stifel cuts target price to $90 from $107
* Palantir Technologies Inc PLTR.O: Citigroup raises target price to $245 from $200
* Palantir Technologies Inc PLTR.O: D.A. Davidson raises target price to $200 from $175
* Palantir Technologies Inc PLTR.O: Deutsche Bank raises to buy from hold
* Palantir Technologies Inc PLTR.O: Jefferies raises target price to $80 from $70
* Palantir Technologies Inc PLTR.O: Mizuho raises target price to $215 from $185
* Palantir Technologies Inc PLTR.O: Northland Capital raises PT to $200 from $190
* Paymentus Holdings Inc PAY.N: JP Morgan raises target price to $37 from $27
* Paymentus Holdings Inc PAY.N: Raymond James raises target price to $45 from $37
* PBF Energy Inc PBF.N: Mizuho raises target price to $65 from $57
* PDF Solutions Inc PDFS.O: Wells Fargo initiates coverage with equal weight rating
* PDF Solutions Inc PDFS.O: Wells Fargo initiates coverage with target price $50
* Penske Automotive Group Inc PAG.N: JP Morgan raises target price to $215 from $170
* Progressive Corp PGR.N: JP Morgan cuts target price to $241 from $250
* PVH Corp PVH.N: JP Morgan cuts to underweight from neutral
* PVH Corp PVH.N: JP Morgan raises target price to $84 from $70
* Ralph Lauren RL.N: Deutsche Bank raises target price to $441 from $437
* Ralph Lauren Corp RL.N: JP Morgan raises target price to $452 from $434
* RBC Bearings RBC.N: Deutsche Bank raises target price to $686 from $676
* RBC Bearings Inc RBC.N: Truist Securities raises target price to $646 from $615
* Replimune Group Inc REPL.O: Leerink Partners raises target price to $17 from $11
* Replimune Group Inc REPL.O: Leerink Partners raises to outperform from market perform
* Saia Inc SAIA.O: BMO cuts target price to $400 from $470
* Sailpoint Inc SAIL.O: D.A. Davidson initiates coverage with neutral rating; PT $17
* SBA Communications Corp SBAC.O: Raymond James cuts target price to $264 from $270
* Snap Inc SNAP.N: Citigroup raises target price to $6.75 from $6.50
* Snap Inc SNAP.N: Rosenblatt Securities cuts target price to $6 from $6.4
* Snap Inc SNAP.N: Truist Securities cuts target price to $7 from $8
* Snap Inc SNAP.N: Barclays raises target price to $16 from $15
* Snap Inc SNAP.N: Wells Fargo raises target price to $6 from $5
* Sonic Automotive Inc SAH.N: JP Morgan cuts target price to $72 from $76
* SPX Technologies Inc SPXC.N: JP Morgan raises target price to $282 from $270
* State Street Corp STT.N: JP Morgan raises target price to $187 from $176.5
* Summit Midstream Corp SMC.N: TD Cowen initiates coverage with buy rating; PT $39
* Tapestry Inc TPR.N: JP Morgan raises target price to $211 from $205
* Tempus AI Inc TEM.O: BTIG cuts target price to $70 from $80
* the Clorox Company CLX.N: Wells Fargo raises target price to $102 from $95
* Twist Bioscience Corp TWST.O: Leerink Partners raises target price $120 from $110
* Ultra Clean Holdings Inc UCTT.O: Needham raises target price to $125 from $92
* Ultra Clean Holdings Inc UCTT.O: TD Cowen raises target price to $140 from $130
* V2X Inc VVX.N: RBC raises target price to $88 from $75
* V2X Inc VVX.N: Stifel raises target price to $102 from $79
* V2X Inc VVX.N: Truist Securities raises target price to $85 from $70
* Valero Energy Corp VLO.N: Mizuho raises target price to $300 from $289
* Veracyte Inc VCYT.O: Piper Sandler cuts target price to $54 from $66
* Vertex Inc VERX.O: BMO raises target price to $15 from $14
* Vertex Pharmaceuticals Inc VRTX.O: Canaccord Genuity raises PT to $442 from $436
* Vertex Pharmaceuticals Inc VRTX.O: RBC cuts target price to $570 from $577
* Vertex Pharmaceuticals Inc VRTX.O: Stifel raises target price to $500 from $466
* Vertex Pharmaceuticals Inc VRTX.O: TD Cowen raises target price to $550 from $525
* Vishay Intertechnology Inc VSH.N: Needham initiates coverage with buy rating; target price $45
* Vishay Intertechnology Inc VSH.N: Raymond James initiates coverage with outperform rating
* Vishay Intertechnology Inc VSH.N: Raymond James initiates coverage with price target $40
* Walmart Inc WMT.O: Oppenheimer cuts to perform from outperform
* Wealthfront Corporation WLTH.O: Wells Fargo cuts target price to $11.5 from $12
* Yum Brands YUM.N: JP Morgan cuts target price to $160 from $170
(Compiled by Bengaluru Newsroom)
Wall Street analysts revise targets and ratings on several U.S. companies Aug. 4 (Reuters) - Wall Street securities analysts revised their ratings and price targets on several U.S.-listed companies, including Cloudflare, Replimune Group and Walmart on Tuesday.
Highlights
* Advanced Energy Industries Inc AEIS.O: TD Cowen raises target price to $370 from $350 * Cloudflare NET.N: Jefferies raises target price to $290 from $225 * Lantheus Holdings Inc LNTH.O: TD Cowen cuts to hold from buy * Replimune Group Inc REPL.O: Leerink Partners raises to outperform from market perform * Walmart Inc WMT.O: Oppenheimer cuts to perform from outperform