The most discussed and market movement research around Wall Street are now in one place. Here are today’s research calls that investors need to know, as compiled by De Vlieg.
Top 5 Upgrades:
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Melius Research has been upgraded Boeing (Ba) to buy at Hold with a price target of $ 204 after the company’s victory over Lockheed Martin (LMT) for the sixth-gen Fighter program of the Air Force.
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Guggenheim has been upgraded Pinterest (Pin) to buy neutral with a price target of $ 40, an increase of $ 39. Trends for user growth remain “healthy” and the company expects generating income from the user base to grow with the rates from the top of the 2025-27 market.
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Jefferies has been upgraded Fedex (FDX) To buy at De Wacht with a price target of $ 275, against $ 300. With the market ‘exaggerated by the macro’, the company thinks that investors now ignore the idiosyncratic cost transformations at FedEx that it can lead to continuing EPS growth in FY26 and FY27,
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Raymond James Upgraded Coherent (COHR) To strong buy from Outperform with a price target of $ 91, a decrease of $ 110, after the GTC -Keynote address of NVIDIA (NVDA) and Corning Analyst Day meetings.
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Raymond James Upgraded Lumentum (Lite) To strong buy from Outperform with a price target of $ 82, against $ 96. Concern about co-packed optics is exaggerated, what has put pressure on the stock, and the optical model of Raymond James gives a strong demand of 800 g.
Top 5 Downgrades:
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Melius Research has been lowered Lockheed Martin (LMT) to keep buying with a price target of $ 483, against $ 603. Boeing (BA) had a victory over Lockheed in the sixth generation Fighter program of the Air Force, the company says investors in a research memorandum. Bofa lowered Lockheed Martin to Neutral van Buy with a price target of $ 485, against $ 685, after the White House and the American Air Force announced that they opted for Boeing for Lockheed as the winner of the next generation Air Dominance program of the USAF.
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Goldman Sachs downgraded Super micro (SMCI) Selling neutral with a price target of $ 32, against $ 40. The company now regards the risk/remuneration of Super Micro as unfavorable and regards downward risks of appreciation, competition and gross marges.
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Evercore Isi has relegated Lennar (S) up to the row of Outperform with a price target of $ 131, against $ 159, according to the Fiscal Q1 report. The Q2 Grossarge guide of 18% was lower than hoped, and the management indicated that it was due to incentives that increased even further from the first quarter, the company says investors in a research memorandum.
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BMO Capital Downgraded Civitas Sources (CIVI) To Markt performing from Outperform with a price target of $ 42, at $ 50. The shares have been withdrawn after the Q4 results and remain cheap in the field of a free cash flow, but Civitas needs a higher oil price to achieve a re-rating, the company says investors in a research bill.
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Stephens downgraded Height -oncology (Elim) by the same weight of overweight with a price target of $ 1, against $ 5, after recent news about the discontinuation of development for EO-3021. The company has shifted the focus to their internal developed pre-clinical assets EO-1022, a HER3-oriented ADC, with pre-clinical data expected during the AACR annual meeting, the company noted.
