Barclays upgrades Align Technology to Overweight on a conflict-driven pullback.
Jefferies calls Abivax's ulcerative colitis drug a differentiated winner in a market headed for $30 billion.
JPM believes a tightened global helium supply could favor this industrial gas giant's unique reserves.
Citi upgrades Dow to Buy as Middle East tensions drive commodity chemical prices higher.
Barclays upgrades Nike to Overweight as North America reset shows early signs of progress.
TD Cowen upgrades Rivian to Buy ahead of the R2 SUV launch.
Goldman Sachs says rising oil prices could boost one Chinese gas giant's free cash flow by more than 10%.
BMO upgrades Okta to Outperform, citing rising AI agent adoption as an identity security tailwind.
BMO upgrades Westlake, citing Middle East supply disruptions and a US manufacturing edge in polyethylene.
Truist initiates Toll Brothers at Buy, citing luxury housing insulation from affordability pressures.
HSBC upgrades Block after workforce cuts boost earnings outlook.
UBS initiates MiniMax, citing share gains in China’s AI race.
Bernstein and BofA back TJX as an AI-proof retail compounder.
Oppenheimer upgrades Oracle, citing compressed multiples and cloud upside.
Etsy trims the fat, and suddenly the numbers look different.
Raymond James double upgrades GPC ahead of business separation.
UBS upgrades CBRE, calling AI office fears overdone.
Raymond James says Ulta’s earnings growth supports further upside.
Daiwa upgrades T-Mobile, citing stability and growth leadership.
Bank of America says Cadence remains protected from AI disruption.
JPMorgan initiates AeroVironment, citing drone and space growth.
Analysts see opportunity in Stellantis after dividend cut reset expectations.
Jefferies upgrades MITK as AI fraud demand accelerates.
Investors rotate toward chipmakers as AI spending surges.
DB says LUNR is uniquely positioned to dominate the burgeoning lunar infrastructure economy.
