Mercados de EE. UU.3 de noviembre a las 07:23 a.m.

MOVIMIENTOS DE CORREDORES EN EE. UU.: Barclays mejora la calificación de BE; TD Cowen rebaja la de MRVL

ORIGINAL · NewsquawkUS BROKER MOVES: BE upgraded at Barclays; MRVL downgraded at TD CowenLeer el originalOcultar original

UPGRADES Afya (AFYA) Upgraded from Neutral to Buy at Citi; PT USD 16 Aon (AON) Upgraded from Market Perform to Outperform at BMO Capital; PT USD 380 Bloom Energy (BE) Upgraded from Equalweight to Overweight at Barclays; PT USD 289 Ibotta (IBTA) Upgraded from Sell to Neutral at Goldman Sachs; PT USD 58 Marsh McLennan (MRSH) Upgraded from Market Perform to Outperform at BMO Capital; PT USD 230 Cloudflare (NET) Upgraded from Neutral to Overweight at JPMorgan; PT USD 350 onsemi (ON) Upgraded from Hold to Buy at Craig-Hallum; PT USD 85 Strattec Security (STRT) Upgraded from Hold to Buy at Freedom Broker; PT USD 79 Tempus AI (TEM) Upgraded from Underperform to Hold at Jefferies; PT USD 70 Twilio (TWLO) Upgraded from Reduce to Hold at HSBC; PT USD 215 DOWNGRADES Arthur J. Gallagher (AJG) Downgraded from Outperform to Market Perform at BMO Capital; PT USD 295 Chevron (CVX) Downgraded from Buy to Hold at DZ Bank; PT USD 240 D.R. Horton (DHI) Downgraded from Market Perform to Underperform at Raymond James Coca-Cola FEMSA (KOF) Downgraded from Outperform to Market Perform at Itaú BBA; PT USD 116 Lumentum (LITE) Downgraded from Buy to Neutral at B. Riley; PT USD 770 ManpowerGroup (MAN) Downgraded from Outperform to Neutral at BNP Paribas Exane; PT USD 52.50 Mistras Group (MG) Downgraded from Buy to Neutral at Roth/MKM; PT USD 20.35 monday.com (MNDY) Downgraded from Buy to Hold at TD Cowen; PT USD 105 Medical Properties Trust (MPT) Downgraded from Outperform to Neutral at BNP Paribas Exane; PT USD 2.25 Meridian Corporation (MRBK) Downgraded from Buy to Neutral at DA Davidson Merck & Co. (MRK) Downgraded from Buy to Hold at DZ Bank; PT USD 153 Marvell Technology (MRVL) Downgraded from Buy to Hold at TD Cowen; PT USD 175 Once Upon A Farm (OFRM) Downgraded from Buy to Underperform at BofA Securities; PT USD 10 Roku (ROKU) Downgraded from Buy to Neutral at Rosenblatt Verra Mobility (VRRM) Downgraded from Neutral to Underweight at JPMorgan INITIATIONS AIRO Group (AIRO) Initiated at Buy at Roth/MKM; PT USD 16 nLight (LASR) Initiated at Buy at Needham; PT USD 50 MNTN (MNTN) Initiated at Buy at Freedom Broker; PT USD 16.50 Pony AI (PONY) Initiated at Overweight at Morgan Stanley; PT USD 10 Powerus (PUSA) Initiated at Outperform at Northland; PT USD 5 Retension Pharmaceuticals (RTSN) Initiated at Outperform at Leerink; PT USD 50 Retension Pharmaceuticals (RTSN) Initiated at Outperform at Oppenheimer; PT USD 50 Sportsman's Warehouse (SPWH) Initiated at Buy at Ladenburg Thalmann TRex Bio (TRXB) Initiated at Overweight at Cantor Fitzgerald TRex Bio (TRXB) Initiated at Outperform at Evercore ISI; PT USD 28 TRex Bio (TRXB) Initiated at Overweight at JPMorgan; PT USD 20 TRex Bio (TRXB) Initiated at Buy at Stifel; PT USD 39

Análisis con IA de StockNow

El boletín enumera mejoras, rebajas e inicios de cobertura por parte de corredurías el 3 de noviembre de 2026, incluida la mejora de recomendación de Bloom Energy por Barclays y la rebaja de Marvell por TD Cowen.

Detalle de la noticia

MEJORAS DE CALIFICACIÓN Afya (AFYA): mejora de Neutral a Buy en Citi; precio objetivo USD 16 Aon (AON): mejora de Market Perform a Outperform en BMO Capital; precio objetivo USD 380 Bloom Energy (BE): mejora de Equalweight a Overweight en Barclays; precio objetivo USD 289 Ibotta (IBTA): mejora de Sell a Neutral en Goldman Sachs; precio objetivo USD 58 Marsh McLennan (MRSH): mejora de Market Perform a Outperform en BMO Capital; precio objetivo USD 230 Cloudflare (NET): mejora de Neutral a Overweight en JPMorgan; precio objetivo USD 350 onsemi (ON): mejora de Hold a Buy en Craig-Hallum; precio objetivo USD 85 Strattec Security (STRT): mejora de Hold a Buy en Freedom Broker; precio objetivo USD 79 Tempus AI (TEM): mejora de Underperform a Hold en Jefferies; precio objetivo USD 70 Twilio (TWLO): mejora de Reduce a Hold en HSBC; precio objetivo USD 215 REBAJAS DE CALIFICACIÓN Arthur J. Gallagher (AJG): rebaja de Outperform a Market Perform en BMO Capital; precio objetivo USD 295 Chevron (CVX): rebaja de Buy a Hold en DZ Bank; precio objetivo USD 240 D.R. Horton (DHI): rebaja de Market Perform a Underperform en Raymond James Coca-Cola FEMSA (KOF): rebaja de Outperform a Market Perform en Itaú BBA; precio objetivo USD 116 Lumentum (LITE): rebaja de Buy a Neutral en B. Riley; precio objetivo USD 770 ManpowerGroup (MAN): rebaja de Outperform a Neutral en BNP Paribas Exane; precio objetivo USD 52.50 Mistras Group (MG): rebaja de Buy a Neutral en Roth/MKM; precio objetivo USD 20.35 monday.com (MNDY): rebaja de Buy a Hold en TD Cowen; precio objetivo USD 105 Medical Properties Trust (MPT): rebaja de Outperform a Neutral en BNP Paribas Exane; precio objetivo USD 2.25 Meridian Corporation (MRBK): rebaja de Buy a Neutral en DA Davidson Merck & Co. (MRK): rebaja de Buy a Hold en DZ Bank; precio objetivo USD 153 Marvell Technology (MRVL): rebaja de Buy a Hold en TD Cowen; precio objetivo USD 175 Once Upon A Farm (OFRM): rebaja de Buy a Underperform en BofA Securities; precio objetivo USD 10 Roku (ROKU): rebaja de Buy a Neutral en Rosenblatt Verra Mobility (VRRM): rebaja de Neutral a Underweight en JPMorgan INICIO DE COBERTURA AIRO Group (AIRO): inicia cobertura con Buy en Roth/MKM; precio objetivo USD 16 nLight (LASR): inicia cobertura con Buy en Needham; precio objetivo USD 50 MNTN (MNTN): inicia cobertura con Buy en Freedom Broker; precio objetivo USD 16.50 Pony AI (PONY): inicia cobertura con Overweight en Morgan Stanley; precio objetivo USD 10 Powerus (PUSA): inicia cobertura con Outperform en Northland; precio objetivo USD 5 Retension Pharmaceuticals (RTSN): inicia cobertura con Outperform en Leerink; precio objetivo USD 50 Retension Pharmaceuticals (RTSN): inicia cobertura con Outperform en Oppenheimer; precio objetivo USD 50 Sportsman's Warehouse (SPWH): inicia cobertura con Buy en Ladenburg Thalmann TRex Bio (TRXB): inicia cobertura con Overweight en Cantor Fitzgerald TRex Bio (TRXB): inicia cobertura con Outperform en Evercore ISI; precio objetivo USD 28 TRex Bio (TRXB): inicia cobertura con Overweight en JPMorgan; precio objetivo USD 20 TRex Bio (TRXB): inicia cobertura con Buy en Stifel; precio objetivo USD 39

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