米国市場11月5日 22:29

米証券会社の投資判断変更：HSBCがLHを格上げ、Loop CapitalがDLTRを格下げ

ORIGINAL · NewsquawkUS BROKER MOVES: LH upgraded at HSBC; DLTR downgraded at Loop Capital原文を見る原文を閉じる

UPGRADES Acadian Asset Management (AAMI) Upgraded from Equalweight to Overweight at Morgan Stanley; PT USD 110 Afya (AFYA) Upgraded from Underweight to Equalweight at Morgan Stanley; PT USD 12.60 Cinemark (CNK) Upgraded from Equalweight to Overweight at Morgan Stanley; PT USD 50 Circle Internet Group (CRCL) Upgraded from Neutral to Buy at Compass Point; PT USD 99 First Solar (FSLR) Upgraded from Market Perform to Outperform at William Blair Corning (GLW) Upgraded from Equalweight to Overweight at Fox Advisors ZoomInfo (GTM) Upgraded from Underweight to Neutral at Piper Sandler JetBlue Airways (JBLU) Upgraded from Hold to Buy at Deutsche Bank; PT USD 5.50 Joby Aviation (JOBY) Upgraded from Hold to Buy at Canaccord; PT USD 7 Labcorp (LH) Upgraded from Hold to Buy at HSBC; PT USD 410 Lyntris (LYNX) Upgraded from Outperform to Strong Buy at Raymond James; PT USD 18 Materion (MTRN) Upgraded from Neutral to Buy at Seaport Global Securities; PT USD 250 MYR Group (MYRG) Upgraded from Sector Weight to Overweight at KeyBanc; PT USD 361 Procore Technologies (PCOR) Upgraded from Hold to Buy at Loop Capital Tennant (TNC) Upgraded from Hold to Buy at Freedom Broker; PT USD 85 Trex (TREX) Upgraded from Underperform to Buy at BofA Securities; PT USD 65 Frontier Group (ULCC) Upgraded from Hold to Buy at Deutsche Bank; PT USD 10 DOWNGRADES Amcor (AMCR) Downgraded from Buy to Hold at Deutsche Bank; PT USD 45 Arm Holdings (ARM) Downgraded from Strong Buy to Neutral at Presidents Capital Management; PT USD 205 American Water Works (AWK) Downgraded from Outperform to Market Perform at Huntington Boise Cascade (BCC) Downgraded from Outperform to Market Perform at BMO Capital Cisco (CSCO) Downgraded from Overweight to Equalweight at Morgan Stanley; PT USD 120 Dollar Tree (DLTR) Downgraded from Buy to Hold at Loop Capital Fair Isaac (FICO) Downgraded from Outperform to Sector Perform at RBC Capital; PT USD 770 Fidelity National Information Services (FIS) Downgraded from Buy to Neutral at BofA Securities; PT USD 33 Fidelity National Information Services (FIS) Downgraded from Outperform to Peer Perform at Wolfe Research HubSpot (HUBS) Downgraded from Buy to Neutral at BTIG HubSpot (HUBS) Downgraded from Neutral to Underweight at Cantor Fitzgerald; PT USD 170 HubSpot (HUBS) Downgraded from Overweight to Sector Weight at KeyBanc HubSpot (HUBS) Downgraded from Overweight to Equalweight at Morgan Stanley; PT USD 229 LegalZoom (LZ) Downgraded from Buy to Underperform at BofA Securities; PT USD 6 Melco Resorts & Entertainment (MLCO) Downgraded from Positive to Neutral at Susquehanna MNTN (MNTN) Downgraded from Market Outperform to Market Perform at Citizens MNTN (MNTN) Downgraded from Outperform to In Line at Evercore ISI; PT USD 7 MNTN (MNTN) Downgraded from Buy to Hold at Loop Capital MNTN (MNTN) Downgraded from Outperform to Market Perform at Raymond James Nike (NKE) Downgraded from Hold to Sell at Truist Securities; PT USD 29 PagSeguro Digital (PAGS) Downgraded from Buy to Neutral at UBS; PT USD 8 Paycom Software (PAYC) Downgraded from Buy to Neutral at BTIG Sprouts Farmers Market (SFM) Downgraded from Buy to Neutral at Northcoast Sun Life Financial (SLF) Downgraded from Buy to Hold at TD Cowen StoneCo (STNE) Downgraded from Buy to Neutral at UBS; PT USD 8.50 Taboola (TBLA) Downgraded from Buy to Neutral at Rosenblatt; PT USD 2.80 Taboola (TBLA) Downgraded from Buy to Hold at StoneX ThredUp (TDUP) Downgraded from Outperform to Market Perform at Northland; PT USD 2 ThredUp (TDUP) Downgraded from Outperform to Market Perform at William Blair Veracyte (VCYT) Downgraded from Outperform to Market Perform at Leerink; PT USD 35 Varonis Systems (VRNS) Downgraded from Positive to Neutral at Susquehanna; PT USD 49.75 Expro Group (XPRO) Downgraded from Overweight to Equalweight at Barclays; PT USD 14 INITIATIONS ATI (ATI) Initiated at Buy at Citi; PT USD 229 Beam Therapeutics (BEAM) Initiated at Buy at Jones Trading; PT USD 35 Editas Medicine (EDIT) Initiated at Buy at Jones Trading; PT USD 8 New Era Energy & Digital (NUAI) Initiated at Buy at Alliance Global Partners Prime Medicine (PRME) Initiated at Buy at Jones Trading; PT USD 6 Vicore Pharma (VCRE) Initiated at Buy at Chardan; PT USD 15

StockNow 速報AI分析

11月5日のまとめは、証券会社による投資判断の引き上げ・引き下げと6件の「買い」での新規カバレッジ開始を報じている。複数の企業では証券会社の判断が分かれたが、アナリストが判断に至った理由は説明されていない。

速報の内容

格上げ Acadian Asset Management（AAMI）：Morgan Stanleyが「Equalweight」から「Overweight」に格上げ。目標株価：110米ドル Afya（AFYA）：Morgan Stanleyが「Underweight」から「Equalweight」に格上げ。目標株価：12.60米ドル Cinemark（CNK）：Morgan Stanleyが「Equalweight」から「Overweight」に格上げ。目標株価：50米ドル Circle Internet Group（CRCL）：Compass Pointが「Neutral」から「Buy」に格上げ。目標株価：99米ドル First Solar（FSLR）：William Blairが「Market Perform」から「Outperform」に格上げ Corning（GLW）：Fox Advisorsが「Equalweight」から「Overweight」に格上げ ZoomInfo（GTM）：Piper Sandlerが「Underweight」から「Neutral」に格上げ JetBlue Airways（JBLU）：Deutsche Bankが「Hold」から「Buy」に格上げ。目標株価：5.50米ドル Joby Aviation（JOBY）：Canaccordが「Hold」から「Buy」に格上げ。目標株価：7米ドル Labcorp（LH）：HSBCが「Hold」から「Buy」に格上げ。目標株価：410米ドル Lyntris（LYNX）：Raymond Jamesが「Outperform」から「Strong Buy」に格上げ。目標株価：18米ドル Materion（MTRN）：Seaport Global Securitiesが「Neutral」から「Buy」に格上げ。目標株価：250米ドル MYR Group（MYRG）：KeyBancが「Sector Weight」から「Overweight」に格上げ。目標株価：361米ドル Procore Technologies（PCOR）：Loop Capitalが「Hold」から「Buy」に格上げ Tennant（TNC）：Freedom Brokerが「Hold」から「Buy」に格上げ。目標株価：85米ドル Trex（TREX）：BofA Securitiesが「Underperform」から「Buy」に格上げ。目標株価：65米ドル Frontier Group（ULCC）：Deutsche Bankが「Hold」から「Buy」に格上げ。目標株価：10米ドル格下げ Amcor（AMCR）：Deutsche Bankが「Buy」から「Hold」に格下げ。目標株価：45米ドル Arm Holdings（ARM）：Presidents Capital Managementが「Strong Buy」から「Neutral」に格下げ。目標株価：205米ドル American Water Works（AWK）：Huntingtonが「Outperform」から「Market Perform」に格下げ Boise Cascade（BCC）：BMO Capitalが「Outperform」から「Market Perform」に格下げ Cisco（CSCO）：Morgan Stanleyが「Overweight」から「Equalweight」に格下げ。目標株価：120米ドル Dollar Tree（DLTR）：Loop Capitalが「Buy」から「Hold」に格下げ Fair Isaac（FICO）：RBC Capitalが「Outperform」から「Sector Perform」に格下げ。目標株価：770米ドル Fidelity National Information Services（FIS）：BofA Securitiesが「Buy」から「Neutral」に格下げ。目標株価：33米ドル Fidelity National Information Services（FIS）：Wolfe Researchが「Outperform」から「Peer Perform」に格下げ HubSpot（HUBS）：BTIGが「Buy」から「Neutral」に格下げ HubSpot（HUBS）：Cantor Fitzgeraldが「Neutral」から「Underweight」に格下げ。目標株価：170米ドル HubSpot（HUBS）：KeyBancが「Overweight」から「Sector Weight」に格下げ HubSpot（HUBS）：Morgan Stanleyが「Overweight」から「Equalweight」に格下げ。目標株価：229米ドル LegalZoom（LZ）：BofA Securitiesが「Buy」から「Underperform」に格下げ。目標株価：6米ドル Melco Resorts & Entertainment（MLCO）：Susquehannaが「Positive」から「Neutral」に格下げ MNTN（MNTN）：Citizensが「Market Outperform」から「Market Perform」に格下げ MNTN（MNTN）：Evercore ISIが「Outperform」から「In Line」に格下げ。目標株価：7米ドル MNTN（MNTN）：Loop Capitalが「Buy」から「Hold」に格下げ MNTN（MNTN）：Raymond Jamesが「Outperform」から「Market Perform」に格下げ Nike（NKE）：Truist Securitiesが「Hold」から「Sell」に格下げ。目標株価：29米ドル PagSeguro Digital（PAGS）：UBSが「Buy」から「Neutral」に格下げ。目標株価：8米ドル Paycom Software（PAYC）：BTIGが「Buy」から「Neutral」に格下げ Sprouts Farmers Market（SFM）：Northcoastが「Buy」から「Neutral」に格下げ Sun Life Financial（SLF）：TD Cowenが「Buy」から「Hold」に格下げ StoneCo（STNE）：UBSが「Buy」から「Neutral」に格下げ。目標株価：8.50米ドル Taboola（TBLA）：Rosenblattが「Buy」から「Neutral」に格下げ。目標株価：2.80米ドル Taboola（TBLA）：StoneXが「Buy」から「Hold」に格下げ ThredUp（TDUP）：Northlandが「Outperform」から「Market Perform」に格下げ。目標株価：2米ドル ThredUp（TDUP）：William Blairが「Outperform」から「Market Perform」に格下げ Veracyte（VCYT）：Leerinkが「Outperform」から「Market Perform」に格下げ。目標株価：35米ドル Varonis Systems（VRNS）：Susquehannaが「Positive」から「Neutral」に格下げ。目標株価：49.75米ドル Expro Group（XPRO）：Barclaysが「Overweight」から「Equalweight」に格下げ。目標株価：14米ドル新規カバレッジ ATI（ATI）：Citiが「Buy」でカバレッジ開始。目標株価：229米ドル Beam Therapeutics（BEAM）：Jones Tradingが「Buy」でカバレッジ開始。目標株価：35米ドル Editas Medicine（EDIT）：Jones Tradingが「Buy」でカバレッジ開始。目標株価：8米ドル New Era Energy & Digital（NUAI）：Alliance Global Partnersが「Buy」でカバレッジ開始 Prime Medicine（PRME）：Jones Tradingが「Buy」でカバレッジ開始。目標株価：6米ドル Vicore Pharma（VCRE）：Chardanが「Buy」でカバレッジ開始。目標株価：15米ドル

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