US BROKER MOVES: BE upgraded at Mizuho; ISRG downgraded at HSBC

UPGRADES

• Adient (ADNT) Upgraded to Outperform from Neutral at BNP Paribas Exane; PT USD 26


• Grupo Aeroportuario del Sureste (ASR) Upgraded to Buy from Hold at HSBC; PT USD 349 (prev USD 384)


• Avantor (AVTR) Upgraded to Peerperform from Underperform at Wolfe Research


• Bloom Energy (BE) Upgraded to Outperform from Neutral at Mizuho; PT USD 242 (prev USD 285)


• CoreWeave (CORZ) Upgraded to Outperform from Market Perform at Keefe, Bruyette & Woods; PT USD 28


• New Oriental Education (EDU) Upgraded to Neutral from Underperform at Macquarie; PT USD 56.50 (prev USD 49)


• Garrett Motion (GTX) Upgraded to Buy from Hold at Deutsche Bank; PT USD 36 (prev USD 33)


• Humana (HUM) Upgraded to Outperform from In Line at Evercore ISI; PT USD 480 (prev USD 430)


• Humana (HUM) Upgraded to Outperform from Market Perform at Leerink; PT USD 513


• Lemonade (LMND) Upgraded to Market Perform from Underperform at Keefe, Bruyette & Woods; PT USD 48


• Rio Tinto (RIO) Upgraded to Buy from Hold at Berenberg; PT USD 113 (prev USD 107)


• Sprouts Farmers Market (SFM) Upgraded to Overweight from Neutral at JPMorgan; PT USD 103 (prev USD 80)


• Werner Enterprises (WERN) Upgraded to Positive from Neutral at Susquehanna

DOWNGRADES

• Banc of California (BANC) Downgraded to Neutral from Buy at Brean Capital


• Banco Santander Brasil (BSBR) Downgraded to Neutral from Overweight at JPMorgan; PT USD 6 (prev USD 6.50)


• Capricor Therapeutics (CAPR) Downgraded to Neutral from Buy at H.C. Wainwright


• Capricor Therapeutics (CAPR) Downgraded to Neutral from Buy at Ladenburg Thalmann


• Capricor Therapeutics (CAPR) Downgraded to Perform from Outperform at Oppenheimer


• Capricor Therapeutics (CAPR) Downgraded to Neutral from Overweight at Piper Sandler; PT USD 2 (prev USD 58)


• Cincinnati Financial (CINF) Downgraded to Neutral from Buy at BofA Securities; PT USD 193 (prev USD 197)


• Fiverr International (FVRR) Downgraded to Neutral from Buy at Goldman Sachs; PT USD 13 (prev USD 26)


• Fiverr International (FVRR) Downgraded to Perform from Outperform at Oppenheimer


• Fiverr International (FVRR) Downgraded to Sector Perform from Sector Outperform at Scotiabank; PT USD 10


• Humana (HUM) Downgraded to Market Perform from Outperform at Raymond James


• Intuitive Surgical (ISRG) Downgraded to Hold from Buy at HSBC; PT USD 931


• Lithia Motors (LAD) Downgraded to Neutral from Buy at UBS; PT USD 440 (prev USD 370)


• Las Vegas Sands (LVS) Downgraded to Hold from Buy at Argus


• Masco (MAS) Downgraded to In Line from Outperform at Evercore ISI; PT USD 78 (prev USD 86)


• Meta Platforms (META) Downgraded to Neutral from Buy at Presidents Capital Management; PT USD 660


• NBT Bancorp (NBTB) Downgraded to Equal Weight from Overweight at Stephens; PT USD 55


• Neenah (NP) Downgraded to Market Perform from Outperform at BMO Capital; PT USD 32


• O-I Glass (OI) Downgraded to Neutral from Outperform at BNP Paribas Exane; PT USD 8.50


• Option Care Health (OPCH) Downgraded to Hold from Buy at Deutsche Bank; PT USD 24 (prev USD 26)


• PennyMac Financial Services (PFSI) Downgraded to Neutral from Overweight at Piper Sandler; PT USD 86 (prev USD 106)


• SiteOne Landscape Supply (SITE) Downgraded to Hold from Buy at Stifel; PT USD 100 (prev USD 153)


• Semtech (SMTI) Downgraded to Hold from Buy at Lake Street


• Semtech (SMTI) Downgraded to Neutral from Buy at H.C. Wainwright


• Stock Yards Bancorp (SYBT) Downgraded to Market Perform from Outperform at Hovde Group; PT USD 90


• Tenable (TENB) Downgraded to Neutral from Overweight at Piper Sandler; PT USD 30 (prev USD 35)


• Wix.com (WIX) Downgraded to Outperform from Strong Buy at Raymond James; PT USD 70 (prev USD 75)

INITIATIONS

• Actuate Therapeutics (ACTU) Initiated Buy at Rodman & Renshaw; PT USD 6


• Aeon Biopharma (AEON) Initiated Buy at Lake Street; PT USD 1


• Dave (DAVE) Initiated Hold at Freedom Capital; PT USD 400


• Fannie Mae (FNMA) Initiated Neutral at Wedbush; PT USD 8


• Kymera Therapeutics (KYMR) Initiated Hold at Deutsche Bank; PT USD 120


• Qualcomm (QCOM) Initiated Buy at Rosenblatt; PT USD 235

30 Jul 2026 - 13:30- Equities- Source: Market Source