US Brokerage Updates: CBOE Raised by Morgan Stanley, DuPont Cut by JPMorgan
Newsquawk ·
In recent Wall Street brokerage updates, Morgan Stanley upgraded Cboe Global Markets (CBOE) from Underweight to Overweight, setting a price target of USD 358. Conversely, JPMorgan lowered DuPont (DD) from Overweight to Neutral, attaching a price target of USD 145. Additional rating changes saw Scotiabank elevate WeBull (BULL) to Sector Outperform from Sector Perform. Monness, Crespi, Hardt raised Elastic (ESTC) from Neutral to Buy with a price target of USD 120. Oppenheimer adjusted Fastly (FSLY) from Perform to Outperform, assigning a price target of USD 35. Meanwhile, BofA Securities upgraded ICON (ICLR) to Neutral, Piper Sandler raised Jack Henry & Associates (JKHY) to Overweight with a USD 175 price target, Barclays moved South Bow (SOBO) to Equalweight with a USD 33 price target, and JPMorgan upgraded VF Corp (VFC) to Neutral with a USD 18 price target. On the downgrade side, William Blair lowered Alignment Healthcare (ALHC) to Market Perform, Northland downgraded Astera Labs (ALAB) to Market Perform, and Gemini Space Station (GEMI) was reduced to Underweight.
AI 시장 분석
Major investment banks including Morgan Stanley and JPMorgan have upgraded or downgraded ratings for several stocks such as Cboe Global Markets (CBOE) and DuPont (DD). CBOE was raised with a price target of $358, heightening expectations for buying inflows, whereas DuPont was downgraded to neutral, capping its upside. Investors should closely monitor the impact of each brokerage's research reports on short-term supply and demand and stock volatility of individual equities.
상승 영향
- Exchanges — Morgan Stanley upgraded CBOE's rating to overweight and presented a price target of $358, raising expectations for institutional buying inflows and increased fee revenue.
하락 영향
- Chemicals — JPMorgan downgraded DuPont (DD) from overweight to neutral and lowered its price target to $145, increasing short-term earnings momentum weakening and downward pressure on the stock.
DYAX 전담 분석
Upgrades and downgrades by major investment banks trigger portfolio rebalancing among institutional investors, directly affecting short-term stock price direction. In particular, Morgan Stanley upgrading CBOE's rating to overweight and setting a price target of $358 serves as a factor improving investment sentiment across the exchange sector.
Going forward, upgraded stocks can achieve further gains if earnings improvements become tangible, while downgraded stocks like DuPont may undergo corrections due to concerns over sluggish earnings. Volume expansion trends of related stocks and earnings projections in subsequent analyst reports should be watched as core indicators.
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