Here Are Thursday’s Top Wall Street Analyst Research Calls: AT&T, Applied Digital, Autodesk, Duke Energy, Exxon Mobil, JPMorgan Chase & Company, Live Nation Entertainment, and More
A Wall Street analyst roundup cites macro moves and multiple stock rating changes. JPMorgan was upgraded to Buy at Deutsche Bank with a $375 target. AT&T was raised to Outperform at Wolfe Research with a $29 target. Pegasystems’ target was cut to $25. Applied Digital, Autodesk, Exxon Mobil, Live Nation, and Tyler Technologies received new initiations with stated targets.
How this was made
The 30-second read
Why it matters
The only trader-relevant new facts are the specific rating and price-target changes for each named issuer; the macro section provides context for why those calls may have muted or amplified effects.
Market read
Analyst rating/PT changes can shift short-term positioning, but the article’s dominant macro narrative (oil, yields) may overwhelm single-note effects.
What to watch
Macro (Brent, 10-year yield) is the dominant driver described; analyst notes may matter less than rate/inflation expectations for near-term price action.
Background
The article frames a risk-off pre-market backdrop with higher oil prices and rising Treasury yields, then lists analyst upgrades, downgrades, and initiations for many US stocks.
Ticker impact
AT&T was upgraded to Outperform from Peer Perform at Wolfe Research with a $29 target, a fresh rating and price objective change.
Likely modest positive drift around the note, with follow-through contingent on broader macro tape.
This is a multi-name analyst call roundup, so the upgrade is actionable but not a standalone fundamental catalyst.
JPMorgan Chase was upgraded to Buy from Hold at Deutsche Bank, with the target raised to $375 from $345.
Short-term upside bias versus peers, but expect limited impact without additional company-specific news.
The article provides the rating/PT change but no new JPM-specific operational or earnings datapoint.
Southern Company was cut to Underweight from Sector Weight at KeyBanc, with a $79 target.
Potential near-term underperformance versus the sector until new catalysts emerge.
The note is a direct sentiment reset, but the piece lacks new fundamentals beyond the analyst action.
Pegasystems was downgraded at Loop Capital, with its target slashed to $25 from $55.
Downside bias and higher volatility risk around the downgrade dissemination.
The article discloses a concrete PT cut, but does not include the underlying thesis details.
Duke Energy was raised to Overweight from Sector Weight at KeyBanc, with a $139 target.
Mild positive drift possible, especially if utilities are benefiting from rate-stability narratives.
This is a rating/PT change without new company fundamentals in the text.
Ameren was upgraded to Overweight from Sector Weight at KeryBanc, with a $122 target price.
Slight upside bias, likely limited unless broader utility sentiment turns.
The article provides only the rating/PT change and no additional rationale.
Verisk Analytics was upgraded to Buy from Hold at Jefferies, raising the target to $235 from $192.
Potential short-term outperformance versus other data/analytics names.
No new Verisk-specific operational information is included beyond the analyst action.
Applied Digital was initiated at Morgan Stanley with an Equal Weight rating and a $36.50 target.
Likely range-bound to mildly positive depending on how the market interprets Equal Weight.
Initiation is new, but the article does not provide the investment thesis or catalysts.
Market effects
Utilities and financials are directly affected by multiple rating changes, which can influence sector relative performance under a higher-yield tape.
Primarily US-listed equities; macro drivers (oil, Treasury yields) can spill into broader risk sentiment.
Higher oil and inflation fears are global macro inputs that can affect energy and cyclicals beyond the named stocks.
Counterpoint
Because this is a multi-name analyst roundup, the market may already price in typical rating/PT changes, limiting follow-through.
Key entities
- equityAT&T
Upgraded to Outperform at Wolfe Research with a $29 target.
- equityJPMorgan Chase
Upgraded to Buy at Deutsche Bank with a $375 target.
- equitySouthern Company
Cut to Underweight at KeyBanc with a $79 target.
- equityPegasystems
Downgraded with target cut to $25 from $55 at Loop Capital.
