Nvidia initiated, Teradyne downgraded: Wall Street's top analyst calls
Analysts upgraded Equifax (EFX) to Buy with a $235 target, Parsons (PSN) to Outperform with a $57 target, Taylor Devices (TAYD) to Buy with a $70 target, Ternium (TX) to Overweight with a $65 target, and O-I Glass (OI) to Buy with a $9 target. Teradyne (TER) was downgraded to Neutral, Ternium (TX) to Hold, Limbach (LMB) to Underweight, DoubleVerify (DV) to Neutral, and Weibo (WB) to Neutral. Nvidia (NVDA) was initiated with an Outperform rating and $340 target, Micron (MU) with Outperform and $1
How this was made
The 30-second read
Why it matters
The mixed set of rating changes provides selective buying opportunities but overall market impact is muted.
Market read
Provides fresh analyst sentiment for a range of stocks; useful for short‑term positioning.
What to watch
Potential impact of upcoming earnings releases not yet reflected in targets.
Background
Analyst firms released a series of upgrades, downgrades, and new coverage across multiple US‑listed companies.
Ticker impact
Rothschild & Co Redburn upgraded Equifax to Buy with a $235 price target.
Modest price increase expected.
Upgrade and higher target suggest improved growth prospects.
Baird upgraded Parsons to Outperform with a $57 price target.
Small upside likely.
Higher target reflects better guidance expectations.
Freedom Broker upgraded Taylor Devices to Buy with a $70 price target.
Potential modest rally.
Backlog recovery may drive earnings growth.
Morgan Stanley upgraded Ternium to Overweight with a $65 price target.
Possible upside if tariffs ease.
Policy outlook improves profitability outlook.
Citi upgraded O‑I Glass to Buy with a $9 price target and added a 90‑day catalyst watch.
Limited upside expected.
Valuation trough and derisked outlook support price.
Baird downgraded Teradyne to Neutral from Outperform with a $420 target.
Potential pull‑back.
Profit‑taking pressure noted by analysts.
JPMorgan downgraded Limbach to Underweight with a $50 target.
Downside risk.
Earnings quality concerns weigh on outlook.
JPMorgan downgraded DoubleVerify to Neutral after Nielsen's $13.60 per share acquisition agreement.
Short‑term pressure.
Deal may alter valuation assumptions.
Market effects
Broad analyst upgrades may lift sector sentiment in technology and industrials.
US market focus; limited cross‑regional effect.
Minor; primarily affects US‑listed equities.
Counterpoint
Some upgrades may be premature given macro‑headwinds; caution on over‑optimism.
Key entities
- Research FirmRothschild & Co Redburn
Upgraded Equifax.
- Research FirmBMO Capital
Initiated coverage of Nvidia, Micron, Broadcom, Skyworks.
