$OPCH

Citi upgraded Flutter (FLUT) to Buy with a $91 target. Cantor upgraded Humana (HUM) to Overweight with a $460 target. TD Cowen upgraded Marvell (MRVL) to Buy with a $350 target. Evercore upgraded NetApp (NTAP) to Outperform with a $300 target. Citi upgraded XPO (XPO) to Buy with a $224 target. UBS downgraded AppFolio (APPF) to Neutral with a $220 target. William Blair downgraded Option Care Health (OPCH) after its acquisition by CD&R and McKesson (MCK).

Analysts updated ratings and price targets for multiple companies. Lululemon (LULU) was downgraded to neutral with a target of $100. Marvell (MRVL) was upgraded to buy with a target of $350. Coinbase (COIN) maintained underweight but raised its target to $149. Microsoft (MSFT) kept outperform with a target of $635. Robinhood (HOOD) maintained overweight with a target of $132.

Lamb Weston (LW) shares rose 11.85% after reporting Q1 sales of $1.67B and raising 2027 EBITDA guidance. Option Care (OPCH) jumped 32.8% on a $5.8B take-private deal. Apogee (APOG) gained 18.7% on strong Q2 earnings and raised FY2027 outlook. Constellation (CEG) surged 14.79% after a Google nuclear deal. RPM (RPM) rose 2.5% on record Q1 results.

AMD, Constellation Energy, Marvell, Option Care Health, and FuelCell Energy gained attention. AMD rose 2.8% on AI demand outlook. Constellation Energy jumped 12.25% on a reported $1B+ nuclear deal with Alphabet. Marvell gained 5.81% on long-term growth targets. Option Care Health advanced 32.65% on a $5.8B acquisition deal. FuelCell Energy climbed 14.28% on power demand interest.

Jefferies downgraded Option Care Health (OPCH) to Hold from Buy with a new price target of $32.05, following an acquisition agreement at that price per share by CD&R and McKesson (MCK).

Option Care Health (OPCH) surged 33% to $31.11 after announcing a $5.8B acquisition by CD&R and McKesson at a 37% premium. The deal, expected to close in 2027, values OPCH at $32.05 per share. The company will delist from Nasdaq. Hedge fund holdings fell 42% QoQ despite more funds establishing positions. Q3 earnings, due Nov 4, 2026, will not include guidance.

Analysts raised the 12-month price target for Option Care Health, Inc. from $28.58 to $28.91, suggesting a 24% upside. The consensus rating remains 'Buy' with 9 Buys, 4 Holds, and 0 Sells. The forecasts range from $23 to $39 per share, according to 11 analysts.

Option Care Health (OPCH) shares rose on reports of a potential $5B+ acquisition by McKesson and Clayton Dubilier & Rice. Constellation Energy (CEG) gained after a deal with Google to add 890 MW of nuclear capacity. SpaceX (SPCX) saw high premarket trading volume amid NASA's potential bulk rocket launch purchase.

Diodes (DIOD) received a buy rating and $135 target from BofA, expecting 58% annual EPS growth. Apogee (APOG) raised fiscal 2027 guidance after Q2 sales rose 9.2%. Marvell (MRVL) shares rose 6.5% on $70B-$90B 2031 revenue forecast. Lamb Weston (LW) increased 2027 targets despite net income drop. SAP (SAP) to acquire TechWolf; Mckesson (MCK) & CD&R to buy Option Care Health (OPCH) for $5.8B. Constellation Energy (CEG) in 20-year PPA with Alphabet (GOOG).

Option Care Health (OPCH) shares rose 32.88% to $31.055 after McKesson and Clayton Dubilier & Rice agreed to acquire the company for $32.05 per share, according to Seeking Alpha. The $5.8 billion deal has driven the stock above key technical levels, with the daily RSI14 at 83.76, indicating overbought conditions.