Here’s a summary of the most talked-about analyst ratings on Wall Street that could influence market trends. Below are the key rating adjustments investors should watch today.
**Key Upgrades** ▸ TD Cowen upgraded Ametek (AME) from 'Hold' to 'Buy,' raising the price target from $180 to $230. The firm noted that Ametek's backlog remains at historically high levels and is expected to grow further, signaling an inflection point in both orders and revenue. ▸ Piper Sandler upgraded SEI Investments (SEIC) from 'Neutral' to 'Overweight,' increasing the price target from $93 to $102. This adjustment reflects the firm's Q4 outlook for the asset management sector, with SEI positioned to benefit from the expansion of alternative asset management. ▸ CFRA strengthened its bullish stance on Pool Corp. (POOL), upgrading it from 'Hold' to 'Buy' with a $304 price target.
**Key Downgrades** ▸ Evercore ISI downgraded Coty (COTY) from 'Outperform' to 'In-Line,' setting a $7 price target. The firm cited CEO Sue Nabi as a key pillar of the investment thesis but noted the lack of a clear timeline for value realization or catalysts. Santander also downgraded Coty to 'Neutral' with a $3.50 target. ▸ BMO Capital downgraded Brown & Brown (BRO) from 'Outperform' to 'Market Perform,' lowering the target from $90 to $88, citing downward revisions to 2026 organic growth expectations. ▸ Piper Sandler downgraded Cleanwater Analytics (CWAN) from 'Overweight' to 'Neutral,' adjusting the target to $24.55 (the acquisition price by a Permira/Warburg Pincus-led consortium). ▸ TD Cowen downgraded Janus Henderson (JHG) from 'Buy' to 'Hold' with a $49 target, aligning with its pending all-cash acquisition by Trian/General Atlantic for $74B ($49/share).
**Key Initiations** ▸ Oppenheimer initiated coverage on Spruce Biosciences (SPRB) with an 'Outperform' rating and $283 target, citing FDA-recognized biomarker data and Breakthrough Therapy designation for its MPS II drug. ▸ LifeSci Capital initiated coverage on Sion Therapeutics (SION) with an 'Outperform' rating and $60 target, highlighting its pipeline, including SION-719 (NBD1 stabilizer) and dual-drug combos. ▸ Oppenheimer also initiated Aardvark Therapeutics (AARD) with an 'Outperform' rating and $35 target, citing its differentiated obesity drug pipeline. ▸ JonesResearch initiated coverage on Septenor Biopharma (SEPN) with a 'Buy' rating and $43 target, projecting $2.5B peak sales for its hypoparathyroidism drug SEP-479. It also initiated ATAI (ATAI) and MindMed (MNMD) as 'Buy.' ▸ Loop Capital initiated Malibu Boats (MBUU) with a 'Buy' rating and $34 target, noting the boating industry's inventory normalization cycle. It also initiated Brunswick (BC) and MasterCraft (MCFT) as 'Hold.'
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