U.S. RESEARCH ROUNDUP-Equinix, Generac, Gilead

* Equinix Inc EQIX.O: Jefferies raises target price to $1,000 from $950

* Generac Holdings Inc GNRC.N: JP Morgan raises target price to $229 from $200

* Gilead GILD.O: TD Cowen raises target price to $160 from $145

* Kaiser Aluminum Corp KALU.O: JP Morgan raises target price to $118 from $105

* McDonald's MCD.N: Piper Sandler raises target price to $325 from $323

* AIG AIG.N: KBW raises target price to $97 from $96

* Albemarle ALB.N: Mizuho raises target price to $185 from $156

* Alphabet Inc GOOG.O: UBS raises target price to $348 from $345

* AMC Networks Inc. AMCX.O: Wells Fargo raises target price to $10 from $8

* Amrize AG AMRZ.N: Jefferies raises target price to $58.30 from $52.60

* Angi Inc ANGI.O: Benchmark cuts target price to $20 from $27

* Applovin Corp APP.O: BofA Global Research cuts price objective to $705 from $780

* Applovin Corp APP.O: BTIG cuts target price to $640 from $771

* Applovin Corp APP.O: Jefferies cuts target price to $700 from $860

* Applovin Corp APP.O: JP Morgan cuts target price to $500 from $650

* Applovin Corp APP.O: Morgan Stanley cuts target price to $720 from $800

* Applovin Corp APP.O: Piper Sandler cuts target price to $650 from $800

* Applovin Corp APP.O: Scotiabank raises target price to $775 from $750

* Applovin Corp APP.O: UBS raises target price to $740 from $686

* Applovin Corp APP.O: Wedbush raises target price to $640 from $465

* Applovin Corp APP.O: Wells Fargo cuts target price to $543 from $735

* Arcus Biosciences Inc RCUS.N: Wells Fargo cuts to equal weight from overweight

* Arcus Biosciences Inc RCUS.N: Wells Fargo cuts target price to $23 from $30

* Ares Commercial Real Estate Corp ACRE.N: Wells Fargo raises PT to $5 from $4

* Array Digital Infrastructure Inc AD.N: Wells Fargo cuts PT to $54 from $62

* Assurant Inc AIZ.N: BMO cuts target price to $246 from $255

* AT&T Inc T.N: RBC raises target price to $31 from $29

* Avantor AVTR.N: Barclays cuts target price to $9 from $12

* Avantor AVTR.N: Deutsche Bank cuts target price to $9 from $12.5

* BorgWarner BWA.N: Deutsche Bank raises target price to $82 from $46

* BorgWarner BWA.N: JP Morgan raises target price to $76 from $56

* BorgWarner BWA.N: Piper Sandler raises target price to $60 from $51

* BorgWarner BWA.N: TD Cowen raises target price to $66 from $45

* BorgWarner Inc. BWA.N: Barclays raises target price to $70 from $55

* BorgWarner Inc. BWA.N: Wells Fargo raises target price to $75 from $52

* Centrus Energy Corp LEU.N: JP Morgan cuts target price to $236 from $242

* Cheesecake Factory Inc CAKE.O: Mizuho raises target price to $70 from $65

* Cisco CSCO.O: Citigroup raises target price to $90 from $85

* Cisco CSCO.O: UBS raises target price to $95 from $90

* Cloudflare NET.N: Citigroup raises target price to $265 from $260

* Cognizant CTSH.O: BMO cuts target price to $83 from $96

* Coinbase Global Inc COIN.O: Monness Crespi Hardt cuts to sell from buy

* Crocs Inc CROX.O: Needham raises target price to $118 from $100

* Dell Technologies Inc DELL.N: BofA Global Research cuts PO to $150 from $163

* Dupont DD.N: BMO raises target price to $60 from $50

* Dupont DD.N: JP Morgan raises target price to $57 from $50

* Equinix Inc EQIX.O: BMO raises target price to $1,050 from $925

* Equinix Inc EQIX.O: BofA Global Research raises price objective to $1050 from $950

* Equinix Inc EQIX.O: Citigroup raises target price to $1,070 from $950

* Equinix Inc EQIX.O: HSBC raises target price to $1100 from $1050

* Equinix Inc EQIX.O: Jefferies raises target price to $1,000 from $950

* Equinix Inc EQIX.O: JP Morgan raises target price to $1,100 from $950

* Equinix Inc EQIX.O: Scotiabank raises target price to $997 from $959

* Equinix Inc EQIX.O: Stifel raises target price to $1075 from $1020

* Equinix Inc EQIX.O: TD Cowen raises target price to $1123 from $995

* Equinix Inc EQIX.O: UBS raises target price to $1,010 from $950

* Equinix Inc EQIX.O: Wells Fargo raises target price to $975 from $925

* ETSY Inc ETSY.N: Jefferies cuts target price to $55 from $62

* Exelixis Inc EXEL.O: H.C. Wainwright raises target price to $54 from $52

* Fennec Pharmaceuticals Inc FENC.O: B. Riley initiates coverage with buy rating; PT $16

* FIS FIS.N: JP Morgan cuts target price to $65 from $80

* Ford F.N: Daiwa Capital Markets raises target price to $14 from $13

* Gaming & Leisure Properties, Inc. GLPI.O: Barclays raises target price to $53 from $52

* GCM Grosvenor Inc GCMG.O: TD Cowen raises to buy from hold; raises PT to $14 from $12.50

* Generac Holdings Inc GNRC.N: BofA Global Research raises PO to $260 from $224

* Generac Holdings Inc GNRC.N: JP Morgan raises target price to $229 from $200

* Generac Holdings Inc GNRC.N: TD Cowen raises target price to $255 from $220

* Generac Holdings Inc GNRC.N: Wells Fargo raises target price to $234 from $185

* Gilead GILD.O: TD Cowen raises target price to $160 from $145

* Global Payments Inc GPN.N: JP Morgan cuts target price to $90 from $95

* Globalfoundries GFS.O: Deutsche Bank raises target price to $55 from $40

* Globalfoundries Inc GFS.O: Argus Research raises target price to $65 from $44

* Globalfoundries Inc GFS.O: Jefferies raises target price to $46 from $37

* Globalfoundries Inc GFS.O: JP Morgan raises target price to $45 from $35

* Globalfoundries Inc GFS.O: Needham raises target price to $55 from $42

* Globalfoundries Inc GFS.O: Susquehanna raises target price to $50 from $36

* Globalfoundries Inc GFS.O: TD Cowen raises target price to $56 from $42

* Globalfoundries Inc GFS.O: Wedbush raises target price to $50 from $40

* GXO Logistics GXO.N: Oppenheimer raises target price to $70 from $62

* GXO Logistics Inc GXO.N: TD Cowen raises target price to $69 from $62

* GXO Logistics Inc GXO.N: UBS raises target price to $74 from $63

* GXO Logistics Inc GXO.N: Wells Fargo raises target price to $70 from $65

* Hexcel Corp HXL.N: BofA Global Research raises price objective to $95 from $60

* Hexcel Corp HXL.N: BofA Global Research raises to neutral from underperform

* Hii HII.N: BofA Global Research raises price objective to $400 from $300

* Hii HII.N: BofA Global Research raises to neutral from underperform

* Hilton Worldwide HLT.N: Argus Research raises target price to $380 from $350

* Hilton Worldwide HLT.N: Deutsche Bank raises target price to $332 from $299

* Hilton Worldwide HLT.N: Mizuho raises target price to $321 from $266

* Hilton Worldwide HLT.N: TD Cowen raises target price to $350 from $330

* Hilton Worldwide Holdings HLT.N: Barclays raises target price to $350 from $309

* Hilton Worldwide Holdings Inc. HLT.N: Wells Fargo raises PT to $373 from $338

* HP Inc HPQ.N: BofA Global Research cuts price objective to $18 from $20

* Hubspot Inc HUBS.N: Bernstein raises target price to $463 from $448

* Hubspot Inc HUBS.N: BMO cuts target price to $285 from $385

* Hubspot Inc HUBS.N: Jefferies cuts target price to $325 from $560

* Hubspot Inc HUBS.N: JP Morgan cuts target price to $530 from $650

* Hubspot Inc HUBS.N: Mizuho cuts target price to $300 from $550

* Hubspot Inc HUBS.N: Morgan Stanley cuts target price to $405 from $577

* Hubspot Inc HUBS.N: Needham cuts target price to $300 from $700

* Hubspot Inc HUBS.N: Piper Sandler cuts target price to $280 from $400

* Hubspot Inc HUBS.N: Raymond James cuts target price to $280 from $525

* Hubspot Inc HUBS.N: RBC cuts target price to $400 from $800

* Hubspot Inc HUBS.N: TD Cowen cuts target price to $270 from $370

* Hubspot Inc HUBS.N: UBS cuts target price to $325 from $450

* Hubspot Inc HUBS.N: Wells Fargo cuts target price to $350 from $600

* Humana HUM.N: Jefferies cuts target price to $235 from $310

* Humana HUM.N: Leerink Partners cuts target price to $185 from $267

* Humana HUM.N: RBC cuts to sector perform from outperform; cuts PT to $189 from $322

* Humana HUM.N: UBS cuts target price to $195 from $285

* Humana HUM.N: Oppenheimer cuts target price to $250 from $310

* Immunome Inc IMNM.O: H.C. Wainwright initiates coverage with buy rating

* Inspire Medical Systems Inc INSP.N: Jefferies cuts target price to $66 from $81

* Inspire Medical Systems Inc INSP.N: JP Morgan cuts target price to $67 from $118

* Inspire Medical Systems Inc INSP.N: Leerink Partners cuts PT to $78 from $127

* Inspire Medical Systems Inc INSP.N: Mizuho cuts target price to $85 from $130

* Inspire Medical Systems Inc INSP.N: Piper Sandler cuts target price to $85 from $165

* Inspire Medical Systems Inc INSP.N: RBC cuts target price to $68 from $90

* Inspire Medical Systems, Inc. INSP.N: Wells Fargo cuts target price to $70 from $145

* Inspire Medical Systems, Inc. INSP.N: Wells Fargo cuts to equal weight from overweight

* International Flavors & Fragrances Inc IFF.N: Mizuho raises PT to $85 from $75

* Kaiser Aluminum Corp KALU.O: JP Morgan raises target price to $118 from $105

* Kraft Heinz KHC.O: Deutsche Bank cuts target price to $23 from $26

* Kraft Heinz KHC.O: JP Morgan cuts to underweight from neutral; cuts PT to $22 from $24

* Lightpath Technologies, Inc. LPTH.O: H.C. Wainwright raises PT to $15 from $10

* Lithia & Driveway LAD.N: JP Morgan cuts target price to $350 from $355

* Lithia Motors, Inc. LAD.N: Wells Fargo cuts target price to $355 from $358

* Lyft Inc LYFT.O: Mizuho cuts target price to $16 from $27

* Lyft Inc LYFT.O: Susquehanna cuts target price to $15 from $24

* Martin Marietta Materials Inc MLM.N: D.A. Davidson cuts PT to $680 from $690

* Martin Marietta Materials Inc MLM.N: Jefferies raises target price to $761 from $755

* Martin Marietta Materials Inc MLM.N: Raymond James raises target price to $700 from $680

* Martin Marietta Materials, Inc. MLM.N: Wells Fargo cuts target price to $612 from $631

* McDonald's MCD.N: Bernstein raises target price to $340 from $320

* McDonald's MCD.N: BTIG raises target price to $370 from $360

* McDonald's MCD.N: Citigroup raises target price to $375 from $371

* McDonald's MCD.N: Deutsche Bank raises target price to $364 from $360

* McDonald's MCD.N: Jefferies raises target price to $375 from $360

* McDonald's MCD.N: Piper Sandler raises target price to $325 from $323

* McDonald's MCD.N: RBC raises target price to $330 from $320

* McDonald's MCD.N: UBS raises target price to $365 from $350

* McDonald's MCD.N: Barclays raises target price to $380 from $372

* McDonald's MCD.N: Wells Fargo raises target price to $355 from $345

* McGrath Rentcorp MGRC.O: Barclays initiates coverage with overweight rating

* McGrath Rentcorp MGRC.O: Barclays initiates coverage with target price $140

* Mondelez International MDLZ.O: Wells Fargo raises target price to $70 from $65

* Motorola Solutions MSI.N: JP Morgan raises target price to $520 from $515

* Motorola Solutions MSI.N: Piper Sandler raises target price to $499 from $443

* Motorola Solutions MSI.N: Barclays raises target price to $506 from $495

* MSA Safety Inc MSA.N: B. Riley raises target price to $210 from $195

* Neurocrine Biosciences Inc NBIX.O: BMO cuts target price to $140 from $147

* Northern Trust Corp NTRS.O: JP Morgan raises target price to $153.50 from $145

* Nutanix, Inc. NTNX.O: Oppenheimer cuts target price to $65 from $75

* Old Dominion Freight Line Inc ODFL.O: Argus Research raises to buy from hold

* Ormat Technologies Inc ORA.N: JP Morgan raises target price to $116 from $111

* Oscar Health Inc OSCR.N: Raymond James raises to outperform from market perform

* Palo Alto Networks Inc PANW.O: BTIG cuts target price to $200 from $248

* Parsons Corp PSN.N: UBS cuts target price to $95 from $104

* Paycom Software Inc PAYC.N: Barclays cuts target price to $140 from $185

* Paycom Software Inc PAYC.N: BMO cuts target price to $137 from $175

* Paycom Software Inc PAYC.N: BTIG cuts target price to $140 from $195

* Paycom Software Inc PAYC.N: Jefferies cuts target price to $130 from $190

* Paycom Software Inc PAYC.N: Mizuho cuts target price to $120 from $180

* Paycom Software Inc PAYC.N: TD Cowen cuts target price to $137 from $184

* Pegasystems Inc PEGA.O: D.A. Davidson cuts target price to $60 from $85

* Pegasystems Inc PEGA.O: RBC cuts target price to $65 from $80

* Pegasystems Inc PEGA.O: Wedbush cuts target price to $60 from $75

* Pegasystems Inc PEGA.O: Barclays cuts target price to $48 from $67

* Philip Morris International PM.N: Deutsche Bank raises target price to $206 from $192

* PPG Industries Inc PPG.N: Mizuho raises target price to $140 from $125

* Pure Storage Inc PSTG.N: Oppenheimer cuts target price to $100 from $120

* Q2 Holdings Inc QTWO.N: Needham cuts target price to $70 from $90

* Q2 Holdings Inc QTWO.N: Raymond James cuts target price to $80 from $90

* Q2 Holdings Inc QTWO.N: Stifel cuts target price to $75 from $90

* QuantumScape QS.O: Deutsche Bank cuts target price to $9 from $10

* Quest Diagnostics Inc DGX.N: Mizuho raises target price to $235 from $210

* Quidelortho Corp QDEL.O: Citigroup raises target price to $30 from $23

* Rapid7 RPD.O: Barclays cuts target price to $8 from $15

* Rigetti Computing Inc RGTI.O: TD Cowen cuts to hold from buy

* Robinhood Markets Inc HOOD.O: Truist Securities cuts target price to $120 from $130

* Rollins, Inc. ROL.N: Wells Fargo cuts target price to $56 from $68

* Rollins, Inc. ROL.N: Wells Fargo cuts to equal weight from overweight

* Ryder System Inc R.N: JP Morgan raises target price to $203 from $197

* Ryder System, Inc. R.N: Wells Fargo raises target price to $236 from $210

* S&P Global Inc SPGI.N: BMO cuts target price to $482 from $601

* S&P Global Inc SPGI.N: Citigroup cuts target price to $480 from $635

* S&P Global Inc SPGI.N: Mizuho cuts target price to $551 from $657

* Sezzle Inc SEZL.O: Needham initiates coverage with buy rating; target price $85

* SharkNinja Inc SN.N: Jefferies raises target price to $200 from $175

* Siteone Landscape Supply Inc SITE.N: Jefferies raises target price to $190 from $170

* Siteone Landscape Supply Inc SITE.N: RBC raises target price to $171 from $151

* Siteone Landscape Supply Inc SITE.N: Truist Securities raises PT to $200 from $165

* Siteone Landscape Supply Inc SITE.N: Barclays raises target price to $150 from $134

* Snap Inc SNAP.N: Citigroup cuts target price to $6 from $10

* Solstice Advanced Materials Inc SOLS.O: BMO raises target price to $90 from $72

* Solstice Advanced Materials Inc SOLS.O: Mizuho raises target price to $65 from $54

* Sprouts Farmers Market, Inc. SFM.O: Wells Fargo cuts target price to $110 from $135

* Sterling Infrastructure STRL.O: Stifel initiates coverage with buy rating; PT $486

* Taylor Morrison Home Corp. TMHC.N: Barclays cuts target price to $70 from $71

* Tenet Healthcare THC.N: Deutsche Bank raises target price to $260 from $235

* Tenet Healthcare Corp THC.N: Jefferies raises target price to $265 from $250

* Tenet Healthcare Corp THC.N: RBC raises target price to $277 from $253

* Tenet Healthcare Corp THC.N: TD Cowen raises target price to $242 from $230

* Tenet Healthcare Corp THC.N: UBS raises target price to $288 from $260

* Terex Corp TEX.N: Citigroup raises target price to $73 from $62

* Terex Corp TEX.N: Jefferies raises target price to $70 from $50

* Terex Corp TEX.N: Raymond James raises target price to $85 from $70

* Terex Corp TEX.N: Truist Securities raises target price to $82 from $72

* Texas Roadhouse Inc TXRH.O: Mizuho raises target price to $200 from $190

* The Coca-Cola Company KO.N: Barclays raises target price to $83 from $77

* TKO Group TKO.N: Roth MKM raises target price to $240 from $210

* T-Mobile TMUS.O: Barclays raises target price to $245 from $240

* T-Mobile TMUS.O: Scotiabank cuts target price to $266 from $270.50

* T-Mobile TMUS.O: TD Cowen cuts target price to $252 from $263

* Trimble Inc TRMB.O: Wells Fargo cuts target price to $79 from $94

* Unity Software Inc U.N: BTIG cuts target price to $41 from $60

* Unity Software Inc U.N: Jefferies cuts target price to $30 from $55

* Unity Software Inc U.N: Macquarie cuts target price to $37 from $50

* Unity Software Inc U.N: Needham cuts target price to $35 from $50

* Unity Software Inc U.N: Piper Sandler cuts target price to $29 from $59

* Unity Software Inc U.N: UBS cuts target price to $26 from $32

* Unity Software Inc U.N: Wedbush cuts target price to $30 from $37

* Unity Software Inc U.N: Barclays cuts target price to $28 from $35

* Unity Software Inc U.N: Wells Fargo cuts target price to $38 from $54

* USA Today Co TDAY.N: Rosenblatt Securities initiates coverage with buy rating; PT $10

* Valvoline Inc VVV.N: JP Morgan cuts to underweight from neutral

* Valvoline Inc VVV.N: JP Morgan raises target price to $35 from $30

* Vertex Inc VERX.O: BMO cuts target price to $16 from $22

* Vertex Inc VERX.O: D.A. Davidson cuts target price to $13 from $23

* Vertex Inc VERX.O: Jefferies cuts to hold from buy; cuts target price to $16 from $28

* Vertiv Holdings Co VRT.N: Citigroup raises target price to $286 from $220

* Vertiv Holdings Co VRT.N: JP Morgan raises target price to $305 from $225

* Vertiv Holdings Co VRT.N: Mizuho raises target price to $290 from $198

* Vertiv Holdings Co VRT.N: RBC raises target price to $266 from $200

* Vertiv Holdings Co VRT.N: TD Cowen raises target price to $269 from $211

* Vertiv Holdings Co. VRT.N: Barclays raises target price to $281 from $200

* Vertiv Holdings Co. VRT.N: Oppenheimer raises target price to $270 from $195

* Wabtec Corp WAB.N: Citigroup raises target price to $283 from $258

* Wabtec Corp WAB.N: Stephens raises target price to $290 from $230

* Welltower Inc WELL.N: UBS raises target price to $240 from $228

* Wesco International Inc. WCC.N: Barclays raises target price to $313 from $302

* Williams Companies Inc WMB.N: BMO raises target price to $78 from $70

* Williams Companies Inc WMB.N: Citigroup raises target price to $81 from $70

* XPLR Infrastructure LP XIFR.N: Barclays raises target price to $12 from $10

* Xylem, Inc. XYL.N: Oppenheimer cuts target price to $165 from $170

* Zillow Group Inc ZG.O: Susquehanna cuts target price to $50 from $80

* Zimmer Biomet Holdings Inc ZBH.N: Barclays cuts target price to $100 from $104