以下是周二华尔街最重要的评级变动：DA Davidson将博通从“中性”上调至“买入”DA Davidson看好该公司与Anthropic的关系。“我们对Anthropic S-1文件的解读让我们相信，其首次公开募股（IPO）将顺利进行，Anthropic将筹集资金，而明年OpenAI将在其自身的IPO中筹集更多资金，这将使博通能够满足未来几年的预期。”
Here are the biggest calls on Wall Street on Tuesday: DA Davidson upgrades Broadcom to buy from neutral Davidson is bullish on the company's relationship with Anthropic. "Our reading of the Anthropic S1 leads us to believe the IPO will proceed, Anthropic will raise its capital, and next year OpenAI will raise more capital in its own IPO, allowing Broadcom to meet its expectations for the next couple of years." Loop initiates Trimble at buy Loop says the hardware and software company's transformation is underway. "At roughly 3.5x EV/revenue and 11.5x EV/EBITDA, however, we think the stock seems quite inexpensive for a highly profitable business delivering high- single- to low-double-digit growth, and believe the recent pullback offers an attractive entry point.
Loop Capital首次覆盖Trimble，给予“买入”评级Loop Capital表示，这家软硬件公司的转型正在进行中。“按约3.5倍企业价值/营收和11.5倍企业价值/EBITDA（息税折旧摊销前利润）计算，我们认为对于一家实现高个位数至低双位数增长且利润丰厚的企业而言，该股票似乎相当便宜，并认为近期的回调提供了一个有吸引力的入场点。我们认为，Trimble的业务转型仍有相当大的成长空间。”
In our view, there is still considerable runway remaining in Trimble's business transformation." Goldman Sachs reiterates Apple as buy Goldman raised its price target to $390 per share from $360. "While memory/component inflation and supply constraints remain near-term headwinds, recent price increases across iPhone, Mac and iPad should increasingly support revenue and partially mitigate cost pressure as AAPL realizes a fuller pricing benefit into the December quarter." Stephens initiates Mama's Creations at overweight Stephens says shares in the maker of prepared deli foods have more room to run.
高盛重申苹果“买入”评级高盛将目标价从每股360美元上调至390美元。“虽然内存/元器件通胀和供应限制仍是近期的逆风因素，但iPhone、Mac和iPad近期的涨价应越来越多地支撑营收，并在苹果于12月季度充分实现定价红利时，部分缓解成本压力。”
"We are initiating coverage on Mama's Creations with an Overweight rating and $19 PT." RBC initiates Ermenegildo Zegna at outperform RBC says shares of the luxury clothing company are attractive. " Zegna offers a rare combination of attractive revenue growth (+7%) and a compelling margin expansion story, driving sector leading +18% EBIT CAGR at a still attractive 21x CY27E P/E." Bank of America reiterates SpaceX as buy The bank added the stock to its top picks list.
Stephens首次覆盖Mama's Creations，给予“增持”评级Stephens表示，这家熟食制品制造商的股票仍有上涨空间。“我们首次覆盖Mama's Creations，给予‘增持’评级和19美元目标价。”
"We are adding Fox Corp. (FOXA) and Space Exploration Technologies Corp. (SPCX) t o the US 1 List." Raymond James lifts Macom to outperform from market perform Raymond James says buy the dip. "We are upgrading MACOM (MTSI ) to Outperform from Market Perform ahead of September quarter results, with a $300 price target." Citigroup upgrades MercadoLibre to buy from neutral Citi says shares are compelling at current prices.
瑞银首次覆盖Ermenegildo Zegna，给予“跑赢大盘”评级瑞银表示，这家奢侈服装公司的股票具有吸引力。“Zegna提供了一个罕见的组合：有吸引力的营收增长（+7%）和引人注目的利润率扩张故事，推动行业领先的+18% EBIT复合年增长率，而其21倍2027财年预期市盈率仍具吸引力。”美国银行重申SpaceX“买入”评级该行将该股票纳入其首选股名单。
"We are upgrading MELI t o Buy as we believe the recent share-price weakness creates an attractive entry point." Citi upgrades Ferguson to buy from neutral Citi says buy the dip. "We are upgrading FERG to Buy with a $288 TP following recent share price weakness." Roth initiates Dianthus at buy Roth says the biotech company has a compelling risk/reward. " DNTH: Initiate at Buy, $113 PT: Best-in-Class Neuromuscular Potential at Attractive Valuation." BTIG initiates DarioHealth at buy BTIG says the digital health company has growth upside.
“我们将Fox Corp.（FOXA）和Space Exploration Technologies Corp.（SPCX）列入美国1号名单。 Raymond James将Macom评级从“跟随大盘”上调至“跑赢大盘” Raymond James表示逢低买入。“我们在9月季度业绩发布前将MACOM (MTSI) 评级从‘跟随大盘’上调至‘跑赢大盘’，目标价300美元。” Citigroup将MercadoLibre评级从“中性”上调至“买入” 花旗表示股价在当前水平极具吸引力。“我们将MELI评级上调至‘买入’，因为我们认为近期股价回调创造了一个有吸引力的入场点。” 花旗将Ferguson评级从“中性”上调至“买入” 花旗表示逢低买入。“我们在近期股价走弱后将FERG评级上调至‘买入’，目标价288美元。” Roth对Dianthus发起“买入”评级 Roth表示该生物技术公司风险回报极具吸引力。“DNTH：发起‘买入’评级，目标价113美元：以极具吸引力的估值拥有最佳神经肌肉潜力。” BTIG对DarioHealth发起“买入”评级 BTIG表示该数字健康公司具有增长潜力。“我们对DarioHealth发起覆盖，给予‘买入’评级，目标价6美元。” Bernstein维持CoreWeave“跑输大盘”评级 Bernstein尽管如此仍将目标价从51美元上调至54美元。“CRWV自10月14日起持续下滑，主要源于对其融资的质疑，但也因为该公司是AI交易的风向标——在普遍情绪转变时涨幅最大、跌幅也最大。” Truist对PPL和Evergy发起“买入”评级 Truist表示看好这两家公用事业公司。“我们对Evergy (EVRG) 发起覆盖并给予‘买入’评级，对PPL Corporation (PPL) 发起覆盖并给予‘买入’评级……” Rosenblatt维持Palantir“买入”评级 该研究机构在11月财报发布前将目标价从225美元上调至260美元。“我们将估值年度周期向后延长一个季度，这将目标价提升至260美元，仍为向外一年的60倍下一十二个月每股收益，并维持对PLTR的‘买入’评级。” 阅读更多。 Oppenheimer对MSC Income Fund发起“跑赢大盘”评级 Oppenheimer表示看好这家业务发展公司。
"We are initiating coverage o f DarioHealth with a Buy rating and a PT of $6." Bernstein reiterates CoreWeave as underperform Bernstein nevertheless raised its price target to $54 per share from $51. "CRWV has been on a downslide since October 14, mostly due to questions around its funding, but also because the company is the tip of the whip for the AI trade - highest highs and lowest lows when there is widespread sentiment shift."
MSC Income Fund 是一家外部管理的业务发展公司（BDC），主要投资于由赞助商支持的中型市场公司的优先有担保第一留置权贷款，并保留一项由第一留置权和股权投资组成的传统投资组合，投资对象为下层中型市场公司。
Truist initiates PPL and Evergy as buy Truist says it's bullish on both utilities. "We initiate coverage of Evergy (EVRG) with a Buy Rating, PPL Corporation (PPL) with a Buy Rating ..." Rosenblatt reiterates Palantir as buy The researcher raised its price target to $260 per share from $225 ahead of earnings in November.
Oppenheimer 以“跑赢大盘”评级启动对 Polypid 的覆盖 Oppenheimer 表示这家生物技术公司拥有巨大的上涨空间。“我们以‘跑赢大盘’评级启动对 PolyPid 的覆盖，目标价为 10 美元。”
"We are rolling our valuation year period out by one quarter, which raises our target to $260, still 60x NTM EPS out one year and reiterating our Buy rating on PLTR." Read more. Oppenheimer initiates MSC Income Fund at outperform Oppenheimer says it's bullish on the business development company. " MSC Income Fund is an externally managed BDC that invests primarily in senior secured first lien loans to sponsor-backed middle market companies and maintains a legacy portfolio of first-lien and equity investments in lower middle market companies."
Wedbush 以“跑赢大盘”评级启动对 Liftoff Mobile 的覆盖 该机构表示这家移动广告技术公司是一项“稳健的业务”。“我们以‘跑赢大盘’评级启动对 Liftoff Mobile (LFTO) 的覆盖，目标价为 25 美元，基于我们预计的 2027 财年调整后 EBITDA 6.32 亿美元的 8.6 倍。”
Oppenheimer initiates Polypid at outperform Oppenheimer says the biotech company has plenty of upside. "We initiate coverage of PolyPid a t Outperform with a $10 PT." Wedbush initiates Liftoff Mobile at outperform The firm says mobile ad tech company is a "solid business." "We initiate coverage of Liftoff Mobile (LFTO) with an OUTPERFORM rating and a $25 price target, based on 8.6x our FY:27E adjusted EBITDA of $632 million."
Wolfe 将 Knife River 评级从“与大盘持平”上调至“跑赢大盘” Wolfe 表示买入这家建筑材料公司的跌势。“KNF 股价今年以来下跌 25%，接近近 3 年来的最低水平，大幅跑输大盘和其他骨料同行。”
Wolfe upgrades Knife River to outperform from peer perform Wolfe says buy the weakness in the construction materials company. " KNF's stock has declined 25% YTD and is close to its lowest level in almost 3 years, materially underperforming the broader market and other aggregates peers."
StoneX 重申 Intel “买入”评级 该机构表示将在本周晚些时候财报发布前继续看好 Intel。“我们重申‘买入’评级及 140 美元目标价，静待 10 月 29 日收盘后公布的业绩。”
StoneX reiterates Intel as buy The firm says it's sticking with Intel ahead of earnings later this week. "We reiterate Buy and our $140 price target ahead of October 29 results after the close."