---
title: "U.S. RESEARCH ROUNDUP-Definium Therapeutics, Kenvue, Werner Enterprises"
description: "Wall Street analysts have revised ratings and price targets for several U.S.-listed companies. Notable changes include Jefferies initiating coverage of Definium Therapeutics with a buy rating and a ta"
type: "news"
locale: "en"
url: "https://longbridge.com/en/news/274267668.md"
published_at: "2026-01-30T07:45:23.000Z"
---

# U.S. RESEARCH ROUNDUP-Definium Therapeutics, Kenvue, Werner Enterprises

> Wall Street analysts have revised ratings and price targets for several U.S.-listed companies. Notable changes include Jefferies initiating coverage of Definium Therapeutics with a buy rating and a target price of $30, while Kenvue was downgraded to hold with a target price cut to $18. Other companies like Ameriprise Financial and United Rentals also saw target price adjustments. Overall, analysts are actively reassessing their positions on various stocks, reflecting changing market conditions.

Jan 30 (Reuters) - Wall Street securities analysts revised their ratings and price targets on several U.S.-listed companies, including Definium Therapeutics, Kenvue and Werner Enterprises on Friday.

### HIGHLIGHTS

-   Ameriprise Financial Inc (AMP.N) : Piper Sandler raises to neutral from underweight
-   Definium Therapeutics Inc (DFTX.O) : Jefferies initiates coverage with buy rating
-   Kenvue Inc (KVUE.N) : Jefferies cuts to hold from buy
-   United Rentals Inc (URI.N) : JP Morgan cuts target price to $970 from $1,150
-   Werner Enterprises Inc (WERN.O) : TD Cowen reinstates coverage with hold rating Following is a summary of research actions on U.S. companies reported by Reuters on Friday. Stock entries are in alphabetical order.
-   Alexandria Real Estate Equities Inc (ARE.N) : Jefferies raises target price to $57 from $47
-   Allegro Microsystems Inc (ALGM.O) : Jefferies raises target price to $43 from $37
-   Allegro Microsystems Inc (ALGM.O) : Needham raises target price to $41 from $37
-   Allegro Microsystems Inc (ALGM.O) : TD Cowen raises target price to $45 from $38
-   Ameriprise Financial Inc (AMP.N) : Piper Sandler raises to neutral from underweight
-   Ameriprise Financial Inc (AMP.N) : Piper Sandler raises target price to $530 from $434
-   Amphenol Corp (APH.N) : TD Cowen raises target price to $135 from $115
-   Appfolio Inc (APPF.O) : D.A. Davidson cuts target price to $275 from $325
-   Appfolio Inc (APPF.O) : JP Morgan cuts target price to $300 from $330
-   Appfolio Inc (APPF.O) : KBW cuts target price to $290 from $311
-   Apple Inc (AAPL.O) : JP Morgan raises target price to $325 from $315
-   Apple Inc (AAPL.O) : Melius Research raises target price to $350 from $345
-   Arthur J. Gallagher & Co. (AJG.N) : KBW cuts target price to $249 from $279
-   Axos Financial Inc (AX.N) : Jefferies raises target price to $115 from $110
-   Axos Financial Inc (AX.N) : KBW raises target price to $110 from $100
-   Beacon Financial Corp (BBT.N) : RBC raises target price to $31 from $28
-   Blackstone (BX.N) : JP Morgan cuts target price to $158 from $176
-   Bread Financial Holdings Inc (BFH.N) : TD Cowen raises target price to $88 from $85
-   Carpenter Technology Corp (CRS.N) : JP Morgan raises target price to $394 from $388
-   Caterpillar Inc (CAT.N) : Daiwa Capital Markets raises target price to $640 from $595
-   Caterpillar Inc (CAT.N) : Jefferies raises target price to $785 from $750
-   Caterpillar Inc (CAT.N) : JP Morgan raises target price to $765 from $740
-   Comcast Corp (CMCSA.O) : TD Cowen cuts target price to $39 from $40
-   Cullen/Frost Bankers Inc (CFR.N) : Jefferies raises target price to $110 from $105
-   Cullen/Frost Bankers Inc (CFR.N) : KBW raises target price to $160 from $150
-   Deckers Brands (DECK.N) : Jefferies raises target price to $118 from $105
-   Deckers Brands (DECK.N) : Piper Sandler raises target price to $95 from $85
-   Definium Therapeutics Inc (DFTX.O) : Jefferies initiates coverage with buy rating
-   Definium Therapeutics Inc (DFTX.O) : Jefferies initiates coverage with target price $30
-   Dover Corp (DOV.N) : JP Morgan raises target price to $240 from $230
-   Dow Inc (DOW.N) : JP Morgan raises target price to $26 from $23
-   Eagle Materials Inc (EXP.N) : Jefferies cuts target price to $205 from $226
-   Elevance Health (ELV.N) : Jefferies cuts target price to $395 from $401
-   Fortinet Inc (FTNT.O) : JP Morgan cuts target price to $72 from $75
-   GE Vernova (GEV.N) : HSBC raises target price to $740 from $650
-   Honeywell (HON.O) : JP Morgan raises target price to $260 from $255
-   IBM (IBM.N) : HSBC cuts target price to $218 from $227
-   Kenvue Inc (KVUE.N) : Jefferies cuts to hold from buy
-   Kenvue Inc (KVUE.N) : Jefferies cuts target price to $18 from $23
-   KLA Corp (KLAC.O) : Jefferies raises target price to $1,850 from $1,500
-   L3Harris Technologies Inc (LHX.N) : RBC raises target price to $365 from $360
-   Lockheed Martin Corp (LMT.N) : TD Cowen raises target price to $670 from $600
-   LPL Financial Holdings Inc (LPLA.O) : Jefferies raises target price to $440 from $426
-   Mastercard (MA.N) : JP Morgan cuts target price to $655 from $685
-   Mastercard (MA.N) : Raymond James cuts target price to $631 from $707
-   Mastercard (MA.N) : TD Cowen raises target price to $671 from $668
-   Nasdaq Inc (NDAQ.O) : Jefferies raises target price to $101 from $100
-   Norfolk Southern Corp (NSC.N) : JP Morgan cuts target price to $296 from $301
-   Origin Bancorp Inc (OBK.N) : D.A. Davidson raises target price to $49 from $42
-   Oshkosh Corp (OSK.N) : Jefferies raises target price to $150 from $125
-   Oshkosh Corp (OSK.N) : JP Morgan raises target price to $155 from $145
-   Parker-Hannifin Corp (PH.N) : Jefferies raises target price to $1,100 from $1,050
-   Parker-Hannifin Corp (PH.N) : JP Morgan raises target price to $1100 from $1083
-   Plexus Corp (PLXS.O) : Needham raises target price to $206 from $165
-   Progressive Corp (PGR.N) : KBW cuts target price to $225 from $252
-   ResMed Inc (RMD.N) : Jefferies raises target price to $290 from $285
-   ResMed Inc (RMD.N) : RBC raises target price to $314 from $311
-   Robert Half Inc (RHI.N) : JP Morgan raises target price to $31 from $29
-   Royal Caribbean Group (RCL.N) : Jefferies raises target price to $334 from $275
-   Sandisk Corp (SNDK.O) : Jefferies raises target price to $700 from $600
-   Schneider National Inc (SNDR.N) : JP Morgan cuts target price to $26 from $28
-   Starbucks (SBUX.O) : Piper Sandler raises target price to $103 from $100
-   Starbucks (SBUX.O) : TD Cowen raises target price to $89 from $84
-   Thermo Fisher Scientific Inc (TMO.N) : JP Morgan raises target price to $710 from $675
-   Thermo Fisher Scientific Inc (TMO.N) : TD Cowen cuts target price to $683 from $696
-   Tractor Supply Co (TSCO.O) : Jefferies cuts target price to $60 from $63
-   Tractor Supply Co (TSCO.O) : Piper Sandler cuts target price to $59 from $67
-   Tractor Supply Co (TSCO.O) : TD Cowen cuts target price to $53 from $55
-   United Rentals Inc (URI.N) : JP Morgan cuts target price to $970 from $1,150
-   Valero Energy Corp (VLO.N) : Piper Sandler raises target price to $220 from $217
-   Virtu Financial Inc (VIRT.N) : Jefferies raises target price to $50 from $44
-   Visa Inc (V.N) : Raymond James cuts target price to $380 from $408
-   Waste Management Inc (WM.N) : TD Cowen raises target price to $270 from $265
-   Werner Enterprises Inc (WERN.O) : TD Cowen reinstates coverage with hold rating
-   Werner Enterprises Inc (WERN.O) : TD Cowen reinstates coverage with target price $31
-   Western Digital Corp (WDC.O) : JP Morgan raises target price to $320 from $175

### Related Stocks

- [AMP.US - Ameriprise Financial](https://longbridge.com/en/quote/AMP.US.md)
- [URI.US - United Rentals](https://longbridge.com/en/quote/URI.US.md)
- [VHT.US - VG Health](https://longbridge.com/en/quote/VHT.US.md)
- [VFH.US - VG Financial](https://longbridge.com/en/quote/VFH.US.md)
- [XLV.US - Health Care Select Sector SPDR](https://longbridge.com/en/quote/XLV.US.md)
- [KVUE.US - Kenvue](https://longbridge.com/en/quote/KVUE.US.md)
- [DFTX.US - Definium Therapeutics](https://longbridge.com/en/quote/DFTX.US.md)
- [IXJ.US - iShares Global Healthcare](https://longbridge.com/en/quote/IXJ.US.md)
- [WERN.US - Werner Enterprises](https://longbridge.com/en/quote/WERN.US.md)
- [FNCL.US - Fidelity MSCI Financials Index](https://longbridge.com/en/quote/FNCL.US.md)

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> **Disclaimer**: This article is for reference only and does not constitute any investment advice.