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North American Morning Briefing: Futures Lifted by Falling Oil Prices, Tech Optimism -2-

MorningStar
Sep 21, 2026 at 10:37 AM
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This North American morning briefing highlights analyst rating changes from major firms. UBS cut Array Technologies to Neutral, while JP Morgan raised Ball Corp, Crown Holdings, and Tyson Foods. Needham upgraded Dynatrace and BTIG upgraded Etsy. Conversely, Jefferies, Goldman Sachs, and Baird downgraded Fluence Energy, Wells Fargo cut Netflix, and Freedom Broker cut Nucor. Other upgrades include FTC Solar by UBS and StubHub by Citigroup. The report also notes upcoming Q4 earnings for Natural Alternatives International and Palatin Technologies.

Natural Alternatives International Inc (NAII) is expected to report for 4Q.

Palatin Technologies Inc (PTN) is expected to report for 4Q.

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ANALYST RATINGS ACTIONS Array Technologies Cut to Neutral From Buy by UBS

Ball Corp Raised to Overweight From Neutral by JP Morgan

Crown Holdings Raised to Overweight From Neutral by JP Morgan

Dynatrace Raised to Buy From Hold by Needham

Etsy Raised to Buy From Neutral by BTIG

Fluence Energy Cut to Hold From Buy by Jefferies

Fluence Energy Cut to Neutral From Buy by Goldman Sachs

Fluence Energy Cut to Underperform From Neutral by Baird

Franklin BSP Realty Trust Cut to Neutral From Buy by BTIG

FTC Solar Raised to Buy From Neutral by UBS

Kaiser Aluminum Raised to Equal-Weight From Underweight by Wells Fargo

MACOM Technology Raised to Outperform From Market Perform by BMO Capital

Netflix Cut to Underweight From Equal-Weight by Wells Fargo

Nucor Cut to Hold From Buy by Freedom Broker

Regions Financial Raised to Neutral From Underperform by Baird

Southwest Airlines Raised to Neutral From Sell by Rothschild & Co

StubHub Holdings Raised to Buy From Neutral by Citigroup

Targa Resources Raised to Buy From Hold by TD Cowen

Tyson Foods Raised to Overweight From Neutral by JP Morgan

Yeti Holdings Raised to Buy From Hold by Stifel

This article is a text version of a Wall Street Journal newsletter published earlier today.

 

(END) Dow Jones Newswires

September 21, 2026 06:24 ET (10:24 GMT)

Copyright (c) 2026 Dow Jones & Company, Inc.

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