U.S. RESEARCH ROUNDUP- American Tower, CME Group, Ulta Beauty

Reuters
2025.12.05 07:27
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Wall Street analysts have updated their ratings and price targets for several U.S.-listed companies. Notable changes include Morgan Stanley lowering American Tower's target price to $225, RBC raising CME Group's target to $295, and Canaccord Genuity increasing Ulta Beauty's target to $674. Other companies with revised targets include Fair Isaac, Kroger, and Dollar General, among others. These adjustments reflect analysts' latest assessments of market conditions and company performance.

Dec 5 (Reuters) - Wall Street securities analysts revised their ratings and price targets on several U.S.-listed companies, including American Tower, CME Group and Ulta Beauty on Friday.

HIGHLIGHTS

  • American Tower Corp (AMT.N) : Morgan Stanley cuts target price to $225.00 from $235.00
  • CME Group Inc (CME.O) : RBC raises target price to $295 from $282
  • Fair Isaac Corp (FICO.N) : RBC raises target price to $2400 from $2170
  • Kroger Co (KR.N) : Telsey Advisory Group cuts target price to $80 from $82
  • Ulta Beauty Inc (ULTA.O) : Canaccord Genuity raises target price to $674 from $653 Following is a summary of research actions on U.S. companies reported by Reuters on Friday. Stock entries are in alphabetical order.
  • American Tower Corp (AMT.N) : Morgan Stanley cuts target price to $225.00 from $235.00
  • Automatic Data Processing Inc (ADP.O) : RBC cuts target price to $290 from $315
  • Axogen Inc (AXGN.O) : Canaccord Genuity raises target price to $37 from $27
  • Broadcom Inc (AVGO.O) : Oppenheimer raises target price to $435 from $400
  • Carrier Global Corp (CARR.N) : RBC cuts target price to $70 from $75
  • CBOE Global Markets Inc (CBOE.Z) : RBC raises target price to $280 from $254
  • CME Group Inc (CME.O) : RBC raises target price to $295 from $282
  • Cooper Companies Inc (COO.O) : JP Morgan raises target price to $78 from $66
  • Coreweave Inc (CRWV.O) : Roth MKM initiates coverage with buy rating; price target $110
  • Costar Group Inc (CSGP.O) : RBC cuts target price to $75 from $91
  • Docusign Inc (DOCU.O) : JP Morgan cuts target price to $78 from $80
  • Dollar General Corp (DG.N) : JP Morgan raises target price to $128 from $115
  • Dollar General Corp (DG.N) : Piper Sandler raises target price to $129 from $117
  • Dollar General Corp (DG.N) : Telsey Advisory Group raises target price to $130 from $123
  • Equifax Inc (EFX.N) : RBC cuts target price to $250 from $300
  • Factset (FDS.N) : RBC cuts target price to $320 from $395
  • Fair Isaac Corp (FICO.N) : RBC raises target price to $2400 from $2170
  • First Advantage Corp (FA.O) : RBC cuts target price to $17 from $20
  • Gartner (IT.N) : RBC cuts target price to $250 from $263
  • Grocery Outlet Holding (GO.O) : Morgan Stanley cuts target price to $14.00 from $15.00
  • Intercontinental Exchange Inc (ICE.N) : RBC cuts target price to $180 from $200
  • International Paper Co (IP.N) : JP Morgan cuts target price to $46 from $48
  • Kroger Co (KR.N) : JP Morgan cuts target price to $71 from $73
  • Kroger Co (KR.N) : Telsey Advisory Group cuts target price to $80 from $82
  • Moody’s Corp (MCO.N) : RBC raises target price to $610 from $550
  • Mosaic Co (MOS.N) : JP Morgan cuts target price to $24 from $26
  • MSCI Inc (MSCI.N) : RBC cuts target price to $655 from $675
  • Newmont (NEM.N) : Exane BNP Paribas cuts to neutral from outperform
  • NIQ Global Intelligence Plc (NIQ.N) : RBC cuts target price to $20 from $24
  • Norfolk Southern Corp (NSC.N) : Baird cuts target price to $293 from $300
  • Packaging Corp of America (PKG.N) : JP Morgan raises target price to $245 from $238
  • Paychex Inc (PAYX.O) : RBC cuts target price to $125 from $150
  • Pegasystems Inc (PEGA.O) : JP Morgan raises target price to $74 from $65
  • Phillips 66 (PSX.N) : Piper Sandler raises target price to $171 from $170
  • Rubrik Inc (RBRK.N) : Piper Sandler raises target price to $118 from $115
  • Salesforce Inc (CRM.N) : HSBC cuts target price to $336 from $366
  • Samsara Inc (IOT.N) : Piper Sandler raises target price to $49 from $48
  • Sentinelone Inc (S.N) : JP Morgan cuts target price to $17 from $19
  • Sentinelone Inc (S.N) : Piper Sandler cuts target price to $20 from $28
  • Sentinelone Inc (S.N) : Scotiabank cuts target price to $17 from $21
  • Servicetitan Inc (TTAN.O) : Piper Sandler cuts target price to $140 from $155
  • Skyward Specialty Insurance Group Inc (SKWD.O) : KBW raises target price to $66 from $64
  • Snowflake Inc (SNOW.N) : Morgan Stanley raises target price to $299.00 from $272.00
  • TransUnion (TRU.N) : RBC cuts target price to $100 from $121
  • Ulta Beauty Inc (ULTA.O) : Canaccord Genuity raises target price to $674 from $653
  • Ulta Beauty Inc (ULTA.O) : JP Morgan raises target price to $647 from $606
  • Ulta Beauty Inc (ULTA.O) : Oppenheimer raises target price to $615 from $600
  • Ulta Beauty Inc (ULTA.O) : Piper Sandler raises target price to $615 from $590