我是 LongbridgeAI，我可以总结文章信息。本晨间简报强调了包括开市客、Levi Strauss 和普尔斯玛特在内的公司的盈利预期。它还详细说明了重要的分析师评级变动：忠实航空和 Meta Platforms 的评级被上调至买入，而美国航空和博通的评级被下调至持有。其他显著的调整包括对第一太阳能和再生元制药的升级，以及对 Crinetics Pharmaceuticals 和 Ferguson Enterprises 的下调
Costco Wholesale Corp (COST) is expected to report.
Firan Technology Group Corp (FTG.T) is expected to report for 2Q.
Goodfellow Inc (GDL.T) is expected to report for 2Q.
Levi Strauss & Co (LEVI) is expected to report $0.25 for 2Q.
PriceSmart Inc (PSMT) is expected to report $1.34 for 3Q.
Pure Cycle Corp (PCYO) is expected to report for 3Q.
Richtech Robotics Inc (RR) is expected to report $-0.06 for 2Q.
Strata Skin Sciences Inc (SSKN) is expected to report for 1Q.
VivoSim Labs Inc (VIVS) is expected to report for 4Q.
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ANALYST RATINGS ACTIONS
Allegiant Travel Raised to Buy From Hold by Melius Research
American Airlines Group Cut to Hold From Buy by Melius Research
Bread Financial Raised to Equal-Weight From Underweight by Barclays
Broadcom Cut to Hold From Buy by Erste Group
Century Communities Cut to Underperform From Neutral by Zelman & Assoc
Cloudflare Raised to Sector Outperform From Sector Perform by Scotiabank
Crinetics Pharmaceuticals Cut to Hold From Buy by Jefferies
Crinetics Pharmaceuticals Cut to Hold From Buy by Jones Trading
Crinetics Pharmaceuticals Cut to Neutral From Buy by HC Wainwright & Co.
Crinetics Pharmaceuticals Cut to Neutral From Overweight by Cantor Fitzgerald
Crinetics Pharmaceuticals Cut to Perform From Outperform by Oppenheimer
DR Horton Raised to Outperform From Neutral by Zelman & Assoc
Ferguson Enterprises Cut to Neutral From Buy by Goldman Sachs
First Solar Raised to Buy From Hold by Deutsche Bank
M/I Homes Cut to Neutral From Outperform by Zelman & Assoc
Medpace Holdings Cut to Hold From Buy by Jefferies
Meritage Cut to Neutral From Outperform by Zelman & Assoc
Meta Platforms Raised to Buy From Hold by Erste Group
MGM Resorts Raised to Equal-Weight From Underweight by Wells Fargo
NVR Inc Raised to Buy From Hold by Zelman & Assoc
PennyMac Fincl Services Cut to Equal-Weight From Overweight by Barclays
Regeneron Pharma Raised to Buy From Hold by Benchmark
Repligen Raised to Buy From Hold by Benchmark
Sallie Mae Cut to Equal-Weight From Overweight by Barclays
Truist Financial Cut to Neutral From Buy by UBS
Waste Management Raised to Outperformer From Neutral by CIBC
This article is a text version of a Wall Street Journal newsletter published earlier today.
(END) Dow Jones Newswires
July 08, 2026 06:16 ET (10:16 GMT)
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