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The most talked about and market moving research calls around Wall Street are now in one place. Here are today's research calls that investors need to know, as compiled by The Fly.

Top 5 Upgrades:

Barclays upgraded Oscar Health(OSCR) to Overweight from Equal Weight with a price target of $35, up from $30. The firm says that with "single-line exposure" to the individual Affordable Care Act market, Oscar offers the "most direct leverage to a potential multi-year multiple re-rating." Evercore ISI upgraded Devon Energy(DVN) to Outperform from In Line with a $54 price target. The better-than-expected mid-month update underscores not just improving capital efficiency, but also a "surprise, explicit comment on the portfolio review, with the key word being 'expeditiously'," the firm tells investors. JPMorgan upgraded Illumina (ILMN) to Overweight from Neutral with a price target of $185, up from $125. JPMorgan cites Illumina's customer "stickiness" and its favorable recent customer survey for the upgrade. UBS upgraded BorgWarner (BWA) to Buy from Neutral with a price target of $95, up from $61. The company is the best positioned auto supplier to benefit from non-auto opportunities, the firm tells investors in a research note. UBS upgraded Cava Group(CAVA) to Buy from Neutral with a price target of $90, up from $85. The company offers an attractive same-store-sales catalyst path with industry-leading unit growth, the firm tells investors in a research note.

Top 5 Downgrades:

RBC Capital downgraded Nike (NKE) to Sector Perform from Outperform with a price target of $50, down from $70. While the company's turnaround under CEO Elliott Hill is making progress, it is "slower and narrower" than expected, the firm tells investors in a research note. Guggenheim downgraded Nuvalent (NUVL) to Neutral from Buy with a price target of $124, down from $151, citing the proposed acquisition by GSK (GSK) for $124 per share in an all-cash transaction. UBS, TD Cowen, Barclays, and Truist also downgraded Nuvalent to Neutral-equivalent ratings. Berenberg downgraded Nutrien (NTR) to Hold from Buy with a price target of $65, up from $61. The company is likely to deliver another year of solid earnings, but the firm is concerned that consensus estimates "will continue to anchor on earnings levels that remain above mid-cycle." Wolfe Research downgraded Taylor Morrison(TMHC) to Peer Perform from Outperform without a price target following the announced acquisition by Berkshire Hathaway (BRK.A) for $72.50 per share. Truist downgraded Bill (BILL) to Hold from Buy with a price target of $35, down from $45. The firm finds it increasingly unlikely that a software-as-a-service company like Bill will be acquired given the uncertainty caused by AI.

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Top 5 Initiations:

Bernstein initiated coverage of Honeywell (HON) with a Market Perform rating and $233 price target. While the firm thinks the spinoff of Honeywell Aerospace is "the right strategic move" for the company to re-focus on its automation core, it adds that the remaining business units are distinct types of automation without significant technology and customer overlap. Bernstein also started coverage of Rockwell Automation (ROK) and Carrier Global (CARR) with Market Perform ratings. Bernstein initiated coverage of Vertiv (VRT) with an Outperform rating and $416 price target. The firm says cites the company's "robust earnings power" for the Outperform rating. Bernstein also started coverage of Emerson (EMR), Trane (TT) and Johnson Controls (JCI) with Outperform ratings. Bernstein initiated coverage of 3M (MMM) with an Underperform rating and $131 price target. While the analyst thinks 3M leadership have done "a great job unlocking value with the transformation so far," the firm also worries that re-igniting the innovation engine will be "harder than expected" and adds that PFAS liabilities "refuse to disappear." Piper Sandler initiated coverage of SharkNinja (SN) with an Overweight rating and $150 price target. The company has an "impressive track record" of new innovations through both product launches and category expansions, the firm tells investors in a research note. Morgan Stanley initiated coverage of Blackstone Digital (BXDC) with an Equal Weight rating and $23 price target. The company offers exposure to a "large and growing" data center market, but its return profile is "highly dependent" on capital markets execution and acquisition discipline, the firm tells investors in a research note.

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Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!

Willkommen bei der Katalysator-Beobachtung von Seeking Alpha - eine Analyse einiger wichtigen Ereignisse der nächsten Woche. Es werden einige Ereignisse erwähnt, die möglicherweise den Aktienkurs beeinflussen könnten.

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NEW YORK, 20. Mai 2026--(BUSINESS WIRE)--Blackstone Digital Infrastructure Trust Inc. (NYSE: BXDC) (die "Gesellschaft") hat heute mitgeteilt, dass die Unterzeichner ihre Option in vollem Umfang ausgeübt haben, um zusätzliche Aktien des öffentlichen Angebots zu einem Preis von 20,00 US-Dollar pro Aktie zu kaufen. Die Ausgabe und der Verkauf von insgesamt 13.119.900 zusätzlichen Aktien sind heute abgeschlossen worden, wodurch die Gesamterträge des Initialpublikumsangebotes über 2,0 Milliarden US-Dollar liegen.