Market Research Highlights

Here’s a roundup of today’s key investment upgrades and downgrades that investors should consider.

Top 5 Upgrades:

• Gordon Haskett upgraded Dollar General (DG) from Accumulate to Buy, setting a target price of $140. They noted the company’s traffic growth is “outstanding” compared to Dollar Tree (DLTR).

• Wells Fargo raised Unity (U) from equal weight to overweight, increasing the price target from $42 to $51. They are optimistic about the mobile game advertising industry by 2026.

• Jefferies upgraded Humana (HUM) from Buy to Hold, raising the price target from $253 to $313. This comes after the company revised its profit forecasts for 2026 and 2027, reflecting their analysis of Humana’s diversification strategies.

• Oppenheimer upgraded Kopei (CPAY) from Perform to Outperform with a $380 price target, suggesting that the current stock level offers “cheap growth.”

• William Blair boosted Rubric (RBRK) to outperform due to “excellent beat-and-raise results,” as their share in the cyber resilience market continues to strengthen.

Top 5 Downgrades:

• Lake Street downgraded Argan (AGX) from Buy to Hold, adjusting the price target from $260 to $325. Despite strong execution and substantial backlog, the stock is seen to be trading at a “best-in-class valuation.”

• Barclays downgraded A.I.G. (AIG) from overweight to equal weight, lowering the price target from $95 to $88. They believe growth opportunities for AIG are somewhat constrained in the current market environment.

• Baird shifted Synchrony (SYF) from Outperform to Neutral, keeping the price target at $82. Even though it’s a high-quality bank, low consumer exposure makes the stock’s future a bit tricky to predict.

• Raymond James notably downgraded Parsons (PSN) from strong buy to market perform without setting a price target, following the FAA’s award to Peraton for a new $12.5 billion air traffic control system.

• BofA downgraded Cosmos (KOS) from Buy to Underperform, cutting the price target from $3.40 to $1. They revised their 2026 and 2027 Brent crude oil price forecasts down to $60 and $62 per barrel.