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$CFG -Evercore lowers Citizens Financial target to $74 from $78 Outperform - $CHDN -Stifel lowers Churchill Downs target to $132 from $139 Buy - $CLS -Cowen reiterates Celestica $430 target Buy

$CDNS -Baird raises Cadence Design Systems target to $440 from $420 Outperform -Needham raises target to $430 from $400 Buy -KeyBanc reiterates $425 target Overweight -Mizuho maintains $400 target Outperform

$CAI -BTIG raises Caris Life Sciences target to $38 from $33 Buy - $CDNA -BTIG raises CareDx target to $81 from $74 -Analyst Sung Ji Nam highlights revenue outlook -Reiterates Buy rating

$BA -Jefferies reiterates Boeing $265 target Buy - $BBY -Evercore raises Best Buy target to $95 from $90 In-Line - $BEAM HC Wainwright reiterates Beam Therapeutics $80 target Buy

$AVGO -DA Davidson raises Broadcom target to $400 from $350 Upgrades to Buy from Neutral - $AXON -Needham reiterates Axon $750 target Buy - $AXP -Citi lowers American Express target to $335 from $340 Neutral -Evercore raises target to $330 from $320 In-Line

$ARTV -Wedbush lowers Artiva Biotherapeutics target to $4 from $40 Downgrades to Neutral from Outperform -Cowen, Needham downgrade to Hold from Buy - $AVBP -Guggenheim raises ArriVent BioPharma target to $30 from $18 Buy

$AMKR -Morgan Stanley lowers Amkor Technology target to $63 from $70 = Weight -Goldman lowers target to $56 from $65 Neutral -Needham lowers target to $55 from $90 Buy -B. Riley lowers target to $41 from $46 Neutral

$AGYS -Needham raises Agilysys target to $145 from $135 Buy -Piper Sandler raises target to $140 from $1920 Overweight -Oppenheimer raises target to $135 from $118 Outperform

$AAOI -Needham lowers Applied Optoelectronics target to $170 from $190 Buy - $AAPL -HSBC reiterates Apple$366 target Buy - $ABNB -Oppenheimer raises Airbnb target to $210 from $190 Outperform - $ABT -Argus downgrades Abbott t hold from Buy

$MGNX MacroGenics reports 25% response in clear cell gynecologic cancer trial - Four of 16 evaluable patients responded to lorigerlimab as the company enrols a lower-dose cohort after significant treatment-related toxicity.

$INOD Innodata stock tumbles on report of layoffs in India and Philippines - The AI services company laid off nearly 550 employees in India.

$HLT Hilton misses quarterly revenue estimates, warns of Mideast impact - The company’s room revenue from the Middle East and Africa region dropped 5.6% year-over-year in the quarter ended September 30, while for the US rose 7%.

$CTAS $UNF FTC to sue to block Cintas-UniFirst deal, Semafor reports - The FTC has not yet voted on whether to sue, but its staff have privately expressed concerns about the companies’ combined market share, the report added.

$GOOG $GOOGL Google Cloud tests robotic system with NASA for deep space missions - Google Cloud and NASA are developing a robotic system designed to assist astronauts on deep space missions, including future crewed missions to Mars where communication delays of up to 44 minutes make real-time Earth-based guidance impossible.

$ORCL $NVDA $GOOG $GOOGL $CBRS Oracle expands chip supply deal with Nvidia, adds Google and Cerebras offerings - Oracle is expanding its cloud AI chip deals with Nvidia while also diversifying to add offerings from Nvidia rivals such as Alphabet’s Google and Cerebras Systems.

$BABA Alibaba wins injunction against Pentagon contract restrictions tied to China blacklist - Alibaba sued the US government in June after the Pentagon added it to a list of companies allegedly aiding China’s military, alongside internet search provider Baidu $BIDU, EV maker BYD $BYDDY and other major Chinese manufacturing and technology firms.

$NVS Novartis earnings analysis: questions answered and next catalysts - The patent-cliff drag is fading, priority brands are growing and guidance was raised, but revenue estimates are slipping

$GSK ESMO 2026: Ris-rez raises osteosarcoma hopes - There haven’t been any new developments in osteosarcoma for years, but GSK and Hansoh might soon get approval for the B7-H3-targeting ADC risvutatug rezetecan – in China.

$ABVX $SMMT $VKTX What 3 multibillion dollar biotechs still have to prove - Summit, Abivax and Viking have lofty valuations but no FDA-approved products. Each faces a different test of its clinical promise and commercial potential. via @PharmaVoice