TargetPulse

热门股票

6 只核心 + 6 只近 7 天机构关注最高,每日轮换 · 评级环为近 3 个月

距离目标价差距最大

今日变更

2026-09-16
买入 30 条
DRI Darden Restaurants 首次覆盖 Seaport Global 买入 $240
UNP Union Pacific Corporation 上调 UBS 中性→买入 $310→$339
YUM Yum! Brands 首次覆盖 Seaport Global 买入 $162
维持 / 重申 27 条
AJG Arthur J. Gallagher & Co. Mizuho 跑赢大盘 $300→$292
ALL Allstate Mizuho 跑赢大盘 $300→$297
AON Aon plc Mizuho 跑赢大盘 $398→$366
BMY Bristol Myers Squibb Piper Sandler 增持 $75→$82
BRO Brown & Brown Mizuho 跑赢大盘 $86→$83
CCL Carnival Corporation Barclays 增持 $35→$33
CCL Carnival Corporation Stifel 买入 $37→$35
CMCSA Comcast B of A Securities 买入 $37→$35
COIN Coinbase BTIG 买入 $240
COST 好市多 B of A Securities 买入 $1200→$1095
COST 好市多 Oppenheimer 跑赢大盘 $1160
CRM 赛富时 Mizuho 跑赢大盘 $265→$280
CRM 赛富时 Stifel 买入 $275
CTVA Corteva BMO Capital 跑赢大盘 $100→$95
CTVA Corteva RBC Capital 跑赢大盘 $103
HBAN Huntington Bancshares Wells Fargo 增持 $23→$21
JBHT J.B. Hunt B of A Securities 买入 $340→$302
JKHY Jack Henry & Associates RBC Capital 跑赢大盘 $178
JKHY Jack Henry & Associates Raymond James 强烈买入 $192→$199
MCD 麦当劳 BTIG 买入 $350
NEM Newmont RBC Capital 跑赢大盘 $135→$155
ORLY O’Reilly Automotive DA Davidson 买入 $106
PHM PulteGroup Truist Securities 买入 $145→$136
TKO TKO Group Holdings Bernstein 跑赢大盘 $235→$240
TRGP Targa Resources Morgan Stanley 增持 $343→$359
WTW Willis Towers Watson Mizuho 跑赢大盘 $406→$380
YUM Yum! Brands Baird 跑赢大盘 $174→$165
持有 / 中性 20 条
CMG Chipotle Mexican Grill 首次覆盖 Seaport Global 中性
DPZ Domino's 首次覆盖 Seaport Global 中性
HIG Hartford (The) 下调 Mizuho 跑赢大盘→中性 $163→$154
MCD 麦当劳 首次覆盖 Seaport Global 中性
SBUX 星巴克 首次覆盖 Seaport Global 中性
维持 / 重申 15 条
ACGL Arch Capital Group Mizuho 中性 $104→$100
AIG American International Group Mizuho 中性 $86→$85
CB Chubb Limited Mizuho 中性 $352→$347
CTVA Corteva UBS 中性 $85→$90
DHI D. R. Horton Truist Securities 持有 $150→$140
FCX Freeport-McMoRan RBC Capital 与板块一致 $73→$85
JBHT J.B. Hunt Barclays 中性 $300→$285
JKHY Jack Henry & Associates Piper Sandler 中性 $171→$175
LEN Lennar Truist Securities 持有 $80→$75
PGR Progressive Corporation Mizuho 中性 $236→$230
TDG TransDigm Group RBC Capital 与板块一致 $1350
TRV Travelers Companies (The) Mizuho 中性 $343→$348
TSLA 特斯拉 Goldman Sachs 中性 $360
VTRS Viatris Piper Sandler 中性 $12→$13
WRB W. R. Berkley Corporation Mizuho 中性 $74→$72
卖出 0 条
当日无
2026-09-15
共识目标价变动 · 23 条
Marathon Petroleum MPC $352→$370 +5.3%
Valero Energy VLO $339→$355 +4.7%
Phillips 66 PSX $240→$249 +3.9%
Charter Communications CHTR $184→$179 -2.9%
Lennox International LII $505→$493 -2.5%
耐克 NKE $49→$48 -2.0%
Edison International EIX $68→$67 -1.6%
小鹏汽车 XPEV $19→$19 -1.4%
Pentair PNR $76→$77 +1.4%
Ciena CIEN $504→$497 -1.4%
UnitedHealth Group UNH $475→$482 +1.4%
Marvell Technology MRVL $285→$289 +1.3%
AppLovin APP $508→$502 -1.3%
Lennar LEN $86→$85 -1.1%
Oneok OKE $100→$101 +1.1%
MicroStrategy MSTR $226→$229 +1.0%
Tyson Foods TSN $65→$64 -1.0%
Steris STE $1→$1
Sysco SYY $0→$0
Thomson Reuters TRI $1→$1
买入 18 条
HWM Howmet Aerospace 首次覆盖 Guggenheim 买入 $350
LHX L3Harris 首次覆盖 Guggenheim 买入 $365
NOC Northrop Grumman 首次覆盖 Guggenheim 买入 $612
PNR Pentair 上调 Wolfe Research 与同业一致→跑赢大盘 $91
RMD ResMed 上调 RBC Capital 与板块一致→跑赢大盘 $244→$262
维持 / 重申 13 条
COO Cooper Companies (The) Needham 买入 $73
DRI Darden Restaurants Oppenheimer 跑赢大盘 $235→$245
GEV GE Vernova Bernstein 跑赢大盘 $1298
GLW Corning Inc. Mizuho 跑赢大盘 $210→$180
INTC 英特尔 Tigress Financial 买入 $118→$145
KDP Keurig Dr Pepper Argus Research 买入 $36
KEY KeyCorp Stephens & Co. 增持 $26
KR Kroger Guggenheim 买入 $71→$66
MSFT 微软 Citizens Market Outperform $550
MSTR MicroStrategy Barclays 增持 $125→$160
PLTR 帕兰提尔 UBS 买入 $220→$250
TDY Teledyne Technologies Needham 买入 $750→$760
ZBRA Zebra Technologies Needham 买入 $410→$435
持有 / 中性 12 条
ADSK Autodesk 首次覆盖 Cantor Fitzgerald 中性 $215
APTV Aptiv 下调 JP Morgan 增持→中性 $65→$56
CNP CenterPoint Energy 首次覆盖 RBC Capital 与板块一致 $40
PPL PPL Corporation 首次覆盖 RBC Capital 与板块一致 $35
TDG TransDigm Group 首次覆盖 Guggenheim 中性
ULTA Ulta Beauty 上调 Wells Fargo 减持→中性 $450→$525
维持 / 重申 6 条
CCL Carnival Corporation Deutsche Bank 持有 $34→$29
CMCSA Comcast UBS 中性 $32→$27
CMS CMS Energy Jefferies 持有 $78→$74
MCD 麦当劳 RBC Capital 与板块一致 $295→$290
NKE 耐克 Telsey Advisory Group 与大盘一致 $47→$44
VICI Vici Properties Morgan Stanley 中性 $31→$29
卖出 0 条
当日无
2026-09-14
共识目标价变动 · 10 条
Casey's CASY $937→$811 -13.4%
理想汽车 LI $16→$16 -2.3%
Copart CPRT $41→$40 -2.0%
Kroger KR $70→$68 -1.9%
Rocket Lab RKLB $111→$109 -1.5%
小鹏汽车 XPEV $20→$19 -1.5%
AppLovin APP $1→$1
Nebius Group NBIS $1→$1
Rocket Lab RKLB $1→$1
买入 28 条
FOXA Fox Corporation (Class A) 首次覆盖 Citizens Market Outperform $95
JKHY Jack Henry & Associates 首次覆盖 Keybanc 增持 $190
PSKY Paramount Skydance Corporation 首次覆盖 Citizens Market Outperform $14
维持 / 重申 25 条
ADBE 奥多比 DA Davidson 买入 $250→$290
AON Aon plc TD Cowen 买入 $416→$420
APP AppLovin Morgan Stanley 增持 $650→$450
AZO AutoZone Citigroup 买入 $3700→$3450
COP ConocoPhillips UBS 买入 $153→$169
CPRT Copart Freedom Broker 买入 $39→$36
DRI Darden Restaurants Morgan Stanley 增持 $236→$255
DVN Devon Energy Raymond James 强烈买入 $64→$67
DVN Devon Energy UBS 买入 $55→$63
EBAY eBay Inc. StoneX 买入 $134→$136
HOOD Robinhood Markets Deutsche Bank 买入 $136→$138
KR Kroger Evercore ISI Group 跑赢大盘 $75→$70
KR Kroger Telsey Advisory Group 跑赢大盘 $78→$75
MCD 麦当劳 Deutsche Bank 买入 $325→$300
MPC Marathon Petroleum Morgan Stanley 增持 $265→$453
MPC Marathon Petroleum Raymond James 跑赢大盘 $350→$445
NFLX 奈飞 Evercore ISI Group 跑赢大盘 $100→$110
ORCL 甲骨文 Argus Research 买入 $225
ORCL 甲骨文 Freedom Broker 买入 $210→$205
PSX Phillips 66 Morgan Stanley 增持 $196→$284
PSX Phillips 66 Raymond James 跑赢大盘 $240→$300
SOLV Solventum BTIG 买入 $95
UDR UDR, Inc. Evercore ISI Group 跑赢大盘 $44→$43
ULTA Ulta Beauty DA Davidson 买入 $625
VLO Valero Energy Raymond James 强烈买入 $350→$450
持有 / 中性 19 条
COIN Coinbase 上调 Compass Point 卖出→中性 $130→$177
HPE Hewlett Packard Enterprise 下调 Evercore ISI Group 跑赢大盘→符合预期 $65
LII Lennox International 下调 Deutsche Bank 买入→持有 $609→$444
MKC McCormick & Company 下调 TD Cowen 买入→持有 $60→$55
NKE 耐克 下调 Baird 跑赢大盘→中性 $70→$44
维持 / 重申 14 条
ACN Accenture Morgan Stanley 中性 $130→$175
APA APA Corporation UBS 中性 $41→$47
BKR Baker Hughes UBS 中性 $70→$72
EIX Edison International Jefferies 持有 $68→$53
GIS General Mills Evercore ISI Group 符合预期 $39→$38
KHC Kraft Heinz Evercore ISI Group 符合预期 $24→$23
LULU Lululemon Athletica Argus Research 持有
MAA Mid-America Apartment Communities Evercore ISI Group 符合预期 $130→$129
MCD 麦当劳 Morgan Stanley 中性 $319→$308
MCK McKesson Corporation RBC Capital 与板块一致 $845
NKE 耐克 Citigroup 中性 $45→$39
SPG Simon Property Group Evercore ISI Group 符合预期 $226→$219
STZ Constellation Brands Jefferies 持有 $147→$135
VLO Valero Energy Morgan Stanley 中性 $255→$411
卖出 3 条
CCI Crown Castle 下调 JP Morgan 中性→减持 $85→$80
GEV GE Vernova 首次覆盖 GLJ Research 卖出 $470
维持 / 重申 1 条
LEN Lennar B of A Securities 跑输大盘 $77→$70