Core Viewpoint - Piper Sandler has lowered the price target for Bowhead Specialty (BOW) to $33 from $38 while maintaining an Overweight rating on the shares [1] Group 1: Price Target and Rating - The price target for Bowhead Specialty has been reduced to $33 from $38 [1] - Piper Sandler continues to hold an Overweight rating on Bowhead Specialty shares [1] Group 2: Growth Estimates - The firm is lowering its GWP (Gross Written Premium) growth estimates for the latter half of 2025 [1] - Growth was more heavily weighted in the first half of the year, and softening market conditions are expected to hinder achieving similar growth rates [1] Group 3: Loss Ratios - Piper Sandler anticipates that loss ratios will resemble those observed in the first half of the year [1]

Core Viewpoint - RBC Capital has lowered the price target for Freeport-McMoRan (FCX) to $48 from $54 while maintaining a Sector Perform rating on the shares [1] Financial Projections - The firm has reduced its FY25 EPS estimate to $1.24 from $1.52 and FY26 estimate to $1.38 from $2.02 following updated guidance from Freeport [1] Incident Update - The recent update from Freeport regarding the Grasberg incident has contributed to the downward revision of financial projections [1] Market Sentiment - There is an indication that much of the downside risk may already be reflected in the current share prices, although uncertainty remains regarding the future developments at the Grasberg site [1]

Group 1 - Evercore ISI analyst John Pancari raised the price target on First Horizon (FHN) to $26 from $25, maintaining an Outperform rating on the shares [1] - Regional bank and specialty finance trends are reported to be solid for Q3, indicating positive market conditions [1] - Full momentum in earnings for First Horizon might not be realized until early 2026, suggesting a longer-term outlook for growth [1]

Group 1 - BofA raised the price target on Hasbro (HAS) to $100 from $95 and maintains a Buy rating on the shares [1] - The increase in price target follows an investor field trip to Atlanta MagicCon, which included meetings with CEO Chris Cocks and other executives [1] - The firm believes that Magic can achieve a very strong performance in 2025 due to the strength of its 2026 set schedule and Hasbro's robust video game pipeline [1]

Group 1 - Benchmark analyst Matthew Harrigan raised the price target on Live Nation (LYV) to $190 from $180 while maintaining a Buy rating on the shares [1] - The firm is deferring realization into 2026 for its increased target due to ongoing regulatory concerns, specifically mentioning the "Washington regulatory cloud" [1] - Further FTC action is anticipated this month through a lawsuit, which may impact the company's outlook [1]

Group 1 - Raymond James has lowered the price target on Range Resources (RRC) to $41 from $45 while maintaining an Outperform rating on the shares [1] - The firm anticipates greater upside potential for Range Resources if its strong gas outlook materializes over the next few years [1]

Group 1 - Lake Street analyst Ben Klieve lowered the price target on Bioceres (BIOX) to $5 from $8 while maintaining a Buy rating on the shares [1] - Q4 results were significantly below all estimates across each segment, indicating potential challenges for the company [1] - The firm anticipates that FY25 will represent an EBITDA trough and sees value in the next-generation products within Bioceres' portfolio [1]

Summary of Key Points Core Viewpoint - Evercore ISI has reduced the price target for Americold Realty Trust (COLD) from $22 to $19 while maintaining an Outperform rating on the shares, indicating a positive outlook despite the price adjustment [1]. Company Adjustments - The price target adjustment was made following a recent REIT conference, which provided insights from company meetings and broader market conditions [1].

Group 1 - Evercore ISI analyst Steve Sakwa raised the price target on Rexford Industrial (REXR) to $39 from $38 [1] - The firm maintains an In Line rating on the shares [1] - Model adjustments were made following a recent REIT conference, reflecting insights from company meetings and broader market conditions [1]

Group 1 - Target Corp (TGT) will end its shop-in-shop partnership with Ulta Beauty (ULTA) in 2026, leading to a 1.5% decline in stock price to $103.83, with support at the $100 level [1] - Year-to-date, Target's stock is down 23.3%, indicating a need for a post-earnings rebound to escape consolidation [1] - Target is set to report second-quarter earnings on August 20, with expectations of declines in both earnings and revenue year-over-year [4] Group 2 - Target's stock has experienced three consecutive post-earnings declines, including a significant 21.4% drop in November [4] - The stock's options market is pricing in a potential move of 10.9% following the earnings report, regardless of direction [4] - Recent downgrades include a shift to "underperform" from "neutral" by Edgewater Research, while Truist raised its price target to $17 but maintained a "hold" rating [5] Group 3 - The consensus 12-month price target for Target is $105.68, representing a slim 1.8% premium to current levels, suggesting potential for downgrades or price-target cuts [6] - In the options market, puts have gained popularity, with a 50-day put/call volume ratio of 0.94, ranking higher than 90% of readings from the past year [7]