Group 1 - TD Cowen analyst Jason Gabelman raised the price target on Marathon Petroleum (MPC) to $198 from $183 while maintaining a Buy rating on the shares [1] - The firm's updated model reflects earnings that exceeded expectations due to refining gross margin aligning with historical capture [1] - First quarter 2026 throughput and operating expenses will be affected by turnarounds, but operations are expected to improve thereafter with lower year-over-year turnaround spending and future declines [1] Group 2 - Margins are anticipated to benefit from seasonality [1]

Core Viewpoint - Exxon Mobil Corporation is a leading player in the oil and gas industry, with a new price target set by BMO Capital at $155, indicating a potential increase of 7.8% from its current trading price of $143.78 [1][6] Group 1: Stock Performance - The stock has recently increased by $5.38, representing a 3.89% rise, bringing it closer to the new price target [2][6] - The stock's price has fluctuated between $138.31 and $145.01, with $145.01 being the highest price over the past year, reflecting volatility common in the energy sector [2] - Exxon Mobil's market capitalization is approximately $606.34 billion, indicating its substantial size and influence in the industry [3] Group 2: Investor Activity - The trading volume of 32.82 million shares indicates strong investor interest and activity, which can impact the stock's price movement [3] Group 3: Strategic Developments - Exxon Mobil is resolving a dispute with Sintana Energy Inc. regarding the VMM-37 block in Colombia, which involves cash payments totaling $9 million contingent on certain conditions [4] - This resolution could positively impact Exxon Mobil's operations in Colombia, enhancing its exploration and production capabilities in the region [5][6]

Core View - BofA analyst George Staphos raised the price target for Packaging Corp. (PKG) to $255 from $238 while maintaining a Buy rating on the shares [1] Company Updates - The firm updated its views on Packaging Corp. and Greif (GEF) following the companies' calendar Q4 calls [1]

Core Viewpoint - TD Cowen has raised the price target for MKS Inc. (MKSI) to $230 from $200 while maintaining a Buy rating on the shares, indicating positive sentiment towards the company's performance and outlook [1] Group 1: Company Outlook - MKS Inc. has updated its 2025 outlook to the high end of prior guidance due to higher than expected demand across all business divisions, suggesting strong operational performance [1] - The potential for MKS to extend debt maturities and lower interest payments is viewed favorably by analysts, indicating improved financial flexibility [1]

Core Viewpoint - American Eagle Outfitters (AEO) has received a new price target of $28 from Telsey Advisory, indicating a potential upside from its current trading price of $26.92 [1][5] Company Summary - AEO is a prominent retailer focused on teen clothing, currently priced at $26.78, reflecting a 3.54% increase from its previous value [3][5] - The stock has shown volatility over the past year, with a high of $28.46 and a low of $9.27 [3] - AEO's market capitalization is approximately $4.54 billion, with a trading volume of 1,561,079 shares [4][5] Industry Summary - AEO has become one of the most searched stocks on Zacks.com, indicating increased investor interest despite a 4.2% decline in the stock over the past month [2][5] - This decline contrasts with the Zacks S&P 500 composite's 2.3% increase and the Zacks Retail - Apparel and Shoes industry's 1.7% gain [2]

Group 1 - Citi raised the price target on Delta Air Lines (DAL) to $87 from $77 while maintaining a Buy rating on the shares [1] - The update on targets is part of a Q4 earnings preview for the airlines group [1] - Citi's business travel barometer has reached its lowest point, indicating a potential recovery in business travel [1] Group 2 - Despite the positive outlook, the firm expects supermajors to issue conservative forecasts for 2026 [1]

Group 1 - Citi analyst John Godyn lowered the price target on JetBlue (JBLU) to $4 from $4.10 and maintains a Sell rating on the shares [1] - The firm updated targets in the airlines group as part of a Q4 earnings preview [1] - Citi's business travel barometer has bottomed, indicating a potential stabilization in business travel [1] - The firm expects supermajors to issue "conservative" outlooks for 2026 [1]

Group 1 - BofA raised the price target on Guardant Health (GH) to $120 from $100 while maintaining a Buy rating on the shares [1] - The firm is updating price targets for Life Sciences & Diagnostic Tools stocks under its coverage [1] - Headwinds are expected to fade, with markets anticipated to normalize by 2026 [1] Group 2 - The firm believes the biggest upside for the sector will come from a return to spending by Biopharma [1] - BofA favors companies with higher exposure to research and development in the current market environment [1]

Group 1 - Morgan Stanley raised the price target on Brookfield Infrastructure (BIPC) to $53 from $50 while maintaining an Equal Weight rating on the shares [1] - The firm is updating price targets for North American Midstream & Renewable Energy Infrastructure stocks under its coverage [1] - A framework agreement for a Canadian crude oil pipeline project and oil sands carbon capture has been reached, but several unknowns remain [1]

Core Viewpoint - Morgan Stanley analyst Robert Kad has raised the price target for South Bow (SOBO) to C$35 from C$34 while maintaining an Underweight rating on the shares, indicating a cautious outlook on the stock despite the price target increase [1]. Group 1: Price Target and Rating - The price target for South Bow (SOBO) has been increased to C$35 from C$34 [1]. - The firm continues to hold an Underweight rating on SOBO shares, suggesting a bearish stance on the stock's performance [1]. Group 2: Industry Context - The update on price targets is part of a broader review of North American Midstream & Renewable Energy Infrastructure stocks under Morgan Stanley's coverage [1]. - A framework agreement for a Canadian crude oil pipeline project and oil sands carbon capture has been reached, but there are still several unknowns that remain, indicating potential uncertainties in the sector [1].