North American Morning Briefing : Futures Tick -2-

GDL.TO

Published on 07/08/2025 at 06:25

Firan Technology Group is expected to report for 2Q.

Goodfellow is expected to report for 2Q.

Kura Sushi USA Inc (KRUS) is expected to report $-0.01 for 3Q.

Penguin Solutions Inc (PENG) is expected to report for 3Q.

Saratoga Investment Corp (SAR) is expected to report $0.96 for 1Q.

Sonder Holdings Inc (SOND) is expected to report for 4Q.

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ANALYST RATINGS ACTIONS

Alliant Energy Raised to Outperform From Peer Perform by Wolfe Research

Applied Materials Cut to Neutral From Buy by Redburn Atlantic

ASGN Cut to Underperform From Hold by Jefferies

Autodesk Raised to Buy From Neutral by DA Davidson

CACI International Raised to Outperform From Market Perform by William Blair

Chipotle Mexican Cut to Mixed From Positive by BWG Global

CMS Energy Cut to Peer Perform From Outperform by Wolfe Research

Constellation Brands Raised to Buy From Hold by Jefferies

Core Scientific Cut to Neutral From Buy by BTIG

Core Scientific Cut to Perform From Outperform by Oppenheimer

CrowdStrike Holdings Cut to Neutral From Overweight by Piper Sandler

Equity Residential Raised to Outperform From In-Line by Evercore ISI Group

Jasper Therapeutics Cut to Market Perform From Outperform by William Blair

Jasper Therapeutics Cut to Neutral From Overweight by Cantor Fitzgerald

MP Materials Cut to Hold From Buy by Jefferies

Netflix Cut to Neutral From Buy by Seaport Global

NMI Holdings Cut to Market Perform From Outperform by Keefe, Bruyette & Woods

Olo Cut to Sector Perform From Outperform by RBC Capital

Phibro Animal Health Raised to Overweight From Neutral by JP Morgan

Progressive Cut to Equal-Weight From Overweight by Morgan Stanley

Public Service Enterprise Raised to Buy From Neutral by UBS

Radian Group Cut to Market Perform From Outperform by Keefe, Bruyette & Woods

Shoals Technologies Raised to Buy From Hold by Jefferies

Tesla Cut to Market Perform From Outperform by William Blair

T-Mobile US Raised to Neutral From Sell by Redburn Atlantic

Travelers Cut to Equal-Weight From Overweight by Barclays

UDR Inc Raised to Outperform From In-Line by Evercore ISI Group

US Bancorp Raised to Strong Buy From Outperform by Raymond James

Wells Fargo Cut to Market Perform From Strong Buy by Raymond James

This article is a text version of a Wall Street Journal newsletter published earlier today.

(END) Dow Jones Newswires

07-08-25 0624ET