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September 10, 2025 - Third Party

US PREMARKET ACTIONS: September 10, 2025

Futures Indices

Dow Futures: 0.00%
S&P 500 Futures: +0.3%
Nasdaq 100 Futures: +0.3%
US 10-Year Yield: 4.08%

Market Environment

Wall Street is headed for a slightly higher open this Wednesday, as investors focus on the key release of the Producer Price Index (PPI) for August. After Tuesday’s session marked by new records, markets are digesting significant downward revisions of US job creation numbers (-911,000), as well as rising tensions in the Middle East.

"Markets faced some further challenges yesterday as investors had to deal with significant downward revisions to US employment figures and a spike in Middle East tensions after Israel carried out a strike in Qatar targeting Hamas leaders."
— Jim Reid, Deutsche Bank

Despite these figures, expectations of a Fed rate cut have not been heightened: the market now anticipates a cut of 27 basis points next week.

Today, investors will be closely watching the August PPI, a leading indicator of inflation:

  • PPI (YoY) expected at +3.3%
  • Core PPI (YoY) expected at +3.5%
  • PPI (MoM) expected at +0.3%

"What worries the Fed about the price data is not so much the rise in inflation itself, but rather the emergence of signs pointing to a more persistent inflation problem."
— Paul Donovan, UBS

Stocks to Watch

ORCL +31.84%
Oracle surges in premarket after a sharp increase in future performance obligations, offsetting mixed quarterly results. Analysts are raising targets, up to $400.

GLSI +25.27%
Greenwich LifeSciences soars after receiving Fast Track status from the FDA for its key drug candidate.

MEI +12.30%
Methode Electronics jumps after outperforming Q1 expectations and maintaining its sales outlook for 2026 ($900M–$1B).

BILL +5.70%
BILL Holdings rises after a report that activist fund Elliott has taken a stake.

TVTX +15.94%
Travere Therapeutics advances after the FDA indicated that no expert panel (AdCom) meeting would be needed for the label extension of its drug Filspari.

FITB -4.12%
Fifth Third Bancorp falls after discovering potential fraud by a commercial borrower, which could lead to a $170M to $200M write-down.

SNPS -22.90%
Synopsys drops after results and forecasts fall short of expectations. Several analysts have lowered their price targets and recommendations.

RBRK -2.54%
Rubrik declines despite 51% YoY revenue growth in Q2, likely as the market digests its high valuation.

Recommendation Changes

Upgrades

Oracle ($ORCL) → BofA upgrades to Buy, target $368. Other upgrades: Guggenheim ($375), Cantor ($400), Piper Sandler ($330), Jefferies ($360), Deutsche Bank ($335), Mizuho ($350), etc.

Rocket Companies ($RKT) → Upgraded to Buy by BofA.

Nike ($NKE) → TD Cowen upgrades to "Buy", target $85 (was $62).

Gossamer Bio ($GOSS) → UBS upgrades to "Buy", target $9.

Newmont ($NEM) → RBC upgrades to "Outperform", target raised to $95 (was $66).

Saia ($SAIA) → Susquehanna upgrades to "Positive", target $360.

nCino ($NCNO) → Morgan Stanley upgrades to "Overweight", target $36.

United Airlines ($UAL) → DBS raises target to $120, maintains Buy.

Delta Air Lines ($DAL) → DBS raises to $60, maintains "Hold".

Darden Restaurants ($DRI) → Targets raised by Deutsche Bank ($239), Evercore ($245), KeyBanc ($240), all to Buy.

Visa ($V) → Rothschild raises target to $325, maintains "Neutral".

Mastercard ($MA) → Target raised to $740, maintains Buy.

Hecla Mining ($HL) → RBC raises to $12, maintains "Outperform".

Anglogold Ashanti ($AU) → RBC raises to $76, maintains "Outperform".

Agnico Eagle Mines ($AEM) → RBC raises to $175, maintains "Outperform".

Coeur Mining ($CDE) → RBC raises to $18, maintains "Outperform".

Cantor Fitzgerald initiates coverage with Overweight on:

  • Webster Financial ($WBS) → $70
  • Valley National Bancorp ($VLY) → $12
  • Prosperity Bancshares ($PB) → $78
  • FB Financial ($FBK) → $61
  • BankUnited ($BKU) → $44
  • M&T Bank ($MTB) → $228
  • Regions Financial ($RF) → $30
  • Citizens Financial ($CFG) → $61
  • Flagstar Financial ($FLG) → $15

Neutral

Mobileye ($MBLY) → BofA maintains "Neutral", target lowered to $16.

Aptiv ($APTV) → "Buy" maintained, target raised to $95.

Visteon ($VC) → "Buy" maintained, target raised to $140.

Apple ($AAPL) → Rothschild and Evercore maintain their view, targets raised to $260.

Realty Income ($O) → Mizuho maintains "Neutral", target raised to $63.

Pinnacle West Capital ($PNW) → Ladenburg maintains "Neutral", target adjusted to $88.

MSCI ($MSCI) → Rothschild & JPMorgan maintain "Buy", targets at $660/$655.

Home BancShares ($HOMB), Comerica ($CMA), Live Oak Bancshares ($LOB), First Financial Bankshares ($FFIN) → Cantor initiates at "Neutral".

Downgrades

Synopsys ($SNPS) → Downgraded by Rosenblatt, Baird, Loop Capital, etc. Targets revised lower (e.g.: $550, $535, $540). Disappointing results.

Trade Desk ($TTD) → Morgan Stanley downgrades to "Equalweight", target lowered to $50.

Tourmaline Bio ($TRML) → Several downgrades (Jefferies, HC Wainwright, Chardan…), target cut to $48.

HP ($HPQ) → Evercore downgrades to "In Line", target $29.

Coty ($COTY) → Berenberg downgrades to "Hold", target lowered to $5.05.

Service Properties Trust ($SVC) → Wells Fargo cuts to "Equalweight", target lowered to $2.50.

Have a good trading session, everyone.
Sylvain Mouilhaud: Stock Coach

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