HSBC downgrades AMD to Hold, cuts 2026 AI revenue forecast to $14.6bn and expects Q2 revenue of $10.5bn.
Argus upgrades Chipotle to Buy with a $40 target, citing low‑double‑digit earnings growth and a 27.5× PE after a 33% stock decline.
Roth upgrades LCI Industries to Buy, sets a $112 target and highlights a free‑cash‑flow yield above 12% despite a 30% price drop.
William Blair cuts Planet Fitness to Market Perform and shelves a Black Card hike; Stifel puts Vital Farms on Hold with a $10 target amid an egg‑supply glut.