Latest BBQ and thoughts will be here via Linktree, will start adding some recipes too: linktr.ee/optionsbbq #OptionsBBQ
$GOOGL attempting to buy some shares. #OptionsBBQ
Bob - ππ₯πΆοΈπ(BBQ & Trading β’) retweeted
UPGRADES
πΉ $AFYA: Neutral β Buy at BofA Securities; PT $16
βͺοΈ $ARCC: Neutral β Buy at UBS; PT $21
πΉ $CSTM: Neutral β Overweight at JPMorgan; PT $35
βͺοΈ $CX: Neutral β Outperform at Bradesco BBI; PT $14
πΉ $EBAY: Underweight β Equal Weight at Wells Fargo; PT $106
βͺοΈ $HLT: Neutral β Outperform at Mizuho; PT $421
πΉ $PB: Hold β Buy at StoneX; PT $85
βͺοΈ $VFC: Underperform β Neutral at BNP Paribas Exane; PT $16
πΉ $WTFC: Neutral β Buy at UBS; PT $180
Bob - ππ₯πΆοΈπ(BBQ & Trading β’) retweeted
DOWNGRADES
βͺοΈ $ARTV: Buy β Hold at Jefferies; PT $4
πΉ $BBD: Overweight β Neutral at JPMorgan
βͺοΈ $BSX: Outperform β Perform at Oppenheimer
πΉ $FTNT: Buy β Neutral at BofA Securities; PT $140
βͺοΈ $GOOGL: Market Outperform β Market Perform at Citizens
πΉ $GSK: Buy β Hold at Jefferies; PT $55.90
βͺοΈ $LII: Overweight β Equal Weight at Stephens; Outperform β Perform at Oppenheimer
πΉ $PGC: Strong Buy β Market Perform at Raymond James
βͺοΈ $PYPL: Equal Weight β Underweight at Barclays; PT $53
πΉ $RNST: Strong Buy β Outperform at Raymond James; PT $45
βͺοΈ $SBFG: Buy β Neutral at Brean Capital
πΉ $SFM: Outperform β Sector Perform at RBC Capital; PT $49; Buy β Underperform at BofA Securities; PT $47
βͺοΈ $XP: Overweight β Equal Weight at Morgan Stanley; PT $19
Bob - ππ₯πΆοΈπ(BBQ & Trading β’) retweeted
INITIATIONS
πΉ $ABSI: Buy at Jefferies; PT $14
βͺοΈ $AIRS: Buy at Lake Street; PT $3
πΉ $APPS: Outperform at Northland; PT $17
βͺοΈ $COP: Market Perform at William Blair
πΉ $CSTL: Outperform at Mizuho; PT $60
βͺοΈ $CVX: Outperform at William Blair
πΉ $PLTR: Overweight at JPMorgan; PT $262
βͺοΈ $RBRK: Overweight at Morgan Stanley; PT $155
πΉ $XOM: Market Perform at William Blair
Raquel Bot's Premarket Brief #OptionsBBQ
Full Graphic Report Attached
Bob - ππ₯πΆοΈπ(BBQ & Trading β’) retweeted
SEAPORT INITIATES ANTHROPIC COVERAGE, WITHHOLDS RATING AHEAD OF IPO
Seaport Global Securities analyst Jay Goldberg initiated coverage of Anthropic, but deferred assigning a rating until the company's anticipated IPO.
Goldberg highlighted Anthropic's leading AI model capabilities as a competitive advantage, while warning of significant risks tied to rising capital requirements and a complex governance structure.
Today's Economic Calendar #OptionsBBQ
PCE today

















