By Michael Bloom
Publication Date: 2026-04-27 12:20:00
Here are Monday’s biggest calls on Wall Street: Jefferies reiterates Cohu as buy Jefferies said it sees an attractive risk/reward for the semis testing and equipment company. “We initiate COHU with a Buy/$55 PT, viewing the company as an emerging enabler of higher-complexity semi test.” Rothschild & Co Redburn upgrades Rollins to buy from neutral The firm said in its upgrade of Rollins that it sees a compelling entry point. “We see the current share price as an attractive entry point and upgrade to Buy with a price target of $66.00 (from $51.90), implying 16% upside.” KeyBanc upgrades MSC Industrial Direct to overweight from equal weight KeyBanc said the industrial company has strong operating leverage. “We hosted investor meetings with MSM’s new CEO Martina McIsaac and are upgrading the shares to OW, from SW, with $117 PT.” Citi initiates HMH Holding as buy Citi said the offshore drilling company is well positioned. “We initiate coverage of HMH with a Buy/High Risk (1H) rating and a $30 target price.” Barclays upgrades Nutrien to overweight from equal weight Barclays said the company is a beneficiary of the Iran war. “We continue to expect strength in the nitrogen segment due to the Iran conflict, leading us to upgrade NTR to OW from EW, while raising our price target to $85 (from $80).” JPMorgan initiates Matson as overweight JPMorgan said the ocean carrier and logistics company has a “strong moat.” “We initiate coverage of Matson, Inc. (MATX) with an Overweight rating…
