Mobileye Global

Berenberg upgraded Mobileye to Buy from Hold with an $11 price target. Analyst Tommy Whitfield, now covering the stock, said the shares overcorrected after the CEO's resignation despite strong Q2 results. The firm sees growth from ADAS wins, SuperVision, and robotaxi partnerships.

Upgrades: HSBC upgraded YPF to Buy (PT $60). Deutsche Bank upgraded PMT to Buy (PT $12). KBW upgraded NYAX to Outperform (PT $75). Wells Fargo upgraded OKTA to Overweight (PT $180). Rothschild Redburn upgraded AAPL to Buy (PT $400, from $260). Berenberg upgraded MBLY to Buy (PT $11). Northland upgraded ALAB to Outperform. Downgrades: JPMorgan downgraded YSS to Neutral (PT $17). KBW downgraded BCSF to Market Perform (PT $13) and CCAP to Market Perform (PT $12). Raymond James downgraded ARX to Market Perform. Barclays downgraded MUR to Underweight (PT $34). Phillip Securities downgraded SHOP to Accumulate (PT $170). Deutsche Bank downgraded WDAY to Hold (PT $220); BTIG downgraded to Neutral. Clear Street downgraded KNTK to Hold (PT $57). Coverage: BMO Capital resumed GNL at Outperform (PT $10).