İşte Pazartesi Gününün En İyi Wall Street Analisti Araştırma Çağrıları: AGCO Corporation, Deere & Co., Edison International, Lumentum Holdings, PG&E, Sempra Energy, STAG Industrial, Ticketplus ve Daha Fazlası

Here Are Monday’s Top Wall Street Analyst Research Calls: AGCO Corporation, Deere & Co., Edison International, Lumentum Holdings, PG&E, Sempra Energy, STAG Industrial, Ticketplus, and More

Lee Jackson

Mon, August 31, 2026 at 2:56 PM GMT+3 5 min read

Quick Read

Fed Chairman Warsh's hawkish Jackson Hole speech lifted September rate-hike odds, sending Treasury yields higher and pulling all major indices lower Friday.
Baird upgraded AGCO to $150 and Deere to $800, while Mizuho slashed targets for both Edison International and Sempra Energy.
Evercore ISI initiated Lumentum Holdings at Outperform with a $1,100 price target, while Roth Capital started Ticketplus at Buy with a $14 target.
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Pre-Market Stock Futures:

Futures are trading lower as we prepare to wrap up the summer months and head into the Labor Day long weekend holiday. All the major indices closed lower on Friday, but the markets enjoyed a positive week overall. The financial media pointed to Federal Reserve Chairman Kevin Warsh's Jackson Hole Symposium speech, where he highlighted ongoing inflation concerns. As a result, investors head into September with higher odds that the Fed will raise rates at its September 15 meeting and announce the decision the next day. Two big data points will hit the tape before the meeting: the August non-farm payrolls report and the consumer and producer price index readings, and they could be the deciding factors.

The Russell 2000 took the biggest hit on Friday, as the small cap index closed down 1.39% at 2,972, while the Nasdaq closed the session at 26,402, down 0.52%. The venerable S&P 500 ended Friday at 7,711, down 0.25%, and the Dow Jones Industrials capped off the week down by just 0.02%, at 53,599. We could be in for a volatile week as volume likely drops while traders and portfolio managers squeeze in the last few days of vacation before what could be a wild fall.

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Treasury Bonds:

Yields were higher across the entire Treasury curve as the Fed Chairman's speech was absorbed and digested. The hawkish tinge of the speech, and the fact that three Fed Governors voted to raise rates higher at the last meeting, has many leaning toward a 25 basis point (1/4 of 1%) increase. The 30-year bond closed the day at 5.21%, while the benchmark 10-year note last traded at 4.73%.

Oil and Gas:

Prices were modestly lower on Friday for the major oil benchmarks, as rising traffic through the Strait of Hormuz boosted optimism that the 6-month war with Iran may be nearing a resolution. Brent Crude closed the day at $88.26, down 0.29%, while West Texas Intermediate was last seen at $83.44, down 0.11%. Natural gas also closed lower at $2.88, down 1.13%.

Gold:

After a stellar run in August, the precious metals complex took a hit Friday as inflation worries and rate-hike chatter got sellers off the bench and into the game. Toss in the strength in the dollar, and that was all it took, and when the final bell rang, Gold was down 3.18% to close at $4,454, while Silver ended the session at $66.25, down 4.17%.

Crypto:

Cryptocurrencies were extremely volatile on Friday, as Bitcoin touched a three-month high near $81,455 before plunging back below $77,000. The selloff accelerated after Chairman Warsh's commentary at Jackson Hole revived fears of higher interest rates and raised expectations of a September rate hike, as we noted. At 8 AM EDT, Bitcoin was trading at $78,374. Ethereum was quoted at $2,447.

24/7 Wall St. reviews dozens of analyst research reports every day to identify fresh investment ideas for investors and traders alike. These daily analyst notes include recommendations on stocks to buy, sell, or avoid, as well as new coverage initiations. Important reminder: No single analyst report should ever be the sole basis for buying or selling a stock.

Here are some of the top Wall Street analyst upgrades, downgrades, and initiations from Monday, August 31, 2026.

Upgrades:

AGCO Corporation (NYSE: AGCO) was raised to Outperform from Neutral at Baird, which raised the target price to $150 from $120.
Deere & Company (NYSE: DE) was upgraded to Outperform from Neutral at Baird, which raised the price target to $800 from $640.
Kaiser Aluminum Corporation (NASDAQ: KALU) was upgraded to Buy from Hold at UBS, which bumped the target price for the stock to $184 from $179.
STAG Industrial (NYSE: STAG) was raised to Outperform from Neutral at Baird, with a $42 target price.
XP (NASDAQ: XP) was upgraded to Outperform from Market Perform at Itau BBA, with a $22 target price.

Downgrades:

Edison International (NYSE: EIX) was downgraded to Neutral from Outperform at Mizuho, and the price target was cut to $70 from $86.
Frontline (NYSE: FRO) was cut to Hold from Buy at Nordea without a target price.
MINISO Group Holding (NYSE: MNSO) was downgraded to Hold from Buy at HSBC, with a $10.80 target price.
PG&E (NYSE: PCG) was downgraded to Market Perform from Outperform at BMO Capital, which trimmed the target price for the utility to $21 from $28.
Sempra Energy (NYSE: SRE): Mizuho downgraded the stock to Neutral from Outperform, and slashed the target price to $84 from $104.

Initiations:

Attovia Therapeutics (NASDAQ: ATTO) was initiated with an Overweight rating at Morgan Stanley, with a $39 target price.
Lumentum Holdings (NASDAQ: LITE) was initiated with an Outperform rating at Evercore ISI, with a $1,100 price target.
River City Bank (NASDAQ: RCBC) was started with a Neutral rating at DA Davidson, which has a $55 target price for the stock.
Scribe Therapeutics (NASDAQ: SCTX) was started with a Buy rating at H.C. Wainwright, with a $60 target price.
Ticketplus (NYSE: TP) was initiated with a Buy rating at Roth Capital, with a $14 target price.