Selected Street Research

Cintas ($CTAS) price target raised to $222 from $214 at Baird

Okta ($OKTA) price target raised to $215 from $180 at BarclaysPaychex price target lowered to $113 from $118 at BMO CapitalMcDonald’s price target lowered to $310 from $335 at BMO CapitalNebius upgraded to Outperform from Neutral at BNP Paribas

Okta price target raised to $220 from $200 at BofA

McDonald’s ($MCD) price target lowered to $295 from $350 at BTIGWorthington price target raised to $75 from $67 at CanaccordMeta Platforms price target raised to $885 from $770 at Citizens

Okta price target raised to $235 from $190 at DA DavidsonOkta price target raised to $240 from $185 at Evercore ISIMcDonald’s price target lowered to $300 from $320 at Evercore ISILowe’s downgraded to Hold from Buy at Gordon HaskettOkta price target raised to $227 from $188 at GuggenheimDollar General upgraded to Buy at HSBC on recovery progressOkta price target raised to $240 from $200 at Jefferies

Meta Platforms ($META) price target raised to $920 from $820 at JPMorgan

Carnival ($CCL) price target lowered to $39 from $43 at JPMorganMcDonald’s price target lowered to $260 from $280 at JPMorganTanger downgraded to Neutral from Overweight at JPMorgan

CoreWeave ($CRWV) upgraded to Overweight from Neutral at JPMorganOkta price target raised to $227 from $190 at Oppenheimer

Meta Platforms price target raised to $860 from $650 at Raymond James

Positions: None

60 Minutes to Go!

S&P Futures: -33 vs FV.

Nasdaq Futures: -261 vs FV.

US Ten-Year Note: 5.118%

US Two-Year Note: 4.868%

US Three-Month T-Bill: 4.133%

WTI Crude: $93.70

Gold: -0.35%

Silver: -1.4%

Bitcoin: -1.01%

US Dollar Index: +0.15%

Positions: Long physical gold & silver