🌎 Nebius Group Initiated, Hewlett Packard Enterprise Upgraded, Okta Downgraded and more...

Ratings changes for Nebius Group, Seacoast Banking Corporation of Florida, Okta, Credo Technology Group, Ituran Location and Control, Old Dominion Freight Line, Seagate Technology and more...Upgrade to MarketBeat All Access to get our best stock ideas, proprietary research, portfolio monitoring tools, and more. Start Your Free Trial. Unsubscribe. MarketBeat Daily Ratings VIEW MY PORTFOLIO JUNE 2ND, 2026 Follow MarketBeat on X Follow MarketBeat on Facebook Subscribe on YouTube ALERT: Drop these 5 stocks before the market opens tomorrow! ALERT: Drop these 5 stocks before the market opens tomorrow! (Ad) The Wall Street Journal is already raising the alarm about a potential market crash, and Weiss Ratings research points to the first half of 2026 as a particularly rough stretch for certain holdings. Some of America's most popular stocks could take serious damage as a radical market shift plays out. Analysts at Weiss Ratings have identified five names you may want to remove from your portfolio before this unfolds. If any of these are in your portfolio, now is the time to review your positions. SEE THE 5 STOCKS TO AVOIDtc pixel Today's Top Stories Will the SpaceX IPO Put These 5 Public Space Stocks Into a Higher Orbit? BY RYAN HASSON | JUNE 2, 2026 07:20 AM One of Nevada's Most Overlooked Gold Plays Just Got a Lot More Interesting (Ad)tc pixel BY WALL STREET LOGIC Palantir’s Drone Tailwind Puts Its Defense AI Story Back in Focus for Investors BY CHRIS MARKOCH | JUNE 2, 2026 06:45 AM Drone Stocks Soar As Pentagon Considers Funding, Including a Trump-Linked Name BY LEO MILLER | JUNE 1, 2026 12:45 PM Altucher: This is My Favorite FREE Starlink Pre-IPO Ticker (Ad)tc pixel BY PARADIGM PRESS 3 Up-and-Coming Stocks That Could Be the Next NVIDIA BY CHRIS MARKOCH | JUNE 1, 2026 10:15 AM What Exactly Is Agentic AI, and Why Are Some Stocks Blowing Up Because of It? BY SAM QUIRKE | JUNE 1, 2026 09:40 AM 5 Hot Stocks to Buy Now: June's Top Picks With Upside Ahead Quick Links Analyst RatingsMy MarketBeatAccount SettingsMarketBeat All AccessStock ListsStock ScreenerCalculatorsPremium ReportsBest Stocks to Buy in June The #1 stock to own BEFORE the SpaceX IPO The #1 stock to buy BEFORE the June 12th filing (Ad) When the SpaceX IPO launches, most retail investors will be locked out. The banks, funds, and insiders get in early - while everyone else waits on the sidelines. But one small infrastructure supplier - a critical piece Musk can't scale the Colossus network without - is still trading well under institutional radar. A new briefing reveals the name and ticker at no cost. GET THE SPACEX INFRASTRUCTURE STOCK NAME AND TICKER HEREtc pixel Your Watchlist MANAGE YOUR WATCHLIST AND MONITOR YOUR PORTFOLIO Apple logo Apple Inc. (AAPL) $309.66 -2.40 (-0.77%) As of 6/2/2026 9:35 AM ET Assessing Whether Apple (AAPL) Looks Overvalued After Its Recent Share Price Momentum 6/2 - YAHOO Alphabet Pivots From Buybacks to a Massive Stock Offering. What It Means for Shares. 6/2 - YAHOO Samsung's Galaxy Z Fold8 wide foldable spotted in the wild - GSMArena.com news - GSMArena.com 6/2 - GOOGLE Jensen Huang Says Nvidia and Microsoft Just Reinvented the PC. But There Might Be 1 Problem 6/2 - 247WALLST Apple Inc. $AAPL Shares Sold by Summit Wealth & Retirement Planning Inc. 6/2 - MARKETBEAT Amazon.com logo Amazon.com, Inc. (AMZN) $255.25 -15.39 (-5.69%) As of 6/2/2026 9:35 AM ET Washington Trust Advisors Inc. Sells 3,211 Shares of Amazon.com, Inc. $AMZN 6/2 - MARKETBEAT Amazon's Ring sued over facial recognition feature, latest privacy concern for doorbell maker 6/2 - REUTERS Amazon (AMZN) Prime Day Shift to June Sparks Investor Focus on Summer Sales Boost 6/2 - TIPRANKS EU Moves To Tighten Cloud Rules In State Tenders, Raising Pressure On Amazon, Microsoft And Google: Report 6/2 - BENZINGA Billionaire Stanley Druckenmiller Dumped 94% of His Fund's Amazon Stake and Piled Into a Scorching-Hot Chip Stock for the First Time in 8 Years 6/2 - FOOL Alphabet logo Alphabet Inc. (GOOGL) $361.18 -19.16 (-5.04%) As of 6/2/2026 9:34 AM ET Director Frances Arnold sold 102 shares of the company's stock in a transaction dated Friday, May 29th. The shares were sold at an average price of $381.00, for a total transaction of $38,862.00. Following the sale, the director directly owned 18,721 shares in the company, valued at approximately $7,132,701. This represents a 0.54% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Will the SpaceX IPO Put These 5 Public Space Stocks Into a Higher Orbit? (GOOGL) 6/2 - MARKETBEAT Alphabet's stock sale, Iran negotiations, Anthropic's IPO plans and more in Morning Squawk 6/2 - CNBC Western Wealth Management LLC Acquires 2,851 Shares of Alphabet Inc. $GOOGL 6/2 - MARKETBEAT The Stock Market Should Be More Worried About Google's AI Funding Plan 6/2 - BARRONS Warren Buffett's successor is finally putting his nearly $400 billion cash pile to work 6/2 - BUSINESSINSIDER Meta Platforms logo Meta Platforms, Inc. (META) $601.59 -30.92 (-4.89%) As of 6/2/2026 9:34 AM ET Meta expands teen content controls globally, tests new Instagram tool to diversify feeds 6/2 - REUTERS Meta Expands Safety Features for Teenagers 6/2 - NYTIMES Nixon Peabody Trust Co. Has $18.56 Million Holdings in Meta Platforms, Inc. $META 6/2 - MARKETBEAT Meta Platforms, Inc. $META Shares Sold by GPS Wealth Strategies Group LLC 6/2 - MARKETBEAT ARKAY Beverages Seeks Social Media Employees to Manage Facebook, X, Instagram, TikTok, LinkedIn and Global Digital Engagement 6/2 - FINANCIALPOST Microsoft logo Microsoft Corporation (MSFT) $448.73 -1.52 (-0.34%) As of 6/2/2026 9:35 AM ET Does Microsoft’s Cloud Dominance Justify a Historic Valuation Premium? Buy, Sell or Hold 6/2 - 247WALLST Does Microsoft's Cloud Dominance Justify a Historic Valuation Premium? Buy, Sell or Hold 6/2 - 247WALLST Microsoft Stock Still Looks Cheap - Shorting One-Month Puts Has a 2.0% Yield 6/2 - BARCHART Will Iran Peace Talks Hit a Roadblock? ETFs to Play 6/2 - ZACKS Nvidia chases $200B CPU market with AI agent PCs from Microsoft, Dell, and HP - TechCrunch 6/2 - GOOGLE MANAGE YOUR WATCHLIST Analysts' Upgrades Abivax (NASDAQ:ABVX) was upgraded by Wedbush from "underperform" to "neutral". They now have a $90.00 price target on the stock, down from $110.00. This represents a 13.8% upside from the current price of $79.07. Eagle Materials (NYSE:EXP) was upgraded by JPMorgan Chase & Co. from "underweight" to "neutral". They now have a $225.00 price target on the stock. This represents a 0.9% upside from the current price of $222.91. Hewlett Packard Enterprise (NYSE:HPE) was upgraded by Loop Capital from "hold" to "buy". They now have a $75.00 price target on the stock. This represents a 20.2% upside from the current price of $62.39. Knight-Swift Transportation (NYSE:KNX) was upgraded by Susquehanna from "neutral" to "positive". They now have a $90.00 price target on the stock. This represents a 14.8% upside from the current price of $78.41. VIEW MORE UPGRADES Goldman Sachs just told you what to buy (most people missed it) Goldman Sachs just told you what to buy (most people missed it) (Ad) Goldman Sachs just revealed that 40% of AI data centers will be crippled by electricity shortages by 2027 - not chips, not funding, but power. Demand is growing 15% per year and the grid can't keep up. One small company makes the exact equipment these data centers need. They're sitting on $1.5 billion in orders, their hardware is already inside Musk's Colossus, and the stock still trades like a name nobody's heard of. Analyst Dylan Jovine is releasing the ticker for free. SEE THE STOCK POSITIONED TO SOLVE AI'S BIGGEST POWER CRISIStc pixel Analysts' Downgrades Fulcrum Therapeutics (NASDAQ:FULC) was downgraded by HC Wainwright from "buy" to "neutral". They now have a $3.00 price target on the stock. This represents a 3.4% downside from the current price of $3.11. Fulcrum Therapeutics (NASDAQ:FULC) was downgraded by Stifel Nicolaus from "buy" to "hold". They now have a $3.00 price target on the stock. This represents a 3.4% downside from the current price of $3.11. Fulcrum Therapeutics (NASDAQ:FULC) was downgraded by Leerink Partners from "outperform" to "market perform". They now have a $4.00 price target on the stock. This represents a 28.8% upside from the current price of $3.11. Okta (NASDAQ:OKTA) was downgraded by Mizuho from "outperform" to "neutral". They now have a $125.00 price target on the stock. This represents a 4.9% downside from the current price of $131.45. Sociedad Quimica y Minera (NYSE:SQM) was downgraded by JPMorgan Chase & Co. from "overweight" to "neutral". They now have a $100.00 price target on the stock. This represents a 22.5% upside from the current price of $81.62. VIEW MORE DOWNGRADES Musk about to Musk's next industry play - and a tiny chip stock behind it (Ad) According to Yahoo Finance, Elon Musk's latest project could 'upend another industry just as he did with cars and rockets.' Tech investor Jeff Brown - a former senior executive at Qualcomm, Juniper Networks, and NXP Semiconductors - says one tiny chipmaker, 148 times smaller than NVIDIA, is set to supply Musk with 5 billion chips over the next two years. Early investors in Tesla and SpaceX saw life-changing returns. Brown believes this overlooked chipmaker could offer a similar opportunity, with entry points currently around $50. CLICK HERE TO SEE JEFF BROWN'S FULL BREAKDOWN OF THIS CHIPMAKERtc pixel Analysts' New Coverage Mirum Pharmaceuticals (NASDAQ:MIRM) is now covered by Citigroup Inc.. They set a "buy" rating and a $145.00 price target on the stock. This represents a 51.3% upside from the current price of $95.83. Mobia Medical (NASDAQ:MOBI) is now covered by JPMorgan Chase & Co.. They set an "overweight" rating and a $15.00 price target on the stock. This represents a 11.1% upside from the current price of $13.50. Mobia Medical (NASDAQ:MOBI) is now covered by Bank of America Corporation. They set a "buy" rating and a $16.00 price target on the stock. This represents a 18.5% upside from the current price of $13.50. Mobia Medical (NASDAQ:MOBI) is now covered by BTIG Research. They set a "buy" rating and a $19.00 price target on the stock. This represents a 40.7% upside from the current price of $13.50. Nebius Group (NASDAQ:NBIS) is now covered by BNP Paribas Exane. They set a "neutral" rating and a $255.00 price target on the stock. This represents a 6.7% downside from the current price of $273.17. Nutex Health (NASDAQ:NUTX) is now covered by Lake Street Capital. They set a "buy" rating and a $235.00 price target on the stock. This represents a 74.5% upside from the current price of $134.67. Odyssey Therapeutics (NASDAQ:ODTX) is now covered by Wedbush. They set an "outperform" rating and a $30.00 price target on the stock. This represents a 76.9% upside from the current price of $16.96. Odyssey Therapeutics (NASDAQ:ODTX) is now covered by JPMorgan Chase & Co.. They set an "overweight" rating and a $26.00 price target on the stock. This represents a 53.3% upside from the current price of $16.96. Odyssey Therapeutics (NASDAQ:ODTX) is now covered by Oppenheimer Holdings, Inc.. They set an "outperform" rating and a $40.00 price target on the stock. This represents a 135.8% upside from the current price of $16.96. Take-Two Interactive Software (NASDAQ:TTWO) is now covered by Piper Sandler. They set an "overweight" rating and a $280.00 price target on the stock. This represents a 26.7% upside from the current price of $221.03. Veradermics (NYSE:MANE) is now covered by Needham & Company LLC. They set a "buy" rating and a $136.00 price target on the stock. This represents a 33.1% upside from the current price of $102.15. X4 Pharmaceuticals (NASDAQ:XFOR) is now covered by Leerink Partners. They set an "outperform" rating and a $12.00 price target on the stock. This represents a 184.1% upside from the current price of $4.22. VIEW MORE NEW COVERAGE GET 30 DAYS OF MARKETBEAT ALL ACCESS FREE Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools: Best-in-Class Portfolio Monitoring View the latest news, buy/sell ratings, SEC filings and insider transactions for your stocks. Compare your portfolio performance to leading indices and get personalized stock ideas based on your portfolio. Stock Ideas and Recommendations Get daily stock ideas from top-performing Wall Street analysts. Get short term trading ideas from the MarketBeat Idea Engine. View which stocks are hot on social media with MarketBeat's trending stocks report. Advanced Stock Screeners and Research Tools Identify stocks that meet your criteria using seven unique stock screeners. 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