Here are some of the tickers on my radar for Tuesday, Sept. 5, taken directly from my reporter’s notebook:
- Airbnb (ABNB) and Boston Properties (BXP) both added to the S&P 500. Replaced Lincoln National (LNC) and Newell Brands (NWL). ABNB jumps 5.5%. JPMorgan raises price target on BXP to $66 per share from $62 but keeps underweight (sell) rating. The revisions will keep going higher here.
 - Keefe Bruyette raises price target on Toll Brothers (TOL) to $101 per share from $94. Keeps outperform (buy) rating. The analysts cite higher deliveries and gross margins.
 - Classic Bernstein. Growth is slowing but the analysts take Lululemon (LULU) to market perform from underperform (hold from sell). Sees flat to steady numbers. Worthless note with a worthless price target bump to $366 per share from $328.
 - Chipotle Mexican Grill (CMG): Baird sees pricing actions likely to support 2024 outlook. Favorable risk/reward, according to the analysts. Gets Baird’s “Bullish Fresh Pick” designation.
 - Scotts Miracle-Gro (SMG) lowered to $60 from $70 at Barclays after the company cut guidance.
 
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- Cameco (CCJ) catches two downgrades, one upgrade.
 - Paychex (PAYX) initiated at RBC Capital with a sector perform.
 - Mizuho takes Consolidated Edison (ED) price target down to $88 from $95.
 - Domino’s Pizza (DPZ) upgrade to buy from hold at Cowen.
 - Centene (CNC) upgraded to hold from sell at BofA.
 - Lamb Weston (LW) upgraded to buy from hold at Goldman Sachs, sees attractive entry point.
 - Stryker (SYK) buy to hold at BofA, top stock for 2024. New product launches coming.
 - RBC Capital upgrades American Express (AXP) to buy … balanced longer term …
 - Lowe’s (LOW) upgraded to buy at Bernstein, margin expansion and pro momentum will exceed consensus.
 - AllianceBernstein (AB) upgraded to buy at BofA, raising EPS forecast 60%
 - Warner Bros Discovery (WBD) expects earnings hit of up to $500 million as strikes continue.
 - SoFi (SOFI) to underwrite IPO for Instacart.
 - MongoDB (MDB) price target raised to $450 from $410 … one of few elite companies in next compute cycle.
 
Here’s a full list of the stocks in Jim’s Charitable Trust, the portfolio used by the CNBC Investing Club.
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