Analyst recommendations: AMD, KKR, PayPal Holdings, Arista Networks, and TransDigm Group.

Every morning, find a selection of analysts' recommendations covering North America. The list only includes companies that have been the subject of a change of opinion or price target, or of a new coverage. It may be updated during the session. This information can be used to shed light on movements in certain stocks or on market sentiment towards a company.

• AMD: Mizuho Securities maintains its Outperform rating and raises the price target from $280 to $415.
• Arista Networks: UBS maintains its Buy rating and raises the price target from $177 to $187.
• Credit Acceptance Corporation: TD Cowen maintains its Hold rating and raises the price target from $450 to $500.
• GlobalFoundries: Baird maintains its Outperform rating and raises the price target from $60 to $100.
• Healthpeak Properties: Evercore ISI maintains its Outperform rating and raises the price target from $20 to $22.
• Henry Schein: UBS maintains its Neutral rating and lowers the price target from $87 to $85.
• KKR: RBC Capital maintains its Outperform rating and lowers the price target from $132 to $128.
• Match Group: RBC Capital maintains its Outperform rating and raises the price target from $37 to $42.
• Onto Innovation: Jefferies maintains its Buy rating and raises the price target from $325 to $350.
• PayPal Holdings: UBS maintains its Neutral rating and raises the price target from $44 to $48.
• Skyworks Solutions: Stifel maintains its Hold rating and raises the price target from $65 to $75.
• Solventum Corporation: Jefferies maintains its Hold rating and lowers the price target from $84 to $79.
• Talen Energy Corporation: Wells Fargo maintains its Overweight rating and raises the price target from $465 to $477.
• TransDigm Group: RBC Capital maintains its Sector Perform rating and lowers the price target from $1,400 to $1,350.
• Waters Corporation: UBS maintains its Neutral rating and raises the price target from $330 to $375.