Analyst recommendations: Nvidia, Oracle, Thermo Fisher Scientific, Lululemon, FedEx...

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.

• Affirm Holdings: Truist Securities maintains its buy rating and raises the price target from $72 to $95.
  
• Atlassian: Guggenheim initiates coverage with a buy rating and a price target of $225.
  
• AutoZone: Barclays maintains its overweight rating and raises the price target from $3,916 to $4,510.
  
• AvalonBay Communities: Truist Securities upgrades from hold to buy but lowers the price target from $224 to $218.
  
• Carnival: Argus Research Company maintains its buy rating and raises the price target from $30 to $40.
  
• Cencora: Argus Research Company maintains its buy rating and raises the price target from $330 to $340.
  
• Chewy: Deutsche Bank upgrades from hold to buy with a price target raised from $38 to $45.
  
• Comfort Systems USA: William Blair maintains its outperform rating.
  
• Core & Main: Goldman Sachs maintains its neutral rating and lowers the price target from $68 to $60.
  
• Coterra Energy: Raymond James maintains its outperform rating and lowers the price target from $38 to $34.
  
• DraftKings: MoffettNathanson LLC maintains its buy rating and raises the price target from $58 to $60.
  
• Eaton: Argus Research Company maintains its buy rating and raises the price target from $385 to $400.
  
• EMCOR Group: William Blair maintains its outperform rating.
  
• Exact Sciences: Craig-Hallum maintains its buy rating and raises the price target from $65 to $85.
  
• FedEx: Melius Research LLC maintains its buy rating and lowers the price target from $275 to $270.
  
• GitLab: Guggenheim initiates coverage with a buy rating and a price target of $70.
  
• Lululemon Athletica: HSBC downgrades from buy to hold and lowers the price target from $275 to $175.
  
• Nvidia: D.A. Davidson upgrades from neutral to buy with a raised price target from $195 to $210.
  
• Oracle: CITIC Securities Co. Ltd maintains its hold rating and raises the price target from $200 to $298.
  
• Reddit: William O’Neil & Co. Incorporated maintains its buy rating.
  
• Thermo Fisher Scientific: Barclays upgrades from equal weight to overweight and raises the price target from $490 to $550.