DLocal (DLO) shares surged over 23% to $14.41 following HSBC's upgrade from Hold to Buy and a price target increase to $15 from $11.50. The upgrade was driven by DLocal's strong Q2 2025 results, including a 53% year-over-year increase in total payment volume to $9.2 billion, a 50% rise in revenue to $256.5 million, and a 64% increase in adjusted EBITDA to $70.1 million. HSBC cited improved disclosures, consistent performance, product innovation, and capital optimization as key factors. Oracle (ORCL) also received a price target boost from Mizuho to $300 from $245, maintaining an Outperform rating. Mizuho highlighted Oracle's leadership in AI and cloud infrastructure, with expectations of significant revenue growth and potential re-rating catalysts in upcoming events. Dell Technologies (DELL) saw price target increases to $160 from $150 by Evercore ISI and Mizuho, supported by strong AI server demand, Tier-2 cloud growth, and improved supply of GB200 racks. Dell's stock has risen 22% year-to-date. Jefferies maintained a Buy rating on Block Inc. (XYZ) but lowered the price target to $90 from $95, citing concerns about Cash App lending reliance and gross profit growth. HSBC downgraded Cisco Systems (CSCO) to Hold from Buy, lowering its price target to $69 from $73. Other analyst moves include Telsey raising Dillard's (DDS) target to $550 from $450, Truist lowering Deere's (DE) target to $602 from $619, and Bank of America downgrading Consolidated Edison (ED) to Underperform with a target cut to $101 from $112.