As noted earlier, RBC Capital analyst Matthew Hedberg downgraded Secureworks (SCWX) to Sector Perform from Outperform but raised his price target to $18 from $14. The analyst states that after a 93% year-to-date run in the stock price, the risk-reward on the shares is now balanced. Hedberg also cites the company's weaker monthly recurring revenue results and guidance, a "lumpy" North America enterprise business, and the possibility of uncertainty related to the data breach at Marriott (MAR) from a Secureworks mistake as reported earlier this week.

Mizuho lowered the firm's price target on Marriott to $260 from $263 and keeps a Neutral rating on the shares. The analyst cites a more conservative view on RevPAR ahead of the Q1 report for the target drop. RevPAR trends have been slightly weaker than previously modeled, primarily in the United States, the analyst tells investors in a research note.