Research Calls I
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Upgrades:
- ADP (ADP) upgraded to Equal Weight from Underweight at Wells Fargo, tgt $214
- American Homes 4 Rent (AMH) upgraded to Outperform from Market Perform at Raymond James, tgt $35
- Ball Corp. (BALL) upgraded to Overweight from Neutral at JPMorgan, tgt $60
- Canada Goose (GOOS) upgraded to Hold from Sell at Williams Trading
- Circle Internet (CRCL) upgraded to Buy from Neutral at H.C. Wainwright, tgt $150
- Crown Holdings (CCK) upgraded to Overweight from Neutral at JPMorgan, tgt $107
- F5 (FFIV) upgraded to Outperform from In Line at Evercore ISI, tgt $475
- Invitation Homes (INVH) upgraded to Outperform from Market Perform at Raymond James, tgt $32
- Lam Research (LRCX) upgraded to Overweight from Equal Weight at Morgan Stanley, tgt $331
- Repsol (REPYY) upgraded to Buy from Hold at HSBC
- Shell (SHEL) upgraded to Buy from Hold at HSBC
- VF Corp. (VFC) upgraded to Buy from Sell at Williams Trading, tgt $19
- Viking Holdings (VIK) upgraded to Overweight from Equal Weight at Wells Fargo, tgt $109
- Westlake (WLK) upgraded to Neutral from Underweight at JPMorgan, tgt $90
- Zscaler (ZS) upgraded to Buy from Neutral at B. Riley, tgt $225
- ADP (ADP) upgraded to Equal Weight from Underweight at Wells Fargo, tgt $214
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Downgrades:
- Applied Materials (AMAT) downgraded to Equal Weight from Overweight at Morgan Stanley, tgt $502
- CoreWeave (CRWV) downgraded to Neutral from Buy at DA Davidson
- Inter&Co (INTR) downgraded to Neutral from Buy at Citigroup, tgt $6.50
- Nebius (NBIS) downgraded to Neutral from Buy at DA Davidson
- Outlook Therapeutics (OTLK) downgraded to Neutral from Buy at BTIG Research
- Pembina Pipeline (PBA) downgraded to Neutral from Buy at Citigroup
- Regeneron (REGN) downgraded to Market Perform from Outperform at Leerink, tgt $641
- Regeneron (REGN) downgraded to Neutral from Buy at Citigroup, tgt $700
- Applied Materials (AMAT) downgraded to Equal Weight from Overweight at Morgan Stanley, tgt $502
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Others:
- America Movil (AMX) initiated with a Buy at Goldman, tgt $31.80
- Arcus Biosciences (RCUS) assumed with a Buy at Truist, tgt $35
- Arm (ARM) initiated with an Outperform at Bernstein, tgt $300
- Burlington Stores (BURL) initiated with a Hold at Truist, tgt $305
- Elmet (ELMT) initiated with a Buy at Canaccord, tgt $20
- Elmet (ELMT) initiated with a Buy at Needham, tgt $21
- Elmet (ELMT) initiated with a Buy at Roth Capital, tgt $21
- Elmet (ELMT) initiated with an Overweight at Cantor Fitzgerald, tgt $20
- Icon (ICLR) resumed with a Sector Perform at RBC Capital, tgt $123
- Korro Bio (KRRO) initiated with a Buy at Citigroup, tgt $21
- Marks & Spencer (MAKSY) initiated with an Overweight at Morgan Stanley
- Mobileye (MBLY) initiated with an Underperform at Jefferies, tgt $8
- National Healthcare Properties (NHP) initiated with a Buy at Goldman, tgt $20
- National Healthcare Properties (NHP) initiated with an Equal Weight at Morgan Stanley, tgt $16
- National Healthcare Properties (NHP) initiated with a Market Perform at BMO Capital, tgt $17
- National Healthcare Properties (NHP) initiated with an Outperform at Robert W. Baird, tgt $17
- National Healthcare Properties (NHP) initiated with a Sector Perform at RBC Capital, tgt $15
- National Healthcare Properties (NHP) initiated with a Sector Weight at KeyBanc
- Picard Medical (PMI) initiated with a Neutral at H.C. Wainwright
- Presidio (FTW) initiated with an Outperform at William Blair
- Q32 Bio (QTTB) initiated with an Overweight at Cantor Fitzgerald
- Revolution Medicines (RVMD) assumed with a Buy at Truist, tgt $179
- Ross Stores (ROST) initiated with a Buy at Truist, tgt $270
- Salesforce (CRM) reinstated with an Underperform at BofA Securities, tgt $160
- ServiceNow (NOW) reinstated with a Buy at BofA Securities, tgt $130
- SoftBank Group (SFTBY) initiated with an Outperform at Bernstein
- Telefonica Brasil (VIV) initiated with a Sell at Goldman, tgt $13.90
- Tesco (TSCDY) initiated with an Overweight at Morgan Stanley
- Tim SA (TIMB) initiated with a Neutral at Goldman, tgt $23.40
- TJX (TJX) initiated with a Buy at Truist, tgt $175
- Yesway (YSWY) initiated with a Buy at Guggenheim, tgt $30
- Yesway (YSWY) initiated with an Equal Weight at Morgan Stanley, tgt $28
- Yesway (YSWY) initiated with a Neutral at Goldman, tgt $28
- Yesway (YSWY) initiated with a Neutral at JPMorgan, tgt $29
- Yesway (YSWY) initiated with an Outperform at BMO Capital, tgt $30
- Yesway (YSWY) initiated with an Overweight at Barclays, tgt $31
- Yesway (YSWY) initiated with an Overweight at KeyBanc, tgt $31
- America Movil (AMX) initiated with a Buy at Goldman, tgt $31.80