Research Calls I
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Upgrades:
- Adidas AG (ADDYY) upgraded to Overweight from Underweight at Morgan Stanley
- BRF SA (BRFS) upgraded to Overweight from Neutral at JP Morgan
- Churchill Downs (CHDN) upgraded to Overweight from Equal Weight at Wells Fargo; tgt raised to $141
- Cisco (CSCO) upgraded to Buy from Neutral at BofA Securities; tgt raised to $60
- Coupang (CPNG) upgraded to Buy from Neutral at Citigroup; tgt raised to $26
- Extreme Networks (EXTR) upgraded to Buy from Neutral at B. Riley Securities; tgt $14
- Frontier Communications Parent (FYBR) upgraded to Buy from Neutral at Citigroup; tgt raised to $30
- Gerdau S.A. (GGB) upgraded to Overweight from Neutral at JP Morgan
- Integer Holdings (ITGR) upgraded to Buy from Neutral at BofA Securities; tgt raised to $135
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Downgrades:
- AvidXchange (AVDX) downgraded to Sell from Neutral at Goldman; tgt lowered to $11.50
- BASF AG (BASFY) downgraded to Underperform from Neutral at Exane BNP Paribas
- Brunswick (BC) downgraded to Neutral from Outperform at Exane BNP Paribas; tgt lowered to $82
- CRH Plc. (CRH) downgraded to Hold from Buy at Stifel; tgt raised to $82
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Others:
- 4D Molecular Therapeutics (FDMT) initiated with an Overweight at Barclays; tgt $459
- AppLovin (APP) initiated with a Neutral at Daiwa Securities; tgt $80
- Astera Labs (ALAB) initiated with a Buy at Needham; tgt $85
- Astera Labs (ALAB) initiated with a Buy at Stifel; tgt $81
- Astera Labs (ALAB) initiated with a Buy at ROTH MKM; tgt $85
- Astera Labs (ALAB) initiated with an Overweight at JP Morgan; tgt $85
- Astera Labs (ALAB) initiated with an Overweight at Morgan Stanley; tgt $81
- Astera Labs (ALAB) initiated with an Overweight at Barclays; tgt $85
- Astera Labs (ALAB) initiated with a Buy at Deutsche Bank; tgt $85
- BYD Company (BYDDY) resumed with an Outperform at Macquarie
- CAVA Group (CAVA) initiated with an Equal Weight at Barclays; tgt $58
- Coty (COTY) initiated with a Buy at Canaccord Genuity; tgt $14
- Cullinan Management (CGEM) initiated with an Outperform at William Blair
- enGene Holdings (ENGN) initiated with a Buy at Guggenheim; tgt $34
- Citigroup opened 30-day Positive Catalyst Watch on Equifax (EFX)
- GE Vernova (GEV) initiated with a Buy at Mizuho; tgt $154
- Hilton Grand Vacations (HGV) initiated with an Overweight at JP Morgan; tgt $59
- Immunome (IMNM) initiated with a Buy at Guggenheim; tgt $35
- Janus International Group (JBI) initiated with a Buy at Jefferies; tgt $20