>>> US Research Calls

Research Calls I
  • Upgrades:
    • Apple (AAPL) upgraded to Buy from Neutral at Rothschild & Co Redburn, tgt $400
    • Astera Labs (ALAB) upgraded to Outperform from Market Perform at Northland, tgt $350
    • CAE (CAE) upgraded to Outperform from Sector Perform at RBC Capital
    • Global Net Lease (GNL) upgraded to Outperform from Market Perform at BMO Capital, tgt $10
    • Mobileye (MBLY) upgraded to Buy from Hold at Berenberg, tgt $11
    • Okta (OKTA) upgraded to Overweight from Equal Weight at Wells Fargo, tgt $180
    • PennyMac Mortgage Investment Trust (PMT) upgraded to Buy from Hold at Deutsche Bank, tgt $12
    • YPF (YPF) upgraded to Buy from Hold at HSBC, tgt $60
  • Downgrades:
    • Amcor (AMCR) downgraded to Neutral from Overweight at JPMorgan, tgt $47
    • Bain Capital Specialty Finance (BCSF) downgraded to Market Perform at Keefe, Bruyette & Woods, tgt $13
    • Crescent BDC (CCAP) downgraded to Market Perform at Keefe, Bruyette & Woods, tgt $12
    • Kinetik Holdings (KNTK) downgraded to Hold from Buy at Clear Street, tgt $57
    • Netskope (NTSK) downgraded to Hold from Buy at Deutsche Bank
    • PLDT (PHI) downgraded to Neutral from Overweight at JPMorgan
    • SentinelOne (S) downgraded to Hold from Buy at Deutsche Bank
    • Shopify (SHOP) downgraded to Accumulate from Buy at Phillip Securities, tgt $170
    • Workday (WDAY) downgraded to Neutral from Buy at BTIG
    • Workday (WDAY) downgraded to Hold from Buy at Deutsche Bank, tgt $220
    • York Space Systems (YSS) downgraded to Neutral from Overweight at JPMorgan, tgt $17
  • Others:
    • ADT Inc. (ADT) initiated with a Neutral at BTIG
    • Alpha Compute (ALP) assumed with a Neutral at H.C. Wainwright
    • Columbia Financial (CLBK) initiated with an Outperform at Keefe, Bruyette & Woods, tgt $14.50
    • Dave (DAVE) initiated with an Overweight at Piper Sandler, tgt $390
    • Deep Isolation Nuclear (DBHL) initiated with a Buy at ThinkEquity, tgt $8
    • Etsy (ETSY) reinstated with a Neutral at Goldman Sachs, tgt $89
    • Federal Signal (FSS) initiated with a Buy at Citi, tgt $150
    • Freenome (FRNM) initiated with a Buy at BTIG, tgt $17
    • Freenome (FRNM) initiated with a Buy at Jefferies, tgt $17
    • Huntington Bancshares (HBAN) initiated with an Overweight at Wells Fargo, tgt $23
    • Immunic (IMUX) initiated with an Outperform at Wedbush, tgt $45
    • Odysight.ai (ODYS) initiated with a Buy at Chardan, tgt $7.15
    • Onto Innovation (ONTO) initiated with a Buy at Goldman Sachs, tgt $400
    • Pacira Pharmaceuticals (PCRX) reinstated with a Buy at Truist, tgt $30
    • Pulse Biosciences (PLSE) initiated with a Buy at Needham, tgt $58
    • SoFi Technologies (SOFI) initiated with an Overweight at Piper Sandler, tgt $22
    • Sunbelt Rentals (SUNB) initiated with an Overweight at Wells Fargo, tgt $96
    • Target Hospitality (TH) initiated with an Overweight at Morgan Stanley, tgt $22
    • Universal Music Group (UMGNF) reinstated with a Buy at Citi