Research Calls I
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Upgrades:
- Arvinas (ARVN) upgraded to Buy from Neutral at Guggenheim
- Boeing (BA) upgraded to Buy from Hold at Deutsche Bank; tgt raised to $270
- Comp Siderurgica (SID) upgraded to Buy from Underperform at BofA Securities
- Dorian LPG (LPG) upgraded to Buy from Hold at Jefferies; tgt raised to $50
- Dutch Bros (BROS) upgraded to Overweight from Neutral at JP Morgan; tgt raised to $35
- Compass Minerals (CMP) upgraded to Neutral from Underweight at JP Morgan; tgt lowered to $24
- Panasonic (PCRFY) upgraded to Buy from Hold at Jefferies
- PENN Entertainment (PENN) upgraded to Buy from Neutral at BofA Securities; tgt raised to $30
- Six Flags (SIX) upgraded to Buy from Hold at Jefferies; tgt raised to $32
- Ternium S.A. (TX) upgraded to Buy from Neutral at BofA Securities
- Vale S.A. (VALE) upgraded to Buy from Neutral at BofA Securities
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Downgrades:
- ADTRAN (ADTN) downgraded to Hold from Buy at Argus
- Biotricity (BTCY) downgraded to Neutral from Buy at H.C. Wainwright
- Chegg (CHGG) downgraded to Underweight from Equal-Weight at Morgan Stanley; tgt lowered to $9
- ChargePoint (CHPT) downgraded to Neutral from Buy at BofA Securities
- ChargePoint (CHPT) downgraded to Hold from Buy at Stifel
- The Children's Place (PLCE) downgraded to Neutral from Buy at B. Riley Securities; tgt lowered to $19
- Destination XL Group (DXLG) downgraded to Hold from Buy at Craig Hallum; tgt $4.50
- Energizer (ENR) downgraded to Neutral from Buy at UBS; tgt lowered to $34
- Gerdau S.A. (GGB) downgraded to Neutral from Buy at BofA Securities
- HIVE Digital Technologies (HIVE) downgraded to Neutral from Buy at H.C. Wainwright
- Krispy Kreme, Inc. (DNUT) downgraded to Neutral from Overweight at JP Morgan; tgt $13
- KB Home (KBH) downgraded to Neutral from Outperform at Wedbush
- Morgan Stanley (MS) downgraded to Neutral from Outperform at Exane BNP Paribas; tgt $85
- Ryan Specialty Group (RYAN) downgraded to Neutral from Buy at Goldman; tgt lowered to $53
- Spectrum Brands (SPB) downgraded to Equal Weight from Overweight at Wells Fargo; tgt lowered to $73
- SSR Mining (SSRM) downgraded to Underperform from Buy at BofA Securities; tgt lowered to $12.50
- Wingstop (WING) downgraded to Neutral from Buy at Northcoast
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Others:
- Alkermes Plc (ALKS) resumed with a Neutral at JP Morgan; tgt $33
- Amarin (AMRN) resumed with an Underweight at JP Morgan
- Arm Holdings plc (ARM) initiated with an Overweight at Wells Fargo; tgt $70
- BioCryst Pharma (BCRX) resumed with an Overweight at JP Morgan; tgt $10
- Caterpillar (CAT) initiated with a Hold at HSBC Securities; tgt $250
- Cerevel Therapeutics (CERE) resumed with a Neutral at JP Morgan; tgt $25
- Crane (CR) initiated with a Hold at Vertical Research; tgt $110
- Crinetics Pharmaceuticals (CRNX) resumed with an Overweight at JP Morgan; tgt $35
- Deciphera Pharmaceuticals (DCPH) resumed with a Neutral at JP Morgan; tgt $14
- Dell (DELL) initiated with a Buy at Melius Research
- Denali Therapeutics (DNLI) resumed with an Overweight at JP Morgan; tgt $28
- Emergent BioSolutions (EBS) resumed with an Underweight at JP Morgan
- Equifax (EFX) initiated with a Buy at Citigroup; tgt $243
- Esperion Therapeutics (ESPR) resumed with a Neutral at JP Morgan
- Global Payments (GPN) initiated with a Buy at BTIG Research; tgt $135
- Harpoon Therapeutics (HARP) initiated with an Outperform at TD Cowen
- Insmed (INSM) resumed with an Overweight at JP Morgan; tgt $36
- Iovance Biotherapeutics (IOVA) initiated with a Buy at Goldman; tgt $12
- Immunocore (IMCR) resumed with an Overweight at JP Morgan; tgt $60
- ImmunoGen (IMGN) initiated with a Neutral at Goldman; tgt $17
- Kosmos Energy (KOS) initiated with a Buy at Stifel; tgt $10
- Krystal Biotech (KRYS) initiated with a Buy at Goldman; tgt $160
- Mach Natural Resources (MNR) initiated with a Strong Buy at Raymond James; tgt $23
- Mach Natural Resources (MNR) initiated with a Buy at Stifel; tgt $31
- Mach Natural Resources (MNR) initiated with an Overweight at Stephens; tgt $24
- Mirum Pharmaceuticals (MIRM) resumed with an Overweight at JP Morgan; tgt $37
- Nektar Therapeutics (NKTR) resumed with an Underweight at JP Morgan
- NovoCure (NVCR) resumed with a Neutral at JP Morgan; tgt $15
- Stoke Therapeutics (STOK) resumed with a Neutral at JP Morgan
- Tarsus Pharmaceuticals (TARS) initiated with a Neutral at Goldman; tgt $19
- Travere Therapeutics (TVTX) initiated with a Neutral at Citigroup; tgt $7
- Vital Energy (VTLE) initiated with a Buy at Citigroup; tgt $60
- ZipRecruiter (ZIP) initiated with an Overweight at Wells Fargo; tgt $15