>>> US Research Calls

Research Calls I
  • Upgrades:
    • International Paper (IP) upgraded to Buy from Neutral at BofA, tgt $46
  • Downgrades:
    • Check Point (CHKP) downgraded to Neutral from Outperform at Wedbush, tgt $135
    • Chewy (CHWY) downgraded to Neutral from Overweight at JPMorgan, tgt $24
    • Dynatrace (DT) downgraded to Neutral from Outperform at Wedbush, tgt $54
    • Fortinet (FTNT) downgraded to Neutral from Outperform at Wedbush, tgt $155
    • Novo Nordisk (NVO) downgraded to Underweight from Equal Weight at Morgan Stanley, tgt $40
    • NuScale Power (SMR) downgraded to Sell from Neutral at UBS, tgt $6
    • Qualys (QLYS) downgraded to Neutral from Outperform at Wedbush, tgt $175
    • Tenable (TENB) downgraded to Underperform from Outperform at Wedbush, tgt $29
    • Telos (TLS) downgraded to Neutral from Outperform at Wedbush, tgt $5
    • Varonis Systems (VRNS) downgraded to Neutral from Outperform at Wedbush, tgt $46
  • Others:
    • Angi (ANGI) assumed with an Underweight at JPMorgan
    • Air Products (APD) initiated with a Sector Weight at KeyBanc
    • Axalta Coating Systems (AXTA) initiated with an Overweight at KeyBanc, tgt $47
    • Bread Financial (BFH) initiated with an Equal Weight at Wells Fargo, tgt $115
    • BOK Financial (BOKF) initiated with a Market Perform at Hovde Group, tgt $143
    • Celanese (CE) initiated with an Overweight at KeyBanc, tgt $57
    • Chesapeake Utilities (CPK) initiated with an Outperform at Mizuho, tgt $150
    • CRH (CRH) resumed with an Overweight at Morgan Stanley, tgt $139
    • Corteva (CTVA) initiated with a Sector Weight at KeyBanc
    • Datadog (DDOG) assumed with an Outperform at Wedbush, tgt $275
    • Dell Technologies (DELL) initiated with an Outperform at RBC Capital, tgt $640
    • Dianthus Therapeutics (DNTH) initiated with an Overweight at JPMorgan, tgt $135
    • Dow (DOW) initiated with a Sector Weight at KeyBanc
    • Eastman Chemical (EMN) initiated with a Sector Weight at KeyBanc
    • Element Solutions (ESI) reinstated with a Buy at Goldman, tgt $44
    • First Financial Bankshares (FFIN) initiated with a Market Perform at Hovde Group, tgt $36
    • Fidelity Nat'l Info (FIS) initiated with a Neutral at Piper Sandler, tgt $42
    • FMC (FMC) initiated with an Overweight at KeyBanc, tgt $16
    • Getty Images (GETY) assumed with an Underweight at JPMorgan
    • Global Payments (GPN) initiated with a Neutral at Piper Sandler, tgt $101
    • Hims & Hers Health (HIMS) assumed with a Neutral at JPMorgan, tgt $32
    • HP (HPQ) initiated with a Sector Perform at RBC Capital, tgt $33
    • Huntsman (HUN) initiated with an Overweight at KeyBanc, tgt $14
    • International Flavors & Fragrances (IFF) initiated with a Sector Weight at KeyBanc
    • Jack Henry (JKHY) initiated with a Neutral at Piper Sandler, tgt $171
    • Kodiak AI (KDK) initiated with an Equal Weight at Morgan Stanley, tgt $9
    • Korsana Biosciences (KRSA) initiated with a Buy at UBS, tgt $55
    • Linde (LIN) initiated with an Overweight at KeyBanc, tgt $542
    • LyondellBasell Industries (LYB) initiated with a Sector Weight at KeyBanc
    • MARA Holdings (MARA) assumed with a Buy at H.C. Wainwright, tgt $20
    • Mosaic (MOS) initiated with a Sector Weight at KeyBanc
    • Nutrien (NTR) initiated with a Sector Weight at KeyBanc
    • Olin (OLN) initiated with an Overweight at KeyBanc
    • Old National Bancorp (ONB) initiated with an Overweight at JPMorgan, tgt $32
    • Palo Alto Networks (PANW) assumed with an Outperform at Wedbush, tgt $400
    • People Incorporated (PPLI) assumed with an Overweight at JPMorgan, tgt $54
    • PPG Industries (PPG) initiated with an Overweight at KeyBanc, tgt $133
    • Q2 Holdings (QTWO) initiated with an Overweight at Piper Sandler, tgt $82
    • Rubrik (RBRK) assumed with an Outperform at Wedbush, tgt $120
    • Rocket Lab USA (RKLB) initiated with an Outperform at Raymond James, tgt $80
    • RPM International (RPM) initiated with an Overweight at KeyBanc, tgt $123
    • Shopify (SHOP) initiated with an Outperform at Bernstein, tgt $160
    • Sherwin-Williams (SHW) initiated with a Sector Weight at KeyBanc
    • Neuronetics (STIM) initiated with a Buy at B. Riley, tgt $5
    • Teamshares (TMS) initiated with an Outperform at Grupo Santander, tgt $10.90
    • WEX (WEX) initiated with a Neutral at Piper Sandler, tgt $209
    • Westlake (WLK) initiated with an Overweight at KeyBanc, tgt $92
    • Yelp (YELP) assumed with an Underweight at JPMorgan, tgt $19
    • Ziff Davis (ZD) assumed with a Neutral at JPMorgan, tgt $60