>>> US Research Calls

Research Calls II
  • Upgrades:
    • Clorox (CLX) upgraded to Mkt Perform from Underperform at Bernstein; tgt $120
    • Core & Main (CNM) upgraded to Outperform from Peer Perform at Wolfe Research; tgt $40
    • Dynatrace (DT) upgraded to Buy from Neutral at DA Davidson; tgt raised to $65
    • Exxon Mobil (XOM) upgraded to Buy from Hold at Truist; tgt raised to $131
    • First Solar (FSLR) upgraded to Overweight from Equal Weight at Barclays; tgt lowered to $224
    • Gold Fields (GFI) upgraded to Neutral from Underweight at JP Morgan; tgt $14
    • Healthcare Realty (HR) upgraded to Overweight from Neutral at JP Morgan; tgt $19
    • Kimberly-Clark (KMB) upgraded to Mkt Perform from Underperform at Bernstein; tgt lowered to $118
    • Tanger Factory (SKT) upgraded to Neutral from Underweight at JP Morgan; tgt raised to $25
    • Target (TGT) upgraded to Buy from Neutral at BofA Securities; tgt raised to $135
    • Warby Parker (WRBY) upgraded to Buy from Neutral at BTIG Research; tgt $17
  • Downgrades:
    • Beyond Meat (BYND) downgraded to Underperform from Neutral at Mizuho; tgt lowered to $5
    • Carvana (CVNA) downgraded to Neutral from Outperform at Exane BNP Paribas; tgt $37
    • Carrier Global (CARR) downgraded to Underperform from Peer Perform at Wolfe Research; tgt $56
    • E2open (ETWO) downgraded to Neutral from Buy at Redburn Atlantic; tgt lowered to $4
    • First Industrial Realty (FR) downgraded to Underweight from Sector Weight at KeyBanc Capital Markets; tgt $42
    • Jack Henry (JKHY) downgraded to Sell from Neutral at Goldman; tgt lowered to $140
    • NETSTREIT (NTST) downgraded to Underweight from Sector Weight at KeyBanc Capital Markets; tgt $13
    • ResMed (RMD) downgraded to Sector Perform from Outperform at RBC Capital Mkts; tgt lowered to $202
    • Welltower (WELL) downgraded to Neutral from Overweight at JP Morgan; tgt $90
  • Others:
    • Alignment Healthcare (ALHC) initiated with an Equal-Weight at Stephens; tgt $9
    • Asana (ASAN) initiated with a Neutral at UBS; tgt $20
    • Bill.com (BILL) initiated with a Buy at Seaport Research Partners; tgt $144
    • Block (SQ) initiated with a Neutral at Seaport Research Partners
    • Coursera (COUR) initiated with an Outperform at BMO Capital Markets; tgt $24
    • Fidelity Nat'l Info (FIS) initiated with a Neutral at Seaport Research Partners
    • Fiserv (FI) initiated with a Neutral at Seaport Research Partners
    • Flywire (FLYW) initiated with a Buy at Seaport Research Partners; tgt $40
    • Genius Sports (GENI) initiated with an Overweight at Cantor Fitzgerald; tgt $8
    • Genuine Parts (GPC) initiated with a Neutral at UBS; tgt $160
    • Global Payments (GPN) initiated with a Buy at Seaport Research Partners; tgt $140
    • Intl Flavors (IFF) initiated with a Neutral at Redburn Atlantic; tgt $60
    • Marriott Vacations (VAC) initiated with a Neutral at JP Morgan; tgt $105
    • Mastercard (MA) initiated with a Buy at Seaport Research Partners; tgt $465
    • Monday.com (MNDY) initiated with a Neutral at UBS; tgt $175
    • MongoDB (MDB) initiated with a Buy at BofA Securities; tgt $450
    • PayPal (PYPL) initiated with a Neutral at Seaport Research Partners
    • Rexford Industrial Realty (REXR) initiated with a Buy at Truist; tgt $56
    • Shopify (SHOP) initiated with a Buy at Seaport Research Partners; tgt $64
    • Smartsheet (SMAR) initiated with a Buy at UBS; tgt $60
    • Snowflake (SNOW) initiated with a Neutral at BofA Securities; tgt $195
    • Taiwan Semiconductor Manufacturing (TSM) named Catalyst Driven Idea at Morgan Stanley
    • Visa (V) initiated with a Neutral at Seaport Research Partners
    • Zegna Group (ZGN) initiated with an Underperform at Exane BNP Paribas; tgt $11.60