>>> US Research Calls

Research Calls I
  • Upgrades:
    • Avino Silver & Gold Mines (ASM) upgraded to Buy from Neutral at Roth Capital, tgt $7
    • Brinker International (EAT) upgraded to Strong Buy from Outperform at Raymond James, tgt $260
    • Capri Holdings (CPRI) upgraded to Strong Buy from Outperform at Raymond James, tgt $20
    • FEMSA (FMX) upgraded to Overweight from Neutral at JPMorgan, tgt $151
    • Fox Corporation (FOXA) upgraded to Buy from Underperform at BofA Securities, tgt $85
    • Greif (GEF) upgraded to Outperform from Market Perform at Raymond James, tgt $90
    • Semtech (SMTC) upgraded to Outperform from Market Perform at Northland, tgt $186
  • Downgrades:
    • Eastman Chemical (EMN) downgraded to Neutral from Overweight at JPMorgan, tgt $66
    • Equifax (EFX) downgraded to Perform from Outperform at Oppenheimer
    • FMC (FMC) downgraded to Hold from Buy at Jefferies, tgt $5
    • Klaviyo (KVYO) downgraded to Neutral from Buy at Goldman Sachs, tgt $20
    • Lloyds Banking Group (LYG) downgraded to Sector Perform from Outperform at RBC Capital
    • Melco Resorts (MLCO) downgraded to Hold from Buy at Texas Capital Securities, tgt $5.50
    • Workday (WDAY) downgraded to Sector Weight from Overweight at KeyBanc
  • Others:
    • ACI Worldwide (ACIW) assumed at Equal Weight at Stephens, tgt $56
    • AeroVironment (AVAV) initiated at Outperform at Macquarie, tgt $210
    • Arcus Biosciences (RCUS) initiated at Outperform at William Blair
    • Bandwidth (BAND) initiated at Equal Weight at Morgan Stanley, tgt $56
    • Boot Barn (BOOT) initiated at Buy at Needham, tgt $150
    • CACI International (CACI) initiated at Outperform at Macquarie, tgt $780
    • CareTrust REIT (CTRE) initiated at Neutral at JPMorgan, tgt $41
    • Concentra (CON) initiated at Buy at Jefferies, tgt $47
    • Cytokinetics (CYTK) initiated at Outperform at William Blair
    • D.R. Horton (DHI) initiated at Hold at StoneX
    • EchoStar (ECHO) resumed at Overweight from Underweight at JPMorgan, tgt $144
    • Edgewise Therapeutics (EWTX) initiated at Outperform at William Blair
    • Eikon Therapeutics (EIKN) initiated at Buy at H.C. Wainwright, tgt $23
    • Elanco Animal Health (ELAN) initiated at Buy at Goldman Sachs, tgt $32
    • Euronet Worldwide (EEFT) assumed at Equal Weight at Stephens, tgt $71
    • Faeth Therapeutics (FTH) initiated at Outperform at William Blair
    • Flywire (FLYW) resumed at Equal Weight at Stephens, tgt $20
    • FTAI Aviation (FTAI) initiated at Outperform at Macquarie, tgt $305
    • Gap (GAP) initiated at Hold at Needham
    • Heritage Insurance (HRTG) initiated at Market Perform at Raymond James
    • IDEAYA Biosciences (IDYA) initiated at Outperform at William Blair
    • IDEXX Laboratories (IDXX) initiated at Buy at Goldman Sachs, tgt $740
    • Immunome (IMNM) initiated at Outperform at William Blair
    • Intuitive Machines (LUNR) initiated at Outperform at Macquarie, tgt $25
    • iRhythm Technologies (IRTC) initiated at Overweight at Piper Sandler, tgt $160
    • Kardigan (KARD) initiated at Outperform at William Blair
    • Karman Holdings (KRMN) initiated at Outperform at Macquarie, tgt $65
    • KB Home (KBH) initiated at Hold at StoneX
    • Kontoor Brands (KTB) initiated at Hold at Needham
    • Kratos Defense & Security (KTOS) initiated at Outperform at Macquarie, tgt $70
    • Moog (MOG.A) assumed at Overweight from Equal Weight at Morgan Stanley, tgt $448
    • nCino (NCNO) assumed at Overweight at Stephens, tgt $26
    • Palvella Therapeutics (PVLA) initiated at Outperform at William Blair
    • Praxis Precision Medicines (PRAX) initiated at Overweight at JPMorgan, tgt $700
    • Q2 Holdings (QTWO) assumed at Overweight at Stephens, tgt $74
    • Revolution Medicines (RVMD) initiated at Outperform at William Blair
    • Rhythm Pharmaceuticals (RYTM) initiated at Outperform at William Blair
    • Talen Energy (TLN) initiated at Outperformer at CIBC, tgt $499
    • Tango Therapeutics (TNGX) initiated at Outperform at William Blair
    • Toll Brothers (TOL) initiated at Buy at StoneX, tgt $165
    • Urban Outfitters (URBN) initiated at Buy at Needham, tgt $100
    • Victoria's Secret (VSXY) initiated at Buy at Needham, tgt $106
    • Wave Life Sciences (WVE) initiated at Outperform at William Blair
    • Zoetis (ZTS) initiated at Neutral at Goldman Sachs, tgt $74