>>> US Research Calls

Research Calls
  • Upgrades:
    • Cintas (CTAS) upgraded to Conviction Buy from Buy at Goldman
    • Clorox (CLX) upgraded to Buy from Neutral at DA Davidson; tgt $152
    • Datadog (DDOG) upgraded to Overweight from Neutral at Piper Sandler; tgt raised to $115
    • FedEx (FDX) upgraded to Positive from Neutral at Susquehanna; tgt raised to $315
    • Insulet (PODD) upgraded to Buy from Hold at Jefferies; tgt lowered to $240
    • LGI Homes (LGIH) upgraded to Neutral from Sell at BTIG Research
    • Macerich (MAC) upgraded to Neutral from Underweight at Piper Sandler; tgt raised to $12
    • Mr. Cooper Group (COOP) upgraded to Outperform from Mkt Perform at Keefe Bruyette; tgt raised to $65
    • NVIDIA (NVDA) upgraded to Conviction Buy from Buy at Goldman
    • Okta (OKTA) upgraded to Conviction Buy from Buy at Goldman
    • PennyMac (PFSI) upgraded to Outperform from Mkt Perform at Keefe Bruyette; tgt raised to $81
    • Quanterix (QTRX) upgraded to Conviction Buy from Buy at Goldman
    • Rivian Automotive (RIVN) upgraded to Outperform from In-line at Evercore ISI; tgt $35
    • U.S. Steel (X) upgraded to Overweight from Equal-Weight at Morgan Stanley; tgt raised to $40
    • Zscaler (ZS) upgraded to Overweight from Neutral at Piper Sandler; tgt raised to $190
  • Downgrades:
    • Adecoagro S.A. (AGRO) downgraded to Market Perform from Outperform at Itau BBA; tgt $12
    • Bread Financial (BFH) downgraded to Sell from Neutral at Goldman; tgt lowered to $32
    • Chubb (CB) downgraded to Neutral from Overweight at JP Morgan; tgt $250
    • Fidelity National (FNF) downgraded to Mkt Perform from Outperform at Keefe Bruyette; tgt lowered to $43
    • Johnson Controls (JCI) downgraded to Buy from Conviction Buy at Goldman
    • NatWest Group plc (NWG) downgraded to Equal-Weight from Overweight at Morgan Stanley
    • NextEra Energy Partners (NEP) downgraded to Equal Weight from Overweight at Wells Fargo; tgt lowered to $33
    • Norfolk Southern (NSC) downgraded to Neutral from Buy at BofA Securities; tgt lowered to $215
    • Salesforce (CRM) downgraded to Buy from Conviction Buy at Goldman
    • Sandy Spring Banc (SASR) downgraded to Neutral from Buy at DA Davidson; tgt lowered to $22
    • SolarEdge Technologies (SEDG) downgraded to Equal Weight from Overweight at Barclays; tgt lowered to $152
    • Toast (TOST) downgraded to Neutral from Buy at Mizuho; tgt lowered to $16
  • Others:
    • pellis Pharmaceuticals (APLS) added to Q4 2023 Tactical Ideas List at Wells Fargo
    • Atlassian (TEAM) initiated with a Neutral at UBS; tgt $225
    • BigBear.ai (BBAI) initiated with a Market Perform at TD Cowen; tgt $2
    • Caesars Entertainment (CZR) added to Q4 2023 Tactical Ideas List at Wells Fargo
    • Carnival (CCL) resumed with an Outperform at William Blair
    • Celldex Therapeutics (CLDX) added to Q4 2023 Tactical Ideas List at Wells Fargo
    • Credo Technology Group (CRDO) initiated with an Overweight at Barclays; tgt $18
    • Datadog (DDOG) initiated with a Neutral at UBS; tgt $100
    • Etsy (ETSY) initiated with a Neutral at Wedbush
    • Everest Group (EG) added to Q4 2023 Tactical Ideas List at Wells Fargo
    • L3Harris (LHX) added to Q4 2023 Tactical Ideas List at Wells Fargo
    • Maxeon Solar (MAXN) initiated with a Neutral at UBS; tgt $13
    • Microsoft (MSFT) added to Q4 2023 Tactical Ideas List at Wells Fargo
    • Nextracker (NXT) initiated with a Buy at UBS; tgt $50
    • Sunnova Energy (NOVA) initiated with a Buy at UBS; tgt $16
    • SunOpta (STKL) initiated with a Buy at Mizuho; tgt $9
    • UnitedHealth (UNH) added to Q4 2023 Tactical Ideas List at Wells Fargo
    • Western Digital (WDC) added to Q4 2023 Tactical Ideas List at Wells Fargo
    • WK Kellogg Co (KLG) initiated with a Hold at Jefferies; tgt $15
    • Xenon Pharmaceuticals (XENE) added to Q4 2023 Tactical Ideas List at Wells Fargo