Research Calls
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Upgrades:
- 10x Genomics (TXG) upgraded to Neutral from Underperform at BofA Securities; tgt raised to $54
- Albemarle (ALB) upgraded to Neutral from Underperform at BofA Securities; tgt lowered to $149
- Amalgamated Bank (AMAL) upgraded to Overweight from Neutral at JP Morgan; tgt $29
- Amgen (AMGN) upgraded to Outperform from Sector Perform at RBC Capital Mkts; tgt raised to $300
- BlackRock (BLK) upgraded to Outperform from Neutral at Exane BNP Paribas; tgt $885
- BRP Group (BRP) upgraded to Strong Buy from Outperform at Raymond James; tgt $30
- Eagle Materials (EXP) upgraded to Neutral from Underweight at JP Morgan; tgt $200
- EverQuote (EVER) upgraded to Outperform from Mkt Perform at Raymond James; tgt $13
- Extra Space Storage (EXR) upgraded to Overweight from Underweight at Wells Fargo; tgt raised to $155
- Henry Schein (HSIC) upgraded to Overweight from Neutral at JP Morgan; tgt raised to $82
- Humana (HUM) upgraded to Buy from Hold at Argus; tgt $550
- HP Inc. (HPQ) upgraded to Overweight from Equal-Weight at Morgan Stanley; tgt raised to $35
- HubSpot (HUBS) upgraded to Overweight from Neutral at Piper Sandler; tgt raised to $610
- Itron (ITRI) upgraded to Neutral from Underweight at JP Morgan; tgt $68
- Manulife Financial (MFC) upgraded to Outperform from Sector Perform at RBC Capital Mkts
- Martin Marietta (MLM) upgraded to Overweight from Neutral at JP Morgan; tgt raised to $530
- Maravai Life Sciences (MRVI) upgraded to Buy from Neutral at BofA Securities; tgt lowered to $8
- NIKE (NKE) upgraded to Buy from Hold at DZ Bank; tgt $130
- PVH (PVH) upgraded to Buy from Neutral at Goldman; tgt raised to $126
- Quest Diagnostics (DGX) upgraded to Buy from Neutral at BofA Securities; tgt raised to $160
- Ralph Lauren (RL) upgraded to Neutral from Sell at Goldman; tgt raised to $132
- Sempra Energy (SRE) upgraded to Overweight from Neutral at JP Morgan; tgt raised to $86
- Sonos (SONO) upgraded to Overweight from Equal-Weight at Morgan Stanley; tgt raised to $20
- Sprouts Farmers Market (SFM) upgraded to Buy from Sell at Goldman; tgt raised to $49
- Vulcan Materials (VMC) upgraded to Overweight from Neutral at JP Morgan; tgt raised to $245
- Zillow (ZG) upgraded to Mkt Outperform from Mkt Perform at JMP Securities; tgt $60
- Zscaler (ZS) upgraded to Outperform from Neutral at Macquarie; tgt raised to $231
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Downgrades:
- Agilent (A) downgraded to Neutral from Buy at BofA Securities; tgt raised to $133
- Airbnb (ABNB) downgraded to Underweight from Equal Weight at Barclays; tgt lowered to $100
- AMC Networks (AMCX) downgraded to Neutral from Buy at Seaport Research Partners
- Arthur J. Gallagher (AJG) downgraded to Mkt Perform from Strong Buy at Raymond James
- CDW (CDW) downgraded to Equal-Weight from Overweight at Morgan Stanley; tgt $216
- Comerica (CMA) downgraded to Neutral from Overweight at JP Morgan; tgt $57
- Expedia Group (EXPE) downgraded to Equal Weight from Overweight at Barclays; tgt raised to $150
- Fortis (FTS) downgraded to Underweight from Neutral at JP Morgan
- GOL Linhas Aereas Inteligentes S.A. (GOL) downgraded to Sell from Hold at Deutsche Bank
- GoPro (GPRO) downgraded to Underweight from Equal-Weight at Morgan Stanley; tgt lowered to $3
- Grocery Outlet (GO) downgraded to Sell from Buy at Goldman; tgt lowered to $24
- Harmony Gold (HMY) downgraded to Underweight from Neutral at JP Morgan
- Illumina (ILMN) downgraded to Underperform from Neutral at BofA Securities; tgt lowered to $100
- Lam Research (LRCX) downgraded to Hold from Buy at Deutsche Bank; tgt raised to $725
- Macy's (M) downgraded to Sell from Neutral at Citigroup; tgt $14
- Progressive (PGR) downgraded to Mkt Perform from Outperform at Raymond James
- Public Storage (PSA) downgraded to Equal Weight from Overweight at Wells Fargo; tgt raised to $280
- RingCentral (RNG) downgraded to Hold from Buy at Jefferies; tgt lowered to $35
- Shopify (SHOP) downgraded to Sell from Hold at DZ Bank; tgt $65
- X4 Pharmaceuticals (XFOR) downgraded to Neutral from Buy at B. Riley Securities; tgt lowered to $1
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Others:
- ACADIA Pharmaceuticals (ACAD) initiated with a Buy at Deutsche Bank; tgt $25
- Acumen Pharmaceuticals (ABOS) initiated with a Buy at Deutsche Bank; tgt $8
- Addus HomeCare (ADUS) initiated with an Outperform at TD Cowen; tgt $105
- Alcon (ALC) initiated with a Buy at Stifel; tgt $85
- Alector (ALEC) initiated with a Buy at Deutsche Bank; tgt $12
- Alexander & Baldwin (ALEX) initiated with a Buy at Janney; tgt $20
- Amylyx Pharmaceuticals (AMLX) initiated with a Buy at Deutsche Bank; tgt $36
- AZEK (AZEK) initiated with an Outperform at Wolfe Research; tgt $43
- Bausch + Lomb (BLCO) initiated with a Hold at Stifel; tgt $16
- Boeing (BA) initiated with an Outperform at William Blair
- Brown & Brown (BRO) initiated with a Neutral at BofA Securities; tgt $77
- Camden Property (CPT) initiated with an Equal-Weight at Morgan Stanley; tgt $95
- Campbell Soup (CPB) initiated with an Equal Weight at Wells Fargo; tgt $47
- CCC Intelligent Solutions (CCCS) initiated with an Equal-Weight at Morgan Stanley; tgt $13
- Conagra (CAG) initiated with an Equal Weight at Wells Fargo; tgt $31
- COMPASS Pathways (CMPS) initiated with a Buy at Deutsche Bank; tgt $16
- Crocs (CROX) initiated with a Buy at BofA Securities; tgt $128
- Electronic Arts (EA) initiated with a Peer Perform at Wolfe Research
- Enhabit Inc. (EHAB) initiated with a Market Perform at TD Cowen; tgt $12
- Freshpet (FRPT) initiated with an Overweight at Wells Fargo; tgt $90
- fuboTV (FUBO) initiated with an Overweight at Cantor Fitzgerald; tgt $5
- Gannett (GCI) initiated with a Buy at Compass Point; tgt $5
- HEICO (HEI) initiated with an Outperform at William Blair
- mmunovant Sciences (IMVT) initiated with a Buy at Deutsche Bank; tgt $50
- J.M. Smucker (SJM) initiated with an Overweight at Wells Fargo; tgt $140
- Karuna Therapeutics (KRTX) initiated with a Buy at Deutsche Bank; tgt $227
- Kellanova (K) initiated with an Equal Weight at Wells Fargo; tgt $56
- Lamb Weston (LW) initiated with an Overweight at Wells Fargo; tgt $120
- Mid-America Aptmt (MAA) initiated with an Equal-Weight at Morgan Stanley; tgt $128
- Neurocrine Biosciences (NBIX) initiated with a Buy at Deutsche Bank; tgt $136
- Neumora Therapeutics (NMRA) initiated with a Hold at Deutsche Bank; tgt $13
- Nintendo (NTDOY) initiated with a Peer Perform at Wolfe Research
- Post (POST) initiated with an Equal Weight at Wells Fargo; tgt $92
- Prothena (PRTA) initiated with a Buy at Deutsche Bank; tgt $62
- Roivant Sciences (ROIV) initiated with a Buy at Deutsche Bank; tgt $14
- RxSight (RXST) initiated with a Buy at Stifel; tgt $40
- SAGE Therapeutics (SAGE) initiated with a Hold at Deutsche Bank; tgt $21
- Sarepta Therapeutics (SRPT) initiated with a Buy at Deutsche Bank; tgt $109
- Skyward Specialty Insurance Group (SKWD) initiated with a Buy at Jefferies; tgt $40
- Sony (SONY) initiated with an Outperform at Wolfe Research
- Solo Brands (DTC) initiated with a Neutral at B. Riley Securities; tgt $5.50
- Take-Two (TTWO) initiated with an Outperform at Wolfe Research; tgt $186
- Tapestry (TPR) resumed with an Equal-Weight at Morgan Stanley; tgt $38
- Traeger (COOK) initiated with a Buy at B. Riley Securities; tgt $3.50
- Transdigm Group (TDG) initiated with an Outperform at William Blair
- Trex (TREX) initiated with a Peer Perform at Wolfe Research