Research Calls
- Upgrades:
- Apple (AAPL) upgraded to Outperform from Neutral at Credit Suisse; tgt $201
- Westlake Corporation (WLK) upgraded to Overweight from Neutral at JP Morgan; tgt $135
- Downgrades:
- Rockwell Automation (ROK) downgraded to Mkt Perform from Outperform at Bernstein; tgt $290
- Stanley Black & Decker (SWK) downgraded to Hold from Buy at Deutsche Bank; tgt lowered to $111
- Others:
- 3D Systems (DDD) initiated with an Underperform at Credit Suisse; tgt $8
- 3M (MMM) resumed with a Mkt Perform at Bernstein; tgt $155
- Altair Engineering (ALTR) initiated with an Outperform at Wolfe Research; tgt $70
- ANSYS (ANSS) initiated with an Outperform at Wolfe Research; tgt $320
- AppLovin (APP) initiated with an Outperform at Wolfe Research; tgt $40
- Aspen Tech (AZPN) initiated with a Peer Perform at Wolfe Research
- Autodesk (ADSK) initiated with an Outperform at Wolfe Research; tgt $270
- Bentley Systems (BSY) initiated with an Outperform at Wolfe Research; tgt $48
- C3.ai (AI) initiated with a Peer Perform at Wolfe Research
- Cadence Design (CDNS) initiated with an Outperform at Wolfe Research; tgt $210
- CDW (CDW) initiated with an Outperform at Credit Suisse; tgt $202
- CME Group (CME) initiated with a Sell at Rosenblatt; tgt $171
- Corning (GLW) initiated with a Neutral at Credit Suisse; tgt $36
- Danaher (DHR) resumed with an Outperform at Bernstein; tgt raised to $340
- Dell (DELL) initiated with an Outperform at Credit Suisse; tgt $60
- Desktop Metal (DM) initiated with a Neutral at Credit Suisse; tgt $2.80
- Emerson (EMR) assumed with a Mkt Perform at Bernstein; tgt lowered to $100
- Flex (FLEX) initiated with an Outperform at Credit Suisse; tgt $24
- General Electric (GE) resumed with an Outperform at Bernstein; tgt lowered to $100
- Hewlett Packard Enterprise (HPE) initiated with an Outperform at Credit Suisse; tgt $18
- HP Inc. (HPQ) initiated with an Outperform at Credit Suisse; tgt $39
- IBM (IBM) assumed with an Outperform at Credit Suisse; tgt raised to $163
- Intercontinental Exchange (ICE) initiated with a Buy at Rosenblatt; tgt $164
- ironSource (IS) initiated with a Peer Perform at Wolfe Research
- Jabil (JBL) initiated with an Outperform at Credit Suisse; tgt $74
- Markforged Holding Corp. (MKFG) initiated with a Neutral at Credit Suisse; tgt $2.70
- Matterport (MTTR) initiated with a Peer Perform at Wolfe Research
- NASDAQ (NDAQ) initiated with a Buy at Rosenblatt; tgt $241
- NetApp (NTAP) initiated with an Outperform at Credit Suisse; tgt $87
- Procore Technologies (PCOR) initiated with a Peer Perform at Wolfe Research
- Pure Storage (PSTG) initiated with an Outperform at Credit Suisse; tgt $36
- PTC (PTC) initiated with an Outperform at Wolfe Research; tgt $155
- Roblox (RBLX) initiated with a Peer Perform at Wolfe Research
- Roper (ROP) initiated with a Mkt Perform at Bernstein; tgt lowered to $490
- Seagate Tech (STX) initiated with a Neutral at Credit Suisse; tgt $80
- Stratasys (SSYS) initiated with an Outperform at Credit Suisse; tgt $24
- Synopsys (SNPS) initiated with an Outperform at Wolfe Research; tgt $440
- TD Synnex (SNX) initiated with a Neutral at Credit Suisse; tgt $115
- The Trade Desk (TTD) initiated with a Peer Perform at Wolfe Research
- Tradeweb Markets (TW) initiated with a Buy at Rosenblatt; tgt $91
- Trimble (TRMB) initiated with a Peer Perform at Wolfe Research
- Unity Software (U) initiated with an Outperform at Wolfe Research; tgt $70
- Velo3D (VLD) initiated with a Neutral at Credit Suisse; tgt $5.40
- Western Digital (WDC) initiated with a Neutral at Credit Suisse; tgt $52
- Xerox (XRX) initiated with an Underperform at Credit Suisse; tgt $14