>>> US Research Calls

Research Calls

  • Upgrades:
    • Advanced Micro (AMD) upgraded to Overweight from Equal Weight at Barclays; tgt raised to $85
    • Associated British Foods (ASBFY) upgraded to Buy from Hold at Deutsche Bank
    • Coca-Cola FEMSA (KOF) upgraded to Buy from Neutral at BofA Securities; tgt raised to $157
    • Confluent (CFLT) upgraded to Buy from Hold at Deutsche Bank; tgt lowered to $28
    • Galapagos NV (GLPG) upgraded to Hold from Underperform at Jefferies; tgt lowered to $47.20
    • Murphy USA (MUSA) upgraded to Overweight from Equal Weight at Wells Fargo; tgt raised to $350
    • PTC (PTC) upgraded to Overweight from Sector Weight at KeyBanc Capital Markets; tgt $155
    • Qualcomm (QCOM) upgraded to Overweight from Equal Weight at Barclays; tgt raised to $150
    • Ribbon Communications (RBBN) upgraded to Buy from Hold at WestPark Capital; tgt $6
    • Seagate Tech (STX) upgraded to Overweight from Equal Weight at Barclays; tgt raised to $70
    • Shopify (SHOP) upgraded to Buy from Hold at Deutsche Bank; tgt raised to $50
    • Skechers USA (SKX) upgraded to Outperform from Market Perform at Cowen; tgt raised to $65
    • Skyworks (SWKS) upgraded to Overweight from Equal Weight at Barclays; tgt raised to $125
    • Sotera Health (SHC) upgraded to Neutral from Underweight at JP Morgan; tgt raised to $18
    • Ternium S.A. (TX) upgraded to Buy from Neutral at BofA Securities; tgt raised to $42
    • Unibail-Rodamco-Westfield (UNBLF) upgraded to Outperform from Neutral at Exane BNP Paribas
    • Wayfair (W) upgraded to Buy from Underperform at BofA Securities; tgt raised to $65
    • Wayfair (W) upgraded to Outperform from Neutral at Wedbush; tgt $38
    • Wayfair (W) upgraded to Overweight from Underweight at JP Morgan; tgt raised to $63
    • Western Digital (WDC) upgraded to Neutral from Underperform at Exane BNP Paribas; tgt $42
  • Downgrades:
    • Altice USA (ATUS) downgraded to Hold from Buy at TD Securities; tgt $6
    • American Tower (AMT) downgraded to Sector Weight from Overweight at KeyBanc Capital Markets
    • Applied Materials (AMAT) downgraded to Underweight from Equal Weight at Barclays; tgt raised to $90
    • BCE Inc (BCE) downgraded to Hold from Buy at TD Securities
    • Cellnex Telecom SA (CLNXF) downgraded to Sector Perform from Outperform at RBC Capital Mkts
    • Check Point Software (CHKP) downgraded to Hold from Buy at Deutsche Bank; tgt lowered to $150
    • CrowdStrike (CRWD) downgraded to Hold from Buy at Deutsche Bank; tgt lowered to $115
    • Crown Castle (CCI) downgraded to Sector Weight from Overweight at KeyBanc Capital Markets
    • Euronet (EEFT) downgraded to Neutral from Buy at Citigroup; tgt $117
    • FirstEnergy (FE) downgraded to Underperform from Neutral at BofA Securities; tgt lowered to $38
    • Gildan Activewear (GIL) downgraded to Hold from Buy at TD Securities
    • Ingredion (INGR) downgraded to Equal Weight from Overweight at Barclays; tgt raised to $110
    • KLA Corporation (KLAC) downgraded to Underweight from Equal Weight at Barclays; tgt raised to $325
    • Levi Strauss (LEVI) downgraded to Neutral from Overweight at JP Morgan; tgt lowered to $17
    • Matterport (MTTR) downgraded to Hold from Buy at Deutsche Bank; tgt lowered to $3
    • Motorola Solutions (MSI) downgraded to Hold from Buy at Edward Jones
    • Range Resources (RRC) downgraded to Hold from Buy at The Benchmark Company
    • RingCentral (RNG) downgraded to Neutral from Buy at MKM Partners; tgt $40
    • SentinelOne (S) downgraded to Hold from Buy at Deutsche Bank; tgt lowered to $15
    • Southwestern Energy (SWN) downgraded to Hold from Buy at The Benchmark Company
    • Tapestry (TPR) downgraded to Equal Weight from Overweight at Barclays; tgt $43
    • Veeco Instruments (VECO) downgraded to Equal Weight from Overweight at Barclays; tgt raised to $20
    • Warner Music Group (WMG) downgraded to Equal Weight from Overweight at Barclays; tgt $35
    • Workday (WDAY) downgraded to Hold from Buy at Deutsche Bank; tgt lowered to $195
    • Zoom Video (ZM) downgraded to Neutral from Buy at MKM Partners; tgt lowered to $75
  • Others:
    • Flywire (FLYW) initiated with an Equal-Weight at Morgan Stanley; tgt $26
    • GitLab (GTLB) initiated with an Outperform at FBN Securities; tgt $60
    • Guidewire Software (GWRE) initiated with a Buy at Goldman; tgt $88
    • Lucid Group (LCID) resumed with a Buy at Citigroup; tgt $12
    • Planet Labs (PL) initiated with an Equal-Weight at Morgan Stanley; tgt $6
    • Quest Diagnostics (DGX) initiated with an In-line at Evercore ISI; tgt $159
    • Rain Oncology (RAIN) initiated with a Buy at Mizuho; tgt $18
    • Sapiens Int'l (SPNS) initiated with a Buy at Goldman; tgt $28