>>> US Research Calls

Research Calls I
  • Upgrades:
    • Air France-KLM (AFLYY) upgraded to Hold from Reduce at Kepler Cheuvreux
    • AMD (AMD) upgraded to Strong Buy from Outperform at Raymond James, tgt $641
    • Bread Financial (BFH) upgraded to Outperform from Peer Perform at Wolfe Research, tgt $130
    • Capricor Therapeutics (CAPR) upgraded to Outperform from Perform at Oppenheimer, tgt $54
    • Dynatrace (DT) upgraded to Overweight from Equal Weight at Morgan Stanley, tgt $65
    • Fluence Energy (FLNC) upgraded to Neutral from Sell at UBS, tgt $12
    • Moderna (MRNA) upgraded to Peer Perform from Underperform at Wolfe Research
    • Shift4 Payments (FOUR) upgraded to Overweight from Equal Weight at Wells Fargo, tgt $59
    • Summit Therapeutics (SMMT) upgraded to Market Perform from Underperform at Bernstein, tgt $11.90
  • Downgrades:
    • Daqo New Energy (DQ) downgraded to Sell from Neutral at Goldman, tgt $10
    • Fidelity Nat'l Info (FIS) downgraded to Equal Weight from Overweight at Wells Fargo, tgt $46
    • Five Below (FIVE) downgraded to Hold from Buy at Loop Capital, tgt $250
    • Klarna (KLAR) downgraded to Peer Perform from Outperform at Wolfe Research
    • Nutrien (NTR) downgraded to Sector Perform from Outperform at National Bank, tgt $77
    • Paymentus (PAY) downgraded to Peer Perform from Outperform at Wolfe Research
    • RLI Corp. (RLI) downgraded to Underperform from Hold at Jefferies, tgt $53
    • VTEX (VTEX) downgraded to Market Perform from Outperform at Itau BBA, tgt $4.50
  • Others:
    • Advanced Drainage Systems (WMS) initiated with a Buy at DA Davidson, tgt $190
    • Agomab Therapeutics (AGMB) initiated with an Overweight at Piper Sandler, tgt $60
    • Amrize (AMRZ) initiated with a Neutral at DA Davidson, tgt $50
    • Apnimed (APMD) initiated with an Overweight at Cantor Fitzgerald, tgt $60
    • Apnimed (APMD) initiated with an Outperform at Evercore ISI
    • Apnimed (APMD) initiated with an Outperform at LifeSci Capital, tgt $50
    • Apnimed (APMD) initiated with a Buy at BofA Securities, tgt $41
    • Armstrong World Industries (AWI) initiated with a Buy at DA Davidson, tgt $215
    • Carlisle (CSL) initiated with a Neutral at DA Davidson, tgt $410
    • Curbline Properties (CURB) initiated with a Buy at Jefferies, tgt $36
    • CRH (CRH) initiated with a Buy at DA Davidson, tgt $137
    • Eagle Materials (EXP) initiated with a Neutral at DA Davidson, tgt $220
    • Fortune Brands (FBIN) initiated with a Buy at DA Davidson, tgr $64
    • JBT Marel (JBTM) initiated with an Overweight at KeyBanc, tgt $150
    • Jersey Mike's Subs (JMKE) initiated with a Neutral at Goldman, tgt $26
    • Knife River (KNF) assumed with a Buy at DA Davidson, tgt $85
    • Kodiak AI (KDK) initiated with an Outperform at Oppenheimer, tgt $9
    • Martin Marietta Materials (MLM) initiated with a Neutral at DA Davidson, tgt $625
    • Masco (MAS) initiated with a Neutral at DA Davidson, tgt $80
    • MasterBrand (MBC) initiated with a Neutral at DA Davidson, tgt $10
    • Midera Food Processing (MFP) initiated with a Sector Weight at KeyBanc
    • Owens Corning (OC) initiated with a Buy at DA Davidson, tgt $190
    • Pool Corp. (POOL) initiated with a Neutral at DA Davidson, tgt $210
    • QXO (QXO) initiated with a Buy at DA Davidson, tgt $26
    • Sherwin-Williams (SHW) initiated with a Buy at DA Davidson, tgt $400
    • Vivmark Residential (VMRK) resumed at Overweight at Morgan Stanley, tgt $75
    • Vulcan Materials (VMC) initiated with a Buy at DA Davidson, tgt $330