>>> US Research Calls I

Research Calls I
  • Upgrades:
    • Affirm (AFRM) upgraded to Equal-Weight from Underweight at Morgan Stanley; tgt raised to $37
    • Home Depot upgraded to Buy from Hold at Loop Capital; tgt raised to $460
  • Downgrades:
    • ArcBest (ARCB) downgraded to Peer Perform from Outperform at Wolfe Research
    • BP (BP) downgraded to Neutral from Outperform at Exane BNP Paribas
    • Blackstone (BX) downgraded to Neutral from Overweight at Piper Sandler; tgt $149
    • Ciena (CIEN) downgraded to Neutral from Outperform at Exane BNP Paribas; tgt raised to $67
    • Commercial Metals (CMC) downgraded to Peer Perform from Outperform at Wolfe Research
    • FactSet (FDS) downgraded to Sell from Neutral at Redburn Atlantic; tgt lowered to $380
  • Others:
    • AFC Gamma (AFCG) initiated with a Buy at Seaport Research Partners; tgt $13
    • Aflac (AFL) initiated with a Hold at TD Cowen; tgt $102
    • ArcBest (ARCB) initiated with a Neutral at Citigroup; tgt $111
    • Blue Bird (BLBD) initiated with a Buy at BTIG Research; tgt $55
    • Canadian Nat'l Rail (CNI) initiated with a Neutral at Citigroup; tgt $125
    • Canadian Pacific Kansas City Ltd. (CP) initiated with a Buy at Citigroup; tgt $97
    • C.H. Robinson (CHRW) initiated with a Neutral at Citigroup; tgt $115
    • Chewy (CHWY) initiated with a Buy at TD Cowen; tgt $38
    • Corebridge Financial (CRBG) initiated with a Buy at TD Cowen; tgt $35
    • Crocs (CROX) initiated with a Buy at Guggenheim; tgt $182
    • CSX (CSX) initiated with a Buy at Citigroup; tgt $42
    • Deckers Outdoor (DECK) initiated with a Neutral at Guggenheim
    • FedEx (FDX) initiated with a Buy at Citigroup; tgt $301
    • G-III Apparel (GIII) initiated with a Buy at Guggenheim; tgt $36
    • GitLab (GTLB) initiated with an Overweight at Morgan Stanley; tgt $70
    • Globe Life (GL) initiated with a Buy at TD Cowen; tgt $150
    • GXO Logistics (GXO) initiated with a Buy at Citigroup; tgt $60
    • Shift4 Payments (FOUR) initiated with an Overweight at Barclays; tgt $120