>>> US Research Calls I

Research Calls I
  • Upgrades
    • Agios Pharmaceuticals (AGIO) upgraded to Outperform from Market Perform at Leerink, tgt $34
    • Apollo Global (APO) upgraded to Overweight from Equal Weight at Morgan Stanley, tgt $180
    • Avita Medical (RCEL) upgraded to Neutral from Sell at BTIG Research
    • Design Therapeutics (DSGN) upgraded to Outperform from Sector Perform at RBC Capital, tgt $13
    • Jack Henry (JKHY) upgraded to Strong Buy from Market Perform at Raymond James, tgt $198
    • Marsh & McLennan (MMC) upgraded to Overweight from Equal Weight at Barclays, tgt $206
    • Nasdaq (NDAQ) upgraded to Overweight from Equal Weight at Morgan Stanley, tgt $110
    • Parsons (PSN) upgraded to Outperform from Market Perform at William Blair
  • Downgrades
    • Arthur J. Gallagher (AJG) downgraded to Underweight from Equal Weight at Barclays, tgt $250
    • BellRing Brands (BRBR) downgraded to Hold from Buy at TD Cowen, tgt $31
    • Eversource Energy (ES) downgraded to Neutral from Outperform at Mizuho, tgt $68
    • Globant (GLOB) downgraded to Hold from Buy at Jefferies, tgt $61
    • MarketAxess (MKTX) downgraded to Equal Weight from Overweight at Morgan Stanley, tgt $209
  • Others
    • AeroVironment (AVAV) initiated with an Overweight at Piper Sandler, tgt $391
    • Astera Labs (ALAB) initiated with an Outperform at BNP Paribas Exane, tgt $225
    • Belite Bio (BLTE) initiated with a Neutral at Mizuho, tgt $105
    • Bruker (BRKR) initiated with a Buy at Rothschild & Co Redburn, tgt $60
    • Femasys (FEMY) initiated with a Buy at Laidlaw, tgt $6.50
    • FireFly Aerospace (FLY) reinstated with a Neutral at Goldman, tgt $29
    • Hubbell (HUBB) initiated with a Neutral at UBS, tgt $450
    • IonQ (IONQ) initiated with a Neutral at JPMorgan, tgt $47
    • Lexeo Therapeutics (LXEO) initiated with an Overweight at Cantor Fitzgerald, tgt $19
    • Modine (MOD) initiated with a Buy at UBS, tgt $173
    • nVent Electric (NVT) initiated with a Buy at UBS, tgt $128
    • Opko Health (OPK) initiated with a Neutral at JPMorgan
    • Oric Pharmaceuticals (ORIC) initiated with an Outperform at Evercore ISI, tgt $25
    • Roper Technologies (ROP) initiated with an Overweight at Piper Sandler, tgt $600
    • Ryan Specialty (RYAN) initiated with a Neutral at Piper Sandler, tgt $60
    • Tarsus Pharmaceuticals (TARS) initiated with an Outperform at Mizuho, tgt $100
    • TopBuild (BLD) initiated with a Sector Perform at RBC Capital, tgt $410