>>> US Research Calls I

Research Calls I
  • Upgrades:
    • AptarGroup (ATR) upgraded to Buy from Hold at DBS Bank
    • Cisco (CSCO) upgraded to Buy from Neutral at Citigroup; tgt raised to $62
    • Cognex (CGNX) upgraded to Overweight from Equal-Weight at Stephens; tgt raised to $55
    • Corteva (CTVA) upgraded to Buy from Neutral at BofA Securities; tgt raised to $67
    • Grainger (GWW) upgraded to Outperform from Neutral at Robert W. Baird; tgt raised to $1230
    • NovoCure (NVCR) upgraded to Buy from Neutral at H.C. Wainwright; tgt raised to $30
    • Universal Health (UHS) upgraded to Buy from Hold at TD Cowen; tgt raised to $283
    • Wesco (WCC) upgraded to Outperform from Neutral at Robert W. Baird; tgt raised to $550
    • Westlake Corporation (WLK) upgraded to Neutral from Underperform at BofA Securities; tgt raised to $159
  • Downgrades:
    • Carrier Global (CARR) downgraded to Equal-Weight from Overweight at Stephens; tgt raised to $85
    • CF Industries (CF) downgraded to Underperform from Neutral at BofA Securities; tgt $83
    • Eastman Chemical (EMN) downgraded to Neutral from Buy at BofA Securities; tgt raised to $119
    • Emerson (EMR) downgraded to Equal-Weight from Overweight at Stephens; tgt lowered to $120
    • Enphase Energy (ENPH) downgraded to Neutral from Positive at Susquehanna; tgt lowered to $104
    • Estee Lauder (EL) downgraded to Hold from Buy at HSBC Securities; tgt $100
    • L'Oreal (LRLCY) downgraded to Underweight from Neutral at JP Morgan
    • Omnicom (OMC) downgraded to Equal Weight from Overweight at Wells Fargo; tgt raised to $110
    • Piedmont Lithium (PLL) downgraded to Underperform from Neutral at Macquarie; tgt $7.80
    • Sitio Royalties Corp. (STR) downgraded to Sector Weight from Overweight at KeyBanc Capital Markets
    • Yum! Brands (YUM) downgraded to Hold from Buy at TD Cowen; tgt lowered to $145
  • Others:
    • Advance Auto (AAP) resumed with a Neutral at ROTH MKM; tgt $40
    • Antero Resources (AR) initiated with a Neutral at UBS; tgt $33
    • Apellis Pharmaceuticals (APLS) initiated with an Outperform at William Blair
    • Asure Software (ASUR) initiated with an Overweight at Stephens; tgt $13
    • Autodesk (ADSK) initiated with an Overweight at Wells Fargo; tgt $340
    • Benitec Biopharma (BNTC) initiated with an Outperform at Oppenheimer; tgt $35
    • Brookdale Senior Living (BKD) initiated with a Buy at Jefferies; tgt $8
    • Burke & Herbert Financial Services Corp. (BHRB) initiated with a Buy at DA Davidson; tgt $76
    • California Resources Corp (CRC) initiated with a Buy at UBS; tgt $68
    • Chord Energy (CHRD) initiated with a Buy at UBS; tgt $168
    • Civitas Resources (CIVI) initiated with a Neutral at UBS; tgt $60
    • Freshworks (FRSH) initiated with an Equal Weight at Wells Fargo; tgt $11
    • Instacart (CART) initiated with a Hold at Jefferies; tgt $43
    • Klaviyo (KVYO) initiated with an Equal Weight at Wells Fargo; tgt $37
    • Larimar Therapeutics (LRMR) initiated with an Outperform at Oppenheimer; tgt $26
    • O'Reilly Auto (ORLY) resumed with a Buy at ROTH MKM; tgt $1337
    • Paycor (PYCR) initiated with an Overweight at Stephens; tgt $18
    • Qualcomm (QCOM) added to 30-day negative catalyst watch at Citigroup
    • Qualys (QLYS) initiated with a Hold at Jefferies; tgt $135
    • Rapid7 (RPD) initiated with a Buy at Jefferies; tgt $50
    • RLI Corp (RLI) initiated with a Perform at Oppenheimer
    • Tenable (TENB) initiated with a Hold at Jefferies; tgt $45
    • Veracyte (VCYT) initiated with a Buy at UBS; tgt $43
    • Voyager Therapeutics (VYGR) initiated with an Outperform at Leerink Partners; tgt $15
    • Walt Disney (DIS) initiated with a Neutral at Piper Sandler; tgt $95