>>> US Research Calls I

Research Calls I
  • Upgrades
    • AppFolio (APPF) upgraded to Market Perform from Underperform at Keefe Bruyette, tgt $267
    • CoreWeave (CRWV) upgraded to Buy from Neutral at Citigroup, tgt $160
    • eBay (EBAY) upgraded to Outperform from Market Perform at BMO Capital, tgt $102
    • Embraer (ERJ) upgraded to Outperform from Peer Perform at Wolfe Research, tgt $64
    • Ionis (IONS) upgraded to Overweight from Equal Weight at Morgan Stanley, tgt $62
    • L'Oreal (LRLCY) upgraded to Neutral from Underweight at JPMorgan
    • Microsoft (MSFT) upgraded to Overweight from Sector Weight at KeyBanc, tgt $630
    • Nucor (NUE) upgraded to Buy from Hold at Jefferies, tgt $170
    • Stifel Financial (SF) upgraded to Buy from Neutral at Citigroup, tgt $135
    • Teradyne (TER) upgraded to Equal Weight from Underweight at Morgan Stanley, tgt $100
    • Tigo Energy (TYGO) upgraded to Buy from Neutral at Roth Capital, tgt $3
  • Downgrades
    • Albany International (AIN) downgraded to Neutral from Outperform at Robert W. Baird, tgt $79
    • Align Technology (ALGN) downgraded to Equal Weight from Overweight at Morgan Stanley, tgt $154
    • Confluent (CFLT) downgraded to Hold from Buy at Stifel, tgt $21
    • Lam Research (LRCX) downgraded to Hold from Buy at Summit Insights
    • Novo Nordisk (NVO) downgraded to Hold from Buy at HSBC, tgt $57
    • Palo Alto Networks (PANW) downgraded to Sector Weight from Overweight at KeyBanc
    • Pulmonx (LUNG) downgraded to Neutral from Overweight at Piper Sandler, tgt $2.50
    • SPS Commerce (SPSC) downgraded to Hold from Buy at Loop Capital, tgt $120
    • Trane (TT) downgraded to Hold from Buy at HSBC, tgt $460
    • Tradeweb Markets (TW) downgraded to Neutral from Buy at Goldman
    • VF Corp. (VFC) downgraded to Underperform from Neutral at BNP Paribas Exane
    • Vodafone (VOD) downgraded to Sell from Neutral at Goldman, tgt $136
    • VYNE Therapeutics (VYNE) downgraded to Neutral from Buy at BTIG Research
    • ZimVie (ZIMV) downgraded to Neutral from Buy at B. Riley, tgt $19
  • Others
    • CytomX Therapeutics (CTMX) initiated with an Outperform at Oppenheimer, tgt $7
    • Galaxy Digital (GLXY) initiated with a Neutral at Goldman, tgt $30
    • MP Materials (MP) resumed with an Equal Weight at Morgan Stanley, tgt $65
    • NN, Inc. (NNBR) initiated with a Buy at B. Riley, tgt $4
    • Structure Therapeutics (GPCR) initiated with a Buy at Clear Street, tgt $61