>>> US Research Calls I

Research Calls I
  • Upgrades:
    • Ametek (AME) upgraded to Outperform from Neutral at Exane BNP Paribas; tgt $210
    • Bill.com (BILL) upgraded to Overweight from Equal-Weight at Morgan Stanley; tgt $95
    • BlackLine (BL) upgraded to Buy from Neutral at Citigroup; tgt $73
    • Blue Owl Capital (OWL) upgraded to Buy from Hold at TD Cowen; tgt $28
    • CACI Intl (CACI) upgraded to Buy from Hold at Jefferies; tgt $515
    • Canadian Nat'l Rail (CNI) upgraded to Buy from Hold at Stifel; tgt lowered to $120
    • Dana Inc (DAN) upgraded to Buy from Neutral at UBS; tgt raised to $18
    • Dexcom (DXCM) upgraded to Outperform from Neutral at Robert W. Baird; tgt raised to $104
    • DigitalOcean (DOCN) upgraded to Overweight from Equal-Weight at Morgan Stanley; tgt raised to $41
    • First Solar (FSLR) upgraded to Buy from Neutral at Seaport Research Partners; tgt $274
    • Freshworks (FRSH) upgraded to Outperform from Perform at Oppenheimer; tgt $22
    • Ingram Micro Holding Corp. (INGM) upgraded to Overweight from Equal-Weight at Morgan Stanley; tgt raised to $27
    • Monday.com (MNDY) upgraded to Buy from Neutral at Citigroup; tgt lowered to $298
    • Netflix (NFLX) upgraded to Buy from Neutral at Seaport Research Partners; tgt $955
    • OneStream (OS) upgraded to Overweight from Equal-Weight at Morgan Stanley; tgt $37
    • Paylocity (PCTY) upgraded to Buy from Neutral at Citigroup; tgt raised to $231
    • Rockwell Automation (ROK) upgraded to Overweight from Equal-Weight at Stephens; tgt raised to $350
    • UPS (UPS) upgraded to Buy from Neutral at BofA Securities; tgt $150
    • Zegna Group (ZGN) upgraded to Buy from Neutral at BofA Securities
  • Downgrades:
    • Advanced Micro Devices (AMD) downgraded to Peer Perform from Outperform at Wolfe Research
    • Ardagh Metal Packaging S.A. (AMBP) downgraded to Equal Weight from Overweight at Wells Fargo; tgt $3.35
    • Ball Corp (BALL) downgraded to Underweight from Equal Weight at Wells Fargo; tgt lowered to $49
    • Confluent (CFLT) downgraded to Equal-Weight from Overweight at Morgan Stanley; tgt lowered to $30
    • Datadog (DDOG) downgraded to Equal-Weight from Overweight at Morgan Stanley; tgt $143
    • Edwards Lifesciences (EW) downgraded to Underperform from Peer Perform at Wolfe Research; tgt $60
    • Enphase Energy (ENPH) downgraded to Hold from Buy at Truist; tgt lowered to $65
    • Intapp (INTA) downgraded to Neutral from Buy at Citigroup; tgt lowered to $78
    • Nokia (NOK) downgraded to Sell from Neutral at Goldman; tgt $3.60
    • PagSeguro Digital (PAGS) downgraded to Neutral from Buy at Citigroup; tgt lowered to $7
    • Piedmont Office Realty Trust (PDM) downgraded to Neutral from Outperform at Robert W. Baird; tgt $11
    • PROS Holdings (PRO) downgraded to Perform from Outperform at Oppenheimer
    • Regeneron Pharma (REGN) downgraded to Neutral from Buy at UBS; tgt lowered to $738
    • Southwest Air (LUV) downgraded to Sell from Neutral at Citigroup; tgt lowered to $29.50
    • StoneCo (STNE) downgraded to Neutral from Buy at Citigroup
  • Others:
    • AAR Corp (AIR) initiated with an Overweight at KeyBanc Capital Markets; tgt $83
    • Altria (MO) initiated with an Equal-Weight at Morgan Stanley; tgt $54
    • Commvault Systems (CVLT) initiated with an Overweight at KeyBanc Capital Markets; tgt $192
    • Expand Energy Corporation (EXE) initiated with an Overweight at JP Morgan; tgt $112
    • Genuine Parts (GPC) initiated with a Buy at Loop Capital; tgt $155
    • HEICO (HEI) initiated with a Sector Weight at KeyBanc Capital Markets
    • Interparfums (IPAR) initiated with a Buy at Canaccord Genuity; tgt $158
    • Mobileye Global (MBLY) initiated with an Outperform at Oppenheimer; tgt $28
    • MSC Industrial (MSM) initiated with an Outperform at Wolfe Research; tgt $95
    • Peakstone Realty Trust (PKST) initiated with a Buy at UBS; tgt $15
    • Philip Morris International (PM) initiated with an Overweight at Morgan Stanley; tgt $140
    • ResMed (RMD) initiated with a Buy at Goldman
    • Sally Beauty (SBH) initiated with a Buy at Canaccord Genuity; tgt $14
    • Sony (SONY) initiated with an Outperform at Bernstein
    • Strawberry Fields REIT (STRW) initiated with a Buy at Compass Point; tgt $14
    • Symbotic (SYM) initiated with a Outperform at Oppenheimer; tgt $35
    • TELUS Digital (TIXT) initiated with a Buy at Stifel; tgt $5