>>> US Research Calls I

Research Calls I
  • Upgrades
    • Air Lease (AL) upgraded to Buy from Neutral at Citigroup, tgt $68
    • Alliant Energy (LNT) upgraded to Buy from Hold at Jefferies; tgt $71
    • Blue Owl Capital (OWL) upgraded to Outperform from Market Perform at Keefe Bruyette, tgt $23
    • Celanese (CE) upgraded to Market Perform from Underperform at BMO Capital, tgt $55
    • Energy Recovery (ERII) upgraded to Buy from Hold at Fearnley, tgt $15
    • HP Enterprise (HPE) upgraded to Outperform from In Line at Evercore ISI, tgt $22
    • ImmunityBio (IBRX) upgraded to Overweight from Neutral at Piper Sandler, tgt $5
    • Kinetik Holdings (KNTK) upgraded to Buy from Neutral at Citigroup, tgt $55
    • Kroger (KR) upgraded to Hold from Sell at Melius Research, tgt $70
    • LivaNova (LIVN) upgraded to Outperform from Peer Perform at Wolfe Research, tgt $60
    • Loma Negra (LOMA) upgraded to Overweight from Equal Weight at Morgan Stanley, tgt $15
    • Mettler-Toledo (MTD) upgraded to Buy from Neutral at UBS, tgt $1,350
    • MKS Inc. (MKSI) upgraded to Buy from Hold at Deutsche Bank, tgt $110
    • Paramount Group (PGRE) upgraded to Outperform from In-line at Evercore ISI; tgt $8
  • Downgrades
    • AES Corp. (AES) downgraded to Underperform from Hold at Jefferies, tgt $9
    • Alcon (ALC) downgraded to Hold from Buy at Deutsche Bank
    • Asana (ASAN) downgraded to Underweight from Equal Weight at Morgan Stanley, tgt $14
    • ATI Inc. (ATI) downgraded to Sector Weight from Overweight at KeyBanc
    • Chubb (CB) downgraded to Hold from Buy at Deutsche Bank, tgt $303
    • Equinor (EQNR) downgraded to Hold from Buy at Berenberg
    • Equinor (EQNR) downgraded to Reduce from Hold at Kepler Cheuvreux
    • KLA Corp. (KLAC) downgraded to Hold from Buy at Deutsche Bank, tgt $790
    • MongoDB (MDB) downgraded to Hold from Buy at Loop Capital
    • Nutanix (NTNX) downgraded to Market Perform from Outperform at Raymond James
    • Onto Innovation (ONTO) downgraded to Hold from Buy at Jefferies, tgt $110
    • Prime Medicine (PRME) downgraded to Neutral from Buy at H.C. Wainwright
    • Prime Medicine (PRME) downgraded to Neutral from Overweight at JPMorgan
    • SBA Communications (SBAC) downgraded to Hold from Buy at Deutsche Bank, tgt $247
    • Vitesse (VTS) downgraded to Market Perform from Outperform at Northland Capital; tgt $19
    • Vivos Therapeutics (VVOS) downgraded to Neutral from Buy at Alliance Global Partners, tgt $2.25
    • Westlake (WLK) downgraded to Equal Weight from Overweight at Wells Fargo, tgt $76
    • ZIM Integrated Shipping (ZIM) downgraded to Neutral from Buy at Clarksons Platou; tgt $20
  • Others
    • Amgen (AMGN) assumed with a Neutral at Guggenheim, tgt $288
    • ArriVent BioPharma (AVBP) initiated with a Buy at JonesResearch; tgt $40
    • Banco BBVA Argentina (BBAR) initiated with a Market Perform at Itau BBA, tgt $18
    • Banco Macro (BMA) initiated with a Market Perform at Itau BBA, tgt $85
    • Cameco (CCJ) assumed with a Buy at Goldman, tgt $65
    • Capricor Therapeutics (CAPR) initiated with a Buy at Roth Capital, tgt $31
    • Grupo Financiero Galicia (GGAL) initiated with an Outperform at Itau BBA; tgt $70
    • Kymera Therapeutics (KYMR) resumed with a Buy at Stifel, tgt $55
    • Lionsgate Studios (LION) initiated with an Outperform at Raymond James, tgt $10
    • Metals Company (TMC) initiated with a Buy at H.C. Wainwright, tgt $5.50
    • Nuscale Power (SMR) initiated with a Neutral at Goldman, tgt $24
    • OneStream (OS) initiated with an Outperform at William Blair
    • QT Imaging (QTIH) initiated with a Buy at Ladenburg, tgt $3.40
    • SAP (SAP) initiated with an Overweight at Wells Fargo
    • SES AI (SES) initiated with an Overweight at Cantor Fitzgerald, tgt $2
    • Starz Entertainment (STRZ) initiated with an Outperform at Raymond James, tgt $19
    • TNL Mediagene (TNMG) initiated with a Speculative Buy at Benchmark, tgt $3.50
    • Zymeworks (ZYME) initiated with a Buy at TD Cowen