Research Calls I
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Upgrades
- CenterPoint Energy (CNP) upgraded to Equal Weight from Underweight at Barclays, tgt $37
- Investar Holding (ISTR) upgraded to Overweight from Neutral at Piper Sandler, tgt $22
- Marriott Vacations (VAC) upgraded to Equal Weight from Underweight at Morgan Stanley, tgt $57
- PagBank (PAGS) upgraded to Buy from Neutral at Citigroup, tgt $10
- Public Storage (PSA) upgraded to Buy from Neutral at BofA Securities, tgt $368
- Sportradar (SRAD) upgraded to Buy from Underperform at BofA Securities, tgt $28
- StoneCo (STNE) upgraded to Buy from Neutral at Citigroup, tgt $15
- Verra Mobility (VRRM) upgraded to Outperform from Neutral at Robert W. Baird, tgt $27
- CenterPoint Energy (CNP) upgraded to Equal Weight from Underweight at Barclays, tgt $37
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Downgrades
- Ambev (ABEV) downgraded to Neutral from Buy at UBS
- Alliant Energy (LNT) downgraded to Underweight from Equal Weight at Barclays, tgt $61
- Comerica (CMA) downgraded to Underperform from In Line at Evercore ISI, tgt $50
- Comerica (CMA) downgraded to Underweight from Neutral at JPMorgan, tgt $52
- eBay (EBAY) downgraded to Market Perform from Outperform at Bernstein, tgt $65
- Equinor (EQNR) downgraded to Underperform from Sector Perform at RBC Capital
- Frontdoor (FTDR) downgraded to Neutral from Overweight at JPMorgan, tgt $40
- Kraft Heinz (KHC) downgraded to Market Perform from Outperform at Bernstein, tgt $31
- Macy's (M) downgraded to Neutral from Buy at Goldman, tgt $12
- Resideo (REZI) downgraded to Neutral from Overweight at JPMorgan, tgt $16
- Stellantis (STLA) downgraded to Neutral from Buy at Redburn Atlantic
- Texas Instruments (TXN) downgraded to Underweight from Equal Weight at Barclays, tgt $125
- Torrid (CURV) downgraded to Sell from Neutral at Goldman, tgt $4
- UPS (UPS) downgraded to Equal Weight from Overweight at Wells Fargo, tgt $98
- UnitedHealth (UNH) downgraded to Hold from Buy at HSBC, tgt $490
- Utz Brands (UTZ) downgraded to Hold from Buy at TD Cowen, tgt $15
- Y-mAbs Therapeutics (YMAB) downgraded to Underperform from Neutral at BofA Securities, tgt $3
- Ziff Davis (ZD) downgraded to Neutral from Overweight at JPMorgan, tgt $33
- Ambev (ABEV) downgraded to Neutral from Buy at UBS
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Others
- Amcor (AMCR) initiated with a Market Perform at Raymond James
- Amgen (AMGN) assumed at Neutral from Overweight at Cantor Fitzgerald, tgt $305
- American Water (AWK) initiated with an Underweight at Barclays, tgt $138
- Avery Dennison (AVY) initiated with a Hold at Jefferies, tgt $175
- Blaize (BZAI) initiated with a Neutral at Rosenblatt, tgt $3
- Bristol Myers (BMY) initiated with an Overweight at Piper Sandler
- Comstock Resources (CRK) initiated with a Neutral at UBS, tgt $19
- CoreWeave (CRWV) initiated with a Buy at BofA Securities, tgt $42
- CoreWeave (CRWV) initiated with a Hold at Melius Research, tgt $40
- CoreWeave (CRWV) initiated with an Equal Weight at Wells Fargo, tgt $41
- CoreWeave (CRWV) initiated with an Outperform at Mizuho, tgt $46
- CoreWeave (CRWV) initiated with a Buy at Stifel, tgt $55
- CoreWeave (CRWV) initiated with a Neutral at Citigroup, tgt $43
- CoreWeave (CRWV) initiated with an Overweight at JPMorgan, tgt $43
- CoreWeave (CRWV) initiated with an Equal Weight at Morgan Stanley, tgt $46
- CoreWeave (CRWV) initiated with an Overweight at Barclays, tgt $48
- CoreWeave (CRWV) initiated with a Neutral at Goldman, tgt $54
- CoreWeave (CRWV) initiated with a Buy at Jefferies, tgt $51
- Eli Lilly (LLY) initiated with an Overweight at Cantor Fitzgerald, tgt $975
- Gilead (GILD) assumed at Overweight from Neutral at Cantor Fitzgerald, tgt $125
- Global Net Lease (GNL) transferred with Neutral rating at B. Riley, tgt $8
- Gulfport Energy (GPOR) initiated with a Buy at UBS, tgt $215
- HubSpot (HUBS) initiated with an Outperform at Exane BNP Paribas, tgt $700
- Magnolia Oil & Gas (MGY) initiated with a Buy at UBS, tgt $26
- Matador (MTDR) initiated with a Neutral at UBS, tgt $47
- Modiv (MDV) transferred with Buy rating at B. Riley, tgt $18
- Molina Healthcare (MOH) initiated with an Outperform at Bernstein, tgt $414
- OneStream (OS) initiated with an Outperform at Exane BNP Paribas, tgt $30
- Regeneron (REGN) assumed at Overweight from Neutral at Cantor Fitzgerald, tgt $695
- RMR Group (RMR) transferred with Buy rating at B. Riley, tgt $24
- Service Properties (SVC) transferred with Neutral rating at B. Riley, tgt $2
- Sonoco (SON) initiated with a Buy at Jefferies, tgt $62
- Telefonica (TEF) initiated with a Market Perform at Bernstein
- Vaxcyte (PCVX) initiated with an Overweight at Cantor Fitzgerald
- Vertex (VERX) initiated with an Outperform at Exane BNP Paribas, tgt $54
- Vertex Pharmaceuticals (VRTX) assumed with an Overweight at Cantor Fitzgerald, tgt $535
- Workiva (WK) initiated with an Outperform at Exane BNP Paribas, tgt $100
- Amcor (AMCR) initiated with a Market Perform at Raymond James