Research Calls I
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Upgrades
- Alibaba (BABA) upgraded to Buy from Hold at Erste Group
- Bank of America (BAC) upgraded to Buy from Hold at Erste Group
- Caterpillar (CAT) upgraded to Buy from Hold at Erste Group
- Coinbase (COIN) upgraded to Buy from Neutral at Rothschild & Co Redburn, tgt $417
- Curbline Properties (CURB) upgraded to Overweight from Equal Weight at Morgan Stanley, tgt $27
- Delek US (DK) upgraded to Equal Weight from Underweight at Morgan Stanley, tgt $34
- Duke Energy (DUK) upgraded to Outperform from Sector Perform at Scotiabank, tgt $137
- Entergy (ETR) upgraded to Outperform from Sector Perform at Scotiabank, tgt $105
- Freeport-McMoRan (FCX) upgraded to Buy from Neutral at UBS, tgt $48
- Johnson & Johnson (JNJ) upgraded to Overweight from Equal Weight at Wells Fargo, tgt $212
- Knight-Swift (KNX) upgraded to Buy from Hold at Stifel, tgt $45
- Occidental Petroleum (OXY) upgraded to Outperform from Neutral at Mizuho, tgt $60
- Occidental Petroleum (OXY) upgraded to Buy from Hold at HSBC, tgt $55
- Schneider National (SNDR) upgraded to Buy from Hold at Stifel, tgt $25
- Woodward (WWD) upgraded to Outperform from Peer Perform at Wolfe Research, tgt $300
- Zillow Group (ZG) upgraded to Buy from Hold at Gordon Haskett, tgt $90
- Alibaba (BABA) upgraded to Buy from Hold at Erste Group
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Downgrades
- BlackBerry (BB) downgraded to Hold from Buy at TD Securities, tgt $5
- Boston Scientific (BSX) downgraded to Hold from Buy at Erste Group
- Bumble (BMBL) downgraded to Neutral from Buy at Goldman, tgt $7
- Celestica (CLS) downgraded to Hold from Buy at TD Securities, tgt $238
- Corteva (CTVA) downgraded to Sector Weight from Overweight at KeyBanc
- DTE Energy (DTE) downgraded to Sector Perform from Outperform at Scotiabank, tgt $147
- Hecla Mining (HL) downgraded to Sell from Neutral at Roth Capital, tgt $8.75
- L'Oreal (LRLCY) downgraded to Hold from Buy at Erste Group
- PBF Energy (PBF) downgraded to Underweight from Equal Weight at Morgan Stanley, tgt $27
- PayPal (PYPL) downgraded to Peer Perform from Outperform at Wolfe Research
- RLJ Lodging Trust (RLJ) downgraded to Neutral from Outperform at Robert W. Baird, tgt $7.50
- Southern Company (SO) downgraded to Sector Perform from Outperform at Scotiabank, tgt $99
- Tronox (TROX) downgraded to Neutral from Overweight at JPMorgan
- Valero Energy (VLO) downgraded to Equal Weight from Overweight at Morgan Stanley, tgt $175
- BlackBerry (BB) downgraded to Hold from Buy at TD Securities, tgt $5
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Others
- Ameriprise (AMP) initiated with a Market Perform at BMO Capital, tgt $525
- Apollo Global (APO) initiated with a Market Perform at BMO Capital, tgt $132
- Ares Management (ARES) initiated with a Market Perform at BMO Capital, tgt $156
- BAE Systems (BAESY) reinstated with a Buy at Erste Group
- BNY Mellon (BK) initiated with an Outperform at BMO Capital, tgt $125
- BlackRock (BLK) initiated with an Outperform at BMO Capital, tgt $1,280
- Blackstone (BX) initiated with an Outperform at BMO Capital, tgt $190
- Carlyle (CG) initiated with an Outperform at BMO Capital, tgt $74
- Charles Schwab (SCHW) initiated with an Outperform at BMO Capital, tgt $110
- Circle Internet (CRCL) initiated with a Neutral at Rothschild & Co Redburn, tgt $136
- Cognyte (CGNT) initiated with a Buy at Roth Capital, tgt $14
- Colgate-Palmolive (CL) assumed with a Neutral at Piper Sandler, tgt $84
- Descartes Systems (DSGX) resumed with a Buy at TD Securities, tgt $121
- Docebo (DCBO) resumed with a Buy at TD Securities, tgt $37
- Evercore (EVR) initiated with a Market Perform at BMO Capital, tgt $358
- Franklin Resources (BEN) initiated with an Outperform at BMO Capital, tgt $26
- Goldman Sachs (GS) initiated with a Market Perform at BMO Capital, tgt $785
- Hamilton Lane (HLNE) initiated with an Outperform at BMO Capital, tgt $150
- Houlihan Lokey (HLI) initiated with an Outperform at BMO Capital, tgt $230
- I-Mab (IMAB) initiated with an Outperform at Leerink, tgt $9
- Invesco (IVZ) initiated with an Outperform at BMO Capital, tgt $28
- Interactive Brokers (IBKR) initiated with an Outperform at BMO Capital, tgt $82
- Janus Henderson (JHG) initiated with an Outperform at BMO Capital, tgt $52
- Jefferies Financial (JEF) initiated with a Market Perform at BMO Capital, tgt $69
- Lazard (LAZ) initiated with a Market Perform at BMO Capital, tgt $56
- LPL Financial (LPLA) initiated with an Outperform at BMO Capital, tgt $365
- Moelis (MC) initiated with a Market Perform at BMO Capital, tgt $74
- Morgan Stanley (MS) initiated with an Outperform at BMO Capital, tgt $180
- Northern Trust (NTRS) initiated with a Market Perform at BMO Capital, tgt $142
- PJT Partners (PJT) initiated with an Outperform at BMO Capital, tgt $205
- Procore (PCOR) initiated with a Buy at Berenberg, tgt $84
- RLI Corp. (RLI) initiated with a Hold at Truist, tgt $62
- Raymond James (RJF) initiated with a Market Perform at BMO Capital, tgt $180
- Red Cat (RCAT) initiated with a Buy at Needham, tgt $17
- Shopify (SHOP) resumed with a Hold at TD Securities, tgt $156
- State Street (STT) initiated with an Outperform at BMO Capital, tgt $130
- Stepstone Group (STEP) initiated with an Outperform at BMO Capital, tgt $74
- Stifel Financial (SF) initiated with a Market Perform at BMO Capital, tgt $121
- T. Rowe Price (TROW) initiated with a Market Perform at BMO Capital, tgt $108
- TPG (TPG) initiated with an Outperform at BMO Capital, tgt $65
- Trimble (TRMB) initiated with a Buy at Berenberg, tgt $95
- Uniti Group (UNIT) reinstated with an Equal Weight at Barclays, tgt $6
- WEC Energy (WEC) initiated with a Buy at Citigroup, tgt $131
- Ameriprise (AMP) initiated with a Market Perform at BMO Capital, tgt $525