>>> US Research Calls I

Research Calls I
  • Upgrades
    • AMD (AMD) upgraded to Buy from Hold at Jefferies, tgt $300
    • Banc of California (BANC) upgraded to Strong Buy from Outperform at Raymond James, tgt $20
    • Brinker (EAT) upgraded to Overweight from Neutral at JPMorgan, tgt $175
    • Carlyle Secured (CGBD) upgraded to Outperform from Market Perform at Raymond James, tgt $15
    • Comerica (CMA) upgraded to Equal Weight from Underweight at Morgan Stanley, tgt $83
    • Edwards Lifesciences (EW) upgraded to Outperform from In Line at Evercore ISI, tgt $88
    • Elanco (ELAN) upgraded to Overweight from Neutral at JPMorgan, tgt $24
    • Emcor (EME) upgraded to Neutral from Sell at Goldman, tgt $676
    • Fifth Third (FITB) upgraded to Overweight from Equal Weight at Morgan Stanley, tgt $60
    • First Financial Bancorp (FFBC) upgraded to Outperform from Market Perform at Raymond James, tgt $30
    • Fulton Financial (FULT) upgraded to Outperform from Market Perform at Raymond James, tgt $21
    • Hologic (HOLX) upgraded to Outperform from In Line at Evercore ISI, tgt $78
    • MidCap Financial (MFIC) upgraded to Outperform from Market Perform at Raymond James, tgt $13.50
    • Morgan Stanley Direct Lending (MSDL) upgraded to Outperform at Raymond James, tgt $18.50
    • Netflix (NFLX) upgraded to Buy from Neutral at Seaport Research, tgt $1,385
    • ServisFirst (SFBS) upgraded to Outperform from Market Perform at Raymond James, tgt $95
    • Smurfit Westrock (SW) upgraded to Overweight from Equal Weight at Wells Fargo, tgt $52
    • Veeva (VEEV) upgraded to Buy from Hold at TD Cowen, tgt $380
  • Downgrades
    • ACNB Corp. (ACNB) downgraded to Market Perform from Outperform at Raymond James
    • Autoliv (ALV) downgraded to Neutral from Buy at UBS, tgt $124
    • Capital Southwest (CSWC) downgraded to Market Perform from Outperform at Raymond James
    • D.R. Horton (DHI) downgraded to In Line from Outperform at Evercore ISI, tgt $169
    • Dollar Tree (DLTR) downgraded to Underperform from Hold at Jefferies, tgt $70
    • Federal Realty (FRT) downgraded to Hold from Buy at Deutsche Bank, tgt $105
    • GE HealthCare (GEHC) downgraded to Neutral from Buy at Citigroup, tgt $83
    • GitLab (GTLB) downgraded to Neutral from Outperform at Mizuho, tgt $52
    • HBT Financial (HBT) downgraded to Market Perform from Outperform at Raymond James
    • KB Home (KBH) downgraded to In Line from Outperform at Evercore ISI, tgt $65
    • Meritage Homes (MTH) downgraded to In Line from Outperform at Evercore ISI, tgt $82
    • OneMain (OMF) downgraded to Neutral from Overweight at JPMorgan, tgt $57
    • Oportun Financial (OPRT) downgraded to Underweight from Neutral at JPMorgan, tgt $6
    • PennyMac (PFSI) downgraded to Market Perform from Outperform at Keefe Bruyette, tgt $129
    • PulteGroup (PHM) downgraded to In Line from Outperform at Evercore ISI, tgt $154
    • QuidelOrtho (QDEL) downgraded to Neutral from Buy at Citigroup, tgt $33
    • SLM (SLM) downgraded to Neutral from Overweight at JPMorgan, tgt $29
    • Synchrony (SYF) downgraded to Neutral from Overweight at JPMorgan, tgt $75
    • Toll Brothers (TOL) downgraded to In Line from Outperform at Evercore ISI, tgt $160
    • TRI Pointe (TPH) downgraded to In Line from Outperform at Evercore ISI, tgt $34
    • TrueCar (TRUE) downgraded to Hold from Buy at Needham
  • Others
    • AES Corp. (AES) initiated with an In Line at Evercore ISI, tgt $15
    • Alphabet (GOOGL) initiated with a Buy at HSBC, tgt $285
    • American Electric Power (AEP) initiated with an Outperform at Evercore ISI, tgt $133
    • Black Rock Coffee Bar (BRCB) initiated with an Outperform at William Blair
    • Black Rock Coffee Bar (BRCB) initiated with a Buy at Jefferies, tgt $30
    • Black Rock Coffee Bar (BRCB) initiated with a Neutral at JPMorgan, tgt $24
    • Black Rock Coffee Bar (BRCB) initiated with an Outperform at Robert W. Baird, tgt $32
    • Black Rock Coffee Bar (BRCB) initiated with an Overweight at Morgan Stanley, tgt $28
    • Black Rock Coffee Bar (BRCB) initiated with a Buy at Stifel, tgt $27
    • Bloom Energy (BE) initiated with an Outperform at Evercore ISI, tgt $100
    • Blaize (BZAI) initiated with a Buy at Roth Capital, tgt $8.50
    • Boost Run (BRUN) initiated with a Buy at DA Davidson, tgt $15
    • Brilliant Earth (BRLT) initiated with a Buy at B. Riley, tgt $3
    • CenterPoint Energy (CNP) initiated with an In Line at Evercore ISI, tgt $42
    • Clearway Energy (CWEN) initiated with an In Line at Evercore ISI, tgt $34
    • Dominion (D) initiated with an In Line at Evercore ISI, tgt $67
    • Duke Energy (DUK) initiated with an Outperform at Evercore ISI, tgt $143
    • Enphase Energy (ENPH) initiated with an In Line at Evercore ISI, tgt $40
    • Entergy (ETR) initiated with an In Line at Evercore ISI, tgt $98
    • Exelon (EXC) initiated with an Outperform at Evercore ISI, tgt $57
    • Federal Realty (FRT) initiated with an In Line at Evercore ISI, tgt $105
    • First Solar (FSLR) initiated with an In Line at Evercore ISI, tgt $240
    • Gemini Space Station (GEMI) initiated with a Buy at Rosenblatt, tgt $30
    • Gemini Space Station (GEMI) initiated with a Buy at Truist, tgt $31
    • Gemini Space Station (GEMI) initiated with a Market Perform at Keefe Bruyette, tgt $27
    • Gemini Space Station (GEMI) initiated with an Outperform at Mizuho, tgt $30
    • Gemini Space Station (GEMI) initiated with an Outperform at Evercore ISI, tgt $30
    • Gemini Space Station (GEMI) initiated with a Neutral at Citigroup, tgt $26
    • Gemini Space Station (GEMI) initiated with a Neutral at Goldman, tgt $25
    • IPG Photonics (IPGP) initiated with a Buy at Roth Capital, tgt $96
    • Legence (LGN) initiated with a Buy at BofA Securities, tgt $35
    • Legence (LGN) initiated with an Outperform at Wolfe Research, tgt $40
    • Legence (LGN) initiated with a Buy at BTIG Research, tgt $40
    • Legence (LGN) initiated with a Buy at Stifel, tgt $36
    • Legence (LGN) initiated with an Outperform at RBC Capital, tgt $36
    • Legence (LGN) initiated with a Buy at Rothschild & Co Redburn, tgt $35.50
    • Legence (LGN) initiated with a Hold at Jefferies, tgt $34
    • Legence (LGN) initiated with an Outperform at Bernstein, tgt $38
    • Legence (LGN) initiated with an Outperform at BMO Capital, tgt $36
    • Legence (LGN) initiated with a Buy at Goldman, tgt $37
    • MasTec (MTZ) initiated with a Buy at Clear Street, tgt $290
    • Micron (MU) initiated with an Outperform at Itau BBA, tgt $249
    • MSG Sports (MSGS) initiated with a Neutral at BTIG Research
    • Nexxen (NEXN) initiated with a Buy at BTIG Research, tgt $13
    • NextEra Energy (NEE) initiated with an Outperform at Evercore ISI, tgt $92
    • NiSource (NI) initiated with an In Line at Evercore ISI, tgt $45
    • OneSpaWorld (OSW) initiated with a Buy at Northcoast, tgt $28
    • Paychex (PAYX) initiated with an Equal Weight at Stephens, tgt $135
    • PPL Corp. (PPL) initiated with an Outperform at Evercore ISI, tgt $43
    • Public Service Enterprise Group (PEG) initiated with an In Line at Evercore ISI, tgt $83
    • Rogers Corp. (ROG) initiated with a Buy at Freedom Capital, tgt $97
    • Seadrill (SDRL) initiated with an Equal Weight at Barclays, tgt $33
    • Soleno Therapeutics (SLNO) initiated with a Buy at Goldman, tgt $125
    • Southern Company (SO) initiated with an In Line at Evercore ISI, tgt $103
    • Sphere Entertainment (SPHR) initiated with a Neutral at BTIG Research
    • Spire (SR) initiated with a Buy at Jefferies, tgt $92
    • Sempra Energy (SRE) initiated with an Outperform at Evercore ISI, tgt $105
    • Taboola (TBLA) initiated with a Neutral at BTIG Research
    • TKO Group (TKO) initiated with a Buy at BTIG Research, tgt $235
    • Via Transportation (VIA) initiated with an Overweight at Wells Fargo, tgt $60
    • Via Transportation (VIA) initiated with an Outperform at Oppenheimer, tgt $59
    • Via Transportation (VIA) initiated with an Outperform at William Blair
    • Via Transportation (VIA) initiated with an Outperform at Wolfe Research, tgt $60
    • Via Transportation (VIA) initiated with a Buy at Guggenheim, tgt $58
    • Via Transportation (VIA) initiated with an Equal Weight at Morgan Stanley, tgt $53
    • Via Transportation (VIA) initiated with an Outperform at Citizens JMP, tgt $59
    • Via Transportation (VIA) initiated with a Neutral at Goldman, tgt $50
    • Xcel Energy (XEL) initiated with an Outperform at Evercore ISI, tgt $92