>>> US Research Calls I

Research Calls I
  • Upgrades:
    • Banco Bilbao Vizcaya Argentaria (BBVA) upgraded to Hold from Reduce at Kepler
    • Check Point Software (CHKP) upgraded to Outperform from Neutral at Robert W. Baird; tgt raised to $255
    • EVERTEC (EVTC) upgraded to Neutral from Negative at Susquehanna; tgt raised to $30
    • Freeport-McMoRan (FCX) upgraded to Buy from Hold at Jefferies; tgt raised to $48
    • Kilroy Realty (KRC) upgraded to Overweight from Equal Weight at Barclays; tgt raised to $44
    • Pebblebrook Hotel Trust (PEB) upgraded to Outperform from Mkt Perform at Raymond James; tgt $14
    • Spok (SPOK) upgraded to Buy from Neutral at B. Riley Securities; tgt raised to $20
    • Steel Dynamics (STLD) upgraded to Peer Perform from Underperform at Wolfe Research
    • Sterling Infrastructure (STRL) upgraded to Buy from Neutral at DA Davidson; tgt $185
    • Triumph Financial (TFIN) upgraded to Mkt Perform from Underperform at Keefe Bruyette; tgt lowered to $74
    • Westlake Corporation (WLK) upgraded to Neutral from Underweight at JP Morgan; tgt lowered to $110
  • Downgrades:
    • Arhaus (ARHS) downgraded to Neutral from Overweight at Piper Sandler; tgt lowered to $12
    • AvidXchange (AVDX) downgraded to Sector Weight from Overweight at KeyBanc Capital Markets
    • Constellation Brands (STZ) downgraded to Equal-Weight from Overweight at Morgan Stanley; tgt lowered to $202
    • Geron (GERN) downgraded to Neutral from Buy at B. Riley Securities; tgt lowered to $2
    • Global Blue (GB) downgraded to Perform from Outperform at Oppenheimer
    • Goldman Sachs (GS) downgraded to Mkt Perform from Outperform at Keefe Bruyette; tgt lowered to $660
    • NVIDIA (NVDA) downgraded to Hold from Buy at Summit Insights
    • Olin (OLN) downgraded to Neutral from Overweight at JP Morgan; tgt lowered to $28
    • Sempra Energy (SRE) downgraded to Equal Weight from Overweight at Barclays; tgt lowered to $72
    • Standard BioTools (LAB) downgraded to Sector Weight from Overweight at KeyBanc Capital Markets
    • Taboola (TBLA) downgraded to Neutral from Buy at B. Riley Securities; tgt lowered to $4
    • Taboola (TBLA) downgraded to Market Perform from Outperform at Citizens JMP
  • Others:
    • Certara (CERT) initiated with a Buy at TD Cowen; tgt $16
    • COMPASS Pathways (CMPS) initiated with a Buy at Stifel; tgt $11
    • Disc Medicine (IRON) initiated with a Buy at TD Cowen
    • Hannon Armstrong Sust. Infr. (HASI) initiated with an Overweight at Wells Fargo; tgt $33
    • Millrose Properties (MRP) initiated with a Buy at Goldman; tgt $25
    • Plumas Bancorp (PLBC) initiated with an Overweight at Piper Sandler; tgt $60
    • Sandisk (SNDK) initiated with a Mkt Perform at Raymond James
    • Super Micro Computer (SMCI) resumed with an Equal Weight at Barclays; tgt $59