>>> US Research Calls I

Research Calls I
  • Upgrades:
    • Alcoa (AA) upgraded to Overweight from Equal Weight at Morgan Stanley, tgt $80
    • Canadian National Railway (CNI) upgraded to Buy from Neutral at BofA Securities, tgt $122
    • Capital One (COF) upgraded to Overweight from Neutral at JPMorgan, tgt $213
    • Carter's (CRI) upgraded to Neutral from Sell at Goldman, tgt $38
    • Datadog (DDOG) upgraded to Buy from Neutral at Guggenheim, tgt $175
    • Dow Inc. (DOW) upgraded to Overweight from Neutral at Alembic Global
    • HealthEquity (HQY) upgraded to Outperform from Market Perform at BMO Capital, tgt $105
    • LyondellBasell (LYB) upgraded to Overweight from Neutral at Alembic Global
    • Marvell (MRVL) upgraded to Overweight from Equal Weight at Barclays, tgt $150
    • Nexa Resources (NEXA) upgraded to Equal Weight from Underweight at Morgan Stanley
    • RenaissanceRe (RNR) upgraded to Overweight from Neutral at Cantor Fitzgerald, tgt $340
    • Staar Surgical (STAA) upgraded to Buy from Hold at Canaccord, tgt $27
    • Texas Instruments (TXN) upgraded to Buy from Hold at Stifel, tgt $250
    • United Community (UCB) upgraded to Outperform from Market Perform at Keefe Bruyette, tgt $40
  • Downgrades:
    • AES Corp. (AES) downgraded to Neutral from Positive at Susquehanna, tgt $15
    • Assertio (ASRT) downgraded to Neutral from Buy at H.C. Wainwright, tgt $18
    • Bitdeer (BTDR) downgraded to Neutral from Overweight at Cantor Fitzgerald, tgt $10
    • Blackstone Secured Lending Fund (BXSL) downgraded to Neutral from Buy at B. Riley Securities; tgt $24.50
    • Bullish (BLSH) downgraded to Neutral from Buy at Rosenblatt, tgt $39
    • Circle Internet (CRCL) downgraded to Sell from Neutral at Compass Point, tgt $77
    • Conagra Brands (CAG) downgraded to Neutral from Outperform at BNP Paribas, tgt $16
    • DiaSorin (DSRLF) downgraded to Neutral from Buy at UBS
    • GitLab (GTLB) downgraded to Neutral from Buy at Guggenheim
    • Hain Celestial (HAIN) downgraded to Market Perform from Outperform at William Blair
    • Hormel Foods (HRL) downgraded to Neutral from Overweight at JPMorgan, tgt $23
    • Kosmos (KOS) downgraded to Sell from Neutral at Goldman, tgt $2.25
    • Norsk Hydro (NHYDY) downgraded to Neutral from Buy at UBS
    • Shore Bancshares (SHBI) downgraded to Market Perform from Outperform at Keefe Bruyette, tgt $20
    • Telus (TU) downgraded to Hold from Buy at Canaccord
    • Tradeweb Markets (TW) downgraded to Hold from Buy at TD Cowen, tgt $129
    • Tronox (TROX) downgraded to Hold from Buy at Truist, tgt $9
    • Trustmark (TRMK) downgraded to Market Perform from Outperform at Keefe Bruyette, tgt $45
    • W. R. Berkley (WRB) downgraded to Neutral from Overweight at Cantor Fitzgerald, tgt $71
    • Zscaler (ZS) downgraded to Neutral from Buy at BTIG Research
  • Others:
    • Ameren (AEE) initiated with a Buy at BTIG Research, tgt $131
    • AppLovin (APP) initiated with an Outperform at Macquarie, tgt $710
    • ARS Pharmaceuticals (SPRY) initiated with an Outperform at Northland, tgt $25
    • Avalo Therapeutics (AVTX) initiated with an Outperform at Wolfe Research, tgt $48
    • BridgeBio (BBIO) initiated with an Outperform at RBC Capital, tgt $100
    • Brookdale Senior Living (BKD) initiated with an Overweight at Stephens, tgt $18
    • CI&T Inc (CINT) resumed with an Outperform at Wedbush; tgt $9
    • Cognizant (CTSH) initiated with a Neutral at Wedbush, tgt $61
    • CoreWeave (CRWV) assumed with an Overweight at Cantor Fitzgerald, tgt $149
    • Dell Technologies (DELL) initiated with a Peer Perform at Wolfe Research
    • Dianthus Therapeutics (DNTH) initiated with an Outperform at Wolfe Research, tgt $98
    • Digital Realty (DLR) initiated with an Overweight at Cantor Fitzgerald, tgt $211
    • Equinix (EQIX) initiated with an Overweight at Cantor Fitzgerald, tgt $1,173
    • Evergy (EVRG) initiated with a Buy at BTIG Resesarch, tgt $99
    • Fermi (FRMI) assumed with an Overweight at Cantor Fitzgerald, tgt $8
    • Globant (GLOB) initiated with an Outperform at Wedbush, tgt $61
    • Hovnanian (HOV) initiated with an Underperform at Citizens, tgt $74
    • Huron Consulting (HURN) resumed with an Outperform at Wedbush; tgt $160
    • Nebius (NBIS) initiated with an Overweight at Cantor Fitzgerald, tgt $129
    • NovaGold (NG) initiated with an Overweight at Morgan Stanley, tgt $13.80
    • Palisade Bio (PALI) initiated with an Outperform at Wolfe Research, tgt $7
    • Pharvaris (PHVS) initiated with an Outperform at Wolfe Research, tgt $42
    • Primoris Services (PRIM) initiated with an Outperform at Wolfe Research; tgt $183
    • REalloys (ALOY) initiated with a Buy at Clear Street, tgt $35
    • Rithm Capital (RITM) initiated with a Buy at Lucid Capital, tgt $12.50
    • SharonAI (SHAZ) initiated with an Overweight at Cantor Fitzgerald, tgt $40
    • Shenandoah Telecom (SHEN) initiated with a Buy at Craig Hallum; tgt $29
    • Unitil (UTL) initiated with a Sector Perform at Scotiabank, tgt $57
    • Wheaton Precious Metals (WPM) resumed with an Outperform at BMO Capital Markets; tgt $240
    • WhiteFiber (WYFI) initiated with a Neutral at Cantor Fitzgerald, tgt $13
    • Willdan Group (WLDN) initiated with an Outperform at Wedbush; tgt $110