>>> US Research Calls I

Research Calls I
  • Upgrades:
    • Banco Macro (BMA) upgraded to Buy from Hold at HSBC, tgt $85
    • Devon Energy (DVN) upgraded to Strong Buy from Outperform at Raymond James, tgt $72
    • L'Oreal (LRLCY) upgraded to Neutral from Underperform at BNP Paribas Exane
    • Grupo Aeroportuario del Pacifico (PAC) upgraded to Outperform from Neutral at Bradesco BBI, tgt $285
    • Twist Bioscience (TWST) upgraded to Outperform from Market Perform at Leerink Partners; tgt $70
    • UFP Industries (UFPI) upgraded to Outperform from Market Perform at BMO Capital, tgt $108
    • Ulta Beauty (ULTA) upgraded to Buy from Neutral at BofA Securities, tgt $685
  • Downgrades:
    • Amgen (AMGN) downgraded to Hold from Buy at Erste Group
    • Cogent Communications (CCOI) downgraded to Overweight from Neutral at JPMorgan, tgt $22
    • Fermi (FRMI) downgraded to Neutral from Buy at UBS, tgt $6
    • Inspire Medical Systems (INSP) downgraded to Neutral from Buy at BofA Securities, tgt $53
    • Inspire Medical Systems (INSP) downgraded to Neutral from Overweight at Piper Sandler, tgt $55
    • James River Group Holdings (JRVR) downgraded to Market Perform from Outperform at Citizens
    • Roblox (RBLX) downgraded to Neutral from Overweight at Piper Sandler, tgt $50
    • Shell plc (SHEL) downgraded to Hold from Buy at Erste Group
    • Tractor Supply Company (TSCO) downgraded to Neutral from Overweight at Piper Sandler, tgt $36
    • Verizon (VZ) downgraded to Hold from Buy at Erste Group
  • Others:
    • AbCellera Biologics (ABCL) initiated with an Overweight at Cantor Fitzgerald; tgt $7
    • ACM Research (ACMR) initiated with a Buy at Seaport Research, tgt $75
    • Aclaris Therapeutics (ACRS) initiated with a Buy at Guggenheim, tgt $12
    • Adicet Bio (ACET) assumed with a Buy at Jefferies, tgt $19
    • Alto Neuroscience (ANRO) initiated with a Buy at BofA Securities, tgt $35
    • Apollo Commercial Real Estate (ARI) resumed with a Neutral at BofA Securities; tgt $11.50
    • Applied Materials (AMAT) initiated with a Buy at Seaport Research, tgt $500
    • Biomea Fusion (BMEA) initiated with an Outperform at Citizens, tgt $9
    • Climb Bio (CLYM) initiated with a Buy at Chardan, tgt $22
    • Constellium (CSTM) initiated with a Buy at UBS, tgt $38
    • Eaton (ETN) initiated with a Buy at Erste Group
    • Energy Vault (NRGV) initiated with an Overweight at Cantor Fitzgerald; tgt $7
    • Full Truck Alliance (YMM) initiated with a Buy at BofA Securities, tgt $11.30
    • GoDaddy (GDDY) assumed with a Neutral at UBS, tgt $100
    • Home Depot (HD) resumed with a Buy at BofA Securities; tgt $374
    • Kaiser Aluminum (KALU) initiated with a Neutral at UBS, tgt $176
    • Lam Research (LRCX) initiated with a Buy at Seaport Research, tgt $300
    • Lowe's (LOW) resumed with a Neutral at BofA Securities
    • Sionna Therapeutics (SION) initiated with an Outperform at Wedbush, tgt $53
    • Tesco PLC (TSCDY) initiated with a Buy at Erste Group
    • Ultra Clean (UCTT) initiated with a Buy at UBS, tgt $130