>>> US Research Calls I

Research Calls I
  • Upgrades
    • Booking Holdings (BKNG) upgraded to Buy from Hold at Truist, tgt $5,750
    • Doximity (DOCS) upgraded to Buy from Neutral at BofA Securities, tgt $82
    • EastGroup Properties (EGP) upgraded to Outperform from Neutral at BNP Paribas Exane, tgt $207
    • Fate Therapeutics (FATE) upgraded to Outperform from Neutral at Wedbush, tgt $7
    • Five Below (FIVE) upgraded to Overweight from Neutral at JPMorgan, tgt $186
    • General Dynamics (GD) upgraded to Buy from Hold at Vertical Research, tgt $400
    • Glaukos (GKOS) upgraded to Overweight from Equal Weight at Wells Fargo, tgt $120
    • Honeywell (HON) upgraded to Outperform from Sector Perform at RBC Capital, tgt $253
    • Life Time Group (LTH) upgraded to Overweight from Equal Weight at Morgan Stanley, tgt $39
    • Microsoft (MSFT) upgraded to Buy from Neutral at Guggenheim, tgt $586
    • Mister Car Wash (MCW) upgraded to Overweight from Equal Weight at Stephens, tgt $6.25
    • Nicolet Bankshares (NIC) upgraded to Outperform from Market Perform at Keefe Bruyette, tgt $160
    • Replimune (REPL) upgraded to Buy from Neutral at H.C. Wainwright, tgt $12
    • Terex (TEX) upgraded to Outperform from Market Perform at Raymond James, tgt $70
    • Thor Industries (THO) upgraded to Market Perform from Underperform at Raymond James
    • Victoria's Secret (VSCO) upgraded to Neutral from Sell at Goldman, tgt $32
  • Downgrades
    • Berkshire Hathaway (BRK.A) downgraded to Underperform from Market Perform at Keefe Bruyette, tgt $700,000
    • First BanCorp (FBP) downgraded to Market Perform from Outperform at Keefe Bruyette, tgt $24
    • Harley-Davidson (HOG) downgraded to Underweight from Equal Weight at Morgan Stanley, tgt $25
    • MRC Global (MRC) downgraded to Hold from Buy at Loop Capital, tgt $16
    • Roper Technologies (ROP) downgraded to Sector Perform from Outperform at RBC Capital, tgt $539
    • TXNM Energy (TXNM) downgraded to Hold from Buy at Jefferies, tgt $61.25
    • Wolverine World Wide (WWW) downgraded to Hold from Buy at Williams Trading, tgt $27
  • Others
    • Amer Sports (AS) initiated with a Buy at Truist, tgt $42
    • AngloGold Ashanti (AU) initiated with a Buy at Citigroup, tgt $90
    • Array Digital Infrastructure (AD) initiated with an Outperform at RBC Capital, tgt $62
    • AstraZeneca (AZN) assumed with a Buy at Jefferies
    • AvePoint (AVPT) initiated with a Neutral at Robert W. Baird, tgt $17
    • Chefs' Warehouse (CHEF) initiated with an Overweight at Morgan Stanley, tgt $75
    • Civista Bancshares (CIVB) assumed with a Buy at DA Davidson, tgt $26
    • Commvault (CVLT) initiated with an Outperform at Robert W. Baird, tgt $215
    • DoorDash (DASH) reinstated with a Buy at Goldman, tgt $315
    • Dime Community (DCOM) assumed with a Buy at DA Davidson, tgt $36
    • Fermi (FRMI) initiated with an Overweight at Cantor Fitzgerald, tgt $27
    • Fermi (FRMI) initiated with a Buy at Rothschild & Co Redburn, tgt $31
    • Fermi (FRMI) initiated with a Buy at Stifel, tgt $29
    • Fermi (FRMI) initiated with a Buy at UBS, tgt $30
    • Fermi (FRMI) initiated with an Outperform at Mizuho, tgt $27
    • Interactive Brokers (IBKR) initiated with an Outperform at CICC, tgt $78
    • Keysight Technologies (KEYS) assumed with Hold from Buy at Jefferies, tgt $180
    • Neptune Insurance (NP) initiated with a Buy at Deutsche Bank, tgt $29
    • Neptune Insurance (NP) initiated with an Outperform at Evercore ISI, tgt $35
    • Neptune Insurance (NP) initiated with an Outperform at Raymond James, tgt $30
    • Neptune Insurance (NP) initiated with a Buy at TD Cowen, tgt $32
    • Neptune Insurance (NP) initiated with an Underperform at BofA Securities, tgt $21
    • Neptune Insurance (NP) initiated with an Equal Weight at Morgan Stanley, tgt $26
    • Neptune Insurance (NP) initiated with a Neutral at JPMorgan, tgt $25
    • Neptune Insurance (NP) initiated with an Underperform at Mizuho, tgt $23
    • Neptune Insurance (NP) initiated with a Market Perform at BMO Capital, tgt $25
    • Neptune Insurance (NP) initiated with a Buy at Goldman, tgt $30
    • Neptune Insurance (NP) initiated with a Market Perform at Keefe Bruyette, tgt $26
    • Neptune Insurance (NP) initiated with an Overweight at Piper Sandler, tgt $33
    • Netskope (NTSK) initiated with an Outperform at Robert W. Baird, tgt $27
    • Novo Nordisk (NVO) assumed with an Underperform at Jefferies
    • OceanFirst Financial (OCFC) assumed with a Buy at DA Davidson, tgt $19
    • Oruka Therapeutics (ORKA) initiated with a Buy at Guggenheim, tgt $60
    • Rapt Therapeutics (RAPT) initiated with a Buy at Guggenheim, tgt $70
    • SailPoint (SAIL) initiated with an Outperform at Robert W. Baird, tgt $26
    • Sky Harbour (SKYH) initiated with a Buy at BTIG Research, tgt $13
    • Robinhood Markets (HOOD) initiated with an Outperform at CICC, tgt $155