>>> US Research Calls I

Research Calls I
  • Upgrades
    • Bank of Hawaii (BOH) upgraded to Equal Weight from Underweight at Barclays, tgt $75
    • Bullish (BLSH) upgraded to Buy from Hold at Clear Street, tgt $57
    • Cintas (CTAS) upgraded to Neutral from Sell at Rothschild & Co Redburn, tgt $184
    • eToro Group (ETOR) upgraded to Buy from Hold at Deutsche Bank, tgt $45
    • Instacart (CART) upgraded to Outperform from Market Perform at BMO Capital, tgt $58
    • Kodiak Sciences (KOD) upgraded to Buy from Neutral at H.C. Wainwright, tgt $24
    • Linde (LIN) upgraded to Buy from Neutral at UBS, tgt $500
    • Qorvo (QRVO) upgraded to Neutral from Underperform at Mizuho, tgt $93
    • Roche Holding (RHHBY) upgraded to Hold from Sell at Deutsche Bank
    • Skyworks Solutions (SWKS) upgraded to Neutral from Underperform at Mizuho, tgt $73
    • Outfront Media (OUT) upgraded to Buy from Hold at TD Cowen, tgt $24
    • ViaSat (VSAT) upgraded to Overweight from Neutral at JPMorgan, tgt $50
  • Downgrades
    • CoreWeave (CRWV) downgraded to Neutral from Overweight at JPMorgan, tgt $110
    • Host Hotels (HST) downgraded to In Line from Outperform at Evercore ISI
    • Intellia Therapeutics (NTLA) downgraded to In Line from Outperform at Evercore ISI, tgt $8
    • Kite Realty Group (KRG) downgraded to Market Perform from Strong Buy at Raymond James
    • Marriott Vacations Worldwide (VAC) downgraded to Neutral from Outperform at Mizuho, tgt $58
    • Mosaic (MOS) downgraded to Neutral from Overweight at JPMorgan, tgt $26
    • SPS Commerce (SPSC) downgraded to Equal Weight from Overweight at Morgan Stanley, tgt $100
  • Others
    • Argan (AGX) initiated with a Buy at Goldman, tgt $397
    • Alkermes (ALKS) initiated with a Buy at Truist, tgt $50
    • BYD Co Ltd (BYDDY) initiated with a Neutral at Piper Sandler
    • CF Industries (CF) assumed with an Overweight at Wells Fargo, tgt $100
    • FG Nexus (FGNX) initiated with a Buy at Litchfield Hills, tgt $12
    • FMC Corp. (FMC) assumed with an Equal Weight at Wells Fargo, tgt $16
    • Keysight Technologies (KEYS) initiated with a Buy at UBS, tgt $220
    • Kosmos Energy (KOS) initiated with an Equal Weight at Stephens, tgt $1.75
    • Li Auto (LI) initiated with a Neutral at Piper Sandler, tgt $19
    • Mosaic (MOS) assumed with an Equal Weight at Wells Fargo, tgt $28
    • Nebius Group (NBIS) initiated with an Outperform at CICC, tgt $143
    • Nutrien (NTR) assumed with an Equal Weight at Wells Fargo, tgt $64
    • Signet Jewelers (SIG) initiated with an Overweight at Stephens, tgt $150
    • SunocoCorp (SUNC) initiated with a Buy at Citigroup; tgt $65
    • Waystar Holding Corp. (WAY) initiated with a Buy at Needham; tgt $46