>>> US Research Calls I

Research Calls I
  • Upgrades:
    • Agilent (A) upgraded to Outperform from In Line at Evercore ISI, tgt $160
    • Alerus Financial (ALRS) upgraded to Strong Buy from Outperform at Raymond James, tgt $27
    • American Tower (AMT) upgraded to Buy from Neutral at New Street, tgt $203
    • Arista Networks (ANET) upgraded to Overweight from Neutral at Piper Sandler, tgt $159
    • Arm (ARM) upgraded to Outperform from Neutral at Oddo BHF, tgt $170
    • ASML (ASML) upgraded to Outperform from Market Perform at Bernstein, tgt $1,528
    • Azenta (AZTA) upgraded to Outperform from In Line at Evercore ISI, tgt $50
    • Centene (CNC) upgraded to Overweight from Equal Weight at Barclays, tgt $54
    • Church & Dwight (CHD) upgraded to Outperform from Market Perform at Raymond James, tgt $100
    • Citizens Financial (CFG) upgraded to Overweight from Equal Weight at Barclays, tgt $77
    • Coinbase (COIN) upgraded to Buy from Neutral at Goldman, tgt $303
    • Continental AG (CTTAY) upgraded to Market Perform from Underperform at Bernstein
    • Costco (COST) upgraded to Outperform from Neutral at Mizuho, tgt $1,000
    • CoreWeave (CRWV) upgraded to Neutral from Underperform at DA Davidson, tgt $68
    • Cullen/Frost (CFR) upgraded to Outperform from Market Perform at Keefe Bruyette, tgt $150
    • Dover (DOV) upgraded to Buy from Neutral at UBS, tgt $256
    • Duolingo (DUOL) upgraded to Buy from Neutral at BofA Securities, tgt $250
    • Emerson (EMR) upgraded to Buy from Neutral at UBS, tgt $168
    • Enphase Energy (ENPH) upgraded to Sector Weight from Underweight at KeyBanc
    • Equitable Holdings (EQH) upgraded to Overweight from Neutral at JPMorgan, tgt $60
    • Excelerate Energy (EE) upgraded to Strong Buy from Outperform at Raymond James, tgt $36
    • F5 (FFIV) upgraded to Outperform from Sector Perform at RBC Capital, tgt $325
    • F5 (FFIV) upgraded to Overweight from Neutral at Piper Sandler, tgt $295
    • First Industrial Realty (FR) upgraded to Buy from Hold at Deutsche Bank, tgt $67
    • Hershey (HSY) upgraded to Equal Weight from Underweight at Wells Fargo, tgt $182
    • HII (HII) upgraded to Buy from Hold at Melius Research
    • IBM (IBM) upgraded to Buy from Hold at Jefferies, tgt $360
    • Intel (INTC) upgraded to Buy from Hold at Melius Research, tgt $50
    • iRhythm (IRTC) upgraded to Outperform from In Line at Evercore ISI, tgt $210
    • Ironwood Pharmaceuticals (IRWD) upgraded to Outperform from Market Perform at Citizens, tgt $8
    • Kinetik Holdings (KNTK) upgraded to Outperform from Market Perform at Raymond James, tgt $46
    • Marvell (MRVL) upgraded to Buy from Hold at Melius Research, tgt $135
    • Mobileye (MBLY) upgraded to Overweight from Equal Weight at Barclays, tgt $16
    • Moody's (MCO) upgraded to Buy from Hold at Stifel, tgt $574
    • Motorola Solutions (MSI) upgraded to Overweight from Neutral at Piper Sandler, tgt $443
    • Oscar Health (OSCR) upgraded to Equal Weight from Underweight at Barclays, tgt $18
    • Palo Alto Networks (PANW) upgraded to Neutral from Sell at Guggenheim
    • Pinnacle Financial (PNFP) upgraded to Overweight from Neutral at Piper Sandler, tgt $120
    • Procore (PCOR) upgraded to Overweight from Equal Weight at Barclays, tgt $90
    • Sight Sciences (SGHT) upgraded to Overweight from Neutral at Piper Sandler, tgt $9
    • Sonoco (SON) upgraded to Buy from Neutral at BofA Securities, tgt $60
    • Sunoco LP (SUN) upgraded to Strong Buy from Outperform at Raymond James, tgt $70
    • SunocoCorp (SUNC) upgraded to Strong Buy from Outperform at Raymond James, tgt $70
    • Tactile Systems (TCMD) upgraded to Overweight from Neutral at Piper Sandler, tgt $35
    • United Rentals (URI) upgraded to Buy from Neutral at UBS, tgt $1,025
    • Varonis (VRNS) upgraded to Overweight from Neutral at Piper Sandler, tgt $47
    • WaterBridge Infrastructure (WBI) upgraded to Strong Buy from Outperform at Raymond James, tgt $30
    • Woodward (WWD) upgraded to Buy from Hold at Melius Research
    • Zimmer Biomet (ZBH) upgraded to Outperform from In Line at Evercore ISI, tgt $210
  • Downgrades:
    • Adobe (ADBE) downgraded to Hold from Buy at Jefferies, tgt $400
    • Alstom (ALSMY) downgraded to Hold from Buy at Kepler Cheuvreux
    • AutoZone (AZO) downgraded to Neutral from Outperform at Mizuho, tgt $3,550
    • Avantor (AVTR) downgraded to In Line from Outperform at Evercore ISI, tgt $12
    • Bausch + Lomb (BLCO) downgraded to In Line from Outperform at Evercore ISI, tgt $18
    • Crown Castle (CCI) downgraded to Neutral from Buy at New Street, tgt $93
    • Domino's Pizza (DPZ) downgraded to Hold from Buy at TD Cowen, tgt $460
    • EastGroup Properties (EGP) downgraded to Hold from Buy at Deutsche Bank, tgt $185
    • Enterprise Products (EPD) downgraded to Outperform from Strong Buy at Raymond James, tgt $36
    • Eaton (ETN) downgraded to Neutral from Buy at UBS, tgt $360
    • eToro (ETOR) downgraded to Neutral from Buy at Goldman, tgt $39
    • EverCommerce (EVCM) downgraded to Sector Perform from Outperform at RBC Capital, tgt $12
    • Exact Sciences (EXAS) downgraded to In Line from Outperform at Evercore ISI, tgt $105
    • Exelixis (EXEL) downgraded to Underperform from Neutral at BofA Securities, tgt $41
    • Five9 (FIVN) downgraded to Neutral from Overweight at Piper Sandler, tgt $21
    • Fortive (FTV) downgraded to Underperform from Outperform at Mizuho, tgt $51
    • Guardant Health (GH) downgraded to In Line from Outperform at Evercore ISI, tgt $105
    • Gulfport Energy (GPOR) downgraded to Peer Perform from Outperform at Wolfe Research
    • Hess Midstream (HESM) downgraded to Market Perform from Outperform at Raymond James
    • Hologic (HOLX) downgraded to In Line from Outperform at Evercore ISI, tgt $78
    • Life360 (LIF) downgraded to Market Perform from Outperform at Citizens
    • MPLX (MPLX) downgraded to Market Perform from Outperform at Raymond James
    • Omnicom (OMC) downgraded to Underperform from Neutral at BofA Securities, tgt $77
    • PagerDuty (PD) downgraded to Sector Perform from Outperform at RBC Capital, tgt $15
    • Pentair (PNR) downgraded to Sell from Hold at TD Cowen, tgt $90
    • Principal Financial (PFG) downgraded to Neutral from Overweight at JPMorgan, tgt $103
    • Rapid7 (RPD) downgraded to Underweight from Equal Weight at Barclays, tgt $15
    • Roper Technologies (ROP) downgraded to Underperform from Neutral at Mizuho, tgt $419
    • RTX (RTX) downgraded to Neutral from Buy at UBS, tgt $199
    • SentinelOne (S) downgraded to Neutral from Overweight at Piper Sandler, tgt $17
    • State Street (STT) downgraded to Equal Weight from Overweight at Barclays, tgt $152
    • Truist Financial (TFC) downgraded to Underweight from Equal Weight at Barclays, tgt $56
    • Twilio (TWLO) downgraded to Neutral from Overweight at Piper Sandler, tgt $148
    • Uber (UBER) downgraded to Sell from Hold at Melius Research, tgt $73
  • Others:
    • Akari Therapeutics (AKTX) initiated with a Buy at Ladenburg, tgt $1
    • Bitmine Immersion (BMNR) initiated with an Overweight at Cantor Fitzgerald, tgt $39
    • Cardinal Infrastructure (CDNL) initiated with an Outperform at William Blair
    • Cardinal Infrastructure (CDNL) initiated with a Buy at Stifel, tgt $28
    • Compass Therapeutics (CMPX) initiated with an Outperform at William Blair
    • Eastern Bankshares (EBC) initiated with an Outperform at Hovde Group, tgt $22.50
    • Lumexa Imaging (LMRI) initiated with a Buy at Deutsche Bank, tgt $22
    • Lumexa Imaging (LMRI) initiated with an Outperform at Leerink, tgt $23
    • Lumexa Imaging (LMRI) initiated with an Outperform at Raymond James, tgt $23
    • Lumexa Imaging (LMRI) initiated with an Outperform at William Blair
    • Lumexa Imaging (LMRI) initiated with an Overweight at Wells Fargo, tgt $22
    • Lumexa Imaging (LMRI) initiated with a Buy at Jefferies, tgt $23
    • MediciNova (MNOV) initiated with a Buy at Lucid Capital, tgt $11
    • Pinnacle Financial (PNFP) initiated with a Neutral at DA Davidson, tgt $110
    • SharpLink Gaming (SBET) initiated with an Overweight at Cantor Fitzgerald, tgt $15
    • SuRo Capital (SSSS) initiated with a Buy at Lucid Capital, tgt $12
    • vTv Therapeutics (VTVT) initiated with a Buy at TD Cowen, tgt $67
    • Waters (WAT) initiated with an Outperform at William Blair
    • Watts Water (WTS) initiated with a Sector Perform at RBC Capital, tgt $288
    • Zurn Elkay Water (ZWS) initiated with a Sector Perform at RBC Capital, tgt $49