>>> US Research Calls I

Research Calls I
  • Upgrades
    • Alector (ALEC) upgraded to Outperform from Neutral at Mizuho, tgt $3.50
    • Broadstone Net Lease (BNL) upgraded to Outperform from Peer Perform at Wolfe Research, tgt $19
    • Charter (CHTR) upgraded to Outperform from Market Perform at Bernstein, tgt $380
    • Hesai (HSAI) upgraded to Overweight from Equal Weight at Morgan Stanley, tgt $26
    • Mara Holdings (MARA) upgraded to Overweight from Neutral at JPMorgan, tgt $22
    • Netstreit (NTST) upgraded to Neutral from Underperform at BofA
    • Nike (NKE) upgraded to Overweight from Neutral at JPMorgan
    • PagerDuty (PD) upgraded to Buy from Hold at TD Cowen
    • Texas Instruments (TXN) upgraded to Outperform from Peer Perform at Wolfe Research
    • Textron (TXT) upgraded to Neutral from Sell at UBS, tgt $88
    • USCB Financial (USCB) upgraded to Outperform from Market Perform at Raymond James, tgt $20
    • Weatherford (WFRD) upgraded to Overweight from Neutral at Piper Sandler, tgt $73
  • Downgrades
    • American Eagle (AEO) downgraded to Underweight from Neutral at JPMorgan, tgt $9
    • BHP Group (BHP) downgraded to Market Perform from Outperform at BMO Capital
    • Bilibili (BILI) downgraded to Neutral from Overweight at JPMorgan, tgt $24
    • CapsoVision (CV) downgraded to Neutral from Buy at Guggenheim
    • Centene (CNC) downgraded to Neutral from Overweight at Cantor Fitzgerald, tgt $38
    • Cisco (CSCO) downgraded to In Line from Outperform at Evercore ISI, tgt $72
    • Core & Main (CNM) downgraded to Hold from Buy at Loop Capital, tgt $68
    • First Citizens (FCNCA) downgraded to Neutral from Overweight at Piper Sandler, tgt $2,150
    • GE Vernova (GEV) downgraded to Neutral from Buy at Guggenheim
    • GE Vernova (GEV) downgraded to Neutral from Outperform at Mizuho, tgt $670
    • Halliburton (HAL) downgraded to Neutral from Overweight at Piper Sandler, tgt $25
    • HCA Healthcare (HCA) downgraded to Peer Perform from Outperform at Wolfe Research
    • IREN (IREN) downgraded to Neutral from Overweight at JPMorgan, tgt $16
    • NetEase (NTES) downgraded to Neutral from Overweight at JPMorgan, tgt $140
    • Quanta Services (PWR) downgraded to Market Perform from Outperform at Bernstein, tgt $410
    • Remy Cointreau (REMYY) downgraded to Underweight from Equal Weight at Barclays
    • Riot Platforms (RIOT) downgraded to Neutral from Overweight at JPMorgan, tgt $15
    • Sarepta (SRPT) downgraded to Underweight from Equal Weight at Barclays, tgt $10
    • Synovus (SNV) downgraded to Market Perform from Outperform at Raymond James
    • Teck Resources (TECK) downgraded to Neutral from Buy at B. Riley
    • Tenet Healthcare (THC) downgraded to Peer Perform from Outperform at Wolfe Research
    • Titan America (TTAM) downgraded to Hold from Buy at Stifel, tgt $15
    • TRI Pointe (TPH) downgraded to Peer Perform from Outperform at Wolfe Research
  • Others
    • Accenture (ACN) initiated with a Reduce at HSBC, tgt $240
    • Allarity (ALLR) initiated with a Buy at Ascendiant, tgt $9
    • Almonty (ALM) initiated with a Buy at Alliance Global Partners
    • Ares Management (ARES) initiated with a Market Perform at Raymond James
    • Blue Owl Capital (OWL) initiated with a Market Perform at Raymond James
    • CapsoVision (CV) initiated with a Buy at Roth Capital, tgt $6
    • CapsoVision (CV) initiated with a Speculative Buy at Benchmark
    • CleanSpark (CLSK) initiated with a Buy at Ladenburg
    • CoastalSouth (COSO) initiated with an Overweight at Piper Sandler, tgt $26
    • Electronic Arts (EA) initiated with an Equal Weight at Wells Fargo, tgt $168
    • Enanta (ENTA) assumed with a Buy at H.C. Wainwright
    • Fold Holdings (FLD) initiated with an Overweight at Cantor Fitzgerald
    • Gold Fields (GFI) initiated with a Buy at Canaccord, tgt $33
    • Horace Mann (HMN) initiated with an Outperform at BMO Capital, tgt $48
    • Innate Pharma (IPHA) initiated with a Buy at BTIG, tgt $8
    • Intensity Therapeutics (INTS) initiated with a Buy at ThinkEquity
    • Lionsgate Studios (LION) initiated with a Buy at Benchmark
    • MongoDB (MDB) initiated with an Outperform at BMO Capital, tgt $280
    • MoonLake (MLTX) initiated with a Neutral at Rothschild & Co Redburn, tgt $65
    • Surgery Partners (SGRY) resumed with a Buy at BofA
    • Semler Scientific (SMLR) initiated with an Overweight at Cantor Fitzgerald
    • Take-Two (TTWO) initiated with an Overweight at Wells Fargo, tgt $265
    • Ultragenyx (RARE) assumed with a Buy at H.C. Wainwright
    • Vertiv (VRT) initiated with an Outperform at William Blair
    • Wave Life Sciences (WVE) initiated with an Outperform at Oppenheimer, tgt $24