>>> US Research Calls I

Research Calls I
  • Upgrades
    • Ally Financial (ALLY) upgraded to Neutral from Sell at BTIG Research
    • American Axle (AXL) upgraded to Buy from Neutral at UBS, tgt $7
    • Global Payments (GPN) upgraded to Buy from Hold at TD Cowen, tgt $84
    • Hyatt (H) upgraded to Buy from Hold at Deutsche Bank
    • MasterCard (MA) upgraded to Buy from Neutral at Seaport Research, tgt $616
    • MVB Financial (MVBF) upgraded to Outperform from Market Perform at Hovde Group, tgt $28
    • nCino (NCNO) upgraded to Outperform from Neutral at Robert W. Baird, tgt $38
    • Omega Healthcare (OHI) upgraded to Overweight from Equal Weight at Wells Fargo, tgt $41
    • PayPal (PYPL) upgraded to Neutral from Sell at Seaport Research
    • Paymentus (PAY) upgraded to Outperform from Market Perform at Raymond James, tgt $84
    • SolarEdge (SEDG) upgraded to Equal Weight from Underweight at Barclays
    • Stitch Fix (SFIX) upgraded to Outperform from Market Perform at William Blair
    • Synchrony (SYF) upgraded to Buy from Neutral at BTIG Research, tgt $100
    • Visteon (VC) upgraded to Buy from Neutral at UBS, tgt $142
    • WK Kellogg (KLG) upgraded to Hold from Sell at TD Cowen, tgt $23
  • Downgrades
    • Affirm (AFRM) downgraded to Neutral from Buy at BTIG Research
    • Ametek (AME) downgraded to Hold from Buy at Melius Research, tgt $192
    • Best Buy (BBY) downgraded to Neutral from Overweight at Piper Sandler, tgt $75
    • Borr Drilling (BORR) downgraded to Neutral from Buy at BTIG Research
    • Church & Dwight (CHD) downgraded to Sell from Neutral at Rothschild & Co Redburn, tgt $83
    • CrowdStrike (CRWD) downgraded to Equal Weight from Overweight at Morgan Stanley, tgt $495
    • Enlight Renewable (ENLT) downgraded to Underperform from Neutral at Mizuho, tgt $21
    • Evercore (EVR) downgraded to Market Perform from Outperform at Citizens JMP
    • Ferrovial (FER) downgraded to Neutral from Outperform at Grupo Santander
    • Fluence Energy (FLNC) downgraded to Neutral from Outperform at Mizuho, tgt $10
    • Goldman Sachs (GS) downgraded to Market Perform from Outperform at Citizens JMP
    • Henry Schein (HSIC) downgraded to Neutral from Outperform at Robert W. Baird, tgt $72
    • Ingersoll-Rand (IR) downgraded to Hold from Buy at Melius Research, tgt $93
    • Intapp (INTA) downgraded to Underweight from Equal Weight at Barclays, tgt $44
    • KKR (KKR) downgraded to Market Perform from Outperform at Citizens JMP
    • MiNK Therapeutics (INKT) downgraded to Market Perform from Outperform at William Blair
    • Nextracker (NXT) downgraded to Neutral from Outperform at Mizuho, tgt $65
    • Oscar Health (OSCR) downgraded to Neutral from Overweight at Piper Sandler, tgt $14
    • Procter & Gamble (PG) downgraded to In Line from Outperform at Evercore ISI, tgt $170
    • Prog Holdings (PRG) downgraded to Sell from Neutral at BTIG Research, tgt $24
    • Rivian (RIVN) downgraded to Neutral from Buy at Guggenheim
    • Shoals Technologies (SHLS) downgraded to Neutral from Outperform at Mizuho, tgt $7
    • SoFi Technologies (SOFI) downgraded to Market Perform from Outperform at Citizens JMP
    • SoundHound (SOUN) downgraded to Neutral from Overweight at Piper Sandler, tgt $12
    • TechnipFMC (FTI) downgraded to Neutral from Buy at BTIG Research
    • Tidewater (TDW) downgraded to Neutral from Buy at BTIG Research
    • Verona Pharma (VRNA) downgraded to Neutral from Buy at H.C. Wainwright, tgt $107
    • Vestis (VSTS) downgraded to Underweight from Neutral at JPMorgan, tgt $6
  • Others
    • BridgeBio (BBIO) initiated with a Buy at Jefferies, tgt $70
    • CarGurus (CARG) initiated with a Hold at Gordon Haskett, tgt $35
    • Caris Life Sciences (CAI) initiated with an Outperform at Wolfe Research, tgt $32
    • Caris Life Sciences (CAI) initiated with a Buy at Citi
    • Caris Life Sciences (CAI) initiated with a Buy at TD Cowen, tgt $32
    • Caris Life Sciences (CAI) initiated with a Buy at Guggenheim, tgt $32
    • Caris Life Sciences (CAI) initiated with an Overweight at JPMorgan, tgt $31
    • Caris Life Sciences (CAI) initiated with a Buy at BofA
    • Carvana (CVNA) initiated with a Hold at Gordon Haskett, tgt $329
    • Cava Group (CAVA) initiated with a Hold at Melius Research, tgt $95
    • Chipotle (CMG) initiated with a Hold at Melius Research, tgt $60
    • Cisco (CSCO) initiated with an Outperform at CICC, tgt $78
    • Cintas (CTAS) resumed with an Overweight at JPMorgan, tgt $239
    • Darden (DRI) initiated with a Hold at Melius Research, tgt $240
    • Domino's Pizza (DPZ) initiated with a Hold at Melius Research, tgt $500
    • Gen Digital (GEN) initiated with a Buy at B. Riley, tgt $46
    • Gossamer Bio (GOSS) initiated with an Outperform at Scotiabank, tgt $11
    • Hinge Health (HNGE) initiated with an Outperform at Citizens JMP, tgt $58
    • Hillman Solutions (HLMN) initiated with a Buy at Stifel, tgt $9.50
    • Innoviva (INVA) initiated with a Buy at H.C. Wainwright, tgt $40
    • Manhattan Associates (MANH) initiated with an Underweight at Morgan Stanley, tgt $190
    • McDonald's (MCD) initiated with a Sell at Melius Research, tgt $250
    • Nebius (NBIS) initiated with a Buy at Goldman Sachs, tgt $68
    • Oklo (OKLO) initiated with a Hold at Daiwa, tgt $58
    • One Group Hospitality (STKS) initiated with a Neutral at Piper Sandler, tgt $6
    • ProMIS Neurosciences (PMN) initiated with a Buy at H.C. Wainwright, tgt $4
    • Provident Financial (PROV) resumed with a Neutral at Piper Sandler, tgt $16.50
    • Restaurant Brands (QSR) initiated with a Buy at Melius Research, tgt $90
    • Ralliant (RAL) initiated with a Neutral at Seaport Research
    • Serina Therapeutics (SER) initiated with a Buy at H.C. Wainwright, tgt $15
    • SGHC (SGHC) initiated with an Outperform at Citizens JMP, tgt $15
    • Shopify (SHOP) initiated with a Buy at Needham, tgt $135
    • Slide Insurance (SLDE) initiated with an Overweight at Piper Sandler, tgt $25
    • Slide Insurance (SLDE) initiated with an Outperform at Citizens JMP, tgt $25
    • Slide Insurance (SLDE) initiated with an Equal Weight at Morgan Stanley, tgt $19
    • Texas Roadhouse (TXRH) initiated with a Buy at Melius Research, tgt $235
    • TripAdvisor (TRIP) initiated with a Neutral at BofA, tgt $19
    • UniFirst (UNF) resumed with an Underweight at JPMorgan, tgt $175
    • Wingstop (WING) initiated with a Hold at Melius Research, tgt $350
    • Yum! Brands (YUM) initiated with a Buy at Melius Research, tgt $200