>>> US Research Calls I

Research Calls I
  • Upgrades:
    • Akamai Technologies (AKAM) upgraded to Buy from Neutral at BofA Securities, tgt $175
    • Arrow Electronics (ARW) upgraded to Neutral from Underperform at BofA Securities, tgt $233
    • Avnet (AVT) upgraded to Neutral from Underperform at BofA Securities, tgt $96
    • Corcept Therapeutics (CORT) upgraded to Buy from Neutral at UBS, tgt $72
    • Dow Inc. (DOW) upgraded to Buy from Hold at Argus
    • Integer Holdings (ITGR) upgraded to Outperform from Perform at Oppenheimer, tgt $115
    • Johnson & Johnson (JNJ) upgraded to Outperform from Market Perform at Leerink, tgt $265
    • MasTec (MTZ) upgraded to Buy from Neutral at Guggenheim, tgt $480
    • Mosaic (MOS) upgraded to Outperform from Sector Perform at RBC Capital, tgt $27
    • NewLake Capital Partners (NLCP) upgraded to Buy from Neutral at Compass Point, tgt $17
    • OptimumBank Holdings (OPHC) upgraded to Buy from Neutral at Compass Point, tgt $6.50
    • Sensata Technologies (ST) upgraded to Buy from Hold at Truist, tgt $58
    • Umicore (UMICY) upgraded to Buy from Neutral at Goldman
    • Venture Global (VG) upgraded to Buy from Neutral at Citigroup, tgt $17
    • Vestis (VSTS) upgraded to Outperform from Market Perform at William Blair
    • Wendy's (WEN) upgraded to Buy from Hold at Argus, tgt $12
    • Zebra Technologies (ZBRA) upgraded to Overweight from Sector Weight at KeyBanc, tgt $305
  • Downgrades:
    • Advanced Micro Devices (AMD) downgraded to Outperform from Buy at Daiwa, tgt $500
    • Heineken (HEINY) downgraded to Neutral from Overweight at JPMorgan
    • MercadoLibre (MELI) downgraded to Neutral from Buy at Citigroup, tgt $1,950
    • Select Medical (SEM) downgraded to Neutral from Outperform at Mizuho, tgt $16.50
    • Under Armour (UAA) downgraded to Hold from Buy at Stifel, tgt $6
    • ZoomInfo Technologies (GTM) downgraded to Underperform from Neutral at Mizuho, tgt $3
  • Others:
    • Amentum (AMTM) assumed with an Equal Weight at Morgan Stanley, tgt $30
    • BioAge Labs (BIOA) initiated with a Buy at BTIG Research, tgt $40
    • CoinShares (CSHR) initiated with an Outperform at Keefe Bruyette, tgt $9
    • HEICO (HEI) initiated with a Buy at Rothschild & Co Redburn, tgt $360
    • Kopin (KOPN) initiated with a Buy at Lucid Capital, tgt $10
    • NextDecade (NEXT) initiated with a Buy at Citigroup, tgt $11
    • Unusual Machines (UMAC) initiated with a Buy at Roth Capital, tgt $25