>>> US Research Calls I

Research Calls I
  • Upgrades
    • Alcon (ALC) upgraded to Buy from Neutral at BofA Securities
    • Capital One (COF) upgraded to Buy from Neutral at BTIG, tgt $208
    • Carvana (CVNA) upgraded to Overweight from Equal Weight at Morgan Stanley, tgt $280
    • CrowdStrike (CRWD) upgraded to Buy from Neutral at BTIG, tgt $431
    • Cloudflare (NET) upgraded to Buy from Underperform at BofA Securities, tgt $160
    • Empire State Realty (ESRT) upgraded to Outperform from Peer Perform at Wolfe Research, tgt $10
    • HealthEquity (HQY) upgraded to Strong Buy from Outperform at Raymond James, tgt $115
    • Miniso (MNSO) upgraded to Overweight from Neutral at JPMorgan, tgt $22
    • NXP Semiconductors (NXPI) upgraded to Buy from Neutral at Arete
    • Pentair (PNR) upgraded to Outperform from Neutral at Baird, tgt $114
    • United Rentals (URI) upgraded to Market Perform from Underperform at Bernstein, tgt $666
  • Downgrades
    • Ally Financial (ALLY) downgraded to Sell from Neutral at BTIG, tgt $30
    • Brown & Brown (BRO) downgraded to Equal Weight from Overweight at Morgan Stanley, tgt $128
    • Dragonfly Energy (DFLI) downgraded to Neutral from Buy at Alliance Global Partners, tgt $1.50
    • EOG Resources (EOG) downgraded to Neutral from Outperform at Mizuho, tgt $140
    • L'Oreal (LRLCY) downgraded to Hold from Buy at Berenberg
    • Opthea (OPT) double downgraded to Underperform from Buy at Jefferies, tgt $1
    • Opthea (OPT) downgraded to Market Perform from Outperform at Leerink, tgt $1
    • Volvo (VLVLY) downgraded to Underweight from Equal Weight at Barclays
  • Others
    • Arthur J. Gallagher (AJG) initiated with a Neutral at Redburn Atlantic, tgt $352
    • Assembly Biosciences (ASMB) initiated with a Buy at Guggenheim, tgt $31
    • Avalo Therapeutics (AVTX) initiated with a Buy at Jefferies, tgt $23
    • Avalo Therapeutics (AVTX) initiated with a Buy at Stifel, tgt $36
    • Coty (COTY) initiated with a Buy at Berenberg, tgt $7.50
    • Crinetics (CRNX) initiated with a Buy at Stifel, tgt $60
    • CoreWeave (CRWV) initiated with a Neutral at DA Davidson, tgt $47
    • Clearway Energy (CWEN) initiated with a Buy at Deutsche Bank, tgt $38
    • Immunic (IMUX) initiated with an Outperform at William Blair
    • Marsh McLennan (MMC) initiated with a Buy at Redburn Atlantic, tgt $281
    • OneMain (OMF) initiated with In-Line, added to Tactical Underperform list at Evercore ISI
    • Palvella Therapeutics (PVLA) initiated with a Buy at JonesResearch, tgt $45
    • Smithfield Foods (SFD) assumed with an Overweight at Morgan Stanley, tgt $28