>>> US Research Calls I

Research Calls I
  • Upgrades:
    • Ameren (AEE) upgraded to Overweight from Sector Weight at KeyBanc, tgt $122
    • AT&T (T) upgraded to Outperform from Peer Perform at Wolfe Research, tgt $29
    • Duke Energy (DUK) upgraded to Overweight from Sector Weight at KeyBanc, tgt $139
    • Equinor (EQNR) upgraded to Sector Perform from Underperform at RBC Capital
    • JPMorgan (JPM) upgraded to Buy from Hold at Deutsche Bank, tgt $375
    • PayPay (PAYP) upgraded to Overweight from Equal Weight at Morgan Stanley, tgt $23
    • Verisk Analytics (VRSK) upgraded to Buy from Hold at Jefferies, tgt $235
  • Downgrades:
    • Agilon Health (AGL) downgraded to Sell from Neutral at Citigroup, tgt $105
    • CMS Energy (CMS) downgraded to Sector Weight from Overweight at KeyBanc
    • Evolent Health (EVH) downgraded to Sell from Buy at Citigroup, tgt $6.75
    • M&T Bank (MTB) downgraded to Hold from Buy at Deutsche Bank, tgt $250
    • Northern Trust (NTRS) downgraded to Sector Perform from Outperform at RBC Capital, tgt $178
    • Pegasystems (PEGA) downgraded to Hold from Buy at Loop Capital, tgt $25
    • Pegasystems (PEGA) downgraded to Market Perform from Outperform at William Blair
    • Pegasystems (PEGA) downgraded to Sector Weight from Overweight at KeyBanc
    • PNC Financial (PNC) downgraded to Hold from Buy at Deutsche Bank, tgt $265
    • Rollins (ROL) downgraded to Sector Perform from Outperform at RBC Capital, tgt $35
    • Southern Company (SO) downgraded to Underweight from Sector Weight at KeyBanc, tgt $79
    • WesBanco (WSBC) downgraded to Market Perform from Outperform at Keefe, Bruyette & Woods, tgt $42
    • Zions Bancorp (ZION) downgraded to Underperform from In Line at Evercore ISI, tgt $68
  • Others:
    • AAON (AAON) initiated with a Sector Weight at KeyBanc
    • Alphatec (ATEC) initiated with an Overweight at Stephens, tgt $15
    • AppFolio (APPF) initiated with a Buy at Guggenheim, tgt $232
    • Applied Digital (APLD) initiated with an Equal Weight at Morgan Stanley, tgt $36.50
    • Autodesk (ADSK) initiated with a Buy at Guggenheim, tgt $245
    • Comtech (CMTL) initiated with a Buy at Northcoast, tgt $2.50
    • Core & Main (CNM) initiated with a Market Perform at William Blair
    • Freshworks (FRSH) initiated with a Buy at Guggenheim, tgt $25
    • Guidewire (GWRE) initiated with a Buy at Guggenheim, tgt $180
    • Hut 8 (HUT) initiated with an Overweight at Morgan Stanley, tgt $263
    • iRhythm (IRTC) initiated with an Overweight at Stephens, tgt $160
    • Live Nation (LYV) initiated with a Buy at BTIG Research, tgt $215
    • NeuroPace (NPCE) initiated with an Outperform at Mizuho, tgt $22
    • PagSeguro (PAGS) initiated with a Hold at Jefferies, tgt $10.40
    • Procore (PCOR) initiated with a Buy at Guggenheim, tgt $68
    • Riot Platforms (RIOT) initiated with an Overweight at Morgan Stanley, tgt $36
    • Samsara (IOT) initiated with a Buy at Guggenheim, tgt $45
    • Signet Jewelers (SIG) initiated with an Outperform at Raymond James, tgt $105
    • StoneCo (STNE) initiated with a Hold at Jefferies, tgt $12.60
    • Tyler Technologies (TYL) initiated with a Buy at Guggenheim, tgt $440
    • Veeva Systems (VEEV) initiated with a Buy at Guggenheim, tgt $232
    • Vertiv (VRT) initiated with an Overweight at KeyBanc, tgt $360