>>> US Research Calls I

Research Calls I
  • Upgrades:
    • 10x Genomics (TXG) upgraded to Outperform from Market Perform at William Blair
    • Beiersdorf (BDRFF) upgraded to Neutral from Sell at UBS
    • Croda (COIHY) upgraded to Hold from Reduce at Kepler Cheuvreux
    • Diageo (DEO) upgraded to Buy from Hold at Deutsche Bank
    • Enagas (ENGGF) upgraded to Equal Weight from Underweight at Morgan Stanley
    • Highwoods (HIW) upgraded to Equal Weight from Underweight at Morgan Stanley, tgt $23
    • Perimeter Solutions (PRM) upgraded to Buy from Neutral at UBS, tgt $30
    • Shake Shack (SHAK) upgraded to Neutral from Underperform at BofA Securities, tgt $101
    • Universal Music Group (UMGNF) upgraded to Buy from Neutral at Guggenheim
    • Western Digital (WDC) upgraded to Outperform from Market Perform at Bernstein, tgt $340
  • Downgrades:
    • BASF (BASFY) downgraded to Hold from Buy at Kepler Cheuvreux
    • Colgate-Palmolive (CL) downgraded to Hold from Buy at TD Cowen, tgt $85
    • Lincoln Electric (LECO) downgraded to Hold from Buy at Jefferies, tgt $280
    • Phreesia (PHR) downgraded to Neutral from Overweight at JPMorgan, tgt $16
    • Phreesia (PHR) downgraded to Neutral from Buy at Citigroup, tgt $10
    • Phreesia (PHR) downgraded to Hold from Buy at Truist, tgt $11
    • Phreesia (PHR) downgraded to Neutral from Outperform at Robert W. Baird, tgt $10
    • Rockwell Automation (ROK) downgraded to Hold from Buy at Jefferies, tgt $380
    • Vertiv (VRT) downgraded to Hold from Buy at Jefferies, tgt $260
  • Others:
    • American Tower (AMT) initiated with a Buy at Truist, tgt $205
    • Amphenol (APH) assumed with Buy from Hold at Jefferies, tgt $145
    • Arista Networks (ANET) initiated with a Buy at Truist, tgt $161
    • Block (XYZ) initiated with a Buy at Loop Capital, tgt $75
    • Bridger Aerospace (BAER) initiated with a Buy at Stifel, tgt $3.35
    • Cantor Equity Partners II (CEPT) initiated with a Buy at Benchmark, tgt $16
    • Cisco (CSCO) initiated with a Buy at Truist, tgt $94
    • Corning (GLW) initiated with a Hold at Truist, tgt $125
    • Crown Castle (CCI) initiated with a Hold at Truist, tgt $90
    • Dell Technologies (DELL) initiated with a Hold at Truist, tgt $170
    • Digital Realty (DLR) assumed with a Buy at Truist, tgt $207
    • DigitalBridge (DBRG) assumed with a Hold at Truist, tgt $16
    • DocuSign (DOCU) reinstated with an Underperform at BofA Securities, tgt $52
    • Emerson (EMR) assumed with Buy from Hold at Jefferies, tgt $175
    • Envoy Medical (COCH) initiated with a Buy at H.C. Wainwright, tgt $2.50
    • Equity LifeStyle (ELS) initiated with an Outperform at Mizuho, tgt $72
    • Fiserv (FISV) initiated with a Hold at Loop Capital, tgt $62
    • GE Aerospace (GE) initiated with a Neutral at Daiwa, tgt $301
    • Global-e Online (GLBE) reinstated with a Buy at BofA Securities, tgt $43
    • HeartBeam (BEAT) initiated with a Buy at B. Riley, tgt $4
    • HPE (HPE) initiated with a Buy at Truist, tgt $31
    • HubSpot (HUBS) reinstated with a Buy at BofA Securities, tgt $300
    • Ingram Micro (INGM) initiated with a Hold at Truist, tgt $25
    • Jack Henry (JKHY) initiated with a Buy at Loop Capital, tgt $197
    • Keysight Technologies (KEYS) initiated with a Hold at Truist, tgt $310
    • Mastercard (MA) initiated with a Buy at Loop Capital, tgt $631
    • MiniMed (MMED) initiated with a Buy at Goldman, tgt $24
    • MiniMed (MMED) initiated with an Outperform at William Blair
    • MiniMed (MMED) initiated with an Overweight at Wells Fargo, tgt $26
    • MiniMed (MMED) initiated with an Outperform at Evercore ISI, tgt $20
    • MiniMed (MMED) initiated with a Buy at Citigroup, tgt $23
    • MiniMed (MMED) initiated with an Overweight at Morgan Stanley, tgt $19
    • MiniMed (MMED) initiated with an Outperform at Mizuho, tgt $21
    • MiniMed (MMED) initiated with a Neutral at Piper Sandler, tgt $16
    • MiniMed (MMED) initiated with a Buy at BofA Securities, tgt $27
    • Motorola Solutions (MSI) initiated with a Buy at Truist, tgt $540
    • NexMetals Mining (NEXM) initiated with an Outperform at Raymond James
    • NiSource (NI) initiated with an Overweight at KeyBanc, tgt $52
    • Paccar (PCAR) reinstated with a Neutral at BNP Paribas, tgt $126
    • Passage Bio (PASG) initiated with an Outperform at Oppenheimer, tgt $30
    • PayPal (PYPL) initiated with a Hold at Loop Capital, tgt $46
    • Regeneron (REGN) assumed with an Overweight at Piper Sandler, tgt $875
    • SBA Communications (SBAC) initiated with a Hold at Truist, tgt $193
    • Sun Communities (SUI) initiated with an Outperform at Mizuho, tgt $143
    • Terex (TEX) resumed with an Overweight at Barclays, tgt $65
    • Toast (TOST) initiated with a Hold at Loop Capital, tgt $26
    • Veralto (VLTO) assumed with Buy from Hold at Jefferies, tgt $110
    • Versant (VSNT) initiated with a Buy at Seaport Research, tgt $45
    • Visa (V) initiated with a Buy at Loop Capital, tgt $387