>>> US Research Calls I

Research Calls I
  • Upgrades
    • Capital Southwest (CSWC) upgraded to Outperform from Market Perform at Citizens JMP, tgt $25
    • Electronic Arts (EA) upgraded to Buy from Neutral at Roth Capital, tgt $185
    • Essex Property Trust (ESS) upgraded to Outperform from Market Perform at Raymond James, tgt $315
    • Exelixis (EXEL) upgraded to Overweight from Equal Weight at Stephens, tgt $60
    • Lyft (LYFT) upgraded to Buy from Hold at TD Cowen, tgt $21
    • MakeMyTrip (MMYT) upgraded to Outperform from Neutral at Macquarie, tgt $110
    • NextDecade (NEXT) upgraded to Buy from Hold at TD Cowen, tgt $11
  • Downgrades
    • Advance Auto Parts (AAP) downgraded to Sell from Neutral at Goldman, tgt $46
    • Alibaba (BABA) downgraded to Neutral from Buy at Arete, tgt $153
    • Dollar General (DG) downgraded to Neutral from Buy at Goldman, tgt $116
    • JD.com (JD) downgraded to Neutral from Buy at Arete, tgt $45
    • MAA (MAA) downgraded to Market Perform from Outperform at Raymond James
    • Ollie's Bargain Outlet (OLLI) downgraded to Hold from Buy at Loop Capital, tgt $130
    • Oscar Health (OSCR) downgraded to Market Perform from Outperform at Raymond James
    • RH (RH) downgraded to Sell from Neutral at Goldman, tgt $179
    • SM Energy (SM) downgraded to Underperform from Outperform at Raymond James
    • Vital Energy (VTLE) downgraded to Underperform from Outperform at Raymond James
  • Others
    • AeroVironment (AVAV) initiated with a Buy at Stifel, tgt $240
    • Allegion (ALLE) initiated with an Overweight at JPMorgan, tgt $170
    • Amylyx (AMLX) initiated with a Buy at Guggenheim, tgt $17
    • Amrize (AMRZ) initiated with a Buy at Truist, tgt $60
    • Amrize (AMRZ) initiated with a Neutral at UBS, tgt $53
    • Amrize (AMRZ) initiated with an Outperform at RBC Capital, tgt $61
    • Amrize (AMRZ) initiated with an Overweight at Morgan Stanley, tgt $62
    • A.O. Smith (AOS) initiated with a Neutral at JPMorgan, tgt $70
    • APi Group (APG) assumed with a Neutral at JPMorgan, tgt $46
    • Armstrong World (AWI) initiated with an Overweight at JPMorgan, tgt $200
    • Avidity Biosciences (RNA) initiated with an Outperform at Bernstein, tgt $50
    • Backblaze (BLZE) initiated with an Outperform at Citizens JMP, tgt $7
    • Booz Allen (BAH) resumed with a Hold at Stifel, tgt $112
    • CACI (CACI) resumed with a Buy at Stifel, tgt $576
    • Cardiff Oncology (CRDF) initiated with a Hold at Jefferies, tgt $3.50
    • Carlisle (CSL) initiated with Overweight, named top pick at JPMorgan, tgt $500
    • Ceribell (CBLL) initiated with a Buy at BTIG Research, tgt $30
    • Circle (CRCL) initiated with a Neutral at Compass Point, tgt $205
    • Dyne Therapeutics (DYN) initiated with a Market Perform at Bernstein, tgt $13
    • EQT Corporation (EQT) initiated with a Buy at Roth Capital, tgt $69
    • Group 1 Automotive (GPI) initiated with a Hold at Benchmark
    • Heico (HEI) resumed with a Buy at Stifel, tgt $352
    • Kratos Defense (KTOS) initiated with a Buy at Stifel, tgt $52
    • Leidos (LDOS) resumed with a Buy at Stifel, tgt $178
    • Medpace (MEDP) initiated with an Equal Weight at Barclays, tgt $300
    • Mettler-Toledo (MTD) initiated with an Overweight at Barclays, tgt $1,325
    • Montrose Environmental (MEG) initiated with a Buy at Clear Street, tgt $34
    • Parsons (PSN) resumed with a Buy at Stifel, tgt $81
    • Qiagen (QGEN) initiated with an Overweight at Barclays, tgt $55
    • Repligen (RGEN) initiated with an Overweight at Barclays, tgt $150
    • SAIC (SAIC) resumed with a Buy at Stifel, tgt $130
    • Snowflake (SNOW) assumed with an Overweight at Morgan Stanley, tgt $262
    • Teledyne (TDY) initiated with a Buy at Stifel, tgt $626
    • TransDigm (TDG) resumed with a Buy at Stifel, tgt $1,710
    • V2X (VVX) resumed with a Buy at Stifel, tgt $55
    • West Pharmaceutical (WST) initiated with an Equal Weight at Barclays, tgt $245