Research Calls I
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Upgrades:
- Akamai Tech (AKAM) upgraded to Buy from Hold at HSBC Securities; tgt $121
- American Homes 4 Rent (AMH) upgraded to Outperform from In-line at Evercore ISI; tgt raised to $42
- BASF AG (BASFY) upgraded to Buy from Neutral at Goldman
- Cboe Global Markets (CBOE) upgraded to Buy from Hold at Deutsche Bank; tgt raised to $222
- Cisco (CSCO) upgraded to Overweight from Neutral at JP Morgan; tgt $66
- EPAM Systems (EPAM) upgraded to Sector Outperform from Sector Perform at Scotiabank; tgt raised to $275
- Mercury (MRCY) upgraded to Hold from Underperform at Jefferies; tgt raised to $42
- MeridianLink (MLNK) upgraded to Neutral from Sell at UBS; tgt raised to $22.50
- NETSTREIT (NTST) upgraded to Sector Outperform from Sector Perform at Scotiabank; tgt raised to $18
- Orion Engineered Carbons (OEC) upgraded to Overweight from Neutral at JP Morgan; tgt raised to $21
- Ouster (OUST) upgraded to Overweight from Neutral at Cantor Fitzgerald; tgt lowered to $10
- Pinterest (PINS) upgraded to Outperform from Neutral at Wedbush; tgt $38
- Qualys (QLYS) upgraded to Peer Perform from Underperform at Wolfe Research
- Stantec (STN) upgraded to Buy from Hold at Canaccord Genuity
- Tanger Factory (SKT) upgraded to Buy from Neutral at BofA Securities; tgt raised to $40
- Univ Elec (UEIC) upgraded to Buy from Neutral at B. Riley Securities; tgt raised to $14
- Upstart (UPST) upgraded to Neutral from Sell at BTIG Research
- Valley National (VLY) upgraded to Overweight from Neutral at JP Morgan; tgt raised to $11
- Warner Bros. Discovery (WBD) upgraded to Peer Perform from Underperform at Wolfe Research
- Winnebago (WGO) upgraded to Buy from Neutral at Northcoast; tgt $75
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Downgrades:
- Agilon Health (AGL) downgraded to Mkt Perform from Mkt Outperform at JMP Securities
- Arcadium Lithium (ALTM) downgraded to Sector Perform from Sector Outperform at Scotiabank; tgt $5.85
- Ardelyx (ARDX) downgraded to Neutral from Buy at H.C. Wainwright; tgt lowered to $5.50
- Atmus Filtration Technologies (ATMU) downgraded to Equal Weight from Overweight at Wells Fargo; tgt raised to $45
- Bloomin' Brands (BLMN) downgraded to Mkt Perform from Outperform at Raymond James
- Cabot (CBT) downgraded to Underweight from Neutral at JP Morgan; tgt $105
- Celanese (CE) downgraded to Neutral from Buy at UBS; tgt lowered to $97
- Celanese (CE) downgraded to Underperform from Market Perform at BMO Capital Markets; tgt lowered to $76
- GCM Grosvenor (GCMG) downgraded to Hold from Buy at TD Cowen; tgt lowered to $12.50
- Immunocore (IMCR) downgraded to Neutral from Outperform at Mizuho; tgt lowered to $38
- Merck (MRK) downgraded to Neutral from Buy at Daiwa Securities
- Nerdy (NRDY) downgraded to Underweight from Neutral at JP Morgan
- NOV Inc. (NOV) downgraded to Neutral from Buy at Citigroup; tgt lowered to $18
- NVR (NVR) downgraded to Neutral from Buy at Seaport Research Partners
- Osisko Gold Royalties (OR) downgraded to Hold from Buy at TD Cowen
- ProAssurance (PRA) downgraded to Neutral from Overweight at Piper Sandler; tgt $18
- Smartsheet (SMAR) downgraded to Neutral from Buy at Guggenheim
- Teck Resources (TECK) downgraded to Neutral from Buy at UBS
- Tempus AI (TEM) downgraded to Hold from Buy at Stifel; tgt raised to $65
- Tidewater (TDW) downgraded to Outperform from Strong Buy at Raymond James; tgt lowered to $102
- Vale S.A. (VALE) downgraded to Neutral from Buy at UBS; tgt lowered to $11.50
- WhiteHorse Finance (WHF) downgraded to Perform from Outperform at Oppenheimer
- Xeris Biopharma (XERS) downgraded to Neutral from Overweight at Piper Sandler; tgt $3
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Others:
- Advanced Micro Devices (AMD) initiated with a Hold at CICC
- Alarm.com (ALRM) resumed with an Underweight from Neutral at JP Morgan; tgt lowered to $50
- Block (SQ) resumed with an Overweight at Piper Sandler; tgt $83
- GeoVax Labs (GOVX) initiated with a Buy at Alliance Global Partners; tgt $15
- RXO, Inc. (RXO) resumed with an Equal Weight at Wells Fargo; tgt $31
- Stellantis (STLA) initiated with an In-line at Evercore ISI
- TriSalus Life Sciences (TLSI) initiated with a Buy at ROTH MKM; tgt $11