>>> US Research Calls I

Research Calls I
  • Upgrades
    • Circle Internet Group (CRCL) upgraded to Outperform from Neutral at Baird, tgt $110
    • Gap (GAP) upgraded to Buy from Hold at Jefferies, tgt $30
    • Innovex International (INVX) upgraded to Equal weight from Underweight at Barclays, tgt $20
    • MP Materials (MP) upgraded to Overweight from Neutral at JPMorgan, tgt $74
    • Nucor (NUE) upgraded to Overweight from Equal Weight at Wells Fargo, tgt $167
    • Ondas Holdings (ONDS) upgraded to Outperform from at Oppenheimer, tgt $12
    • RXO, Inc. (RXO) upgraded to Peer perform from Underperform at Wolfe Research
    • Septerna (SEPN) upgraded to Overweight from Equal Weight at Wells Fargo, tgt $28
    • Shake Shack (SHAK) upgraded to Buy from Hold at Loop Capital, tgt $127
    • TripAdvisor (TRIP) upgraded to Neutral from Underperform at Mizuho, tgt $17
  • Downgrades
    • Applied Materials (AMAT) downgraded to Hold from Buy at Craig-Hallum, tgt $190
    • Ardent Health Partners (ARDT) downgraded to Equalweight from Overweight at Morgan Stanley, tgt $12
    • Atlas Energy Solutions (AESI) downgraded to Underweight from Equal Weight at Barclays, tgt $7
    • Flowserve Corp. (FLS) downgraded to Neutral from Buy at BofA Securities, tgt $73
    • Grupo Aeroportuario Del Sureste (ASR) downgraded to Neutral from Overweight at JPMorgan
    • Home Depot (HD) downgraded to Hold from Buy at Stifel, tgt $370
    • IHS Holding (IHS) double downgraded to Underweight from Overweight at JPMorgan, tgt $6
    • KorRO Bio (KRRO) downgraded to Hold from Buy at Jones Trading
    • Monopar Therapeutics (MNPR) downgraded to Outperform from Strong Buy at Raymond James, tgt $123
    • Progressive Corp. (PGR) downgraded to Hold from Buy at Jefferies, tgt $232
    • StubHub Holdings (STUB) downgraded to Neutral from Buy at BofA Securities, tgt $19
    • Vontier (VNT) double downgraded to Underperform from Buy at BofA Securities, tgt $40
  • Others
    • AGCO (AGCO) started at Equal Weight by Wells Fargo, tgt $114
    • Allison Transmission (ALSN) started at Equal Weight by Wells Fargo, tgt $85
    • BRP Inc. (DOOO) started at Buy by Loop Capital
    • Caterpillar (CAT) started at Overweight by Wells Fargo, tgt $675
    • Clean Harbors (CLH) started at Equal Weight by Wells Fargo, tgt $220
    • Cummins (CMI) started at Overweight by Wells Fargo, tgt $599
    • Deere (DE) started at Overweight by Wells Fargo, tgt $543
    • Jacobs Engineering (J) started at Equal Weight by Wells Fargo, tgt $160
    • Maze Therapeutics (MAZE) started at Outperform by Raymond James, tgt $48
    • Oshkosh (OSK) started at Overweight by Wells Fargo, tgt $144
    • PACCAR (PCAR) started at Equal Weight by Wells Fargo, tgt $106
    • Polaris Industries (PII) started at Hold by Loop Capital, tgt $59
    • Primoris Services (PRIM) started at Equal Weight by Wells Fargo, tgt $138
    • Trimble (TRMB) started at Overweight by Wells Fargo, tgt $94
    • United Rentals (URI) started at Overweight by Wells Fargo, tgt $995
    • Waste Connections (WCN) started at Overweight by Wells Fargo, tgt $186
    • Waste Management (WM) started at Overweight by Wells Fargo, tgt $238
    • Herc Holdings (HRI) started at Overweight by Wells Fargo, tgt $50