>>> US Research Calls I

Research Calls I
  • Upgrades:
    • Dollar Tree (DLTR) upgraded to Neutral from Sell at Goldman, tgt $125
    • Dollar Tree (DLTR) upgraded to Outperform from Market Perform at Raymond James, tgt $140
    • Occidental Petroleum (OXY) upgraded to Outperform from In Line at Evercore ISI, tgt $65
    • Old Dominion Freight Line (ODFL) upgraded to Overweight from Equal Weight at Wells Fargo, tgt $250
    • PROG Holdings (PRG) upgraded to Buy from Hold at Jefferies, tgt $60
    • RH (RH) upgraded to Neutral from Sell at Goldman, tgt $155
    • Tvardi Therapeutics (TVRD) upgraded to Outperform from Market Perform at Raymond James, tgt $10
    • Ultrapar (UGP) upgraded to Buy from Neutral at BofA Securities, tgt $7.40
    • Versigent (VGNT) upgraded to Buy from Hold at Deutsche Bank, tgt $50
  • Downgrades:
    • Alcoa (AA) downgraded to Equal Weight from Overweight at Morgan Stanley, tgt $53
    • Bath & Body Works (BBWI) downgraded to Sell from Neutral at Goldman, tgt $19
    • Cincinnati Financial (CINF) downgraded to Market Perform from Outperform at Keefe Bruyette, tgt $201
    • Community Health (CYH) downgraded to Underweight from Equal Weight at Barclays, tgt $3
    • Globant (GLOB) downgraded to Market Perform from Outperform at Itau BBA, tgt $39
    • HCA Healthcare (HCA) downgraded to Equal Weight from Overweight at Barclays, tgt $427
    • Lemonade (LMND) downgraded to Equal Weight from Overweight at Morgan Stanley, tgt $75
    • Medpace (MEDP) downgraded to Neutral from Outperform at Robert W. Baird, tgt $547
    • Moelis (MC) downgraded to Sell from Neutral at UBS, tgt $60
    • Neptune Insurance (NP) downgraded to Market Perform from Outperform at Keefe Bruyette, tgt $34
    • Rio Tinto (RIO) downgraded to Underweight from Equal Weight at Morgan Stanley
    • The Hanover (THG) downgraded to Market Perform from Outperform at Keefe Bruyette, tgt $220
    • Travelers (TRV) downgraded to Market Perform from Outperform at Keefe Bruyette, tgt $356
    • Truist Financial (TFC) downgraded to Neutral from Buy at BofA Securities, tgt $56
    • Universal Health Services (UHS) downgraded to Equal Weight from Overweight at Barclays, tgt $179
    • Vale (VALE) downgraded to Equal Weight from Overweight at Morgan Stanley, tgt $16.50
  • Others:
    • Affirm (AFRM) initiated with an Overweight at Barclays, tgt $97
    • Allegiant Travel (ALGT) reinstated with an Overweight at Barclays, tgt $145
    • Alliant Energy (LNT) initiated with a Hold at TD Cowen, tgt $83
    • Annovis Bio (ANVS) initiated with a Buy at Roth Capital, tgt $8
    • AT&T (T) assumed with an Underweight at Wells Fargo, tgt $18
    • Block (XYZ) initiated with an Overweight at Barclays, tgt $100
    • BridgeBio Oncology (BBOT) initiated with an Overweight at JPMorgan, tgt $27
    • Byline Bancorp (BY) resumed with a Market Perform at Raymond James
    • Carnival (CCL) initiated with a Market Perform at BMO Capital, tgt $30
    • Chime (CHYM) initiated with an Overweight at Barclays, tgt $26
    • DTE Energy (DTE) initiated with a Hold at TD Cowen, tgt $166
    • Fidelity Nat'l Info (FIS) initiated with an Equal Weight at Barclays, tgt $44
    • Fiserv (FISV) initiated with an Equal Weight at Barclays, tgt $58
    • German American Bancorp (GABC) resumed with a Market Perform at Raymond James
    • Global Payments (GPN) initiated with an Equal Weight at Barclays, tgt $81
    • Honeywell Aerospace (HONA) initiated with an Equal Weight at Morgan Stanley, tgt $255
    • Immuneering (IMRX) initiated with an Overweight at Cantor Fitzgerald, tgt $17
    • Jack Henry (JKHY) initiated with an Overweight at Barclays, tgt $170
    • Klarna (KLAR) initiated with an Equal Weight at Barclays, tgt $20
    • Mastercard (MA) initiated with an Overweight at Barclays, tgt $640
    • Midera Food (MFP) initiated with a Neutral at Robert W. Baird, tgt $40
    • Mobility Global (MBGL) initiated with an Overweight at Wells Fargo, tgt $27
    • Nayax (NYAX) initiated with an Equal Weight at Barclays, tgt $75
    • Old National Bancorp (ONB) resumed with a Market Perform at Raymond James
    • Old Second Bancorp (OSBC) resumed with an Outperform at Raymond James, tgt $26
    • Park National (PRK) resumed with a Market Perform at Raymond James
    • PayPal (PYPL) initiated with an Underweight at Barclays, tgt $42
    • Pershing Square (PS) initiated with a Buy at JonesResearch, tgt $39
    • Pinterest (PINS) initiated with a Buy at DA Davidson, tgt $26
    • ProMIS Neurosciences (PMN) initiated with a Buy at Roth Capital, tgt $19
    • Relay Therapeutics (RLAY) initiated with an Overweight at JPMorgan, tgt $28
    • Royal Caribbean (RCL) initiated with an Outperform at BMO Capital, tgt $370
    • Sempra Energy (SRE) initiated with a Buy at TD Cowen, tgt $110
    • Sensient Technologies (SXT) initiated with a Neutral at Rothschild & Co Redburn, tgt $125
    • Snap (SNAP) initiated with a Neutral at DA Davidson, tgt $5
    • Stock Yards Bancorp (SYBT) resumed with a Market Perform at Raymond James
    • Strategy (MSTR) initiated with an Overweight at Barclays, tgt $130
    • T-Mobile (TMUS) assumed with an Equal Weight at Wells Fargo, tgt $170
    • Toast (TOST) initiated with an Overweight at Barclays, tgt $35
    • Verizon (VZ) assumed with an Equal Weight at Wells Fargo, tgt $43
    • Viking Holdings (VIK) initiated with an Outperform at BMO Capital, tgt $115
    • Visa (V) initiated with an Overweight at Barclays, tgt $420
    • Wayfair (W) initiated with a Hold at Benchmark
    • Western Union (WU) initiated with an Underweight at Barclays, tgt $7
    • Wintrust Financial (WTFC) resumed with an Outperform at Raymond James, tgt $180
    • Zura Bio (ZURA) initiated with an Outperform at William Blair