>>> US Research Calls I

Research Calls I
  • Upgrades:
    • Aegon N.V. (AEG) upgraded to Buy from Neutral at UBS
    • First Solar (FSLR) upgraded to Buy from Neutral at Citigroup; tgt raised to $254
    • Fluor (FLR) upgraded to Buy from Neutral at Citigroup; tgt raised to $65
    • Paylocity (PCTY) upgraded to Buy from Hold at Jefferies; tgt raised to $200
  • Downgrades:
    • Canadian Solar (CSIQ) downgraded to Sell from Neutral at Citigroup; tgt lowered to $11
    • Coherent (COHR) downgraded to Neutral from Buy at Rosenblatt; tgt $105
    • Duke Energy (DUK) downgraded to Sector Weight from Overweight at KeyBanc Capital Markets
    • Gatos Silver (GATO) downgraded to Hold from Buy at Canaccord Genuity
    • Global Payments (GPN) downgraded to Mkt Perform from Outperform at Bernstein; tgt lowered to $112
    • Tecnoglass (TGLS) downgraded to Mkt Perform from Strong Buy at Raymond James
  • Others:
    • Applied Industrial (AIT) initiated with an Outperform at Mizuho; tgt $285
    • AppLovin (APP) initiated with a Buy at Loop Capital; tgt $181
    • Braze (BRZE) initiated with a Buy at Stifel; tgt $37
    • Cadence Design (CDNS) initiated with an Outperform at Mizuho; tgt $325
    • California Resources Corp (CRC) initiated with an Overweight at Stephens; tgt $73
    • Contineum Therapeutics (CTNM) initiated with an Outperform at Robert W. Baird; tgt $32
    • Costco (COST) initiated with an Outperform at Bernstein; tgt $1016
    • Dollar General (DG) initiated with an Outperform at Bernstein; tgt $98
    • Dollar Tree (DLTR) initiated with a Mkt Perform at Bernstein; tgt $76
    • Flex (FLEX) initiated with an Overweight at KeyBanc Capital Markets; tgt $41
    • Hershey Foods (HSY) initiated with a Sell at Redburn Atlantic; tgt $165
    • Home Depot (HD) initiated with a Mkt Perform at Bernstein; tgt $451
    • Insperity (NSP) initiated with an Underweight at JP Morgan; tgt $90
    • Klaviyo (KVYO) initiated with a Buy at Stifel; tgt $45
    • Lowe's (LOW) initiated with an Outperform at Bernstein; tgt $323
    • Mondelez Int'l (MDLZ) initiated with a Buy at Redburn Atlantic; tgt $82
    • Plexus (PLXS) initiated with a Sector Weight at KeyBanc Capital Markets
    • Synopsys (SNPS) initiated with an Outperform at Mizuho; tgt $650
    • Target (TGT) initiated with a Mkt Perform at Bernstein; tgt $168
    • Walmart (WMT) initiated with an Outperform at Bernstein; tgt $95
    • Zeta Global (ZETA) initiated with an Overweight at KeyBanc Capital Markets; tgt $40