>>> US Research Calls I

Research Calls I
  • Upgrades:
    • Fervo Energy (FRVO) upgraded to Buy from Hold at Jefferies, tgt $34
    • Global Payments (GPN) upgraded to Overweight from Equal Weight at Morgan Stanley, tgt $100
    • GAP Airports (PAC) upgraded to Buy from Neutral at Citigroup
    • Harley-Davidson (HOG) upgraded to Buy from Hold at Loop Capital, tgt $32
    • Lumentum (LITE) upgraded to Overweight from Equal Weight at Barclays, tgt $1,000
    • Nebius (NBIS) upgraded to Buy from Hold at Freedom Capital, tgt $200
    • Netflix (NFLX) upgraded to Buy from Accumulate at Phillip Securities, tgt $110
    • Urban Outfitters (URBN) upgraded to Buy from Neutral at Goldman, tgt $93
    • U.S. Bancorp (USB) upgraded to Neutral from Underweight at JPMorgan, tgt $67.50
    • Yeti (YETI) upgraded to Buy from Neutral at Goldman, tgt $63
  • Downgrades:
    • Allegro MicroSystems (ALGM) downgraded to Equal Weight from Overweight at Barclays, tgt $48
    • Birkenstock (BIRK) downgraded to Neutral from Buy at Seaport Research
    • Charles River (CRL) downgraded to Hold from Outperform at CLSA, tgt $219
    • Charles Schwab (SCHW) downgraded to Market Perform from Outperform at BMO Capital, tgt $105
    • Fidus Investment (FDUS) downgraded to Market Perform from Outperform at Keefe Bruyette, tgt $19.50
    • F.N.B. (FNB) downgraded to Neutral from Buy at BofA Securities, tgt $19
    • HubSpot (HUBS) downgraded to Equal Weight from Overweight at Wells Fargo, tgt $225
    • Monster Beverage (MNST) downgraded to Hold from Buy at Deutsche Bank, tgt $98
    • Penguin Solutions (PENG) downgraded to Underweight from Equal Weight at Barclays, tgt $40
    • StoneX Group (SNEX) downgraded to Hold from Buy at Jefferies, tgt $112
    • Truist Financial (TFC) downgraded to Underweight from Neutral at JPMorgan, tgt $53
  • Others:
    • Adobe (ADBE) initiated with an Outperform at CLSA, tgt $300
    • Apollo Global (APO) initiated with a Buy at HSBC, tgt $145
    • AtlasClear (ATCH) initiated with a Buy at ThinkEquity
    • BP (BP) initiated with an Outperform at Mizuho, tgt $51
    • BrainsWay (BWAY) initiated with a Buy at BTIG Research, tgt $18
    • Crane (CR) initiated with an Outperform at BMO Capital, tgt $253
    • Doncasters (DPC) initiated with a Buy at Jefferies, tgt $56
    • Doncasters (DPC) initiated with an Equal Weight at Morgan Stanley, tgt $47
    • Doncasters (DPC) initiated with an Outperform at RBC Capital, tgt $53
    • Doncasters (DPC) initiated with a Buy at Rothschild & Co Redburn, tgt $53.50
    • Eloxx Pharmaceuticals (ELOX) initiated with a Buy at Guggenheim, tgt $43
    • EnPro (NPO) initiated with an Overweight at JPMorgan, tgt $420
    • Faeth Therapeutics (FTH) initiated with an Outperform at Citizens, tgt $51
    • Genius Sports (GENI) initiated with a Buy at Freedom Capital, tgt $9
    • Gloo (GLOO) initiated with an Outperform at Citizens, tgt $8
    • Honeywell Aerospace (HONA) initiated with a Neutral at UBS, tgt $231
    • Microsoft (MSFT) initiated with an Outperform at CLSA, tgt $535
    • Moog (MOG.A) initiated with an Overweight at JPMorgan, tgt $520
    • Oracle (ORCL) initiated with a Hold at CLSA, tgt $145
    • Ralliant (RAL) initiated with a Market Perform at BMO Capital, tgt $78
    • Regal Rexnord (RRX) initiated with a Buy at Deutsche Bank, tgt $286
    • Salesforce (CRM) initiated with a Hold at CLSA, tgt $165
    • ServiceNow (NOW) initiated with an Underperform at CLSA, tgt $72
    • Shattuck Labs (STTK) initiated with an Outperform at Leerink, tgt $16
    • Shell (SHEL) initiated with a Neutral at Mizuho, tgt $98
    • Soluna Holdings (SLNH) assumed with a Buy at H.C. Wainwright, tgt $4
    • Sophia Genetics (SOPH) initiated with a Buy at H.C. Wainwright, tgt $12
    • Sportradar (SRAD) initiated with a Buy at Freedom Capital, tgt $20
    • TotalEnergies (TTE) initiated with an Outperform at Mizuho, tgt $103
    • Trulieve Cannabis (TRLV) initiated with an Overweight at Cantor Fitzgerald, tgt $15
    • Versigent (VGNT) initiated with a Buy at Goldman, tgt $48
    • Workday (WDAY) initiated with an Underperform at CLSA, tgt $92