>>> US Research Calls I

Research Calls I
  • Upgrades
    • AbbVie (ABBV) upgraded to Buy from Hold at HSBC, tgt $265
    • Andersons (ANDE) upgraded to Outperform from Market Perform at BMO Capital, tgt $65
    • Blue Owl Capital (OWL) upgraded to Strong Buy from Market Perform at Raymond James, tgt $20
    • Commercial Metals (CMC) upgraded to Buy from Hold at Jefferies, tgt $78
    • Compass Pathways (CMPS) upgraded to Outperform from Perform at Oppenheimer, tgt $15
    • Docebo (DCBO) upgraded to Outperform from Sector Perform at ATB Capital
    • Dyne Therapeutics (DYN) upgraded to Outperform from Perform at Oppenheimer, tgt $40
    • EchoStar (SATS) upgraded to Overweight from Equal Weight at Morgan Stanley, tgt $110
    • Franco-Nevada (FNV) upgraded to Outperform from Sector Perform at RBC Capital, tgt $250
    • GE Vernova (GEV) upgraded to Outperform from Sector Perform at RBC Capital, tgt $761
    • GE Vernova (GEV) upgraded to Outperform from Perform at Oppenheimer, tgt $855
    • Helmerich & Payne (HP) upgraded to Overweight from Neutral at JPMorgan, tgt $34
    • HSBC (HSBC) upgraded to Buy from Neutral at BofA Securities
    • JBT Marel (JBTM) upgraded to Buy from Hold at Jefferies, tgt $180
    • Liberty Energy (LBRT) upgraded to Overweight from Neutral at JPMorgan, tgt $24
    • Middleby (MIDD) upgraded to Buy from Hold at Jefferies, tgt $175
    • Parsons (PSN) upgraded to Buy from Hold at TD Cowen, tgt $75
    • Pentair (PNR) upgraded to Buy from Hold at Jefferies, tgt $135
    • PepsiCo (PEP) upgraded to Overweight from Neutral at JPMorgan, tgt $164
    • ProPetro Holding (PUMP) upgraded to Overweight from Neutral at JPMorgan, tgt $13
    • Terex (TEX) upgraded to Overweight from Equal Weight at Morgan Stanley, tgt $60
    • Vale (VALE) upgraded to Outperform from Sector Perform at RBC Capital, tgt $14.20
    • Waters (WAT) upgraded to Outperform from Peer Perform at Wolfe Research, tgt $480
    • Wheaton Precious Metals (WPM) upgraded to Outperform from Sector Perform at RBC Capital, tgt $130
  • Downgrades
    • Biogen (BIIB) downgraded to Reduce from Hold at HSBC, tgt $143
    • Lakeland Industries (LAKE) downgraded to Neutral from Buy at DA Davidson, tgt $14
    • Noble Corp. (NE) downgraded to Neutral from Overweight at JPMorgan, tgt $33
    • Patterson-UTI (PTEN) downgraded to Underweight from Neutral at JPMorgan, tgt $6
    • Regal Rexnord (RRX) downgraded to Hold from Buy at Jefferies, tgt $160
    • Rogers Communications (RCI) downgraded to Hold from Buy at Desjardins
    • Transocean (RIG) downgraded to Underweight from Neutral at JPMorgan
    • Veralto (VLTO) downgraded to Hold from Buy at Jefferies, tgt $105
  • Others
    • ABM Industries (ABM) initiated with a Buy at Freedom Capital, tgt $54
    • American Bitcoin (ABTC) initiated with a Buy at Roth Capital, tgt $4
    • Apogee Therapeutics (APGE) initiated with a Buy at Deutsche Bank, tgt $103
    • ArriVent Biopharma (AVBP) initiated with a Buy at BTIG Research, tgt $45
    • Bath & Body Works (BBWI) initiated with a Neutral at Guggenheim
    • Birkenstock (BIRK) initiated with a Buy at Guggenheim, tgt $60
    • Bridgewater Bancshares (BWB) initiated with an Equal Weight at Stephens, tgt $20
    • Burlington Stores (BURL) initiated with a Neutral at Guggenheim
    • Capri Holdings (CPRI) initiated with a Buy at Guggenheim, tgt $32
    • Clean Harbors (CLH) initiated with a Neutral at Citigroup, tgt $263
    • Deckers Outdoor (DECK) initiated with a Neutral at Guggenheim
    • Ferrari (RACE) initiated with a Neutral at Oddo BHF
    • Gap (GAP) initiated with a Neutral at Guggenheim
    • Laureate Education (LAUR) initiated with an Overweight at JPMorgan, tgt $40
    • LKQ Corp (LKQ) initiated with an Overweight at Stephens, tgt $39
    • Lululemon (LULU) initiated with a Neutral at Guggenheim
    • Macy's (M) initiated with a Neutral at Guggenheim
    • Magnum Ice Cream (MICC) initiated with a Neutral at BofA Securities
    • Magnum Ice Cream (MICC) initiated with an Overweight at Morgan Stanley
    • National Vision (EYE) initiated with a Buy at Guggenheim, tgt $32
    • Nike (NKE) initiated with a Buy at Guggenheim, tgt $77
    • On Holding (ONON) initiated with a Buy at Guggenheim, tgt $59
    • Opus Genetics (IRD) initiated with a Buy at B. Riley, tgt $9
    • Orchestra BioMed (OBIO) initiated with a Buy at TD Cowen, tgt $15
    • OrthoPediatrics (KIDS) initiated with a Buy at Canaccord, tgt $24
    • Peloton (PTON) initiated with a Neutral at Guggenheim
    • Planet Fitness (PLNT) initiated with a Buy at Guggenheim, tgt $130
    • PVH Corp (PVH) initiated with a Neutral at Guggenheim
    • Revolve Group (RVLV) initiated with a Neutral at Guggenheim
    • Roblox (RBLX) initiated with a Buy at B. Riley, tgt $125
    • Ross Stores (ROST) initiated with a Buy at Guggenheim, tgt $199
    • Samsara (IOT) initiated with an Overweight at KeyBanc, tgt $55
    • SharkNinja (SN) initiated with a Buy at TD Cowen, tgt $135
    • Sprott (SII) initiated with a Sector Perform at RBC Capital
    • Take-Two (TTWO) initiated with a Buy at B. Riley, tgt $300
    • Tapestry (TPR) initiated with a Neutral at Guggenheim
    • TJX (TJX) initiated with a Buy at Guggenheim, tgt $175
    • Under Armour (UAA) initiated with a Buy at Guggenheim, tgt $6
    • Unisys (UIS) initiated with an Outperform at William Blair
    • Urban Outfitters (URBN) initiated with a Neutral at Guggenheim
    • VF Corp (VFC) initiated with a Neutral at Guggenheim
    • Victoria's Secret (VSCO) initiated with a Neutral at Guggenheim