>>> US Research Calls I

Research Calls I
  • Upgrades
    • Bill (BILL) upgraded to Buy from Hold at Truist, tgt $63
    • Casella Waste (CWST) upgraded to Buy from Hold at Loop Capital, tgt $88
    • Delek US (DK) upgraded to Hold from Sell at TD Cowen, tgt $28
    • Fiverr (FVRR) upgraded to Buy from Neutral at BTIG Research, tgt $31
    • Intel (INTC) upgraded to Buy from Hold at Benchmark, tgt $43
    • Klaviyo (KVYO) upgraded to Overweight from Equal Weight at Morgan Stanley, tgt $50
    • Lincoln National (LNC) upgraded to Overweight from Equal Weight at Morgan Stanley, tgt $58
    • PagBank (PAGS) upgraded to Buy from Neutral at BofA Securities, tgt $13
    • SiteOne Landscape (SITE) upgraded to Buy from Hold at Loop Capital, tgt $160
    • Stellantis (STLA) upgraded to Buy from Hold at Berenberg, tgt $11.20
    • Tesla (TSLA) upgraded to Outperform from Neutral at Robert W. Baird, tgt $548
  • Downgrades
    • Hess Midstream (HESM) downgraded to Equal Weight from Overweight at Wells Fargo, tgt $39
    • Intel (INTC) downgraded to Sell from Neutral at Citigroup, tgt $29
    • MetLife (MET) downgraded to Neutral from Overweight at Piper Sandler, tgt $84
    • Replimune (REPL) downgraded to Underweight from Neutral at JPMorgan
    • UPS (UPS) downgraded to Market Perform from Outperform at BMO Capital, tgt $96
  • Others
    • American Healthcare REIT (AHR) initiated with a Buy at UBS, tgt $51
    • Amcor (AMCR) assumed with an Overweight at JPMorgan, tgt $10
    • BAE Systems (BAESY) initiated with a Buy at Goldman
    • Airbus (EADSY) initiated with a Buy at Goldman
    • Cheniere Energy (LNG) initiated with an Outperform at BMO Capital, tgt $268
    • Chord Energy (CHRD) initiated with a Sector Perform at Scotiabank, tgt $120
    • Clean Harbors (CLH) initiated with an Equal Weight at Barclays, tgt $253
    • CoreWeave (CRWV) initiated with a Buy at Loop Capital, tgt $165
    • GFL Environmental (GFL) initiated with an Overweight at Barclays, tgt $62
    • Garrett Motion (GTX) initiated with a Buy at Stifel, tgt $17.50
    • Kinder Morgan (KMI) initiated with an Outperform at BMO Capital, tgt $32
    • Montrose Environmental (MEG) initiated with an Overweight at Barclays, tgt $35
    • Permian Resources (PR) initiated with an Outperform at Scotiabank, tgt $21
    • Republic Services (RSG) initiated with an Equal Weight at Barclays, tgt $240
    • Rolls-Royce (RYCEY) initiated with a Buy at Goldman
    • Safran (SAFRY) initiated with a Buy at Goldman
    • Beauty Health (SKIN) initiated with a Buy at Roth Capital, tgt $3.50
    • Targa Resources (TRGP) initiated with an Outperform at BMO Capital, tgt $185
    • Veralto (VLTO) initiated with an Overweight at Barclays, tgt $120
    • Waste Connections (WCN) initiated with an Equal Weight at Barclays, tgt $192
    • Waste Management (WM) initiated with an Overweight at Barclays, tgt $272
    • Williams (WMB) initiated with an Outperform at BMO Capital, tgt $66
    • Watts Water (WTS) initiated with an Equal Weight at Barclays, tgt $287
    • Xylem (XYL) initiated with an Overweight at Barclays, tgt $165