>>> US Research Calls I

Research Calls I
  • Upgrades
    • Antero Resources (AR) upgraded to Overweight from Equal Weight at Wells Fargo, tgt $39
    • Aon plc (AON) upgraded to Buy from Neutral at Citigroup, tgt $402
    • Boeing (BA) upgraded to Buy from Hold at Freedom Capital, tgt $223
    • Casella Waste Systems (CWST) upgraded to Equal Weight from Underweight at Barclays, tgt $95
    • Cisco (CSCO) upgraded to Buy from Neutral at UBS, tgt $88
    • Ecolab (ECL) upgraded to Outperform from In Line at Evercore ISI, tgt $300
    • Edwards Lifesciences (EW) upgraded to Outperform at Raymond James, tgt $96
    • First Bancorp (FBNC) upgraded to Overweight from Neutral at Piper Sandler, tgt $58
    • First Foundation (FFWM) upgraded to Overweight from Neutral at Piper Sandler, tgt $6.75
    • Incyte (INCY) upgraded to Buy from Neutral at Guggenheim, tgt $125
    • Kilroy Realty (KRC) upgraded to Outperform from Sector Perform at RBC Capital, tgt $47
    • LCI Industries (LCII) upgraded to Market Perform from Underperform at BMO Capital, tgt $110
    • Linde (LIN) upgraded to Buy from Neutral at Seaport Research Partners, tgt $500
    • Madrigal Pharmaceuticals (MDGL) upgraded to Neutral from Underperform at BofA Securities, tgt $445
    • MoonLake Immunotherapeutics (MLTX) upgraded to Buy from Neutral at H.C. Wainwright, tgt $30
    • Netflix (NFLX) upgraded to Outperform from Neutral at KGI Securities, tgt $1,350
    • Nestle (NSRGY) upgraded to Buy from Hold at Berenberg
    • Pampa Energia (PAM) upgraded to Buy from Neutral at Citigroup, tgt $113
    • ProPetro Holding (PUMP) upgraded to Overweight from Neutral at Piper Sandler, tgt $16
    • Replimune (REPL) upgraded to Market Perform from Underperform at BMO Capital, tgt $11
    • Red Rock Resorts (RRR) upgraded to Buy from Hold at Stifel, tgt $68
    • Roku (ROKU) upgraded to Overweight from Neutral at Piper Sandler, tgt $135
    • Societe Generale (SCGLY) upgraded to Buy from Hold at Kepler Cheuvreux
    • Universal Health Services (UHS) upgraded to Outperform from Market Perform at Raymond James, tgt $270
    • Westlake Chemical (WLK) upgraded to Buy from Neutral at BofA Securities
  • Downgrades
    • AptarGroup (ATR) downgraded to Market Perform from Outperform at William Blair
    • Arcos Dorados (ARCO) downgraded to Neutral from Outperform at Bradesco BBI, tgt $8.50
    • Brown & Brown (BRO) downgraded to Neutral from Buy at BofA Securities, tgt $97
    • Charter Communications (CHTR) downgraded to Market Perform from Outperform at Bernstein, tgt $280
    • Charter Communications (CHTR) downgraded to Sector Weight from Overweight at KeyBanc
    • Canadian Solar (CSIQ) downgraded to Hold from Buy at Jefferies, tgt $19.64
    • Exelixis (EXEL) downgraded to Neutral from Buy at Guggenheim
    • IQVIA Holdings (IQV) downgraded to Hold from Buy at TD Cowen, tgt $215
    • Luminar Technologies (LAZR) downgraded to Underweight from Neutral at JPMorgan
    • Marsh & McLennan (MMC) downgraded to Underperform from Neutral at BofA Securities, tgt $181
    • Owens & Minor (OMI) downgraded to Neutral from Buy at UBS, tgt $4
    • Rigetti Computing (RGTI) downgraded to Neutral from Buy at B. Riley, tgt $42
    • Vodafone (VOD) downgraded to Sell from Neutral at UBS
  • Others
    • Alliance Laundry Holdings (ALH) initiated with a Buy at BofA Securities, tgt $37
    • Alliance Laundry Holdings (ALH) initiated with a Buy at Citigroup, tgt $32
    • Alliance Laundry Holdings (ALH) initiated with a Buy at Goldman, tgt $32
    • Alliance Laundry Holdings (ALH) initiated with an Equal Weight at Morgan Stanley, tgt $28
    • Alliance Laundry Holdings (ALH) initiated with an Overweight at JPMorgan, tgt $31
    • Alliance Laundry Holdings (ALH) initiated with an Outperform at Robert W. Baird, tgt $31
    • Alliance Laundry Holdings (ALH) initiated with an Outperform at BMO Capital, tgt $30
    • Alliance Laundry Holdings (ALH) initiated with a Buy at UBS, tgt $31
    • Chime Financial (CHYM) initiated with a Hold at Jefferies, tgt $17
    • DT Midstream (DTM) initiated with a Buy at Jefferies, tgt $125
    • Disc Medicine (IRON) resumed with a Buy at Stifel, tgt $125
    • Halliburton (HAL) initiated with a Buy at Rothschild & Co Redburn, tgt $35
    • Intuitive Machines (LUNR) initiated with a Buy at Stifel, tgt $18
    • Kalaris Therapeutics (KLRS) initiated with an Outperform at Citizens JMP, tgt $20
    • Kymera Therapeutics (KYMR) assumed with a Buy at Guggenheim, tgt $90
    • Phoenix Education Partners (PXED) initiated with a Hold at Truist, tgt $38
    • Phoenix Education Partners (PXED) initiated with a Buy at Jefferies, tgt $46
    • Phoenix Education Partners (PXED) initiated with an Overweight at Morgan Stanley, tgt $45
    • Phoenix Education Partners (PXED) initiated with an Outperform at BMO Capital, tgt $45
    • Phoenix Education Partners (PXED) initiated with a Neutral at Goldman, tgt $42
    • Pitney Bowes (PBI) initiated with a Neutral at Goldman, tgt $11
    • Playtika Holding (PLTK) initiated with a Hold at Freedom Capital, tgt $3.75
    • Qnity Electronics (Q) initiated with an Outperform at Wolfe Research, tgt $110
    • Revolution Medicines (RVMD) initiated with an Outperform at RBC Capital, tgt $77
    • SLB (SLB) initiated with a Buy at Rothschild & Co Redburn, tgt $48
    • Solstice Advanced Materials (SOLS) initiated with a Buy at UBS, tgt $62