Research Calls I
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Upgrades:
- Advance Auto (AAP) upgraded to Outperform from Neutral at Wedbush; tgt $55
- Ardagh Metal Packaging S.A. (AMBP) upgraded to Overweight from Equal Weight at Wells Fargo; tgt raised to $5
- ASE Technology (ASX) upgraded to Buy from Neutral at UBS
- Bausch + Lomb (BLCO) upgraded to Outperform from In-line at Evercore ISI; tgt raised to $25
- BOK Financial (BOKF) upgraded to Buy from Neutral at DA Davidson; tgt raised to $124
- Con Edison (ED) upgraded to Buy from Neutral at Citigroup; tgt raised to $116
- Doximity (DOCS) upgraded to Overweight from Equal Weight at Barclays; tgt raised to $52
- Duke Energy (DUK) upgraded to Outperform from Neutral at Mizuho; tgt raised to $121
- Meritage (MTH) upgraded to Neutral from Underperform at Wedbush; tgt raised to $195
- Revvity (RVTY) upgraded to Overweight from Equal Weight at Barclays; tgt raised to $140
- SM Energy (SM) upgraded to Buy from Hold at TD Cowen; tgt lowered to $60
- Wells Fargo (WFC) upgraded to Accumulate from Neutral at Phillip Securities
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Downgrades:
- American Intl (AIG) downgraded to Market Perform from Outperform at BMO Capital Markets; tgt lowered to $84
- American Water Works (AWK) downgraded to Neutral from Outperform at Mizuho; tgt raised to $140
- AppFolio (APPF) downgraded to Underperform from Mkt Perform at Keefe Bruyette; tgt lowered to $193
- Boeing (BA) downgraded to Hold from Buy at DZ Bank; tgt $152
- Ciena (CIEN) downgraded to In-line from Outperform at Evercore ISI; tgt $65
- CMS Energy (CMS) downgraded to Neutral from Outperform at Mizuho; tgt lowered to $72
- Commvault Systems (CVLT) downgraded to Neutral from Buy at Guggenheim
- Comstock (CRK) downgraded to Sell from Hold at Siebert Williams Shank; tgt $9
- Enphase Energy (ENPH) downgraded to Sector Perform from Outperform at RBC Capital Mkts; tgt lowered to $100
- Etsy (ETSY) downgraded to Sell from Neutral at Goldman; tgt lowered to $45
- Lennox Int'l (LII) downgraded to Sector Weight from Overweight at KeyBanc Capital Markets
- Magnolia Oil & Gas (MGY) downgraded to Hold from Buy at Siebert Williams Shank; tgt $30
- Mobileye Global (MBLY) downgraded to Sector Perform from Outperform at RBC Capital Mkts; tgt lowered to $11
- Noble Corporation (NE) downgraded to Hold from Buy at The Benchmark Company
- Prosperity Bancshares (PB) downgraded to Neutral from Buy at DA Davidson; tgt lowered to $78
- Transocean (RIG) downgraded to Hold from Buy at The Benchmark Company
- Valaris (VAL) downgraded to Hold from Buy at The Benchmark Company
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Others:
- Airbnb (ABNB) added to Evercore ISI Tactical Outperform list
- Alphabet (GOOG/L) added to Evercore ISI Tactical Outperform list
- Bruker (BRKR) initiated with an Overweight at Barclays; tgt $75
- Cadence Design (CDNS) initiated with a Buy at Berenberg; tgt $320
- Constellation Energy (CEG) initiated with a Neutral at Citigroup; tgt $284
- DHT (DHT) initiated with a Buy at BTIG Research; tgt $16
- Expedia Group (EXPE) added to Evercore ISI Tactical Outperform list
- German American Bancorp (GABC) initiated with an Overweight at Stephens; tgt $45
- HEICO (HEI) initiated with a Neutral at UBS; tgt $277
- Lemaitre Vascular (LMAT) initiated with a Neutral at Cantor Fitzgerald; tgt $96
- MarineMax (HZO) initiated with a Buy at The Benchmark Company; tgt $40
- Monro Muffler (MNRO) initiated with an Equal-Weight at Stephens; tgt $31
- Synopsys (SNPS) initiated with a Buy at Berenberg; tgt $660
- Valvoline (VVV) initiated with an Overweight at Stephens; tgt $49