>>> US Research Calls I

Research Calls I
  • Upgrades
    • Broadcom (AVGO) upgraded to Buy from Hold at Erste Group
    • Dollar Tree (DLTR) upgraded to Overweight from Neutral at JPMorgan, tgt $111
    • Dr. Reddy's (RDY) upgraded to Buy from Hold at HSBC, tgt $16.90
    • Intuitive Surgical (ISRG) upgraded to Buy from Hold at Erste Group
    • OGE Energy (OGE) upgraded to Overweight from Equal Weight at Barclays, tgt $47
    • Southern Company (SO) upgraded to Buy from Hold at Jefferies, tgt $100
    • Texas Instruments (TXN) upgraded to Market Perform from Underperform at Bernstein, tgt $180
    • Udemy (UDMY) upgraded to Equal Weight from Underweight at Morgan Stanley, tgt $9
    • Visa (V) upgraded to Outperform from Neutral at Mizuho, tgt $425
  • Downgrades
    • Chewy (CHWY) downgraded to Hold from Buy at Jefferies, tgt $43
    • Coursera (COUR) downgraded to Equal Weight from Overweight at Morgan Stanley, tgt $11
    • Eli Lilly (LLY) downgraded to Hold from Buy at Erste Group
    • Ferguson (FERG) downgraded to Hold from Buy at Berenberg, tgt $215
    • Hamilton Insurance (HG) downgraded to Market Perform from Outperform at BMO Capital, tgt $23
    • Lavoro (LVRO) downgraded to Underperform from Outperform at Oppenheimer
    • MercadoLibre (MELI) downgraded to Hold from Buy at Jefferies, tgt $2,800
    • Salesforce (CRM) downgraded to Hold from Buy at Erste Group
  • Others
    • CoreWeave (CRWV) initiated with a Neutral at Arete, tgt $130
    • Excelerate Energy (EE) initiated with a Buy at Jefferies, tgt $39
    • Funko (FNKO) initiated with a Buy at Texas Capital, tgt $8
    • Kingsoft Cloud (KC) assumed with a Buy at UBS, tgt $14
    • Marvell (MRVL) initiated with a Buy at China Renaissance
    • Milestone Pharmaceuticals (MIST) assumed with a Buy at H.C. Wainwright, tgt $5
    • Monopar Therapeutics (MNPR) initiated with a Buy at Lucid Capital, tgt $71
    • Nebius Group (NBIS) initiated with a Buy at Arete, tgt $84
    • Parker-Hannifin (PH) initiated with an Equal Weight at Morgan Stanley, tgt $700
    • Phio Pharmaceuticals (PHIO) assumed with a Buy at H.C. Wainwright, tgt $14
    • PolyPid (PYPD) initiated with a Buy at Roth Capital, tgt $9
    • Telix Pharmaceuticals (TLX) initiated with an Outperform at Wedbush, tgt $22