Research Calls I
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Upgrades
- Bloom Energy (BE) upgraded to Overweight from Neutral at JPMorgan, tgt $33
- BridgeBio (BBIO) upgraded to Outperform from Perform at Oppenheimer, tgt $60
- Brown-Forman (BF.B) upgraded to Neutral from Sell at Rothschild & Co Redburn, tgt $30
- Caterpillar (CAT) upgraded to Buy from Hold at Melius Research, tgt $500
- Charles River (CRL) upgraded to Buy from Neutral at Citigroup, tgt $200
- Citizens Financial Group (CFG) upgraded to Outperform from Mkt Perform at Keefe Bruyette; tgt $57
- Doximity (DOCS) upgraded to Outperform from In Line at Evercore ISI, tgt $70
- Fox Corp. (FOXA) upgraded to Peer Perform from Underperform at Wolfe Research
- Haemonetics (HAE) upgraded to Buy from Neutral at Citigroup, tgt $90
- Hologic (HOLX) upgraded to Buy from Neutral at Citigroup, tgt $80
- J.M. Smucker (SJM) upgraded to Outperform from Underperform at BNP Paribas Exane, tgt $120
- JPMorgan Chase (JPM) upgraded to Outperform from Mkt Perform at Keefe Bruyette; tgt $327
- Microsoft (MSFT) upgraded to Outperform from Perform at Oppenheimer, tgt $600
- Morgan Stanley (MS) upgraded to Outperform from Mkt Perform at Keefe Bruyette; tgt $160
- PNC (PNC) upgraded to Mkt Perform from Underperform at Keefe Bruyette; tgt $212
- Sunrun (RUN) upgraded to Hold from Underperform at Jefferies, tgt $11
- The Hanover (THG) upgraded to Outperform from Market Perform at Keefe Bruyette, tgt $188
- Warner Music (WMG) upgraded to Neutral from Underperform at BofA Securities, tgt $33
- Bloom Energy (BE) upgraded to Overweight from Neutral at JPMorgan, tgt $33
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Downgrades
- Arch Capital (ACGL) downgraded to Market Perform from Outperform at Keefe Bruyette, tgt $101
- Ball Corp. (BALL) downgraded to Neutral from Buy at BofA Securities, tgt $66
- Enphase Energy (ENPH) downgraded to Sell from Buy at Goldman, tgt $32
- EOG Resources (EOG) downgraded to Neutral from Buy at Roth Capital, tgt $134
- Freeport-McMoRan (FCX) downgraded to Neutral from Buy at BofA Securities, tgt $56
- Greif (GEF) downgraded to Neutral from Buy at BofA Securities, tgt $77
- Illumina (ILMN) downgraded to Sell from Neutral at Citigroup, tgt $80
- LPL Financial (LPLA) downgraded to Hold from Buy at TD Cowen, tgt $403
- Monster Beverage (MNST) downgraded to Neutral from Buy at Rothschild & Co Redburn, tgt $60
- Norfolk Southern (NSC) downgraded to Neutral from Buy at Citigroup, tgt $288
- O-I Glass (OI) downgraded to Neutral from Buy at BofA Securities, tgt $17
- PVH Corp. (PVH) downgraded to Hold from Buy at TD Cowen, tgt $74
- RenaissanceRe (RNR) downgraded to Market Perform from Outperform at Keefe Bruyette, tgt $268
- RxSight (RXST) downgraded to Neutral from Buy at BTIG
- RxSight (RXST) downgraded to Equal Weight from Overweight at Wells Fargo, tgt $9
- Silgan Holdings (SLGN) downgraded to Neutral from Buy at BofA Securities, tgt $59
- SolarEdge (SEDG) downgraded to Neutral from Buy at Goldman, tgt $27
- Tandem Diabetes (TNDM) downgraded to Sell from Neutral at Citigroup, tgt $14
- Thermo Fisher (TMO) downgraded to Neutral from Buy at UBS, tgt $460
- Truist (TFC) downgraded to Mkt Perform from Outperform at Keefe Bruyette; tgt $48
- T-Mobile (TMUS) downgraded to Underweight from Sector Weight at KeyBanc, tgt $200
- Wynn Resorts (WYNN) downgraded to Neutral from Buy at Citigroup, tgt $114
- XPO (XPO) downgraded to Neutral from Buy at Citigroup, tgt $140
- Arch Capital (ACGL) downgraded to Market Perform from Outperform at Keefe Bruyette, tgt $101
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Others
- Alamos Gold (AGI) initiated with a Buy at Stifel
- Altria (MO) assumed with an Underperform at Jefferies, tgt $50
- BBB Foods (TBBB) initiated with a Neutral at Goldman, tgt $29
- Bio-Techne (TECH) initiated with a Buy at TD Cowen, tgt $65
- British American Tobacco (BTI) assumed with a Buy at Jefferies
- Cartesian Therapeutics (RNAC) initiated with an Outperform at Wedbush, tgt $38
- C3 AI (AI) initiated with a Buy at WestPark Capital, tgt $40
- Ero Copper (ERO) downgraded to Sector Perform from Outperform at National Bank
- Ero Copper (ERO) initiated with a Buy at Stifel
- FVCBankcorp (FVCB) assumed with an Overweight at Piper Sandler, tgt $16
- GeneDx (WGS) initiated with an Overweight at Piper Sandler, tgt $110
- Genius Sports (GENI) initiated with a Buy at Arete, tgt $15
- Inovio (INO) initiated with an Overweight at Piper Sandler, tgt $5
- Instacart (CART) initiated with a Neutral at Edgewater Research
- Kinetik Holdings (KNTK) initiated with a Buy at Clear Street, tgt $60
- LiveRamp (RAMP) initiated with a Buy at DA Davidson, tgt $45
- MongoDB (MDB) initiated with an Outperform at Wolfe Research, tgt $280
- Newmont (NEM) initiated with a Buy at Stifel, tgt $73
- Philip Morris (PM) assumed with a Buy at Jefferies, tgt $220
- Redwire (RDW) initiated with a Buy at Canaccord, tgt $20
- Sportradar (SRAD) initiated with a Neutral at Arete, tgt $31
- Super Micro (SMCI) resumed with an Underperform at BofA Securities, tgt $35
- Teck Resources (TECK) initiated with a Hold at Stifel
- Wingstop (WING) initiated with an Outperform at William Blair
- Alamos Gold (AGI) initiated with a Buy at Stifel