>>> US Research Calls I

Research Calls I
  • Upgrades
    • American Express (AXP) upgraded to Neutral from Sell at Redburn Atlantic, tgt $255
    • Apollo Commercial (ARI) upgraded to Buy from Neutral at BTIG Research, tgt $11
    • ATI (ATI) upgraded to Overweight from Sector Weight at KeyBanc, tgt $55
    • BlackLine (BL) upgraded to Neutral from Underweight at Piper Sandler, tgt $46
    • Cava Group (CAVA) upgraded to Outperform from Market Perform at Bernstein, tgt $115
    • Dogwood Therapeutics (DWTX) upgraded to Buy from Neutral at H.C. Wainwright, tgt $10
    • FIS (FIS) upgraded to Outperform from Perform at Oppenheimer, tgt $94
    • FirstEnergy (FE) upgraded to Neutral from Underperform at BofA Securities, tgt $45
    • Intuit (INTU) upgraded to Buy from Hold at HSBC, tgt $699
    • Lockheed Martin (LMT) upgraded to Outperform from Neutral at Baird, tgt $540
    • Loma Negra (LOMA) upgraded to Buy from Neutral at BofA Securities, tgt $14
    • RTX (RTX) upgraded to Overweight from Equal Weight at Morgan Stanley, tgt $135
    • Toast (TOST) upgraded to Outperform from Peer Perform at Wolfe Research, tgt $44
    • Valmont (VMI) upgraded to Outperform from Market Perform at William Blair
  • Downgrades
    • Chevron (CVX) downgraded to Sell from Neutral at Redburn Atlantic, tgt $124
    • Enphase Energy (ENPH) downgraded to Underweight from Equal Weight at Morgan Stanley, tgt $36
    • Eni (E) downgraded to Neutral from Buy at Redburn Atlantic
    • Equinor (EQNR) downgraded to Sell from Buy at Redburn Atlantic
    • Flywire (FLYW) downgraded to Peer Perform from Outperform at Wolfe Research
    • Global Payments (GPN) downgraded to Peer Perform from Outperform at Wolfe Research
    • Oracle (ORCL) downgraded to Neutral from Overweight at Piper Sandler, tgt $130
    • SolarEdge (SEDG) downgraded to Underweight from Equal Weight at Morgan Stanley, tgt $10
    • Sunrun (RUN) downgraded to Equal Weight from Overweight at Morgan Stanley, tgt $11
    • Texas Roadhouse (TXRH) downgraded to Neutral from Buy at Citigroup, tgt $164
    • Vodafone (VOD) downgraded to Underweight from Neutral at JPMorgan
  • Others
    • Adtalem Global Education (ATGE) initiated with a Buy at Jefferies, tgt $135
    • BellRing Brands (BRBR) initiated with a Neutral at UBS, tgt $81
    • Campbell's (CPB) initiated with a Sell at UBS, tgt $36
    • Check Point (CHKP) initiated with a Neutral at Roth Capital, tgt $215
    • Clene (CLNN) initiated with a Buy at JonesResearch, tgt $30
    • Coinbase (COIN) initiated with a Buy at Benchmark, tgt $252
    • CrowdStrike (CRWD) initiated with a Buy at Roth Capital, tgt $410
    • CyberArk (CYBR) initiated with a Buy at Roth Capital, tgt $415
    • Duolingo (DUOL) initiated with an Overweight at Morgan Stanley, tgt $435
    • Foghorn Therapeutics (FHTX) initiated with an Outperform at Citizens JMP, tgt $9
    • Fortinet (FTNT) initiated with a Neutral at Roth Capital, tgt $103
    • General Mills (GIS) initiated with a Sell at UBS, tgt $54
    • Innovative Industrial Properties (IIPR) assumed with an Outperform at Wolfe Research, tgt $57
    • J.M. Smucker (SJM) initiated with a Buy at UBS, tgt $134
    • Nuvation Bio (NUVB) initiated with an Outperform at Citizens JMP, tgt $6
    • Oklo (OKLO) initiated with a Buy at H.C. Wainwright, tgt $55
    • Okta (OKTA) initiated with a Buy at Roth Capital, tgt $119
    • PayPal (PYPL) initiated with a Sell at Compass Point, tgt $56
    • SentinelOne (S) initiated with a Buy at Roth Capital, tgt $26
    • Simply Good Foods (SMPL) initiated with a Neutral at UBS, tgt $41
    • Tourmaline Bio (TRML) initiated with a Buy at Chardan, tgt $70
    • TXO Partners (TXO) resumed with a Buy at Stifel, tgt $20
    • Utz Brands (UTZ) initiated with a Neutral at UBS, tgt $15
    • Zscaler (ZS) initiated with a Neutral at Roth Capital, tgt $215