>>> US Research Calls I

Research Calls I
  • Upgrades
    • Air France-KLM (AFLYY) upgraded to Overweight from Neutral at JPMorgan
    • BankUnited (BKU) upgraded to Buy from Hold at Jefferies, tgt $55
    • Chime (CHYM) upgraded to Buy from Neutral at Goldman, tgt $27
    • Compass Group (CMPGY) upgraded to Outperform from Sector Perform at RBC Capital
    • Chevron (CVX) upgraded to Buy from Hold at HSBC, tgt $169
    • Kratos Defense (KTOS) upgraded to Buy from Neutral at B. Riley, tgt $105
    • Lufthansa (DLAKY) upgraded to Neutral from Underweight at JPMorgan
    • Neumora Therapeutics (NMRA) upgraded to Outperform from Sector Perform at RBC Capital, tgt $7
    • Old Dominion (ODFL) upgraded to Outperform from Market Perform at BMO Capital, tgt $170
    • Shattuck Labs (STTK) upgraded to Buy from Neutral at H.C. Wainwright, tgt $6
    • Spyre Therapeutics (SYRE) upgraded to Buy from Hold at JonesResearch, tgt $64
    • Take-Two Interactive (TTWO) upgraded to Buy from Neutral at Arete, tgt $284
    • Thermo Fisher Scientific (TMO) upgraded to Buy from Hold at HSBC, tgt $670
    • Toast (TOST) upgraded to Outperform from Neutral at BNP Paribas Exane, tgt $40
    • Unity Software (U) upgraded to Buy from Neutral at Arete, tgt $48
  • Downgrades
    • American Tower (AMT) downgraded to Equal Weight from Overweight at Barclays, tgt $200
    • Crown Castle (CCI) downgraded to Equal Weight from Overweight at Barclays, tgt $101
    • easyJet (ESYJY) downgraded to Underweight from Neutral at JPMorgan
    • Enterprise Products Partners (EPD) downgraded to Neutral from Overweight at JPMorgan, tgt $35
    • Li Auto (LI) downgraded to Hold from Buy at China Renaissance, tgt $18.50
    • MPLX (MPLX) downgraded to Neutral from Overweight at JPMorgan, tgt $57
    • PTC Therapeutics (PTCT) downgraded to Sector Perform from Outperform at RBC Capital, tgt $91
    • REV Group (REVG) downgraded to Neutral from Outperform at Robert W. Baird, tgt $55
    • Sionna Therapeutics (SION) downgraded to Underperform from Sector Perform at RBC Capital, tgt $24
    • Titan Machinery (TITN) downgraded to Neutral from Outperform at Robert W. Baird, tgt $21
    • TotalEnergies (TTE) downgraded to Hold from Buy at HSBC
    • Trinseo (TSE) downgraded to Neutral from Overweight at Alembic Global, tgt $1
    • VICI Properties (VICI) downgraded to In Line from Outperform at Evercore ISI, tgt $32
    • Vivendi (VIVHY) downgraded to Hold from Buy at Kepler Cheuvreux
  • Others
    • Adecoagro (AGRO) resumed Underweight from Neutral at JPMorgan, tgt $7
    • Archer Aviation (ACHR) initiated Neutral at Goldman, tgt $11
    • AxoGen (AXGN) initiated Outperform at Mizuho, tgt $40
    • Beta Technologies (BETA) initiated Buy at BofA Securities, tgt $35
    • Beta Technologies (BETA) initiated Overweight at Cantor Fitzgerald, tgt $42
    • Beta Technologies (BETA) initiated Buy at BTIG Research, tgt $40
    • Beta Technologies (BETA) initiated Buy at Needham, tgt $34
    • Beta Technologies (BETA) initiated Buy at Citigroup, tgt $41
    • Beta Technologies (BETA) initiated Buy at Goldman, tgt $47
    • Beta Technologies (BETA) initiated Hold at Jefferies, tgt $30
    • BillionToOne (BLLN) initiated Buy at BTIG Research, tgt $160
    • BillionToOne (BLLN) initiated Equal Weight at Wells Fargo, tgt $110
    • BillionToOne (BLLN) initiated Buy at Stifel, tgt $145
    • BillionToOne (BLLN) initiated Overweight at Piper Sandler, tgt $150
    • BillionToOne (BLLN) initiated Overweight at JPMorgan, tgt $150
    • BillionToOne (BLLN) initiated Hold at Jefferies, tgt $117
    • Cal-Maine Foods (CALM) initiated Buy at Benchmark, tgt $100
    • Carvana (CVNA) initiated Buy at UBS, tgt $450
    • Ceva (CEVA) initiated Buy at Loop Capital, tgt $28
    • Eve Holding (EVEX) initiated Neutral at Goldman, tgt $4.84
    • Evommune (EVMN) initiated Overweight at Cantor Fitzgerald
    • Evommune (EVMN) initiated Outperform at Evercore ISI, tgt $40
    • Evommune (EVMN) initiated Outperform at William Blair
    • Evommune (EVMN) initiated Overweight at Morgan Stanley, tgt $36
    • Exzeo (XZO) initiated Buy at Truist, tgt $25
    • Exzeo (XZO) initiated Outperform at William Blair
    • Galecto (GLTO) initiated Buy at Guggenheim, tgt $32
    • Goosehead Insurance (GSHD) initiated Buy at Jefferies, tgt $93
    • Immunome (IMNM) initiated Buy at Truist, tgt $36
    • Joby Aviation (JOBY) initiated Sell at Goldman, tgt $10
    • Power Solutions (PSIX) initiated Buy at Jefferies, tgt $101.51
    • Ryan Specialty (RYAN) initiated Hold at Jefferies, tgt $64
    • Telefonica (TEF) resumed Neutral at Citigroup
    • TSS (TSSI) initiated Buy at Lucid Capital, tgt $15
    • WeRide (WRD) initiated Buy at BofA Securities, tgt $12