>>> US Research Calls I

Research Calls I
  • Upgrades:
    • CrowdStrike (CRWD) upgraded to Outperform from Neutral at Mizuho, tgt $520
    • First BanCorp (FBP) upgraded to Strong Buy from Outperform at Raymond James, tgt $27
    • Fortinet (FTNT) upgraded to Buy from Neutral at Arete, tgt $104
    • Kingfisher (KGFHY) upgraded to Equal Weight from Underweight at Barclays
    • MSC Industrial (MSM) upgraded to Overweight from Sector Weight at KeyBanc, tgt $117
    • Nokia (NOK) upgraded to Buy from Hold at Argus, tgt $15
    • Nutrien (NTR) upgraded to Overweight from Equal Weight at Barclays, tgt $85
    • OGE Energy (OGE) upgraded to Equal Weight from Underweight at Wells Fargo, tgt $47
    • Orsted (DNNGY) upgraded to Buy from Neutral at Goldman
    • Rollins (ROL) upgraded to Buy from Neutral at Rothschild & Co Redburn, tgt $66
    • Sendas Distribuidora S.A. (ASAI) upgraded to Neutral from Underweight at JPMorgan, tgt $10.50
    • Snap (SNAP) upgraded to Buy from Neutral at Rothschild & Co Redburn, tgt $10
    • Visteon (VC) upgraded to Outperform from Peer Perform at Wolfe Research, tgt $135
  • Downgrades:
    • Adobe (ADBE) downgraded to Neutral from Outperform at Mizuho, tgt $270
    • AMD (AMD) downgraded to Market Perform from Outperform at Northland, tgt $260
    • Americold Realty Trust (COLD) downgraded to Underweight from Overweight at Barclays, tgt $12
    • Campbell's (CPB) downgraded to Market Perform from Outperform at Bernstein, tgt $21
    • Digital Realty (DLR) downgraded to Hold from Buy at HSBC, tgt $210
    • Gartner (IT) downgraded to Neutral from Buy at Goldman, tgt $171
    • GE Vernova (GEV) downgraded to Neutral from Outperform at BNP Paribas, tgt $1,190
    • Kinsale Capital (KNSL) downgraded to Equal Weight from Overweight at Wells Fargo, tgt $357
    • KKR Real Estate (KREF) downgraded to Market Perform from Outperform at Citizens
    • Lineage (LINE) downgraded to Underweight from Equal Weight at Barclays, tgt $34
    • Pinterest (PINS) downgraded to Neutral from Buy at Rothschild & Co Redburn, tgt $23
    • W. R. Berkley (WRB) downgraded to Hold from Buy at Argus
  • Others:
    • BioMarin (BMRN) resumed with an Overweight at Morgan Stanley, tgt $120
    • Celcuity (CELC) initiated with an Outperform at Citizens, tgt $150
    • Cohu (COHU) initiated with a Buy at Jefferies, tgt $55
    • Commvault (CVLT) initiated with a Hold at Jefferies, tgt $105
    • DDC Enterprise (DDC) initiated with a Buy at Benchmark, tgt $3
    • DoorDash (DASH) initiated with a Buy at TD Cowen, tgt $225
    • Galaxy Digital (GLXY) initiated with a Buy at Chardan, tgt $35
    • HMH Holding (HMH) initiated with a Buy at Citigroup, tgt $30
    • HMH Holding (HMH) initiated with a Buy at Stifel, tgt $27
    • HMH Holding (HMH) initiated with an Outperform at Evercore ISI, tgt $27
    • HMH Holding (HMH) initiated with an Overweight at Piper Sandler, tgt $32
    • Keel Infrastructure (KEEL) initiated with a Buy at Chardan, tgt $4.50
    • Kearny Financial (KRNY) assumed with an Overweight at Piper Sandler, tgt $9.50
    • Kopin (KOPN) initiated with a Buy at JonesResearch, tgt $6
    • LB Pharmaceuticals (LBRX) initiated with a Buy at H.C. Wainwright, tgt $45
    • Matson (MATX) initiated with an Overweight at JPMorgan, tgt $230
    • Micron (MU) initiated with a Buy at Melius Research
    • Mineralys Therapeutics (MLYS) initiated with a Buy at TD Cowen
    • NervGen Pharma (NGEN) initiated with a Buy at H.C. Wainwright, tgt $18
    • Powell (POWL) initiated with an Overweight at JPMorgan, tgt $310
    • Riot Platforms (RIOT) initiated with a Buy at Chardan, tgt $27.50
    • Rubrik (RBRK) initiated with a Buy at Jefferies, tgt $65
    • Rush Enterprises (RUSHA) initiated with an Outperform at Wolfe Research, tgt $88
    • SanDisk (SNDK) initiated with a Buy at Melius Research
    • Structure Therapeutics (GPCR) initiated with a Buy at Canaccord, tgt $101
    • StubHub (STUB) initiated with an Equal Weight at Morgan Stanley, tgt $8.25
    • TuHURA Biosciences (HURA) initiated with an Outperform at Citizens, tgt $9