>>> US Research Calls I

Research Calls I
  • Upgrades:
    • AAON (AAON) upgraded to Outperform from Neutral at Robert W. Baird; tgt raised to $130
    • Alaska Air (ALK) upgraded to Buy from Hold at Melius; tgt $56
    • Ameris Bancorp (ABCB) upgraded to Outperform from Mkt Perform at Raymond James; tgt $67
    • Aon (AON) upgraded to Equal Weight from Underweight at Wells Fargo; tgt raised to $377
    • Community Financial System (CBU) upgraded to Strong Buy from Mkt Perform at Raymond James; tgt $67
    • Dover (DOV) upgraded to Outperform from Peer Perform at Wolfe Research; tgt $227
    • Federated Hermes (FHI) upgraded to Buy from Hold at TD Cowen; tgt raised to $46
    • Kinsale Capital (KNSL) upgraded to Outperform from Peer Perform at Wolfe Research; tgt $535
    • NIO (NIO) upgraded to Outperform from Neutral at Macquarie; tgt $6.60
    • Nutanix (NTNX) upgraded to Overweight from Equal-Weight at Morgan Stanley; tgt raised to $72
  • Downgrades:
    • CDW (CDW) downgraded to Neutral from Overweight at JP Morgan; tgt lowered to $235
    • Ciena (CIEN) downgraded to Equal-Weight from Overweight at Morgan Stanley; tgt $63
    • CNX Resources (CNX) downgraded to Hold from Buy at Truist; tgt lowered to $34
    • Colgate-Palmolive (CL) downgraded to Hold from Buy at Stifel; tgt lowered to $101
    • Frontier Communications Parent (FYBR) downgraded to Mkt Perform from Strong Buy at Raymond James
    • GlobalFoundries (GFS) downgraded to Equal-Weight from Overweight at Morgan Stanley; tgt lowered to $43
    • HomeTrust Bank (HTBI) downgraded to Mkt Perform from Outperform at Raymond James
    • Honeywell (HON) downgraded to Peer Perform from Outperform at Wolfe Research
    • Newmont Corporation (NEM) downgraded to Neutral from Sector Outperform at CIBC (Friday)
    • NextEra Energy Partners (NEP) downgraded to Neutral from Buy at Guggenheim; tgt lowered to $22
    • TriNet Group (TNET) downgraded to Hold from Buy at Needham
    • United Micro (UMC) downgraded to Equal-Weight from Overweight at Morgan Stanley
    • WEX (WEX) downgraded to Peer Perform from Outperform at Wolfe Research
  • Others:
    • Antero Resources (AR) initiated with a Buy at BofA Securities; tgt $36
    • Bowlero (BOWL) initiated with a Neutral at Piper Sandler; tgt $12
    • Ceragon (CRNT) initiated with a Buy at ROTH MKM; tgt $4.50
    • CNX Resources (CNX) resumed with an Underperform at BofA Securities; tgt $34
    • Comstock (CRK) initiated with a Buy at BofA Securities; tgt $14
    • Core Scientific (CORZ) initiated with a Buy at Jefferies; tgt $19
    • EQT Corp. (EQT) resumed with a Buy at BofA Securities; tgt $50
    • Expand Energy Corporation (EXE) resumed with a Buy at BofA Securities; tgt $114
    • FrontView REIT (FVR) initiated with a Buy at BofA Securities; tgt $22
    • FrontView REIT (FVR) initiated with an Overweight at Morgan Stanley; tgt $23
    • FrontView REIT (FVR) initiated with an Overweight at JP Morgan; tgt $21
    • National Fuel Gas (NFG) resumed with an Underperform at BofA Securities; tgt $62
    • Navigator Holdings (NVGS) initiated with a Buy at Alliance Global Partners; tgt $24
    • Performance Food Group (PFGC) resumed with an Equal-Weight at Morgan Stanley; tgt $92
    • Qorvo (QRVO) resumed with a Buy at Needham; tgt $135
    • Range Resources (RRC) resumed with a Neutral at BofA Securities; tgt $34
    • Serve Robotics (SERV) initiated with a Buy at Ladenburg Thalmann; tgt $16
    • StandardAero (SARO) initiated with a Neutral at BofA Securities; tgt $34
    • StandardAero (SARO) initiated with an Outperform at Wolfe Research; tgt $34
    • StandardAero (SARO) initiated with a Buy at Jefferies; tgt $38
    • StandardAero (SARO) initiated with an Equal-Weight at Morgan Stanley; tgt $33
    • StandardAero (SARO) initiated with an Outperform at RBC Capital Mkts; tgt $37
    • StandardAero (SARO) initiated with a Neutral at UBS; tgt $34
    • StandardAero (SARO) initiated with an Overweight at JP Morgan; tgt $36
    • StandardAero (SARO) initiated with an Outperform at Bernstein; tgt $39