>>> US Research Calls II

Research Calls II
  • Upgrades:
    • Block (SQ) upgraded to Outperform from Mkt Perform at William Blair
    • Toast (TOST) upgraded to Outperform from Neutral at Mizuho; tgt raised to $33
    • V.F. Corp (VFC) upgraded to Buy from Neutral at Citigroup; tgt raised to $20
  • Downgrades:
    • 10x Genomics (TXG) downgraded to Neutral from Overweight at JP Morgan; tgt lowered to $20
    • Inari (NARI) downgraded to Hold from Buy at Needham
    • Melco Resorts & Entertainment (MLCO) downgraded to Neutral from Overweight at JP Morgan; tgt lowered to $7
    • Molson Coors Brewing (TAP) downgraded to Underweight from Equal Weight at Barclays; tgt lowered to $47
    • Morgan Stanley Direct Lending (MSDL) downgraded to Neutral from Buy at UBS; tgt $23.50
    • Palo Alto Networks (PANW) downgraded to Neutral from Buy at Redburn Atlantic; tgt lowered to $325
    • PayPal (PYPL) downgraded to Mkt Perform from Outperform at William Blair
    • Pinnacle Finl (PFNP) downgraded to Neutral from Overweight at Piper Sandler; tgt raised to $98
    • Teradyne (TER) downgraded to Market Perform from Outperform at Northland Capital
  • Others:
    • Impinj (PI) initiated with an Overweight at Cantor Fitzgerald; tgt $205
    • PagerDuty (PD) initiated with a Neutral at Goldman; tgt $24
    • Thor Industries (THO) initiated with a Hold at The Benchmark Company
    • TKO Group Holdings (TKO) initiated with a Buy at Redburn Atlantic; tgt $129
    • Winnebago (WGO) initiated with a Buy at The Benchmark Company; tgt $75