>>> US Research Calls II

Research Calls II
  • Upgrades
    • Mercury Systems (MRCY) upgraded to Outperform from Sector Perform at RBC Capital, tgt $90
    • Moody's (MCO) upgraded to Buy from Hold at Deutsche Bank, tgt $528
    • Polaris (PII) upgraded to Neutral from Sell at Citigroup, tgt $60
    • RenaissanceRe (RNR) upgraded to In Line from Underperform at Evercore ISI, tgt $244
    • Samsara (IOT) upgraded to Outperform from In Line at Evercore ISI, tgt $50
    • SkyWest (SKYW) upgraded to Strong Buy from Outperform at Raymond James, tgt $140
    • Sunrun (RUN) upgraded to Buy from Hold at Jefferies, tgt $21
    • United Rentals (URI) upgraded to Outperform from Neutral at Robert W. Baird, tgt $1,050
  • Downgrades
    • MYR Group (MYRG) downgraded to Sector Weight from Overweight at KeyBanc
    • Palmer Square Capital BDC (PSBD) downgraded to Neutral from Overweight at JPMorgan, tgt $12
    • Sixth Street Specialty Lending (TSLX) downgraded to Neutral from Overweight at JPMorgan, tgt $24
    • Tetra Tech (TTEK) downgraded to Neutral from Buy at Northcoast
    • ViaSat (VSAT) downgraded to Underweight from Equal Weight at Barclays, tgt $23
  • Others
    • Klaviyo (KVYO) initiated with an Overweight at Wells Fargo, tgt $40
    • LTC Properties (LTC) initiated with a Neutral at Cantor Fitzgerald, tgt $38
    • MAA (MAA) initiated with a Neutral at Cantor Fitzgerald, tgt $150
    • Macom (MTSI) initiated with a Buy at TD Cowen, tgt $150
    • MongoDB (MDB) initiated with an Overweight at Wells Fargo, tgt $430
    • Monday.com (MNDY) initiated with an Overweight at Wells Fargo, tgt $260
    • Moody's (MCO) initiated with a Buy at Seaport Research, tgt $528
    • MSCI (MSCI) initiated with a Buy at Seaport Research, tgt $650
    • National Health Investors (NHI) initiated with an Overweight at Cantor Fitzgerald, tgt $90
    • Netgear (NTGR) initiated with a Buy at Seaport Research, tgt $40
    • Netstreit (NTST) initiated with an Overweight at Cantor Fitzgerald, tgt $21
    • Omega Healthcare (OHI) initiated with an Overweight at Cantor Fitzgerald, tgt $50
    • Oxford Lane (OXLC) initiated with a Buy at Clear Street, tgt $21.50
    • Park Hotels & Resorts (PK) initiated with a Neutral at Cantor Fitzgerald, tgt $12
    • Pebblebrook Hotel Trust (PEB) initiated with a Neutral at Cantor Fitzgerald, tgt $12
    • Pool Corp (POOL) initiated with a Sector Weight at KeyBanc
    • QXO (QXO) initiated with an Overweight at KeyBanc, tgt $28
    • Realty Income (O) initiated with a Neutral at Cantor Fitzgerald, tgt $64
    • Repligen (RGEN) initiated with a Buy at HSBC, tgt $150
    • Rexford Industrial (REXR) initiated with an Overweight at Cantor Fitzgerald, tgt $50
    • RingCentral (RNG) initiated with an Equal Weight at Wells Fargo, tgt $32
    • Ryman Hospitality (RHP) initiated with an Overweight at Cantor Fitzgerald, tgt $108
    • Safehold (SAFE) initiated with a Neutral at Cantor Fitzgerald, tgt $17
    • Sabra Health Care (SBRA) initiated with a Neutral at Cantor Fitzgerald, tgt $20
    • Semtech (SMTC) initiated with a Buy at TD Cowen, tgt $75
    • Snowflake (SNOW) initiated with an Overweight at Wells Fargo, tgt $275
    • Solventum (SOLV) initiated with a Neutral at UBS, tgt $77
    • Sound Point Meridian Capital (SPMC) initiated with a Buy at Clear Street, tgt $20
    • S&P Global (SPGI) initiated with a Buy at Seaport Research, tgt $540
    • Stag Industrial (STAG) initiated with a Neutral at Cantor Fitzgerald, tgt $37
    • Strawberry Fields REIT (STRW) initiated with an Overweight at Cantor Fitzgerald, tgt $14
    • Target Hospitality (TH) initiated with a Hold at Texas Capital, tgt $9
    • Terreno Realty (TRNO) initiated with an Overweight at Cantor Fitzgerald, tgt $70
    • TransUnion (TRU) initiated with a Neutral at Seaport Research
    • Twilio (TWLO) initiated with an Overweight at Wells Fargo, tgt $130
    • UDR (UDR) initiated with a Neutral at Cantor Fitzgerald, tgt $40
    • UMH Properties (UMH) initiated with a Neutral at Cantor Fitzgerald, tgt $15
    • Ventyx Biosciences (VTYX) initiated with a Buy at Clear Street, tgt $11
    • Ventas (VTR) initiated with an Overweight at Cantor Fitzgerald, tgt $77
    • Verisk Analytics (VRSK) initiated with a Buy at Seaport Research, tgt $280
    • VICI Properties (VICI) initiated with an Overweight at Cantor Fitzgerald, tgt $37
    • Welltower (WELL) initiated with an Overweight at Cantor Fitzgerald, tgt $195
    • ZoomInfo Technologies (GTM) initiated with an Underweight at Wells Fargo, tgt $10