>>> US Research Calls II

Research Calls II
  • Upgrades:
    • Gaming and Leisure Properties (GLPI) upgraded to Overweight from Neutral at JP Morgan; tgt raised to $54
    • General Mills (GIS) upgraded to Buy from Neutral at BofA Securities; tgt raised to $80
    • Norwegian Cruise Line (NCLH) upgraded to Overweight from Equal Weight at Barclays; tgt raised to $32
    • Patterson-UTI (PTEN) upgraded to Buy from Neutral at Goldman; tgt lowered to $10
    • PayPal (PYPL) upgraded to Outperform from Peer Perform at Wolfe Research; tgt $107
    • PENN Entertainment (PENN) upgraded to Overweight from Neutral at JP Morgan; tgt $27
    • PTC Therapeutics (PTCT) upgraded to Overweight from Equal-Weight at Morgan Stanley; tgt raised to $67
  • Downgrades:
    • Amicus Therapeutics (FOLD) downgraded to Equal-Weight from Overweight at Morgan Stanley; tgt lowered to $12
    • Hilton Grand Vacations (HGV) downgraded to Equal Weight from Overweight at Barclays; tgt lowered to $41
    • Immuneering Corporation (IMRX) downgraded to Underweight from Equal-Weight at Morgan Stanley
    • Immunocore (IMCR) downgraded to Equal-Weight from Overweight at Morgan Stanley; tgt lowered to $35
    • Installed Building Products (IBP) downgraded to Neutral from Buy at Seaport Research Partners
    • Meritage (MTH) downgraded to Neutral from Overweight at JP Morgan; tgt lowered to $197
    • Monday.com (MNDY) downgraded to Sector Weight from Overweight at KeyBanc Capital Markets
    • Nordson (NDSN) downgraded to Neutral from Outperform at Robert W. Baird; tgt lowered to $237
    • ServiceNow (NOW) downgraded to Sector Weight from Overweight at KeyBanc Capital Markets
  • Others:
    • Group 1 Auto (GPI) initiated with a Buy at Jefferies; tgt $500
    • Hologic (HOLX) initiated with a Peer Perform at Wolfe Research
    • MKS Instruments (MKSI) initiated with an Overweight at JP Morgan; tgt $145
    • ODDITY Tech Ltd. (ODD) initiated with a Neutral at Goldman; tgt $48
    • ONE Gas (OGS) resumed with a Buy at BofA Securities; tgt $77
    • O'Reilly Auto (ORLY) initiated with an Outperform at BMO Capital Markets; tgt $1400
    • TechnipFMC (FTI) initiated with a Buy at Goldman; tgt $38