Research Calls
- Upgrades:
- Alibaba (BABA) upgraded to Conviction Buy from Buy at Goldman; tgt raised to $138
- Ally Financial (ALLY) upgraded to Neutral from Underweight at Piper Sandler; tgt raised to $28
- Core Labs (CLB) upgraded to Neutral from Underperform at BofA Securities
- Enterprise Products (EPD) upgraded to Outperform from Peer Perform at Wolfe Research; tgt $27
- Ferrari (RACE) upgraded to Neutral from Sell at Citigroup; tgt $230.60
- GXO Logistics (GXO) upgraded to Overweight from Equal-Weight at Morgan Stanley; tgt raised to $60
- Helmerich & Payne (HP) upgraded to Buy from Neutral at BofA Securities
- i3 Verticals (IIIV) upgraded to Overweight from Sector Weight at KeyBanc Capital Markets; tgt $30
- Landstar System (LSTR) upgraded to Equal-Weight from Underweight at Morgan Stanley; tgt raised to $140
- Mastercard (MA) upgraded to Overweight from Sector Weight at KeyBanc Capital Markets; tgt $425
- Nuvei Corporation (NVEI) upgraded to Buy from Neutral at Goldman; tgt lowered to $35
- Oracle (ORCL) upgraded to Overweight from Neutral at Piper Sandler; tgt raised to $104
- Phillips Edison & Company (PECO) upgraded to Outperform from Neutral at Credit Suisse
- Reckitt Benckiser (RBGLY) upgraded to Buy from Sell at Societe Generale
- Riskified (RSKD) upgraded to Neutral from Sell at Goldman; tgt $5
- Saia (SAIA) upgraded to Equal-Weight from Underweight at Morgan Stanley; tgt $185
- Shift4 Payments (FOUR) upgraded to Buy from Neutral at Goldman; tgt raised to $67
- Stryker (SYK) upgraded to Outperform from Sector Perform at RBC Capital Mkts; tgt raised to $284
- Thor Industries (THO) upgraded to Neutral from Underperform at DA Davidson; tgt raised to $85
- Uber (UBER) upgraded to Overweight from Neutral at Piper Sandler; tgt raised to $33
- Visa (V) upgraded to Overweight from Sector Weight at KeyBanc Capital Markets; tgt $210
- Weibo (WB) upgraded to Buy from Neutral at Goldman; tgt $25
- Zillow (ZG) upgraded to Buy from Underperform at BofA Securities; tgt raised to $42
- Zimmer Biomet (ZBH) upgraded to Outperform from Sector Perform at RBC Capital Mkts; tgt raised to $141
- Downgrades:
- Akzo Nobel N.V. (AKZOY) downgraded to Mkt Perform from Outperform at Bernstein
- Alliant Energy (LNT) downgraded to Neutral from Buy at Mizuho; tgt lowered to $55
- BlackLine (BL) downgraded to Neutral from Overweight at Piper Sandler; tgt lowered to $66
- Cognizant Tech (CTSH) downgraded to Underperform from Neutral at BofA Securities; tgt $57
- Con Edison (ED) downgraded to Neutral from Buy at Mizuho; tgt raised to $98
- Danone (DANOY) downgraded to Sell from Buy at Societe Generale
- Douglas Emmett (DEI) downgraded to Neutral from Outperform at Credit Suisse; tgt $16
- DoorDash (DASH) downgraded to Underweight from Neutral at Piper Sandler; tgt lowered to $40
- Douglas Emmett (DEI) downgraded to Neutral from Outperform at Credit Suisse; tgt $16
- Equity Residential (EQR) downgraded to Neutral from Outperform at Credit Suisse; tgt $58
- Fidelity Nat'l Info (FIS) downgraded to Sector Weight from Overweight at KeyBanc Capital Markets; tgt $75
- Hartford Financial (HIG) downgraded to Neutral from Buy at Goldman; tgt $84
- Hilton (HLT) downgraded to Hold from Buy at Jefferies; tgt lowered to $134
- Invitation Homes (INVH) downgraded to Neutral from Outperform at Credit Suisse; tgt $31
- Kimco Realty (KIM) downgraded to Neutral from Outperform at Credit Suisse; tgt $22
- Paymentus (PAY) downgraded to Sell from Neutral at Goldman; tgt $7.50
- PayPal (PYPL) downgraded to Sector Weight from Overweight at KeyBanc Capital Markets; tgt lowered to $80
- Pioneer Natural Resources (PXD) downgraded to Sector Weight from Overweight at KeyBanc Capital Markets
- PNM Resources (PNM) downgraded to Neutral from Buy at Mizuho; tgt lowered to $50.30
- Prudential (PRU) downgraded to Sell from Neutral at Goldman; tgt lowered to $96
- Renault (RNSDF) downgraded to Neutral from Buy at Citigroup
- Omega Health (OHI) downgraded to Underperform from Neutral at Credit Suisse; tgt $25
- Sea Limited (SE) downgraded to Neutral from Buy at BofA Securities; tgt lowered to $60
- TotalEnergies SE (TTE) downgraded to Neutral from Buy at Goldman
- Others:
- Ceridian HCM (CDAY) initiated with a Market Perform at MoffettNathanson; tgt $68
- CF Industries (CF) assumed with an Underperform at Credit Suisse
- Embraer SA (ERJ) initiated with a Buy at UBS; tgt $14
- Nutrien (NTR) assumed with an Underperform at Credit Suisse
- Paycom Software (PAYC) initiated with an Underperform at MoffettNathanson; tgt $310
- Paycor (PYCR) initiated with a Market Perform at MoffettNathanson; tgt $28
- Workday (WDAY) initiated with an Outperform at MoffettNathanson; tgt $245