Research Calls
- Upgrades:
- Clean Harbors (CLH) upgraded to Neutral from Sell at Goldman; tgt raised to $120
- First Republic Bank (FRC) upgraded to Neutral from Underperform at Credit Suisse; tgt $187
- Downgrades:
- BRC Inc. (BRCC) downgraded to Mkt Perform from Outperform at Raymond James
- Carvana (CVNA) downgraded to Sector Perform from Outperform at RBC Capital Mkts; tgt lowered to $138
- Citizens Financial Group (CFG) downgraded to Mkt Perform from Outperform at Keefe Bruyette; tgt lowered to $54
- Others:
- Affirm (AFRM) initiated with a Neutral at MoffettNathanson; tgt $50
- Armstrong World Industries (AWI) initiated with an Outperform at Credit Suisse; tgt $120
- AZEK (AZEK) initiated with an Outperform at Credit Suisse; tgt $29
- Bill.com (BILL) initiated with an Overweight at Wells Fargo; tgt $284
- Carlisle Cos (CSL) initiated with a Neutral at Credit Suisse; tgt $275
- CBRE Group (CBRE) initiated with a Buy at Goldman; tgt $111
- ClearPoint Neuro (CLPT) resumed with a Buy at B. Riley Securities; tgt $15
- Cushman & Wakefield (CWK) initiated with a Buy at Goldman; tgt $25
- CyberArk (CYBR) initiated with an Overweight at KeyBanc Capital Markets; tgt $217
- D.R. Horton (DHI) initiated with a Neutral at Credit Suisse; tgt $89
- Fortune Brands Home & Security (FBHS) initiated with an Outperform at Credit Suisse; tgt $90
- Hayward Holdings (HAYW) initiated with an Outperform at Credit Suisse; tgt $21
- Installed Building Products (IBP) initiated with a Neutral at Credit Suisse; tgt $95
- JELD-WEN (JELD) initiated with an Outperform at Credit Suisse; tgt $24
- KB Home (KBH) initiated with an Outperform at Credit Suisse; tgt $42
- Lennar (LEN) initiated with a Neutral at Credit Suisse; tgt $88
- Masco (MAS) initiated with an Underperform at Credit Suisse; tgt $50
- Meritage (MTH) initiated with an Outperform at Credit Suisse; tgt $103
- Mohawk (MHK) initiated with a Neutral at Credit Suisse; tgt $140
- PulteGroup (PHM) initiated with an Outperform at Credit Suisse; tgt $52
- Stanley Black & Decker (SWK) initiated with an Outperform at Credit Suisse; tgt $165
- Taylor Morrison Home (TMHC) initiated with a Neutral at Credit Suisse; tgt $32
- Toll Brothers (TOL) initiated with an Outperform at Credit Suisse; tgt $63
- TopBuild (BLD) initiated with an Outperform at Credit Suisse; tgt $235
- Trex (TREX) initiated with an Underperform at Credit Suisse; tgt $65
- Whirlpool (WHR) initiated with a Neutral at Credit Suisse; tgt $180
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