Research Calls
- Upgrades:
- Beacon Roofing Supply (BECN) upgraded to Neutral from Underweight at JP Morgan; tgt $68
- Freshpet (FRPT) upgraded to Buy from Neutral at Goldman; tgt raised to $136
- HF Sinclair (DINO) upgraded to Neutral from Sell at Goldman; tgt raised to $43
- HealthEquity (HQY) upgraded to Buy from Neutral at BTIG Research; tgt $85
- Host Hotels (HST) upgraded to Buy from Hold at Jefferies; tgt raised to $25
- Masco (MAS) upgraded to Neutral from Underweight at JP Morgan; tgt lowered to $62
- Northern Trust (NTRS) upgraded to Buy from Neutral at Goldman; tgt raised to $141
- PagSeguro Digital (PAGS) upgraded to Outperform from Market Perform at Itau BBA; tgt $31
- RH (RH) upgraded to Buy from Hold at Jefferies; tgt lowered to $560
- Downgrades:
- Banco Santander Mexico (BSMX) downgraded to Neutral from Overweight at JP Morgan; tgt $6
- BNY Mellon (BK) downgraded to Neutral from Buy at Goldman; tgt lowered to $60
- JELD-WEN (JELD) downgraded to Underweight from Neutral at JP Morgan; tgt lowered to $23
- Kala Pharmaceuticals (KALA) downgraded to Underweight from Neutral at JP Morgan
- Kimco Realty (KIM) downgraded to Equal-Weight from Overweight at Morgan Stanley; tgt raised to $26.50
- Mohawk (MHK) downgraded to Underweight from Overweight at JP Morgan; tgt lowered to $140
- Park Hotels & Resorts (PK) downgraded to Hold from Buy at Jefferies; tgt lowered to $19
- Procter & Gamble (PG) downgraded to Neutral from Overweight at JP Morgan; tgt lowered to $165
- Sera Prognostics (SERA) downgraded to Neutral from Buy at Citigroup; tgt lowered to $4
- SmileDirectClub (SDC) downgraded to Sell from Hold at Loop Capital; tgt $2
- Wayfair (W) downgraded to Sell from Hold at Loop Capital; tgt lowered to $90
- Others:
- ABM Industries (ABM) initiated with a Buy at Deutsche Bank; tgt $62
- 1Life Healthcare (ONEM) initiated with a Neutral at Guggenheim
- 2U (TWOU) initiated with a Neutral at Cantor Fitzgerald; tgt $12
- Advantage Solutions (ADV) initiated with a Hold at Deutsche Bank; tgt $7
- Agilon Health (AGL) initiated with a Buy at Guggenheim; tgt $32
- Aramark (ARMK) initiated with a Hold at Deutsche Bank; tgt $38
- Beyond Meat (BYND) initiated with a Neutral at UBS; tgt $48
- Block (SQ) initiated with a Buy at Goldman; tgt $173
- Campbell Soup (CPB) initiated with a Sell at UBS; tgt $42
- Carnival (CCL) initiated with an Underweight at Wells Fargo; tgt $21
- Cintas (CTAS) initiated with a Buy at Deutsche Bank; tgt $517
- Clean Harbors (CLH) initiated with a Buy at DA Davidson; tgt $130
- Conagra (CAG) initiated with a Neutral at UBS; tgt $34
- Coursera (COUR) initiated with an Overweight at Cantor Fitzgerald; tgt $30
- Custom Truck One Source (CTOS) initiated with a Buy at Deutsche Bank; tgt $12
- Dun & Bradstreet (DNB) initiated with a Hold at Deutsche Bank; tgt $20
- Equifax (EFX) initiated with a Hold at Deutsche Bank; tgt $265
- Evolent Health (EVH) initiated with a Buy at Guggenheim; tgt $43
- FactSet (FDS) initiated with a Hold at Deutsche Bank; tgt $453
- FirstService (FSV) initiated with a Hold at Deutsche Bank; tgt $143
- General Mills (GIS)
- iHarsco (HSC) initiated with a Buy at DA Davidson; tgt $18nitiated with a Neutral at UBS; tgt $69
- Hershey Foods (HSY) initiated with a Neutral at UBS; tgt $226
- Innospec (IOSP) initiated with a Neutral at Seaport Research Partners
- J.M. Smucker (SJM) initiated with a Sell at UBS; tgt $123
- Kellogg (K) initiated with a Buy at UBS; tgt $73
- Kraft Heinz (KHC) initiated with a Neutral at UBS; tgt $40
- Mondelez Int'l (MDLZ) initiated with a Buy at UBS; tgt $73
- Moody's (MCO) initiated with a Buy at Deutsche Bank; tgt $408
- MSCI (MSCI) initiated with a Hold at Deutsche Bank; tgt $533
- Nomad Foods (NOMD) initiated with a Buy at UBS; tgt $26
- Nerdy (NRDY) initiated with an Overweight at Cantor Fitzgerald; tgt $7
- Nordson (NDSN) initiated with a Hold at Loop Capital; tgt $250
- Norwegian Cruise Line (NCLH) initiated with an Overweight at Wells Fargo; tgt $27
- Oak Street Health (OSH) initiated with a Neutral at Guggenheim
- Offerpad Solutions (OPAD) initiated with a Neutral at Goldman; tgt $6
- Open Lending (LPRO) initiated with a Hold at Deutsche Bank; tgt $25
- PayPal (PYPL) initiated with a Buy at Goldman; tgt $144
- PowerSchool (PWSC) initiated with an Overweight at Cantor Fitzgerald; tgt $20
- Privia Health (PRVA) initiated with a Buy at Guggenheim; tgt $35
- Redfin (RDFN) initiated with a Neutral at Goldman; tgt $20
- Robinhood Markets (HOOD) initiated with an Equal-Weight at Morgan Stanley; tgt $15
- Roblox (RBLX) initiated with a Neutral at MKM Partners; tgt $55
- Royal Caribbean (RCL) initiated with an Overweight at Wells Fargo; tgt $93
- S&P Global (SPGI) initiated with a Buy at Deutsche Bank; tgt $515
- Simply Good Foods (SMPL) initiated with a Buy at UBS; tgt $44
- Signify Health (SGFY) initiated with a Buy at Guggenheim; tgt $36
- Southwestern Energy (SWN) initiated with a Buy at Seaport Research Partners; tgt $9
- Sovos Brands (SOVO) initiated with a Buy at UBS; tgt $16
- TransUnion (TRU) initiated with a Buy at Deutsche Bank; tgt $124
- Trinseo (TSE) resumed with a Buy at Deutsche Bank; tgt $60
- Udemy (UDMY) initiated with an Overweight at Cantor Fitzgerald; tgt $22
- Verisk Analytics (VRSK) initiated with a Buy at Deutsche Bank; tgt $255
- Verra Mobility (VRRM) initiated with a Hold at Deutsche Bank; tgt $17
- WillScot Mobile Mini (WSC) initiated with a Buy at Deutsche Bank; tgt $49
- Zillow (ZG) initiated with a Neutral at Goldman; tgt $57