Research Calls
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Upgrades:
- Arista Networks (ANET) upgraded to Overweight from Equal-Weight at Morgan Stanley; tgt raised to $220
- Asbury Automotive (ABG) upgraded to Overweight from Neutral at JP Morgan; tgt $245
- AutoNation (AN) upgraded to Neutral from Underweight at JP Morgan; tgt $145
- AvalonBay (AVB) upgraded to Overweight from Neutral at Piper Sandler; tgt lowered to $194
- Boeing (BA) upgraded to Buy from Neutral at Northcoast; tgt $217
- Chewy (CHWY) upgraded to Overweight from Equal-Weight at Morgan Stanley; tgt lowered to $28
- Deciphera Pharmaceuticals (DCPH) upgraded to Buy from Hold at JonesTrading; tgt $168
- Genelux (GNLX) upgraded to Buy from Neutral at Brookline; tgt $30
- Globe Life (GL) upgraded to Overweight from Equal Weight at Wells Fargo; tgt raised to $137
- Grupo Aeroportuario del Pacifico (PAC) upgraded to Outperform from Underperform at Bradesco BBI; tgt $135
- Grupo Aeroportuario Del Sureste (ASR) upgraded to Outperform from Neutral at Bradesco BBI; tgt $250
- L3Harris (LHX) upgraded to Outperform from Neutral at Robert W. Baird; tgt raised to $216
- Lincoln Electric (LECO) upgraded to Buy from Neutral at Seaport Research Partners; tgt $210
- McDonald's (MCD) upgraded to Buy from Hold at DZ Bank; tgt $300
- Phillips 66 (PSX) upgraded to Outperform from Peer Perform at Wolfe Research; tgt $146
- Pinterest (PINS) upgraded to Buy from Neutral at BofA Securities; tgt raised to $37
- Saia (SAIA) upgraded to Positive from Neutral at Susquehanna; tgt lowered to $420
- Smith & Nephew (SNN) upgraded to Buy from Hold at HSBC Securities
- SoFi Technologies (SOFI) upgraded to Equal-Weight from Underweight at Morgan Stanley; tgt $7
- T. Rowe Price (TROW) upgraded to Neutral from Sell at Citigroup; tgt lowered to $95
- Williams-Sonoma (WSM) upgraded to Hold from Underperform at Jefferies; tgt raised to $144
- XPO, Inc. (XPO) upgraded to Buy from Hold at Jefferies; tgt raised to $95
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Downgrades:
- Camden Property (CPT) downgraded to Underperform from Neutral at BofA Securities; tgt lowered to $84
- Camden Property (CPT) downgraded to Underweight from Neutral at Piper Sandler; tgt lowered to $80
- Clearwater Paper (CLW) downgraded to Sector Perform from Outperform at RBC Capital Mkts; tgt raised to $396
- Diodes (DIOD) downgraded to Neutral from Outperform at Robert W. Baird; tgt lowered to $70
- EngageSmart (ESMT) downgraded to Neutral from Buy at Citigroup; tgt raised to $23
- Euronav (EURN) downgraded to Neutral from Overweight at JP Morgan; tgt lowered to $18.43
- Ferguson plc (FERG) downgraded to Underperform from Neutral at BofA Securities; tgt lowered to $138
- Lithia Motors (LAD) downgraded to Neutral from Overweight at JP Morgan; tgt $295
- Lyft (LYFT) downgraded to Sell from Neutral at MoffettNathanson; tgt $7
- Mid-America Aptmt (MAA) downgraded to Neutral from Overweight at Piper Sandler; tgt lowered to $130
- Mid-America Aptmt (MAA) downgraded to Underperform from Neutral at BofA Securities; tgt lowered to $112
- ON Semiconductor (ON) downgraded to Neutral from Outperform at Robert W. Baird; tgt lowered to $60
- Roku (ROKU) upgraded to Neutral from Sell at MoffettNathanson; tgt $55
- Sonic Automotive (SAH) downgraded to Underweight from Neutral at JP Morgan; tgt $50
- Spirit Realty Capital (SRC) downgraded to Mkt Perform from Mkt Outperform at JMP Securities
- UDR (UDR) downgraded to Neutral from Buy at BofA Securities; tgt lowered to $33
- UDR (UDR) downgraded to Underweight from Neutral at Piper Sandler; tgt lowered to $30
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Others:
- Affirm (AFRM) initiated with an Equal Weight at Wells Fargo; tgt $17
- Arlo Technologies (ARLO) initiated with a Buy at ROTH MKM; tgt $13
- AvidXchange (AVDX) initiated with an Equal Weight at Wells Fargo; tgt $9
- Bill.com (BILL) initiated with an Overweight at Wells Fargo; tgt $115
- Block (SQ) initiated with an Equal Weight at Wells Fargo; tgt $45
- Celsius (CELH) initiated with an Equal-Weight at Morgan Stanley; tgt $190
- CleanSpark (CLSK) initiated with an Outperform at Bernstein; tgt $5.30
- Deckers Outdoor (DECK) resumed with a Buy at William O'Neil
- Etsy (ETSY) assumed with a Neutral at UBS; tgt lowered to $75
- Flywire (FLYW) resumed with an Overweight at Wells Fargo; tgt $35
- Immunocore (IMCR) initiated with an Outperform at Robert W. Baird; tgt $84
- Lightspeed (LSPD) initiated with an Equal Weight at Wells Fargo; tgt $14
- Marathon Digital Holdings (MARA) initiated with a Mkt Perform at Bernstein; tgt $8.30
- Marqeta (MQ) initiated with an Equal Weight at Wells Fargo; tgt $6
- Mitek Systems (MITK) assumed with a Buy at Jefferies; tgt $13
- NaaS Technology (NAAS) initiated with a Buy at Jefferies; tgt $4.50
- PayPal (PYPL) initiated with an Equal Weight at Wells Fargo; tgt $55
- Riot Platforms (RIOT) initiated with an Outperform at Bernstein; tgt $15.60
- Shift4 Payments (FOUR) initiated with an Overweight at Wells Fargo; tgt $55
- Shopify (SHOP) initiated with an Overweight at Wells Fargo; tgt $65
- Toast (TOST) initiated with an Underweight at Wells Fargo; tgt $16
- Tourmaline (TRML) initiated with a Buy at Guggenheim; tgt $50