Research Calls I
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Upgrades:
- BP (BP) upgraded to Overweight from Neutral at JPMorgan
- Editas Medicine (EDIT) upgraded to Buy from Neutral at Guggenheim, tgt $5
- Graphic Packaging (GPK) upgraded to Overweight from Neutral at JPMorgan, tgt $11.50
- Lakefront (LKFT) upgraded to Outperform from Sector Perform at RBC Capital, tgt $45
- Microsoft (MSFT) upgraded to Buy from Hold at Stifel, tgt $575
- RXO (RXO) upgraded to Neutral from Negative at Susquehanna, tgt $19
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Downgrades:
- Accelerant (ARX) downgraded to Underperform from Market Perform at Raymond James
- Autoliv (ALV) downgraded to Peer Perform from Outperform at Wolfe Research
- CBIZ (CBZ) downgraded to Market Perform from Outperform at William Blair
- Compass Therapeutics (CMPX) downgraded to Neutral from Outperform at Wedbush, tgt $1
- Dauch (DCH) downgraded to Hold from Buy at Jefferies, tgt $7.10
- PG&E (PCG) downgraded to Neutral from Buy at UBS, tgt $14
- TotalEnergies (TTE) downgraded to Neutral from Overweight at JPMorgan
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Others:
- Aevex (AVEX) resumed with a Buy at Jefferies, tgt $26
- Amneal Pharmaceuticals (AMRX) initiated with an Outperform at Oppenheimer, tgt $27
- Amphenol (APH) initiated with an Outperform at Bernstein, tgt $99
- ANI Pharmaceuticals (ANIP) initiated with a Perform at Oppenheimer, tgt $85
- Ardent Health (ARDT) initiated with a Market Perform at BMO Capital, tgt $11
- Belden (BDC) initiated with a Buy at Needham, tgt $140
- Beta Bionics (BBNX) initiated with an Overweight at Wells Fargo, tgt $28
- Collegium Pharmaceutical (COLL) initiated with an Outperform at Oppenheimer, tgt $50
- Community Health (CYH) initiated with a Market Perform at BMO Capital, tgt $3
- CorMedix (CRMD) initiated with an Outperform at Oppenheimer, tgt $15
- CoreWeave (CRWV) initiated with a Buy at UBS, tgt $120
- Enhanced Group (ENHA) initiated with an Overweight at Cantor Fitzgerald, tgt $4
- Guardian Pharmacy (GRDN) initiated with an Overweight at KeyBanc, tgt $52
- HCA Healthcare (HCA) initiated with an Outperform at BMO Capital, tgt $495
- HubSpot (HUBS) initiated with a Sector Perform at FBN Securities, tgt $230
- Innoviva (INVA) assumed with an Outperform at Oppenheimer, tgt $35
- Marvell (MRVL) initiated with a Buy at Seaport Research, tgt $270
- onsemi (ON) initiated with a Buy at Seaport Research, tgt $100
- ORIC Pharmaceuticals (ORIC) initiated with a Buy at BTIG, tgt $26
- Pacira (PCRX) initiated with an Outperform at Oppenheimer, tgt $32
- Porch Group (PRCH) initiated with a Buy at Texas Capital, tgt $20
- Pulse Biosciences (PLSE) initiated with a Buy at BTIG, tgt $70
- Semtech (SMTC) initiated with a Buy at Seaport Research, tgt $200
- SiTime (SITM) initiated with a Neutral at Seaport Research
- TE Connectivity (TEL) initiated with an Outperform at Bernstein, tgt $243
- Tenet Healthcare (THC) initiated with a Market Perform at BMO Capital, tgt $265
- Teva (TEVA) initiated with an Outperform at Oppenheimer, tgt $50
- Toro Company (TTC) initiated with an Outperform at Oppenheimer, tgt $120
- Vanda Pharmaceuticals (VNDA) initiated with an Outperform at Oppenheimer, tgt $10
- Viatris (VTRS) initiated with an Outperform at Oppenheimer, tgt $25
- Aevex (AVEX) resumed with a Buy at Jefferies, tgt $26