Research Calls II
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Upgrades:
- AGNC Investment (AGNC) upgraded to Buy from Neutral at UBS; tgt raised to $11.50
- Albany Intl (AIN) upgraded to Outperform from Market Perform at TD Cowen; tgt raised to $106
- Alteryx (AYX) upgraded to Overweight from Equal-Weight at Morgan Stanley; tgt $54
- Annaly Capital Mgmt (NLY) upgraded to Buy from Neutral at UBS; tgt raised to $24
- BioCryst Pharma (BCRX) upgraded to Outperform from Sector Perform at RBC Capital Mkts; tgt raised to $10
- Carvana (CVNA) upgraded to Neutral from Underperform at Wedbush; tgt raised to $48
- DoorDash (DASH) upgraded to Buy from Neutral at Mizuho; tgt raised to $105
- ESAB Corp. (ESAB) upgraded to Buy from Neutral at BofA Securities; tgt raised to $89
- Iridium Communications (IRDM) upgraded to Buy from Hold at Deutsche Bank; tgt $57
- Jack Henry (JKHY) upgraded to Buy from Neutral at Northcoast; tgt $185
- Kimco Realty (KIM) upgraded to Buy from Neutral at Mizuho; tgt lowered to $20
- L3Harris (LHX) upgraded to Overweight from Equal Weight at Wells Fargo; tgt raised to $209
- Lockheed Martin (LMT) upgraded to Equal Weight from Underweight at Wells Fargo; tgt $440
- Micron (MU) upgraded to Buy from Hold at Deutsche Bank; tgt raised to $85
- Ralph Lauren (RL) upgraded to Buy from Neutral at Guggenheim; tgt $166
- Skechers USA (SKX) upgraded to Overweight from Neutral at Piper Sandler; tgt raised to $59
- Simply Good Foods (SMPL) upgraded to Overweight from Equal-Weight at Morgan Stanley; tgt raised to $40
- ZIM Integrated Shipping (ZIM) upgraded to Overweight from Neutral at JP Morgan; tgt $15.40
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Downgrades:
- Dropbox (DBX) downgraded to Mkt Perform from Outperform at William Blair
- Federal Realty (FRT) downgraded to Neutral from Buy at Mizuho; tgt lowered to $101
- Global Payments (GPN) downgraded to Sell from Neutral at Redburn Atlantic; tgt $105
- NetApp (NTAP) downgraded to Mkt Perform from Outperform at William Blair
- OceanFirst Finl (OCFC) downgraded to Neutral from Buy at DA Davidson; tgt lowered to $17
- Paymentus (PAY) downgraded to Neutral from Outperform at Robert W. Baird; tgt raised to $18
- PayPal (PYPL) downgraded to Market Perform from Outperform at MoffettNathanson; tgt $75
- Planet Fitness (PLNT) downgraded to Hold from Buy at Jefferies; tgt lowered to $56
- PTC Therapeutics (PTCT) downgraded to Neutral from Buy at Citigroup; tgt lowered to $28
- Suncor Energy (SU) downgraded to Hold from Buy at Desjardins
- V.F. Corp (VFC) downgraded to Neutral from Overweight at Piper Sandler; tgt lowered to $20
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Others:
- Alliant Energy (LNT) initiated with an Overweight at Barclays; tgt $55
- Ambarella (AMBA) initiated with an Outperform at Northland Capital; tgt $70
- ArcBest (ARCB) initiated with a Neutral at UBS; tgt $110
- Arm Holdings plc (ARM) initiated with an Underperform at Bernstein; tgt $46
- ASGN Incorporated (ASGN) initiated with an Overweight at Wells Fargo; tgt $102
- BioMarin Pharmaceutical (BMRN) initiated with a Buy at UBS; tgt $120
- Kinetik (KNTK) initiated with an Equal Weight at Wells Fargo; tgt $38
- lululemon athletica (LULU) initiated with a Buy at HSBC Securities; tgt $500
- Nextracker (NXT) initiated with an Equal Weight at Wells Fargo; tgt $44
- Paramount Global (PARA) initiated with a Mkt Perform at Raymond James
- QuantumScape Corporation (QS) initiated with an Outperform at Evercore ISI; tgt $10
- Seabridge Gold (SA) initiated with an Outperform at RBC Capital Mkts; tgt $25
- Southern Copper (SCCO) initiated with a Hold at Jefferies; tgt $91
- Tenable (TENB) initiated with an Outperform at TD Cowen; tgt $55
- Vertex (VERX) resumed with an Overweight at Morgan Stanley; tgt $25
- Walt Disney (DIS) initiated with an Outperform at Raymond James; tgt $97
- Warner Bros. Discovery (WBD) initiated with an Outperform at Raymond James; tgt $19