>>> US Research Calls V2

Research Calls II
  • Upgrades:
    • Gap (GPS) upgraded to Neutral from Underweight at JP Morgan; tgt raised to $20
    • HashiCorp (HCP) upgraded to Overweight from Equal-Weight at Morgan Stanley; tgt raised to $30
    • Lifeway Foods (LWAY) upgraded to Outperform from Market Perform at Noble Capital Markets; tgt $14
    • MediaAlpha (MAX) upgraded to Outperform from Market Perform at BMO Capital Markets; tgt raised to $28
    • Meritage (MTH) upgraded to Outperform from Neutral at Zelman
    • National Health (NHI) upgraded to Outperform from Neutral at Wedbush; tgt raised to $64
    • National Health (NHI) upgraded to Overweight from Equal Weight at Wells Fargo; tgt raised to $63
    • Omega Health (OHI) upgraded to Overweight from Equal Weight at Wells Fargo; tgt raised to $35
    • Power Integrations (POWI) upgraded to Market Perform from Under Perform at Northland Capital; tgt $67
    • Root, Inc. (ROOT) upgraded to Outperform from Mkt Perform at Keefe Bruyette; tgt raised to $22
    • SJW (SJW) upgraded to Buy from Neutral at Seaport Research Partners; tgt $68
    • Southwestern Energy (SWN) upgraded to Neutral from Underperform at Mizuho; tgt raised to $9
    • Sun Country Airlines (SNCY) upgraded to Overweight from Equal-Weight at Morgan Stanley; tgt $21
    • Weave Communications (WEAV) upgraded to Strong Buy from Outperform at Raymond James; tgt $15
  • Downgrades:
    • Air Products (APD) downgraded to Hold from Buy at Argus
    • Barrick (GOLD) downgraded to Hold from Buy at Argus
    • Int'l Paper (IP) downgraded to Hold from Buy at Argus
    • Moderna (MRNA) downgraded to Reduce from Hold at HSBC Securities; tgt raised to $86
    • MYR Group (MYRG) downgraded to Neutral from Buy at Sidoti; tgt $165
    • Newmont Goldcorp (NEM) downgraded to Hold from Buy at Argus
    • Nordson (NDSN) downgraded to Sector Weight from Overweight at KeyBanc Capital Markets
    • Rivian Automotive (RIVN) downgraded to Hold from Buy at Truist; tgt lowered to $11
    • UDR (UDR) downgraded to Equal-Weight from Overweight at Morgan Stanley; tgt $37
    • Ventas (VTR) downgraded to Equal Weight from Overweight at Wells Fargo; tgt lowered to $46
  • Others:
    • CVS Health (CVS) initiated with an Outperform at Leerink Partners; tgt $88
    • Dentsply Sirona (XRAY) initiated with an Outperform at Leerink Partners; tgt $42
    • Envista (NVST) initiated with an Underperform at Leerink Partners; tgt $19
    • Excelerate Energy (EE) initiated with an Outperform at Northland Capital; tgt $23
    • GoodRx (GDRX) initiated with an Outperform at Leerink Partners; tgt $8
    • Henry Schein (HSIC) initiated with a Market Perform at Leerink Partners; tgt $78
    • Hims & Hers Health (HIMS) initiated with a Market Perform at Leerink Partners; tgt $10
    • IQVIA (IQV) initiated with an Outperform at Leerink Partners; tgt $290
    • Laboratory Corp (LH) initiated with an Outperform at Leerink Partners; tgt $260
    • McKesson (MCK) initiated with an Outperform at Leerink Partners; tgt $600
    • Monday.com (MNDY) initiated with a Buy at BofA Securities; tgt $280
    • Owens & Minor (OMI) initiated with a Market Perform at Leerink Partners; tgt $24
    • Patterson Companies (PDCO) initiated with an Outperform at Leerink Partners; tgt $36
    • Phreesia (PHR) initiated with a Buy at Truist; tgt $35
    • Premier (PINC) initiated with a Market Perform at Leerink Partners; tgt $22.50
    • Privia Health (PRVA) resumed with a Buy at Jefferies; tgt lowered to $25
    • Progyny (PGNY) initiated with an Outperform at Leerink Partners; tgt $49
    • R1 RCM (RCM) initiated with an Outperform at Leerink Partners; tgt $14
    • Sable Offshore Corp. (SOC) initiated with an Outperform at TD Cowen; tgt $20
    • Smartsheet (SMAR) initiated with an Underperform at BofA Securities; tgt $45
    • Teladoc (TDOC) initiated with a Market Perform at Leerink Partners; tgt $17
    • The Oncology Institute (TOI) resumed with a Buy at Jefferies; tgt $2.50
    • Walgreens Boots Alliance (WBA) initiated with a Market Perform at Leerink Partners; tgt $23