>>> US Research Calls

Research Calls
  • Upgrades
    • AES Corp. (AES) upgraded to Hold from Underperform at Jefferies, tgt $13
    • Alphabet (GOOG/L) upgraded to Buy from Hold at Loop Capital, tgt $320
    • Deckers Outdoor (DECK) upgraded to Buy from Hold at Stifel, tgt $117
    • Illinois Tool Works (ITW) upgraded to Neutral from Underperform at BofA Securities, tgt $255
    • Kilroy Realty (KRC) upgraded to Market Perform from Underperform at BMO Capital, tgt $44
    • Legence (LGN) upgraded to Buy from Hold at Jefferies, tgt $49
    • ONE Gas (OGS) upgraded to Neutral from Sell at UBS, tgt $86
    • Pennant Group (PNTG) upgraded to Overweight from Equal Weight at Wells Fargo, tgt $31
    • Regency Centers (REG) upgraded to Overweight from Equal Weight at Barclays, tgt $82
    • SKF AB (SKFRY) upgraded to Buy from Hold at Deutsche Bank
    • XPeng (XPEV) upgraded to Buy from Hold at Daiwa, tgt $29
  • Downgrades
    • Amazon (AMZN) downgraded to Neutral from Buy at Rothschild & Co Redburn, tgt $250
    • Auna (AUNA) downgraded to Neutral from Overweight at JPMorgan, tgt $6
    • HepsiBurada (HEPS) downgraded to Neutral from Overweight at JPMorgan
    • Federal Realty (FRT) downgraded to Equal Weight from Overweight at Barclays, tgt $106
    • Honeywell (HON) downgraded to Underperform from Buy at BofA Securities, tgt $205
    • Microsoft (MSFT) downgraded to Neutral from Buy at Rothschild & Co Redburn, tgt $500
    • Murphy Oil (MUR) downgraded to Neutral from Overweight at Piper Sandler, tgt $34
    • Telus (TU) downgraded to Underweight from Neutral at JPMorgan
    • VICI Properties (VICI) downgraded to Equal Weight from Overweight at Wells Fargo, tgt $32
  • Others
    • AeroVironment (AVAV) initiated with an Outperform at BNP Paribas Exane, tgt $355
    • Arcellx (ACLX) initiated with a Peer Perform at Wolfe Research
    • Ascendis Pharma (ASND) initiated with an Outperform at Wolfe Research, tgt $255
    • Black Diamond Therapeutics (BDTX) assumed with an Overweight at Piper Sandler, tgt $9
    • Boyd Gaming (BYD) initiated with an Equal Weight at Wells Fargo, tgt $85
    • Caesars Entertainment (CZR) initiated with an Equal Weight at Wells Fargo, tgt $21
    • Carnival (CCL) initiated with an Overweight at Wells Fargo, tgt $37
    • CareTrust REIT (CTRE) initiated with a Buy at UBS, tgt $42
    • Celcuity (CELC) initiated with an Outperform at Wolfe Research, tgt $110
    • Choice Hotels (CHH) initiated with an Underweight at Wells Fargo, tgt $84
    • Churchill Downs (CHDN) initiated with an Overweight at Wells Fargo, tgt $115
    • Corcept Therapeutics (CORT) initiated with a Peer Perform at Wolfe Research
    • CrowdStrike (CRWD) initiated with a Hold at Berenberg, tgt $600
    • Diversified Energy (DEC) initiated with an Outperform at William Blair
    • DraftKings (DKNG) initiated with an Equal Weight at Wells Fargo, tgt $31
    • Exelixis (EXEL) initiated with a Peer Perform at Wolfe Research
    • FormFactor (FORM) initiated with an Overweight at Cantor Fitzgerald, tgt $75
    • Genius Sports (GENI) initiated with an Equal Weight at Wells Fargo, tgt $10
    • Hilton (HLT) initiated with an Overweight at Wells Fargo, tgt $332
    • Hilton Grand Vacations (HGV) initiated with an Equal Weight at Wells Fargo, tgt $42
    • Hyatt (H) initiated with an Equal Weight at Wells Fargo, tgt $154
    • Innospec (IOSP) initiated with a Buy at Freedom Capital
    • Janux Therapeutics (JANX) initiated with a Peer Perform at Wolfe Research
    • Kestra Medical (KMTS) initiated with a Buy at BTIG Research
    • Kodiak Gas Services (KGS) initiated with an Outperform at William Blair
    • Las Vegas Sands (LVS) initiated with an Equal Weight at Wells Fargo
    • Lumentum (LITE) initiated with an Outperform at Mizuho
    • Marriott (MAR) initiated with an Overweight at Wells Fargo
    • Norwegian Cruise Line (NCLH) initiated with an Overweight at Wells Fargo
    • Omega Healthcare (OHI) initiated with a Buy at UBS
    • Okta (OKTA) initiated with a Buy at Berenberg
    • Oric Pharmaceuticals (ORIC) initiated with a Peer Perform at Wolfe Research
    • Qualys (QLYS) initiated with a Hold at Berenberg
    • Rapid7 (RPD) initiated with a Hold at Berenberg
    • Red Rock Resorts (RRR) initiated with an Equal Weight at Wells Fargo
    • Revolution Medicines (RVMD) initiated with an Outperform at Wolfe Research
    • Rolls-Royce (RYCEY) initiated with an Outperform at RBC Capital
    • Rubrik (RBRK) initiated with a Buy at Berenberg
    • SailPoint (SAIL) initiated with a Buy at Berenberg
    • Sabra Health Care (SBRA) initiated with a Neutral at UBS
    • Scholar Rock (SRRK) initiated with an Outperform at Wolfe Research
    • SentinelOne (S) initiated with a Buy at Berenberg
    • Sportradar (SRAD) initiated with an Overweight at Wells Fargo
    • SR Bancorp (SRBK) initiated with a Market Perform at Hovde Group
    • Soleno Therapeutics (SLNO) initiated with an Outperform at Wolfe Research
    • Summit Therapeutics (SMMT) initiated with a Peer Perform at Wolfe Research
    • Tango Therapeutics (TNGX) initiated with a Peer Perform at Wolfe Research
    • Travel + Leisure (TNL) initiated with an Overweight at Wells Fargo
    • Upstream Bio (UPB) initiated with an Outperform at Evercore ISI
    • Viking Holdings (VIK) initiated with an Equal Weight at Wells Fargo
    • Wynn Resorts (WYNN) initiated with an Overweight at Wells Fargo
    • Zscaler (ZS) initiated with a Buy at Berenberg