Research Calls
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Upgrades:
- Aramark (ARMK) upgraded to Buy from Hold at Jefferies; tgt lowered to $29
- Lennox Int'l (LII) upgraded to Buy from Sell at Goldman; tgt raised to $455
- MSC Industrial (MSM) upgraded to Buy from Hold at Loop Capital; tgt raised to $124
- On (ONON) upgraded to Outperform from Neutral at Robert W. Baird; tgt $33
- Oracle (ORCL) upgraded to Outperform from In-line at Evercore ISI; tgt raised to $135
- Patterson-UTI (PTEN) upgraded to Buy from Neutral at Citigroup; tgt raised to $18
- Zscaler (ZS) upgraded to Overweight from Equal Weight at Barclays; tgt raised to $190
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Downgrades:
- Apollo Global Management (APO) downgraded to Perform from Outperform at Oppenheimer
- Blue Owl Capital (OWL) downgraded to Perform from Outperform at Oppenheimer
- Datadog (DDOG) downgraded to Neutral from Buy at BofA Securities; tgt lowered to $105
- Spotify (SPOT) downgraded to Neutral from Buy at Redburn Atlantic; tgt lowered to $160
- Tenable (TENB) downgraded to Equal Weight from Overweight at Barclays; tgt lowered to $47
- Zurn Elkay Water Solutions (ZWS) downgraded to Neutral from Buy at Goldman; tgt lowered to $29
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Others:
- Arm Holdings plc (ARM) initiated with a Buy at BofA Securities; tgt $65
- Arm Holdings plc (ARM) initiated with a Buy at Citigroup; tgt $65
- Arm Holdings plc (ARM) initiated with a Buy at Deutsche Bank; tgt $60
- Arm Holdings plc (ARM) initiated with a Buy at Goldman; tgt $62
- Arm Holdings plc (ARM) initiated with a Buy at Guggenheim; tgt $64
- Arm Holdings plc (ARM) initiated with a Buy at Jefferies; tgt $64
- Arm Holdings plc (ARM) initiated with a Buy at Mizuho; tgt $62
- Arm Holdings plc (ARM) initiated with a Buy at Rosenblatt; tgt $85
- Arm Holdings plc (ARM) initiated with a Hold at HSBC Securities; tgt $57
- Arm Holdings plc (ARM) initiated with a Market Perform at BMO Capital Markets; tgt $60
- Arm Holdings plc (ARM) initiated with a Peer Perform at Wolfe Research
- Arm Holdings plc (ARM) initiated with an Outperform at TD Cowen; tgt $63
- Arm Holdings plc (ARM) initiated with an Overweight at Barclays; tgt $65
- Arm Holdings plc (ARM) initiated with an Overweight at JP Morgan; tgt $70
- Calidi Biotherapeutics (CLDI) initiated with an Outperform at Robert W. Baird; tgt $9
- Confluent (CFLT) initiated with an Equal Weight at CapitalOne; tgt $35
- Prime Medicine (PRME) initiated with an Outperform at BMO Capital Markets; tgt $19
- Triumph Financial (TFIN) assumed with a Neutral at Piper Sandler; tgt $60