Research Calls I
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Upgrades:
- Alcoa (AA) upgraded to Peer Perform from Underperform at Wolfe Research
- Atlassian (TEAM) upgraded to Buy from Neutral at Goldman; tgt raised to $230
- Blue Owl Capital (OWL) upgraded to Outperform from Perform at Oppenheimer; tgt $21
- Ferrari (RACE) upgraded to Overweight from Equal Weight at Barclays
- First Bancshares (FBMS) upgraded to Outperform from Mkt Perform at Keefe Bruyette; tgt raised to $40
- Frontdoor (FTDR) upgraded to Outperform from Mkt Perform at William Blair
- Grid Dynamics (GDYN) upgraded to Buy from Hold at TD Cowen; tgt raised to $16
- Intuitive Surgical (ISRG) upgraded to Buy from Neutral at Redburn Atlantic; tgt raised to $510
- Kellanova (K) upgraded to Buy from Neutral at BofA Securities; tgt raised to $70
- Mobileye Global (MBLY) upgraded to Equal-Weight from Underweight at Morgan Stanley; tgt lowered to $18
- Omnicell (OMCL) upgraded to Equal Weight from Underweight at Barclays; tgt raised to $39
- Qualcomm (QCOM) upgraded to Buy from Hold at DZ Bank; tgt $210
- RingCentral (RNG) upgraded to Buy from Neutral at Rosenblatt; tgt $45
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Downgrades:
- Alexandria RE (ARE) downgraded to Hold from Buy at Jefferies; tgt lowered to $127
- Altair Engineering (ALTR) downgraded to Sell from Neutral at Goldman; tgt lowered to $71
- Altice USA (ATUS) downgraded to Neutral from Buy at UBS; tgt lowered to $2
- Amazon (AMZN) downgraded to Market Perform from Outperform at Itau BBA; tgt $186
- Appian (APPN) downgraded to Sector Weight from Overweight at KeyBanc Capital Markets
- Atlassian (TEAM) downgraded to Neutral from Outperform at Robert W. Baird; tgt lowered to $175
- Bausch Health (BHC) downgraded to Underweight from Neutral at Piper Sandler; tgt lowered to $3
- Builders FirstSource (BLDR) downgraded to Neutral from Buy at BofA Securities; tgt lowered to $180
- CenterPoint (CNP) downgraded to Neutral from Overweight at JP Morgan; tgt lowered to $29
- CenterPoint (CNP) downgraded to Sector Weight from Overweight at KeyBanc Capital Markets
- CenterPoint (CNP) downgraded to Market Perform from Outperform at BMO Capital Markets; tgt lowered to $28
- Clarus Corporation (CLAR) downgraded to Neutral from Buy at ROTH MKM
- Crocs (CROX) downgraded to Outperform from Strong Buy at Raymond James; tgt $164
- Intel (INTC) downgraded to Underperform from Neutral at BofA Securities; tgt lowered to $23
- Intel (INTC) downgraded to Reduce from Hold at HSBC Securities
- Intel (INTC) downgraded to Hold from Buy at The Benchmark Company
- Intel (INTC) downgraded to Mkt Perform from Outperform at Raymond James
- Intercontinental Exchange (ICE) downgraded to Hold from Buy at Deutsche Bank; tgt lowered to $152
- Ionis Pharma (IONS) downgraded to Market Perform from Outperform at BMO Capital Markets; tgt lowered to $60
- lululemon athletica (LULU) downgraded to Neutral from Buy at Goldman; tgt lowered to $286
- Microchip (MCHP) downgraded to Neutral from Buy at BofA Securities; tgt lowered to $90
- Morgan Stanley (MS) downgraded to Underweight from Equal Weight at Wells Fargo; tgt lowered to $95
- Nu Holdings (NU) downgraded to Neutral from Buy at UBS; tgt $13.50
- Oaktree Specialty Lending Corp (OSCL) downgraded to Perform from Outperform at Oppenheimer
- Procore Technologies (PCOR) downgraded to Neutral from Buy at DA Davidson; tgt lowered to $60
- Procore Technologies (PCOR) downgraded to Equal Weight from Overweight at Barclays; tgt lowered to $54
- SmartRent (SMRT) downgraded to Neutral from Buy at BTIG Research
- Southern (SO) downgraded to Peer Perform from Outperform at Wolfe Research
- Telefonica S.A. (TEF) downgraded to Neutral from Buy at BofA Securities
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Others:
- Brookfield Asset Mgmt (BAM) initiated with a Hold at Jefferies; tgt $43
- California Resources Corp (CRC) initiated with a Buy at TD Cowen; tgt $65
- Lion's Gate B (LGF.B) resumed with an Overweight at Morgan Stanley; tgt $10.50
- Lionsgate Studios (LION) initiated with an Overweight at Morgan Stanley; tgt $9.50
- Rani Therapeutics (RANI) initiated with an Outperform at Oppenheimer; tgt $17
- Regulus Therapeutics (RGLS) initiated with an Outperform at Oppenheimer; tgt $7
- Seven Hills Realty Trust (SEVN) initiated with a Buy at Janney; tgt $15