Fwd:Briefing; CALLS; Research Calls

Research Calls

  • Upgrades:
    • Federated Hermes (FHI) upgraded to Outperform from Mkt Perform at Keefe Bruyette; tgt raised to $40
    • Cadence Design (CDNS) upgraded to Neutral from Underperform at BofA Securities; tgt raised to $175
    • McDonald's (MCD) upgraded to Overweight from Neutral at Atlantic Equities; tgt raised to $278
    • Oracle (ORCL) upgraded to Outperform from Neutral at Exane BNP Paribas; tgt $90
    • Seven Hills Realty Trust (SEVN) upgraded to Mkt Outperform from Mkt Perform at JMP Securities; tgt $13.50
    • Synopsys (SNPS) upgraded to Neutral from Underperform at BofA Securities; tgt raised to $360
  • Downgrades:
    • Accenture (ACN) downgraded to Neutral from Outperform at Exane BNP Paribas; tgt $320
    • Altria (MO) downgraded to Underweight from Equal Weight at Barclays; tgt lowered to $36
    • Bath & Body Works (BBWI) downgraded to Neutral from Overweight at JP Morgan; tgt lowered to $30
    • Cognyte Software (CGNT) downgraded to In-line from Outperform at Evercore ISI; tgt lowered to $5
    • Crown Castle (CCI) downgraded to Hold from Buy at Deutsche Bank; tgt lowered to $183
    • Franklin Resources (BEN) downgraded to Underperform from Mkt Perform at Keefe Bruyette
    • Janus Henderson Group (JHG) downgraded to Underperform from Mkt Perform at Keefe Bruyette; tgt lowered to $22
    • JOANN Inc. (JOAN) downgraded to Hold from Buy at Loop Capital; tgt lowered to $8
    • Pearson Plc (PSO) downgraded to Sell from Neutral at UBS
    • Qorvo (QRVO) downgraded to Underperform from Neutral at BofA Securities; tgt lowered to $95
    • Skyworks (SWKS) downgraded to Underperform from Neutral at BofA Securities; tgt lowered to $105
    • Texas Instruments (TXN) downgraded to Neutral from Buy at BofA Securities; tgt $175
    • Upstart (UPST) downgraded to Underweight from Equal-Weight at Morgan Stanley; tgt lowered to $19
    • Victory Capital (VCTR) downgraded to Mkt Perform from Outperform at Keefe Bruyette; tgt lowered to $29
  • Others:
    • Addus HomeCare (ADUS) initiated with a Buy at Stifel; tgt $101
    • Amazon (AMZN) initiated with a Buy at Redburn; tgt $270
    • Amedisys (AMED) initiated with a Hold at Stifel; tgt $128
    • Bally's Corporation (BALY) initiated with an Equal Weight at Barclays; tgt $21
    • Blue Bird (BLBD) initiated with a Buy at DA Davidson; tgt $13
    • Boise Cascade (BCC) initiated with a Hold at Truist; tgt $64
    • Boyd Gaming (BYD) initiated with an Overweight at Barclays; tgt $63
    • Caesars Entertainment (CZR) initiated with an Overweight at Barclays; tgt $56
    • Carnival (CCL) initiated with an Overweight at Barclays; tgt $14
    • Digital Turbine (APPS) initiated with a Buy at B. Riley Securities; tgt $29+
    • DraftKings (DKNG) initiated with an Equal Weight at Barclays; tgt $14
    • Energy Vault (NRGV) initiated with a Buy at Chardan Capital; tgt $13
    • ESS Inc. (GWH) initiated with a Neutral at Chardan Capital Markets; tgt $3.50
    • Franklin Resources (BEN) resumed with a Sell at Goldman; tgt $23
    • Generac (GNRC) initiated with an Overweight at Wells Fargo; tgt $285
    • Hilton (HLT) initiated with an Equal Weight at Barclays; tgt $125
    • Hilton Grand Vacations (HGV) initiated with an Overweight at Barclays; tgt $50
    • Hyatt Hotels (H) initiated with an Overweight at Barclays; tgt $103
    • Las Vegas Sands (LVS) initiated with an Overweight at Barclays; tgt $39
    • Lion Electric (LEV) initiated with a Buy at DA Davidson; tgt $7
    • Marriott (MAR) initiated with an Overweight at Barclays; tgt $164
    • Marriott Vacations (VAC) initiated with an Overweight at Barclays; tgt $136
    • Microsoft (MSFT) initiated with a Buy at Redburn; tgt $370
    • MongoDB (MDB) initiated with a Sell at Redburn; tgt $190
    • Norwegian Cruise Line (NCLH) initiated with an Equal Weight at Barclays; tgt $14
    • R1 RCM (RCM) resumed with an Overweight at Barclays; tgt $29
    • REV Group (REVG) initiated with a Neutral at DA Davidson; tgt $11
    • Royal Caribbean (RCL) initiated with an Overweight at Barclays; tgt $56
    • Snowflake (SNOW) initiated with a Neutral at Redburn; tgt $125
    • Solid Power (SLDP) initiated with a Buy at Chardan Capital Markets; tgt $8
    • Sunnova Energy (NOVA) initiated with an Equal Weight at Wells Fargo; tgt $22
    • SunPower (SPWR) initiated with an Underweight at Wells Fargo; tgt $17
    • Sunrun (RUN) initiated with a Equal Weight at Wells Fargo; tgt $27
    • Travel + Leisure Co (TNL) initiated with an Equal Weight at Barclays; tgt $39
    • Vail Resorts (MTN) initiated with an Underweight at Barclays; tgt $217