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Analyst Upgrades and Downgrades For the Week of December 2nd

Analyst upgrades, downgrades, and more

By Justin Nugent · December 2, 2024
Analyst Upgrades and Downgrades For the Week of December 2nd

Upgrades – Thursday, December 05, 2024

  • Bruker (BRKR) – Goldman: Sell>>Neutral, Price Target: $60
  • ConocoPhillips (COP) – JP Morgan: Neutral>>Overweight, Price Target: $120>>$123
  • Diageo plc (DEO) – Jefferies: Hold>>Buy
  • Gates Industrial (GTES) – Barclays: Equal Weight>>Overweight, Price Target: $21>>$25
  • Hewlett Packard Enterprise (HPE) – Morgan Stanley: Equal-Weight>>Overweight, Price Target: $23>>$28
  • Illinois Tool (ITW) – Barclays: Underweight>>Equal Weight, Price Target: $230>>$270
  • Mobileye Global (MBLY) – Wolfe Research: Peer Perform>>Outperform
  • Magna (MGA) – Wolfe Research: Underperform>>Peer Perform
  • Okta (OKTA) – Bernstein: Mkt Perform>>Outperform, Price Target: $123>>$129
  • Rockwell Automation (ROK) – Barclays: Underweight>>Equal Weight, Price Target: $255>>$290
  • TotalEnergies SE (TTE) – RBC Capital Mkts: Sector Perform>>Outperform
  • Willis Towers Watson (WTW) – Raymond James: Outperform>>Strong Buy, Price Target: $365>>$400
  • American Airlines (AAL) – Seaport Research Partners: Neutral>>Buy, Price Target: $20
  • Admiral Group (AMIGY) – Deutsche Bank: Hold>>Buy
  • Gibson Energy (GBNXF) – BMO Capital Markets: Market Perform>>Outperform
  • North American Construction Group (NOA) – CIBC: Neutral>>Sector Outperform
  • E.ON AG (EONGY) – Morgan Stanley: Equal-Weight>>Overweight

Downgrades – Thursday, December 05, 2024

  • AbbVie (ABBV) – Daiwa Securities: Outperform>>Neutral, Price Target: $180
  • American Eagle (AEO) – JP Morgan: Overweight>>Neutral, Price Target: $27>>$23
  • Ally Financial (ALLY) – Wolfe Research: Outperform>>Peer Perform
  • Applied Materials (AMAT) – Morgan Stanley: Equal-Weight>>Underweight, Price Target: $179>>$164
  • CNX Resources (CNX) – JP Morgan: Neutral>>Underweight, Price Target: $31>>$37
  • Devon Energy (DVN) – JP Morgan: Overweight>>Neutral, Price Target: $43
  • Ford Motor (F) – Wolfe Research: Peer Perform>>Underperform
  • Shift4 Payments (FOUR) – The Benchmark Company: Buy>>Hold
  • Formula One Group (FWONA) – Seaport Research Partners: Buy>>Neutral
  • Maravai Life Sciences (MRVI) – Goldman: Neutral>>Sell, Price Target: $4.25
  • Nautilus Biotechnology (NAUT) – Goldman: Neutral>>Sell, Price Target: $1.75
  • nCino (NCNO) – Piper Sandler: Overweight>>Neutral, Price Target: $38
  • Otis Worldwide (OTIS) – Barclays: Equal Weight>>Underweight, Price Target: $94
  • Prosperity Bancshares (PB) – Wolfe Research: Outperform>>Peer Perform
  • Principal Fincl (PFG) – Morgan Stanley: Equal-Weight>>Underweight, Price Target: $86>>$80
  • Relmada Therapeutics (RLMD) – Mizuho: Outperform>>Neutral, Price Target: $23>>$1
  • Roper (ROP) – Barclays: Overweight>>Underweight, Price Target: $625>>$569
  • Sabra Health Care REIT (SBRA) – Mizuho: Outperform>>Neutral, Price Target: $20
  • SM Energy (SM) – JP Morgan: Overweight>>Neutral, Price Target: $51>>$53
  • Toast (TOST) – DA Davidson: Buy>>Neutral, Price Target: $44>>$38
  • Veracyte (VCYT) – Goldman: Buy>>Neutral, Price Target: $38>>$37
  • ACM Research (ACMR) – Craig Hallum: Buy>>Hold, Price Target: $18
  • Chewy (CHWY) – Exane BNP Paribas: Outperform>>Neutral
  • Grab (GRAB) – HSBC Securities: Buy>>Hold, Price Target: $4.25>>$5.5
  • Orsted A/S (DNNGY) – Morgan Stanley: Overweight>>Equal-Weight
  • Redeia Corporacin, S.A. (RDEIY) – Morgan Stanley: Equal-Weight>>Underweight
  • XPeng (XPEV) – UBS: Neutral>>Sell

Coverage Initiated – Thursday, December 05, 2024

  • Assurant (AIZ) – Morgan Stanley: Equal-Weight, Price Target: $251
  • Bloomin’ Brands (BLMN) – Goldman: Sell, Price Target: $13
  • Brown & Brown (BRO) – Morgan Stanley: Overweight, Price Target: $134
  • Cheesecake Factory (CAKE) – Goldman: Buy, Price Target: $56
  • Choice Hotels (CHH) – Wells Fargo: Underweight, Price Target: $133
  • CervoMed (CRVO) – H.C. Wainwright: Buy, Price Target: $42
  • Curtiss-Wright (CW) – Deutsche Bank: Buy, Price Target: $452
  • Walt Disney (DIS) – Jefferies: Hold, Price Target: $120
  • Darden Restaurants (DRI) – Goldman: Neutral, Price Target: $183
  • Brinker (EAT) – Goldman: Buy, Price Target: $150
  • GE Vernova (GEV) – TD Cowen: Buy, Price Target: $400
  • CarMax (KMX) – Stephens: Equal-Weight, Price Target: $86
  • Kinsale Capital (KNSL) – Morgan Stanley: Overweight, Price Target: $593
  • Viant Technology (DSP) – Scotiabank: Sector Outperform, Price Target: $27
  • Duolingo (DUOL) – Scotiabank: Sector Outperform, Price Target: $425
  • DoubleVerify (DV) – Scotiabank: Sector Outperform, Price Target: $24
  • Energy Recovery (ERII) – Seaport Research Partners: Buy, Price Target: $22
  • Integral Ad Science (IAS) – Scotiabank: Sector Perform, Price Target: $10
  • Magnite (MGNI) – Scotiabank: Sector Outperform, Price Target: $22
  • OnKure Therapeutics (OKUR) – Leerink Partners: Outperform, Price Target: $33
  • TEN, Ltd. (TEN) – Alliance Global Partners: Buy, Price Target: $40
  • Option Care Health (OPCH) – UBS: Neutral, Price Target: $26
  • Polestar Automotive Holding UK PLC (PSNY) – BofA Securities: Neutral, Price Target: $1.25
  • PubMatic (PUBM) – Scotiabank: Sector Perform, Price Target: $17
  • Ryan Specialty Group (RYAN) – Morgan Stanley: Overweight, Price Target: $90
  • Rezolve AI Limited (RZLV) – Cantor Fitzgerald: Overweight, Price Target: $5
  • Selective Insurance (SIGI) – Morgan Stanley: Equal-Weight, Price Target: $105
  • Talos Energy (TALO) – JP Morgan: Neutral, Price Target: $12
  • Hanover Insurance (THG) – Morgan Stanley: Equal-Weight, Price Target: $170
  • The Trade Desk (TTD) – Scotiabank: Sector Perform, Price Target: $133
  • Texas Roadhouse (TXRH) – Goldman: Neutral, Price Target: $213
  • Udemy (UDMY) – Scotiabank: Sector Outperform, Price Target: $10
  • V.F. Corp (VFC) – Truist: Hold, Price Target: $20
  • Vinci Partners (VINP) – Goldman: Buy, Price Target: $13
  • Wyndham Hotels & Resorts (WH) – Wells Fargo: Equal Weight, Price Target: $103
  • W.R. Berkley (WRB) – Morgan Stanley: Equal-Weight, Price Target: $65
  • Smurfit Westrock plc (SW) – Argus: Buy, Price Target: $62
  • APi Group (APG) – William Blair: Outperform
  • Coca-Cola Hellenic (CCHGY) – Kepler: Hold
  • Coursera (COUR) – Scotiabank: Sector Perform, Price Target: $9
  • TAT Technologies (TATT) – The Benchmark Company: Buy, Price Target: $30

Upgrades – Wednesday, December 04, 2024

  • Brookline Bancorp (BRKL)
    • Upgrade: Mkt Perform → Outperform
    • Price Target: $12 → $14.5
    • Firm: Keefe Bruyette
  • Macerich (MAC)
    • Upgrade: Underperform → Neutral
    • Price Target: $14 → $22
    • Firm: Mizuho
  • Merck (MRK)
    • Upgrade: Hold → Buy
    • Price Target: $130
    • Firm: HSBC Securities
  • New Fortress Energy (NFE)
    • Upgrade: Sell → Hold
    • Price Target: $11
    • Firm: Deutsche Bank
  • Pinnacle West (PNW)
    • Upgrade: Sector Weight → Overweight
    • Price Target: $101
    • Firm: KeyBanc Capital Markets
  • Pure Storage (PSTG)
    • Upgrade: Neutral → Overweight
    • Price Target: $56 → $76
    • Firm: Piper Sandler
  • Shore Bancshares (SHBI)
    • Upgrade: Mkt Perform → Outperform
    • Price Target: $16 → $20
    • Firm: Keefe Bruyette
  • Trimble (TRMB)
    • Upgrade: Neutral → Overweight
    • Price Target: $74 → $92
    • Firm: JP Morgan

Downgrades – Wednesday, December 04, 2024

  • ACM Research (ACMR)
    • Downgrade: Buy → Hold
    • Firm: Needham
  • Alector (ALEC)
    • Downgrade: Neutral → Underperform
    • Price Target: $9 → $1
    • Firm: BofA Securities
  • DTE Energy (DTE)
    • Downgrade: Overweight → Sector Weight
    • Firm: KeyBanc Capital Markets
  • Entergy (ETR)
    • Downgrade: Overweight → Sector Weight
    • Firm: KeyBanc Capital Markets
  • First Citizens BancShares (FCNCA)
    • Downgrade: Outperform → Mkt Perform
    • Price Target: $2100 → $2500
    • Firm: Keefe Bruyette
  • First National (FXNC)
    • Downgrade: Buy → Neutral
    • Firm: Janney
  • Hanmi Financial (HAFC)
    • Downgrade: Outperform → Mkt Perform
    • Price Target: $24 → $29
    • Firm: Keefe Bruyette
  • IPG Photonics (IPGP)
    • Downgrade: Buy → Neutral
    • Firm: Northcoast
  • MSC Industrial (MSM)
    • Downgrade: Overweight → Equal-Weight
    • Price Target: $85
    • Firm: Stephens
  • M&T Bank (MTB)
    • Downgrade: Overweight → Neutral
    • Price Target: $215 → $223.5
    • Firm: JP Morgan
  • Novartis AG (NVS)
    • Downgrade: Hold → Reduce
    • Firm: HSBC Securities
  • Pinnacle Financial (PNFP)
    • Downgrade: Outperform → Mkt Perform
    • Price Target: $115 → $135
    • Firm: Keefe Bruyette
  • YPF Sociedad Anonima (YPF)
    • Downgrade: Buy → Neutral
    • Price Target: $30 → $38
    • Firm: UBS
  • GATX Corporation (GATX)
    • Downgrade: Buy → Neutral
    • Firm: Sidoti
  • Moller Maersk (AMKBY)
    • Downgrade: Equal-Weight → Underweight
    • Firm: Morgan Stanley
  • Bunzl PLC (BZLFY)
    • Downgrade: Buy → Hold
    • Firm: HSBC Securities
  • Heineken (HEINY)
    • Downgrade: Buy → Hold
    • Firm: Deutsche Bank
  • Orange (ORANY)
    • Downgrade: Overweight → Equal-Weight
    • Firm: Morgan Stanley
  • Shift4 Payments (FOUR)
    • Downgrade: Buy → Neutral
    • Firm: BofA Securities

Coverage Initiated – Wednesday, December 04, 2024

  • Abivax SA (ABVX)
    • Rating: Mkt Outperform
    • Price Target: $33
    • Firm: JMP Securities
  • Align Technology (ALGN)
    • Rating: Outperform
    • Price Target: $295
    • Firm: Mizuho
  • Coherent (COHR)
    • Rating: Buy
    • Price Target: $135
    • Firm: Jefferies
  • Coya Therapeutics (COYA)
    • Rating: Buy
    • Price Target: $15
    • Firm: D. Boral Capital
  • Doximity (DOCS)
    • Rating: Neutral
    • Price Target: $55
    • Firm: Mizuho
  • eHealth (EHTH)
    • Rating: Neutral
    • Price Target: $5.5
    • Firm: UBS
  • GoodRx (GDRX)
    • Rating: Neutral
    • Price Target: $5
    • Firm: Mizuho
  • Gen Digital (GEN)
    • Rating: Buy
    • Price Target: $36
    • Firm: UBS
  • GE Vernova (GEV)
    • Rating: Outperform
    • Price Target: $403
    • Firm: Wolfe Research
  • Generac (GNRC)
    • Rating: Equal Weight
    • Price Target: $189
    • Firm: Barclays
  • Structure Therapeutics (GPCR)
    • Rating: Buy
    • Price Target: $80
    • Firm: H.C. Wainwright
  • HealthEquity (HQY)
    • Rating: Outperform
    • Price Target: $126
    • Firm: Mizuho
  • Henry Schein (HSIC)
    • Rating: Neutral
    • Price Target: $75
    • Firm: Mizuho
  • LifeMD (LFMD)
    • Rating: Neutral
    • Price Target: $7
    • Firm: Mizuho
  • Envista (NVST)
    • Rating: Underperform
    • Price Target: $20
    • Firm: Mizuho
  • Patterson Companies (PDCO)
    • Rating: Neutral
    • Price Target: $23
    • Firm: Mizuho
  • Solventum Corporation (SOLV)
    • Rating: Neutral
    • Price Target: $70
    • Firm: Mizuho
  • Talkspace (TALK)
    • Rating: Outperform
    • Price Target: $5
    • Firm: Mizuho
  • Talen Energy (TLN)
    • Rating: Buy
    • Price Target: $248
    • Firm: Daiwa Securities
  • Veeva Systems (VEEV)
    • Rating: Outperform
    • Price Target: $275
    • Firm: Mizuho
  • Vigil Neuroscience (VIGL)
    • Rating: Outperform
    • Firm: William Blair
  • Dentsply Sirona (XRAY)
    • Rating: Neutral
    • Price Target: $21
    • Firm: Mizuho
  • Bitfarms (BITF)
    • Rating: Buy
    • Price Target: $6
    • Firm: Alliance Global Partners
  • Everus (ECG)
    • Rating: Outperform
    • Price Target: $70
    • Firm: Oppenheimer

Upgrades – Tuesday, December 03, 2024

  1. Alignment Healthcare (ALHC) – Stephens: Upgraded from Equal-Weight to Overweight, price target raised from $13 to $17.
  2. Ashtead (ASHTF) – RBC Capital Markets: Upgraded from Sector Perform to Outperform.
  3. AngloGold Ashanti (AU) – RBC Capital Markets: Upgraded from Sector Perform to Outperform, price target $31.
  4. Axon (AXON) – Morgan Stanley: Upgraded from Equal-Weight to Overweight, price target raised from $500 to $700.
  5. BMW Group (BMWKY) – UBS: Upgraded from Neutral to Buy.
  6. Hugo Boss AG (BOSSY) – UBS: Upgraded from Neutral to Buy.
  7. Citigroup (C) – Keefe Bruyette: Upgraded from Mkt Perform to Outperform, price target raised from $70 to $82.
  8. Century Aluminum (CENX) – Wolfe Research: Upgraded from Peer Perform to Outperform, price target $27.
  9. CenterPoint (CNP) – UBS: Upgraded from Neutral to Buy, price target raised from $31 to $37.
  10. Credo Technology Group (CRDO) – BofA Securities: Upgraded from Underperform to Buy, price target $80.
  11. CVS Health (CVS) – Deutsche Bank: Upgraded from Hold to Buy, price target $66.
  12. Dana Inc (DAN) – Exane BNP Paribas: Upgraded from Neutral to Outperform, price target raised from $9 to $16.
  13. DTE Energy (DTE) – UBS: Upgraded from Neutral to Buy, price target raised from $129 to $143.
  14. Kroger (KR) – Jefferies: Upgraded from Hold to Buy, price target raised from $54 to $73.
  15. PTC Therapeutics (PTCT) – RBC Capital Markets: Upgraded from Sector Perform to Outperform, price target raised from $39 to $63.
  16. South Atlantic Bancshares (SABK) – Janney: Upgraded from Neutral to Buy, price target $19.
  17. State Street (STT) – Keefe Bruyette: Upgraded from Mkt Perform to Outperform, price target raised from $105 to $120.
  18. Synchrony Financial (SYF) – Wells Fargo: Upgraded from Equal Weight to Overweight, price target raised from $60 to $85.
  19. Upstart (UPST) – Redburn Atlantic: Upgraded from Neutral to Buy, price target raised from $37 to $95.
  20. Alamos (AGI) – National Bank Financial: Upgraded from Sector Perform to Outperform.
  21. Ferrovial SE (FER) – BofA Securities: Upgraded from Neutral to Buy.
  22. Birkenstock Holding Plc (BIRK) – HSBC Securities: Upgraded from Hold to Buy, price target $58 to $60.
  23. Nutrien (NTR) – Raymond James: Upgraded from Mkt Perform to Outperform, price target raised from $58 to $60.
  24. AT&T (T) – New Street: Upgraded from Neutral to Buy.

Downgrades – Tuesday, December 03, 2024

  1. Cousins Prop (CUZ) – BMO Capital Markets: Downgraded from Outperform to Market Perform, price target raised from $31 to $32.
  2. Cavco Industries (CVCO) – Wedbush: Downgraded from Outperform to Neutral, price target $480.
  3. EssilorLuxottica (ESLOY) – UBS: Downgraded from Buy to Neutral.
  4. FedEx (FDX) – Bernstein: Downgraded from Outperform to Mkt Perform, price target lowered from $337 to $316.
  5. Kroger (KR) – BMO Capital Markets: Downgraded from Outperform to Market Perform, price target $60.
  6. Ollie’s Bargain Outlet (OLLI) – Wells Fargo: Downgraded from Overweight to Equal Weight, price target lowered from $100 to $95.
  7. Argan (AGX) – Lake Street: Downgraded from Buy to Hold, price target lowered from $85 to $150.
  8. JBG SMITH Properties (JBGS) – BMO Capital Markets: Downgraded from Market Perform to Underperform.

Coverage Initiated – Tuesday, December 03, 2024

  1. AGCO Corp (AGCO) – Morgan Stanley: Initiated with Equal-Weight, price target $101.
  2. ASM Intl NV (ASMIY) – Exane BNP Paribas: Initiated with Neutral, price target $561.
  3. Instacart (CART) – Deutsche Bank: Initiated with Hold, price target $37.
  4. Coca-Cola European Partners (CCEP) – Bernstein: Initiated with Mkt Perform, price target $82.
  5. Coca-Cola Hellenic (CCHGY) – Bernstein: Initiated with Outperform.
  6. Everus (ECG) – Wolfe Research: Initiated with Peer Perform.
  7. Eversource Energy (ES) – Jefferies: Initiated with Underperform, price target $52.
  8. Lamb Weston (LW) – Bernstein: Initiated with Mkt Perform, price target $85.
  9. Nevro (NVRO) – Wells Fargo: Initiated with Equal Weight, price target $5.
  10. STMicroelectronics (STM) – Exane BNP Paribas: Initiated with Neutral, price target $28.
  11. Afya (AFYA) – Goldman: Initiated with Sell, price target $16.
  12. Hawaiian Electric (HE) – Jefferies: Initiated with Hold, price target $11.5.

Upgrades – Monday, December 02, 2024

  • Ares Capital (ARCC) – Wells Fargo: Equal Weight → Overweight, Price Target: $23
  • Embecta Corp. (EMBC) – Morgan Stanley: Underweight → Equal-Weight, Price Target: $13 → $20
  • Globus Medical (GMED) – Morgan Stanley: Equal-Weight → Overweight, Price Target: $83 → $100
  • Intuitive Surgical (ISRG) – Morgan Stanley: Equal-Weight → Overweight, Price Target: $522 → $650
  • LVMH (LVMUY) – HSBC Securities: Hold → Buy
  • NovoCure (NVCR) – Evercore ISI: In-line → Outperform, Price Target: $18 → $30
  • Paycor (PYCR) – TD Cowen: Hold → Buy, Price Target: $18 → $22
  • Stryker (SYK) – Morgan Stanley: Equal-Weight → Overweight, Price Target: $370 → $445
  • Tandem Diabetes Care (TNDM) – Morgan Stanley: Equal-Weight → Overweight, Price Target: $45
  • Akamai Tech (AKAM) – Oppenheimer: Perform → Outperform, Price Target: $120
  • Fastly (FSLY) – Oppenheimer: Perform → Outperform, Price Target: $12
  • Gap (GAP) – JP Morgan: Neutral → Overweight, Price Target: $28 → $30
  • Tesla (TSLA) – ROTH MKM: Neutral → Buy, Price Target: $85 → $380
  • Fresenius Medical (FMS) – BofA Securities: Underperform → Neutral
  • Zebra Tech (ZBRA) – Morgan Stanley: Underweight → Equal-Weight, Price Target: $305 → $400
  • Dana Inc (DAN) – Barclays: Equal Weight → Overweight, Price Target: $18
  • Kymera Therapeutics (KYMR) – Wells Fargo: Equal Weight → Overweight, Price Target: $57
  • NextEra Energy Partners (NEP) – Morgan Stanley: Equal-Weight → Overweight
  • Cloudflare (NET) – Morgan Stanley: Equal-Weight → Overweight
  • Okta (OKTA) – Morgan Stanley: Equal-Weight → Overweight, Price Target: $97
  • Runway Growth Finance (RWAY) – Wells Fargo: Equal Weight → Overweight
  • Southern Copper (SCCO) – JP Morgan: Underweight → Neutral, Price Target: $92.5
  • Xencor (XNCR) – Piper Sandler: Neutral → Overweight, Price Target: $20 → $30
  • IAMGOLD (IAG) – CIBC: Neutral → Sector Outperform

Downgrades – Monday, December 02, 2024

  • AnaptysBio (ANAB) – BTIG Research: Buy → Neutral
  • Bausch + Lomb (BLCO) – Morgan Stanley: Overweight → Equal-Weight, Price Target: $19
  • Blackstone Secured Lending Fund (BXSL) – Wells Fargo: Overweight → Equal Weight, Price Target: $29
  • Glaukos (GKOS) – Morgan Stanley: Equal-Weight → Underweight, Price Target: $120
  • Kohl’s (KSS) – Guggenheim: Buy → Neutral
  • Markel Group (MKL) – TD Cowen: Buy → Hold, Price Target: $1986 → $1836
  • Nevro (NVRO) – Morgan Stanley: Equal-Weight → Underweight, Price Target: $9 → $4
  • Kering SA (PPRUY) – JP Morgan: Neutral → Underweight
  • Applied Therapeutics (APLT) – UBS: Buy → Neutral, Price Target: $13 → $2
  • Nu Holdings (NU) – Citigroup: Neutral → Sell, Price Target: $14.6 → $11
  • Upstart (UPST) – JP Morgan: Neutral → Underweight
  • Toast (TOST) – Goldman: Buy → Neutral, Price Target: $45
  • FS KKR Capital (FSK) – Wells Fargo: Overweight → Equal Weight, Price Target: $21
  • Lending Club (LC) – JP Morgan: Overweight → Neutral, Price Target: $17
  • Outlook Therapeutics (OTLK) – Chardan Capital Markets: Buy → Neutral
  • Progyny (PGNY) – JP Morgan: Overweight → Neutral, Price Target: $17
  • Poseida Therapeutics (PSTX) – Piper Sandler: Overweight → Neutral, Price Target: $10
  • SentinelOne (S) – Morgan Stanley: Overweight → Equal-Weight
  • Tenable (TENB) – Morgan Stanley: Overweight → Equal-Weight, Price Target: $47
  • Trinity Capital (TRIN) – Wells Fargo: Equal Weight → Underweight, Price Target: $13
  • Mercedes-Benz Group AG (MBGYY) – Barclays: Equal Weight → Underweight

Coverage Initiated – Monday, December 02, 2024

  • BrightView (BV) – BTIG Research: Buy, Price Target: $22
  • Elanco Animal Health (ELAN) – Leerink Partners: Market Perform, Price Target: $14
  • IDEXX Labs (IDXX) – Leerink Partners: Outperform, Price Target: $500
  • PROCEPT BioRobotics (PRCT) – Morgan Stanley: Overweight, Price Target: $105
  • Voyager Therapeutics (VYGR) – Citigroup: Buy, Price Target: $12
  • Zoetis (ZTS) – Leerink Partners: Outperform, Price Target: $215
  • Cleveland-Cliffs (CLF) – Goldman: Buy, Price Target: $16
  • Commercial Metals (CMC) – Goldman: Buy, Price Target: $75
  • Integra (IART) – Morgan Stanley: Underweight, Price Target: $25 → $20
  • Nucor (NUE) – Goldman: Buy, Price Target: $190
  • Radius Recycling (RDUS) – Goldman: Neutral, Price Target: $22
  • Reliance, Inc. (RS) – Goldman: Neutral, Price Target: $341
  • Steel Dynamics (STLD) – Goldman: Neutral, Price Target: $155
  • Autodesk (ADSK) – UBS: Buy, Price Target: $350
  • Booz Allen Hamilton (BAH) – UBS: Neutral, Price Target: $159
  • CACI Intl (CACI) – UBS: Buy, Price Target: $557
  • Climb Bio (CLYM) – Leerink Partners: Outperform, Price Target: $10
  • Corbus Pharma (CRBP) – Piper Sandler: Overweight
  • Ero Copper (ERO) – Goldman: Buy
  • GT Biopharma (GTBP) – ROTH MKM: Buy, Price Target: $11
  • Leidos (LDOS) – UBS: Neutral, Price Target: $182
  • Procore Technologies (PCOR) – UBS: Buy, Price Target: $105
  • Science Applications (SAIC) – UBS: Neutral, Price Target: $134
  • Viking Therapeutics (VKTX) – Piper Sandler: Overweight
  • Viper Energy Partners (VNOM) – Goldman: Buy, Price Target: $70