Friday: May 17th

Upgrades

• Alaska Air (ALK):
  • Brokerage Firm: Wolfe Research
  • Ratings Change: Peer Perform >> Outperform
  • Price Target: $55
• Aspen Tech (AZPN):
  • Brokerage Firm: Berenberg
  • Ratings Change: Hold >> Buy
  • Price Target: $185 >> $255
• Bath & Body Works (BBWI):
  • Brokerage Firm: JP Morgan
  • Ratings Change: Underweight >> Neutral
  • Price Target: $40 >> $53
• Coinbase Global (COIN):
  • Brokerage Firm: BofA Securities
  • Ratings Change: Underperform >> Neutral
  • Price Target: $110 >> $217
• DuPont (DD):
  • Brokerage Firm: Jefferies
  • Ratings Change: Hold >> Buy
  • Price Target: $78 >> $101
• Darden Restaurants (DRI):
  • Brokerage Firm: BTIG Research
  • Ratings Change: Neutral >> Buy
  • Price Target: $175
• Euronet (EEFT):
  • Brokerage Firm: Wolfe Research
  • Ratings Change: Underperform >> Peer Perform
• Robinhood Markets (HOOD):
  • Brokerage Firm: BofA Securities
  • Ratings Change: Underperform >> Buy
  • Price Target: $14 >> $24
• JD.com (JD):
  • Brokerage Firm: Macquarie
  • Ratings Change: Neutral >> Outperform
  • Price Target: $26 >> $40
• Littelfuse (LFUS):
  • Brokerage Firm: Robert W. Baird
  • Ratings Change: Neutral >> Outperform
  • Price Target: $270 >> $300
• Roche Hldg (RHHBY):
  • Brokerage Firm: Deutsche Bank
  • Ratings Change: Sell >> Hold
• Tanger Factory (SKT):
  • Brokerage Firm: Scotiabank
  • Ratings Change: Sector Underperform >> Sector Perform
  • Price Target: $20 >> $28
• United Airlines (UAL):
  • Brokerage Firm: Wolfe Research
  • Ratings Change: Peer Perform >> Outperform
  • Price Target: $76
• Zurich Insurance Group (ZURVY):
  • Brokerage Firm: BofA Securities
  • Ratings Change: Neutral >> Buy
• H&M (HNNMY):
  • Brokerage Firm: RBC Capital Mkts
  • Ratings Change: Sector Perform >> Outperform

Downgrades

• Baidu (BIDU):
  • Brokerage Firm: Morgan Stanley
  • Ratings Change: Overweight >> Equal-Weight
  • Price Target: $140 >> $125
• BioMarin Pharmaceutical (BMRN):
  • Brokerage Firm: Robert W. Baird
  • Ratings Change: Outperform >> Neutral
  • Price Target: $104 >> $72
• Corpay (CPAY):
  • Brokerage Firm: Wolfe Research
  • Ratings Change: Peer Perform >> Underperform
  • Price Target: $295
• EPAM Systems (EPAM):
  • Brokerage Firm: Wolfe Research
  • Ratings Change: Outperform >> Peer Perform
• Lithia Motors (LAD):
  • Brokerage Firm: Guggenheim
  • Ratings Change: Buy >> Neutral
• Macerich (MAC):
  • Brokerage Firm: Scotiabank
  • Ratings Change: Sector Perform >> Sector Underperform
  • Price Target: $16 >> $14
• SoundThinking (SSTI):
  • Brokerage Firm: William Blair
  • Ratings Change: Outperform >> Mkt Perform
• Weibo (WB):
  • Brokerage Firm: Morgan Stanley
  • Ratings Change: Equal-Weight >> Underweight
  • Price Target: $11 >> $10
• Inditex (IDEXY):
  • Brokerage Firm: RBC Capital Mkts
  • Ratings Change: Outperform >> Sector Perform
• Cracker Barrel (CBRL):
  • Brokerage Firm: CL King
  • Ratings Change: Buy >> Neutral
  • Price Target: $90
• Quipt Home Medical (QIPT):
  • Brokerage Firm: Raymond James
  • Ratings Change: Mkt Perform >> Underperform
• Take-Two (TTWO):
  • Brokerage Firm: HSBC Securities
  • Ratings Change: Buy >> Hold
  • Price Target: $154

Coverage Initiated

• AbbVie (ABBV):
  • Brokerage Firm: Cantor Fitzgerald
  • Ratings Change: Overweight
  • Price Target: $200
• The Beachbody Company (BODI):
  • Brokerage Firm: Canaccord Genuity
  • Ratings Change: Buy
  • Price Target: $13
• Capricor Therapeutics (CAPR):
  • Brokerage Firm: Oppenheimer
  • Ratings Change: Outperform
  • Price Target: $14
• Confluent (CFLT):
  • Brokerage Firm: Oppenheimer
  • Ratings Change: Outperform
  • Price Target: $37
• REE Automotive (REE):
  • Brokerage Firm: ROTH MKM
  • Ratings Change: Buy
  • Price Target: $14
• Immutep (IMMP):
  • Brokerage Firm: CapitalOne
  • Ratings Change: Overweight
  • Price Target: $10
• Mission Produce (AVO):
  • Brokerage Firm: Lake Street
  • Ratings Change: Buy
  • Price Target: $15

Wednesday, May 15th

Upgrades

• Alcon (ALC)
  • Brokerage Firm: Oppenheimer
  • Ratings Change: Perform >> Outperform
  • Price Target: $103
• Campbell Soup (CPB)
  • Brokerage Firm: Bernstein
  • Ratings Change: Underperform >> Mkt Perform
  • Price Target: $42 >> $46
• General Mills (GIS)
  • Brokerage Firm: Bernstein
  • Ratings Change: Underperform >> Mkt Perform
  • Price Target: $62 >> $70
• Janus Henderson Group (JHG)
  • Brokerage Firm: TD Cowen
  • Ratings Change: Hold >> Buy
  • Price Target: $34 >> $37
• NIO (NIO)
  • Brokerage Firm: JP Morgan
  • Ratings Change: Underweight >> Neutral
  • Price Target: $4.8 >> $5.4
• Park Hotels & Resorts (PK)
  • Brokerage Firm: Evercore ISI
  • Ratings Change: In-line >> Outperform
  • Price Target: $20
• TKO Group Holdings (TKO)
  • Brokerage Firm: TD Cowen
  • Ratings Change: Hold >> Buy
  • Price Target: $92 >> $127
• Summit Materials (SUM)
  • Brokerage Firm: Wolfe Research
  • Ratings Change: Peer Perform >> Outperform
  • Price Target: $49
• Nextracker (NXT)
  • Brokerage Firm: Fox Advisors
  • Ratings Change: Equal Weight >> Overweight
  • Price Target: $60
• HUYA (HUYA)
  • Brokerage Firm: Morgan Stanley
  • Ratings Change: Underweight >> Equal-Weight

Downgrades

• Accenture (ACN)
  • Brokerage Firm: Deutsche Bank
  • Ratings Change: Buy >> Hold
  • Price Target: $409 >> $295
• Altus Power (AMPS)
  • Brokerage Firm: JP Morgan
  • Ratings Change: Overweight >> Neutral
• A-Mark Precious Metals (AMRK)
  • Brokerage Firm: B. Riley Securities
  • Ratings Change: Buy >> Neutral
  • Price Target: $33
• Sierra Bancorp (BSRR)
  • Brokerage Firm: Janney
  • Ratings Change: Buy >> Neutral
• Casey’s General (CASY)
  • Brokerage Firm: Northcoast
  • Ratings Change: Buy >> Neutral
• Ginkgo Bioworks (DNA)
  • Brokerage Firm: BTIG Research
  • Ratings Change: Neutral >> Sell
• MVB Financial (MVBF)
  • Brokerage Firm: Hovde Group
  • Ratings Change: Outperform >> Market Perform
  • Price Target: $21
• Petrobras (PBR)
  • Brokerage Firm: Jefferies
  • Ratings Change: Buy >> Hold
• Rallybio (RLYB)
  • Brokerage Firm: JP Morgan
  • Ratings Change: Overweight >> Neutral
• Six Flags (SIX)
  • Brokerage Firm: Deutsche Bank
  • Ratings Change: Buy >> Hold
  • Price Target: $29 >> $27
• SunPower (SPWR)
  • Brokerage Firm: Wolfe Research
  • Ratings Change: Peer Perform >> Underperform
  • Price Target: $2
• Surf Air Mobility (SRFM)
  • Brokerage Firm: Canaccord Genuity
  • Ratings Change: Buy >> Hold
  • Price Target: $2.5 >> $1
• Benchmark Electronics (BHE)
  • Brokerage Firm: Fox Advisors
  • Ratings Change: Overweight >> Equal Weight
• American Intl (AIG)
  • Brokerage Firm: HSBC Securities
  • Ratings Change: Buy >> Hold
  • Price Target: $86
• Comstock (CRK)
  • Brokerage Firm: CapitalOne
  • Ratings Change: Overweight >> Equal Weight
• Grupo Aeroportuario (OMAB)
  • Brokerage Firm: Scotiabank
  • Ratings Change: Sector Perform >> Sector Underperform
• Canoo (GOEV)
  • Brokerage Firm: R. F. Lafferty
  • Ratings Change: Buy >> Hold
• Capital Southwest Corp. (CSWC)
  • Brokerage Firm: JMP Securities
  • Ratings Change: Mkt Outperform >> Mkt Perform
• Hello Group (MOMO)
  • Brokerage Firm: Morgan Stanley
  • Ratings Change: Equal-Weight >> Underweight

Coverage Initiated

• Granite Ridge Resources (GRNT)
  • Brokerage Firm: ROTH MKM
  • Ratings Change: Buy
  • Price Target: $8.8
• Integer Holdings (ITGR)
  • Brokerage Firm: Truist
  • Ratings Change: Buy
  • Price Target: $137
• Lightspeed (LSPD)
  • Brokerage Firm: Jefferies
  • Ratings Change: Hold
  • Price Target: $14
• Wave Life Sciences (WVE)
  • Brokerage Firm: Wells Fargo
  • Ratings Change: Overweight
  • Price Target: $11
• Celestica (CLS)
  • Brokerage Firm: Fox Advisors
  • Ratings Change: Overweight
  • Price Target: $60

Tuesday, May 14th

Upgrades

• Atmos Energy (ATO)
  • Brokerage Firm: Wells Fargo
  • Ratings Change: Equal Weight >> Overweight
  • Price Target: $130 >> $132
• Enhabit Inc. (EHAB)
  • Brokerage Firm: Leerink Partners
  • Ratings Change: Underperform >> Market Perform
  • Price Target: $8.5
• Expeditors Intl (EXPD)
  • Brokerage Firm: Exane BNP Paribas
  • Ratings Change: Underperform >> Neutral
  • Price Target: $112
• Amicus Therapeutics (FOLD)
  • Brokerage Firm: Guggenheim
  • Ratings Change: Neutral >> Buy
  • Price Target: $13
• Sarepta Therapeutics (SRPT)
  • Brokerage Firm: Oppenheimer
  • Ratings Change: Perform >> Outperform
  • Price Target: $180
• VTEX (VTEX)
  • Brokerage Firm: JP Morgan
  • Ratings Change: Neutral >> Overweight
  • Price Target: $9
• Expro Group (XPRO)
  • Brokerage Firm: Barclays
  • Ratings Change: Equal Weight >> Overweight
  • Price Target: $18 >> $27
• Edwards Lifesciences (EW)
  • Brokerage Firm: Deutsche Bank
  • Ratings Change: Hold >> Buy

Downgrades

• AirSculpt Technologies (AIRS)
  • Brokerage Firm: Leerink Partners
  • Ratings Change: Outperform >> Market Perform
  • Price Target: $8.25 >> $5
• Augmedix (AUGX)
  • Brokerage Firm: Evercore ISI
  • Ratings Change: Outperform >> In-line
  • Price Target: $5 >> $1.5
• Inotiv (NOTV)
  • Brokerage Firm: Jefferies
  • Ratings Change: Buy >> Hold
  • Price Target: $11.5 >> $3.75
• RAPT Therapeutics (RAPT)
  • Brokerage Firm: Wolfe Research
  • Ratings Change: Outperform >> Peer Perform
• Augmedix (AUGX)
  • Brokerage Firm: Maxim Group
  • Ratings Change: Buy >> Hold
  • Price Target: $5 >>
• Shimmick Corp. (SHIM)
  • Brokerage Firm: ROTH MKM
  • Ratings Change: Buy >> Neutral
  • Price Target: $9 >> $3.5
• Jackson Financial (JXN)
  • Brokerage Firm: Keefe Bruyette
  • Ratings Change: Outperform >> Mkt Perform
• Shimmick Corp. (SHIM)
  • Brokerage Firm: Craig Hallum
  • Ratings Change: Buy >> Hold

Coverage Initiated

• Seagate Tech (STX)
  • Brokerage Firm: Citigroup
  • Ratings Change: Buy
  • Price Target: $110
• Western Digital (WDC)
  • Brokerage Firm: Citigroup
  • Ratings Change: Buy
  • Price Target: $90
• Actinum Pharma (ATNM)
  • Brokerage Firm: Stephens
  • Ratings Change: Overweight
  • Price Target: $25
• BioMarin Pharmaceutical (BMRN)
  • Brokerage Firm: Evercore ISI
  • Ratings Change: Outperform
  • Price Target: $113
• BioNTech (BNTX)
  • Brokerage Firm: Evercore ISI
  • Ratings Change: In-line
  • Price Target: $100
• Blueprint Medicines (BPMC)
  • Brokerage Firm: Stephens
  • Ratings Change: Overweight
  • Price Target: $140
• CRH Plc. (CRH)
  • Brokerage Firm: RBC Capital Mkts
  • Ratings Change: Outperform
  • Price Target: $110
• CEMEX S.A. (CX)
  • Brokerage Firm: RBC Capital Mkts
  • Ratings Change: Underperform
  • Price Target: $9
• Delcath (DCTH)
  • Brokerage Firm: Stephens
  • Ratings Change: Overweight
  • Price Target: $25
• Descartes (DSGX)
  • Brokerage Firm: Redburn Atlantic
  • Ratings Change: Neutral
  • Price Target: $90
• Elevation Oncology (ELEV)
  • Brokerage Firm: Stephens
  • Ratings Change: Overweight
  • Price Target: $8
• Inovio Pharma (INO)
  • Brokerage Firm: Stephens
  • Ratings Change: Overweight
  • Price Target: $20
• Sensei Biotherapeutics (SNSE)
  • Brokerage Firm: Stephens
  • Ratings Change: Overweight
  • Price Target: $5
• SPS Commerce (SPSC)
  • Brokerage Firm: Redburn Atlantic
  • Ratings Change: Buy
  • Price Target: $220
• Veru (VERU)
  • Brokerage Firm: B. Riley Securities
  • Ratings Change: Buy
  • Price Target: $5
• Weatherford (WFRD)
  • Brokerage Firm: Citigroup
  • Ratings Change: Buy
  • Price Target: $155
• Orion Group (ORN)
  • Brokerage Firm: Craig Hallum
  • Ratings Change: Buy
  • Price Target: $14

Monday, May 13th:

Upgrades

• Cisco (CSCO)
  • Brokerage Firm: Exane BNP Paribas
  • Ratings Change: Underperform to Neutral
  • Price Target: $50
• MSCI (MSCI)
  • Brokerage Firm: Redburn Atlantic
  • Ratings Change: Neutral to Buy
  • Price Target: $485
• Philips (PHG)
  • Brokerage Firm: Bernstein
  • Ratings Change: Market Perform to Outperform
• Red Rock Resorts (RRR)
  • Brokerage Firm: BofA Securities
  • Ratings Change: Underperform to Neutral
  • Price Target: $57->$55
• Royal Bank of Canada (RY)
  • Brokerage Firm: Jefferies
  • Ratings Change: Hold to Buy
• Stellus Capital (SCM)
  • Brokerage Firm: B. Riley Securities
  • Ratings Change: Sell to Neutral
  • Price Target: $12.5->$13.25
• Nexstar (NXST)
  • Brokerage Firm: Wells Fargo
  • Ratings Change: Equal Weight to Overweight
  • Price Target: $190->$221
• Pangea Logistics Solutions (PANL)
  • Brokerage Firm: Alliance Global Partners
  • Ratings Change: Neutral to Buy
  • Price Target: $10.25

Downgrades

• Applied Materials (AMAT)
  • Brokerage Firm: Jefferies
  • Ratings Change: Buy to Hold
  • Price Target: $215->$210
• PENN Entertainment (PENN)
  • Brokerage Firm: BofA Securities
  • Ratings Change: Buy to Neutral
  • Price Target: $28->$17.5
• SolarEdge Technologies (SEDG)
  • Brokerage Firm: Susquehanna
  • Ratings Change: Positive to Neutral
  • Price Target: $56
• Texas Instruments (TXN)
  • Brokerage Firm: Jefferies
  • Ratings Change: Buy to Hold
  • Price Target: $200->$175
• Morgan Stanley Direct Lending (MSDL)
  • Brokerage Firm: Raymond James
  • Ratings Change: Outperform to Market Perform
• Equity Residential (EQR)
  • Brokerage Firm: Evercore ISI
  • Ratings Change: Outperform to In-line
  • Price Target: $70
• BAE Systems (BAESY)
  • Brokerage Firm: BofA Securities
  • Ratings Change: Buy to Neutral
• AvalonBay (AVB)
  • Brokerage Firm: Evercore ISI
  • Ratings Change: Outperform to In-line
  • Price Target: $202
• InterDigital (IDCC)
  • Brokerage Firm: Jefferies
  • Ratings Change: Buy to Hold
  • Price Target: $106->$100
• Navitas Semiconductor (NVTS)
  • Brokerage Firm: Jefferies
  • Ratings Change: Buy to Hold
  • Price Target: $10->$4
• CareDx (CDNA)
  • Brokerage Firm: Raymond James
  • Ratings Change: Outperform to Market Perform

Coverage Initiated

• Analog Devices (ADI)
  • Brokerage Firm: Jefferies
  • Ratings Change: Buy
  • Price Target: $224->$250
• Advanced Micro (AMD)
  • Brokerage Firm: Jefferies
  • Ratings Change: Buy
  • Price Target: $200->$190
• Broadcom (AVGO)
  • Brokerage Firm: Jefferies
  • Ratings Change: Buy
  • Price Target: $1616->$1550
• GlobalFoundries (GFS)
  • Brokerage Firm: Jefferies
  • Ratings Change: Buy
  • Price Target: $67->$62
• Intel (INTC)
  • Brokerage Firm: Jefferies
  • Ratings Change: Hold
  • Price Target: $42->$34
• KLA Corporation (KLAC)
  • Brokerage Firm: Jefferies
  • Ratings Change: Buy
  • Price Target: $740->$820
• Lam Research (LRCX)
  • Brokerage Firm: Jefferies
  • Ratings Change: Buy
  • Price Target: $980->$1100
• Mastercard (MA)
  • Brokerage Firm: Piper Sandler
  • Ratings Change: Overweight
  • Price Target: $531
• Microchip (MCHP)
  • Brokerage Firm: Jefferies
  • Ratings Change: Buy
  • Price Target: $100->$115
• Marvell (MRVL)
  • Brokerage Firm: Jefferies
  • Ratings Change: Buy
  • Price Target: $98->$85
• NVIDIA (NVDA)
  • Brokerage Firm: Jefferies
  • Ratings Change: Buy
  • Price Target: $780->$1200
• NXP Semi (NXPI)
  • Brokerage Firm: Jefferies
  • Ratings Change: Buy
  • Price Target: $255->$325
• ON Semiconductor (ON)
  • Brokerage Firm: Jefferies
  • Ratings Change: Buy
  • Price Target: $95->$100
• Onto Innovation (ONTO)
  • Brokerage Firm: Jefferies
  • Ratings Change: Buy
  • Price Target: $190->$265
• Corbus Pharma (CRBP)
  • Brokerage Firm: RBC Capital Mkts
  • Ratings Change: Outperform
  • Price Target: $77
• Biodesix (BDSX)
  • Brokerage Firm: TD Cowen
  • Ratings Change: Buy
  • Price Target: $2.8
• Centuri Holdings (CTRI)
  • Brokerage Firm: Various (Wells Fargo, BofA Securities, JP Morgan, Robert W. Baird, UBS, KeyBanc Capital Markets)
  • Ratings Change: Various
  • Price Target: Various
• Ibotta (IBTA)
  • Brokerage Firm: Various (Wells Fargo, Evercore ISI, BofA Securities, Goldman, Citigroup, UBS, JMP Securities)
  • Ratings Change: Various
  • Price Target: Various
• Allegro Microsystems (ALGM)
  • Brokerage Firm: Jefferies
  • Ratings Change: Buy
  • Price Target: $37
• Camtek (CAMT)
  • Brokerage Firm: Jefferies
  • Ratings Change: Buy
  • Price Target: $100->$120
• Chemomab Therapeutics (CMMB)
  • Brokerage Firm: Maxim Group
  • Ratings Change: Buy
  • Price Target: $4
• Nova Measuring (NVMI)
  • Brokerage Firm: Jefferies
  • Ratings Change: Buy
  • Price Target: $200->$240