BROKER MOVES: BAC, JPM, GS downgraded at HSBC; CRWV downgraded at multiple brokers

UPGRADES

• Bank OZK (OZK) Upgraded to Outperform at Raymond James; PT USD 58


• Cadence Bank (CADE) Upgraded to Overweight at Piper Sandler; PT USD 42


• Capital One (COF) Upgraded to Buy at TD Cowen


• Cullen/Frost (CFR) Upgraded to Outperform at Raymond James; PT USD 150


• First Interstate Banc (FIBK) Upgraded to Equal-Weight at Barclays; PT USD 32


• General Dynamics (GD) Upgraded to Buy at Deutsche Bank


• KeyCorp (KEY) Upgraded to Buy at UBS; PT USD 22


• National Vision (EYE) Upgraded to Overweight at Barclays; PT USD 30


• Parsons (PSN) Upgraded to Strong Buy at Raymond James; PT USD 90


• PNC Financial (PNC) Upgraded to Outperform at Raymond James; PT USD 220


• SolarEdge (SEDG) Upgraded to Sector Weight at KeyBanc


• Southwest Gas (SWX) Upgraded to Buy at Jefferies; PT USD 82


• Stanley Black & Decker (SWK) Upgraded to Peerperform at Wolfe


• Sunrun (RUN) Upgraded to Sector Weight at KeyBanc


• Truist Financial (TFC) Upgraded to Outperform at Raymond James; PT USD 50


• UWM Holdings (UWMC) Upgraded to Overweight at Barclays; PT USD 6


• Vertiv Holdings (VRT) Upgraded to Buy at Melius; PT USD 165

DOWNGRADES

• Bank of America (BAC) Downgraded to Hold at HSBC; PT USD 51


• BrightSpire Capital Inc (BRSP) Downgraded to Underweight at Barclays; PT USD 5


• BWX Technologies (BWXT) Downgraded to Hold at Deutsche Bank


• CACI (CACI) Downgraded to Market Perform at Raymond James


• Ciena (CIEN) Downgraded to Underweight at Morgan Stanley; PT USD 70


• Coinbase (COIN) Downgraded to Sell at Punto Casa de Bolsa; PT USD 269.83


• Comerica (CMA) Downgraded to Market Perform at Raymond James


• Core Scientific (CORZ) Downgraded to Neutral at HC Wainwright


• Core Scientific (CORZ) Downgraded to Neutral at BTIG


• Core Scientific (CORZ) Downgraded to Hold at Craig-Hallum


• CoreWeave (CRWV) Downgraded to Neutral at Mizuho Securities; PT USD 150


• CoreWeave (CRWV) Downgraded to Hold at Stifel; PT USD 115


• Datadog (DDOG) Downgraded to Sell at Guggenheim; PT USD 105


• Enphase Energy (ENPH) Downgraded to Hold at TD Cowen; PT USD 45


• Exelixis (EXEL) Downgraded to Sector Perform at RBC


• First Financial Corp (THFF) Downgraded to Market Perform at Raymond James


• First Hawaiian (FHB) Downgraded to Underweight at Barclays; PT USD 25


• Goldman Sachs (GS) Downgraded to Reduce at HSBC; PT USD 627


• Jasper Therapeutics (JSPR) Downgraded to Sector Perform at RBC; PT USD 5


• Jasper Therapeutics (JSPR) Downgraded to Market Perform at BMO; PT USD 4


• Jasper Therapeutics (JSPR) Downgraded to Neutral at Cantor


• JPMorgan (JPM) Downgraded to Reduce at HSBC; PT USD 259


• KLA Corp (KLAC) Downgraded to Equal-Weight at Wells Fargo; PT USD 920


• Newmont Corp (NEM) Downgraded to Neutral at Goldman


• Northrop Grumman (NOC) Downgraded to Hold at Deutsche Bank


• Sage Therapeutics (SAGE) Downgraded to Sector Perform at Scotiabank; PT USD 9.20


• Shake Shack (SHAK) Downgraded to Hold at Loop Capital; PT USD 127


• TPI Composites (TPIC) Downgraded to Hold at TD Cowen


• United Community Banks (UCB) Downgraded to Market Perform at Raymond James


• WNS Holdings (WNS) Downgraded to Market Perform at William Blair


• WNS Holdings (WNS) Downgraded to Neutral at Baird; PT USD 76.50


• WNS Holdings (WNS) Downgraded to Hold at Jefferies; PT USD 76.50

INITIATIONS

• Adtran Holdings (ADTN) Initiated at New Peerperform at Wolfe


• AeroVironment (AVAV) Initiated at New Overweight at Cantor; PT USD 335


• Airo Group (AIRO) Initiated at New Buy at BTIG; PT USD 26


• Airo Group (AIRO) Initiated at New Overweight at Cantor; PT USD 35


• Airo Group (AIRO) Initiated at New Outperform at Mizuho Securities; PT USD 31


• Amdocs (DOX) Initiated at New Outperform at Wolfe; PT USD 105


• Applied Opto (AAOI) Initiated at New Peerperform at Wolfe


• AppLovin (APP) Initiated at New Sector Outperform at Scotiabank


• Arista Networks (ANET) Initiated at New Outperform at Wolfe; PT USD 125


• Axon (AXON) Initiated at New Outperform at Wolfe; PT USD 875


• Bilibili (BILI) ADRs Initiated at New Outperform at Bernstein; PT USD 28


• Bluerock Homes Trust (BHM) Initiated at New Buy at Colliers; PT USD 15


• Calix (CALX) Initiated at New Peerperform at Wolfe


• Chime Financial (CHYM) Initiated at New Outperform at KBW; PT USD 42


• Ciena (CIEN) Initiated at New Outperform at Wolfe; PT USD 105


• Circle Internet (CRCL) Initiated at New Underperform at Mizuho Securities


• Cisco (CSCO) Initiated at New Peerperform at Wolfe


• Coherent Corp (COHR) Initiated at New Outperform at Wolfe; PT USD 110


• CommScope (COMM) Initiated at New Peerperform at Wolfe


• Corning (GLW) Initiated at New Outperform at Wolfe; PT USD 60


• CSG Systems (CSGS) Initiated at New Peerperform at Wolfe


• Enova International (ENVA) Initiated at New Buy at William O'Neil


• F5 Inc. (FFIV) Initiated at New Outperform at Wolfe; PT USD 340


• Fabrinet (FN) Initiated at New Peerperform at Wolfe


• Harmonic (HLIT) Initiated at New Underperform at Wolfe; PT USD 7


• HP Enterprise (HPE) Reinstated Peerperform at Wolfe


• Kratos (KTOS) Initiated at New Overweight at Cantor; PT USD 60


• Lumentum (LITE) Initiated at New Outperform at Wolfe; PT USD 120


• Maze Therapeutics (MAZE) Initiated at New Outperform at Wedbush; PT USD 17


• Monolithic Power (MPWR) Reinstated Buy at William O'Neil


• Motorola Solutions (MSI) Initiated at New Peerperform at Wolfe


• Novocure (NVCR) Initiated at New Buy at Ladenburg Thalmann; PT USD 30


• Radware (RDWR) Initiated at New Outperform at Wolfe; PT USD 35


• Semler Scientific (SMLR) Initiated at New Buy at Benchmark; PT USD 101


• TJX (TJX) Initiated at New Outperform at Daiwa; PT USD 133


• Vital Farms (VITL) Initiated at New Outperform at Mizuho Securities; PT USD 45

08 Jul 2025 - 12:15- - Source: Newswires