BROKER MOVES: GPN upgraded at TD Cowen; CRWD downgraded at Morgan Stanley

UPGRADES

• Ally Financial (ALLY) Upgraded to Neutral at BTIG


• American Axle (AXL) Upgraded to Buy at UBS; PT USD 7


• Bread Financial Holdings (BFH) Upgraded to Buy at BTIG; PT USD 105


• Global Payments (GPN) Upgraded to Buy at TD Cowen; PT USD 84


• Hyatt (H) Upgraded to Buy at Deutsche Bank


• Mastercard (MA) Upgraded to Buy at Seaport Global Securities; PT USD 616


• MVB Financial (MVBF) Upgraded to Outperform at Hovde Group; PT USD 28


• nCino (NCNO) Upgraded to Outperform at Baird; PT USD 38


• Nvidia (NVDA) Upgraded to Buy at Phillip Secs; PT USD 145


• Omega Healthcare (OHI) Upgraded to Overweight at Wells Fargo; PT USD 41


• Paymentus (PAY) Upgraded to Outperform at Raymond James; PT USD 37


• PayPal (PYPL) Upgraded to Neutral at Seaport Global Securities


• SolarEdge (SEDG) Upgraded to Equal-Weight at Barclays; PT USD 29


• Stitch Fix (SFIX) Upgraded to Outperform at William Blair


• Synchrony Financial (SYF) Upgraded to Buy at BTIG; PT USD 100


• Visteon (VC) Upgraded to Buy at UBS; PT USD 142


• WK Kellogg (KLG) Upgraded to Hold at TD Cowen; PT USD 23

DOWNGRADES

• Affirm Holdings (AFRM) Downgraded to Neutral at BTIG


• Ametek (AME) Downgraded to Hold at Melius; PT USD 192


• Best Buy (BBY) Downgraded to Neutral at Piper Sandler; PT USD 75


• Borr Drilling (BORR) Downgraded to Neutral at BTIG; PT USD 4


• Church & Dwight (CHD) Downgraded to Sell at Rothschild & Co Redburn; PT USD 83


• Cloudflare (NET) Downgraded to Neutral at President Capital Management


• Core Scientific (CORZ) Downgraded to Market Perform at Citizens


• CrowdStrike (CRWD) Downgraded to Equal-Weight at Morgan Stanley; PT USD 495


• Evercore (EVR) Downgraded to Market Perform at Citizens


• Fluence Energy (FLNC) Downgraded to Neutral at Mizuho Securities; PT USD 10


• Goldman Sachs (GS) Downgraded to Market Perform at Citizens


• Henry Schein (HSIC) Downgraded to Neutral at Baird; PT USD 72


• Ingersoll Rand (IR) Downgraded to Hold at Melius; PT USD 93


• Intapp (INTA) Downgraded to Underweight at Barclays


• KKR & Co. (KKR) Downgraded to Market Perform at Citizens


• MiNK (INKT) Downgraded to Market Perform at William Blair


• NEXTracker (NXT) Downgraded to Neutral at Mizuho Securities; PT USD 65


• Oscar Health (OSCR) Downgraded to Neutral at Piper Sandler; PT USD 14


• P&G (PG) Downgraded to Inline at Evercore ISI; PT USD 170


• PROG Holdings (PRG) Downgraded to Sell at BTIG; PT USD 24


• Rivian (RIVN) Downgraded to Neutral at Guggenheim


• Shoals Technologies (SHLS) Downgraded to Neutral at Mizuho Securities; PT USD 7


• SoFi Technologies (SOFI) Downgraded to Market Perform at Citizens


• Soundhound (SOUN) Downgraded to Neutral at Piper Sandler; PT USD 12


• TechnipFMC (FTI) Downgraded to Neutral at BTIG


• Tidewater (TDW) Downgraded to Neutral at BTIG


• Verona Pharma (VRNA) ADRs Downgraded to Neutral at HC Wainwright; PT USD 107


• Vestis (VSTS) Downgraded to Underweight at JPMorgan; PT USD 6

INITIATIONS

• A10 Networks (ATEN) Initiated at New Neutral at Mizuho Securities; PT USD 20


• Analog Devices (ADI) Initiated at New Buy at Aletheia Capital; PT USD 270


• Blue Owl Technology Fina (OTF) Initiated at New Market Perform at KBW; PT USD 16


• Bridgebio (BBIO) Reinstated Buy at Jefferies; PT USD 70


• Caris Life Sciences (CAI) Initiated at New Outperform at Wolfe; PT USD 32


• Caris Life Sciences (CAI) Initiated at New Buy at Nephron Research; PT USD 33


• Caris Life Sciences (CAI) Initiated at New Buy at TD Cowen; PT USD 32


• Caris Life Sciences (CAI) Initiated at New Buy at Citi; PT USD 34


• Caris Life Sciences (CAI) Initiated at New Overweight at JPMorgan; PT USD 31


• Caris Life Sciences (CAI) Initiated at New Buy at BTIG; PT USD 38


• Caris Life Sciences (CAI) Initiated at New Buy at Guggenheim; PT USD 32


• Cava Group (CAVA) Initiated at New Hold at Melius; PT USD 95


• Chipotle (CMG) Initiated at New Hold at Melius; PT USD 60


• Cisco (CSCO) Initiated at New Outperform at CICC; PT USD 78


• Cleveland-Cliffs (CLF) Resumed Neutral at JPMorgan; PT USD 7.50


• Crescent Biopharma (CBIO) Initiated at New Outperform at Wedbush; PT USD 27


• Darden (DRI) Initiated at New Hold at Melius; PT USD 240


• Domino's Pizza (DPZ) Initiated at New Hold at Melius; PT USD 500


• Dutch Bros (BROS) Initiated at New Buy at Melius; PT USD 95


• Gen Digital (GEN) Initiated at New Buy at B Riley; PT USD 46


• Gossamer Bio (GOSS) Initiated at New Sector Outperform at Scotiabank; PT USD 11


• Hillman Solutions (HLMN) Resumed Buy at Stifel; PT USD 9.50


• Hinge Health (HNGE) Initiated at New Market Outperform at Citizens; PT USD 58


• Innoviva (INVA) Initiated at New Buy at HC Wainwright; PT USD 40


• Manhattan Associates (MANH) Initiated at New Underweight at Morgan Stanley


• Marex Group (MRX) Initiated at New Buy at TD Cowen; PT USD 54


• McDonald's (MCD) Initiated at New Sell at Melius; PT USD 250


• Nebius Group (NBIS) Initiated at New Buy at Goldman; PT USD 68


• Oklo (OKLO) Initiated at New Hold at Daiwa; PT USD 58


• One Group Hospitality (STKS) Initiated at New Neutral at Piper Sandler; PT USD 6


• Putnam New York Tax Exempt Income Fund (PEIBX) ProMIS Neurosciences Initiated at New Buy at HC Wainwright; PT USD 4


• Ralliant (RAL) Initiated at New Neutral at Seaport Global Securities


• Serina Therapeutics (SER) Initiated at New Buy at HC Wainwright; PT USD 15


• Slide Insurance (SLDE) Initiated at New Market Outperform at Citizens; PT USD 25


• Slide Insurance (SLDE) Initiated at New Equal-Weight at Morgan Stanley; PT USD 19


• Slide Insurance (SLDE) Initiated at New Market Perform at KBW; PT USD 20


• Slide Insurance (SLDE) Initiated at New Overweight at Piper Sandler; PT USD 25


• SPS Commerce (SPSC) Initiated at New Overweight at Morgan Stanley; PT USD 180


• Starbucks (SBUX) Initiated at New Sell at Melius; PT USD 80


• Super Group (SGHC) Initiated at New Market Outperform at Citizens; PT USD 15


• Texas Instruments (TXN) Initiated at New Sell at Aletheia Capital; PT USD 150


• Texas Roadhouse (TXRH) Initiated at New Buy at Melius; PT USD 235


• Tvardi Therapeutics (TVRD) Initiated at New Outperform at Raymond James


• Wingstop (WING) Initiated at New Hold at Melius; PT USD 350


• Yum (YUM) Initiated at New Buy at Melius; PT USD 200

14 Jul 2025 - 12:06- - Source: Newswires