This report was sent to Briefing.com subscribers earlier today.
Upgrades:
> BJ Restaurants (BJRI) upgraded to Outperform from Neutral at Wedbush; tgt $36
> Brown & Brown (BRO) upgraded to Buy from Neutral at Citigroup; tgt raised to $69
> Chubb (CB) upgraded to Buy from Neutral at Citigroup; tgt $229
> Comcast (CMCSA) upgraded to Overweight from Neutral at Atlantic Equities; tgt raised to $44
> Emerson (EMR) upgraded to Outperform from Peer Perform at Wolfe Research; tgt $103
> LegalZoom.com (LZ) upgraded to Mkt Outperform from Mkt Perform at JMP Securities; tgt $14
> Nabors Industries (NBR) upgraded to Equal-Weight from Underweight at Morgan Stanley; tgt lowered to $165
> NVIDIA (NVDA) upgraded to Buy from Reduce at HSBC Securities; tgt raised to $355
> Orange (ORAN) upgraded to Overweight from Equal Weight at Barclays
> PowerSchool (PWSC) upgraded to Buy from Neutral at Goldman; tgt raised to $24
> Sunrun (RUN) upgraded to Overweight from Sector Weight at KeyBanc Capital Markets; tgt $27
> Toronto-Dominion Bank (TD) upgraded to Sector Outperform from Neutral at CIBC
> Tyler Tech (TYL) upgraded to Buy from Neutral at Goldman; tgt raised to $424
Downgrades:
> Ares Capital (ARCC) downgraded to Equal Weight from Overweight at Wells Fargo; tgt lowered to $18
> BlackRock Capital (BKCC) downgraded to Equal Weight from Overweight at Wells Fargo; tgt lowered to $3
> First Solar (FSLR) downgraded to Sector Weight from Overweight at KeyBanc Capital Markets
> Global Payments (GPN) downgraded to Neutral from Overweight at JP Morgan; tgt $124
> Golub Capital (GBDC) downgraded to Equal Weight from Overweight at Wells Fargo; tgt $12.25
> Helmerich & Payne (HP) downgraded to Underweight from Equal-Weight at Morgan Stanley; tgt > lowered to $45
> HSBC Holdings (HSBC) downgraded to Neutral from Overweight at JP Morgan
> Liberty Energy (LBRT) downgraded to Equal-Weight from Overweight at Morgan Stanley; tgt lowered to $17
> MP Materials (MP) downgraded to Market Perform from Outperform at Northland Capital; tgt $32
> New Mountain Finance (NMFC) downgraded to Equal Weight from Overweight at Wells Fargo; tgt lowered to $11
> Plug Power (PLUG) downgraded to Sector Weight from Overweight at KeyBanc Capital Markets
> Runway Growth Finance (RWAY) downgraded to Equal Weight from Overweight at Wells Fargo; tgt lowered to $12
> Valero Energy (VLO) downgraded to Equal Weight from Overweight at Wells Fargo; tgt lowered to $135
Others:
> Capital One (COF) placed on Downside 30-day Catalyst Watch at Citigroup
> Clean Harbors (CLH) initiated with a Buy at Truist; tgt $165
> Compass (COMP) initiated with a Buy at Gordon Haskett
> Datadog (DDOG) initiated with a Neutral at Piper Sandler; tgt $72
> Discover Financial Services (DFS) placed on Upside 30-day Catalyst Watch at Citigroup
> Grupo Aeroportuario (OMAB) resumed with a Sell at Citigroup; tgt $76
> Heritage-Crystal Clean (HCCI) initiated with a Buy at Truist; tgt $42
> Krystal Biotech (KRYS) initiated with a Buy at Stifel; tgt $102
> LXP Industrial Trust (LXP) initiated with a Mkt Outperform at JMP Securities
> Obsidian Energy (OBE) resumed with an Outperform at RBC Capital Mkts
> Opendoor Technologies (OPEN) initiated with a Hold at Gordon Haskett
> Planet Labs (PL) initiated with a Buy at Citigroup; tgt $6
> Prime Medicine (PRME) initiated with a Buy at Stifel; tgt $18
> Redfin (RDFN) initiated with a Hold at Gordon Haskett
> Republic Services (RSG) initiated with a Hold at Truist; tgt $146
> Rocket Lab USA (RKLB) initiated with a Neutral at Citigroup; tgt $4.55
> Stericycle (SRCL) initiated with a Hold at Truist; tgt $45
> Vaxcyte (PCVX) initiated with an Outperform at TD Cowen
> Waste Connections (WCN) initiated with a Buy at Truist; tgt $160
> Waste Mgmt (WM) initiated with a Buy at Truist; tgt $190
> Zillow C (Z) initiated with a Hold at Gordon Haskett