UPGRADES
BankUnited (BKU)
Brokerage Firm: Compass Point | Action: Upgrade | Ratings Change: Neutral » Buy | Price Tgt: $22
Cassava Sciences (SAVA)
Brokerage Firm: H.C. Wainwright | Action: Upgrade | Ratings Change: Neutral » Buy | Price Tgt: $20
CME Group (CME)
Brokerage Firm: Atlantic Equities | Action: Upgrade | Ratings Change: Neutral » Overweight | Price Tgt: $195
CSX (CSX)
Brokerage Firm: Atlantic Equities | Action: Upgrade | Ratings Change: Neutral » Overweight | Price Tgt: $92
Greif (GEF)
Brokerage Firm: BMO Capital Markets | Action: Upgrade | Ratings Change: Underperform » Market Perform | Price Tgt: $32 » $38
Hasbro (HAS)
Brokerage Firm: BMO Capital Markets | Action: Upgrade | Ratings Change: Market Perform » Outperform | Price Tgt: $69 » $90
Leidos (LDOS)
Brokerage Firm: Barclays | Action: Upgrade | Ratings Change: Equal Weight » Overweight | Price Tgt: $109 » $110
NIKE (NKE)
Brokerage Firm: Deutsche Bank | Action: Upgrade | Ratings Change: Hold » Buy | Price Tgt: $107 » $151
NiSource (NI)
Brokerage Firm: Jefferies | Action: Upgrade | Ratings Change: Hold » Buy | Price Tgt: $25
Terreno Realty (TRNO)
Brokerage Firm: Robert W. Baird | Action: Upgrade | Ratings Change: Neutral » Outperform | Price Tgt: $57 » $60
Twitter (TWTR)
Brokerage Firm: Pivotal Research Group | Action: Upgrade | Ratings Change: Hold » Buy | Price Tgt: $36 » $59.75
Waste Connections (WCN)
Brokerage Firm: JP Morgan | Action: Upgrade | Ratings Change: Neutral » Overweight | Price Tgt: $103 » $108
Winnebago (WGO)
Brokerage Firm: Wolfe Research | Action: Upgrade | Ratings Change: Peer Perform » Outperform | Price Tgt: $59
ZoomInfo (ZI)
Brokerage Firm: Wells Fargo | Action: Upgrade | Ratings Change: Equal Weight » Overweight | Price Tgt: $46
DOWNGRADES
American Express (AXP)
Brokerage Firm: BofA Securities | Action: Downgrade | Ratings Change: Neutral » Underperform | Price Tgt: —
Autoliv (ALV)
Brokerage Firm: Exane BNP Paribas | Action: Downgrade | Ratings Change: Outperform » Neutral | Price Tgt: $77
Discovery (DISCA)
Brokerage Firm: JP Morgan | Action: Downgrade | Ratings Change: Overweight » Neutral | Price Tgt: $25
Genmab (GMAB)
Brokerage Firm: Bryan Garnier | Action: Downgrade | Ratings Change: Neutral » Sell | Price Tgt: —
KB Home (KBH)
Brokerage Firm: KeyBanc Capital Markets | Action: Downgrade | Ratings Change: Overweight » Sector Weight | Price Tgt: —
Republic Services (RSG)
Brokerage Firm: JP Morgan | Action: Downgrade | Ratings Change: Overweight » Neutral | Price Tgt: $99
STAG Industrial (STAG)
Brokerage Firm: Robert W. Baird | Action: Downgrade | Ratings Change: Outperform » Neutral | Price Tgt: $35
Stock Yards Bancorp (SYBT)
Brokerage Firm: Raymond James | Action: Downgrade | Ratings Change: Outperform » Mkt Perform | Price Tgt: —
Vaccinex (VCNX)
Brokerage Firm: BTIG Research | Action: Downgrade | Ratings Change: Buy » Neutral | Price Tgt: —
Waste Mgmt (WM)
Brokerage Firm: JP Morgan | Action: Downgrade | Ratings Change: Neutral » Underweight | Price Tgt: $99
COVERAGE INITIATED
AGCO Corp (AGCO)
Brokerage Firm: Bernstein | Action: Initiated | Ratings Change: Outperform | Price Tgt: $98
Carrol’s Restaurant Group (TAST)
Brokerage Firm: Wolfe Research | Action: Initiated | Ratings Change: Outperform | Price Tgt: $8
Cornerstone OnDemand (CSOD)
Brokerage Firm: BMO Capital Markets | Action: Initiated | Ratings Change: Market Perform | Price Tgt: $39
EastGroup (EGP)
Brokerage Firm: Robert W. Baird | Action: Initiated | Ratings Change: Neutral | Price Tgt: $140
Jacobs Engineering (J)
Brokerage Firm: Bernstein | Action: Initiated | Ratings Change: Outperform | Price Tgt: $144
MarineMax (HZO)
Brokerage Firm: Wolfe Research | Action: Initiated | Ratings Change: Outperform | Price Tgt: $29
MediWound (MDWD)
Brokerage Firm: BTIG Research | Action: Initiated | Ratings Change: Buy | Price Tgt: $6
Neoleukin Therapeutics (NLTX)
Brokerage Firm: Robert W. Baird | Action: Initiated | Ratings Change: Outperform | Price Tgt: $25
Oshkosh (OSK)
Brokerage Firm: Bernstein | Action: Initiated | Ratings Change: Mkt Perform | Price Tgt: $83
PACCAR (PCAR)
Brokerage Firm: Bernstein | Action: Initiated | Ratings Change: Mkt Perform | Price Tgt: $94
Performance Food Group (PFGC)
Brokerage Firm: Wolfe Research | Action: Initiated | Ratings Change: Outperform | Price Tgt: $43
Plymouth Industrial REIT (PLYM)
Brokerage Firm: Robert W. Baird | Action: Initiated | Ratings Change: Outperform | Price Tgt: $16
Professional Holding Corp (PFHD)
Brokerage Firm: Piper Sandler | Action: Initiated | Ratings Change: Overweight | Price Tgt: $16
Quanta Services (PWR)
Brokerage Firm: Bernstein | Action: Initiated | Ratings Change: Outperform | Price Tgt: $62
Rexford Industrial Realty (REXR)
Brokerage Firm: Robert W. Baird | Action: Initiated | Ratings Change: Outperform | Price Tgt: $50
Trimble (TRMB)
Brokerage Firm: Bernstein | Action: Initiated | Ratings Change: Outperform | Price Tgt: $61
United Rentals (URI)
Brokerage Firm: Bernstein | Action: Initiated | Ratings Change: Mkt Perform | Price Tgt: $188
US Foods (USFD)
Brokerage Firm: Wolfe Research | Action: Initiated | Ratings Change: Outperform | Price Tgt: $28
COVERAGE RESUMED
Accenture (ACN)
Brokerage Firm: UBS | Action: Resumed | Ratings Change: Neutral | Price Tgt: —
Arista Networks (ANET)
Brokerage Firm: UBS | Action: Resumed | Ratings Change: Buy | Price Tgt: $260
Aspen Tech (AZPN)
Brokerage Firm: BofA Securities | Action: Resumed | Ratings Change: Neutral | Price Tgt: —
Caterpillar (CAT)
Brokerage Firm: Bernstein | Action: Resumed | Ratings Change: Mkt Perform | Price Tgt: $156
Cisco (CSCO)
Brokerage Firm: UBS | Action: Resumed | Ratings Change: Neutral | Price Tgt: $41
Cummins (CMI)
Brokerage Firm: Bernstein | Action: Resumed | Ratings Change: Outperform | Price Tgt: $255
Deere (DE)
Brokerage Firm: Bernstein | Action: Resumed | Ratings Change: Mkt Perform | Price Tgt: $244
Dell (DELL)
Brokerage Firm: UBS | Action: Resumed | Ratings Change: Buy | Price Tgt: $48 » $80
Hewlett Packard Enterprise (HPE)
Brokerage Firm: UBS | Action: Resumed | Ratings Change: Neutral | Price Tgt: —
HP (HPQ)
Brokerage Firm: UBS | Action: Resumed | Ratings Change: Buy | Price Tgt: $18 » $25
IBM (IBM)
Brokerage Firm: UBS | Action: Resumed | Ratings Change: Neutral | Price Tgt: —
Juniper Networks (JNPR)
Brokerage Firm: UBS | Action: Resumed | Ratings Change: Neutral | Price Tgt: $24
PDC Energy (PDCE)
Brokerage Firm: JP Morgan | Action: Resumed | Ratings Change: Overweight | Price Tgt: $23
REITERATED/PRICE TARGET CHANGED
NIKE (NKE)
Brokerage Firm: Pivotal Research Group | Action: Reiterated | Ratings Change: Buy | Price Tgt: $137 » $140
NIKE (NKE)
Brokerage Firm: Needham | Action: Reiterated | Ratings Change: Buy | Price Tgt: $132 » $149
NIKE (NKE)
Brokerage Firm: Telsey Advisory Group | Action: Reiterated | Ratings Change: Outperform | Price Tgt: $135 » $155