US BROKER MOVES: CRWD upgraded at Piper Sandler; OWL downgraded at Barclays

• Aehr Test Systems (AEHR) upgraded from Neutral to Outperform at William Blair
• AppLovin (APP) upgraded from Sell to Neutral at Arete; PT USD 340
• CrowdStrike (CRWD) upgraded from Neutral to Overweight at Piper Sandler; PT USD 520
• Dorman Products (DORM) upgraded from Hold to Buy at Jefferies; PT USD 140
• Dutch Bros (BROS) upgraded from Neutral to Buy at Goldman; PT USD 75
• First American (FAF) upgraded from Equal-Weight to Overweight at Stephens; PT USD 81
• Flywire (FLYW) upgraded from Equalweight to Overweight at Morgan Stanley; PT USD 17
• Frontdoor (FTDR) upgraded from Sell to Neutral at Goldman; PT USD 67
• Hyster-Yale (HY) upgraded from Market Perform to Outperform at Northland; PT USD 50
• JetBlue (JBLU) upgraded from Underweight to Equal-Weight at Barclays
• Netflix (NFLX) upgraded from Neutral to Overweight at JPMorgan; PT USD 120
• South Plains (SPFI) upgraded from Neutral to Overweight at Piper Sandler; PT USD 48
• StepStone (STEP) upgraded from Equal-Weight to Overweight at Barclays; PT USD 55
• Twilio (TWLO) upgraded from Hold to Buy at TD Cowen; PT USD 160
• Zions (ZION) upgraded from Equal-Weight to Overweight at Morgan Stanley; PT USD 75

• Aardvark Therapeutics (AARD) downgraded from Buy to Neutral at H.C. Wainwright
• Aardvark Therapeutics (AARD) downgraded from Overweight to Equal-Weight at Morgan Stanley
• Aardvark Therapeutics (AARD) downgraded from Outperform to Sector Perform at RBC; PT USD 6
• Aardvark Therapeutics (AARD) downgraded from Buy to Hold at Stifel; PT USD 6
• Arcellx (ACLX) downgraded from Buy to Hold at TD Cowen
• AZZ (AZZ) downgraded from Overweight to Equal-Weight at Wells Fargo; PT USD 132
• Blue Owl Capital (OWL) downgraded from Overweight to Equal-Weight at Barclays; PT USD 11
• Fiverr (FVRR) downgraded from Buy to Neutral at BTIG
• Frontier Airlines (ULCC) downgraded from Equal-Weight to Underweight at Barclays
• GitLab (GTLB) downgraded from Buy to Hold at TD Cowen; PT USD 29
• Novo (NVO) downgraded from Buy to Neutral at Goldman; PT USD 41
• Playtika (PLTK) downgraded from Buy to Neutral at Wedbush; PT USD 3
• SITE Centers (SITC) downgraded from Overweight to Neutral at Piper Sandler; PT USD 6.50

• Bob's Discount Furniture (BOBS) initiated at Outperform at Raymond James
• Bob's Discount Furniture (BOBS) initiated at Buy at Loop Capital; PT USD 28
• Bob's Discount Furniture (BOBS) initiated at Neutral at Baird; PT USD 22
• Bob's Discount Furniture (BOBS) initiated at Overweight at Morgan Stanley
• Bob's Discount Furniture (BOBS) initiated at Outperform at RBC; PT USD 26
• Bob's Discount Furniture (BOBS) initiated at Overweight at JPMorgan
• Bob's Discount Furniture (BOBS) initiated at Neutral at Goldman; PT USD 25
• Bob's Discount Furniture (BOBS) initiated at Overweight at KeyBanc; PT USD 28
• Bob's Discount Furniture (BOBS) initiated at Buy at UBS; PT USD 27
• Didi Global (DIDIY) ADRs initiated at Buy at UOB Kay Hian; PT USD 6.60
• Dynatrace (DT) initiated at Neutral at Macquarie; PT USD 36
• Eikon Therapeutics (EIKN) initiated at Overweight at Cantor
• Eikon Therapeutics (EIKN) initiated at Outperform at Mizuho Securities
• Eikon Therapeutics (EIKN) initiated at Overweight at Morgan Stanley
• Eikon Therapeutics (EIKN) initiated at Overweight at JPMorgan; PT USD 29
• Forgent Power Solutions (FPS) initiated at Outperform at Oppenheimer
• Forgent Power Solutions (FPS) initiated at Buy at TD Cowen; PT USD 45
• Forgent Power Solutions (FPS) initiated at Equal-Weight at Morgan Stanley
• Forgent Power Solutions (FPS) initiated at Overweight at Barclays; PT USD 44
• Forgent Power Solutions (FPS) initiated at Overweight at JPMorgan; PT USD 40
• Forgent Power Solutions (FPS) initiated at Overweight at KeyBanc; PT USD 41
• Forgent Power Solutions (FPS) initiated at Buy at Jefferies; PT USD 44
• Forgent Power Solutions (FPS) initiated at Buy at Goldman; PT USD 48
• NextTrip (NTRP) initiated at Buy at Ascendiant Capital; PT USD 7
• Regentis Biomaterials (RGNT) initiated at Buy at ThinkEquity; PT USD 10
• Relmada Therapeutics (RLMD) initiated at Buy at Lucid Capital Markets
• VeraDermics (MANE) initiated at Outperform at Leerink; PT USD 75
• VeraDermics (MANE) initiated at Buy at Citi; PT USD 85
• VeraDermics (MANE) initiated at Buy at Jefferies; PT USD 75
• VeraDermics (MANE) initiated at Overweight at Cantor
• Versant Media (VSNT) initiated at Hold at TD Cowen; PT USD 32

The upgrades for CrowdStrike (CRWD) and several others indicate a bullish sentiment from Piper Sandler, which may prompt a positive reassessment of these stocks by the market. Conversely, Blue Owl Capital's downgrade at Barclays suggests a potential headwind, revealing a more cautious outlook that may weigh on investor sentiment. Overall, these ratings reflect shifting analyst perspectives that can influence sector positioning and market dynamics.