US BROKER MOVES: CRWV upgraded at Deutsche Bank; AA downgraded at Morgan Stanley

The upgrades and downgrades from notable banks indicate shifts in market sentiment for various stocks, with CRWV upgraded by Deutsche Bank potentially signaling confidence in its future performance.

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India's Foreign Secretary says India's relationship with Russia and the EU stand separately and on their own

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US BROKER MOVES: CRWV upgraded at Deutsche Bank; AA downgraded at Morgan Stanley

Ukraine's Naftogaz says Russia attacked its facility in western Ukraine

American Airlines (AAL) Q4 2025 (USD): EPS 0.15 (exp. 0.37), Revenue 14bln (exp. 14.03bln); FY adj. EPS view 1.70-2.70 (exp. 1.97)

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UPGRADES

  • Affirm Holdings (AFRM) Upgraded to Buy at Needham; PT USD 100
  • Bank of Hawaii (BOH) Upgraded to Outperform at KBW; PT USD 91
  • CoreWeave (CRWV) Upgraded to Buy at Deutsche Bank; PT USD 140
  • CoStar (CSGP) Upgraded to Buy at BTIG; PT USD 80
  • FirstEnergy (FE) Upgraded to Outperform at Wolfe; PT USD 50
  • Magnolia Oil & Gas (MGY) Upgraded to Equal-Weight at Wells Fargo; PT USD 22
  • Okeanis Eco Tankers (ECO) Upgraded to Buy at Clarksons; PT USD 46.05
  • Target (TGT) Upgraded to Peerperform at Wolfe
  • TE Connectivity (TEL) Upgraded to Outperform at Oppenheimer; PT USD 270
  • Teleflex (TFX) Upgraded to Buy at Needham; PT USD 138
  • WW Grainger (GWW) Upgraded to Outperform at Oppenheimer; PT USD 1,250

DOWNGRADES

  • Alcoa (AA) Downgraded to Equal-Weight at Morgan Stanley
  • Ametek (AME) Downgraded to Market Perform at Oppenheimer
  • Bitdeer Technologies Group (BTDR) Downgraded to Market Perform at KBW; PT USD 14
  • Clearwater Analytics (CWAN) Downgraded to Equal-Weight at Morgan Stanley
  • Compass (COMP) Downgraded to Neutral at Goldman; PT USD 14
  • Emerson Electric (EMR) Downgraded to Market Perform at Oppenheimer
  • Ichor (ICHR) Downgraded to Market Perform at Oppenheimer; PT USD 32
  • Inspire Medical (INSP) Downgraded to Sector Perform at RBC; PT USD 90
  • Matador Resources (MTDR) Downgraded to Equal-Weight at Wells Fargo; PT USD 47
  • Mobileye (MBLY) Downgraded to Neutral at Arete; PT USD 15.70
  • Noble Corp. (NE) Downgraded to Sell at SEB Equities; PT USD 33
  • Oneok (OKE) Downgraded to Neutral at JPMorgan; PT USD 83
  • P&G (PG) Downgraded to Hold at TD Cowen
  • SkyWater Tech (SKYT) Downgraded to Hold at TD Cowen; PT USD 35
  • SkyWater Tech (SKYT) Downgraded to Hold at Needham
  • SkyWater Tech (SKYT) Downgraded to Neutral at Piper Sandler; PT USD 35
  • Trade Desk (TTD) Downgraded to Hold at CFRA
  • Venture Global (VG) Downgraded to Neutral at JPMorgan; PT USD 11

INITIATIONS

  • ADP (ADP) Initiated at New Overweight at Cantor; PT USD 306
  • Affirm Holdings (AFRM) Initiated at New Overweight at Cantor; PT USD 85
  • Beta Bionics (BBNX) Initiated at New Hold at TD Cowen; PT USD 17
  • Better Home & Finance Holding (BETR) Initiated at New Overweight at Cantor
  • BioAge Labs (BIOA) Initiated at New Overweight at Piper Sandler; PT USD 73
  • Block (XYZ) Initiated at New Overweight at Cantor; PT USD 87
  • Corpay (CPAY) Initiated at New Overweight at Cantor; PT USD 385
  • Datadog (DDOG) Initiated at New Buy at Daiwa; PT USD 190
  • Fidelity National (FIS) Initiated at New Overweight at Cantor; PT USD 72
  • Fiserv (FISV) Initiated at New Neutral at Cantor; PT USD 70
  • Global Payments (GPN) Initiated at New Neutral at Cantor; PT USD 80
  • Globus Medical (GMED) Initiated at New Buy at TD Cowen; PT USD 110
  • Intuitive Surgical (ISRG) Initiated at New Buy at TD Cowen; PT USD 660
  • Kyndryl (KD) Reinstated Sector Outperform at Scotiabank; PT USD 40
  • Mastercard (MA) Initiated at New Overweight at Cantor; PT USD 650
  • Netflix (NFLX) Initiated at New Buy at GF Securities; PT USD 100
  • Orthofix (OFIX) Initiated at New Hold at TD Cowen; PT USD 14
  • OrthoPediatrics (KIDS) Initiated at New Buy at TD Cowen; PT USD 23
  • Paychex (PAYX) Initiated at New Underweight at Cantor; PT USD 98
  • PayPal (PYPL) Initiated at New Neutral at Cantor; PT USD 60
  • Remitly (RELY) Initiated at New Overweight at Cantor; PT USD 17
  • SI-BONE (SIBN) Initiated at New Buy at TD Cowen; PT USD 21
  • Tilray Brands (TLRY) Reinstated Hold at Canaccord; PT USD 9.48
  • Versant Media (VSNT) Initiated at New Neutral at Goldman; PT USD 34
  • Visa (V) Initiated at New Overweight at Cantor; PT USD 400
  • Waters (WAT) Initiated at New Buy at HSBC; PT USD 460
  • Western Union (WU) Initiated at New Underweight at Cantor; PT USD 9
  • WEX (WEX) Initiated at New Neutral at Cantor; PT USD 158
Context

Conversely, Alcoa's downgrade at Morgan Stanley reflects changing perspectives on its growth prospects, which could impact not just its stock price but also the overall sentiment in the materials sector. Investors should watch for how these changes influence trading and sentiment in related sectors and asset classes.

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