US BROKER MOVES: META upgraded at Arete; SHW downgraded at UBS

UPGRADES

Abivax (ABVX) Upgraded from Underperform to Neutral at Wedbush
Atlas Energy Solutions (AESI) Upgraded from Market Perform to Outperform at Raymond James; PT USD 25.00
Eagle Materials (EXP) Upgraded from Underweight to Neutral at JPMorgan; PT USD 225.00
Guardant Health (GH) Upgraded from In Line to Outperform at Evercore ISI; PT USD 160.00
Hewlett Packard Enterprise (HPE) Upgraded from Hold to Buy at Loop Capital
Knight-Swift Transportation (KNX) Upgraded from Neutral to Positive at Susquehanna
Macerich (MAC) Upgraded from Hold to Buy at Deutsche Bank; PT USD 27.00 (prev. USD 20.00)
Meta Platforms (META) Upgraded from Neutral to Buy at Arete; PT USD 735.00
OPTU (OPTU) Upgraded from Underperform to Neutral at BNP Paribas Exane
Tripadvisor (TRIP) Upgraded from Neutral to Outperform at Wedbush; PT USD 19.00 (prev. USD 12.00)

DOWNGRADES

Abivax (ABVX) Downgraded from Buy to Hold at Jefferies; PT USD 90.00 (prev. USD 160.00)
Consolidated Edison (ED) Downgraded from Outperform to Neutral at Mizuho; PT USD 105.00
Fulcrum Therapeutics (FULC) Downgraded from Overweight to Underweight at Piper Sandler; PT USD 3.00 (prev. USD 23.00)
Fulcrum Therapeutics (FULC) Downgraded from Outperform to Market Perform at Leerink; PT USD 4.00
Fulcrum Therapeutics (FULC) Downgraded from Buy to Neutral at H.C. Wainwright; PT USD 3.00 (prev. USD 25.00)
Fulcrum Therapeutics (FULC) Downgraded from Buy to Hold at Truist Securities; PT USD 4.00 (prev. USD 17.00)
Fulcrum Therapeutics (FULC) Downgraded from Buy to Hold at Stifel; PT USD 3.00 (prev. USD 25.00)
Intuit (INTU) Downgraded from Neutral to Sell at Goldman Sachs; PT USD 276.00
Nu Holdings (NU) Downgraded from Neutral to Underperform at BofA Securities; PT USD 10.00 (prev. USD 16.00)
Okta (OKTA) Downgraded from Outperform to Neutral at Mizuho; PT USD 125.00 (prev. USD 110.00)
StandardAero (SARO) Downgraded from Buy to Hold at Jefferies; PT USD 30.00 (prev. USD 34.00)
Sherwin-Williams (SHW) Downgraded from Buy to Neutral at UBS; PT USD 330.00 (prev. USD 385.00)
Sociedad Quimica y Minera de Chile (SQM) Downgraded from Overweight to Neutral at JPMorgan; PT USD 100.00 (prev. USD 94.00)
Taylor Morrison Home (TMHC) Downgraded from Outperform to Sector Perform at RBC Capital; PT USD 72.50
Taylor Morrison Home (TMHC) Downgraded from Buy to Hold at Truist Securities; PT USD 72.50

INITIATIONS

Asset Entities (ASST) Initiated with Buy at Benchmark, PT USD 32/shr
CoreWeave (CRWV) Initiated with Outperform at BNP Paribas Exane, PT USD 192/shr
Enhabit (ENHA) Initiated with Buy at Canaccord, PT USD 6/shr
FDXF (FDXF) Initiated with Hold at Truist Securities, PT USD 155/shr
MANE (MANE) Initiated with Buy at Needham, PT USD 136/shr
Mirum Pharmaceuticals (MIRM) Initiated with Buy at Citi, PT USD 145/shr
Martin Marietta Materials (MLM) Initiated with Hold at Berenberg, PT USD 556/shr
MOBI (MOBI) Initiated with Overweight at JPMorgan, PT USD 15/shr
MOBI (MOBI) Initiated with Outperform at Wolfe Research, PT USD 19/shr
MOBI (MOBI) Initiated with Buy at Goldman Sachs, PT USD 31/shr
MOBI (MOBI) Initiated with Buy at BTIG, PT USD 19/shr
MOBI (MOBI) Initiated with Buy at BofA Securities, PT USD 16/shr
Nebius Group (NBIS) Initiated with Neutral at BNP Paribas Exane, PT USD 255/shr
Neurocrine Biosciences (NBIX) Initiated with Buy at Goldman Sachs, PT USD 213/shr
Octave Bioscience (OCTV) Initiated with Sector Perform at RBC Capital, PT USD 21/shr
ODTX (ODTX) Initiated with Overweight at JPMorgan, PT USD 26/shr
ODTX (ODTX) Initiated with Overweight at Cantor Fitzgerald
ODTX (ODTX) Initiated with Outperform at Oppenheimer, PT USD 40/shr
ODTX (ODTX) Initiated with Outperform at Wedbush, PT USD 30/shr
ODTX (ODTX) Initiated with Buy at TD Cowen
Take-Two Interactive (TTWO) Initiated with Overweight at Piper Sandler, PT USD 280/shr
Unity Software (U) Initiated with Overweight at Piper Sandler, PT USD 40/shr
Vulcan Materials (VMC) Initiated with Hold at Berenberg, PT USD 283/shr
X4 Pharmaceuticals (XFOR) Initiated with Outperform at Leerink, PT USD 12/shr