US BROKER MOVES: NFLX resumed with a Buy at Citi; CF downgraded at Mizuho

• SL Green Realty (SLG) upgraded to Buy at Deutsche Bank; PT USD 44
• Netflix (NFLX) upgraded to Buy at Citi; PT USD 115
• ManpowerGroup (MAN) upgraded to Neutral at Goldman; PT USD 30
• LyondellBasell (LYB) upgraded to Neutral at UBS; PT USD 73
• Lensar (LNSR) upgraded to Buy at BTIG; PT USD 10
• Knight-Swift (KNX) upgraded to Buy at UBS; PT USD 66
• Grail (GRAL) upgraded to Buy at TD Cowen; PT USD 65
• DHT Holdings (DHT) upgraded to Buy at Pekao Investment Banking
• CubeSmart (CUBE) upgraded to Outperform at BNP Paribas; PT USD 43
• Constellation Brands (STZ) upgraded to Buy at Citi; PT USD 175
• Block (XYZ) upgraded to Neutral at Rothschild & Co Redburn; PT USD 55
• Block (XYZ) upgraded to Buy at Truist Securities; PT USD 77

• Trade Desk (TTD) downgraded to Hold at Stifel
• Tencent Music (TME) ADRs downgraded to Neutral at JPMorgan; PT USD 12
• Tencent Music (TME) ADRs downgraded to Hold at Benchmark
• Starbucks (SBUX) downgraded to Sector Perform at RBC
• Pinterest (PINS) downgraded to Neutral at President Capital Management; PT USD 21
• Health Catalyst (HCAT) downgraded to Equal-Weight at Wells Fargo; PT USD 1
• Gemini Space Station (GEMI) downgraded to Sell at Citi; PT USD 5.50
• CF Industries (CF) downgraded to Underperform at Mizuho Securities; PT USD 100
• Aldeyra Therapeutics (ALDX) downgraded to Neutral at H.C. Wainwright; PT USD 2

• XCF Global (SAFX) initiated at Neutral at Roth Capital Partners
• Weatherford (WFRD) initiated at Outperform at RBC; PT USD 105
• Talen Energy (TLN) initiated at Outperform at BNP Paribas; PT USD 548
• Stack Capital Group (STCK CN) initiated at Buy at Ventum Financial; PT C$23
• Sixth Street Specialty Lending (TSLX) initiated at Buy at Lucid Capital Markets; PT USD 21
• SanDisk (SNDK) initiated at Outperform at KGI Securities; PT USD 992
• Pony AI (PONY) ADRs initiated at Buy at Industrial Securities
• NRG Energy (NRG) initiated at Outperform at BNP Paribas; PT USD 232
• Maze Therapeutics (MAZE) initiated at Buy at Truist Securities; PT USD 68
• Evommune (EVMN) initiated at Buy at Clear Street; PT USD 53
• Doximity (DOCS) initiated at Buy at Freedom Capital; PT USD 31
• Constellation Energy (CEG) initiated at Outperform at BNP Paribas
• Climb Bio Inc (CLYM) initiated at Buy at Truist Securities; PT USD 17
• Arcturus Therapeutics (ARCT) initiated at Buy at B Riley; PT USD 22
• Apogee Therapeutics (APGE) initiated at Hold at Truist Securities; PT USD 83
• AGI (AGBK) initiated at Outperform at Bradesco BBI; PT USD 16

Citi's upgrade of Netflix (NFLX) to a Buy at a price target of $115 signals a positive shift in sentiment for the company, potentially reflecting confidence in its growth outlook amid a competitive landscape. Conversely, CF Industries' downgrade to Underperform at Mizuho with a target of $100 could indicate concerns regarding market conditions or operational challenges, affecting investor sentiment particularly in the agricultural sector. The contrasting ratings may influence trading decisions across both equities, with potential spillover effects on related sectors and overall market sentiment.