US BROKER MOVES: CGNX upgraded at JPM; CI downgraded at Barclays

UPGRADES Albemarle (ALB) Upgraded to Buy at Vertical Research Partners; PT USD 224 Allient (ALNT) Upgraded to Overweight at JPMorgan; PT USD 80 (prev. USD 65) Booz Allen Hamilton (BAH) Upgraded to Buy at Stifel; PT USD 110 (prev. USD 115) Cognex (CGNX) Upgraded to Overweight at JPMorgan; PT USD 75 (prev. USD 65) Lear (LEA) Upgraded to Buy at TD Cowen; PT USD 165 (prev. USD 138) Okta (OKTA) Upgraded to Buy at Arete; PT USD 127 Occidental Petroleum (OXY) Upgraded to Overweight at Barclays; PT USD 72 (prev. USD 59) Pembina Pipeline (PBA) Upgraded to Buy at TD Cowen Timken (TKR) Upgraded to Overweight at JPMorgan; PT USD 150 (prev. USD 130) Travelers (TRV) Upgraded to Neutral at JPMorgan; PT USD 322 (prev. USD 316) Ternium (TX) Upgraded to Outperform at Itau BBA; PT USD 59 DOWNGRADES Astera Labs (ALAB) Downgraded to Market Perform at Northland BridgeBio Pharma (BBIO) Downgraded to Market Perform at Raymond James BayCom (BCML) Downgraded to Neutral at DA Davidson; PT USD 34 Cigna (CI) Downgraded to Equalweight at Barclays; PT USD 304 (prev. USD 310) Cosan (CSAN) Downgraded to Reduce at HSBC; PT USD 3.20 (prev. USD 5.00) Intel (INTC) Downgraded to Market Perform at Northland Semtech (SMTC) Downgraded to Market Perform at Northland Vodafone (VOD) Downgraded to Underperform at BofA Securities; PT USD 13.13 (prev. USD 15.55) INITIATIONS Amentum Holdings (AMTM) Initiated at New Underperform at BNP Paribas Exane; PT USD 22 Connect Biopharma (CNTB) Initiated at New Buy at Canaccord; PT USD 6 Dave (DAVE) Initiated at New Buy at UBS; PT USD 300 Danaher (DHR) Initiated at New Buy at Citi; PT USD 230 DT Midstream (DTM) Initiated at New Sector Outperform at Scotiabank; PT USD 176 Parsons (PSN) Initiated at New Underperform at BNP Paribas Exane Regis (RGS) Initiated at New Buy at Lake Street; PT USD 42 Telos (TLS) Initiated at New Buy at Needham Verrica Pharmaceuticals (VRCA) Initiated at New Buy at H.C. Wainwright; PT USD 12 Varonis Systems (VRNS) Initiated at New Sector Weight at KeyBanc Woodward (WWD) Initiated at New Positive at Susquehanna; PT USD 423