πŸ‘πŸ‘Ž Upgrades/Downgrades 26 JUL 22

:+1::-1: Upgrades/Downgrades for Tuesday, 26 JUL 22


Symbol  Company                                Analyst Firm Upgrading

ATHM	Autohome	                       CLSA	
UL	Unilever PLC	                       Deutsche Bank	  *

* = Upgrade to BUY :+1::+1::+1::+1:

DOWNGRADES :-1: for Tuesday, 26 JUL 22


Symbol  Company                                Analyst Firm Downgrading

AEO	American Eagle	                       BofA Securities	
CHWY	Chewy	                               Wedbush	
COOK	Traeger	                               Credit Suisse	
HTBI	HomeTrust Bank	                       Compass Point	
IEA	Infrastructure and Energy Alternatives Stifel	
IEA	Infrastructure and Energy Alternatives DA Davidson	
MSTR	MicroStrategy	                       Jefferies	
NEE	NextEra Energy	                       Seaport Research Partners	
NVTA	Invitae	                               Cowen	
PARA	Paramount Global	               Goldman     *	
ROKU	Roku	                               Wolfe Research	
RVLV	Revolve Group	                       BofA Securities	
SEOAY	Stora Enso OYJ	                       Exane BNP Paribas	
UBS	UBS AG	                               BofA Securities	
VSTO	Vista Outdoor	                       ROTH Capital	
WEBR	Weber	                               Wells Fargo	
ZEN	Zendesk	                               William Blair	
ZEN	Zendesk	                               Stifel	
ZEN	Zendesk	                               JMP Securities	
ZS	Zscaler	                               BTIG Research

* = DOWNGRADE to SELL :-1::-1::-1::-1:

COVERAGE INITIATED :eyes: for Tuesday, 26 JUL 22


Symbol  Company                               Analyst Firm Downgrading           Initial Recommendation

AAPL	Apple	                              Itau BBA	                         Underperform
ABNB	Airbnb	                              Argus	                         Hold
ALVO	Alvotech	                      Citigroup	                         BUY     *
AMZN	Amazon	                              Itau BBA	                         Outperform
BKSY	BlackSky Technology	              Lake Street	                 BUY     *
BLCO	Bausch + Lomb	                      RBC Capital Mkts	                 Outperform
CNTY	Century Casinos	                      JMP Securities	                 Mkt Outperform
GASS	Stealthgas	                      Maxim Group	                 BUY     *
GOOGL	Alphabet A	                      Itau BBA	                         Market Perform
HHC	Howard Hughes	                      BMO Capital Markets	         Outperform
KROS	Keros Therapeutics	              BTIG Research	                 BUY     *
META	Meta Platforms	                      Itau BBA	                         Market Perform
MSFT	Microsoft	                      Itau BBA	                         Outperform
ONON	On	                              Piper Sandler	                 Overweight
OSH	Oak Street Health	              Argus	                         Hold
ROKU	Roku	                              Raymond James	                 Mkt Perform
SGHT	Sight Sciences	                      Stifel	                         Hold
TLPFY	Teleperformance	                      RBC Capital Mkts	                 Outperform
VOR	Vor Biopharma	                      Wedbush	                         Outperform

Daily charts for the above upgrades to BUY and initiations with a BUY from Tuesday, 26 JUL 22

1. $UL daily chart

https://schrts.co/BfpGzwMh

2. $AVGO has no charting data from stockcharts.com. I have sent them a note.

3. $BKSY daily chart (be sure to read their short bio on the chart. This is one I’ve never heard of. I just read a recent story* about this company’s $4.4 Million contract awarded for their A/I software for spaceware imagery. Sounds very hush/hush, military related.)

https://schrts.co/FCBCpVdZ

4. $GASS daily chart

https://schrts.co/JsNcGaKX

5.$KROS daily chart

https://schrts.co/GPxvNpuQ

* More on this $BSKY company, and note that this IARPA entity sounds like DARPA focused on A/I. How long before A/I makes the decision to target and execute with weapons from outer space or on the ground moved around on robots? Just conjecture here, but this was brought up in Mo Gawdat’s great book about A/I titled β€œScary, Smart” which is one of the fastest reads which is a critically thought out treatise about the future of A/I written by an ex-Google AI Engineer who worked at Google X:

Yahoo/Business Wire headline: BlackSky Wins $4.4 Million IARPA Contract to Provide Advanced Artificial Intelligence for Space-Based Dynamic Monitoring

Sub-headline: Company’s unique Spectra AI machine-learning platform accelerates application of SMART technologies for automated recognition of strategic activity and change

https://finance.yahoo.com/news/blacksky-wins-4-4-million-113…

HERNDON, Va., July 14, 2022–(BUSINESS WIRE)–BlackSky Technology Inc. (NYSE: BKSY) received a $4.4 million award from the Intelligence Advanced Research Projects Activity (IARPA) to support the second phase of the multi-year Space-based Machine Automated Recognition Technique (SMART) Program.

β€œAs part of our work, BlackSky created a high-performance MLOps (machine learning operations) framework that was ultimately selected to perform as the core infrastructure to the entire SMART program,” said Patrick O’Neil, BlackSky chief innovation officer.

β€œThe MLOps framework will extend BlackSky’s Spectra AI tasking and analytics capabilities and accelerate the development of SMART technologies that make quick sense of the immense volume and complexity of space-based image data,” O’Neil added.

2 Likes