NetScout Systems Stock Discussion

$Microsoft(MSFT.US)$ / $Amazon(AMZN.US)$ – UBS does a U-turn and gets cautious on Cloud spend after speaking to 20 large customers
We think it is likely we see outsized weakness in cloud names – $Datadog(DDOG.US)$ , $MongoDB(MDB.US)$ , $Snowflake(SNOW.US)$ , $Confluent(CFLT.US)$ , $Amazon(AMZN.US)$ , $Microsoft(MSFT.US)$ -- giving back some of their gains from yesterday. $Datadog(DDOG.US)$ is also a comp to $NetScout Systems(NTCT.US)$ (neg pre yesterday after the close) which could add further dnsid...

GOLDMAN SACHS
• $Bausch + Lomb Corp.(BLCO.US)$ Goldman Sachs analyst Amit Hazan initiated coverage of Bausch + Lomb with a Neutral rating and $22 price target, implying 22% upside potential. The analyst sees Bausch + Lomb's current offering and pipeline as positioning it well to maintain or expand share in the "attractive and durable' eye care market.
• $Steel Dynamics(STLD.US)$ Goldman Sachs analyst Emily Chieng downgraded Steel Dynamics to Neutral...

Gainers:
• $CatchMark Timber Trust Inc(CTT.US)$ +36.4% (CatchMark Timber Trust and PotlatchDeltic (PCH) to combine in an all-stock transaction)
• $Yamana Gold(AUY.US)$ +17.0% (Yamana Gold to be acquired by Gold Fields (GFI) for $6.7 bln)
• $AMC Entertainment(AMC.US)$ +12.7% (strong "Top Gun: Maverick" box office showing)
• $KE Holdings(BEKE.US)$ +8.3% (In reaction to earnings)
• $Eledon Pharmaceuticals(ELDN.US)$ +7.7% (topline resul...

Upgrades
• $Grab Holdings(GRAB.US)$: Bernstein Upgrades to Outperform from Market Perform - PT $3.04
• $Linde(LIN.US)$: Evercore ISI Upgrades to Outperform from In Line - PT $355
• $Magellan Midstream(MMP.US)$: Wells Fargo Upgrades to Overweight from EqualWeight - PT $56 (from $54)
• $Mercury Systems(MRCY.US)$: Baird Upgrades to Outperform from Neutral - PT $72 (from $56)
• $Nurix Therapeutics(NRIX.US)$: Wells Fargo Upgrades to Overweight from EqualWeight - PT...