AD AGENCY CHECKS: Global downgraded its view of Facebook ($FB) to Mixed from Positive. The analyst cited his checks with ad agencies that indicate direct-response and app-install advertisement spending is expected to be hindered in the third quarter by Apple's ($AAPL) iOS 14 privacy update. IMPROVED DIGITAL ENGAGEMENT: Gordon Haskett analyst Robert Mollins upgraded Airbnb ($ABNB) to Buy from Underperform with a $172 price target. Digital engagement data indicates trends have "materially improved" since mid-May which, when combined with lengthening stays, suggests there is "ample" room for revenue upside and EBITDA flow-through in the second quarter, Mollins argued. In addition, the analyst pointed out that engagement trends in key European countries have seen large sequential improvements and he expects improving vaccination rates in Europe to drive further travel demand across the continent. BUY EA: BMO Capital analyst Gerrick Johnson upgraded Electronic Arts ($EA) to Outperform from Market Perform with a price target of $168, up from $150. The video game industry is trending better than many investors had expected coming out of the COVID pandemic, Johnson noted. Further, the analyst pointed out that lockdowns in international regions should provide an "engagement boost in those markets." Johnson also noted that Electronic Arts' "Apex Legends" has been performing significantly better than he expected and shares are the least expensive in his coverage group. CORPORATE TRAVEL RELIANCE: Argus analyst John Staszak downgraded United Airlines ($UAL) to Hold from Buy without a price target. The analyst thinks United's domestic leisure business will continue to recover, followed by an eventual recovery in other businesses. However, in the near-term, investors will prefer airlines that are less reliant on corporate and international flights and opt instead for the shares of low-cost carriers that are able to significantly reduce debt, Staszak contended. To reflect the ongoing weakness in business travel, the analyst widened his 2021 loss forecast to ($12.00) per share from ($5.80) for United. BIG ORDER FROM UNITED: Wolfe Research analyst Hunter Keay upgraded Boeing ($BA) to Peer Perform from Underperform with a fair value price estimate of $224 as he models higher capital expenditures for U.S. airlines in 2022-2024 than he did three months ago. It is "illogical to assume" that United Airlines' recent big aircraft order "won't spur others," not only among direct competitors but also from non-competitors who see planemakers gaining pricing leverage each day, the analyst contended. While acknowledging Boeing "has some issues," Keay now thinks an improving book-to-bill throughout 2021 will help mitigate the downside scenario he thought he saw a few months back.Disclosure: I may trade in the ticker symbols mentioned, both long or short. My articles represent my personal opinion and analysis and should not be taken as investment advice. Readers should do their own research before making decisions to buy or sell securities. Trading and investing include risks, including loss of principal. If you liked this article, please click the LIKE (thumbs up) button. Feel free to leave any comments, question, or opinions. (Sign-up if you haven't already done so). Follow us/bookmark us and check back occasionally for additional articles or comments on our page... Wild Tiger Trading - start/main page. .