Initiated Peer Perform X

ACLX Arcellx

Wolfe Research

Upgrades Underperform Hold X

AES AES

Jefferies

$13

Downgrades Buy Neutral X

AMZN Amazon

Rothschild & Co Redburn

$250

Initiated Peer Perform X

ASND Ascendis Pharma

Wolfe Research

$255

Initiated Outperform X

AVAV AeroVironment

BNP Paribas Exane

$355

Initiated Underperform X

BA Boeing

BNP Paribas Exane

$150

Resumed Overweight X

BDTX Black Diamond Therapeutics

Piper Sandler

$9

Initiated Equal Weight X

BYD Boyd Gaming

Wells Fargo

$85

Initiated Overweight X

CCL Carnival

Wells Fargo

$37

Initiated Outperform X

CELC Celcuity

Wolfe Research

$110

Initiated Overweight X

CHDN Churchill Downs

Wells Fargo

$115

Initiated Underweight X

CHH Choice Hotels

Wells Fargo

$84

Initiated Peer Perform X

CORT Corcept Therapeutics

Wolfe Research

Initiated Hold X

CRWD CrowdStrike

Berenberg

$600

Initiated Buy X

CTRE CareTrust REIT

UBS

$42

Initiated Equal Weight X

CZR Caesars Entertainment

Wells Fargo

$21

Upgrades Hold Buy X

DECK Deckers Outdoor

Stifel

$117

Initiated Equal Weight X

DKNG DraftKings

Wells Fargo

$31

Initiated Peer Perform X

EXEL Exelixis

Wolfe Research

Initiated Overweight X

FORM FormFactor

Cantor Fitzgerald

$75

Downgrades Overweight Eq Weight X

FRT Federal Realty

Barclays

$106

Initiated Outperform X

GD General Dynamics

BNP Paribas Exane

$410

Initiated Underperform X

GE GE Aerospace

BNP Paribas Exane

Initiated Equal Weight X

GENI Genius Sports

Wells Fargo

$10

Upgrades Hold Buy X

GOOGL Alphabet A

Loop Capital

$320

Initiated Equal Weight X

H Hyatt Hotels

Wells Fargo

$154

Initiated Neutral X

HEI HEICO

BNP Paribas Exane

$330

Downgrades Overweight Neutral X

HEPS Hepsiburada

JP Morgan

Initiated Equal Weight X

HGV Hilton Grand Vacations

Wells Fargo

$42

Initiated Overweight X

HLT Hilton

Wells Fargo

$332

Downgrades Buy Underperform X

HON Honeywell

BofA Securities

$205

Initiated Outperform X

HWM Howmet Aerospace

BNP Paribas Exane

$240

Upgrades Underperform Neutral X

ITW Illinois Tool Works

BofA Securities

$255

Initiated Peer Perform X

JANX Janux Therapeutics

Wolfe Research

Initiated Outperform X

KGS Kodiak Gas Services

William Blair

Upgrades Underperform Mkt Perform X

KRC Kilroy Realty

BMO Capital Markets

$44

Initiated Neutral X

KTOS Kratos Defense and Security

BNP Paribas Exane

$80

Initiated Neutral X

LHX L3Harris

BNP Paribas Exane

$290

Initiated Outperform X

LITE Lumentum

Mizuho

$290

Initiated Equal Weight X

LVS Las Vegas Sands

Wells Fargo

$66

Initiated Overweight X

MAR Marriott

Wells Fargo

$329

Initiated Neutral X

MDB MongoDB

Guggenheim

$400

Initiated Underweight X

MGM MGM Resorts

Wells Fargo

$29

Downgrades Buy Neutral X

MSFT Microsoft

Rothschild & Co Redburn

$500

Downgrades Overweight Neutral X

MUR Murphy Oil

Piper Sandler

$34

Initiated Overweight X

NCLH Norwegian Cruise Line

Wells Fargo

$30

Reiterated Equal Weight X

NFLX Netflix

Barclays

$1100 $110

Initiated Outperform X

NOC Northrop Grumman

BNP Paribas Exane

$710

Upgrades Sell Neutral X

OGS ONE Gas

UBS

$86

Initiated Buy X

OHI Omega Health

UBS

$50

Initiated Buy X

OKTA Okta

Berenberg

$145

Initiated Peer Perform X

ORIC ORIC Pharmaceuticals

Wolfe Research

Downgrades Outperform Mkt Perform X

PDD PDD Holdings

Bernstein

Initiated Underweight X

PEN Penumbra

Wells Fargo

$15

Initiated Underweight X

PENN PENN Entertainment

Wells Fargo

$15

Upgrades Eq Weight Overweight X

PNTG Pennant Group

Wells Fargo

$31

Initiated Hold X

QLYS Qualys

Berenberg

$165

Downgrades Neutral Underweight X

RCKT Rocket Pharmaceuticals

JP Morgan

Upgrades Eq Weight Overweight X

REG Regency Centers

Barclays

$82

Initiated Hold X

RPD Rapid7

Berenberg

$16

Initiated Equal Weight X

RRR Red Rock Resorts

Wells Fargo

$58

Initiated Outperform X

RTX RTX

BNP Paribas Exane

$210

Initiated Outperform X

RVMD Revolution Medicines

Wolfe Research

$75

Initiated Buy X

S SentinelOne

Berenberg

$25

Initiated Buy X

SAIL SailPoint

Berenberg

$31.70

Initiated Neutral X

SBRA Sabra Health Care REIT

UBS

$20

Initiated Outperform X

SLNO Soleno Therapeutics

Wolfe Research

$75

Initiated Peer Perform X

SMMT Summit Therapeutics

Wolfe Research

Upgrades Sell Neutral X

SNAP Snap

Arete

Initiated Overweight X

SRAD Sportradar Group AG

Wells Fargo

$30

Initiated Outperform X

SRRK Scholar Rock

Wolfe Research

$42

Initiated Outperform X

TDG Transdigm Group

BNP Paribas Exane

$1775

Initiated Peer Perform X

TNGX Tango Therapeutics

Wolfe Research

Initiated Overweight X

TNL Travel + Leisure Co

Wells Fargo

$74

Downgrades Neutral Underweight X

TU Telus

JP Morgan

Initiated Underweight X

VAC Marriott Vacations

Wells Fargo

$37

Downgrades Overweight Eq Weight X

VICI VICI Properties

Wells Fargo

$32

Initiated Equal Weight X

WH Wyndham Hotels & Resorts

Wells Fargo

$82

Initiated Overweight X

WYNN Wynn Resorts

Wells Fargo

$151

Upgrades Neutral Buy X

XPEV XPeng

Daiwa Securities

$29

Initiated Buy X

ZS Zscaler

Berenberg

$400