Initiated Neutral X

AAP Advance Auto

Mizuho

$78

Initiated Buy X

ACN Accenture

Guggenheim

$425

Initiated Outperform X

ALKS Alkermes Plc

Robert W. Baird

$37

Initiated Outperform X

AXSM Axsome Therapeutics

Robert W. Baird

$108

Initiated Buy X

AZO AutoZone

Mizuho

$3450

Initiated Buy X

CAR Avis Budget

BofA Securities

$170

Upgrades Neutral Buy X

CGNX Cognex

UBS

$42 $54

Initiated Neutral X

CHWY Chewy

Mizuho

$18

Upgrades Neutral Buy X

COO Cooper

Redburn Atlantic

$125

Downgrades Buy Hold X

CTRN Citi Trends

Craig Hallum

Initiated Neutral X

CTSH Cognizant Tech

Guggenheim

$80

Initiated Buy X

DAVA Endava

Guggenheim

$60

Upgrades Neutral Overweight X

DAVA Endava

JP Morgan

$49

Upgrades Mkt Perform Outperform X

DKL Delek Logistics Partners

Raymond James

$45

Initiated Neutral X

DXC DXC Technology

Guggenheim

$22

Initiated Buy X

EPAM EPAM Systems

Guggenheim

$350

Downgrades Overweight Eq-Weight X

FITB Fifth Third

Stephens

$41

Initiated Buy X

FIVE Five Below

Mizuho

$225

Initiated Neutral X

FND Floor & Decor

Mizuho

$115

Initiated Overweight X

FROG JFrog

KeyBanc Capital Markets

$52

Initiated Buy X

FUL H.B. Fuller

Vertical Research

$88

Initiated Buy X

GLOB Globant

Guggenheim

$250

Initiated Overweight X

GTLB GitLab

KeyBanc Capital Markets

$70

Upgrades Neutral Buy X

GTLS Chart Industries

UBS

$152 $170

Initiated Sector Weight X

HCP HashiCorp

KeyBanc Capital Markets

Initiated Buy X

HD Home Depot

Mizuho

$415

Initiated Neutral X

HTZ Hertz Global

BofA Securities

$9

Initiated Neutral X

INFY Infosys

Guggenheim

$20

Initiated Overweight X

INSP Inspire Medical Systems

Morgan Stanley

$250

Downgrades Buy Hold X

JBL Jabil

Argus

Initiated Neutral X

KMX CarMax

Mizuho

$80

Initiated Neutral X

LESL Leslie’s

Mizuho

$7

Initiated Buy X

LOW Lowe’s

Mizuho

$280

Initiated Buy X

MCW Mister Car Wash

Mizuho

$11

Downgrades Neutral Sell X

MDB MongoDB

Redburn Atlantic

$410 $295

Downgrades Buy Hold X

MDRX Veradigm

Deutsche Bank

$15 $10

Upgrades Eq Weight Overweight X

MMM 3M

Barclays

$111 $126

Initiated Outperform X

MOD Modine Manufacturing

Oppenheimer

$105

Upgrades Underweight Neutral X

MRSN Mersana Therapeutics

JP Morgan

$5

Upgrades Neutral Buy X

NCMI National Cinemedia

B. Riley Securities

$4.50 $6.75

Upgrades Underweight Neutral X

OLPX Olaplex

Piper Sandler

$1.25 $2

Initiated Buy X

ORLY O’Reilly Auto

Mizuho

$1225

Initiated Neutral X

PRFT Perficient

Guggenheim

$65

Downgrades Buy Neutral X

SCVL Shoe Carnival

Monness Crespi & Hardt

Initiated Underperform X

SFIX Stitch Fix

Mizuho

$2

Downgrades Eq Weight Underweight X

SMR NuScale Power

Wells Fargo

$7.50 $4.50

Downgrades Neutral Sell X

SNOW Snowflake

Redburn Atlantic

$180 $125

Initiated Neutral X

TASK TaskUs

Guggenheim

$13

Initiated Sector Weight X

TEAM Atlassian

KeyBanc Capital Markets

Upgrades Eq-Weight Overweight X

TFC Truist

Stephens

$41 $43

Initiated Neutral X

TIXT TELUS International

Guggenheim

$9

Initiated Neutral X

TSCO Tractor Supply

Mizuho

$245

Initiated Sell X

TTEC TTEC Holdings

Guggenheim

$8

Upgrades Neutral Buy X

VNET VNET Group

BofA Securities

$3.90 $2.70

Initiated Buy X

VVV Valvoline

Mizuho

$50

Initiated Buy X

VYGR Voyager Therapeutics

H.C. Wainwright

$30

Initiated Buy X

W Wayfair

Mizuho

$72

Upgrades Neutral Buy X

WB Weibo

UBS

$11.50

Downgrades Outperform Mkt Perform X

WES Western Midstream

Raymond James

Initiated Hold X

ZM Zoom Video

Jefferies

$70