Downgrades Positive Neutral X

ACN Accenture

Susquehanna

$400 $360

Initiated Underweight X

ADBE Adobe

KeyBanc Capital Markets

$445

Initiated Mkt Perform X

AMP Ameriprise Financial

Raymond James

Initiated Sector Weight X

AMPL Amplitude

KeyBanc Capital Markets

Resumed Underweight X

ASAN Asana

KeyBanc Capital Markets

$14

Upgrades Mkt Perform Outperform X

AVGO Broadcom

TD Cowen

$1400 $1500

Resumed Outperform X

BBIO BridgeBio Pharma

Raymond James

$45

Upgrades Neutral Buy X

BRZE Braze

UBS

$62

Downgrades Overweight Eq-Weight X

CNC Centene

Stephens

$92 $85

Initiated Sector Weight X

CRM Salesforce

KeyBanc Capital Markets

Initiated Overweight X

CXM Sprinklr

KeyBanc Capital Markets

$19

Upgrades Hold Buy X

DHT DHT

Jefferies

$11 $14

Upgrades Mkt Perform Outperform X

FAF First American Financial

Keefe Bruyette

$66 $69

Initiated Buy X

FCNCA First Citizens BancShares

Goldman

$1950

Reiterated Outperform X

FIVE Five Below

Telsey Advisory Group

$230 $220

Upgrades Mkt Perform Outperform X

FN Fabrinet

Northland Capital

$200 $220

Upgrades Hold Buy X

FRO Frontline

Jefferies

$22 $30

Reiterated Market Perform X

GES Guess?

Telsey Advisory Group

$23 $30

Initiated Underweight X

HUBS HubSpot

KeyBanc Capital Markets

$520

Initiated Buy X

JANX Janux Therapeutics

BTIG Research

$62

Downgrades Buy Neutral X

JKS JinkoSolar

ROTH MKM

$50 $25

Upgrades Neutral Buy X

KC Kingsoft Cloud

Citigroup

$5

Upgrades Underperform Outperform X

KC Kingsoft Cloud

CLSA

$4.40

Upgrades Neutral Buy X

LYG Lloyds Banking

BofA Securities

Initiated Overweight X

MNDY Monday.com

KeyBanc Capital Markets

$275

Initiated Overweight X

MSFT Microsoft

KeyBanc Capital Markets

$490

Upgrades Hold Buy X

MU Micron

Argus

$140

Upgrades Eq Weight Overweight X

MU Micron

Fox Advisors

Reiterated Outperform X

MU Micron

TD Cowen

$120 $150

Upgrades Neutral Buy X

NBTB NBT Bancorp

Janney

Initiated Overweight X

NOW ServiceNow

KeyBanc Capital Markets

$1000

Reiterated Market Perform X

NSC Norfolk Southern

TD Cowen

$236 $253

Reiterated Outperform X

NVDA NVIDIA

TD Cowen

$900 $1100

Initiated Outperform X

NXT Nextracker

Robert W. Baird

$71

Initiated Overweight X

ORCL Oracle

KeyBanc Capital Markets

$150

Upgrades Sell Neutral X

PARA Paramount Global

Rosenblatt

$9 $13

Upgrades Mkt Perform Outperform X

RVLV Revolve Group

TD Cowen

$23 $25

Initiated Overweight X

SAP SAP SE

KeyBanc Capital Markets

Initiated Overweight X

SEMR SEMRush

KeyBanc Capital Markets

$17

Reiterated Market Perform X

SIG Signet Jewelers

Telsey Advisory Group

$105 $100

Initiated Sector Weight X

SMAR Smartsheet

KeyBanc Capital Markets

Initiated Overweight X

SPT Sprout Social

KeyBanc Capital Markets

$83

Resumed Buy X

UMH UMH Properties

B. Riley Securities

$18.50

Upgrades Sell Neutral X

WBD Warner Bros. Discovery

Rosenblatt

$7 $10

Initiated Sector Weight X

WKME WalkMe Ltd.

KeyBanc Capital Markets

Upgrades Underweight Eq-Weight X

YPF YPF Soc. Anonima

Morgan Stanley

$10.50 $22

Initiated Overweight X

ZI ZoomInfo

KeyBanc Capital Markets

$20