Downgrades Buy Sell X

ANET Arista Networks

Rosenblatt

$210

Initiated Buy X

ASO Academy Sports + Outdoors

Jefferies

$85

Initiated Neutral X

ATO Atmos Energy

UBS

$124

Resumed Overweight X

CAKE Cheesecake Factory

Stephens

$44

Initiated Buy X

CERS Cerus

Craig Hallum

$5

Resumed Overweight X

CHUY Chuy’s

Stephens

$40

Initiated Sell X

CIEN Ciena

Citigroup

$44

Resumed Equal-Weight X

CMG Chipotle Mexican Grill

Stephens

$3010

Resumed Neutral X

CSCO Cisco

Citigroup

$52

Downgrades Overweight Neutral X

CTVA Corteva

JP Morgan

$58 $57

Upgrades Neutral Buy X

DFIN Donnelley Financial

DA Davidson

$60 $72

Initiated Hold X

DKS Dick’s Sporting Goods

Jefferies

$211

Upgrades Sell Neutral X

DOCU DocuSign

UBS

$48 $62

Resumed Equal-Weight X

DRI Darden Restaurants

Stephens

$170

Initiated Buy X

DX Dynex Capital

Compass Point

$14.50

Upgrades Neutral Buy X

ECL Ecolab

Mizuho

$216 $260

Upgrades Hold Buy X

EVO Evotec SE

Deutsche Bank

Upgrades Outperform Strong Buy X

FBRT Franklin BSP Realty Trust

Raymond James

$15

Initiated Buy X

FSLR First Solar

Janney

$236

Upgrades Mkt Perform Outperform X

GTLB GitLab

Raymond James

$70

Upgrades Sec Perform Sec Outperform X

KOF Coca-Cola FEMSA

Scotiabank

Upgrades Peer Perform Outperform X

MBLY Mobileye Global

Wolfe Research

$41

Reiterated Outperform X

MSFT Microsoft

BMO Capital Markets

$455 $465

Reiterated Overweight X

NFLX Netflix

Morgan Stanley

$600 $700

Reiterated Neutral X

NFLX Netflix

Piper Sandler

$550 $600

Reiterated Overweight X

NTES NetEase

Morgan Stanley

$135 $120

Initiated Outperform X

NVO Novo Nordisk A/S

BMO Capital Markets

$163

Initiated Sell X

OGS ONE Gas

UBS

$61

Downgrades Outperform Neutral X

PKG Packaging Corp

Exane BNP Paribas

$182

Resumed Overweight X

PTLO Portillo’s

Stephens

$20

Resumed Overweight X

PZZA Papa John’s

Stephens

$75

Reiterated Buy X

RVMD Revolution Medicines

Needham

$36 $46

Reiterated Overweight X

SBUX Starbucks

Morgan Stanley

$120 $115

Initiated Buy X

SR Spire

UBS

$68

Resumed Overweight X

STKS The ONE Group

Stephens

$9

Initiated Buy X

TBPH Theravance Biopharma

BTIG Research

$21

Downgrades Buy Hold X

TH Target Hospitality

Stifel

$13 $12

Downgrades Buy Hold X

TIL Instil Bio

Jefferies

$5 $11

Downgrades Strong Buy Outperform X

TRTX TPG RE Finance Trust

Raymond James

$8.50

Reiterated Neutral X

TSLA Tesla

Citigroup

$196 $180

Reiterated Underweight X

TSLA Tesla

Wells Fargo

$125 $120

Resumed Equal-Weight X

TXRH Texas Roadhouse

Stephens

$150

Downgrades Outperform Neutral X

VFC V.F. Corp

Exane BNP Paribas

$18 $14

Resumed Equal-Weight X

WEN Wendy’s

Stephens

$20

Resumed Overweight X

WING Wingstop

Stephens

$425