Initiated Neutral X

APP AppLovin

Daiwa Securities

$80

Downgrades Neutral Sell X

AVDX AvidXchange

Goldman

$13 $11.50

Downgrades Outperform Neutral X

BC Brunswick

Exane BNP Paribas

$94 $82

Upgrades Neutral Overweight X

BRFS BRF SA

JP Morgan

Initiated Equal Weight X

CAVA CAVA Group

Barclays

$58

Initiated Outperform X

CGEM Cullinan Management

William Blair

Upgrades Eq Weight Overweight X

CHDN Churchill Downs

Wells Fargo

$137 $141

Downgrades Outperform Underperform X

CLPR Clipper Realty

Raymond James

Initiated Buy X

COTY Coty

Canaccord Genuity

$14

Upgrades Neutral Buy X

CPNG Coupang

Citigroup

$19 $26

Downgrades Buy Hold X

CRH CRH Plc.

Stifel

$80 $82

Upgrades Neutral Buy X

CSCO Cisco

BofA Securities

$55 $60

Downgrades Buy Neutral X

EDR Endeavor Group

Citigroup

$27.50

Upgrades Neutral Buy X

EXTR Extreme Networks

B. Riley Securities

$14

Initiated Overweight X

FDMT 4D Molecular Therapeutics

Barclays

$45

Upgrades Neutral Buy X

FYBR Frontier Communications Parent

Citigroup

$28 $30

Upgrades Neutral Overweight X

GGB Gerdau S.A.

JP Morgan

Initiated Overweight X

HGV Hilton Grand Vacations

JP Morgan

$59

Reiterated Neutral X

INTC Intel

Citigroup

$47.50 $40

Upgrades Neutral Buy X

ITGR Integer Holdings

BofA Securities

$105 $135

Initiated Buy X

JBI Janus International Group

Jefferies

$20

Resumed Outperform X

LI Li Auto

Macquarie

$40

Upgrades Neutral Overweight X

LMT Lockheed Martin

JP Morgan

$475 $518

Downgrades Eq-Weight Underweight X

LOGI Logitech Int’l SA

Morgan Stanley

$85 $75

Initiated Buy X

LVS Las Vegas Sands

Seaport Research Partners

$63

Upgrades Hold Buy X

MASI Masimo

Stifel

$148 $170

Downgrades Outperform Mkt Perform X

MBUU Malibu Boats

Raymond James

Reiterated Buy X

META Meta Platforms

Citigroup

$525 $590

Initiated Buy X

MGM MGM Resorts

Seaport Research Partners

$56

Initiated Buy X

MLCO Melco Resorts & Entertainment

Seaport Research Partners

$10

Initiated Outperform X

MNMD MindMed

Leerink Partners

$20

Downgrades Outperform Sec Perform X

MRNS Marinus Pharmaceuticals

RBC Capital Mkts

$24 $3

Reiterated Hold X

NFLX Netflix

Deutsche Bank

$525 $550

Resumed Neutral X

NIO NIO

Macquarie

$5

Initiated Outperform X

NNBR NN Inc

Noble Capital Markets

$6

Downgrades Buy Neutral X

NOW ServiceNow

Guggenheim

Upgrades Neutral Buy X

OGI OrganiGram

Alliance Global Partners

Upgrades Neutral Buy X

PNR Pentair

Northcoast

$100

Upgrades Neutral Outperform X

PVH PVH

Wedbush

$128

Downgrades Buy Neutral X

ROL Rollins

UBS

$49

Initiated Buy X

SN SharkNinja

UBS

$76

Upgrades Hold Buy X

STZ Constellation Brands

Argus

$306

Upgrades Underweight Neutral X

TGI Triumph Group

JP Morgan

$13 $17

Initiated Outperform X

TILE Interface

Barrington Research

$20

Downgrades Buy Neutral X

TV TelevisaUnivision

BofA Securities

Initiated Neutral X

WYNN Wynn Resorts

Seaport Research Partners

Resumed Neutral X

XPEV XPeng

Macquarie

$7