Initiated Outperform X

ADI Analog Devices

Evercore ISI

$254

Initiated Outperform X

ALGM Allegro Microsystems

Evercore ISI

$36

Initiated Outperform X

AMAT Applied Materials

Evercore ISI

$260

Initiated Outperform X

AMD Advanced Micro

Evercore ISI

$200

Upgrades Hold Buy X

AMD Advanced Micro

HSBC Securities

$180 $225

Initiated Outperform X

ANAB AnaptysBio

Leerink Partners

$47

Initiated Outperform X

ASML ASML

Evercore ISI

Initiated Outperform X

AVGO Broadcom

Evercore ISI

$1620

Upgrades Sell Hold X

AZN AstraZeneca

Deutsche Bank

Downgrades Outperform Neutral X

BERY Berry Global

Robert W. Baird

$68 $65

Initiated Outperform X

CAMT Camtek

Evercore ISI

$100

Upgrades Neutral Outperform X

CCK Crown

Robert W. Baird

$85 $90

Upgrades Neutral Overweight X

CNO CNO Financial

Piper Sandler

$29

Reiterated Neutral X

COTY Coty

Citigroup

$13 $12

Initiated Buy X

DKNG DraftKings

Goldman

$60

Upgrades Neutral Sec Outperform X

DSGX Descartes

CIBC

$96.50 $101

Reiterated Buy X

ENLC EnLink Midstream

Citigroup

$13 $16

Upgrades Mkt Perform Outperform X

FBK FB Financial

Hovde Group

$40 $40.50

Upgrades Neutral Overweight X

FBK FB Financial

Piper Sandler

$38 $41

Initiated Neutral X

FICO Fair Isaac

Redburn Atlantic

$1113

Initiated In-line X

FORM FormFactor

Evercore ISI

$50

Initiated Buy X

GENI Genius Sports

Goldman

$7.50

Initiated Outperform X

GFS GlobalFoundries

Evercore ISI

$71

Upgrades Hold Buy X

GS Goldman Sachs

Argus

$465

Downgrades Buy Hold X

HIMS Hims & Hers Health

Jefferies

$17 $15

Downgrades Buy Hold X

HON Honeywell

Deutsche Bank

$227 $215

Downgrades Overweight Eq-Weight X

IAS Integral Ad Science

Morgan Stanley

$18 $12

Initiated In-line X

INTC Intel

Evercore ISI

$40

Initiated Hold X

IT Gartner

Deutsche Bank

$507

Initiated Outperform X

KLAC KLA Corporation

Evercore ISI

$800

Upgrades Eq Weight Overweight X

KR Kroger

Wells Fargo

$58 $65

Initiated Buy X

LAB Standard BioTools

TD Cowen

$3.50

Initiated Neutral X

LNG Cheniere Energy

Redburn Atlantic

$162

Downgrades Hold Sell X

LOGI Logitech Int’l SA

Deutsche Bank

Initiated Outperform X

LRCX Lam Research

Evercore ISI

$1200

Initiated Outperform X

MCHP Microchip

Evercore ISI

$106

Downgrades Outperform Neutral X

MRNS Marinus Pharmaceuticals

Robert W. Baird

$20 $2

Initiated Outperform X

MRVL Marvell

Evercore ISI

$88

Downgrades Buy Hold X

MT ArcelorMittal

Deutsche Bank

$34 $31

Initiated Outperform X

MTSI MACOM Tech

Evercore ISI

$120

Initiated Outperform X

NVDA NVIDIA

Evercore ISI

$1160

Initiated Outperform X

NVMI Nova Measuring

Evercore ISI

$210

Initiated Outperform X

NXPI NXP Semi

Evercore ISI

$300

Initiated Outperform X

ON ON Semiconductor

Evercore ISI

$104

Initiated Outperform X

ONON On

William Blair

Initiated Outperform X

ONTO Onto Innovation

Evercore ISI

$235

Initiated Hold X

PENN PENN Entertainment

The Benchmark Company

Initiated Outperform X

PI Impinj

Evercore ISI

$160

Downgrades Overweight Eq Weight X

PPC Pilgrim’s Pride

Barclays

$35 $38

Initiated In-line X

QCOM Qualcomm

Evercore ISI

$177

Upgrades Sell Neutral X

RIVN Rivian Automotive

UBS

$9

Reiterated Hold X

SAVE Spirit Airlines

TD Cowen

$5 $4

Upgrades Neutral Buy X

SNX TD Synnex

UBS

$115 $145

Initiated Outperform X

TER Teradyne

Evercore ISI

$130

Upgrades Underweight Overweight X

TSN Tyson Foods

Barclays

$53 $69

Initiated Outperform X

TXN Texas Instruments

Evercore ISI

$213

Reiterated Buy X

XNCR Xencor

BTIG Research

$56 $38