Initiated Neutral X

AAN The Aaron’s Company

BTIG Research

Initiated Equal-Weight X

AER AerCap

Morgan Stanley

$103

Initiated Neutral X

AFRM Affirm

BTIG Research

Initiated Buy X

ALLY Ally Financial

BTIG Research

$51

Initiated Overweight X

ARCB ArcBest

Wells Fargo

$140

Initiated Buy X

ATLC Atlanticus

BTIG Research

$45

Initiated Neutral X

AXP American Express

BTIG Research

Downgrades Outperform Mkt Perform X

BBCP Concrete Pumping

William Blair

Initiated Neutral X

BFH Bread Financial

BTIG Research

Reiterated Market Perform X

BIG Big Lots

Telsey Advisory Group

$5 $2.50

Downgrades Overweight Eq Weight X

BMEA Biomea Fusion

Barclays

$30 $5

Upgrades Mkt Perform Mkt Outperform X

CARG CarGurus

JMP Securities

$30

Initiated Neutral X

CC Chemours

Mizuho

$25

Upgrades Neutral Buy X

CDW CDW

Northcoast

Initiated Equal Weight X

CHRW C.H. Robinson

Wells Fargo

$94

Initiated Equal Weight X

CNI Canadian Nat’l Rail

Wells Fargo

$130

Initiated Neutral X

COF Capital One

BTIG Research

Upgrades Hold Buy X

COLL Collegium Pharmaceutical

Jefferies

$41 $44

Initiated Overweight X

CP Canadian Pacific Kansas City Ltd.

Wells Fargo

$90

Initiated Neutral X

CRL Charles River

Mizuho

$235

Initiated Neutral X

CRMT America’s Car-Mart

BTIG Research

Initiated Equal Weight X

CSX CSX

Wells Fargo

$35

Initiated Buy X

DAVE Dave, Inc.

B. Riley Securities

$60

Initiated Buy X

DCBO Docebo

Craig Hallum

$58

Initiated Neutral X

DFS Discover Financial Services

BTIG Research

Initiated Neutral X

FCFS FirstCash

BTIG Research

Initiated Equal Weight X

FDX FedEx

Wells Fargo

$275

Downgrades Overweight Eq-Weight X

GEN Gen Digital

Morgan Stanley

$28 $27

Initiated Overweight X

GXO GXO Logistics

Wells Fargo

$58

Downgrades Overweight Neutral X

HALO Halozyme Therapeutics

Piper Sandler

$48 $51

Upgrades Hold Buy X

HPE Hewlett Packard Enterprise

Argus

Initiated Neutral X

HRI Herc Holdings

JP Morgan

$155

Upgrades Underweight Overweight X

HUN Huntsman

JP Morgan

$22 $27

Initiated Outperform X

IFF Intl Flavors

Oppenheimer

$116

Upgrades Eq Weight Overweight X

ING ING Groep

Barclays

Initiated Overweight X

JBHT J.B. Hunt Transport

Wells Fargo

$185

Initiated Overweight X

KNX Knight-Swift

Wells Fargo

$56

Initiated Buy X

LC Lending Club

BTIG Research

$12

Initiated Market Outperform X

LEGH Legacy Housing

CJS Securities

$33

Initiated Neutral X

LPRO Open Lending

BTIG Research

Upgrades Underperform Buy X

LYFT Lyft

BofA Securities

$15 $20

Upgrades Eq Weight Overweight X

LYFT Lyft

Fox Advisors

Upgrades Hold Buy X

LYFT Lyft

Gordon Haskett

$17 $20

Upgrades Hold Buy X

LYFT Lyft

Loop Capital

$20

Upgrades Sell Hold X

MD Pediatrix Medical Group

Deutsche Bank

$8

Upgrades Neutral Buy X

MMM 3M

BofA Securities

$105 $120

Reiterated Outperform X

MSFT Microsoft

Oppenheimer

$450 $500

Downgrades Neutral Underweight X

MTN Vail Resorts

JP Morgan

$217 $176

Initiated Overweight X

NSC Norfolk Southern

Wells Fargo

$270

Initiated Underweight X

ODFL Old Dominion

Wells Fargo

$175

Initiated Neutral X

OMF OneMain Holdings

BTIG Research

Reiterated Outperform X

ONON On

Telsey Advisory Group

$40 $47

Initiated Neutral X

PRG PROG Holdings

BTIG Research

Initiated Buy X

RGNX REGENXBIO

Goldman

$38

Initiated Neutral X

RM Regional Mgmt

BTIG Research

Initiated Equal Weight X

SAIA Saia

Wells Fargo

$445

Upgrades Neutral Buy X

SKX Skechers USA

BofA Securities

$71 $87

Initiated Equal Weight X

SNDR Schneider National

Wells Fargo

$23

Resumed Neutral X

SOFI SoFi Technologies

BTIG Research

Upgrades Hold Buy X

SUN Sunoco LP

Stifel

$62

Initiated Buy X

SYF Synchrony Financial

BTIG Research

$60

Initiated Outperform X

THRD Third Harmonic Bio

Raymond James

$18

Initiated Neutral X

TROX Tronox

Mizuho

$22

Upgrades Neutral Buy X

TWO Two Harbors Investment

UBS

$14.50

Upgrades Neutral Buy X

UL Unilever PLC

Redburn Atlantic

Initiated Overweight X

UNP Union Pacific

Wells Fargo

$270

Initiated Overweight X

UPS UPS

Wells Fargo

$156

Initiated Sell X

UPST Upstart

BTIG Research

$14

Initiated Overweight X

URI United Rentals

JP Morgan

$780

Reiterated Market Perform X

VSCO Victoria’s Secret

Telsey Advisory Group

$20 $24

Initiated Underweight X

WERN Werner Enterprises

Wells Fargo

$38

Downgrades Buy Hold X

XOM Exxon Mobil

Truist

$146 $124

Initiated Overweight X

XPO XPO, Inc.

Wells Fargo

$125