Downgrades Buy Neutral X

AGEN Agenus

H.C. Wainwright

$9

Downgrades Outperform Mkt Perform X

AGEN Agenus

William Blair

Upgrades Mkt Perform Outperform X

ALL Allstate

BMO Capital Markets

$190 $191

Resumed Outperform X

APA APA Corp.

Wolfe Research

$42

Initiated Peer Perform X

AR Antero Resources

Wolfe Research

Resumed Outperform X

BP BP

Wolfe Research

$57

Resumed Outperform X

CHK Chesapeake Energy

Wolfe Research

$110

Initiated Peer Perform X

CHRD Chord Energy

Wolfe Research

Resumed Outperform X

CIVI Civitas Resources

Wolfe Research

$90

Resumed Peer Perform X

CNQ Canadian Natrl Res

Wolfe Research

Initiated Outperform X

CNTA Centessa Pharmaceuticals

Oppenheimer

$14

Resumed Outperform X

COP ConocoPhillips

Wolfe Research

$145

Resumed Outperform X

CRGY Crescent Energy Company

Wolfe Research

$16

Initiated Peer Perform X

CRK Comstock

Wolfe Research

Downgrades Neutral Sell X

CRWD CrowdStrike

Redburn Atlantic

$380 $275

Resumed Outperform X

CTRA Coterra Energy

Wolfe Research

$35

Downgrades Eq-Weight Underweight X

CURV Torrid

Morgan Stanley

$5

Resumed Peer Perform X

CVX Chevron

Wolfe Research

Initiated Peer Perform X

DINO HF Sinclair

Wolfe Research

Resumed Underperform X

DK Delek US Holdings

Wolfe Research

$19

Downgrades Eq Weight Underweight X

DOCS Doximity

Wells Fargo

$27 $19

Initiated Peer Perform X

DVN Devon Energy

Wolfe Research

Upgrades Neutral Outperform X

ELF e.l.f. Beauty

Robert W. Baird

$210 $230

Downgrades Buy Neutral X

ELV Elevance Health

BofA Securities

$646 $530

Downgrades Buy Neutral X

ENV Envestnet

DA Davidson

$78 $63

Resumed Peer Perform X

EOG EOG Resources

Wolfe Research

Resumed Outperform X

EQT EQT Corp.

Wolfe Research

$51

Initiated Peer Perform X

FANG Diamondback Energy

Wolfe Research

Downgrades Strong Buy Outperform X

FHN First Horizon

Raymond James

$18

Downgrades Buy Hold X

FIVE Five Below

Deutsche Bank

$155 $79

Downgrades Eq-Weight Underweight X

FL Foot Locker

Morgan Stanley

$24 $18

Upgrades Hold Buy X

FTNT Fortinet

TD Cowen

$75

Resumed Outperform X

FUN Six Flags Entertainment

Macquarie

$64

Initiated Buy X

FYBR Frontier Communications Parent

UBS

$33

Initiated Overweight X

GO Grocery Outlet

Wells Fargo

$28

Initiated Peer Perform X

GPOR Gulfport Energy

Wolfe Research

Upgrades Eq-Weight Overweight X

GPS Gap

Morgan Stanley

$27 $29

Resumed Peer Perform X

HES Hess

Wolfe Research

Downgrades Buy Hold X

HUBG Hub Group

TD Cowen

$50 $43

Resumed Outperform X

IMO Imperial Oil

Wolfe Research

$108

Initiated Buy X

LCII LCI Industries

The Benchmark Company

$130

Downgrades Hold Sell X

LESL Leslie’s

Stifel

$5.25 $2.50

Reiterated Market Perform X

LESL Leslie’s

Telsey Advisory Group

$6 $4

Initiated Outperform X

MGY Magnolia Oil & Gas

Wolfe Research

$32

Downgrades Overweight Neutral X

MLCO Melco Resorts & Entertainment

JP Morgan

$10 $7

Initiated Outperform X

MPC Marathon Petroleum

Wolfe Research

$200

Initiated Peer Perform X

MTDR Matador Resources

Wolfe Research

Resumed Peer Perform X

MUR Murphy Oil

Wolfe Research

Downgrades Buy Hold X

NARI Inari

Needham

Resumed Outperform X

OVV Ovintiv

Wolfe Research

$65

Resumed Outperform X

OXY Occidental Petro

Wolfe Research

$81

Downgrades Buy Neutral X

PANW Palo Alto Networks

Redburn Atlantic

$350 $325

Resumed Peer Perform X

PBF PBF Energy

Wolfe Research

Initiated Neutral X

PD PagerDuty

Goldman

$24

Initiated Overweight X

PI Impinj

Cantor Fitzgerald

$205

Downgrades Overweight Neutral X

PNFP Pinnacle Finl

Piper Sandler

$95 $98

Initiated Peer Perform X

PR Permian Resources

Wolfe Research

Resumed Peer Perform X

PSX Phillips 66

Wolfe Research

Downgrades Outperform Mkt Perform X

PYPL PayPal

William Blair

Resumed Peer Perform X

RRC Range Resources

Wolfe Research

Resumed Peer Perform X

SHEL Shell plc

Wolfe Research

Downgrades Outperform Perform X

SPXC SPX Technologies

Oppenheimer

Upgrades Mkt Perform Outperform X

SQ Block

William Blair

Resumed Outperform X

SU Suncor Energy

Wolfe Research

$68

Resumed Peer Perform X

SWN Southwestern Energy

Wolfe Research

Downgrades Eq Weight Underweight X

TAP Molson Coors Brewing

Barclays

$55 $47

Downgrades Outperform Mkt Perform X

TER Teradyne

Northland Capital

Initiated Hold X

THO Thor Industries

The Benchmark Company

Upgrades Neutral Outperform X

TOST Toast

Mizuho

$21 $33

Reiterated Hold X

TSM Taiwan Semiconductor Manufacturing

TD Cowen

$130 $170

Resumed Outperform X

TTE TotalEnergies SE

Wolfe Research

$87

Downgrades Overweight Neutral X

TXG 10x Genomics

JP Morgan

$40 $20

Initiated Buy X

UMH UMH Properties

Alliance Global Partners

$21

Upgrades Neutral Buy X

VFC V.F. Corp

Citigroup

$11 $20

Reiterated Market Perform X

VFC V.F. Corp

Telsey Advisory Group

$13 $15

Resumed Outperform X

VLO Valero Energy

Wolfe Research

$177

Initiated Buy X

WGO Winnebago

The Benchmark Company

$75

Resumed Outperform X

XOM Exxon Mobil

Wolfe Research

$146