Initiated Neutral X

AAON AAON

Robert W. Baird

$100

Reiterated Overweight X

AAPL Apple

JP Morgan

$245 $265

Downgrades Buy Hold X

AGNC AGNC Investment

Maxim Group

Upgrades Reduce Hold X

AKAM Akamai Tech

HSBC Securities

$96

Reiterated Buy X

ALK Alaska Air

TD Cowen

$58 $51

Upgrades Hold Buy X

AOS A.O. Smith

Stifel

$97 $98

Downgrades Outperform Neutral X

ARE Alexandria RE

Wedbush

$140 $130

Downgrades Buy Hold X

ATHM Autohome

The Benchmark Company

Initiated Overweight X

BHVN Biohaven

Morgan Stanley

$58

Reiterated Outperform X

BOKF BOK Financial

Hovde Group

$106 $122

Downgrades Buy Neutral X

BOOT Boot Barn Holdings

UBS

$140 $125

Downgrades Eq Weight Underweight X

BWXT BWX Technologies

Barclays

$75 $90

Reiterated Outperform X

CADE Cadence Bank

Hovde Group

$33 $36.50

Downgrades Overweight Neutral X

CADE Cadence Bank

Piper Sandler

$33 $34

Reiterated Outperform X

CBNK Capital Bancorp

Hovde Group

$26 $28

Downgrades Outperform Mkt Perform X

CBU Community Financial System

Raymond James

Reiterated Market Perform X

CCBG Capital City Bank

Hovde Group

$30 $37

Downgrades Buy Hold X

CL Colgate-Palmolive

Jefferies

$103 $95

Reiterated Buy X

CMCSA Comcast

Pivotal Research Group

$48 $47

Downgrades Buy Hold X

CNC Centene

Jefferies

$83 $69

Reiterated Buy X

COCO The Vita Coco Company

Jefferies

$35 $31

Upgrades Sec Perform Outperform X

EL Estee Lauder

RBC Capital Mkts

$131

Reiterated Buy X

ENPH Enphase Energy

Canaccord Genuity

$150 $140

Reiterated Outperform X

FBP First Bancorp

Hovde Group

$21 $25

Downgrades Accumulate Hold X

FIVE Five Below

Gordon Haskett

Reiterated Market Perform X

FND Floor & Decor

Telsey Advisory Group

$110 $100

Initiated Buy X

FROG JFrog

TD Cowen

$50

Resumed Equal Weight X

FTRE Fortrea

Barclays

$30

Downgrades Overweight Eq-Weight X

GM General Motors

Morgan Stanley

$46 $47

Reiterated Buy X

GOOGL Alphabet A

Guggenheim

$195 $205

Reiterated Outperform X

GOOGL Alphabet A

Mizuho

$205 $210

Reiterated Overweight X

GOOGL Alphabet A

Piper Sandler

$200 $206

Reiterated Outperform X

GOOGL Alphabet A

RBC Capital Mkts

$200 $204

Reiterated Buy X

GOOGL Alphabet A

Truist

$190 $196

Reiterated Neutral X

GOOGL Alphabet A

UBS

$200 $204

Reiterated Equal Weight X

GOOGL Alphabet A

Wells Fargo

$187 $190

Initiated Buy X

IMAX IMAX

Seaport Research Partners

$23

Upgrades Hold Buy X

INVH Invitation Homes

Deutsche Bank

$35 $41

Upgrades Mkt Perform Outperform X

IONS Ionis Pharma

Leerink Partners

$53 $62

Downgrades Buy Hold X

IQV IQVIA

Jefferies

$266 $242

Initiated Buy X

LB LandBridge

Johnson Rice

$35

Upgrades Hold Buy X

LMT Lockheed Martin

TD Cowen

$480 $560

Upgrades Neutral Buy X

MBUU Malibu Boats

DA Davidson

$45

Downgrades Outperform Mkt Perform X

MCO Moody’s

BMO Capital Markets

$482 $455

Initiated Strong Buy X

MHO M/I Homes

Raymond James

$200

Initiated Buy X

MNMD MindMed

ROTH MKM

$36

Upgrades Neutral Buy X

MSGE Madison Square Garden Entertainment

Goldman

$41 $45

Initiated Outperform X

MTH Meritage

Raymond James

$220

Downgrades Outperform Mkt Perform X

NBTB NBT Bancorp

Raymond James

Reiterated Buy X

NXPI NXP Semi

TD Cowen

$330 $310

Reiterated Outperform X

ORRF Orrstown Financial Services

Hovde Group

$33 $37

Downgrades Buy Hold X

PG Procter & Gamble

Jefferies

$182 $175

Downgrades Buy Neutral X

PII Polaris Industries

Longbow

Downgrades Buy Neutral X

QTWO Q2 Holdings

DA Davidson

$65 $76

Reiterated Buy X

RIOT Riot Platforms

Needham

$15 $13

Downgrades Overweight Eq Weight X

RRR Red Rock Resorts

Wells Fargo

$63 $64

Reiterated Outperform X

SHW Sherwin-Williams

Evercore ISI

$360 $365

Reiterated Market Perform X

SMBK SmartFinancial

Hovde Group

$24 $28

Downgrades Overweight Neutral X

SMBK SmartFinancial

Piper Sandler

$26 $28

Initiated Buy X

SNN Smith & Nephew

Deutsche Bank

Upgrades Hold Buy X

SPOT Spotify

DZ Bank

$375

Upgrades Neutral Buy X

SPOT Spotify

Goldman

$320 $425

Reiterated Buy X

SPOT Spotify

Pivotal Research Group

$400 $460

Reiterated Buy X

STX Seagate Tech

TD Cowen

$110 $135

Reiterated Outperform X

SYBT Stock Yards Bancorp

Hovde Group

$53 $68

Downgrades Buy Hold X

TEL TE Connectivity

HSBC Securities

$162

Downgrades Buy Neutral X

TFC Truist

Citigroup

$45 $47

Initiated Outperform X

TMHC Taylor Morrison Home

Raymond James

$75

Downgrades Overweight Neutral X

TSLA Tesla

Cantor Fitzgerald

$230 $245

Reiterated Neutral X

TSLA Tesla

Citigroup

$274 $258

Reiterated Neutral X

TSLA Tesla

Goldman

$248 $230

Downgrades Buy Neutral X

TSLA Tesla

New Street

$225

Reiterated Overweight X

TSLA Tesla

Piper Sandler

$205 $300

Reiterated Hold X

TSLA Tesla

Truist

$162 $215

Downgrades Overweight Neutral X

ULTA Ulta Beauty

Piper Sandler

$494 $404

Reiterated Dirty X

WAYNE Wayne Enterprises

Jack Powers Capital

$12,634

Downgrades Buy Neutral X

WNEB Western New England Bancorp

Seaport Research Partners