Reiterated Buy X

ACGL Arch Capital

ROTH MKM

$110 $125

Resumed Overweight X

ADSK Autodesk

Morgan Stanley

$305

Reiterated Buy X

AMSWA American Software

Maxim Group

$16 $17

Downgrades Outperform Mkt Perform X

BIDU Baidu

Bernstein

$130 $97

Upgrades Eq Weight Overweight X

BILI Bilibili

Barclays

$14 $19

Downgrades Buy Neutral X

BILL Bill.com

Goldman

$86 $54

Upgrades Eq Weight Overweight X

BJ BJ’s Wholesale

Wells Fargo

$75 $92

Reiterated Outperform X

BURL Burlington Stores

Telsey Advisory Group

$270 $300

Reiterated Neutral X

CAVA CAVA Group

Citigroup

$93 $115

Resumed Overweight X

CHWY Chewy

Piper Sandler

$35

Resumed Overweight X

CROX Crocs

Piper Sandler

$170

Reiterated Outperform X

CSIQ Canadian Solar

Oppenheimer

$43 $27

Resumed Neutral X

DECK Deckers Outdoor

Piper Sandler

$1000

Resumed Neutral X

EQT EQT Corp.

Citigroup

$37

Resumed Neutral X

ETSY Etsy

Piper Sandler

$56

Resumed Neutral X

FL Foot Locker

Piper Sandler

$30

Upgrades Peer Perform Outperform X

GLPI Gaming and Leisure Properties

Wolfe Research

$57

Upgrades Underweight Eq Weight X

HE Hawaiian Electric

Wells Fargo

$14

Reiterated Overweight X

HPQ HP Inc.

JP Morgan

$38 $42

Reiterated Outperform X

INTU Intuit

BMO Capital Markets

$700 $760

Downgrades Buy Hold X

IQ iQIYI

The Benchmark Company

Resumed Buy X

LFMD LifeMD

B. Riley Securities

$11

Resumed Neutral X

LULU lululemon athletica

Piper Sandler

$250

Downgrades Buy Neutral X

LVS Las Vegas Sands

UBS

$70 $49

Upgrades Reduce Neutral X

LYFT Lyft

Nomura

Downgrades Outperform Underperform X

MODG Topgolf Callaway Brands

Raymond James

Resumed Neutral X

NKE NIKE

Piper Sandler

$80

Resumed Overweight X

ONON On

Piper Sandler

$52

Downgrades Overweight Neutral X

PTON Peloton

JP Morgan

$7 $5

Reiterated Market Perform X

PTON Peloton

Telsey Advisory Group

$4 $5

Upgrades Neutral Buy X

ROKU Roku

Guggenheim

$75

Reiterated Market Perform X

ROST Ross Stores

Telsey Advisory Group

$160 $175

Reiterated Buy X

RRGB Red Robin Gourmet

Lake Street

$17 $16

Resumed Overweight X

RVLV Revolve Group

Piper Sandler

$30

Resumed Neutral X

SHOO Steven Madden

Piper Sandler

$45

Upgrades Reduce Hold X

SNOW Snowflake

HSBC Securities

$119 $121

Reiterated Neutral X

ULTA Ulta Beauty

Citigroup

$400 $375

Initiated Buy X

VREX Varex Imaging

B. Riley Securities

$21

Upgrades Sec Perform Outperform X

WLK Westlake Corporation

RBC Capital Mkts

$157 $174

Upgrades Mkt Perform Mkt Outperform X

WRBY Warby Parker

JMP Securities

$20

Resumed Overweight X

WRBY Warby Parker

Piper Sandler

$18

Reiterated Outperform X

WSM Williams-Sonoma

Telsey Advisory Group

$170 $165

Resumed Overweight X

WWW Wolverine

Piper Sandler

$18