Resumed Neutral X

AA Alcoa

JP Morgan

$32 $36

Upgrades Underweight Eq-Weight X

ABG Asbury Automotive

Morgan Stanley

$190 $240

Upgrades Eq-Weight Overweight X

AN AutoNation

Morgan Stanley

$145 $200

Initiated Outperform X

APO Apollo Global Management

Wolfe Research

$139

Initiated Outperform X

AROC Archrock

Evercore ISI

$24

Resumed Equal-Weight X

BILI Bilibili

Morgan Stanley

$15 $20

Upgrades Eq Weight Overweight X

BKR Baker Hughes

Wells Fargo

$40 $42

Initiated Underperform X

CDNS Cadence Design

Oppenheimer

$225

Initiated Outperform X

CIFR Cipher Mining

Macquarie

$6

Initiated Outperform X

CIFR Cipher Mining

Northland Capital

$6

Initiated Outperform X

CLSK CleanSpark

Macquarie

$20

Initiated Outperform X

CORZ Core Scientific

Macquarie

$16

Upgrades Mkt Perform Outperform X

DASH DoorDash

Keefe Bruyette

$177

Upgrades Mkt Perform Outperform X

DNN Denison Mines

BMO Capital Markets

Reiterated Buy X

DUOL Duolingo

Needham

$245 $310

Downgrades Neutral Underweight X

EC Ecopetrol

JP Morgan

$12 $8.50

Downgrades Buy Hold X

EXPE Expedia Group

TD Cowen

$130 $150

Downgrades Overweight Eq-Weight X

F Ford Motor

Morgan Stanley

$16 $12

Downgrades Buy Hold X

FTRE Fortrea

Jefferies

$25 $21

Downgrades Eq-Weight Underweight X

GM General Motors

Morgan Stanley

$47 $42

Upgrades Eq-Weight Overweight X

GPI Group 1 Auto

Morgan Stanley

$285 $430

Reiterated Buy X

GPN Global Payments

B. Riley Securities

$204 $194

Downgrades Buy Neutral X

GPN Global Payments

BTIG Research

Reiterated Buy X

GPN Global Payments

Monness Crespi & Hardt

$165 $155

Downgrades Buy Neutral X

GPN Global Payments

Seaport Research Partners

Downgrades Outperform Mkt Perform X

GPN Global Payments

William Blair

Downgrades Buy Neutral X

HBT HBT Financial

DA Davidson

$26 $24

Upgrades Eq Weight Overweight X

HPE Hewlett Packard Enterprise

Barclays

$20 $24

Initiated Perform X

ICHR ICHOR Corporation

Oppenheimer

Initiated Perform X

KLAC KLA Corporation

Oppenheimer

Upgrades Neutral Buy X

LNW Light & Wonder

UBS

Initiated Outperform X

MARA Marathon Digital Holdings

Macquarie

$22

Downgrades Buy Hold X

MEDP Medpace

Jefferies

$415 $345

Downgrades Overweight Eq-Weight X

MGA Magna

Morgan Stanley

$55 $43

Resumed Outperform X

MGRC McGrath RentCorp

Oppenheimer

$120

Downgrades Overweight Neutral X

MNSO Miniso Group

JP Morgan

Downgrades Eq Weight Underweight X

NOV NOV Inc.

Wells Fargo

$20 $16

Upgrades Sec Underperform Sec Perform X

OMAB Grupo Aeroportuario

Scotiabank

Initiated Outperform X

ONTO Onto Innovation

Oppenheimer

$260

Downgrades Buy Neutral X

OSBC Old Second Bancorp Inc.

DA Davidson

$19 $17

Downgrades Sec Outperform Sec Perform X

PAC Grupo Aeroportuario del Pacifico

Scotiabank

$224 $185

Upgrades Underweight Overweight X

PAG Penske Auto

Morgan Stanley

$115 $180

Upgrades Neutral Overweight X

PBR Petrobras

JP Morgan

$16.50 $19

Initiated Outperform X

POR Portland Gen Elec

Evercore ISI

$54

Initiated Outperform X

RIOT Riot Platforms

Macquarie

$15

Downgrades Overweight Eq-Weight X

RIVN Rivian Automotive

Morgan Stanley

$16 $13

Upgrades Underweight Eq-Weight X

SAH Sonic Automotive

Morgan Stanley

$40 $58

Initiated Buy X

SLM Sallie Mae

BofA Securities

$27

Downgrades Overweight Eq-Weight X

TME Tencent Music

Morgan Stanley

$13

Reiterated Overweight X

TSLA Tesla

Piper Sandler

$300 $310

Downgrades Neutral Underweight X

TSN Tyson Foods

Piper Sandler

$57 $50

Downgrades Buy Hold X

TXT Textron

TD Cowen

$103 $95

Initiated Outperform X

UCTT Ultra Clean Holdings

Oppenheimer

$70

Downgrades Outperform In-line X

UNP Union Pacific

Evercore ISI

$254 $247

Reiterated Hoard X

WUBIX Wubistics

G. William Miller Research