Upgrades Neutral Buy X

AA Alcoa

BofA Securities

$43 $52

Downgrades Overweight Eq Weight X

APTV Aptiv

Fox Advisors

Downgrades Overweight Underweight X

AR Antero Resources

Wells Fargo

$34 $25

Upgrades Neutral Buy X

BDX Becton Dickinson

Citigroup

$255 $275

Upgrades Neutral Buy X

BIO Bio-Rad Labs

Citigroup

$350 $400

Downgrades Overweight Eq Weight X

BPOP Popular

Wells Fargo

$115 $105

Upgrades Neutral Buy X

BUD Anheuser-Busch InBev

Citigroup

Downgrades Buy Neutral X

CDW CDW

Citigroup

$250 $245

Upgrades Hold Buy X

CLX Clorox

Jefferies

$174 $187

Downgrades Hold Sell X

CNX CNX Resources

Tudor, Pickering, Holt & Co.

Upgrades Neutral Positive X

COHR Coherent

Susquehanna

$120

Downgrades Neutral Sell X

CRL Charles River

Citigroup

$215 $175

Upgrades Eq Weight Overweight X

CTRE CareTrust REIT

Wells Fargo

$28 $34

Initiated Outperform X

CWEN Clearway Energy

Exane BNP Paribas

$36

Upgrades Neutral Buy X

DDOG Datadog

DA Davidson

$115 $140

Initiated Overweight X

DHR Danaher

Stephens

$315

Upgrades Neutral Outperform X

DIN Dine Brands

Wedbush

$34 $47

Downgrades Outperform Mkt Perform X

DIS Walt Disney

Raymond James

Downgrades Buy Hold X

EAT Brinker

Argus

Initiated Outperform X

EEFT Euronet

Oppenheimer

$121

Initiated Buy X

EFX Equifax

UBS

$360

Upgrades Neutral Buy X

F Ford Motor

Goldman

$12 $13

Resumed Outperform X

FI Fiserv

Oppenheimer

$170 $203

Downgrades Eq Weight Underweight X

FIBK First Interstate Bancsystem

Wells Fargo

$30 $28

Initiated Neutral X

FICO Fair Isaac

UBS

$2100

Resumed Perform X

FIS Fidelity Nat’l Info

Oppenheimer

Downgrades Buy Neutral X

FLNC Fluence

Citigroup

$32 $24

Downgrades Buy Neutral X

FNV Franco-Nevada

BofA Securities

$142 $139

Initiated Outperform X

FOUR Shift4 Payments

Oppenheimer

$109

Downgrades Strong Buy Mkt Perform X

FSLY Fastly

Raymond James

Downgrades Overweight Eq Weight X

GD General Dynamics

Wells Fargo

$334 $317

Initiated Buy X

GOOG Alphabet

Pivotal Research Group

$215

Resumed Perform X

GPN Global Payments

Oppenheimer

Downgrades Mkt Outperform Mkt Perform X

GRTS Gritstone bio

JMP Securities

Downgrades Buy Hold X

HIW Highwoods Prop

Deutsche Bank

$35

Downgrades Buy Neutral X

HOLX Hologic

Citigroup

$95 $85

Downgrades Buy Neutral X

HPQ HP Inc.

Citigroup

$37

Downgrades Neutral Underweight X

IGMS IGM Biosciences

JP Morgan

$12 $9

Downgrades Buy Hold X

IGMS IGM Biosciences

Truist

$24 $12

Resumed Perform X

IMXI International Money Express

Oppenheimer

Initiated Outperform X

INCY Incyte

Wolfe Research

$84

Downgrades Overweight Neutral X

IPG Interpublic

JP Morgan

$36 $33

Resumed Outperform X

JKHY Jack Henry

Oppenheimer

$181 $206

Initiated Mkt Perform X

LCII LCI Industries

Raymond James

Initiated Neutral X

LH Labcorp Holdings Inc.

Piper Sandler

$235

Initiated Overweight X

LTM LATAM Airlines

Morgan Stanley

$40

Reiterated Overweight X

LULU lululemon athletica

Morgan Stanley

$326 $314

Resumed Outperform X

MA Mastercard

Oppenheimer

$591

Initiated Buy X

META Meta Platforms

Pivotal Research Group

$780

Downgrades Eq Weight Underweight X

MGY Magnolia Oil & Gas

Wells Fargo

$26 $22

Initiated Perform X

ML MoneyLion

Oppenheimer

Downgrades Positive Neutral X

MXL MaxLinear

Susquehanna

$15

Initiated Underperform X

NEP NextEra Energy Partners

Exane BNP Paribas

$15

Downgrades Hold Sell X

NFE New Fortress Energy

Deutsche Bank

$21 $7.60

Reiterated Overweight X

NFLX Netflix

KeyBanc Capital Markets

$735 $760

Downgrades Overweight Eq Weight X

NHI National Health

Wells Fargo

$81 $86

Resumed Perform X

NYAX Nayax Ltd.

Oppenheimer

Downgrades Outperform Mkt Perform X

PAGS PagSeguro Digital

Itau BBA

Initiated Outperform X

PATK Patrick Industries

Raymond James

$160

Initiated Outperform X

PGY Pagaya

Oppenheimer

$12

Downgrades Overweight Eq Weight X

PNFP Pinnacle Finl

Wells Fargo

$100

Resumed Perform X

PYPL PayPal

Oppenheimer

Upgrades Sell Neutral X

ROKU Roku

MoffettNathanson

$80

Upgrades Eq Weight Overweight X

RRC Range Resources

Wells Fargo

$35 $39

Downgrades Strong Buy Mkt Perform X

SATS EchoStar

Raymond James

Upgrades Eq Weight Overweight X

SBRA Sabra Health Care REIT

Wells Fargo

$16 $20

Initiated Outperform X

SN SharkNinja

Oppenheimer

$120

Initiated Hold X

SNOW Snowflake

Argus

Downgrades Overweight Eq Weight X

SNV Synovus

Wells Fargo

$48 $46

Resumed Perform X

SQ Block

Oppenheimer

Upgrades Neutral Buy X

STLD Steel Dynamics

BofA Securities

$140 $155

Downgrades Buy Neutral X

STTK Shattuck Labs

H.C. Wainwright

Upgrades Mkt Perform Outperform X

TEAM Atlassian

Raymond James

$200

Downgrades Overweight Eq-Weight X

TFII TFI International

Stephens

$176 $149

Initiated Overweight X

TMO Thermo Fisher

Stephens

$680

Initiated Neutral X

TRU TransUnion

UBS

$110

Reiterated Buy X

TTD The Trade Desk

Needham

$115 $125

Upgrades Sell Neutral X

TTEC TTEC Holdings

Guggenheim

Resumed Outperform X

V Visa

Oppenheimer

$289 $318

Upgrades Eq Weight Overweight X

VTR Ventas

Wells Fargo

$61 $71

Initiated Buy X

XENE Xenon Pharmaceuticals

H.C. Wainwright

$53