Upgrades Neutral Buy X

AAL American Airlines

Seaport Research Partners

$20

Downgrades Outperform Neutral X

ABBV AbbVie

Daiwa Securities

$180

Downgrades Buy Hold X

ACMR ACM Research

Craig Hallum

$18

Downgrades Overweight Neutral X

AEO American Eagle

JP Morgan

$27 $23

Reiterated Market Perform X

AEO American Eagle

Telsey Advisory Group

$23 $20

Initiated Equal-Weight X

AIZ Assurant

Morgan Stanley

$251

Downgrades Outperform Peer Perform X

ALLY Ally Financial

Wolfe Research

Downgrades Eq-Weight Underweight X

AMAT Applied Materials

Morgan Stanley

$179 $164

Initiated Outperform X

APG APi Group

William Blair

Reiterated Outperform X

ASO Academy Sports + Outdoors

Telsey Advisory Group

$65 $60

Initiated Sell X

BLMN Bloomin’ Brands

Goldman

$13

Upgrades Sell Neutral X

BRKR Bruker

Goldman

$60

Initiated Overweight X

BRO Brown & Brown

Morgan Stanley

$134

Initiated Buy X

CAKE Cheesecake Factory

Goldman

$56

Resumed Neutral X

CBU Community Financial System

Piper Sandler

$70

Initiated Underweight X

CHH Choice Hotels

Wells Fargo

$133

Downgrades Outperform Neutral X

CHWY Chewy

Exane BNP Paribas

Resumed Buy X

CLRB Cellectar Biosciences

Ladenburg Thalmann

$13

Downgrades Neutral Underweight X

CNX CNX Resources

JP Morgan

$31 $37

Upgrades Neutral Overweight X

COP ConocoPhillips

JP Morgan

$120 $123

Reiterated Outperform X

COST Costco

Telsey Advisory Group

$1000 $1050

Initiated Sector Perform X

COUR Coursera

Scotiabank

$9

Initiated Buy X

CW Curtiss-Wright

Deutsche Bank

$452

Reiterated Buy X

DECK Deckers Outdoor

Needham

$218 $226

Upgrades Hold Buy X

DEO Diageo plc

Jefferies

Initiated Hold X

DIS Walt Disney

Jefferies

$120

Initiated Neutral X

DRI Darden Restaurants

Goldman

$183

Initiated Sector Outperform X

DSP Viant Technology

Scotiabank

$27

Initiated Sector Outperform X

DUOL Duolingo

Scotiabank

$425

Initiated Sector Outperform X

DV DoubleVerify

Scotiabank

$24

Downgrades Overweight Neutral X

DVN Devon Energy

JP Morgan

$43

Initiated Buy X

EAT Brinker

Goldman

$150

Initiated Buy X

ERII Energy Recovery

Seaport Research Partners

$22

Downgrades Peer Perform Underperform X

F Ford Motor

Wolfe Research

Reiterated Market Perform X

FIVE Five Below

Telsey Advisory Group

$95 $115

Reiterated Market Perform X

FL Foot Locker

Telsey Advisory Group

$30 $24

Downgrades Buy Hold X

FOUR Shift4 Payments

The Benchmark Company

Downgrades Buy Neutral X

FWONA Formula One Group

Seaport Research Partners

Downgrades Buy Hold X

GRAB Grab

HSBC Securities

$4.25 $5.50

Upgrades Eq Weight Overweight X

GTES Gates Industrial

Barclays

$21 $25

Upgrades Eq-Weight Overweight X

HPE Hewlett Packard Enterprise

Morgan Stanley

$23 $28

Initiated Sector Perform X

IAS Integral Ad Science

Scotiabank

$10

Upgrades Underweight Eq Weight X

ITW Illinois Tool

Barclays

$230 $270

Initiated Equal-Weight X

KMX CarMax

Stephens

$86

Initiated Overweight X

KNSL Kinsale Capital

Morgan Stanley

$593

Upgrades Peer Perform Outperform X

MBLY Mobileye Global

Wolfe Research

Upgrades Underperform Peer Perform X

MGA Magna

Wolfe Research

Reiterated Buy X

MGNI Magnite

Needham

$17 $20

Initiated Sector Outperform X

MGNI Magnite

Scotiabank

$22

Downgrades Neutral Sell X

MRVI Maravai Life Sciences

Goldman

$4.25

Reiterated Buy X

NCNO nCino

Needham

$40 $45

Downgrades Overweight Neutral X

NCNO nCino

Piper Sandler

$38

Upgrades Neutral Sec Outperform X

NOA North American Construction Group

CIBC

Upgrades Mkt Perform Outperform X

OKTA Okta

Bernstein

$123 $129

Initiated Neutral X

OPCH Option Care Health

UBS

$26

Downgrades Eq Weight Underweight X

OTIS Otis Worldwide

Barclays

$94

Downgrades Outperform Peer Perform X

PB Prosperity Bancshares

Wolfe Research

Downgrades Eq-Weight Underweight X

PFG Principal Fincl

Morgan Stanley

$86 $80

Initiated Neutral X

PSNY Polestar Automotive Holding UK PLC

BofA Securities

$1.25

Initiated Sector Perform X

PUBM PubMatic

Scotiabank

$17

Downgrades Outperform Neutral X

RLMD Relmada Therapeutics

Mizuho

$23 $1

Upgrades Underweight Eq Weight X

ROK Rockwell Automation

Barclays

$255 $290

Downgrades Overweight Underweight X

ROP Roper

Barclays

$625 $569

Initiated Overweight X

RYAN Ryan Specialty Group

Morgan Stanley

$90

Downgrades Outperform Neutral X

SBRA Sabra Health Care REIT

Mizuho

$20

Initiated Equal-Weight X

SIGI Selective Insurance

Morgan Stanley

$105

Downgrades Overweight Neutral X

SM SM Energy

JP Morgan

$51 $53

Initiated Neutral X

TALO Talos Energy

JP Morgan

$12

Initiated Buy X

TATT TAT Technologies

The Benchmark Company

$30

Initiated Buy X

TEN TEN, Ltd.

Alliance Global Partners

$40

Initiated Equal-Weight X

THG Hanover Insurance

Morgan Stanley

$170

Downgrades Buy Neutral X

TOST Toast

DA Davidson

$44 $38

Initiated Sector Perform X

TTD The Trade Desk

Scotiabank

$133

Upgrades Sec Perform Outperform X

TTE TotalEnergies SE

RBC Capital Mkts

Initiated Neutral X

TXRH Texas Roadhouse

Goldman

$213

Initiated Sector Outperform X

UDMY Udemy

Scotiabank

$10

Downgrades Buy Neutral X

VCYT Veracyte

Goldman

$38 $37

Initiated Hold X

VFC V.F. Corp

Truist

$20

Initiated Buy X

VINP Vinci Partners

Goldman

$13

Initiated Equal Weight X

WH Wyndham Hotels & Resorts

Wells Fargo

$103

Initiated Equal-Weight X

WRB W.R. Berkley

Morgan Stanley

$65

Upgrades Outperform Strong Buy X

WTW Willis Towers Watson

Raymond James

$365 $400