Reiterated Outperform X

AAPL Apple

Bernstein

$240 $260

Downgrades Buy Neutral X

ACAD ACADIA Pharmaceuticals

Guggenheim

$23 $20

Reiterated Outperform X

AMZN Amazon

Wolfe Research

$250 $270

Downgrades Outperform Peer Perform X

BK BNY Mellon

Wolfe Research

Downgrades Outperform Peer Perform X

BMBL Bumble Inc.

Wolfe Research

Upgrades Hold Buy X

BYD Boyd Gaming

Jefferies

$73 $92

Upgrades Peer Perform Outperform X

CG Carlyle Group

Wolfe Research

$60

Upgrades Peer Perform Outperform X

CHRD Chord Energy

Wolfe Research

$155

Upgrades Neutral Positive X

CHRW C.H. Robinson

Susquehanna

$115 $130

Upgrades Peer Perform Outperform X

CHWY Chewy

Wolfe Research

Downgrades Outperform Neutral X

CMC Commercial Metals

Exane BNP Paribas

Upgrades Underperform Peer Perform X

DK Delek US Holdings

Wolfe Research

Initiated Outperform X

DNLI Denali Therapeutics

William Blair

Upgrades Peer Perform Outperform X

DVN Devon Energy

Wolfe Research

$45

Initiated Outperform X

ELEV Elevation Oncology

William Blair

Upgrades Peer Perform Outperform X

EOG EOG Resources

Wolfe Research

$143

Upgrades Peer Perform Outperform X

FANG Diamondback Energy

Wolfe Research

$190

Upgrades Hold Buy X

FNF Fidelity National

Deutsche Bank

Upgrades Peer Perform Outperform X

GPOR Gulfport Energy

Wolfe Research

$207

Upgrades Neutral Positive X

HUBG Hub Group

Susquehanna

$55

Downgrades Outperform Peer Perform X

IMO Imperial Oil

Wolfe Research

Downgrades Outperform Peer Perform X

IMVT Immunovant Sciences

Wolfe Research

Downgrades Outperform Mkt Perform X

INTA Intapp

Raymond James

Upgrades Neutral Positive X

JBHT J.B. Hunt Transport

Susquehanna

$200

Upgrades Peer Perform Outperform X

JPM JPMorgan Chase

Wolfe Research

$269

Upgrades Neutral Positive X

KNX Knight-Swift

Susquehanna

$48 $67

Downgrades Outperform Peer Perform X

LAZ Lazard

Wolfe Research

Initiated Buy X

LB LandBridge

Goldman

$71

Reiterated Buy X

LPTH LightPath

H.C. Wainwright

$3 $5

Upgrades Hold Buy X

LVS Las Vegas Sands

Jefferies

$60 $69

Reiterated Outperform X

META Meta Platforms

Wolfe Research

$670 $730

Upgrades Peer Perform Outperform X

MTDR Matador Resources

Wolfe Research

$72

Reiterated Outperform X

NET Cloudflare

RBC Capital Mkts

$99 $123

Reiterated Sell X

NFLX Netflix

The Benchmark Company

$555 $720

Reiterated Buy X

OPTN OptiNose

H.C. Wainwright

$5 $18

Upgrades Neutral Outperform X

PHM PulteGroup

Wedbush

$135

Downgrades Buy Neutral X

POR Portland Gen Elec

UBS

$52 $47

Upgrades Peer Perform Outperform X

PSX Phillips 66

Wolfe Research

$143

Upgrades Underweight Eq Weight X

RHI Robert Half

Barclays

$60 $80

Downgrades Strong Buy Outperform X

RNG RingCentral

Raymond James

$50 $45

Upgrades Peer Perform Outperform X

RRC Range Resources

Wolfe Research

$42

Downgrades Buy Hold X

RRR Red Rock Resorts

Jefferies

$64 $51

Upgrades Peer Perform Outperform X

SHEL Shell plc

Wolfe Research

$80

Upgrades Mkt Perform Outperform X

SQ Block

Raymond James

$115

Upgrades Neutral Outperform X

STLD Steel Dynamics

Exane BNP Paribas

Reiterated Buy X

TCOM Trip.com Group

Citigroup

$73 $78

Downgrades Outperform Mkt Perform X

VERX Vertex

Raymond James

Upgrades Negative Neutral X

WERN Werner Enterprises

Susquehanna

$38

Upgrades Mkt Perform Outperform X

WK Workiva

Raymond James

$135