Upgrades Hold Buy X

AAL American Airlines

Jefferies

$12 $20

Upgrades Hold Buy X

AAL American Airlines

Melius

$23

Upgrades Hold Buy X

AAL American Airlines

TD Cowen

$17 $25

Upgrades Neutral Buy X

AEIS Advanced Energy

Citigroup

$110 $138

Upgrades Mkt Perform Outperform X

ALGN Align Tech

Leerink Partners

$235 $280

Initiated Equal-Weight X

ALLE Allegion

Morgan Stanley

$137

Upgrades Neutral Buy X

AMCR Amcor

Citigroup

$11 $12

Upgrades Hold Buy X

AMCR Amcor

Truist

$10 $12

Downgrades Buy Neutral X

AMG Affiliated Managers

Goldman

$193 $191

Downgrades Buy Hold X

AMKR Amkor

Melius

$34 $30

Downgrades Buy Neutral X

AMP Ameriprise Financial

UBS

$580 $570

Upgrades Neutral Overweight X

AMPL Amplitude

Piper Sandler

$11 $15

Reiterated Outperform X

AMZN Amazon

Wedbush

$250 $260

Downgrades Overweight Neutral X

APPF AppFolio

Piper Sandler

$265

Initiated Sector Perform X

APPN Appian

Scotiabank

$37

Upgrades Neutral Overweight X

ARCH Arch Resources

Piper Sandler

$165 $150

Downgrades Buy Neutral X

ATR AptarGroup

BofA Securities

$173

Upgrades Neutral Outperform X

AVB AvalonBay

Mizuho

$239 $242

Initiated Equal-Weight X

AYI Acuity Brands

Morgan Stanley

$304

Upgrades Neutral Buy X

AZEK AZEK

Citigroup

$51 $60

Upgrades Eq Weight Overweight X

BA Boeing

Barclays

$190 $210

Upgrades Underweight Eq Weight X

BAH Booz Allen Hamilton

Barclays

$140

Upgrades Eq Weight Overweight X

BANC Banc of California

Wells Fargo

$17 $20

Upgrades Sell Neutral X

BEN Franklin Resources

Goldman

$21 $22

Downgrades Neutral Underweight X

BL BlackLine

Piper Sandler

$60

Upgrades Neutral Outperform X

BROS Dutch Bros

Robert W. Baird

$60 $70

Upgrades Eq Weight Overweight X

C Citigroup

Barclays

$70 $95

Downgrades Buy Hold X

CAE CAE

TD Securities

Upgrades Neutral Buy X

CAH Cardinal Health

BofA Securities

$132 $145

Downgrades Neutral Sell X

CBOE Cboe Global Markets

Goldman

$184

Upgrades Neutral Outperform X

CHWY Chewy

Mizuho

$24 $42

Downgrades Buy Neutral X

CME CME Group

Citigroup

$255 $250

Upgrades Eq Weight Overweight X

COF Capital One

Barclays

$158 $219

Upgrades Eq Weight Overweight X

COLB Columbia Banking

Wells Fargo

$33 $35

Downgrades Mkt Perform Underperform X

COMM Commscope

Raymond James

Upgrades Eq-Weight Overweight X

CP Canadian Pacific Kansas City Ltd.

Stephens

$88

Upgrades Mkt Perform Outperform X

CPRI Capri Holdings

BMO Capital Markets

$25 $31

Upgrades Eq Weight Overweight X

CRBG Corebridge Financial

Barclays

$37

Downgrades Neutral Sell X

CRM Salesforce

Guggenheim

$247

Upgrades Hold Buy X

CSCO Cisco

Melius

$66 $73

Upgrades Eq Weight Overweight X

DFS Discover Financial Services

Barclays

$137 $186

Upgrades Mkt Perform Outperform X

DGX Quest Diagnostics

Leerink Partners

$169 $174

Downgrades Buy Neutral X

DT Dynatrace

Guggenheim

Downgrades Overweight Eq Weight X

ESNT Essent Group

Barclays

$69 $58

Reiterated Buy X

ETON Eton Pharmaceuticals

H.C. Wainwright

$15 $17

Downgrades Overweight Neutral X

EWCZ European Wax Center

Piper Sandler

$9 $7

Downgrades Buy Neutral X

EXP Eagle Materials

Citigroup

Upgrades Hold Buy X

EXPE Expedia Group

Melius

$220

Downgrades Strong Buy Outperform X

FIS Fidelity Nat’l Info

Raymond James

$115 $101

Upgrades Neutral Buy X

FORM FormFactor

Citigroup

$44 $51

Upgrades Neutral Overweight X

FTNT Fortinet

Piper Sandler

$100 $120

Downgrades Buy Hold X

FUL H.B. Fuller

Vertical Research

Downgrades Buy Hold X

GD General Dynamics

Vertical Research

$352 $290

Downgrades Buy Neutral X

GPK Graphic Packaging

Citigroup

$33 $30

Upgrades Underweight Eq Weight X

GPK Graphic Packaging

Wells Fargo

$24 $27

Downgrades Buy Neutral X

GS Goldman Sachs

UBS

$610

Downgrades Strong Buy Mkt Perform X

HAL Halliburton

Raymond James

Downgrades Overweight Sec Weight X

HAYW Hayward Holdings

KeyBanc Capital Markets

Initiated Overweight X

HGV Hilton Grand Vacations

Morgan Stanley

$47

Upgrades Eq Weight Overweight X

HIG Hartford Financial

Barclays

$130 $135

Downgrades Neutral Sell X

HLNE Hamilton Lane

Goldman

$139

Upgrades Underperform Buy X

HSIC Henry Schein

BofA Securities

$69 $84

Upgrades Sell Neutral X

JHG Janus Henderson Group

Goldman

$42 $45

Upgrades Neutral Overweight X

KRNY Kearny Financial

Piper Sandler

$9 $8.50

Upgrades Neutral Overweight X

KVUE Kenvue

Piper Sandler

$21 $26

Upgrades Neutral Buy X

LBRT Liberty Energy

Seaport Research Partners

$27

Initiated Underweight X

LII Lennox Int’l

Morgan Stanley

$595

Upgrades Neutral Buy X

LPLA LPL Financial

UBS

$390

Upgrades Hold Buy X

LYFT Lyft

The Benchmark Company

$20

Upgrades Neutral Buy X

MDB MongoDB

Guggenheim

$300

Reiterated Buy X

META Meta Platforms

Jefferies

$675 $715

Upgrades Neutral Buy X

MKSI MKS Instruments

Citigroup

$130

Reiterated Overweight X

MSFT Microsoft

Piper Sandler

$470 $520

Upgrades Eq Weight Overweight X

NCNO nCino

Barclays

$44

Reiterated Buy X

NFLX Netflix

Argus

$840 $1040

Initiated Equal Weight X

NLY Annaly Capital Mgmt

Barclays

$19

Downgrades Overweight Eq Weight X

NMIH NMI Hldgs

Barclays

$48 $41

Initiated Buy X

NNOX Nano-X Imaging

D. Boral Capital

$23

Downgrades Buy Neutral X

NOV NOV Inc.

Seaport Research Partners

Upgrades Neutral Buy X

NVMI Nova Measuring

Citigroup

$226 $240

Upgrades Underperform Mkt Perform X

NVO Novo Nordisk A/S

Bernstein

Downgrades Buy Neutral X

OWL Blue Owl Capital

Goldman

$25 $24.75

Downgrades Neutral Sell X

PANW Palo Alto Networks

Guggenheim

$130

Upgrades Hold Buy X

PCOR Procore Technologies

Jefferies

$80 $100

Downgrades Buy Neutral X

PIPR Piper Sandler

Goldman

$317

Upgrades Neutral Outperform X

PLD Prologis

Robert W. Baird

$124 $123

Resumed Underweight X

PLTR Palantir Technologies

Morgan Stanley

$60

Downgrades Overweight Sec Weight X

PNR Pentair

KeyBanc Capital Markets

Downgrades Overweight Neutral X

PRGO Perrigo

Piper Sandler

$34 $27

Downgrades Strong Buy Mkt Perform X

PTEN Patterson-UTI

Raymond James

Reiterated Positive X

PYPL PayPal

Susquehanna

$94 $101

Downgrades Overweight Eq-Weight X

QGEN Qiagen

Morgan Stanley

$48

Upgrades Neutral Buy X

RJF Raymond James

Goldman

$161 $185

Downgrades Eq Weight Underweight X

RNR RenaissanceRe

Barclays

$284 $234

Upgrades Sec Perform Outperform X

RSG Republic Services

RBC Capital Mkts

$219 $237

Upgrades Neutral Outperform X

SHOP Shopify

Wedbush

$115 $125

Initiated Overweight X

SUPN Supernus Pharma

Cantor Fitzgerald

$57

Upgrades Eq Weight Overweight X

SYF Synchrony Financial

Barclays

$59 $79

Upgrades Sec Perform Outperform X

T AT&T

RBC Capital Mkts

$22 $26

Downgrades Overweight Eq Weight X

TDG Transdigm Group

Barclays

$1500

Upgrades Mkt Perform Outperform X

TER Teradyne

Northland Capital

$154

Downgrades Outperform Sec Perform X

TMUS T-Mobile US

RBC Capital Mkts

$255 $240

Downgrades Overweight Eq Weight X

TMUS T-Mobile US

Wells Fargo

$240 $220

Initiated Overweight X

TNL Travel + Leisure Co

Morgan Stanley

$67

Initiated Outperform X

TOST Toast

BMO Capital Markets

$45

Upgrades Neutral Outperform X

TSCO Tractor Supply

Mizuho

$54 $60

Upgrades Neutral Buy X

TSLA Tesla

New Street

$460

Upgrades Hold Buy X

TXT Textron

Vertical Research

$91

Downgrades Sec Perform Underperform X

UL Unilever PLC

RBC Capital Mkts

Reiterated Buy X

UNH UnitedHealth

Truist

$625 $610

Initiated Underweight X

VAC Marriott Vacations

Morgan Stanley

$87

Upgrades Neutral Buy X

VECO Veeco Instruments

Citigroup

$33

Initiated Overweight X

VRT Vertiv

Morgan Stanley

$150

Downgrades Outperform Neutral X

W Wayfair

Wedbush

$45 $44

Upgrades Eq Weight Overweight X

WBS Webster Financial

Wells Fargo

$70 $75

Upgrades Sell Neutral X

WDAY Workday

Guggenheim

Resumed Neutral X

X U.S. Steel

BofA Securities

$35

Downgrades Neutral Underweight X

ZI ZoomInfo

Piper Sandler

$11 $10